Glassman Wealth Services
Latest statistics and disclosures from Glassman Wealth Services's latest quarterly 13F-HR filing:
- Top 5 stock holdings are VOO, FNDX, NVR, VEU, AAPL, and represent 53.99% of Glassman Wealth Services's stock portfolio.
- Added to shares of these 10 stocks: VEU, MMS, ACN, DGRW, Dimensional Etf Trust, FNDX, NVDA, CMCSA, BA, UNP.
- Started 254 new stock positions in AMED, VLDR, HTH, APLS, ORI, VITL, SE, EFAV, Matterport Inc Com Cl A, FNDA.
- Reduced shares in these 10 stocks: , VOO, PLTR, SCHV, NLSN, XOM, IWM, AMWL, IWB, DFAC.
- Sold out of its positions in AFRM, AGIO, Alexion Pharmaceuticals, ALCO, CNBS, AIV, VXX, BCC, Boston Private Financial Holdings, BFLY.
- Glassman Wealth Services was a net buyer of stock by $3.5M.
- Glassman Wealth Services has $475M in assets under management (AUM), dropping by -0.65%.
- 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 September 2021 quarterly 13F filing
Glassman Wealth Services has 1836 total positions. Only the first 250 positions are shown.
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- Download the Glassman Wealth Services September 2021 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 22.3 | $106M | -2% | 269k | 394.40 | |
| Schwab Strategic Tr Schwab Fdt Us L (FNDX) | 14.8 | $71M | 1.3M | 53.95 | ||
| NVR (NVR) | 6.2 | $29M | 6.1k | 4794.06 | ||
| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 6.0 | $29M | +9% | 468k | 60.96 | |
| Apple (AAPL) | 4.6 | $22M | 155k | 141.50 | ||
| Snap-on Incorporated (SNA) | 4.4 | $21M | 101k | 208.95 | ||
| Ishares Tr Rus 1000 Etf (IWB) | 2.9 | $14M | 57k | 241.72 | ||
| Microsoft Corporation (MSFT) | 2.7 | $13M | 45k | 281.92 | ||
| J P Morgan Exchange-traded F Ultra Shrt Inc (JPST) | 2.0 | $9.6M | 188k | 50.72 | ||
| Tesla NOTE 2.375pcnt 3/1 | 1.3 | $6.0M | 510k | 11.85 | ||
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 1.2 | $5.6M | 13k | 429.15 | ||
| Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 1.2 | $5.5M | -7% | 82k | 67.48 | |
| Amazon (AMZN) | 1.1 | $5.0M | +2% | 1.5k | 3284.87 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.9 | $4.5M | 17k | 272.96 | ||
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| Exxon Mobil Corporation (XOM) | 0.9 | $4.1M | -4% | 70k | 58.83 | |
| Dimensional Etf Trust Us Core Equity (DFAC) | 0.7 | $3.5M | -4% | 133k | 26.57 | |
| Tesla Motors (TSLA) | 0.7 | $3.2M | +3% | 4.1k | 775.38 | |
| Ishares Tr Core S&p500 Etf (IVV) | 0.6 | $3.0M | 7.0k | 430.78 | ||
| Alphabet Cap Stk Cl C (GOOG) | 0.6 | $2.9M | 1.1k | 2665.14 | ||
| Maximus (MMS) | 0.6 | $2.6M | +125% | 32k | 83.21 | |
| Alphabet Cap Stk Cl A (GOOGL) | 0.5 | $2.6M | +2% | 966.00 | 2673.91 | |
| Signet Jewelers SHS G81276 90 0 (SIG) | 0.5 | $2.4M | 30k | 78.97 | ||
| Nikola Corp (NKLA) | 0.5 | $2.4M | 221k | 10.67 | ||
| Walt Disney Company (DIS) | 0.5 | $2.3M | +2% | 14k | 169.15 | |
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.5 | $2.1M | -3% | 6.0k | 357.96 | |
| Johnson & Johnson (JNJ) | 0.4 | $2.0M | +18% | 12k | 161.46 | |
| Ishares Tr Core S&p Mcp Et (IJH) | 0.4 | $1.7M | 6.4k | 263.03 | ||
| Comcast Corp Cl A (CMCSA) | 0.3 | $1.6M | +45% | 28k | 55.93 | |
| Accenture Plc Ireland Shs Class A G11 (ACN) | 0.3 | $1.4M | NEW | 4.5k | 319.83 | |
| Colgate-Palmolive Company (CL) | 0.3 | $1.4M | 19k | 75.60 | ||
| Procter & Gamble Company (PG) | 0.3 | $1.4M | 9.8k | 139.75 | ||
| Wisdomtree Tr Us Qtly Div Grt (DGRW) | 0.3 | $1.3M | NEW | 22k | 58.83 | |
| Costco Wholesale Corporation (COST) | 0.3 | $1.3M | +3% | 2.9k | 449.41 | |
| Ishares Tr Rus 1000 Grw Et (IWF) | 0.3 | $1.3M | 4.6k | 274.10 | ||
| Facebook Cl A (FB) | 0.3 | $1.2M | +6% | 3.6k | 339.41 | |
| Pepsi (PEP) | 0.3 | $1.2M | 8.1k | 150.35 | ||
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.3 | $1.2M | 5.4k | 222.08 | ||
| Home Depot (HD) | 0.2 | $1.1M | +5% | 3.4k | 328.19 | |
| Cisco Systems (CSCO) | 0.2 | $1.1M | 20k | 54.43 | ||
| Dimensional Etf Trust World Ex Us Core | 0.2 | $1.1M | NEW | 42k | 25.89 | |
| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.2 | $1.1M | 2.3k | 480.94 | ||
| Boeing Company (BA) | 0.2 | $1.0M | +78% | 4.8k | 219.87 | |
| Pfizer (PFE) | 0.2 | $1.0M | +11% | 24k | 43.03 | |
| Kratos Defense & Sec Solutio Com New (KTOS) | 0.2 | $1.0M | 47k | 22.32 | ||
| McDonald's Corporation (MCD) | 0.2 | $942k | 3.9k | 241.17 | ||
| Intel Corporation (INTC) | 0.2 | $933k | +4% | 18k | 53.27 | |
| Mastercard Incorporated Cl A (MA) | 0.2 | $875k | +2% | 2.5k | 347.77 | |
| Bank of America Corporation (BAC) | 0.2 | $837k | +66% | 20k | 42.44 | |
| Ishares Tr Russell 2000 Et (IWM) | 0.2 | $821k | -17% | 3.8k | 218.76 | |
| JPMorgan Chase & Co. (JPM) | 0.2 | $816k | +11% | 5.0k | 163.66 | |
| First Tr Exchange-traded No Amer Energy (EMLP) | 0.2 | $808k | 34k | 23.66 | ||
| Visa Com Cl A (V) | 0.2 | $805k | +4% | 3.6k | 222.81 | |
| Stanley Black & Decker (SWK) | 0.2 | $796k | 4.5k | 175.33 | ||
| Oracle Corporation (ORCL) | 0.2 | $783k | 9.0k | 87.13 | ||
| Hannon Armstrong (HASI) | 0.2 | $766k | -2% | 14k | 53.50 | |
| International Business Machines (IBM) | 0.2 | $755k | +35% | 5.4k | 138.94 | |
| Rbc Cad (RY) | 0.2 | $739k | 7.4k | 99.46 | ||
| Vanguard Index Fds Large Cap Etf (VV) | 0.2 | $736k | 3.7k | 200.76 | ||
| Raytheon Technologies Corp (RTX) | 0.2 | $727k | +26% | 8.5k | 86.02 | |
| General Dynamics Corporation (GD) | 0.1 | $708k | 3.6k | 196.12 | ||
| Ishares Tr S&p 500 Grwt Et (IVW) | 0.1 | $707k | 9.6k | 73.86 | ||
| UnitedHealth (UNH) | 0.1 | $707k | +9% | 1.8k | 390.61 | |
| NVIDIA Corporation (NVDA) | 0.1 | $695k | +364% | 3.4k | 207.22 | |
| Ishares Tr S&p 500 Val Etf (IVE) | 0.1 | $665k | 4.6k | 145.32 | ||
| Spdr Ser Tr S&p Divid Etf (SDY) | 0.1 | $651k | 5.5k | 117.49 | ||
| Vanguard Index Fds Real Estate Etf (VNQ) | 0.1 | $649k | 6.4k | 101.82 | ||
| Starbucks Corporation (SBUX) | 0.1 | $637k | +5% | 5.8k | 110.40 | |
| Vanguard Tax-managed Intl Ftse Dev Mkt Et (VEA) | 0.1 | $633k | -3% | 13k | 50.50 | |
| Eagle Ban (EGBN) | 0.1 | $614k | -12% | 11k | 57.46 | |
| Thermo Fisher Scientific (TMO) | 0.1 | $611k | +6% | 1.1k | 571.56 | |
| Merck & Co (MRK) | 0.1 | $603k | +19% | 8.0k | 75.14 | |
| Wells Fargo & Company (WFC) | 0.1 | $601k | +2% | 13k | 46.41 | |
| Verizon Communications (VZ) | 0.1 | $592k | +2% | 11k | 54.03 | |
| Ishares Tr Ishares Biotech (IBB) | 0.1 | $573k | -7% | 3.5k | 161.59 | |
| Ishares Tr Core Div Grwth (DGRO) | 0.1 | $559k | -2% | 11k | 50.28 | |
| Ishares Tr Rus 1000 Val Et (IWD) | 0.1 | $555k | 3.5k | 156.65 | ||
| Marriott Intl Cl A (MAR) | 0.1 | $534k | +3% | 3.6k | 148.21 | |
| Union Pacific Corporation (UNP) | 0.1 | $510k | +329% | 2.6k | 195.85 | |
| Travelers Companies (TRV) | 0.1 | $510k | 3.4k | 152.06 | ||
| Omni (OMC) | 0.1 | $499k | 6.9k | 72.48 | ||
| CVS Caremark Corporation (CVS) | 0.1 | $487k | +5% | 5.7k | 84.81 | |
| BlackRock (BLK) | 0.1 | $468k | +2% | 558.00 | 838.71 | |
| Vanguard Star Fds Vg Tl Intl Stk (VXUS) | 0.1 | $464k | 7.3k | 63.33 | ||
| First Tr Exchange-traded Dj Internt Idx (FDN) | 0.1 | $456k | 1.9k | 235.66 | ||
| Sprott Physical Gold Tr Unit (PHYS) | 0.1 | $441k | 32k | 13.80 | ||
| Deere & Company (DE) | 0.1 | $433k | +527% | 1.3k | 334.88 | |
| Marsh & McLennan Companies (MMC) | 0.1 | $413k | 2.7k | 151.34 | ||
| At&t (T) | 0.1 | $412k | +6% | 15k | 26.99 | |
| Chevron Corporation (CVX) | 0.1 | $405k | +4% | 4.0k | 101.40 | |
| Dominion Resources (D) | 0.1 | $396k | +8% | 5.4k | 73.10 | |
| First Tr Exchange Traded Cloud Computing (SKYY) | 0.1 | $396k | 3.8k | 105.40 | ||
| Ishares Tr Core S&p Scp Et (IJR) | 0.1 | $369k | -12% | 3.4k | 109.17 | |
| Paypal Holdings (PYPL) | 0.1 | $367k | +10% | 1.4k | 260.47 | |
| Public Service Enterprise (PEG) | 0.1 | $366k | +4% | 6.0k | 60.82 | |
| Netflix (NFLX) | 0.1 | $364k | +8% | 597.00 | 609.72 | |
| Medtronic SHS (MDT) | 0.1 | $359k | +4% | 2.9k | 125.39 | |
| Kla Corp Com New (KLAC) | 0.1 | $357k | 1.1k | 334.90 | ||
| Lowe's Companies (LOW) | 0.1 | $352k | +6% | 1.7k | 203.12 | |
| Abbvie (ABBV) | 0.1 | $347k | +240% | 3.2k | 107.86 | |
| Anheuser Busch Inbev Sa Sponsored Adr (BUD) | 0.1 | $335k | 5.9k | 56.37 | ||
| FedEx Corporation (FDX) | 0.1 | $332k | +2% | 1.5k | 219.00 | |
| Danaher Corporation (DHR) | 0.1 | $330k | +11% | 1.1k | 304.43 | |
| Applied Materials (AMAT) | 0.1 | $329k | +17% | 2.6k | 128.77 | |
| Lockheed Martin Corporation (LMT) | 0.1 | $327k | 947.00 | 345.30 | ||
| Northrop Grumman Corporation (NOC) | 0.1 | $325k | +7% | 902.00 | 360.31 | |
| Nike CL B (NKE) | 0.1 | $311k | +2% | 2.1k | 145.40 | |
| Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF) | 0.1 | $309k | 1.9k | 158.54 | ||
| Qualcomm (QCOM) | 0.1 | $307k | +13% | 2.4k | 129.15 | |
| American Express Company (AXP) | 0.1 | $303k | -2% | 1.8k | 167.59 | |
| Vanguard Index Fds Extend Mkt Etf (VXF) | 0.1 | $300k | 1.6k | 182.37 | ||
| Ishares Tr S&p Mc 400gr Et (IJK) | 0.1 | $288k | -7% | 3.6k | 79.21 | |
| American Tower Reit (AMT) | 0.1 | $286k | +3% | 1.1k | 265.06 | |
| Goldman Sachs (GS) | 0.1 | $284k | +6% | 750.00 | 378.67 | |
| General Electric Com New (GE) | 0.1 | $280k | NEW | 2.7k | 103.02 | |
| Ishares Tr Select Divid Et (DVY) | 0.1 | $277k | 2.4k | 114.79 | ||
| Wal-Mart Stores (WMT) | 0.1 | $277k | +8% | 2.0k | 139.62 | |
| Southern Company (SO) | 0.1 | $274k | +5% | 4.4k | 62.08 | |
| Eli Lilly & Co. (LLY) | 0.1 | $266k | +3% | 1.2k | 230.90 | |
| Select Sector Spdr Tr Energy (XLE) | 0.1 | $265k | +7% | 5.1k | 52.05 | |
| Vanguard Scottsdale Fds Long Term Treas (VGLT) | 0.1 | $261k | NEW | 3.0k | 87.70 | |
| Wp Carey (WPC) | 0.1 | $260k | 3.6k | 72.95 | ||
| Texas Instruments Incorporated (TXN) | 0.1 | $259k | +5% | 1.3k | 192.42 | |
| Laboratory Corp Amer Hldgs Com New (LH) | 0.1 | $259k | 920.00 | 281.52 | ||
| RBB Motley Fol Etf (TMFC) | 0.1 | $258k | 6.5k | 39.91 | ||
| Ishares Tr Rus 2000 Grw Et (IWO) | 0.1 | $252k | 859.00 | 293.36 | ||
| 3M Company (MMM) | 0.1 | $252k | +3% | 1.4k | 175.24 | |
| Square Cl A (SQ) | 0.1 | $243k | +6% | 1.0k | 239.41 | |
| First Tr Nas100 Eq Weighted SHS (QQEW) | 0.1 | $243k | 2.2k | 111.06 | ||
| Blackstone Group Inc Com Cl A (BX) | 0.1 | $241k | +9% | 2.1k | 116.43 | |
| Ark Etf Tr Innovation Etf (ARKK) | 0.1 | $239k | 2.2k | 110.65 | ||
| Vanguard Charlotte Fds Total Int Bd Et (BNDX) | 0.0 | $234k | 4.1k | 56.93 | ||
| Coca-Cola Company (KO) | 0.0 | $232k | +24% | 4.4k | 52.45 | |
| L3harris Technologies (LHX) | 0.0 | $230k | 1.0k | 220.31 | ||
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.0 | $228k | 1.3k | 169.14 | ||
| Broadcom (AVGO) | 0.0 | $220k | +6% | 454.00 | 484.58 | |
| United Rentals (URI) | 0.0 | $217k | +33% | 618.00 | 351.13 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.0 | $216k | +25% | 1.9k | 111.63 | |
| Lauder Estee Cos Cl A (EL) | 0.0 | $213k | +2% | 711.00 | 299.58 | |
| Vanguard World Fds Inf Tech Etf (VGT) | 0.0 | $212k | 529.00 | 400.76 | ||
| Adobe Systems Incorporated (ADBE) | 0.0 | $208k | +11% | 361.00 | 576.18 | |
| Dimensional Etf Trust Us Equity Etf (DFUS) | 0.0 | $207k | -10% | 4.4k | 47.26 | |
| Booking Holdings (BKNG) | 0.0 | $207k | +6% | 87.00 | 2379.31 | |
| Nextera Energy (NEE) | 0.0 | $205k | +14% | 2.6k | 78.42 | |
| Ishares Tr Msci Usa Mmentm (MTUM) | 0.0 | $205k | 1.2k | 175.36 | ||
| Invesco Exchange Traded Fd T S&P MDCP400 PR (RFG) | 0.0 | $205k | 927.00 | 221.14 | ||
| Advanced Micro Devices (AMD) | 0.0 | $205k | +7% | 2.0k | 102.96 | |
| Align Technology (ALGN) | 0.0 | $203k | +2% | 305.00 | 665.57 | |
| Vanguard Index Fds Growth Etf (VUG) | 0.0 | $202k | 697.00 | 289.81 | ||
| Eversource Energy (ES) | 0.0 | $201k | 2.5k | 81.71 | ||
| Bk Nova Cad (BNS) | 0.0 | $200k | 3.2k | 61.65 | ||
| Novo-nordisk A S Adr (NVO) | 0.0 | $200k | +3% | 2.1k | 96.11 | |
| Brookfield Asset Mgmt Cl A Ltd Vt Sh (BAM) | 0.0 | $199k | +3% | 3.7k | 53.64 | |
| Abbott Laboratories (ABT) | 0.0 | $199k | +13% | 1.7k | 118.03 | |
| Globe Life (GL) | 0.0 | $198k | 2.2k | 88.99 | ||
| salesforce (CRM) | 0.0 | $197k | +20% | 727.00 | 270.98 | |
| TJX Companies (TJX) | 0.0 | $194k | +3% | 2.9k | 65.96 | |
| United Parcel Service CL B (UPS) | 0.0 | $194k | +17% | 1.1k | 182.16 | |
| Target Corporation (TGT) | 0.0 | $191k | +37% | 835.00 | 228.74 | |
| Stryker Corporation (SYK) | 0.0 | $189k | +4% | 715.00 | 264.34 | |
| Becton, Dickinson and (BDX) | 0.0 | $187k | +3% | 760.00 | 246.05 | |
| Truist Financial Corp equities (TFC) | 0.0 | $186k | -22% | 3.2k | 58.75 | |
| Schlumberger Com Stk (SLB) | 0.0 | $184k | -6% | 6.2k | 29.67 | |
| Shopify Cl A (SHOP) | 0.0 | $183k | +8% | 135.00 | 1355.56 | |
| Vanguard Specialized Funds Div App Etf (VIG) | 0.0 | $180k | 1.2k | 153.19 | ||
| Palantir Technologies Cl A (PLTR) | 0.0 | $179k | -72% | 7.5k | 23.98 | |
| BP Sponsored Adr (BP) | 0.0 | $177k | +2% | 6.5k | 27.28 | |
| Pavmed (PAVM) | 0.0 | $177k | 21k | 8.52 | ||
| Anthem (ANTM) | 0.0 | $176k | +6% | 473.00 | 372.09 | |
| Ishares Tr Rus Mdcp Val Et (IWS) | 0.0 | $176k | 1.6k | 112.97 | ||
| Carrier Global Corporation (CARR) | 0.0 | $171k | +238% | 3.3k | 51.66 | |
| D.R. Horton (DHI) | 0.0 | $167k | 2.0k | 83.84 | ||
| Newell Rubbermaid (NWL) | 0.0 | $165k | 7.5k | 22.11 | ||
| Primis Financial Corp (FRST) | 0.0 | $159k | 11k | 14.45 | ||
| Brandywine Rlty Tr Sh Ben Int New (BDN) | 0.0 | $158k | 12k | 13.43 | ||
| Canadian Natl Ry (CNI) | 0.0 | $155k | +3% | 1.3k | 115.67 | |
| Tc Energy Corp (TRP) | 0.0 | $155k | 3.2k | 48.20 | ||
| Ishares Msci Jpn Etf Ne (EWJ) | 0.0 | $153k | 2.2k | 70.09 | ||
| Vanguard Scottsdale Fds Shrt Trm Corp B (VCSH) | 0.0 | $152k | 1.9k | 82.16 | ||
| Tusimple Hldgs Cl A (TSP) | 0.0 | $151k | NEW | 4.1k | 37.08 | |
| Charles Schwab Corporation (SCHW) | 0.0 | $149k | +6% | 2.0k | 72.79 | |
| American Fin Tr Com Class A (AFIN) | 0.0 | $148k | 19k | 8.02 | ||
| Vanguard Index Fds Small Cp Etf (VB) | 0.0 | $148k | 677.00 | 218.61 | ||
| Carnival Corp Unit 99/99/9999 (CCL) | 0.0 | $148k | 5.9k | 24.95 | ||
| Duke Energy Corp Com New (DUK) | 0.0 | $147k | 1.5k | 97.74 | ||
| Ark Etf Tr Autnmus Technlg (ARKQ) | 0.0 | $147k | 1.9k | 78.23 | ||
| Asml Holding N V N Y Registry Sh (ASML) | 0.0 | $142k | +16% | 191.00 | 743.46 | |
| Ishares Tr Eafe Grwth Etf (EFG) | 0.0 | $141k | 1.3k | 106.58 | ||
| IDEXX Laboratories (IDXX) | 0.0 | $141k | +4% | 226.00 | 623.89 | |
| Vanguard Intl Equity Index F Ftse Emr Mkt Et (VWO) | 0.0 | $140k | +33% | 2.8k | 50.05 | |
| Moderna (MRNA) | 0.0 | $139k | +13% | 360.00 | 386.11 | |
| Ark Etf Tr Genomic Rev Etf (ARKG) | 0.0 | $138k | 1.8k | 74.72 | ||
| AmerisourceBergen (ABC) | 0.0 | $138k | 1.2k | 119.48 | ||
| Southwest Airlines (LUV) | 0.0 | $138k | 2.7k | 51.55 | ||
| Welltower Inc Com reit (WELL) | 0.0 | $136k | +3% | 1.7k | 82.42 | |
| Waste Management (WM) | 0.0 | $135k | +3% | 903.00 | 149.50 | |
| Gty Govtech Inc gty govtech (GTYH) | 0.0 | $135k | 18k | 7.50 | ||
| Cigna Corp (CI) | 0.0 | $134k | +2% | 670.00 | 200.00 | |
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.0 | $133k | 1.3k | 104.31 | ||
| Honeywell International (HON) | 0.0 | $132k | +6% | 621.00 | 212.56 | |
| Albemarle Corporation (ALB) | 0.0 | $132k | +5% | 601.00 | 219.63 | |
| Ishares Tr Micro-cap Etf (IWC) | 0.0 | $131k | 909.00 | 144.11 | ||
| Analog Devices (ADI) | 0.0 | $131k | +176% | 783.00 | 167.31 | |
| Otis Worldwide Corp (OTIS) | 0.0 | $130k | +365% | 1.6k | 82.33 | |
| Harley-Davidson (HOG) | 0.0 | $128k | 3.5k | 36.74 | ||
| Hasbro (HAS) | 0.0 | $125k | 1.4k | 88.97 | ||
| Edwards Lifesciences (EW) | 0.0 | $124k | +113% | 1.1k | 113.66 | |
| Intuit (INTU) | 0.0 | $124k | +11% | 230.00 | 539.13 | |
| Intuitive Surgical Com New (ISRG) | 0.0 | $123k | +7% | 124.00 | 991.94 | |
| Altria (MO) | 0.0 | $123k | +3% | 2.7k | 45.47 | |
| Ark Etf Tr Next Gnrtn Inte (ARKW) | 0.0 | $122k | 879.00 | 138.79 | ||
| Delta Air Lines Inc Del Com New (DAL) | 0.0 | $122k | +18% | 2.9k | 42.66 | |
| Mondelez Intl Cl A (MDLZ) | 0.0 | $121k | -5% | 2.1k | 58.12 | |
| Vanguard Index Fds Mid Cap Etf (VO) | 0.0 | $121k | 512.00 | 236.33 | ||
| Norfolk Southern (NSC) | 0.0 | $120k | 500.00 | 240.00 | ||
| Penn National Gaming (PENN) | 0.0 | $119k | 1.6k | 72.21 | ||
| Rogers Communications CL B (RCI) | 0.0 | $118k | 2.5k | 46.62 | ||
| Citigroup Com New (C) | 0.0 | $117k | +29% | 1.7k | 70.10 | |
| Cerner Corporation (CERN) | 0.0 | $117k | +2% | 1.7k | 70.69 | |
| Kilroy Realty Corporation (KRC) | 0.0 | $117k | 1.8k | 66.06 | ||
| Chipotle Mexican Grill (CMG) | 0.0 | $116k | +12% | 64.00 | 1812.50 | |
| Palo Alto Networks (PANW) | 0.0 | $116k | +2% | 242.00 | 479.34 | |
| Gilead Sciences (GILD) | 0.0 | $114k | +39% | 1.6k | 69.55 | |
| Philip Morris International (PM) | 0.0 | $113k | +10% | 1.2k | 94.40 | |
| Servicenow (NOW) | 0.0 | $113k | +11% | 181.00 | 624.31 | |
| Viacomcbs CL B (VIAC) | 0.0 | $112k | +2% | 2.8k | 39.38 | |
| Ark Etf Tr Fintech Innova (ARKF) | 0.0 | $112k | -8% | 2.3k | 49.23 | |
| Amgen (AMGN) | 0.0 | $112k | +18% | 525.00 | 213.33 | |
| Bristol Myers Squibb (BMY) | 0.0 | $111k | +10% | 1.9k | 59.07 | |
| Charter Communications Inc N Cl A (CHTR) | 0.0 | $111k | +8% | 152.00 | 730.26 | |
| Yum! Brands (YUM) | 0.0 | $108k | 887.00 | 121.76 | ||
| Draftkings Com Cl A (DKNG) | 0.0 | $107k | 2.2k | 48.22 | ||
| Alibaba Group Hldg Sponsored Ads (BABA) | 0.0 | $105k | -8% | 709.00 | 148.10 | |
| Sap Se Spon Adr (SAP) | 0.0 | $105k | +10% | 774.00 | 135.66 | |
| Caterpillar (CAT) | 0.0 | $105k | +4% | 549.00 | 191.26 | |
| Air Products & Chemicals (APD) | 0.0 | $105k | +2% | 408.00 | 257.35 | |
| Fidelity Merrimack Str Tr Total Bd Etf (FBND) | 0.0 | $105k | 2.0k | 52.90 | ||
| Illinois Tool Works (ITW) | 0.0 | $101k | +4% | 487.00 | 207.39 | |
| Vail Resorts (MTN) | 0.0 | $101k | 303.00 | 333.33 | ||
| People's United Financial (PBCT) | 0.0 | $100k | 5.8k | 17.39 | ||
| Global X Fds Rbtcs Artfl Int (BOTZ) | 0.0 | $100k | 2.7k | 36.75 | ||
| Strategy Ns 7handl Idx (HNDL) | 0.0 | $100k | 4.0k | 25.00 | ||
| Pulte (PHM) | 0.0 | $100k | 2.2k | 46.04 | ||
| Exelon Corporation (EXC) | 0.0 | $98k | +5% | 2.0k | 48.40 | |
| Airbnb Com Cl A (ABNB) | 0.0 | $98k | 585.00 | 167.52 | ||
| Capital One Financial (COF) | 0.0 | $98k | +42% | 605.00 | 161.98 | |
| Essex Property Trust (ESS) | 0.0 | $98k | 307.00 | 319.22 | ||
| DTE Energy Company (DTE) | 0.0 | $96k | 856.00 | 112.15 | ||
| Enterprise Products Partners (EPD) | 0.0 | $96k | +6% | 4.4k | 21.64 | |
| Biogen Idec (BIIB) | 0.0 | $94k | 332.00 | 283.13 | ||
| Fidelity National Information Services (FIS) | 0.0 | $94k | +25% | 770.00 | 122.08 | |
Past Filings by Glassman Wealth Services
SEC 13F filings are viewable for Glassman Wealth Services going back to 2015
- 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
- Glassman Wealth Services 2017 Q4 filed Feb. 6, 2018