Glass Jacobson Investment Advisors LLC Incresed Positions in Q3 2025

Glass Jacobson Investment Advisors LLC

  • $277 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
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
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
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
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
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
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
ILCG
Ishares Morningstar Growth ETF
1
+ 0.23%
N/A
437 $45.6M
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
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
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
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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