Glass Jacobson Investment Advisors LLC Purchases in Q4 2024

Glass Jacobson Investment Advisors LLC

  • $305 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
GS
Goldman Sachs Group Inc

Financial Services
59
+ 7.95%
$486.1 - $608.57 $28.7K - $35.9K
801 $459M
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
2.27K
+ 30.54%
$40.97 - $42.66 $93.1K - $96.9K
9.71K $402M
ENFR
Alerian Energy Infrastructure

ETFs
85
+ 0.29%
$28.52 - $33.11 $2.42K - $2.81K
29K $903M
DIS
Walt Disney CO

Communication Services
34
+ 0.64%
$92.39 - $117.6 $3.14K - $4K
5.34K $594M
FNDX
Schwab Fundamental U S Large C

ETFs
9.48K
+ 320.66%
$23.49 - $71.77 $223K - $681K
12.4K $295M
JPC
Nuveen Preferred & Income Opportunities Fund

Financial Services
10.5K
+ 78.5%
$7.83 - $8.16 $82.4K - $85.8K
23.9K $188M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
1.54K
+ 21.14%
$56.06 - $61.35 $86.3K - $94.4K
8.82K $498M
VTWO
Vanguard Russell 2000 ETF

ETFs
854
+ 35.13%
$87.42 - $98.06 $74.7K - $83.7K
3.29K $293M
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
3.52K
+ 9.72%
$41.17 - $43.34 $145K - $152K
39.7K $1.64B
SMIN
Ishares Msci India Small Cap I

ETFs
1.03K
+ 255.31%
$75.68 - $86.0 $78.3K - $88.9K
1.44K $110M
Ishares Bitcoin Trust ETF
1.05K
+ 99.06%
N/A
2.11K $112M
VCLT
Vanguard Lg Trm Corp Bd ETF

ETFs
1.07K
+ 89.8%
$74.68 - $81.45 $80.2K - $87.5K
2.27K $170M
ARGT
Global X Msci Argentina ETF

ETFs
839
+ 436.98%
$66.16 - $88.28 $55.5K - $74.1K
1.03K $85.2M
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
723
+ 607.56%
$89.97 - $98.59 $65K - $71.3K
842 $80M
JFR
Nuveen Floating Rate Income Fund

Financial Services
7.54K
+ 39.94%
$8.74 - $9.22 $65.9K - $69.5K
26.4K $236M
FNCL
Fidelity Covington Tr Msci Fin

ETFs
106
+ 0.86%
$63.19 - $73.31 $6.7K - $7.77K
12.5K $857M
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
444
+ 5.17%
$58.39 - $67.04 $25.9K - $29.8K
9.03K $573M
QUAL
Ishares Msci Usa Quality Facto

ETFs
362
+ 39.61%
$176.42 - $186.91 $63.9K - $67.7K
1.28K $227M
AGZ
Ishares Agency Bond ETF

ETFs
766
+ 9.1%
$107.68 - $110.37 $82.5K - $84.5K
9.19K $992M
DFSV
Dimensional ETF Tr Dimensional

ETFs
2.04K
+ 7.23%
$30.18 - $33.87 $61.5K - $69K
30.2K $931M
SPIB
Spdr Portfolio Intermediate Te

ETFs
1.89K
+ 12566.67%
$32.65 - $33.68 $61.5K - $63.5K
1.9K $62.3M
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
6
+ 0.23%
$47.29 - $84.74 $284 - $508
2.6K $192M
EQWL
Invesco Exchange Traded Fd Tr

ETFs
593
+ 168.95%
$101.22 - $107.72 $60K - $63.9K
944 $96.5M
IRBO
Ishares Robotics & Artificial

ETFs
716
+ 5.99%
N/A
12.7K $469M
JNJ
Johnson & Johnson

Healthcare
838
+ 23.8%
$143.34 - $165.86 $120K - $139K
4.36K $630M
V
Visa Inc.

Financial Services
13
+ 0.97%
$273.87 - $320.91 $3.56K - $4.17K
1.36K $430M
VOE
Vanguard Mid Cap Value Index F

ETFs
524
+ 10.94%
$160.89 - $176.18 $84.3K - $92.3K
5.31K $859M
WFC
Wells Fargo & Company

Financial Services
516
+ 40.34%
$54.98 - $77.35 $28.4K - $39.9K
1.8K $126M
TRGP
Targa Resources Corp.

Energy
19
+ 1.18%
$150.58 - $207.69 $2.86K - $3.95K
1.62K $290M
IGEB
Ishares Tr Edge Invt Grade Enh

ETFs
1.19K
+ 222.76%
$44.21 - $46.46 $52.8K - $55.5K
1.73K $76.7M
IJT
Ishares S&P Small Cap 600 Grow

ETFs
601
+ 8.04%
$134.53 - $150.65 $80.9K - $90.5K
8.08K $1.09B
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
833
+ 94.34%
N/A
1.72K $108M
TEQI
T Rowe Price Exchange Traded F

Technology
1.24K
+ 123.28%
$40.23 - $43.56 $49.8K - $54K
2.24K $91M
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
732
+ 131.89%
$70.1 - $76.53 $51.3K - $56K
1.29K $91M
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
1.2K
New
$35.45 - $40.33 $42.5K - $48.4K
1.2K $43M
PAVE
Global X Fds Us Infrastructure

ETFs
1.03K
+ 698.65%
$40.41 - $45.95 $41.8K - $47.5K
1.18K $47.8M
SPBO
Spdr Ser Tr Spdr Portfolio Cor

ETFs
1.47K
+ 311.42%
$28.56 - $30.02 $42.1K - $44.2K
1.95K $55.7M
MA
Mastercard Inc

Financial Services
39
+ 6.25%
$491.3 - $536.15 $19.2K - $20.9K
663 $349M
HYGI
Ishare U S ETF Tr Infltn Hdgd
1.54K
+ 771.86%
$26.44 - $27.0 $40.6K - $41.5K
1.74K $46.2M
HSCZ
Ishares Tr Currency Hedged Msc

ETFs
1.36K
+ 24.02%
$31.59 - $32.95 $42.8K - $44.6K
7K $224M
Grayscale Ethereum Mini Tr E
1.23K
New
N/A
1.23K $38.8M
EEMS
Ishares Msci Emerging Mkts Sma

ETFs
879
+ 40.05%
$57.96 - $64.2 $50.9K - $56.4K
3.07K $179M
NEAR
Blackrock Short Maturity Bond

ETFs
772
+ 79.92%
$50.28 - $51.08 $38.8K - $39.4K
1.74K $87.8M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
40.3K
+ 200.04%
$22.01 - $66.82 $887K - $2.69M
60.4K $1.37B
LVHI
Franklin International Low Vol

ETFs
1.07K
+ 37.24%
$29.98 - $31.57 $32.2K - $33.9K
3.96K $121M
BLCN
Siren ETF Tr
802
+ 4.89%
N/A
17.2K $441M
Dimensional ETF Trust
486
New
N/A
486 $30.3M
FENY
Fidelity Covington Tr Msci Ene

ETFs
1.74K
+ 3.57%
$23.14 - $26.91 $40.3K - $46.9K
50.5K $1.2B
FVAL
Fidelity Covington Tr Value Fa

ETFs
427
+ 12.17%
$60.19 - $64.39 $25.7K - $27.5K
3.94K $242M
Activity Summary
Buys All Purchases 450 New Holdings 114 Increased Positions 336 Sells All Sells 138 Reductions 138 Sold out 0 Options Calls 0 Puts 0
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