Glassman Wealth Services Portfolio Holdings by Sector
Glassman Wealth Services
- $593 Million
- Q4 2024
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
VOO FNDX DGRW VEU DFAC IWB VTEB SPY 163 stocks |
$506,939
92.02% of portfolio
|
57
|
20
|
20
|
- |
0
Calls
0
Puts
|
|
Tools & Accessories | Industrials
SNA 1 stocks |
$34,302
6.23% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$9,577
1.74% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Closed-End Fund - Foreign | ETFs
VPL 1 stocks |
$66
0.01% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Asset Management | Financial Services
ECF 1 stocks |
$14
0.0% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|