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
BAC
Bank Of America Corp

Financial Services
276
+ 52.98%
$39.22 - $47.77 $10.8K - $13.2K
797 $35M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
155
+ 19.92%
$91.29 - $91.8 $14.1K - $14.2K
933 $85.3M
EME
Emcor Group, Inc.

Industrials
1
+ 0.18%
$427.96 - $526.95 $428 - $527
567 $257M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
162
+ 23.86%
$91.94 - $100.02 $14.9K - $16.2K
841 $77.9M
IWB
Ishares Tr Russell 1000 ETF

ETFs
17
+ 1.72%
$311.11 - $335.64 $5.29K - $5.71K
1.01K $325M
IWY
Ishares Tr Russell 200 Growth

ETFs
44
+ 25.14%
$216.72 - $244.71 $9.54K - $10.8K
219 $51.6M
HEWJ
Ishares Currency Hedged Msci J

ETFs
266
+ 34.23%
$40.78 - $43.67 $10.8K - $11.6K
1.04K $44.4M
IMCB
Ishares Morningstar Mid Cap Et

ETFs
157
+ 19.12%
$75.22 - $82.17 $11.8K - $12.9K
978 $74.5M
MGV
Vanguard Mega Cap Value

ETFs
739
+ 3.08%
$124.06 - $133.48 $91.7K - $98.6K
24.7K $3.09B
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
111
+ 2775.0%
$99.04 - $109.59 $11K - $12.2K
115 $11.4M
JEPI
J P Morgan Exchange Traded Fd

ETFs
184
+ 368.0%
$57.53 - $60.83 $10.6K - $11.2K
234 $13.5M
DFIP
Dimensional ETF Tr Inflation P

ETFs
622
+ 7.28%
$40.31 - $42.43 $25.1K - $26.4K
9.17K $371M
IYW
Ishares Dj Us Tech ETF

ETFs
41
+ 9.88%
$148.14 - $166.23 $6.07K - $6.82K
456 $72.7M
Axil Brands Inc
2.5K
New
N/A
2.5K $9.65M
ADP
Automatic Data Processing Inc

Industrials
15
+ 4.72%
$280.08 - $307.97 $4.2K - $4.62K
333 $97.6M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
415
+ 100.97%
$22.39 - $23.45 $9.29K - $9.73K
826 $19M
EWMC
Invesco Exchange Traded Fd Tr

ETFs
103
+ 18.17%
N/A
670 $75.5M
MS
Morgan Stanley

Financial Services
41
+ 22.04%
$104.42 - $134.99 $4.28K - $5.53K
227 $28.6M
DLY
Double Line Yield Opportunities Fund

N/A
590
+ 129.67%
$15.64 - $16.56 $9.23K - $9.77K
1.05K $16.5M
Ishares Tr
195
+ 48.39%
N/A
598 $30.8M
HDB
Hdfc Bank LTD

Financial Services
134
New
$59.45 - $68.01 $7.97K - $9.11K
134 $8.56M
PNC
Pnc Financial Services Group, Inc.

Financial Services
24
+ 4.91%
$178.39 - $215.0 $4.28K - $5.16K
513 $98.9M
TBIL
Rbb Fd Inc Us Treas 3 Month Bi
296
+ 0.84%
N/A
35.5K $1.77B
IDOG
Alps ETF Tr Intl Sector Divid

ETFs
302
+ 191.14%
$28.25 - $31.75 $8.53K - $9.59K
460 $13.3M
VFH
Vanguard Financial ETF

ETFs
9
+ 1.03%
$108.87 - $126.2 $980 - $1.14K
882 $104M
IBN
Icici Bank LTD

Financial Services
273
New
$28.69 - $31.9 $7.83K - $8.71K
273 $8.15M
DE
Deere & CO

Industrials
19
+ 126.67%
$389.45 - $466.0 $7.4K - $8.85K
34 $14.4M
DLTR
Dollar Tree, Inc.

Consumer Defensive
100
+ 72.46%
$61.21 - $76.19 $6.12K - $7.62K
238 $17.8M
TGT
Target Corp

Consumer Defensive
150
+ 25.21%
$121.59 - $160.69 $18.2K - $24.1K
745 $101M
IMCG
Ishare Morningstar Mid Cap Gro

ETFs
104
+ 472.73%
$72.18 - $81.41 $7.51K - $8.47K
126 $9.52M
HFXI
Indexiq Iq 50 Percent Hedged F

ETFs
303
+ 312.37%
$25.79 - $27.56 $7.81K - $8.35K
400 $10.4M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
833
+ 2.27%
$48.33 - $49.08 $40.3K - $40.9K
37.5K $1.82B
ACWV
Ishares Msci Global Min Vol Fa

ETFs
70
New
$108.6 - $115.42 $7.6K - $8.08K
70 $7.64M
RMT
Royce Micro Cap Trust, Inc.

Financial Services
784
New
$9.32 - $10.4 $7.31K - $8.15K
784 $7.64M
RGTI
Rigetti Computing, Inc.

Technology
500
New
$0.74 - $17.08 $370 - $8.54K
500 $7.63M
INFY
Infosys LTD

Technology
345
New
$20.71 - $23.42 $7.14K - $8.08K
345 $7.56M
HON
Honeywell International Inc

Industrials
29
+ 67.44%
$202.84 - $236.0 $5.88K - $6.84K
72 $16.3M
ASX
Ase Technology Holding Co., Ltd.

Technology
723
New
$9.49 - $10.74 $6.86K - $7.77K
723 $7.28M
LQDH
Ishares U S ETF Tr Int Rate He

ETFs
78
+ 19.12%
$92.58 - $93.71 $7.22K - $7.31K
486 $45.1M
DIAL
Columbia ETF Tr I Diversified

ETFs
495
+ 24.29%
$17.52 - $18.45 $8.67K - $9.13K
2.53K $44.4M
BIZD
Vaneck Vectors ETF Tr Bdc Inco

ETFs
398
New
$15.9 - $17.05 $6.33K - $6.79K
398 $6.62M
KB
Kb Financial Group Inc.

Financial Services
115
New
$56.9 - $72.19 $6.54K - $8.3K
115 $6.54M
VFMO
Vanguard Wellington Fd U S Mom

ETFs
30
+ 6.71%
$159.11 - $178.39 $4.77K - $5.35K
477 $78.5M
MMYT
Make My Trip LTD

Consumer Cyclical
55
New
N/A
55 $6.18M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
80
+ 275.86%
$82.28 - $117.52 $6.58K - $9.4K
109 $9.24M
PPA
Invesco Exchange Traded Fd Tr

ETFs
54
+ 17.76%
$113.79 - $124.5 $6.14K - $6.72K
358 $41M
CB
Chubb LTD

Financial Services
21
New
$271.57 - $301.89 $5.7K - $6.34K
21 $5.8M
ADI
Analog Devices Inc

Technology
27
New
$206.35 - $236.48 $5.57K - $6.38K
27 $5.74M
PH
Parker Hannifin Corp

Industrials
9
New
$621.74 - $709.46 $5.6K - $6.39K
9 $5.73M
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
Track This Portfolio

Track Glass Jacobson Investment Advisors LLC Portfolio

Follow Glass Jacobson Investment Advisors LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Glass Jacobson Investment Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Glass Jacobson Investment Advisors LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email