Glassman Wealth Services Portfolio Holdings

Glassman Wealth Services

  • $593 Million
  • Q4 2024

Glassman Wealth Services has filed its 13F form on February 05, 2025 for Q4 2024 where it was disclosed a total value porftolio of $593 Million distributed in 175 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Index Fds S&P 500 ETF with a value of $157M, Schwab Fundamental U S Large C with a value of $107M, Wisdomtree Tr Us Quality Divid with a value of $63.7M, Vanguard Ftse All World Ex Us with a value of $56.5M, and Dimensional ETF Tr U S Core Eq with a value of $46.4M.

Examining the 13F form we can see an increase of $7.99M in the current position value, from $585M to 593M.

Below you can find more details about Glassman Wealth Services portfolio as well as his latest detailed transactions.

Portfolio value $593 Million
ETFs: $517 Million
Industrials: $34.3 Million
Financial Services: $14,000

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 175
  • Current Value $593 Million
  • Prior Value $585 Million
  • Filing
  • Period Q4 2024
  • Filing Date February 05, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 21 stocks
  • Additional Purchases 42 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 21 stocks
Track This Portfolio

Track Glassman Wealth Services Portfolio

Follow Glassman Wealth Services and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Glassman Wealth Services, based on Form 13F filings with the SEC.

News

Stay updated on Glassman Wealth Services with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email