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, AAPL, NVR, and represent 52.07% of Glassman Wealth Services's stock portfolio.
- Added to shares of these 10 stocks: DGRW (+$23M), TSLA (+$6.8M), VEU, SGOV, IVV, MSFT, ACN, HD, MUB, ARKK.
- Started 218 new stock positions in EVOP, IBKR, FVRR, CRSR, BAP, CRMT, ALGM, UGP, MSGE, CNK.
- Reduced shares in these 10 stocks: Tesla Inc convertible security (-$6.0M), VOO, DFAC, NVR, , AMZN, DFAX, DIS, CMCSA, SWK.
- Sold out of its positions in ARKG, ARKW, IZRL, ARKF, AAN, Acceleron Pharma, ATNM, GOLF, YOLO, AEVA.
- Glassman Wealth Services was a net buyer of stock by $19M.
- Glassman Wealth Services has $511M in assets under management (AUM), dropping by 7.69%.
- Central Index Key (CIK): 0001642160
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Portfolio Holdings for Glassman Wealth Services
Companies in the Glassman Wealth Services portfolio as of the March 2022 quarterly 13F filing
Glassman Wealth Services has 1695 total positions. Only the first 250 positions are shown.
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- Download the Glassman Wealth Services March 2022 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 21.1 | $108M | -3% | 261k | 415.17 | |
| Schwab Strategic Tr Schwab Fdt Us Lg (FNDX) | 14.9 | $76M | 1.3M | 58.50 | ||
| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 6.0 | $31M | +14% | 536k | 57.59 | |
| Apple (AAPL) | 5.2 | $27M | 153k | 174.61 | ||
| NVR (NVR) | 4.8 | $25M | -9% | 5.5k | 4467.31 | |
| Wisdomtree Tr Us Qtly Div Grt (DGRW) | 4.8 | $25M | +1645% | 386k | 63.67 | |
| Snap-on Incorporated (SNA) | 4.1 | $21M | 101k | 205.48 | ||
| Microsoft Corporation (MSFT) | 2.9 | $15M | +6% | 48k | 308.32 | |
| Ishares Tr Rus 1000 Etf (IWB) | 2.7 | $14M | -3% | 55k | 250.08 | |
| Tesla Motors (TSLA) | 2.2 | $11M | +153% | 10k | 1077.55 | |
| J P Morgan Exchange-traded F Ultra Shrt Inc (JPST) | 1.9 | $9.5M | 189k | 50.27 | ||
| Exxon Mobil Corporation (XOM) | 1.2 | $6.0M | +3% | 73k | 82.59 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 1.1 | $5.7M | -3% | 13k | 451.64 | |
| Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 1.1 | $5.7M | -2% | 79k | 71.39 | |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.1 | $5.5M | -5% | 16k | 352.88 | |
| Ishares Tr Core S&p500 Etf (IVV) | 0.8 | $4.3M | +37% | 9.6k | 453.66 | |
| Alphabet Cap Stk Cl C (GOOG) | 0.6 | $3.3M | +7% | 1.2k | 2793.05 | |
| Amazon (AMZN) | 0.6 | $3.3M | -34% | 1.0k | 3259.74 | |
| Alphabet Cap Stk Cl A (GOOGL) | 0.6 | $3.0M | +12% | 1.1k | 2781.05 | |
| Accenture Plc Ireland Shs Class A (ACN) | 0.5 | $2.5M | +63% | 7.3k | 337.22 | |
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.5 | $2.4M | +41% | 9.0k | 268.36 | |
| Nikola Corp (NKLA) | 0.5 | $2.4M | 222k | 10.71 | ||
| Johnson & Johnson (JNJ) | 0.4 | $2.2M | 12k | 177.19 | ||
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.4 | $2.0M | -8% | 5.5k | 362.59 | |
| Home Depot (HD) | 0.4 | $1.9M | +88% | 6.5k | 299.34 | |
| Costco Wholesale Corporation (COST) | 0.4 | $1.9M | +13% | 3.2k | 575.74 | |
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.3 | $1.4M | +11% | 5.1k | 277.73 | |
| Colgate-Palmolive Company (CL) | 0.3 | $1.4M | 19k | 75.83 | ||
| Pepsi (PEP) | 0.3 | $1.4M | +2% | 8.4k | 167.32 | |
| Procter & Gamble Company (PG) | 0.2 | $1.3M | -15% | 8.3k | 152.79 | |
| Pfizer (PFE) | 0.2 | $1.3M | 24k | 51.75 | ||
| Ishares Tr 0-3 Mnth Treasry (SGOV) | 0.2 | $1.2M | NEW | 12k | 100.08 | |
| Walt Disney Company (DIS) | 0.2 | $1.2M | -38% | 8.6k | 137.12 | |
| Cisco Systems (CSCO) | 0.2 | $1.2M | +3% | 21k | 55.78 | |
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.2 | $1.1M | -14% | 4.7k | 227.64 | |
| UnitedHealth (UNH) | 0.2 | $1.0M | +12% | 2.0k | 509.86 | |
| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.2 | $1.0M | -9% | 2.0k | 490.48 | |
| Ark Etf Tr Innovation Etf (ARKK) | 0.2 | $1.0M | +601% | 15k | 66.30 | |
| McDonald's Corporation (MCD) | 0.2 | $1.0M | +3% | 4.1k | 247.22 | |
| Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) | 0.2 | $964k | +60% | 20k | 48.01 | |
| Kratos Defense & Sec Solutio Com New (KTOS) | 0.2 | $955k | 47k | 20.47 | ||
| Visa Com Cl A (V) | 0.2 | $933k | +16% | 4.2k | 221.83 | |
| Bank of America Corporation (BAC) | 0.2 | $932k | +14% | 23k | 41.23 | |
| NVIDIA Corporation (NVDA) | 0.2 | $910k | 3.3k | 273.03 | ||
| Boeing Company (BA) | 0.2 | $908k | 4.7k | 191.48 | ||
| General Dynamics Corporation (GD) | 0.2 | $885k | 3.7k | 241.28 | ||
| Ishares Tr National Mun Etf (MUB) | 0.2 | $885k | NEW | 8.1k | 109.69 | |
| Intel Corporation (INTC) | 0.2 | $876k | 18k | 49.57 | ||
| Union Pacific Corporation (UNP) | 0.2 | $872k | +22% | 3.2k | 273.18 | |
| First Tr Exchange-traded No Amer Energy (EMLP) | 0.2 | $791k | -16% | 29k | 27.70 | |
| Ishares Tr Rus Mid Cap Etf (IWR) | 0.1 | $765k | +8888% | 9.8k | 78.08 | |
| Vanguard Index Fds Large Cap Etf (VV) | 0.1 | $764k | 3.7k | 208.40 | ||
| Oracle Corporation (ORCL) | 0.1 | $742k | 9.0k | 82.68 | ||
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.1 | $731k | 9.6k | 76.37 | ||
| Rbc Cad (RY) | 0.1 | $723k | -11% | 6.6k | 110.23 | |
| Chevron Corporation (CVX) | 0.1 | $721k | +10% | 4.4k | 162.72 | |
| Wal-Mart Stores (WMT) | 0.1 | $714k | +141% | 4.8k | 148.91 | |
| Merck & Co (MRK) | 0.1 | $713k | +8% | 8.7k | 82.10 | |
| Ishares Tr S&p 500 Val Etf (IVE) | 0.1 | $713k | 4.6k | 155.81 | ||
| Thermo Fisher Scientific (TMO) | 0.1 | $709k | +12% | 1.2k | 590.83 | |
| JPMorgan Chase & Co. (JPM) | 0.1 | $695k | +2% | 5.1k | 136.38 | |
| Ishares Tr Russell 2000 Etf (IWM) | 0.1 | $682k | -11% | 3.3k | 205.30 | |
| Facebook Cl A (FB) | 0.1 | $662k | -17% | 3.0k | 222.30 | |
| Comcast Corp Cl A (CMCSA) | 0.1 | $653k | -50% | 14k | 46.79 | |
| Spdr Ser Tr S&p Divid Etf (SDY) | 0.1 | $645k | -9% | 5.0k | 128.00 | |
| Hannon Armstrong (HASI) | 0.1 | $621k | -8% | 13k | 47.39 | |
| Verizon Communications (VZ) | 0.1 | $619k | +10% | 12k | 50.97 | |
| CVS Caremark Corporation (CVS) | 0.1 | $611k | +5% | 6.0k | 101.16 | |
| Abbvie (ABBV) | 0.1 | $606k | +16% | 3.7k | 161.99 | |
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.1 | $602k | +2% | 3.6k | 165.98 | |
| International Business Machines (IBM) | 0.1 | $588k | -16% | 4.5k | 130.00 | |
| Select Sector Spdr Tr Sbi Int-finl (XLF) | 0.1 | $584k | +3755% | 15k | 38.35 | |
| Ishares Tr Core Div Grwth (DGRO) | 0.1 | $579k | -2% | 11k | 53.42 | |
| Deere & Company (DE) | 0.1 | $566k | +5% | 1.4k | 415.26 | |
| Vanguard Index Fds Real Estate Etf (VNQ) | 0.1 | $557k | -19% | 5.1k | 108.39 | |
| BlackRock (BLK) | 0.1 | $543k | +27% | 710.00 | 764.79 | |
| Marriott Intl Cl A (MAR) | 0.1 | $524k | -17% | 3.0k | 175.78 | |
| Sprott Physical Gold Tr Unit (PHYS) | 0.1 | $491k | 32k | 15.36 | ||
| Starbucks Corporation (SBUX) | 0.1 | $487k | -7% | 5.4k | 90.91 | |
| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.1 | $483k | NEW | 3.5k | 136.87 | |
| Lowe's Companies (LOW) | 0.1 | $476k | +35% | 2.4k | 202.04 | |
| Eagle Ban (EGBN) | 0.1 | $439k | -27% | 7.7k | 57.05 | |
| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.1 | $438k | 7.3k | 59.72 | ||
| Ishares Tr Nasdaq Biotech (IBB) | 0.1 | $436k | -5% | 3.3k | 130.30 | |
| Public Service Enterprise (PEG) | 0.1 | $430k | +2% | 6.1k | 69.94 | |
| Northrop Grumman Corporation (NOC) | 0.1 | $414k | +2% | 926.00 | 447.08 | |
| Nike CL B (NKE) | 0.1 | $404k | +40% | 3.0k | 134.67 | |
| Playa Hotels & Resorts Nv SHS N70544 90 6 (PLYA) | 0.1 | $401k | NEW | 46k | 8.64 | |
| Select Sector Spdr Tr Energy (XLE) | 0.1 | $389k | 5.1k | 76.41 | ||
| Kla Corp Com New (KLAC) | 0.1 | $383k | 1.0k | 366.16 | ||
| Eli Lilly & Co. (LLY) | 0.1 | $381k | +15% | 1.3k | 286.04 | |
| Coca-Cola Company (KO) | 0.1 | $379k | +38% | 6.1k | 61.97 | |
| Mastercard Incorporated Cl A (MA) | 0.1 | $375k | -58% | 1.1k | 357.14 | |
| Ishares Tr Core S&p Scp Etf (IJR) | 0.1 | $375k | +2% | 3.5k | 107.85 | |
| Marsh & McLennan Companies (MMC) | 0.1 | $368k | -20% | 2.2k | 170.53 | |
| Qualcomm (QCOM) | 0.1 | $366k | 2.4k | 152.75 | ||
| First Tr Exchange-traded Dj Internt Idx (FDN) | 0.1 | $364k | 1.9k | 188.11 | ||
| Caterpillar (CAT) | 0.1 | $355k | +190% | 1.6k | 222.71 | |
| First Tr Exchange Traded Cloud Computing (SKYY) | 0.1 | $340k | 3.8k | 90.50 | ||
| Medtronic SHS (MDT) | 0.1 | $338k | +6% | 3.0k | 110.89 | |
| Anthem (ANTM) | 0.1 | $338k | +45% | 688.00 | 491.28 | |
| Southern Company (SO) | 0.1 | $336k | +5% | 4.6k | 72.49 | |
| Applied Materials (AMAT) | 0.1 | $333k | 2.5k | 131.62 | ||
| Vanguard Index Fds Growth Etf (VUG) | 0.1 | $330k | +64% | 1.1k | 287.71 | |
| Danaher Corporation (DHR) | 0.1 | $329k | +3% | 1.1k | 293.23 | |
| Adobe Systems Incorporated (ADBE) | 0.1 | $324k | +97% | 712.00 | 455.06 | |
| Mondelez Intl Cl A (MDLZ) | 0.1 | $322k | +146% | 5.1k | 62.87 | |
| American Express Company (AXP) | 0.1 | $321k | -4% | 1.7k | 186.85 | |
| Raytheon Technologies Corp (RTX) | 0.1 | $320k | -61% | 3.2k | 99.22 | |
| Texas Instruments Incorporated (TXN) | 0.1 | $313k | +26% | 1.7k | 183.58 | |
| FedEx Corporation (FDX) | 0.1 | $310k | -11% | 1.3k | 231.34 | |
| Lauder Estee Cos Cl A (EL) | 0.1 | $310k | +60% | 1.1k | 272.41 | |
| Ishares Tr Select Divid Etf (DVY) | 0.1 | $309k | 2.4k | 128.06 | ||
| Ishares Tr Calif Mun Bd Etf (CMF) | 0.1 | $304k | NEW | 5.2k | 58.20 | |
| Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF) | 0.1 | $301k | -9% | 1.8k | 170.93 | |
| L3harris Technologies (LHX) | 0.1 | $299k | +15% | 1.2k | 248.75 | |
| Vanguard Index Fds Value Etf (VTV) | 0.1 | $296k | +252% | 2.0k | 147.63 | |
| Ishares Tr Glb Cnsm Stp Etf (KXI) | 0.1 | $292k | NEW | 4.7k | 62.13 | |
| Wp Carey (WPC) | 0.1 | $288k | 3.6k | 80.74 | ||
| Ishares Tr Shrt Nat Mun Etf (SUB) | 0.1 | $283k | NEW | 2.7k | 104.62 | |
| Ishares Tr S&p Mc 400gr Etf (IJK) | 0.1 | $281k | 3.6k | 77.28 | ||
| Broadcom (AVGO) | 0.1 | $276k | -3% | 439.00 | 628.70 | |
| Wells Fargo & Company (WFC) | 0.1 | $272k | -56% | 5.6k | 48.55 | |
| American Tower Reit (AMT) | 0.1 | $271k | 1.1k | 251.62 | ||
| Vanguard Index Fds Extend Mkt Etf (VXF) | 0.1 | $269k | 1.6k | 165.54 | ||
| Goldman Sachs (GS) | 0.1 | $267k | +7% | 808.00 | 330.45 | |
| At&t (T) | 0.1 | $266k | -26% | 11k | 23.64 | |
| Truist Financial Corp equities (TFC) | 0.1 | $264k | +46% | 4.6k | 56.80 | |
| Novo-nordisk A S Adr (NVO) | 0.1 | $257k | +11% | 2.3k | 111.02 | |
| Nextera Energy (NEE) | 0.1 | $256k | +15% | 3.0k | 84.82 | |
| United Parcel Service CL B (UPS) | 0.0 | $255k | +11% | 1.2k | 214.11 | |
| Abbott Laboratories (ABT) | 0.0 | $252k | +26% | 2.1k | 118.37 | |
| Laboratory Corp Amer Hldgs Com New (LH) | 0.0 | $245k | 929.00 | 263.72 | ||
| RBB Motley Fol Etf (TMFC) | 0.0 | $243k | -8% | 5.9k | 40.90 | |
| Schlumberger (SLB) | 0.0 | $241k | -5% | 5.8k | 41.31 | |
| First Tr Nas100 Eq Weighted SHS (QQEW) | 0.0 | $235k | 2.2k | 107.40 | ||
| Eversource Energy (ES) | 0.0 | $226k | +4% | 2.6k | 88.28 | |
| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.0 | $225k | NEW | 2.2k | 100.99 | |
| Brookfield Asset Mgmt Cl A Ltd Vt Sh (BAM) | 0.0 | $224k | +6% | 4.0k | 56.61 | |
| Us Bancorp Del Com New (USB) | 0.0 | $223k | +356% | 4.2k | 53.07 | |
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.0 | $223k | -5% | 1.3k | 175.73 | |
| Blackstone Group Inc Com Cl A (BX) | 0.0 | $221k | -15% | 1.7k | 127.08 | |
| Vanguard World Fds Inf Tech Etf (VGT) | 0.0 | $220k | 529.00 | 415.88 | ||
| Ishares Tr Rus 2000 Grw Etf (IWO) | 0.0 | $220k | 861.00 | 255.52 | ||
| Booking Holdings (BKNG) | 0.0 | $216k | +5% | 92.00 | 2347.83 | |
| Becton, Dickinson and (BDX) | 0.0 | $215k | +6% | 808.00 | 266.09 | |
| Globe Life (GL) | 0.0 | $214k | -4% | 2.1k | 100.66 | |
| United Rentals (URI) | 0.0 | $213k | -3% | 599.00 | 355.59 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.0 | $209k | +3% | 2.0k | 104.40 | |
| BP Sponsored Adr (BP) | 0.0 | $204k | +6% | 6.9k | 29.45 | |
| 3M Company (MMM) | 0.0 | $203k | -5% | 1.4k | 148.83 | |
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.0 | $203k | +56% | 4.4k | 46.23 | |
| Canadian Natl Ry (CNI) | 0.0 | $201k | +12% | 1.5k | 133.82 | |
| Ishares Tr Msci Usa Mmentm (MTUM) | 0.0 | $197k | 1.2k | 168.52 | ||
| Duke Energy Corp Com New (DUK) | 0.0 | $195k | +16% | 1.8k | 111.43 | |
| Advanced Micro Devices (AMD) | 0.0 | $193k | -11% | 1.8k | 109.29 | |
| Vanguard Specialized Funds Div App Etf (VIG) | 0.0 | $191k | 1.2k | 162.55 | ||
| Invesco Exchange Traded Fd T S&P MDCP400 PR (RFG) | 0.0 | $189k | 927.00 | 203.88 | ||
| salesforce (CRM) | 0.0 | $186k | +20% | 876.00 | 212.33 | |
| Ishares Tr Rus Mdcp Val Etf (IWS) | 0.0 | $184k | 1.5k | 119.33 | ||
| AmerisourceBergen (ABC) | 0.0 | $183k | +2% | 1.2k | 154.43 | |
| Cigna Corp (CI) | 0.0 | $181k | +12% | 754.00 | 240.05 | |
| Carrier Global Corporation (CARR) | 0.0 | $180k | +18% | 3.9k | 45.77 | |
| Bhp Group Sponsored Ads (BHP) | 0.0 | $177k | +78% | 2.3k | 77.39 | |
| Illinois Tool Works (ITW) | 0.0 | $172k | +68% | 820.00 | 209.76 | |
| Charles Schwab Corporation (SCHW) | 0.0 | $171k | 2.0k | 84.49 | ||
| Bristol Myers Squibb (BMY) | 0.0 | $171k | +24% | 2.3k | 72.89 | |
| Brandywine Rlty Tr Sh Ben Int New (BDN) | 0.0 | $166k | 12k | 14.13 | ||
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.0 | $164k | +5174% | 2.1k | 79.73 | |
| Paypal Holdings (PYPL) | 0.0 | $164k | 1.4k | 115.90 | ||
| Sherwin-Williams Company (SHW) | 0.0 | $164k | +125% | 658.00 | 249.24 | |
| Welltower Inc Com reit (WELL) | 0.0 | $164k | +3% | 1.7k | 96.30 | |
| First Tr Exchange Traded Dow 30 Eql Wgt (EDOW) | 0.0 | $163k | NEW | 5.3k | 30.93 | |
| Stryker Corporation (SYK) | 0.0 | $161k | -15% | 603.00 | 267.00 | |
| Waste Management (WM) | 0.0 | $160k | +11% | 1.0k | 158.89 | |
| Asml Holding N V N Y Registry Shs (ASML) | 0.0 | $158k | +24% | 237.00 | 666.67 | |
| Nutrien (NTR) | 0.0 | $156k | +8% | 1.5k | 104.14 | |
| Primis Financial Corp (FRST) | 0.0 | $154k | 11k | 14.00 | ||
| D.R. Horton (DHI) | 0.0 | $153k | +3% | 2.1k | 74.34 | |
| Dominion Resources (D) | 0.0 | $151k | -67% | 1.8k | 85.02 | |
| Target Corporation (TGT) | 0.0 | $145k | -18% | 683.00 | 212.30 | |
| Amgen (AMGN) | 0.0 | $144k | +13% | 595.00 | 242.02 | |
| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.0 | $144k | 1.9k | 77.84 | ||
| Edwards Lifesciences (EW) | 0.0 | $142k | +10% | 1.2k | 117.94 | |
| Newell Rubbermaid (NWL) | 0.0 | $141k | -11% | 6.6k | 21.35 | |
| Analog Devices (ADI) | 0.0 | $140k | +8% | 847.00 | 165.29 | |
| S&p Global (SPGI) | 0.0 | $139k | +90% | 339.00 | 410.03 | |
| Vanguard Index Fds Small Cp Etf (VB) | 0.0 | $139k | -3% | 654.00 | 212.54 | |
| Kilroy Realty Corporation (KRC) | 0.0 | $138k | 1.8k | 76.50 | ||
| T. Rowe Price (TROW) | 0.0 | $138k | +262% | 910.00 | 151.65 | |
| Harley-Davidson (HOG) | 0.0 | $137k | 3.5k | 39.32 | ||
| TJX Companies (TJX) | 0.0 | $137k | -22% | 2.3k | 60.41 | |
| Palo Alto Networks (PANW) | 0.0 | $136k | -9% | 218.00 | 623.85 | |
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.0 | $136k | NEW | 1.7k | 79.02 | |
| Eaton Corp SHS (ETN) | 0.0 | $133k | NEW | 875.00 | 152.00 | |
| Prologis (PLD) | 0.0 | $130k | +35% | 805.00 | 161.49 | |
| Intuitive Surgical Com New (ISRG) | 0.0 | $130k | +246% | 430.00 | 302.33 | |
| Micron Technology (MU) | 0.0 | $130k | +154% | 1.7k | 77.98 | |
| AutoZone (AZO) | 0.0 | $129k | +18% | 63.00 | 2047.62 | |
| Honeywell International (HON) | 0.0 | $129k | +6% | 663.00 | 194.57 | |
| Southwest Airlines (LUV) | 0.0 | $127k | +3% | 2.8k | 45.95 | |
| Omega Healthcare Investors (OHI) | 0.0 | $126k | +5273% | 4.0k | 31.27 | |
| EOG Resources (EOG) | 0.0 | $125k | -7% | 1.0k | 119.50 | |
| Cerner Corporation (CERN) | 0.0 | $124k | -20% | 1.3k | 93.66 | |
| Ishares Tr Eafe Sml Cp Etf (SCZ) | 0.0 | $124k | +107% | 1.9k | 66.17 | |
| Netflix (NFLX) | 0.0 | $123k | -44% | 329.00 | 373.86 | |
| Lockheed Martin Corporation (LMT) | 0.0 | $123k | -70% | 279.00 | 440.86 | |
| Intercontinental Exchange (ICE) | 0.0 | $123k | +14% | 934.00 | 131.69 | |
| Vanguard Index Fds Mid Cap Etf (VO) | 0.0 | $122k | 514.00 | 237.35 | ||
| Square Cl A (SQ) | 0.0 | $120k | -12% | 888.00 | 135.14 | |
| Norfolk Southern (NSC) | 0.0 | $118k | -17% | 415.00 | 284.34 | |
| Ishares Tr Micro-cap Etf (IWC) | 0.0 | $118k | 915.00 | 128.96 | ||
| Intuit (INTU) | 0.0 | $117k | +6% | 244.00 | 479.51 | |
| Ishares Tr Eafe Grwth Etf (EFG) | 0.0 | $117k | -8% | 1.2k | 96.14 | |
| People's United Financial (PBCT) | 0.0 | $116k | 5.8k | 19.99 | ||
| Hasbro (HAS) | 0.0 | $115k | 1.4k | 82.14 | ||
| Chipotle Mexican Grill (CMG) | 0.0 | $115k | +14% | 73.00 | 1575.34 | |
| DTE Energy Company (DTE) | 0.0 | $114k | 860.00 | 132.56 | ||
| ConocoPhillips (COP) | 0.0 | $114k | +38% | 1.1k | 100.18 | |
| Schwab Strategic Tr Emrg Mkteq Etf (SCHE) | 0.0 | $113k | +34% | 4.1k | 27.71 | |
| Viacomcbs CL B (PARA) | 0.0 | $113k | +5% | 3.0k | 37.83 | |
| American Electric Power Company (AEP) | 0.0 | $113k | +6% | 1.1k | 99.74 | |
| Travelers Companies (TRV) | 0.0 | $111k | -81% | 606.00 | 183.17 | |
| Exelon Corporation (EXC) | 0.0 | $111k | +14% | 2.3k | 47.78 | |
| Air Products & Chemicals (APD) | 0.0 | $110k | +7% | 438.00 | 251.14 | |
| M&T Bank Corporation (MTB) | 0.0 | $109k | +3% | 644.00 | 169.25 | |
| IDEXX Laboratories (IDXX) | 0.0 | $109k | -11% | 199.00 | 547.74 | |
| Gilead Sciences (GILD) | 0.0 | $108k | +10% | 1.8k | 59.47 | |
| Delta Air Lines Inc Del Com New (DAL) | 0.0 | $108k | -4% | 2.7k | 39.40 | |
| Automatic Data Processing (ADP) | 0.0 | $108k | +15% | 474.00 | 227.85 | |
| Essex Property Trust (ESS) | 0.0 | $107k | 310.00 | 345.16 | ||
| Progressive Corporation (PGR) | 0.0 | $106k | +17% | 933.00 | 113.61 | |
| Servicenow (NOW) | 0.0 | $106k | +5% | 191.00 | 554.97 | |
| Enterprise Products Partners (EPD) | 0.0 | $106k | -7% | 4.1k | 25.69 | |
| Spdr Ser Tr Portfoli S&p1500 (SPTM) | 0.0 | $105k | NEW | 1.9k | 55.70 | |
| Magellan Midstream Prtnrs Com Unit Rp Lp (MMP) | 0.0 | $103k | NEW | 2.1k | 49.16 | |
| Marathon Petroleum Corp (MPC) | 0.0 | $103k | +161% | 1.2k | 85.48 | |
| Philip Morris International (PM) | 0.0 | $103k | -8% | 1.1k | 94.32 | |
| Humana (HUM) | 0.0 | $102k | +2% | 234.00 | 435.90 | |
| Zoetis Cl A (ZTS) | 0.0 | $101k | +25% | 533.00 | 189.49 | |
| Toyota Motor Corp Sp Adr Rep2com (TM) | 0.0 | $100k | +32% | 555.00 | 180.18 | |
| Paychex (PAYX) | 0.0 | $100k | +3% | 730.00 | 136.99 | |
| Cognizant Technology Solutio Cl A (CTSH) | 0.0 | $98k | +38% | 1.1k | 89.42 | |
| Toronto Dominion Bk Ont Com New (TD) | 0.0 | $98k | +101% | 1.2k | 79.67 | |
| American Fin Tr Com Class A (RTL) | 0.0 | $97k | -33% | 12k | 7.94 | |
| Strategy Ns 7handl Idx (HNDL) | 0.0 | $96k | 4.0k | 24.00 | ||
| Markel Corporation (MKL) | 0.0 | $94k | +3% | 64.00 | 1468.75 | |
| Pulte (PHM) | 0.0 | $94k | +3% | 2.3k | 41.72 | |
| Ford Motor Company (F) | 0.0 | $93k | +20% | 5.5k | 16.88 | |
| Oshkosh Corporation (OSK) | 0.0 | $92k | 912.00 | 100.88 | ||
Past Filings by Glassman Wealth Services
SEC 13F filings are viewable for Glassman Wealth Services going back to 2015
- Glassman Wealth Services 2022 Q1 filed April 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
- Glassman Wealth Services 2020 Q1 filed May 12, 2020
- Glassman Wealth Services 2019 Q4 filed Feb. 7, 2020
- Glassman Wealth Services 2019 Q3 filed Nov. 1, 2019
- Glassman Wealth Services 2019 Q2 filed Aug. 8, 2019
- Glassman Wealth Services 2019 Q1 filed May 10, 2019
- Glassman Wealth Services 2018 Q4 filed Feb. 6, 2019
- Glassman Wealth Services 2018 Q3 filed Nov. 13, 2018
- Glassman Wealth Services 2018 Q2 filed Aug. 9, 2018
- Glassman Wealth Services 2018 Q1 filed May 1, 2018