Globalt Investments LLC / Ga Reduced Holdings in Q1 2025

Globalt Investments LLC / Ga

  • $2.45 Trillion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
IWF
Ishares Russell 1000 Gr ETF

ETFs
-93.8K
- 8.84%
$360.07 - $417.26 $33.8M - $39.1M
967K $349B
IWP
Ishares Russell Mid Cap Growth

ETFs
-402K
- 48.42%
$114.9 - $139.6 $46.2M - $56.2M
429K $50.3B
AVGO
Broadcom Inc.

Technology
-13K
- 10.38%
$167.43 - $244.7 $2.18M - $3.19M
112K $18.8B
MSFT
Microsoft Corp

Technology
-7.52K
- 8.54%
$375.39 - $447.2 $2.82M - $3.36M
80.6K $30.2B
AAPL
Apple Inc.

Technology
-12.1K
- 8.18%
$209.68 - $247.1 $2.54M - $2.99M
136K $30.2B
IWM
Ishares Russell 2000 ETF

ETFs
-2.52K
- 0.9%
$198.1 - $229.79 $499K - $579K
278K $55.5B
NVDA
Nvidia Corp

Technology
-6.44K
- 3.88%
$106.98 - $149.43 $689K - $963K
160K $17.3B
GOOGL
Alphabet Inc.

Communication Services
-2.66K
- 3.18%
$154.33 - $206.19 $411K - $549K
81.1K $12.5B
CDNS
Cadence Design Systems Inc

Technology
-10.8K
- 90.57%
$233.96 - $324.52 $2.53M - $3.5M
1.12K $286M
GLD
Spdr Gold Trust

ETFs
-108K
- 17.85%
$243.19 - $288.14 $26.2M - $31.1M
497K $143B
VIG
Vanguard Dividend Appreciation

ETFs
-9.87K
- 3.7%
N/A
257K $49.8B
ETN
Eaton Corp PLC

Industrials
-226
- 0.74%
$271.83 - $371.23 $61.4K - $83.9K
30.3K $8.25B
IWS
Ishares Russell Midcap Value E

ETFs
-6.31K
- 2.46%
$122.59 - $135.24 $773K - $853K
250K $31.4B
Arista Networks Inc
-1.09K
- 2.38%
N/A
44.9K $3.48B
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
-24K
- 52.6%
$48.02 - $53.02 $1.15M - $1.27M
21.6K $1.07B
PEY
Invesco Exchange Traded Fd Tr

ETFs
-51.3K
- 58.51%
$20.82 - $22.08 $1.07M - $1.13M
36.4K $781M
GOOG
Alphabet Inc.

Communication Services
-1.58K
- 6.72%
$156.06 - $207.71 $247K - $329K
22K $3.43B
DELL
Dell Technologies Inc.

Technology
-141
- 0.34%
$90.34 - $124.66 $12.7K - $17.6K
41.7K $3.8B
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
-4.19K
- 7.87%
$47.79 - $59.89 $200K - $251K
49K $2.46B
MRK
Merck & Co., Inc.

Healthcare
-604
- 0.91%
$83.01 - $101.02 $50.1K - $61K
65.4K $5.87B
EQIX
Equinix Inc

Real Estate
-28
- 0.53%
$803.0 - $959.97 $22.5K - $26.9K
5.24K $4.27B
IBTH
Ishares Tr Ibonds Dec 2027 Ter

ETFs
-60.7K
- 2.02%
$22.11 - $22.43 $1.34M - $1.36M
2.95M $66.1B
FLR
Fluor Corp

Industrials
-2.64K
- 6.12%
$34.29 - $55.28 $90.5K - $146K
40.5K $1.45B
FISV
Fiserv Inc

Technology
-3.86K
- 30.61%
N/A
8.75K $1.93B
PG
Procter & Gamble CO

Consumer Defensive
-4.38K
- 9.32%
$158.56 - $176.26 $695K - $772K
42.7K $7.27B
BAC
Bank Of America Corp

Financial Services
-1.66K
- 0.71%
$39.61 - $47.74 $65.7K - $79.2K
233K $9.71B
APP
App Lovin Corp

Technology
-672
- 9.73%
$238.08 - $510.13 $160K - $343K
6.23K $1.65B
CME
Cme Group Inc.

Financial Services
-2.88K
- 48.9%
$225.82 - $266.54 $650K - $768K
3.01K $799M
EEM
Ishares Msci Emerging Markets

ETFs
-23.8K
- 9.16%
$40.81 - $45.34 $970K - $1.08M
236K $10.3B
COST
Costco Wholesale Corp

Consumer Defensive
-695
- 18.73%
$890.62 - $1076.86 $619K - $748K
3.02K $2.85B
MSI
Motorola Solutions, Inc.

Technology
-217
- 1.32%
$411.73 - $482.1 $89.3K - $105K
16.3K $7.13B
TLT
Ishares Barclays 20+ Year Trea

ETFs
-8.36K
- 11.23%
$85.29 - $92.57 $713K - $774K
66.1K $6.01B
IBTF
Ishares Tr Ibonds Dec 2025 Ter

ETFs
-20.7K
- 9.29%
$23.29 - $23.38 $481K - $483K
202K $4.71B
ADBE
Adobe Inc.

Technology
-146
- 2.55%
$377.84 - $464.11 $55.2K - $67.8K
5.57K $2.14B
IOT
Samsara Inc.

Technology
-2.46K
- 4.4%
$34.06 - $60.96 $83.8K - $150K
53.5K $2.05B
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
-16.3K
- 10.04%
$22.25 - $23.0 $363K - $375K
146K $3.36B
ADI
Analog Devices Inc

Technology
-22
- 0.07%
$201.56 - $243.82 $4.43K - $5.36K
30.8K $6.21B
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
-3.64K
- 9.56%
$78.0 - $84.37 $284K - $307K
34.4K $2.75B
HON
Honeywell International Inc

Industrials
-620
- 4.84%
$202.75 - $226.52 $126K - $140K
12.2K $2.58B
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
-15.7K
- 9.17%
$51.39 - $57.43 $804K - $899K
155K $8.6B
VRT
Vertiv Holdings CO

Industrials
-615
- 9.73%
N/A
5.71K $412M
ADSK
Autodesk, Inc.

Technology
-29
- 0.36%
N/A
8.09K $2.12B
HD
Home Depot, Inc.

Consumer Cyclical
-117
- 1.11%
$347.25 - $424.87 $40.6K - $49.7K
10.4K $3.81B
AMAT
Applied Materials Inc

Technology
-683
- 6.78%
$145.06 - $195.51 $99.1K - $134K
9.39K $1.36B
HOOD
Robinhood Markets, Inc.

Technology
-12.3K
- 21.92%
$35.63 - $65.28 $437K - $801K
43.7K $1.82B
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
-473
- 7.17%
$203.38 - $274.79 $96.2K - $130K
6.13K $1.26B
SCHO
Schwab Short Term Us Treasury

ETFs
-11.8K
- 9.55%
$24.1 - $24.34 $285K - $287K
112K $2.72B
DDOG
Datadog, Inc.

Technology
-324
- 6.44%
$98.68 - $151.89 $32K - $49.2K
4.7K $467M
DAL
Delta Air Lines, Inc.

Industrials
-994
- 8.37%
$43.6 - $69.06 $43.3K - $68.6K
10.9K $474M
Activity Summary
Buys All Purchases 47 New Holdings 6 Increased Positions 41 Sells All Sells 141 Reductions 141 Sold out 0 Options Calls 0 Puts 0
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