Glass Jacobson Investment Advisors LLC Purchases in Q3 2025

Glass Jacobson Investment Advisors LLC

  • $277 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
VNQ
Vanguard Specialized Funds Van

ETFs
98
+ 1.7%
$88.47 - $93.24 $8.67K - $9.14K
5.87K $536M
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
250
+ 94.34%
$78.88 - $85.2 $19.7K - $21.3K
515 $42.9M
IWR
Ishares Russell Mid Cap ETF

ETFs
193
+ 26.81%
$92.26 - $97.51 $17.8K - $18.8K
913 $88.2M
Fidelity Covington Trust
875
New
N/A
875 $21.8M
IWS
Ishares Russell Midcap Value E

ETFs
3
+ 0.11%
$132.83 - $140.61 $398 - $422
2.81K $392M
FDHT
Fidelity Covington Tr Digital
992
New
$20.4 - $22.03 $20.2K - $21.9K
992 $21.5M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
321
+ 20.36%
$42.67 - $46.91 $13.7K - $15.1K
1.9K $88.8M
RSP
Invesco S&P 500 Equal Weight E

ETFs
3
+ 0.12%
$181.56 - $190.33 $545 - $571
2.41K $458M
IHI
Ishares Tr Dow Jones Us Medica

ETFs
324
+ 108.72%
$59.29 - $62.87 $19.2K - $20.4K
622 $37.4M
NLR
Vaneck ETF Tr Uranium+Nuclear

ETFs
25
+ 4.01%
$105.16 - $140.03 $2.63K - $3.5K
648 $87.9M
HSCZ
Ishares Tr Currency Hedged Msc

ETFs
8
+ 0.11%
$35.04 - $37.72 $280 - $302
7.57K $285M
NBCT
Neuberger Berman ETF Tr Carbon
469
+ 220.19%
N/A
682 $22.4M
PSX
Phillips 66

Energy
8
+ 0.94%
$118.37 - $139.46 $947 - $1.12K
858 $117M
IBLC
Ishares Tr Blockchain & Tech E

ETFs
28
+ 3.64%
$38.97 - $55.39 $1.09K - $1.55K
798 $44.2M
Blackrock ETF Trust
400
New
N/A
400 $13.7M
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
42
+ 0.82%
$29.55 - $32.52 $1.24K - $1.37K
5.18K $166M
CSCO
Cisco Systems, Inc.

Technology
225
+ 11.97%
$66.2 - $71.79 $14.9K - $16.2K
2.1K $144M
Fidelity Covington Trust
121
+ 3.76%
N/A
3.34K $124M
USHY
Ishares Tr Broad Usd High Yiel

ETFs
345
New
$37.14 - $37.85 $12.8K - $13.1K
345 $13M
FTEC
Fidelity Covington Tr Msci Inf

ETFs
22
+ 7.12%
$195.29 - $223.85 $4.3K - $4.92K
331 $73.6M
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
129
+ 12.04%
$75.26 - $80.19 $9.71K - $10.3K
1.2K $95.7M
BLV
Vanguard Bd Index Fd Inc Long

ETFs
171
New
$67.48 - $71.55 $11.5K - $12.2K
171 $12.1M
DVY
Ishares Tr

ETFs
10
+ 0.89%
$133.88 - $142.57 $1.34K - $1.43K
1.14K $162M
VEU
Vanguard Ftse All World Ex Us

ETFs
87
+ 6.83%
$66.38 - $71.68 $5.78K - $6.24K
1.36K $97M
SCHP
Schwab Strategic Us Tips ETF

ETFs
383
+ 35.27%
$26.44 - $27.1 $10.1K - $10.4K
1.47K $39.6M
HON
Honeywell International Inc

Industrials
49
+ 4900.0%
$207.7 - $240.4 $10.2K - $11.8K
50 $10.6M
UNH
Unitedhealth Group Inc

Healthcare
17
+ 13.82%
$237.77 - $353.61 $4.04K - $6.01K
140 $48.4M
META
Meta Platforms, Inc.

Communication Services
16
+ 2.9%
$695.21 - $791.73 $11.1K - $12.7K
568 $417M
ETF Opportunities Trust
302
New
N/A
302 $9.66M
DFSE
Dimensional ETF Tr Dimen Emrgn
218
+ 150.34%
N/A
363 $14.9M
VIG
Vanguard Dividend Appreciation

ETFs
33
+ 33.33%
N/A
132 $28.5M
PFE
Pfizer Inc

Healthcare
265
+ 27.29%
$23.29 - $25.88 $6.17K - $6.86K
1.24K $31.5M
XLF
Financial Sector Spdr

ETFs
10
+ 0.21%
$51.37 - $54.25 $514 - $543
4.82K $259M
LQD
Ishares Iboxx $ Investment Gra

ETFs
43
+ 2.76%
$107.66 - $112.36 $4.63K - $4.83K
1.6K $178M
Fidelity Covington Trust
16
+ 0.47%
N/A
3.41K $120M
XAR
Spdr S&P Aerospace & Defense E

ETFs
1
+ 0.34%
$205.52 - $234.96 $206 - $235
297 $69.7M
BXMX
Nuveen S&P 500 Buy Write Income Fund

Financial Services
489
New
$13.87 - $14.46 $6.78K - $7.07K
489 $7.06M
ONEY
Spdr Ser Tr Russell 1000 Core

ETFs
9
+ 0.75%
$108.77 - $115.6 $979 - $1.04K
1.22K $138M
RTX
Raytheon Technologies Corp

Industrials
1
+ 0.31%
$144.19 - $167.33 $144 - $167
324 $54.2M
NIO
Nio Inc.

Consumer Cyclical
200
+ 15.38%
$3.41 - $7.62 $682 - $1.52K
1.5K $11.4M
Dimensional ETF Trust
59
+ 12.11%
N/A
546 $39.3M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
97
+ 1.85%
$52.39 - $53.11 $5.08K - $5.15K
5.33K $283M
TEQI
T Rowe Price Exchange Traded F

Technology
10
+ 0.22%
$41.63 - $44.03 $416 - $440
4.63K $203M
CVS
Cvs Health Corp

Healthcare
9
+ 1.08%
$58.75 - $76.5 $529 - $689
845 $63.7M
CEG
Constellation Energy Corp

Utilities
1
+ 0.11%
$298.82 - $354.89 $299 - $355
902 $297M
VZ
Verizon Communications Inc

Communication Services
120
+ 15.94%
$40.84 - $45.06 $4.9K - $5.41K
873 $38.4M
SCHV
Schwab Strategic Tr Us Large C

ETFs
189
New
$27.61 - $29.15 $5.22K - $5.51K
189 $5.5M
SJM
J M Smucker CO

Consumer Defensive
50
New
$102.24 - $113.2 $5.11K - $5.66K
50 $5.43M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
222
New
$22.9 - $23.58 $5.08K - $5.23K
222 $5.21M
Activity Summary
Buys All Purchases 207 New Holdings 32 Increased Positions 175 Sells All Sells 123 Reductions 123 Sold out 0 Options Calls 0 Puts 0
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