Glassman Wealth Services Portfolio Holdings by Sector
Glassman Wealth Services
- $585 Million
- Q3 2024
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
VOO FNDX DGRW VEU DFAC IWB VTEB SPY 157 stocks |
$503,584
92.86% of portfolio
|
24
|
25
|
3
|
- |
0
Calls
0
Puts
|
|
Tools & Accessories | Industrials
SNA 1 stocks |
$29,295
5.4% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$9,357
1.73% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Closed-End Fund - Foreign | ETFs
VPL 1 stocks |
$73
0.01% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
REIT—Residential | Real Estate
SUI 1 stocks |
$12
0.0% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|