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
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
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
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
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
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
T
At&T Inc.

Communication Services
10
+ 0.96%
$26.94 - $29.62 $269 - $296
1.05K $29.6M
PLTK
Playtika Holding Corp.

Communication Services
19
+ 2.07%
$3.44 - $5.0 $65.4 - $95
938 $3.65M
IYK
Ishares U.S. Consumer Staples

ETFs
1
+ 0.19%
$67.65 - $71.68 $67.7 - $71.7
528 $36.1M
Peakstone Realty Trust
6
+ 0.04%
N/A
13.7K $180M
AB
Alliancebernstein Holding L.P.

Financial Services
20
+ 1.77%
$37.76 - $42.88 $755 - $858
1.15K $43.9M
NFLX
Netflix Inc

Communication Services
33
+ 8.15%
$1147.87 - $1297.18 $37.9K - $42.8K
438 $525M
CRS
Carpenter Technology Corp

Industrials
37
+ 3.95%
$232.4 - $287.42 $8.6K - $10.6K
974 $239M
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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