Glassman Wealth Services
Latest statistics and disclosures from Glassman Wealth Services's latest quarterly 13F-HR filing:
- Top 5 stock holdings are VOO, FNDX, VEU, DGRW, NVR, and represent 48.55% of Glassman Wealth Services's stock portfolio.
- Added to shares of these 10 stocks: DGRW (+$5.8M), DFAX, VTI, DFAC, BND, VEU, VYM, FNDX, VTEB, VB.
- Started 130 new stock positions in BANC, MLYS, NVST, PLL, GTES, PIII, HRMY, LAND, ZIP, CNTY.
- Reduced shares in these 10 stocks: NVR, VOO, LIN, IWB, AAPL, IWM, XOM, SPY, , VXF.
- Sold out of its positions in ACMR, AMCX, Activision Blizzard, ATGE, AEHR, AGTI, AL, ALLK, ALSN, CRMT.
- Glassman Wealth Services was a net buyer of stock by $20M.
- Glassman Wealth Services has $706M in assets under management (AUM), dropping by 14.09%.
- Central Index Key (CIK): 0001642160
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Portfolio Holdings for Glassman Wealth Services
Glassman Wealth Services holds 1960 positions in its portfolio as reported in the December 2023 quarterly 13F filing
Glassman Wealth Services has 1960 total positions. Only the first 250 positions are shown.
- Sign up to view all of the Glassman Wealth Services Dec. 31, 2023 positions
- Download the Glassman Wealth Services December 2023 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 17.7 | $125M | 286k | 436.80 |
|
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| Schwab Strategic Tr Schwab Fdt Us Lg (FNDX) | 12.8 | $91M | 1.5M | 61.94 |
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| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 6.5 | $46M | +3% | 823k | 56.14 |
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| Wisdomtree Tr Us Qtly Div Grt (DGRW) | 6.4 | $45M | +14% | 640k | 70.28 |
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| NVR (NVR) | 5.1 | $36M | -3% | 5.2k | 7000.80 |
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| Dimensional Etf Trust World Ex Us Core (DFAX) | 4.6 | $33M | +12% | 1.3M | 24.42 |
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| Apple (AAPL) | 4.4 | $31M | 162k | 192.53 |
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| Dimensional Etf Trust Us Core Equity 2 (DFAC) | 4.4 | $31M | +12% | 1.1M | 29.23 |
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| Snap-on Incorporated (SNA) | 4.1 | $29M | 101k | 288.84 |
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| Microsoft Corporation (MSFT) | 2.9 | $20M | 54k | 376.04 |
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| Ishares Tr Rus 1000 Etf (IWB) | 1.8 | $13M | 48k | 262.26 |
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| Tesla Motors (TSLA) | 1.3 | $9.3M | 38k | 248.48 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 1.0 | $7.4M | +95% | 31k | 237.22 |
|
| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 1.0 | $7.2M | +14% | 142k | 51.05 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.9 | $6.6M | 19k | 356.66 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.9 | $6.2M | -3% | 13k | 475.30 |
|
| Amazon (AMZN) | 0.8 | $6.0M | 39k | 151.94 |
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| Exxon Mobil Corporation (XOM) | 0.8 | $5.4M | -3% | 54k | 99.98 |
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| Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 0.7 | $5.0M | -2% | 72k | 70.10 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 0.6 | $4.4M | 9.3k | 477.63 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.5 | $3.6M | 26k | 140.93 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.5 | $3.4M | 24k | 139.69 |
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| NVIDIA Corporation (NVDA) | 0.4 | $2.6M | -2% | 5.3k | 495.23 |
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| Costco Wholesale Corporation (COST) | 0.3 | $2.5M | 3.7k | 660.16 |
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| Home Depot (HD) | 0.3 | $2.4M | 7.0k | 346.56 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 0.3 | $2.4M | 8.5k | 277.15 |
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| Johnson & Johnson (JNJ) | 0.3 | $2.3M | +2% | 15k | 156.74 |
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| UnitedHealth (UNH) | 0.3 | $2.3M | 4.4k | 526.48 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.3 | $2.3M | 5.5k | 409.52 |
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| Cadence Design Systems (CDNS) | 0.3 | $2.3M | 8.3k | 272.37 |
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| Procter & Gamble Company (PG) | 0.3 | $2.0M | +7% | 14k | 146.54 |
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| Merck & Co (MRK) | 0.3 | $1.9M | -2% | 18k | 109.02 |
|
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.3 | $1.8M | +974% | 25k | 73.55 |
|
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.2 | $1.5M | +49092% | 14k | 111.63 |
|
| Colgate-Palmolive Company (CL) | 0.2 | $1.5M | 19k | 79.71 |
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| Meta Platforms Cl A (META) | 0.2 | $1.5M | -5% | 4.1k | 353.96 |
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| Pepsi (PEP) | 0.2 | $1.3M | -2% | 7.9k | 169.83 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.2 | $1.3M | -6% | 4.3k | 303.16 |
|
| Vanguard Index Fds Large Cap Etf (VV) | 0.2 | $1.3M | +38% | 6.0k | 218.13 |
|
| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.2 | $1.3M | +14% | 22k | 57.96 |
|
| Mastercard Incorporated Cl A (MA) | 0.2 | $1.3M | 3.0k | 426.44 |
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| McDonald's Corporation (MCD) | 0.2 | $1.3M | 4.3k | 296.54 |
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| Visa Com Cl A (V) | 0.2 | $1.2M | 4.8k | 260.33 |
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| Intel Corporation (INTC) | 0.2 | $1.2M | +7% | 25k | 50.25 |
|
| JPMorgan Chase & Co. (JPM) | 0.2 | $1.2M | +4% | 7.1k | 170.10 |
|
| Ark Etf Tr Innovation Etf (ARKK) | 0.2 | $1.2M | 23k | 52.37 |
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| Marriott Intl Cl A (MAR) | 0.2 | $1.1M | 4.9k | 225.49 |
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| Pfizer (PFE) | 0.1 | $1.0M | -4% | 36k | 28.79 |
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| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.1 | $1.0M | 2.0k | 507.38 |
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| Cisco Systems (CSCO) | 0.1 | $993k | +2% | 20k | 50.52 |
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| General Dynamics Corporation (GD) | 0.1 | $964k | 3.7k | 259.67 |
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| Walt Disney Company (DIS) | 0.1 | $964k | -7% | 11k | 90.29 |
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| Broadcom (AVGO) | 0.1 | $948k | +4% | 849.00 | 1116.06 |
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| Kratos Defense & Sec Solutio Com New (KTOS) | 0.1 | $947k | 47k | 20.29 |
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| Oracle Corporation (ORCL) | 0.1 | $920k | 8.7k | 105.43 |
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| International Business Machines (IBM) | 0.1 | $920k | 5.6k | 163.56 |
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| Marathon Petroleum Corp (MPC) | 0.1 | $819k | 5.5k | 148.35 |
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| Netflix (NFLX) | 0.1 | $789k | -3% | 1.6k | 486.88 |
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| Ishares Tr S&p 500 Val Etf (IVE) | 0.1 | $780k | 4.5k | 173.89 |
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| Wal-Mart Stores (WMT) | 0.1 | $764k | +7% | 4.8k | 157.66 |
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| Bank of America Corporation (BAC) | 0.1 | $743k | -5% | 22k | 33.67 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.1 | $717k | -5% | 15k | 47.90 |
|
| Eli Lilly & Co. (LLY) | 0.1 | $704k | -2% | 1.2k | 582.92 |
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| Rbc Cad (RY) | 0.1 | $684k | 6.8k | 101.13 |
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| Thermo Fisher Scientific (TMO) | 0.1 | $675k | -5% | 1.3k | 530.90 |
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| Starbucks Corporation (SBUX) | 0.1 | $675k | 7.0k | 96.01 |
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| Spdr Ser Tr S&p Divid Etf (SDY) | 0.1 | $673k | +5% | 5.4k | 124.98 |
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| Ishares Tr Rus Mid Cap Etf (IWR) | 0.1 | $659k | 8.5k | 77.73 |
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| Vanguard Index Fds Small Cp Etf (VB) | 0.1 | $651k | +270% | 3.1k | 213.33 |
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| Lowe's Companies (LOW) | 0.1 | $645k | -3% | 2.9k | 222.55 |
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| Abbvie (ABBV) | 0.1 | $644k | 4.2k | 154.96 |
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| Comcast Corp Cl A (CMCSA) | 0.1 | $636k | 15k | 43.85 |
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| Novo-nordisk A S Adr (NVO) | 0.1 | $611k | 5.9k | 103.45 |
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| BlackRock (BLK) | 0.1 | $589k | -3% | 726.00 | 811.80 |
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| Select Sector Spdr Tr Financial (XLF) | 0.1 | $574k | 15k | 37.60 |
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| Union Pacific Corporation (UNP) | 0.1 | $572k | -9% | 2.3k | 245.62 |
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| Chevron Corporation (CVX) | 0.1 | $564k | -3% | 3.8k | 149.14 |
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| Caterpillar (CAT) | 0.1 | $555k | 1.9k | 295.68 |
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| Advanced Micro Devices (AMD) | 0.1 | $541k | 3.7k | 147.41 |
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| Deere & Company (DE) | 0.1 | $524k | -9% | 1.3k | 399.87 |
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| Lockheed Martin Corporation (LMT) | 0.1 | $524k | 1.2k | 453.08 |
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| Coca-Cola Company (KO) | 0.1 | $517k | +3% | 8.8k | 58.93 |
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| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.1 | $495k | -21% | 2.8k | 179.95 |
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| General Electric Com New (GE) | 0.1 | $488k | 3.8k | 127.64 |
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| Applied Materials (AMAT) | 0.1 | $487k | 3.0k | 162.07 |
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| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.1 | $485k | 3.6k | 136.38 |
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| Ishares Tr Ishares Biotech (IBB) | 0.1 | $482k | 3.5k | 135.84 |
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| American Electric Power Company (AEP) | 0.1 | $480k | 5.9k | 81.22 |
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| Adobe Systems Incorporated (ADBE) | 0.1 | $476k | -3% | 797.00 | 596.60 |
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| Marsh & McLennan Companies (MMC) | 0.1 | $474k | -17% | 2.5k | 189.48 |
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| Vanguard Index Fds Value Etf (VTV) | 0.1 | $462k | 3.1k | 149.50 |
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| Select Sector Spdr Tr Indl (XLI) | 0.1 | $458k | 4.0k | 113.99 |
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| Ishares Tr Rus 1000 Val Etf (IWD) | 0.1 | $458k | 2.8k | 165.25 |
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| Boeing Company (BA) | 0.1 | $458k | -5% | 1.8k | 260.66 |
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| Eagle Ban (EGBN) | 0.1 | $444k | -7% | 15k | 30.14 |
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| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.1 | $441k | +5% | 5.9k | 75.10 |
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| Verizon Communications (VZ) | 0.1 | $429k | 11k | 37.70 |
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| American Express Company (AXP) | 0.1 | $407k | -2% | 2.2k | 187.34 |
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| FedEx Corporation (FDX) | 0.1 | $406k | 1.6k | 252.99 |
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| At&t (T) | 0.1 | $398k | +6% | 24k | 16.78 |
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| Travelers Companies (TRV) | 0.1 | $397k | 2.1k | 190.53 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.1 | $396k | +6% | 3.7k | 108.24 |
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| Spdr Index Shs Fds Portfolio Devlpd (SPDW) | 0.1 | $396k | 12k | 34.01 |
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| Vanguard Scottsdale Fds Vng Rus1000idx (VONE) | 0.1 | $393k | NEW | 1.8k | 216.94 |
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| Texas Instruments Incorporated (TXN) | 0.1 | $391k | +13% | 2.3k | 170.45 |
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| Nextera Energy (NEE) | 0.1 | $384k | +3% | 6.3k | 60.74 |
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| Kla Corp Com New (KLAC) | 0.1 | $380k | 654.00 | 581.30 |
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| Public Service Enterprise (PEG) | 0.1 | $378k | 6.2k | 61.15 |
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| Vanguard Scottsdale Fds Long Term Treas (VGLT) | 0.1 | $372k | NEW | 6.1k | 61.53 |
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| Vanguard Charlotte Fds Total Int Bd Etf (BNDX) | 0.1 | $372k | +7140% | 7.5k | 49.37 |
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| Goldman Sachs (GS) | 0.1 | $365k | -4% | 946.00 | 385.77 |
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| Qualcomm (QCOM) | 0.1 | $363k | +5% | 2.5k | 144.64 |
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| Danaher Corporation (DHR) | 0.1 | $361k | -16% | 1.6k | 231.34 |
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| First Tr Exchange-traded Dj Internt Idx (FDN) | 0.1 | $361k | 1.9k | 186.55 |
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| salesforce (CRM) | 0.1 | $360k | +2% | 1.4k | 263.14 |
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| Nike CL B (NKE) | 0.1 | $356k | +9% | 3.3k | 108.56 |
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| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.0 | $348k | -5% | 8.5k | 41.10 |
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| TJX Companies (TJX) | 0.0 | $344k | -5% | 3.7k | 93.81 |
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| Phillips Edison & Co Common Stock (PECO) | 0.0 | $339k | -17% | 9.3k | 36.48 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.0 | $338k | -31% | 1.1k | 310.88 |
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| Anthem (ELV) | 0.0 | $338k | 716.00 | 471.56 |
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| Air Products & Chemicals (APD) | 0.0 | $336k | +6% | 1.2k | 273.73 |
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| Northrop Grumman Corporation (NOC) | 0.0 | $336k | -6% | 718.00 | 468.14 |
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| CVS Caremark Corporation (CVS) | 0.0 | $334k | +9% | 4.2k | 78.96 |
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| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.0 | $332k | +88% | 4.0k | 82.97 |
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| Illinois Tool Works (ITW) | 0.0 | $330k | 1.3k | 261.94 |
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| First Tr Exchange Traded Cloud Computing (SKYY) | 0.0 | $329k | 3.8k | 87.67 |
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| American Centy Etf Tr Us Sml Cp Valu (AVUV) | 0.0 | $323k | +22400% | 3.6k | 89.80 |
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| CSX Corporation (CSX) | 0.0 | $319k | 9.2k | 34.67 |
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| D.R. Horton (DHI) | 0.0 | $317k | 2.1k | 151.98 |
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| Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF) | 0.0 | $313k | 8.9k | 35.20 |
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| Booking Holdings (BKNG) | 0.0 | $312k | -20% | 88.00 | 3547.22 |
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| United Rentals (URI) | 0.0 | $304k | 530.00 | 573.42 |
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| Wells Fargo & Company (WFC) | 0.0 | $304k | 6.2k | 49.22 |
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| Intuit (INTU) | 0.0 | $302k | 483.00 | 625.03 |
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| RBB Motley Fol Etf (TMFC) | 0.0 | $302k | 6.8k | 44.65 |
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| Ishares Tr Select Divid Etf (DVY) | 0.0 | $301k | +6% | 2.6k | 117.22 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 0.0 | $297k | +38% | 1.3k | 232.71 |
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| Abbott Laboratories (ABT) | 0.0 | $296k | +10% | 2.7k | 110.06 |
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| Dimensional Etf Trust Us Core Eqt Mkt (DFAU) | 0.0 | $293k | 8.8k | 33.25 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.0 | $289k | -42% | 1.4k | 200.66 |
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| Ishares Tr S&p Mc 400gr Etf (IJK) | 0.0 | $288k | 3.6k | 79.22 |
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| AmerisourceBergen (COR) | 0.0 | $287k | 1.4k | 205.44 |
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| Mondelez Intl Cl A (MDLZ) | 0.0 | $284k | 3.9k | 72.43 |
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| Raytheon Technologies Corp (RTX) | 0.0 | $279k | -2% | 3.3k | 84.14 |
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| Ishares Tr Glb Cnsm Stp Etf (KXI) | 0.0 | $279k | 4.7k | 59.29 |
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| Vanguard Index Fds Real Estate Etf (VNQ) | 0.0 | $277k | 3.1k | 88.37 |
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| Southern Company (SO) | 0.0 | $274k | -3% | 3.9k | 70.12 |
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| L3harris Technologies (LHX) | 0.0 | $269k | 1.3k | 210.62 |
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| American Tower Reit (AMT) | 0.0 | $268k | +4% | 1.2k | 215.91 |
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| First Tr Nas100 Eq Weighted SHS (QQEW) | 0.0 | $257k | 2.2k | 117.45 |
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| Spdr Ser Tr Portfoli S&p1500 (SPTM) | 0.0 | $257k | 4.4k | 58.45 |
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| Vanguard World Fds Inf Tech Etf (VGT) | 0.0 | $256k | 529.00 | 484.00 |
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| Cigna Corp (CI) | 0.0 | $255k | -15% | 853.00 | 299.45 |
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| Blackstone Group Inc Com Cl A (BX) | 0.0 | $255k | -10% | 1.9k | 130.90 |
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| BP Sponsored Adr (BP) | 0.0 | $252k | 7.1k | 35.40 |
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| Enterprise Products Partners (EPD) | 0.0 | $250k | +3% | 9.5k | 26.35 |
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| Spdr Index Shs Fds Msci Acwi Exus (CWI) | 0.0 | $249k | -15% | 9.2k | 27.04 |
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| Amgen (AMGN) | 0.0 | $249k | +12% | 864.00 | 288.06 |
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| Globe Life (GL) | 0.0 | $248k | 2.0k | 121.72 |
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| Stryker Corporation (SYK) | 0.0 | $248k | 827.00 | 299.46 |
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| Asml Holding N V N Y Registry Shs (ASML) | 0.0 | $244k | +12% | 322.00 | 756.92 |
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| Waste Management (WM) | 0.0 | $243k | -5% | 1.4k | 179.10 |
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| Prologis (PLD) | 0.0 | $239k | -6% | 1.8k | 133.30 |
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| World Gold Tr Spdr Gld Minis (GLDM) | 0.0 | $238k | +29000% | 5.8k | 40.91 |
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| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.0 | $235k | 2.2k | 105.23 |
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| Republic Services (RSG) | 0.0 | $229k | 1.4k | 164.91 |
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| Pulte (PHM) | 0.0 | $229k | 2.2k | 103.22 |
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| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.0 | $223k | 2.1k | 104.00 |
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| Intuitive Surgical Com New (ISRG) | 0.0 | $223k | 660.00 | 337.36 |
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| Philip Morris International (PM) | 0.0 | $222k | +2% | 2.4k | 94.08 |
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| Morgan Stanley Com New (MS) | 0.0 | $221k | 2.4k | 93.25 |
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| Paychex (PAYX) | 0.0 | $221k | 1.9k | 119.11 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.0 | $220k | 1.3k | 170.40 |
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| Honeywell International (HON) | 0.0 | $217k | -9% | 1.0k | 209.71 |
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| Sherwin-Williams Company (SHW) | 0.0 | $216k | +6% | 692.00 | 311.90 |
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| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 0.0 | $216k | 2.2k | 98.88 |
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| Gilead Sciences (GILD) | 0.0 | $214k | +5% | 2.6k | 81.01 |
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| Ishares Tr Rus 2000 Grw Etf (IWO) | 0.0 | $213k | 843.00 | 252.21 |
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| Canadian Natl Ry (CNI) | 0.0 | $210k | +2% | 1.7k | 125.63 |
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| Ishares Tr Rus Mdcp Val Etf (IWS) | 0.0 | $209k | 1.8k | 116.29 |
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| Welltower Inc Com reit (WELL) | 0.0 | $208k | 2.3k | 90.18 |
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| Becton, Dickinson and (BDX) | 0.0 | $203k | +3% | 831.00 | 243.83 |
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| Rlj Lodging Tr Cum Conv Pfd A (RLJ.PA) | 0.0 | $202k | 8.1k | 25.05 |
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| Hannon Armstrong (HASI) | 0.0 | $201k | -6% | 7.3k | 27.58 |
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| M&T Bank Corporation (MTB) | 0.0 | $201k | 1.5k | 137.04 |
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| Progressive Corporation (PGR) | 0.0 | $200k | +3% | 1.3k | 159.28 |
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| Amplify Energy Corp (AMPY) | 0.0 | $199k | 34k | 5.93 |
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| Moody's Corporation (MCO) | 0.0 | $198k | -29% | 507.00 | 390.56 |
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| Chipotle Mexican Grill (CMG) | 0.0 | $197k | +2% | 86.00 | 2286.97 |
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| ConocoPhillips (COP) | 0.0 | $194k | 1.7k | 116.07 |
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| Paypal Holdings (PYPL) | 0.0 | $194k | -8% | 3.2k | 61.41 |
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| Micron Technology (MU) | 0.0 | $193k | 2.3k | 85.34 |
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| Nikola Corp (NKLA) | 0.0 | $193k | 221k | 0.87 |
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| Invesco Exchange Traded Fd T S&P MDCP400 PR (RFG) | 0.0 | $191k | 4.6k | 41.26 |
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| S&p Global (SPGI) | 0.0 | $191k | +7% | 433.00 | 440.52 |
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| Charles Schwab Corporation (SCHW) | 0.0 | $188k | -5% | 2.7k | 68.79 |
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| Fiserv (FI) | 0.0 | $187k | 1.4k | 132.84 |
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| Rio Tinto Sponsored Adr (RIO) | 0.0 | $187k | 2.5k | 74.46 |
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| Us Bancorp Del Com New (USB) | 0.0 | $187k | +3% | 4.3k | 43.28 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.0 | $186k | 975.00 | 191.17 |
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| United Parcel Service CL B (UPS) | 0.0 | $186k | +11% | 1.2k | 157.24 |
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| Eversource Energy (ES) | 0.0 | $186k | -7% | 3.0k | 61.72 |
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| Ishares Tr Msci Usa Mmentm (MTUM) | 0.0 | $183k | 1.2k | 156.89 |
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| Wp Carey (WPC) | 0.0 | $182k | -5% | 2.8k | 64.81 |
|
| 3M Company (MMM) | 0.0 | $181k | -10% | 1.7k | 109.30 |
|
| Bhp Group Sponsored Ads (BHP) | 0.0 | $180k | +2% | 2.6k | 68.31 |
|
| Clean Harbors (CLH) | 0.0 | $179k | 1.0k | 174.51 |
|
|
| RPM International (RPM) | 0.0 | $179k | 1.6k | 111.63 |
|
|
| Parker-Hannifin Corporation (PH) | 0.0 | $177k | -6% | 384.00 | 460.70 |
|
| First Tr Exchange-traded No Amer Energy (EMLP) | 0.0 | $176k | -38% | 6.4k | 27.69 |
|
| Sap Se Spon Adr (SAP) | 0.0 | $176k | -3% | 1.1k | 154.59 |
|
| Chubb (CB) | 0.0 | $174k | +3% | 768.00 | 226.00 |
|
| AutoZone (AZO) | 0.0 | $173k | 67.00 | 2585.61 |
|
|
| Brookfield Corp Cl A Ltd Vt Sh (BN) | 0.0 | $173k | +3% | 4.3k | 40.12 |
|
| Fulton Financial (FULT) | 0.0 | $172k | 11k | 16.46 |
|
|
| Laboratory Corp Amer Hldgs Com New (LH) | 0.0 | $172k | -21% | 756.00 | 227.29 |
|
| Lauder Estee Cos Cl A (EL) | 0.0 | $172k | 1.2k | 146.25 |
|
|
| Servicenow (NOW) | 0.0 | $172k | +2% | 243.00 | 706.49 |
|
| Microchip Technology (MCHP) | 0.0 | $172k | +118% | 1.9k | 90.17 |
|
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.0 | $170k | 2.2k | 76.12 |
|
|
| Ishares Tr Core Div Grwth (DGRO) | 0.0 | $169k | -3% | 3.1k | 53.82 |
|
| Eaton Corp SHS (ETN) | 0.0 | $168k | 696.00 | 240.82 |
|
|
| Novartis Sponsored Adr (NVS) | 0.0 | $167k | +5% | 1.7k | 100.97 |
|
| Analog Devices (ADI) | 0.0 | $165k | +3% | 833.00 | 198.56 |
|
| Shell Spon Ads (SHEL) | 0.0 | $164k | -23% | 2.5k | 65.80 |
|
| Dimensional Etf Trust Us Equity Etf (DFUS) | 0.0 | $163k | 3.1k | 51.83 |
|
|
| Intercontinental Exchange (ICE) | 0.0 | $162k | 1.3k | 128.43 |
|
|
| Synopsys (SNPS) | 0.0 | $162k | +18% | 314.00 | 514.91 |
|
| Capital One Financial (COF) | 0.0 | $161k | +13% | 1.2k | 131.12 |
|
| Ishares Tr Core Msci Eafe (IEFA) | 0.0 | $160k | 2.3k | 70.35 |
|
|
| Zoetis Cl A (ZTS) | 0.0 | $159k | +3% | 807.00 | 197.37 |
|
| TPG Com Cl A (TPG) | 0.0 | $159k | 3.7k | 43.17 |
|
|
| Shopify Cl A (SHOP) | 0.0 | $158k | +4% | 2.0k | 77.90 |
|
| Amphenol Corp Cl A (APH) | 0.0 | $156k | 1.6k | 99.13 |
|
|
| Automatic Data Processing (ADP) | 0.0 | $154k | 662.00 | 232.97 |
|
|
| Marathon Digital Holdings In (MARA) | 0.0 | $154k | 6.6k | 23.49 |
|
|
| Metropcs Communications (TMUS) | 0.0 | $152k | 950.00 | 160.33 |
|
|
| IDEXX Laboratories (IDXX) | 0.0 | $150k | +5% | 270.00 | 555.05 |
|
| Duke Energy Corp Com New (DUK) | 0.0 | $149k | -4% | 1.5k | 97.04 |
|
| Altria (MO) | 0.0 | $145k | 3.6k | 40.34 |
|
|
| Vivani Medical Common Stock (VANI) | 0.0 | $143k | 140k | 1.02 |
|
|
| Coca-Cola Bottling Co. Consolidated (COKE) | 0.0 | $143k | 154.00 | 929.58 |
|
|
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.0 | $142k | 349.00 | 406.89 |
|
|
| EOG Resources (EOG) | 0.0 | $141k | 1.2k | 120.95 |
|
|
| Vanguard Intl Equity Index F Ftse Europe Etf (VGK) | 0.0 | $138k | +272% | 2.1k | 64.48 |
|
| Boston Scientific Corporation (BSX) | 0.0 | $138k | 2.4k | 57.81 |
|
|
| Lennar Corp Cl A (LEN) | 0.0 | $137k | 919.00 | 149.04 |
|
|
| O'reilly Automotive (ORLY) | 0.0 | $137k | 144.00 | 950.08 |
|
|
| Toyota Motor Corp Ads (TM) | 0.0 | $136k | +11% | 740.00 | 183.38 |
|
Past Filings by Glassman Wealth Services
SEC 13F filings are viewable for Glassman Wealth Services going back to 2015
- Glassman Wealth Services 2023 Q4 filed Feb. 12, 2024
- Glassman Wealth Services 2023 Q3 filed Nov. 14, 2023
- Glassman Wealth Services 2023 Q2 filed Aug. 8, 2023
- Glassman Wealth Services 2023 Q1 filed May 4, 2023
- Glassman Wealth Services 2022 Q4 filed Feb. 6, 2023
- Glassman Wealth Services 2022 Q3 filed Nov. 9, 2022
- Glassman Wealth Services 2022 Q1 restated filed Aug. 23, 2022
- Glassman Wealth Services 2022 Q2 filed Aug. 4, 2022
- Glassman Wealth Services 2022 Q1 filed April 14, 2022
- Glassman Wealth Services 2021 Q4 filed Feb. 14, 2022
- Glassman Wealth Services 2021 Q3 filed Nov. 10, 2021
- Glassman Wealth Services 2021 Q2 filed Aug. 4, 2021
- Glassman Wealth Services 2021 Q1 filed May 5, 2021
- Glassman Wealth Services 2020 Q4 filed Feb. 4, 2021
- Glassman Wealth Services 2020 Q3 filed Nov. 9, 2020
- Glassman Wealth Services 2020 Q2 filed Aug. 6, 2020