Globalt Investments LLC / Ga Sells in Q4 2024

Globalt Investments LLC / Ga

  • $2.61 Trillion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SPTS
Spdr Portfolio Short Term Trea

ETFs
-5.12M
- 55.38%
$28.88 - $29.33 $148M - $150M
4.13M $120B
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
-2.3M
- 93.41%
$22.39 - $23.45 $51.6M - $54M
163K $3.74B
IBTF
Ishares Tr Ibonds Dec 2025 Ter

ETFs
-2.28M
- 91.13%
$23.25 - $23.37 $53.1M - $53.4M
222K $5.18B
IWD
Ishares Russell 1000 Val ETF

ETFs
-52.8K
- 2.8%
$183.23 - $199.79 $9.67M - $10.5M
1.83M $339B
LLY
Eli Lilly & CO

Healthcare
-4.29K
- 21.43%
$727.2 - $932.06 $3.12M - $4M
15.7K $12.1B
IWM
Ishares Russell 2000 ETF

ETFs
-21.8K
- 7.22%
$216.13 - $242.4 $4.72M - $5.29M
281K $62B
MRK
Merck & Co., Inc.

Healthcare
-32.3K
- 32.85%
$96.31 - $114.76 $3.11M - $3.71M
66K $6.57B
CWI
Spdr Ser Tr Spdr Msci Acwi Ex

ETFs
-27.9K
- 1.83%
$27.88 - $30.51 $778K - $851K
1.5M $41.8B
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
-18.2K
- 0.55%
$27.8 - $29.05 $505K - $528K
3.31M $92.3B
AMT
American Tower Corp

Real Estate
-13.5K
- 67.12%
$179.4 - $232.01 $2.42M - $3.13M
6.61K $1.21B
VIG
Vanguard Dividend Appreciation

ETFs
-9.83K
- 3.55%
N/A
267K $52.2B
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-10.4K
- 1.97%
$44.04 - $49.49 $456K - $512K
514K $22.6B
IBTH
Ishares Tr Ibonds Dec 2027 Ter

ETFs
-47.9K
- 1.57%
$22.1 - $22.59 $1.06M - $1.08M
3.01M $66.7B
EFA
Ishares Tr Msci Eafe ETF

ETFs
-6.48K
- 3.69%
$75.1 - $82.99 $486K - $537K
169K $12.8B
IWS
Ishares Russell Midcap Value E

ETFs
-8.35K
- 3.16%
$128.08 - $140.32 $1.07M - $1.17M
256K $33.1B
EEM
Ishares Msci Emerging Markets

ETFs
-15.1K
- 5.48%
$41.82 - $47.36 $630K - $713K
260K $10.9B
AMGN
Amgen Inc

Healthcare
-898
- 4.07%
$258.78 - $328.31 $232K - $295K
21.2K $5.52B
GLD
Spdr Gold Trust

ETFs
-2.95K
- 0.49%
$236.59 - $257.5 $698K - $760K
604K $146B
ELV
Elevance Health, Inc.

Healthcare
-575
- 8.39%
$365.96 - $514.62 $210K - $296K
6.28K $2.32B
KO
Coca Cola CO

Consumer Defensive
-1.58K
- 1.4%
$61.74 - $71.71 $97.7K - $114K
112K $6.94B
LMT
Lockheed Martin Corp

Industrials
-139
- 1.23%
$479.66 - $614.62 $66.7K - $85.4K
11.2K $5.42B
GPC
Genuine Parts CO

Consumer Cyclical
-1.83K
- 4.34%
$113.11 - $143.63 $207K - $263K
40.3K $4.71B
KHC
Kraft Heinz CO

Consumer Defensive
-10.4K
- 5.36%
$30.1 - $36.02 $312K - $374K
183K $5.63B
TLT
Ishares Barclays 20+ Year Trea

ETFs
-3.47K
- 4.45%
$87.1 - $98.49 $302K - $341K
74.4K $6.5B
MDLZ
Mondelez International, Inc.

Consumer Defensive
-1.62K
- 2.3%
$59.25 - $72.99 $95.8K - $118K
68.8K $4.11B
MSFT
Microsoft Corp

Technology
-660
- 0.74%
$406.35 - $454.46 $268K - $300K
88.1K $37.1B
AZN
Astrazeneca PLC

Healthcare
-1.48K
- 2.13%
$63.2 - $79.58 $93.7K - $118K
68K $4.46B
NEM
Newmont Corp

Basic Materials
-2.59K
- 4.93%
$37.0 - $58.68 $95.8K - $152K
49.9K $1.86B
CTAS
Cintas Corp

Industrials
-623
- 1.82%
$182.7 - $226.47 $114K - $141K
33.5K $6.13B
VZ
Verizon Communications Inc

Communication Services
-5.4K
- 3.94%
$39.6 - $45.21 $214K - $244K
132K $5.26B
UBER
Uber Technologies, Inc

Technology
-1.27K
- 2.32%
$59.93 - $86.34 $75.8K - $109K
53.3K $3.21B
ADI
Analog Devices Inc

Technology
-1.29K
- 4.02%
$206.35 - $236.48 $266K - $305K
30.8K $6.54B
TXN
Texas Instruments Inc

Technology
-532
- 1.52%
N/A
34.4K $6.46B
SO
Southern CO

Utilities
-1.23K
- 1.52%
$81.5 - $94.15 $100K - $116K
79.5K $6.55B
UNP
Union Pacific Corp

Industrials
-713
- 2.31%
$223.15 - $249.32 $159K - $178K
30.1K $6.86B
HPQ
Hp Inc

Technology
-2.83K
- 1.57%
$32.46 - $39.3 $91.9K - $111K
177K $5.78B
KMB
Kimberly Clark Corp

Consumer Defensive
-678
- 1.52%
$130.37 - $146.09 $88.4K - $99K
44K $5.77B
PG
Procter & Gamble CO

Consumer Defensive
-1.83K
- 3.75%
$161.05 - $179.7 $295K - $330K
47K $7.89B
DUK
Duke Energy Corp

Utilities
-818
- 1.33%
$105.76 - $120.76 $86.5K - $98.8K
60.8K $6.55B
XOM
Exxon Mobil Corp

Energy
-285
- 0.6%
$105.51 - $125.37 $30.1K - $35.7K
47.3K $5.09B
UPS
United Parcel Service Inc

Industrials
-1.29K
- 4.15%
$122.65 - $138.35 $158K - $178K
29.7K $3.75B
MAS
Masco Corp

Industrials
-531
- 1.51%
$72.52 - $85.73 $38.5K - $45.5K
34.7K $2.52B
AMAT
Applied Materials Inc

Technology
-122
- 1.2%
$161.44 - $213.89 $19.7K - $26.1K
10.1K $1.64B
VNQ
Vanguard Specialized Funds Van

ETFs
-2.2K
- 8.76%
$87.85 - $98.6 $193K - $217K
22.9K $2.04B
ECL
Ecolab Inc.

Basic Materials
-293
- 1.85%
$234.32 - $261.43 $68.7K - $76.6K
15.6K $3.64B
WM
Waste Management Inc

Industrials
-603
- 1.41%
$201.79 - $228.46 $122K - $138K
42.3K $8.53B
JNJ
Johnson & Johnson

Healthcare
-268
- 1.45%
$143.34 - $165.86 $38.4K - $44.5K
18.2K $2.63B
PHM
Pultegroup Inc

Consumer Cyclical
-118
- 1.18%
$108.86 - $149.04 $12.8K - $17.6K
9.89K $1.08B
IWX
Ishares Tr Russell 200 Value E

ETFs
-1.63K
- 2.34%
$78.25 - $85.17 $128K - $139K
68.2K $5.39B
Activity Summary
Buys All Purchases 51 New Holdings 12 Increased Positions 39 Sells All Sells 131 Reductions 131 Sold out 0 Options Calls 0 Puts 0
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