Glassman Wealth Services Purchases and Sells in Q3 2025

Glassman Wealth Services

$708 Million
Q3 2025

Top Buys

Incresed Positions

33 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VOO	530 + 0.19%	$567.77 - $614.76 $301K - $326K	283K $173M
FNDX	45.2K + 0.98%	$24.38 - $26.34 $1.1M - $1.19M	4.67M $123M
VEU	23.2K + 2.14%	$66.38 - $71.68 $1.54M - $1.67M	1.11M $79.2M
DFAC	40.6K + 2.77%	$36.04 - $38.78 $1.46M - $1.58M	1.51M $58.1M
DFAX	39.6K + 2.12%	$29.25 - $31.56 $1.16M - $1.25M	1.91M $59.8M
DGRW	3.97K + 0.48%	$84.28 - $89.46 $335K - $355K	836K $74.4M

New Holdings

10 operations

Stock	Shares change	Price Range	Shares Held	Trade History
NACP	590 New	$43.02 - $47.67 $25.4K - $28.1K	590 $28K
JEPI	400 New	$55.61 - $57.37 $22.2K - $22.9K	400 $22K
SOXX	81 New	$236.93 - $271.12 $19.2K - $22K	81 $21K
DUHP	461 New	$35.76 - $37.93 $16.5K - $17.5K	461 $17K
DFUV	388 New	$41.91 - $44.87 $16.3K - $17.4K	388 $17K
DFIV	167 New	$42.66 - $46.53 $7.12K - $7.77K	167 $7K

Top Sells

Reduced Positions

23 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IEMG	-9.32K - 48.55%	N/A	9.88K $529K
VTEB	-7.55K - 7.45%	$48.5 - $50.19 $366K - $379K	93.7K $4.69M
SCHB	-7.94K - 47.11%	$23.82 - $25.84 $189K - $205K	8.91K $229K
GVI	-782 - 75.48%	$105.8 - $107.81 $82.7K - $84.3K	254 $27K
VOX	-150 - 50.0%	$169.0 - $192.17 $25.4K - $28.8K	150 $28K
PBW	-410 - 71.68%	$20.09 - $29.42 $8.24K - $12.1K	162 $4K

Activity Summary All Purchases 43 New Holdings 10 Increased Positions 33 All Sells 23 Reductions 23 Sold out 0 Calls 0 Puts 0

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