Glassman Wealth Services Portfolio Holdings by Sector
Glassman Wealth Services
- $596 Million
- Q1 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
VOO FNDX DGRW VEU DFAC IWB VTEB SPY 191 stocks |
$504,731
91.94% of portfolio
|
74
|
23
|
33
|
- |
0
Calls
0
Puts
|
|
Tools & Accessories | Industrials
SNA 1 stocks |
$34,052
6.2% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$10,093
1.84% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Closed-End Fund - Foreign | ETFs
VPL 1 stocks |
$68
0.01% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Asset Management | Financial Services
DMO AWP HIX 3 stocks |
$20
0.0% of portfolio
|
3
|
- |
3
|
- |
0
Calls
0
Puts
|