Glassman Wealth Services Portfolio Holdings by Sector
Glassman Wealth Services
- $708 Million
- Q3 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
VOO FNDX VEU DGRW DFAC IWB SPY IVV 168 stocks |
$599,038
92.36% of portfolio
|
36
|
21
|
8
|
- |
0
Calls
0
Puts
|
|
Tools & Accessories | Industrials
SNA 1 stocks |
$35,014
5.4% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$14,464
2.23% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Closed-End Fund - Foreign | ETFs
VPL 1 stocks |
$82
0.01% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|