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 49.02% of Glassman Wealth Services's stock portfolio.
- Added to shares of these 10 stocks: DFAX (+$6.8M), VTEB (+$6.5M), DFAC, VEU, VOO, FNDX, DGRW, J, VXUS, QQQ.
- Started 166 new stock positions in XPEV, STC, BKLN, VIAV, PGNY, TFSL, REZI, GPMT, BV, OSCR.
- Reduced shares in these 10 stocks: IWB, XOM, BA, ARKK, VEA, SLB, SGOV, CVS, AON, Brookfield Asset Management.
- Sold out of its positions in ADT, AKA, IZRL, ATNI, Abiomed, ACIW, ADN, LIDR, AEVA, AIRS.
- Glassman Wealth Services was a net buyer of stock by $35M.
- Glassman Wealth Services has $543M in assets under management (AUM), dropping by 15.28%.
- Central Index Key (CIK): 0001642160
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Portfolio Holdings for Glassman Wealth Services
Glassman Wealth Services holds 1908 positions in its portfolio as reported in the December 2022 quarterly 13F filing
Glassman Wealth Services has 1908 total positions. Only the first 250 positions are shown.
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- Download the Glassman Wealth Services December 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) | 18.5 | $100M | +2% | 285k | 351.34 | |
| Schwab Strategic Tr Schwab Fdt Us Lg (FNDX) | 13.8 | $75M | +2% | 1.4M | 53.44 | |
| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 6.3 | $34M | +13% | 677k | 50.14 | |
| Wisdomtree Tr Us Qtly Div Grt (DGRW) | 5.3 | $29M | +6% | 480k | 60.36 | |
| NVR (NVR) | 5.2 | $28M | 6.1k | 4612.58 | ||
| Snap-on Incorporated (SNA) | 4.3 | $23M | 101k | 228.49 | ||
| Apple (AAPL) | 3.9 | $21M | 164k | 129.93 | ||
| Dimensional Etf Trust World Ex Us Core (DFAX) | 3.9 | $21M | +47% | 974k | 21.60 | |
| Dimensional Etf Trust Us Core Equity 2 (DFAC) | 3.5 | $19M | +34% | 786k | 24.28 | |
| Microsoft Corporation (MSFT) | 2.4 | $13M | +3% | 54k | 239.82 | |
| Ishares Tr Rus 1000 Etf (IWB) | 2.0 | $11M | -6% | 51k | 210.52 | |
| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 1.5 | $8.0M | +440% | 162k | 49.49 | |
| Exxon Mobil Corporation (XOM) | 1.2 | $6.4M | -10% | 58k | 110.30 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.1 | $5.8M | +6% | 19k | 308.90 | |
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| Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 0.9 | $4.9M | 75k | 66.02 | ||
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.9 | $4.9M | 13k | 382.43 | ||
| Tesla Motors (TSLA) | 0.8 | $4.5M | -2% | 36k | 123.18 | |
| Ishares Tr Core S&p500 Etf (IVV) | 0.7 | $3.8M | 10k | 384.21 | ||
| Amazon (AMZN) | 0.6 | $3.0M | +6% | 36k | 84.00 | |
| Johnson & Johnson (JNJ) | 0.5 | $2.5M | +4% | 14k | 176.65 | |
| UnitedHealth (UNH) | 0.4 | $2.4M | -5% | 4.6k | 530.19 | |
| Home Depot (HD) | 0.4 | $2.3M | +2% | 7.1k | 315.85 | |
| Alphabet Cap Stk Cl C (GOOG) | 0.4 | $2.2M | 25k | 88.73 | ||
| Alphabet Cap Stk Cl A (GOOGL) | 0.4 | $2.2M | +2% | 24k | 88.23 | |
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.4 | $2.1M | 8.6k | 241.89 | ||
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.4 | $2.0M | +34% | 10k | 191.19 | |
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.4 | $2.0M | +34% | 7.4k | 266.27 | |
| Costco Wholesale Corporation (COST) | 0.3 | $1.7M | +5% | 3.7k | 456.49 | |
| Procter & Gamble Company (PG) | 0.3 | $1.7M | 11k | 151.56 | ||
| Pepsi (PEP) | 0.3 | $1.5M | -3% | 8.5k | 180.65 | |
| Colgate-Palmolive Company (CL) | 0.3 | $1.5M | 19k | 78.79 | ||
| Pfizer (PFE) | 0.2 | $1.3M | +3% | 26k | 51.24 | |
| Merck & Co (MRK) | 0.2 | $1.2M | +4% | 10k | 110.95 | |
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.2 | $1.1M | 5.0k | 214.25 | ||
| Mastercard Incorporated Cl A (MA) | 0.2 | $1.0M | +9% | 2.9k | 347.67 | |
| Cisco Systems (CSCO) | 0.2 | $1.0M | 21k | 47.64 | ||
| Walt Disney Company (DIS) | 0.2 | $1.0M | 12k | 86.88 | ||
| Visa Com Cl A (V) | 0.2 | $996k | +4% | 4.8k | 207.74 | |
| McDonald's Corporation (MCD) | 0.2 | $988k | -13% | 3.8k | 263.50 | |
| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.2 | $980k | +159% | 19k | 51.72 | |
| General Dynamics Corporation (GD) | 0.2 | $936k | 3.8k | 248.11 | ||
| Jacobs Engineering Group (J) | 0.2 | $921k | +9371% | 7.7k | 120.07 | |
| JPMorgan Chase & Co. (JPM) | 0.2 | $921k | +12% | 6.9k | 134.10 | |
| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.2 | $907k | 2.0k | 442.79 | ||
| Ishares Tr National Mun Etf (MUB) | 0.2 | $851k | 8.1k | 105.52 | ||
| Vanguard Index Fds Large Cap Etf (VV) | 0.2 | $817k | +27% | 4.7k | 174.18 | |
| Bank of America Corporation (BAC) | 0.1 | $798k | 24k | 33.12 | ||
| Chevron Corporation (CVX) | 0.1 | $772k | -5% | 4.3k | 179.51 | |
| Oracle Corporation (ORCL) | 0.1 | $766k | 9.4k | 81.74 | ||
| Abbvie (ABBV) | 0.1 | $757k | +14% | 4.7k | 161.60 | |
| Thermo Fisher Scientific (TMO) | 0.1 | $740k | 1.3k | 550.77 | ||
| NVIDIA Corporation (NVDA) | 0.1 | $725k | +21% | 5.0k | 146.13 | |
| International Business Machines (IBM) | 0.1 | $681k | +4% | 4.8k | 140.88 | |
| Ishares Tr Rus Mid Cap Etf (IWR) | 0.1 | $672k | 10k | 67.45 | ||
| Union Pacific Corporation (UNP) | 0.1 | $668k | 3.2k | 207.07 | ||
| Ishares Tr S&p 500 Val Etf (IVE) | 0.1 | $664k | 4.6k | 145.07 | ||
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.1 | $660k | -31% | 16k | 41.97 | |
| Deere & Company (DE) | 0.1 | $647k | +4% | 1.5k | 428.76 | |
| Starbucks Corporation (SBUX) | 0.1 | $646k | 6.5k | 99.19 | ||
| Netflix (NFLX) | 0.1 | $643k | 2.2k | 294.88 | ||
| Marathon Petroleum Corp (MPC) | 0.1 | $641k | +319% | 5.5k | 116.38 | |
| Spdr Ser Tr S&p Divid Etf (SDY) | 0.1 | $629k | 5.0k | 125.11 | ||
| Wal-Mart Stores (WMT) | 0.1 | $625k | -12% | 4.4k | 141.80 | |
| Marriott Intl Cl A (MAR) | 0.1 | $618k | +3% | 4.2k | 148.88 | |
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.1 | $618k | +188% | 3.9k | 158.78 | |
| Lowe's Companies (LOW) | 0.1 | $617k | +8% | 3.1k | 199.24 | |
| Rbc Cad (RY) | 0.1 | $613k | -3% | 6.5k | 94.02 | |
| American Electric Power Company (AEP) | 0.1 | $610k | +83% | 6.4k | 94.95 | |
| Comcast Corp Cl A (CMCSA) | 0.1 | $577k | +20% | 17k | 34.97 | |
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.1 | $560k | 9.6k | 58.50 | ||
| Northrop Grumman Corporation (NOC) | 0.1 | $559k | +6% | 1.0k | 545.61 | |
| Verizon Communications (VZ) | 0.1 | $551k | +15% | 14k | 39.40 | |
| Intel Corporation (INTC) | 0.1 | $549k | 21k | 26.43 | ||
| Lockheed Martin Corporation (LMT) | 0.1 | $547k | 1.1k | 486.42 | ||
| Nextera Energy (NEE) | 0.1 | $542k | +82% | 6.5k | 83.60 | |
| Ishares Tr 0-3 Mnth Treasry (SGOV) | 0.1 | $533k | -27% | 5.3k | 100.14 | |
| Select Sector Spdr Tr Financial (XLF) | 0.1 | $522k | 15k | 34.20 | ||
| Coca-Cola Company (KO) | 0.1 | $518k | +5% | 8.1k | 63.61 | |
| BlackRock (BLK) | 0.1 | $512k | -3% | 722.00 | 708.63 | |
| Ishares Tr Russell 2000 Etf (IWM) | 0.1 | $510k | 2.9k | 174.37 | ||
| Ishares Tr Core Div Grwth (DGRO) | 0.1 | $509k | -3% | 10k | 50.00 | |
| Select Sector Spdr Tr Energy (XLE) | 0.1 | $503k | +11% | 5.7k | 87.47 | |
| Danaher Corporation (DHR) | 0.1 | $500k | +27% | 1.9k | 265.42 | |
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.1 | $494k | -2% | 3.3k | 151.65 | |
| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.1 | $483k | 3.6k | 135.85 | ||
| Kratos Defense & Sec Solutio Com New (KTOS) | 0.1 | $481k | 47k | 10.32 | ||
| Nikola Corp (NKLA) | 0.1 | $478k | 222k | 2.16 | ||
| Meta Platforms Cl A (META) | 0.1 | $476k | 4.0k | 120.34 | ||
| Ishares Tr Ishares Biotech (IBB) | 0.1 | $466k | 3.5k | 131.27 | ||
| Broadcom (AVGO) | 0.1 | $452k | +12% | 809.00 | 558.98 | |
| Sprott Physical Gold Tr Unit (PHYS) | 0.1 | $451k | 32k | 14.10 | ||
| CVS Caremark Corporation (CVS) | 0.1 | $446k | -30% | 4.8k | 93.19 | |
| Vanguard Index Fds Growth Etf (VUG) | 0.1 | $433k | +48% | 2.0k | 213.07 | |
| Vanguard Index Fds Value Etf (VTV) | 0.1 | $422k | +46% | 3.0k | 140.39 | |
| Eli Lilly & Co. (LLY) | 0.1 | $419k | +5% | 1.1k | 365.84 | |
| Kla Corp Com New (KLAC) | 0.1 | $417k | -2% | 1.1k | 377.03 | |
| Marsh & McLennan Companies (MMC) | 0.1 | $417k | +2% | 2.5k | 165.48 | |
| Caterpillar (CAT) | 0.1 | $410k | +19% | 1.7k | 239.57 | |
| Vanguard Specialized Funds Div App Etf (VIG) | 0.1 | $404k | +126% | 2.7k | 151.85 | |
| Novo-nordisk A S Adr (NVO) | 0.1 | $400k | +15% | 3.0k | 135.34 | |
| Anthem (ELV) | 0.1 | $398k | 776.00 | 512.97 | ||
| Raytheon Technologies Corp (RTX) | 0.1 | $397k | +14% | 3.9k | 100.92 | |
| Nike CL B (NKE) | 0.1 | $383k | +8% | 3.3k | 117.00 | |
| Travelers Companies (TRV) | 0.1 | $380k | +347% | 2.0k | 187.52 | |
| Public Service Enterprise (PEG) | 0.1 | $378k | 6.2k | 61.27 | ||
| Boeing Company (BA) | 0.1 | $371k | -61% | 1.9k | 190.49 | |
| First Tr Exchange-traded No Amer Energy (EMLP) | 0.1 | $368k | 14k | 26.69 | ||
| Mondelez Intl Cl A (MDLZ) | 0.1 | $364k | 5.5k | 66.65 | ||
| Southern Company (SO) | 0.1 | $364k | 5.1k | 71.41 | ||
| Phillips Edison & Co Common Stock (PECO) | 0.1 | $361k | 11k | 31.84 | ||
| Eagle Ban (EGBN) | 0.1 | $354k | -16% | 8.0k | 44.07 | |
| Vanguard Index Fds Real Estate Etf (VNQ) | 0.1 | $352k | +2% | 4.3k | 82.49 | |
| Texas Instruments Incorporated (TXN) | 0.1 | $347k | +2% | 2.1k | 165.19 | |
| Select Sector Spdr Tr Sbi Int-inds (XLI) | 0.1 | $335k | +45% | 3.4k | 98.21 | |
| Goldman Sachs (GS) | 0.1 | $333k | +9% | 969.00 | 343.38 | |
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.1 | $324k | +17% | 8.3k | 38.98 | |
| Lauder Estee Cos Cl A (EL) | 0.1 | $324k | +10% | 1.3k | 248.11 | |
| Ishares Tr Core S&p Scp Etf (IJR) | 0.1 | $323k | 3.4k | 94.64 | ||
| Hannon Armstrong (HASI) | 0.1 | $322k | -5% | 11k | 28.98 | |
| American Express Company (AXP) | 0.1 | $322k | +7% | 2.2k | 147.75 | |
| Spdr Index Shs Fds Portfolio Devlpd (SPDW) | 0.1 | $318k | NEW | 11k | 29.69 | |
| Abbott Laboratories (ABT) | 0.1 | $315k | +17% | 2.9k | 109.77 | |
| Spdr Index Shs Fds Msci Acwi Exus (CWI) | 0.1 | $312k | +4% | 13k | 24.06 | |
| Air Products & Chemicals (APD) | 0.1 | $307k | +74% | 995.00 | 308.30 | |
| Applied Materials (AMAT) | 0.1 | $298k | +14% | 3.1k | 97.38 | |
| Amplify Energy Corp (AMPY) | 0.1 | $295k | 34k | 8.79 | ||
| Ishares Tr Calif Mun Bd Etf (CMF) | 0.1 | $293k | 5.2k | 56.11 | ||
| Ishares Tr Select Divid Etf (DVY) | 0.1 | $291k | 2.4k | 120.60 | ||
| TJX Companies (TJX) | 0.1 | $291k | +6% | 3.7k | 79.61 | |
| L3harris Technologies (LHX) | 0.1 | $288k | +11% | 1.4k | 208.21 | |
| FedEx Corporation (FDX) | 0.1 | $288k | 1.7k | 173.19 | ||
| Wp Carey (WPC) | 0.1 | $284k | 3.6k | 78.15 | ||
| Ark Etf Tr Innovation Etf (ARKK) | 0.1 | $283k | -64% | 9.1k | 31.24 | |
| Ishares Tr Shrt Nat Mun Etf (SUB) | 0.1 | $282k | 2.7k | 104.27 | ||
| Ishares Tr Glb Cnsm Stp Etf (KXI) | 0.1 | $280k | 4.7k | 59.64 | ||
| General Electric Com New (GE) | 0.1 | $275k | 3.3k | 83.78 | ||
| Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF) | 0.1 | $273k | 1.8k | 155.15 | ||
| CSX Corporation (CSX) | 0.1 | $272k | +287% | 8.8k | 30.98 | |
| Wells Fargo & Company (WFC) | 0.1 | $272k | +6% | 6.6k | 41.29 | |
| American Tower Reit (AMT) | 0.0 | $271k | 1.3k | 211.88 | ||
| Cigna Corp (CI) | 0.0 | $268k | 809.00 | 331.34 | ||
| Eversource Energy (ES) | 0.0 | $265k | 3.2k | 83.84 | ||
| Adobe Systems Incorporated (ADBE) | 0.0 | $259k | +65% | 768.00 | 336.53 | |
| At&t (T) | 0.0 | $254k | +50% | 14k | 18.41 | |
| Charles Schwab Corporation (SCHW) | 0.0 | $249k | +10% | 3.0k | 83.26 | |
| BP Sponsored Adr (BP) | 0.0 | $249k | 7.1k | 34.93 | ||
| Ishares Tr S&p Mc 400gr Etf (IJK) | 0.0 | $248k | 3.6k | 68.30 | ||
| Qualcomm (QCOM) | 0.0 | $248k | -23% | 2.3k | 109.94 | |
| Spdr Ser Tr Portfolio S&p500 (SPLG) | 0.0 | $248k | +275000% | 5.5k | 44.98 | |
| Globe Life (GL) | 0.0 | $245k | -4% | 2.0k | 120.55 | |
| Illinois Tool Works (ITW) | 0.0 | $242k | +23% | 1.1k | 220.30 | |
| Linde SHS (LIN) | 0.0 | $239k | +36% | 734.00 | 326.18 | |
| First Tr Exchange-traded Dj Internt Idx (FDN) | 0.0 | $238k | 1.9k | 123.15 | ||
| United Parcel Service CL B (UPS) | 0.0 | $234k | -7% | 1.3k | 173.85 | |
| Amgen (AMGN) | 0.0 | $233k | +7% | 889.00 | 262.49 | |
| Stryker Corporation (SYK) | 0.0 | $232k | +18% | 947.00 | 244.49 | |
| Paychex (PAYX) | 0.0 | $231k | +151% | 2.0k | 115.56 | |
| Spdr Ser Tr Portfoli S&p1500 (SPTM) | 0.0 | $229k | -23% | 4.8k | 47.29 | |
| Bristol Myers Squibb (BMY) | 0.0 | $226k | +9% | 3.1k | 71.95 | |
| Vanguard Index Fds Mid Cap Etf (VO) | 0.0 | $224k | -6% | 1.1k | 203.81 | |
| Laboratory Corp Amer Hldgs Com New (LH) | 0.0 | $221k | 939.00 | 235.48 | ||
| United Rentals (URI) | 0.0 | $220k | 620.00 | 355.42 | ||
| Gilead Sciences (GILD) | 0.0 | $219k | +8% | 2.5k | 85.86 | |
| Vanguard Index Fds Extend Mkt Etf (VXF) | 0.0 | $218k | 1.6k | 132.86 | ||
| First Tr Exchange Traded Cloud Computing (SKYY) | 0.0 | $216k | 3.8k | 57.61 | ||
| Waste Management (WM) | 0.0 | $211k | 1.3k | 156.88 | ||
| Advanced Micro Devices (AMD) | 0.0 | $211k | +14% | 3.3k | 64.77 | |
| Medtronic SHS (MDT) | 0.0 | $210k | +9% | 2.7k | 77.72 | |
| Booking Holdings (BKNG) | 0.0 | $210k | 104.00 | 2015.28 | ||
| Enterprise Products Partners (EPD) | 0.0 | $209k | +78% | 8.7k | 24.12 | |
| AmerisourceBergen (ABC) | 0.0 | $206k | 1.2k | 165.78 | ||
| RBB Motley Fol Etf (TMFC) | 0.0 | $205k | 6.7k | 30.45 | ||
| 3M Company (MMM) | 0.0 | $205k | +33% | 1.7k | 119.91 | |
| Prologis (PLD) | 0.0 | $200k | +96% | 1.8k | 112.73 | |
| M&T Bank Corporation (MTB) | 0.0 | $199k | -4% | 1.4k | 145.11 | |
| Truist Financial Corp equities (TFC) | 0.0 | $198k | -4% | 4.6k | 43.03 | |
| Honeywell International (HON) | 0.0 | $196k | +19% | 914.00 | 214.30 | |
| First Tr Nas100 Eq Weighted SHS (QQEW) | 0.0 | $194k | 2.2k | 88.78 | ||
| Rlj Lodging Tr Cum Conv Pfd A (RLJ.PA) | 0.0 | $192k | 8.1k | 23.79 | ||
| Chubb (CB) | 0.0 | $190k | +35% | 861.00 | 220.60 | |
| Ishares Tr Rus Mdcp Val Etf (IWS) | 0.0 | $189k | 1.8k | 105.34 | ||
| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.0 | $189k | 2.2k | 84.80 | ||
| Republic Services (RSG) | 0.0 | $188k | +544% | 1.5k | 128.99 | |
| Automatic Data Processing (ADP) | 0.0 | $188k | +9% | 786.00 | 238.86 | |
| Becton, Dickinson and (BDX) | 0.0 | $186k | -18% | 731.00 | 254.30 | |
| D.R. Horton (DHI) | 0.0 | $183k | 2.1k | 89.14 | ||
| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.0 | $183k | 3.3k | 55.56 | ||
| Intuit (INTU) | 0.0 | $183k | +12% | 470.00 | 389.22 | |
| Fiserv (FISV) | 0.0 | $182k | +66% | 1.8k | 101.07 | |
| Shell Spon Ads (SHEL) | 0.0 | $181k | 3.2k | 56.95 | ||
| Us Bancorp Del Com New (USB) | 0.0 | $180k | -14% | 4.1k | 43.61 | |
| Canadian Natl Ry (CNI) | 0.0 | $180k | 1.5k | 118.88 | ||
| Ishares Tr Rus 2000 Grw Etf (IWO) | 0.0 | $180k | 837.00 | 214.42 | ||
| Ishares Tr Rus Tp200 Gr Etf (IWY) | 0.0 | $179k | NEW | 1.5k | 120.53 | |
| Analog Devices (ADI) | 0.0 | $176k | -8% | 1.1k | 164.03 | |
| Carrier Global Corporation (CARR) | 0.0 | $175k | -2% | 4.2k | 41.25 | |
| Vanguard Index Fds Small Cp Etf (VB) | 0.0 | $171k | +19% | 932.00 | 183.47 | |
| Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.0 | $171k | NEW | 1.3k | 135.24 | |
| Philip Morris International (PM) | 0.0 | $171k | 1.7k | 101.21 | ||
| Ishares Tr Msci Usa Mmentm (MTUM) | 0.0 | $171k | 1.2k | 145.93 | ||
| Vanguard World Fds Inf Tech Etf (VGT) | 0.0 | $169k | 529.00 | 319.41 | ||
| Invesco Exchange Traded Fd T S&P MDCP400 PR (RFG) | 0.0 | $166k | 927.00 | 179.09 | ||
| Rio Tinto Sponsored Adr (RIO) | 0.0 | $165k | +8% | 2.3k | 71.20 | |
| Spdr Gold Tr Gold Shs (GLD) | 0.0 | $162k | 953.00 | 169.64 | ||
| Duke Energy Corp Com New (DUK) | 0.0 | $161k | -22% | 1.6k | 102.99 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.0 | $161k | +12% | 2.2k | 74.49 | |
| RPM International (RPM) | 0.0 | $158k | +8911% | 1.6k | 97.45 | |
| AutoZone (AZO) | 0.0 | $158k | 64.00 | 2466.19 | ||
| Blackstone Group Inc Com Cl A (BX) | 0.0 | $157k | -6% | 2.1k | 74.18 | |
| Intuitive Surgical Com New (ISRG) | 0.0 | $156k | -4% | 588.00 | 265.35 | |
| ConocoPhillips (COP) | 0.0 | $156k | 1.3k | 118.00 | ||
| Progressive Corporation (PGR) | 0.0 | $155k | +5% | 1.2k | 129.71 | |
| EOG Resources (EOG) | 0.0 | $155k | +5% | 1.2k | 129.52 | |
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.0 | $153k | -2% | 2.1k | 71.84 | |
| Sherwin-Williams Company (SHW) | 0.0 | $148k | -6% | 623.00 | 237.33 | |
| Harley-Davidson (HOG) | 0.0 | $147k | 3.5k | 41.60 | ||
| Target Corporation (TGT) | 0.0 | $147k | +11% | 985.00 | 149.04 | |
| Norfolk Southern (NSC) | 0.0 | $146k | 594.00 | 246.42 | ||
| Dimensional Etf Trust Us Core Eqt Mkt (DFAU) | 0.0 | $145k | NEW | 5.4k | 27.02 | |
| Welltower Inc Com reit (WELL) | 0.0 | $144k | +21% | 2.2k | 65.55 | |
| Asml Holding N V N Y Registry Shs (ASML) | 0.0 | $142k | +9% | 260.00 | 546.40 | |
| Ishares Tr Core Msci Eafe (IEFA) | 0.0 | $140k | +209% | 2.3k | 61.64 | |
| Bhp Group Sponsored Ads (BHP) | 0.0 | $140k | -4% | 2.3k | 62.05 | |
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.0 | $140k | +3% | 1.8k | 75.52 | |
| Dominion Resources (D) | 0.0 | $138k | -14% | 2.2k | 61.32 | |
| Altria (MO) | 0.0 | $131k | +25% | 2.9k | 45.70 | |
| Ishares Tr Rus Tp200 Vl Etf (IWX) | 0.0 | $131k | NEW | 2.0k | 64.97 | |
| Marathon Oil Corporation (MRO) | 0.0 | $131k | +428% | 4.8k | 27.07 | |
| Dimensional Etf Trust Us Equity Etf (DFUS) | 0.0 | $131k | 3.1k | 41.61 | ||
| Metropcs Communications (TMUS) | 0.0 | $131k | +5% | 932.00 | 140.00 | |
| Intercontinental Exchange (ICE) | 0.0 | $128k | +10% | 1.2k | 102.59 | |
| Vanguard Scottsdale Fds Vng Rus1000val (VONV) | 0.0 | $127k | NEW | 1.9k | 66.58 | |
| Humana (HUM) | 0.0 | $127k | 247.00 | 512.19 | ||
| Occidental Petroleum Corporation (OXY) | 0.0 | $124k | +2% | 2.0k | 62.99 | |
| Paypal Holdings (PYPL) | 0.0 | $120k | -29% | 1.7k | 71.22 | |
| Capital One Financial (COF) | 0.0 | $120k | +11% | 1.3k | 92.96 | |
| Vivani Medical Common Stock (VANI) | 0.0 | $119k | 140k | 0.85 | ||
| Ishares Msci Jpn Etf New (EWJ) | 0.0 | $119k | 2.2k | 54.44 | ||
| Albemarle Corporation (ALB) | 0.0 | $118k | +4% | 543.00 | 216.97 | |
| Valero Energy Corporation (VLO) | 0.0 | $117k | 925.00 | 126.86 | ||
| Clean Harbors (CLH) | 0.0 | $117k | +708% | 1.0k | 114.12 | |
| Amphenol Corp Cl A (APH) | 0.0 | $117k | +11% | 1.5k | 76.14 | |
| salesforce (CRM) | 0.0 | $117k | -11% | 879.00 | 132.59 | |
| Sap Se Spon Adr (SAP) | 0.0 | $116k | +40% | 1.1k | 103.19 | |
| Unilever Spon Adr New (UL) | 0.0 | $116k | +29% | 2.3k | 50.35 | |
| Brookfield Corp Cl A Ltd Vt Sh Added | 0.0 | $116k | NEW | 3.7k | 31.46 | |
| General Mills (GIS) | 0.0 | $116k | +3% | 1.4k | 83.85 | |
| DTE Energy Company (DTE) | 0.0 | $115k | +10% | 980.00 | 117.53 | |
| Chipotle Mexican Grill (CMG) | 0.0 | $115k | +9% | 83.00 | 1387.49 | |
| O'reilly Automotive (ORLY) | 0.0 | $115k | 136.00 | 844.03 | ||
Past Filings by Glassman Wealth Services
SEC 13F filings are viewable for Glassman Wealth Services going back to 2015
- 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
- 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