Glassman Wealth Services Portfolio Holdings by Sector
Glassman Wealth Services
- $650 Million
- Q2 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
VOO FNDX VEU DGRW DFAC IWB SPY IVV 165 stocks |
$552,528
92.82% of portfolio
|
33
|
35
|
7
|
- |
0
Calls
0
Puts
|
|
Tools & Accessories | Industrials
SNA 1 stocks |
$31,442
5.28% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$11,201
1.88% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Closed-End Fund - Foreign | ETFs
VPL 1 stocks |
$77
0.01% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|