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
EXC
Exelon Corp

Utilities
22
+ 0.83%
$42.73 - $45.54 $940 - $1K
2.67K $120M
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
13
+ 0.14%
$70.85 - $76.96 $921 - $1K
8.98K $683M
YOLO
Advisorshares Tr Pure Cannabis

ETFs
697
+ 48.04%
$1.9 - $3.71 $1.32K - $2.59K
2.15K $7.58M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
3
+ 0.39%
$94.17 - $99.95 $283 - $300
780 $78M
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
41
+ 3.66%
N/A
1.16K $77.6M
SCHX
Schwab Strategic Tr Us Large C

ETFs
4
+ 0.19%
$24.46 - $26.5 $97.8 - $106
2.13K $56.1M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
10
+ 55.56%
$275.84 - $326.36 $2.76K - $3.26K
28 $9.27M
HPF
John Hancock Preferred Income Fund Ii

Financial Services
100
+ 5.33%
$15.69 - $16.9 $1.57K - $1.69K
1.98K $33.3M
VFVA
Vanguard Wellington Fd U S Val

ETFs
16
+ 9.52%
$116.21 - $129.7 $1.86K - $2.08K
184 $23.5M
M
Macy'S, Inc.

Consumer Cyclical
7
+ 1.38%
$11.9 - $18.17 $83.3 - $127
513 $9.2M
VTWG
Vanguard Russell 2000 Growth E

ETFs
14
New
$208.02 - $237.84 $2.91K - $3.33K
14 $3.27M
PFFD
Global X Fds U S Pfd ETF (De)

ETFs
126
+ 12.4%
$18.82 - $19.8 $2.37K - $2.49K
1.14K $22.2M
MUB
Ishares National Muni Bond ETF

ETFs
6
+ 0.5%
$103.24 - $106.68 $619 - $640
1.2K $127M
EFV
Msci Eafe Value ETF

ETFs
37
+ 36.27%
$62.79 - $68.42 $2.32K - $2.53K
139 $9.43M
HAL
Halliburton CO

Energy
120
New
$20.5 - $25.11 $2.46K - $3.01K
120 $2.95M
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
127
+ 27.37%
$20.76 - $21.78 $2.64K - $2.77K
591 $12.7M
PPA
Invesco Exchange Traded Fd Tr

ETFs
1
+ 0.48%
$139.82 - $155.45 $140 - $155
208 $32.3M
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
1
+ 0.3%
$133.48 - $144.38 $133 - $144
332 $47.3M
DIAL
Columbia ETF Tr I Diversified

ETFs
105
+ 5.9%
$17.97 - $18.51 $1.89K - $1.94K
1.89K $34.8M
RWJ
Invesco Exchange Traded Fd Tr

ETFs
48
New
$42.88 - $49.1 $2.06K - $2.36K
48 $2.33M
BAC
Bank Of America Corp

Financial Services
2
+ 0.38%
$44.92 - $52.42 $89.8 - $105
526 $27.1M
FDHY
Fidelity Covington Trust High

ETFs
30
+ 1.7%
$48.66 - $49.64 $1.46K - $1.49K
1.79K $88.3M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
16
+ 1.68%
$23.82 - $25.84 $381 - $413
966 $24.8M
VFMF
Vanguard Wellington Fd Us Mult

ETFs
1
+ 0.48%
$132.51 - $145.94 $133 - $146
211 $30.4M
SCHA
Schwab Strategic Tr Us Small C

ETFs
10
+ 1.39%
$25.29 - $28.33 $253 - $283
730 $20.4M
RIVN
Rivian Automotive, Inc.

Consumer Cyclical
88
+ 11.04%
$11.64 - $15.79 $1.02K - $1.39K
885 $13M
JCPB
J P Morgan Exchange Traded Fd

ETFs
14
+ 0.65%
$46.37 - $47.77 $649 - $669
2.18K $104M
STGW
Stagwell Inc

Communication Services
200
+ 40.0%
$4.53 - $5.76 $906 - $1.15K
700 $3.94M
BOTZ
Global X Fds

ETFs
2
+ 0.35%
$32.14 - $35.96 $64.3 - $71.9
577 $20.4M
FSMD
Fidelity Covington Tr Small Mi

ETFs
2
+ 0.36%
$41.29 - $44.71 $82.6 - $89.4
565 $24.9M
F
Ford Motor CO

Consumer Cyclical
14
+ 1.2%
$10.82 - $12.09 $151 - $169
1.18K $14.1M
LQDH
Ishares U S ETF Tr Int Rate He

ETFs
8
+ 1.48%
$92.14 - $93.55 $737 - $748
550 $51.5M
EMMF
Wisdomtree Tr Emerging Mkts Mu

Industrials
4
+ 0.54%
$28.49 - $30.88 $114 - $124
741 $22.7M
Tidal Trust Iii
50
New
N/A
50 $1.07M
VIOG
Vanguard S&P Small Cap 600 Gro

ETFs
1
+ 0.74%
$113.22 - $123.86 $113 - $124
137 $16.6M
IWL
Ishares Tr Russell 200 ETF

ETFs
1
+ 1.47%
$152.78 - $166.59 $153 - $167
69 $11.4M
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
8
+ 1.26%
$52.55 - $54.37 $420 - $435
644 $34.8M
SLB
Schlumberger Limited

Energy
18
New
$32.37 - $37.31 $583 - $672
18 $619K
FLTB
Fidelity Merrimack Str Tr LTD

ETFs
3
+ 0.23%
$50.19 - $50.91 $151 - $153
1.32K $66.7M
TAK
Takeda Pharmaceutical CO LTD

Healthcare
35
New
$13.6 - $15.52 $476 - $543
35 $513K
IPG
Interpublic Group Of Companies, Inc.

Communication Services
1
+ 1.18%
$24.02 - $27.91 $24 - $27.9
86 $2.39M
KHC
Kraft Heinz CO

Consumer Defensive
5
+ 0.72%
$25.63 - $28.94 $128 - $145
702 $18.3M
Listed Fds Tr
4
New
N/A
4 $260K
PSR
Invesco Actively

ETFs
2
+ 6.06%
$89.62 - $94.13 $179 - $188
35 $3.24M
ADT
Adt Inc.

Industrials
3
+ 0.6%
$8.27 - $8.85 $24.8 - $26.5
505 $4.4M
ILTB
Ishares Core 10+ Year Usd Bond

ETFs
2
New
$48.06 - $50.98 $96.1 - $102
2 $101K
ENPH
Enphase Energy, Inc.

Technology
50
+ 12.5%
$30.11 - $42.97 $1.51K - $2.15K
450 $15.9M
FTHY
First Trust High Yield Opportunities 2027 Term Fund

Technology
12
+ 2.96%
$14.49 - $14.86 $174 - $178
417 $6.04M
GOOD
Gladstone Commercial Corp

Real Estate
4
+ 2.6%
$12.21 - $14.62 $48.8 - $58.5
158 $1.95M
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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