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
IBND
Spdr Bloomberg International C

ETFs
223
+ 81.09%
$28.36 - $30.49 $6.32K - $6.8K
498 $14.1M
ACN
Accenture PLC

Technology
17
+ 5.96%
$343.9 - $376.86 $5.85K - $6.41K
302 $106M
EDIV
Spdr S&P Emerging Dividends Et

ETFs
169
+ 64.5%
$34.83 - $38.05 $5.89K - $6.43K
431 $15.2M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
25
New
$209.89 - $233.24 $5.25K - $5.83K
25 $5.31M
HPE
Hewlett Packard Enterprise CO

Technology
205
+ 21.11%
$19.31 - $23.95 $3.96K - $4.91K
1.18K $25.1M
CME
Cme Group Inc.

Financial Services
20
+ 95.24%
$221.17 - $246.02 $4.42K - $4.92K
41 $9.52M
MBB
Ishares Tr

ETFs
54
+ 337.5%
$91.26 - $95.82 $4.93K - $5.17K
70 $6.42M
IVT
Inven Trust Properties Corp.

Real Estate
161
New
$28.52 - $31.3 $4.59K - $5.04K
161 $4.84M
TCOM
Trip.Com Group LTD

Consumer Cyclical
70
New
$58.0 - $75.06 $4.06K - $5.25K
70 $4.81M
ABT
Abbott Laboratories

Healthcare
43
+ 24.57%
$111.93 - $119.39 $4.81K - $5.13K
218 $24.7M
BK
Bank Of New York Mellon Corp

Financial Services
57
New
$70.82 - $81.87 $4.04K - $4.67K
57 $4.38M
YUMC
Yum China Holdings, Inc.

Consumer Cyclical
89
New
$43.37 - $51.46 $3.86K - $4.58K
89 $4.29M
INCO
Columbia ETF Tr Ii Columbia In

ETFs
69
+ 431.25%
$64.28 - $76.45 $4.44K - $5.28K
85 $5.5M
KT
Kt Corp

Communication Services
273
New
$14.79 - $18.29 $4.04K - $4.99K
273 $4.24M
EOG
Eog Resources Inc

Energy
34
New
$118.22 - $136.54 $4.02K - $4.64K
34 $4.17M
IBM
International Business Machines Corp

Technology
22
+ 3.79%
$204.9 - $238.04 $4.51K - $5.24K
602 $132M
WM
Waste Management Inc

Industrials
20
New
$201.79 - $228.46 $4.04K - $4.57K
20 $4.04M
IWL
Ishares Tr Russell 200 ETF

ETFs
3
+ 0.35%
$138.92 - $149.97 $417 - $450
859 $124M
AMD
Advanced Micro Devices Inc

Technology
120
+ 48.98%
$118.88 - $172.8 $14.3K - $20.7K
365 $44.1M
SONY
Sony Group Corp

Technology
180
New
$17.53 - $96.8 $3.16K - $17.4K
180 $3.81M
Linde PLC
9
New
N/A
9 $3.77M
TT
Trane Technologies PLC

Industrials
10
New
$369.35 - $419.14 $3.69K - $4.19K
10 $3.69M
SAN
Banco Santander, S.A.

Financial Services
793
New
$4.49 - $5.05 $3.56K - $4K
793 $3.62M
SCHX
Schwab Strategic Tr Us Large C

ETFs
4.05K
+ 200.0%
$22.4 - $68.28 $90.7K - $276K
6.07K $141M
Gsk PLC
109
+ 340.63%
N/A
141 $4.77M
M
Macy'S, Inc.

Consumer Cyclical
200
New
$14.56 - $18.1 $2.91K - $3.62K
200 $3.39M
IYR
Ishares Tr

ETFs
51
+ 30.36%
$90.74 - $102.87 $4.63K - $5.25K
219 $20.4M
WMB
Williams Companies, Inc.

Energy
42
+ 34.43%
$46.37 - $59.74 $1.95K - $2.51K
164 $8.88M
NOC
Northrop Grumman Corp

Industrials
7
New
$466.52 - $543.88 $3.27K - $3.81K
7 $3.29M
LYG
Lloyds Banking Group PLC

Financial Services
1.19K
New
$2.67 - $3.23 $3.17K - $3.84K
1.19K $3.23M
AEE
Ameren Corp

Utilities
36
New
$85.81 - $94.98 $3.09K - $3.42K
36 $3.21M
UTZ
Utz Brands, Inc.

Consumer Defensive
200
New
$15.46 - $18.02 $3.09K - $3.6K
200 $3.13M
AB
Alliancebernstein Holding L.P.

Financial Services
22
+ 2.09%
$34.59 - $38.68 $761 - $851
1.08K $39.9M
PEG
Public Service Enterprise Group Inc

Utilities
37
New
$81.87 - $94.51 $3.03K - $3.5K
37 $3.13M
Lam Research Corp
43
New
N/A
43 $3.11M
PHG
Koninklijke Philips Nv

Healthcare
122
New
$24.71 - $32.66 $3.01K - $3.98K
122 $3.09M
CMS
Cms Energy Corp

Utilities
46
New
$65.76 - $71.94 $3.02K - $3.31K
46 $3.07M
ENB
Enbridge Inc

Energy
55
+ 13.99%
$40.4 - $43.92 $2.22K - $2.42K
448 $19M
SBLK
Star Bulk Carriers Corp.

Industrials
320
+ 160.0%
$14.7 - $23.59 $4.7K - $7.55K
520 $7.78M
Vesta Real Estate Corp
118
New
N/A
118 $3.02M
HPQ
Hp Inc

Technology
205
+ 18.08%
$32.46 - $39.3 $6.65K - $8.06K
1.34K $43.7M
Fidelity Covington Trust
9
+ 0.28%
N/A
3.2K $105M
LMT
Lockheed Martin Corp

Industrials
6
New
$479.66 - $614.62 $2.88K - $3.69K
6 $2.92M
SCHA
Schwab Strategic Tr Us Small C

ETFs
15.5K
+ 99.87%
$25.33 - $51.16 $392K - $793K
31K $802M
VRP
Invesco ETF Tr Ii Var Rate Pfd

ETFs
130
+ 12.46%
$24.19 - $24.63 $3.14K - $3.2K
1.17K $28.4M
FCPT
Four Corners Property Trust, Inc.

Real Estate
100
New
$26.74 - $29.73 $2.67K - $2.97K
100 $2.71M
OSCR
Oscar Health, Inc.

Healthcare
200
New
$13.38 - $20.63 $2.68K - $4.13K
200 $2.69M
ITUB
Itau Unibanco Holding S.A.

Financial Services
526
New
$4.96 - $6.57 $2.61K - $3.46K
526 $2.61M
MO
Altria Group, Inc.

Consumer Defensive
5
+ 0.27%
$49.06 - $57.74 $245 - $289
1.83K $95.6M
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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