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
WMT
Walmart Inc.

Consumer Defensive
-430
- 0.54%
$84.5 - $105.05 $36.3K - $45.2K
78.9K $6.92B
AXP
American Express CO

Financial Services
-126
- 1.75%
$255.39 - $325.87 $32.2K - $41.1K
7.08K $1.9B
PANW
Palo Alto Networks Inc

Technology
-422
- 3.41%
$167.82 - $208.28 $70.8K - $87.9K
11.9K $2.04B
ROST
Ross Stores, Inc.

Consumer Cyclical
-410
- 6.23%
$123.3 - $154.95 $50.6K - $63.5K
6.18K $789M
ROK
Rockwell Automation, Inc

Industrials
-560
- 26.44%
$255.29 - $303.75 $143K - $170K
1.56K $403M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-1.36K
- 36.95%
$102.49 - $119.96 $140K - $164K
2.33K $243M
VST
Vistra Corp.

Utilities
-395
- 6.14%
$108.49 - $191.89 $42.9K - $75.8K
6.04K $709M
PWR
Quanta Services, Inc.

Industrials
-200
- 10.0%
$236.71 - $358.03 $47.3K - $71.6K
1.8K $458M
GLW
Corning Inc

Technology
-109
- 0.12%
$44.91 - $54.25 $4.9K - $5.91K
94K $4.3B
Black Rock Inc
-84
- 7.49%
N/A
1.04K $982M
SG
Sweetgreen, Inc.

Consumer Cyclical
-1.75K
- 10.59%
$21.47 - $34.94 $37.6K - $61.2K
14.8K $370M
VNQ
Vanguard Specialized Funds Van

ETFs
-2.13K
- 9.28%
$85.55 - $94.34 $182K - $200K
20.8K $1.88B
CARR
Carrier Global Corp

Industrials
-1.23K
- 7.43%
$62.07 - $70.55 $76.2K - $86.6K
15.3K $969M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-1.11K
- 9.71%
$126.11 - $135.06 $140K - $150K
10.4K $1.34B
MAS
Masco Corp

Industrials
-229
- 0.66%
$68.67 - $81.85 $15.7K - $18.7K
34.5K $2.4B
LQD
Ishares Iboxx $ Investment Gra

ETFs
-1.23K
- 17.16%
$105.1 - $109.61 $129K - $135K
5.95K $646M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-1.21K
- 9.02%
$128.74 - $138.67 $155K - $167K
12.2K $1.65B
KHC
Kraft Heinz CO

Consumer Defensive
-1.91K
- 1.04%
$28.51 - $32.22 $54.5K - $61.6K
181K $5.52B
MPWR
Monolithic Power Systems Inc

Technology
-142
- 7.59%
$565.7 - $720.25 $80.3K - $102K
1.73K $1B
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
-4.92K
- 9.59%
$20.64 - $20.73 $101K - $102K
46.3K $958M
IVV
Ishares Core S&P 500 ETF

ETFs
-94
- 5.6%
$554.06 - $615.85 $52.1K - $57.9K
1.58K $890M
V
Visa Inc.

Financial Services
-2.14K
- 11.29%
$306.92 - $362.71 $657K - $777K
16.8K $5.9B
KBWB
Invesco ETF Tr Ii Kbw Bank ETF

ETFs
-1.07K
- 9.87%
$60.05 - $72.21 $64K - $76.9K
9.72K $610M
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
-4.32K
- 9.39%
$19.42 - $19.54 $83.9K - $84.4K
41.7K $811M
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
-34
- 0.95%
$221.78 - $273.45 $7.54K - $9.3K
3.56K $809M
IWV
Ishares Russell 3000 ETF

ETFs
-160
- 9.94%
$313.1 - $349.83 $50.1K - $56K
1.45K $461M
IYR
Ishares Tr

ETFs
-1.06K
- 9.54%
$89.49 - $98.98 $94.9K - $105K
10K $962M
SRVR
Pacer Fds Tr Benchmark Data &

ETFs
-1.95K
- 9.71%
$28.69 - $31.94 $56K - $62.3K
18.2K $533M
GGG
Graco Inc

Industrials
-700
- 6.89%
$80.53 - $87.54 $56.4K - $61.3K
9.47K $790M
VOX
Vanguard Communication Service

ETFs
-303
- 9.7%
$147.73 - $169.24 $44.8K - $51.3K
2.82K $418M
PSK
Spdr Ser Tr Spdr Ice Pfd Sec E

ETFs
-1.67K
- 9.47%
$32.39 - $34.01 $54.1K - $56.8K
16K $517M
SHYG
Ishares 0 5 Year High Yield CO

ETFs
-1.33K
- 9.3%
$42.38 - $43.28 $56.4K - $57.6K
13K $552M
IVW
Ishares S&P 500 Growth ETF

ETFs
-100
- 2.0%
$92.45 - $106.69 $9.25K - $10.7K
4.9K $455M
PFF
Ishares Trust Ishares Pfd And

ETFs
-1.37K
- 9.96%
$30.73 - $32.26 $42K - $44.1K
12.4K $380M
UTHR
United Therapeutics Corp

Healthcare
-25
- 2.78%
$304.42 - $380.78 $7.61K - $9.52K
875 $270M
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
-750
- 9.73%
$97.25 - $104.79 $72.9K - $78.6K
6.96K $722M
PID
Invesco Exchange Traded Fd Tr

ETFs
-3.94K
- 9.93%
N/A
35.8K $682M
COF
Capital One Financial Corp

Financial Services
-253
- 4.22%
$163.87 - $209.82 $41.5K - $53.1K
5.75K $1.03B
TMO
Thermo Fisher Scientific Inc.

Healthcare
-24
- 2.13%
$497.6 - $606.74 $11.9K - $14.6K
1.1K $548M
NFLX
Netflix Inc

Communication Services
-233
- 5.18%
$828.4 - $1058.6 $193K - $247K
4.26K $3.97B
WMB
Williams Companies, Inc.

Energy
-919
- 18.41%
$54.02 - $61.09 $49.6K - $56.1K
4.07K $243M
MSTR
Microstrategy Inc

Technology
-75
- 4.88%
$239.27 - $396.5 $17.9K - $29.7K
1.46K $421M
QCOM
Qualcomm Inc

Technology
-90
- 6.06%
$151.94 - $175.86 $13.7K - $15.8K
1.4K $214M
JXI
Ishares Tr Global Utils ETF

ETFs
-742
- 9.64%
$62.9 - $69.09 $46.7K - $51.3K
6.96K $481M
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
-566
- 10.79%
$67.08 - $76.14 $38K - $43.1K
4.68K $345M
XLE
Energy Sector Spdr

ETFs
-757
- 9.76%
$85.7 - $93.96 $64.9K - $71.1K
7K $654M
ZTS
Zoetis Inc.

Healthcare
-115
- 1.13%
$156.48 - $175.67 $18K - $20.2K
10K $1.65B
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
-320
- 10.0%
$63.07 - $73.5 $20.2K - $23.5K
2.88K $202M
EWJ
Ishares Msci Japan ETF

ETFs
-150
- 1.51%
$65.24 - $71.7 $9.79K - $10.8K
9.78K $671M
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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