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, SNA, and represent 54.29% of Glassman Wealth Services's stock portfolio.
- Added to shares of these 10 stocks: Dimensional Etf Trust, SPY, VEU, SIG, IJH, IVV, FNDX, IVW, IVE, NLSN.
- Started 123 new stock positions in MHK, NWN, PRDO, NMIH, TNDM, JRVR, Brookfield Asset Mgmt Reins, MRVI, PFN, BZH.
- Reduced shares in these 10 stocks: AAPL (-$15M), VGT, MMS, XLG, XLF, PSJ, , , AMZN, F.
- Sold out of its positions in ADPT, AKTS, Aphria Inc foreign, APPN, Atlantic Power Corporation, ATHM, ACLS, BMI, BTAI, CSWI.
- Glassman Wealth Services was a net seller of stock by $-22M.
- Glassman Wealth Services has $478M in assets under management (AUM), dropping by 2.10%.
- 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 June 2021 quarterly 13F filing
Glassman Wealth Services has 1673 total positions. Only the first 250 positions are shown.
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- Download the Glassman Wealth Services June 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) | 22.8 | $109M | 277k | 393.52 | ||
| Schwab Strategic Tr Schwab Fdt Us L (FNDX) | 14.7 | $71M | 1.3M | 54.72 | ||
| NVR (NVR) | 6.4 | $31M | 6.1k | 4973.26 | ||
| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 5.7 | $27M | +12% | 426k | 63.39 | |
| Snap-on Incorporated (SNA) | 4.7 | $23M | 101k | 223.43 | ||
| Apple (AAPL) | 4.4 | $21M | -41% | 154k | 136.96 | |
| Ishares Tr Rus 1000 Etf (IWB) | 2.9 | $14M | 57k | 242.08 | ||
| Microsoft Corporation (MSFT) | 2.6 | $12M | -3% | 45k | 270.89 | |
| J P Morgan Exchange-traded F Ultra Shrt Inc (JPST) | 2.0 | $9.6M | 188k | 50.74 | ||
| W.R. Grace & Co. (GRA) | 1.6 | $7.8M | 113k | 69.12 | ||
| Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 1.3 | $6.0M | -9% | 88k | 68.37 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 1.2 | $5.6M | +114% | 13k | 428.09 | |
| Tesla NOTE 2.375pcnt 3/1 | 1.1 | $5.3M | 510k | 10.38 | ||
| Amazon (AMZN) | 1.1 | $5.1M | -15% | 1.5k | 3440.38 | |
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| Exxon Mobil Corporation (XOM) | 1.0 | $4.7M | -7% | 74k | 63.08 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.9 | $4.5M | -8% | 16k | 277.91 | |
| Nikola Corp (NKLA) | 0.8 | $4.0M | 221k | 18.06 | ||
| Dimensional Etf Trust Us Core Equity 2 | 0.8 | $3.7M | NEW | 139k | 26.98 | |
| Ishares Tr Core S&p500 Etf (IVV) | 0.6 | $3.0M | +37% | 7.0k | 429.92 | |
| Alphabet Cap Stk Cl C (GOOG) | 0.6 | $2.7M | -21% | 1.1k | 2505.99 | |
| Tesla Motors (TSLA) | 0.6 | $2.7M | 4.0k | 679.66 | ||
| Signet Jewelers SHS (SIG) | 0.5 | $2.4M | NEW | 30k | 80.80 | |
| Walt Disney Company (DIS) | 0.5 | $2.4M | 14k | 175.75 | ||
| Alphabet Cap Stk Cl A (GOOGL) | 0.5 | $2.3M | -15% | 940.00 | 2441.49 | |
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.5 | $2.2M | 6.2k | 354.34 | ||
| Ishares Tr Core S&p Mcp Et (IJH) | 0.4 | $1.7M | +98% | 6.4k | 268.68 | |
| Johnson & Johnson (JNJ) | 0.4 | $1.7M | -20% | 11k | 164.72 | |
| Colgate-Palmolive Company (CL) | 0.3 | $1.5M | 19k | 81.38 | ||
| Kratos Defense & Sec Solutio Com New (KTOS) | 0.3 | $1.3M | 47k | 28.49 | ||
| Procter & Gamble Company (PG) | 0.3 | $1.3M | +2% | 9.6k | 134.94 | |
| Ishares Tr Rus 1000 Grw Et (IWF) | 0.3 | $1.3M | 4.7k | 271.50 | ||
| Maximus (MMS) | 0.3 | $1.2M | -71% | 14k | 87.94 | |
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.3 | $1.2M | -12% | 5.5k | 222.87 | |
| Pepsi (PEP) | 0.2 | $1.2M | -20% | 8.0k | 148.19 | |
| Facebook Cl A (FB) | 0.2 | $1.2M | +11% | 3.4k | 347.81 | |
| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.2 | $1.1M | 2.3k | 491.13 | ||
| Comcast Corp Cl A (CMCSA) | 0.2 | $1.1M | 19k | 57.04 | ||
| Costco Wholesale Corporation (COST) | 0.2 | $1.1M | +2% | 2.8k | 395.58 | |
| Cisco Systems (CSCO) | 0.2 | $1.1M | 20k | 52.98 | ||
| Ishares Tr Russell 2000 Et (IWM) | 0.2 | $1.0M | +4% | 4.5k | 229.36 | |
| Home Depot (HD) | 0.2 | $1.0M | +6% | 3.3k | 318.84 | |
| Intel Corporation (INTC) | 0.2 | $940k | 17k | 56.14 | ||
| Stanley Black & Decker (SWK) | 0.2 | $925k | 4.5k | 204.92 | ||
| Mastercard Incorporated Cl A (MA) | 0.2 | $900k | -3% | 2.5k | 365.11 | |
| McDonald's Corporation (MCD) | 0.2 | $892k | 3.9k | 231.09 | ||
| Pfizer (PFE) | 0.2 | $849k | -34% | 22k | 39.18 | |
| First Tr Exchange-traded No Amer Energy (EMLP) | 0.2 | $835k | 34k | 24.45 | ||
| Hannon Armstrong (HASI) | 0.2 | $823k | +13% | 15k | 56.12 | |
| Visa Com Cl A (V) | 0.2 | $807k | +3% | 3.5k | 233.85 | |
| Rbc Cad (RY) | 0.2 | $747k | 7.4k | 101.29 | ||
| Vanguard Index Fds Large Cap Etf (VV) | 0.2 | $736k | 3.7k | 200.76 | ||
| Palantir Technologies Cl A (PLTR) | 0.2 | $723k | -41% | 27k | 26.37 | |
| Ishares Tr S&p 500 Grwt Et (IVW) | 0.1 | $696k | +1659% | 9.6k | 72.71 | |
| JPMorgan Chase & Co. (JPM) | 0.1 | $696k | -3% | 4.5k | 155.64 | |
| Oracle Corporation (ORCL) | 0.1 | $689k | +3% | 8.9k | 77.80 | |
| Eagle Ban (EGBN) | 0.1 | $687k | +4% | 12k | 56.05 | |
| General Dynamics Corporation (GD) | 0.1 | $678k | 3.6k | 188.39 | ||
| Spdr Ser Tr S&p Divid Etf (SDY) | 0.1 | $677k | 5.5k | 122.20 | ||
| Ishares Tr S&p 500 Val Etf (IVE) | 0.1 | $676k | +550% | 4.6k | 147.73 | |
| Vanguard Tax-managed Intl Ftse Dev Mkt Et (VEA) | 0.1 | $671k | 13k | 51.49 | ||
| UnitedHealth (UNH) | 0.1 | $661k | +3% | 1.7k | 400.61 | |
| Vanguard Index Fds Real Estate Etf (VNQ) | 0.1 | $652k | -9% | 6.4k | 101.83 | |
| Boeing Company (BA) | 0.1 | $642k | 2.7k | 239.55 | ||
| Ishares Tr Ishares Biotech (IBB) | 0.1 | $628k | 3.8k | 163.71 | ||
| Starbucks Corporation (SBUX) | 0.1 | $613k | +8% | 5.5k | 111.82 | |
| Verizon Communications (VZ) | 0.1 | $598k | -35% | 11k | 56.05 | |
| International Business Machines (IBM) | 0.1 | $588k | -8% | 4.0k | 146.71 | |
| NVIDIA Corporation (NVDA) | 0.1 | $578k | +5% | 722.00 | 800.55 | |
| Ishares Tr Core Div Grwth (DGRO) | 0.1 | $575k | -13% | 11k | 50.32 | |
| Wells Fargo & Company (WFC) | 0.1 | $574k | +3% | 13k | 45.27 | |
| Raytheon Technologies Corp (RTX) | 0.1 | $570k | -2% | 6.7k | 85.25 | |
| Ishares Tr Rus 1000 Val Et (IWD) | 0.1 | $566k | +2% | 3.6k | 158.59 | |
| Omni (OMC) | 0.1 | $546k | 6.8k | 80.02 | ||
| Merck & Co (MRK) | 0.1 | $523k | -46% | 6.7k | 77.75 | |
| Thermo Fisher Scientific (TMO) | 0.1 | $508k | +3% | 1.0k | 504.47 | |
| Travelers Companies (TRV) | 0.1 | $497k | 3.3k | 149.61 | ||
| Bank of America Corporation (BAC) | 0.1 | $489k | 12k | 41.21 | ||
| Vanguard Star Fds Vg Tl Intl Stk (VXUS) | 0.1 | $481k | +3% | 7.3k | 65.68 | |
| Marriott Intl Cl A (MAR) | 0.1 | $476k | +18% | 3.5k | 136.51 | |
| BlackRock (BLK) | 0.1 | $475k | 543.00 | 874.77 | ||
| First Tr Exchange-traded Dj Internt Idx (FDN) | 0.1 | $474k | 1.9k | 244.96 | ||
| CVS Caremark Corporation (CVS) | 0.1 | $453k | 5.4k | 83.41 | ||
| Sprott Physical Gold Tr Unit (PHYS) | 0.1 | $448k | 32k | 14.02 | ||
| FedEx Corporation (FDX) | 0.1 | $441k | 1.5k | 298.58 | ||
| Ishares Tr Core S&p Scp Et (IJR) | 0.1 | $438k | 3.9k | 112.89 | ||
| Anheuser Busch Inbev Sa Sponsored Adr (BUD) | 0.1 | $427k | 5.9k | 72.03 | ||
| At&t (T) | 0.1 | $412k | -28% | 14k | 28.76 | |
| Chevron Corporation (CVX) | 0.1 | $399k | 3.8k | 104.70 | ||
| First Tr Exchange Traded Cloud Computing (SKYY) | 0.1 | $398k | 3.8k | 105.94 | ||
| Marsh & McLennan Companies (MMC) | 0.1 | $380k | -47% | 2.7k | 140.69 | |
| Paypal Holdings (PYPL) | 0.1 | $373k | +4% | 1.3k | 291.41 | |
| Dominion Resources (D) | 0.1 | $366k | -48% | 5.0k | 73.63 | |
| Lockheed Martin Corporation (LMT) | 0.1 | $361k | -24% | 955.00 | 378.01 | |
| Public Service Enterprise (PEG) | 0.1 | $344k | 5.8k | 59.71 | ||
| Medtronic SHS (MDT) | 0.1 | $340k | +3% | 2.7k | 124.27 | |
| Kla Corp Com New (KLAC) | 0.1 | $339k | -3% | 1.0k | 324.09 | |
| Nike CL B (NKE) | 0.1 | $322k | 2.1k | 154.66 | ||
| Ishares Tr S&p Mc 400gr Et (IJK) | 0.1 | $319k | 3.9k | 81.05 | ||
| Lowe's Companies (LOW) | 0.1 | $314k | 1.6k | 193.83 | ||
| Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF) | 0.1 | $312k | -9% | 1.9k | 160.08 | |
| Vanguard Index Fds Extend Mkt Etf (VXF) | 0.1 | $310k | -34% | 1.6k | 188.45 | |
| Applied Materials (AMAT) | 0.1 | $309k | 2.2k | 142.40 | ||
| Northrop Grumman Corporation (NOC) | 0.1 | $306k | 841.00 | 363.85 | ||
| American Express Company (AXP) | 0.1 | $305k | -53% | 1.8k | 165.22 | |
| Qualcomm (QCOM) | 0.1 | $299k | +7% | 2.1k | 142.86 | |
| Nielsen Hldgs Shs Eur (NLSN) | 0.1 | $294k | NEW | 12k | 24.67 | |
| Netflix (NFLX) | 0.1 | $291k | +4% | 551.00 | 528.13 | |
| American Tower Reit (AMT) | 0.1 | $283k | +12% | 1.0k | 270.55 | |
| Ark Etf Tr Innovation Etf (ARKK) | 0.1 | $283k | +12% | 2.2k | 131.02 | |
| Ishares Tr Select Divid Et (DVY) | 0.1 | $281k | 2.4k | 116.45 | ||
| 3M Company (MMM) | 0.1 | $275k | -48% | 1.4k | 198.56 | |
| Ishares Tr Rus 2000 Grw Et (IWO) | 0.1 | $269k | 862.00 | 312.06 | ||
| Goldman Sachs (GS) | 0.1 | $267k | 703.00 | 379.80 | ||
| Wp Carey (WPC) | 0.1 | $266k | 3.6k | 74.64 | ||
| Danaher Corporation (DHR) | 0.1 | $261k | +6% | 972.00 | 268.52 | |
| Wal-Mart Stores (WMT) | 0.1 | $259k | +7% | 1.8k | 140.99 | |
| Eli Lilly & Co. (LLY) | 0.1 | $257k | +6% | 1.1k | 229.87 | |
| Select Sector Spdr Tr Energy (XLE) | 0.1 | $256k | 4.7k | 53.93 | ||
| RBB Motley Fol Etf (TMFC) | 0.1 | $256k | +7% | 6.5k | 39.60 | |
| Southern Company (SO) | 0.1 | $252k | 4.2k | 60.49 | ||
| Laboratory Corp Amer Hldgs Com New (LH) | 0.1 | $252k | 912.00 | 276.32 | ||
| Texas Instruments Incorporated (TXN) | 0.1 | $245k | +5% | 1.3k | 192.46 | |
| First Tr Nas100 Eq Weighted SHS (QQEW) | 0.1 | $245k | 2.2k | 111.97 | ||
| Vanguard Charlotte Fds Intl Bd Idx Etf (BNDX) | 0.0 | $235k | 4.1k | 57.14 | ||
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.0 | $234k | +2% | 1.3k | 173.59 | |
| Square Cl A (SQ) | 0.0 | $233k | 954.00 | 244.23 | ||
| Dimensional Etf Trust Us Equity Etf | 0.0 | $232k | NEW | 4.9k | 47.19 | |
| Truist Financial Corp equities (TFC) | 0.0 | $228k | -7% | 4.1k | 55.50 | |
| L3harris Technologies (LHX) | 0.0 | $222k | +16% | 1.0k | 216.16 | |
| Lauder Estee Cos Cl A (EL) | 0.0 | $220k | +2% | 693.00 | 317.46 | |
| Globe Life (GL) | 0.0 | $211k | 2.2k | 95.09 | ||
| Vanguard World Fds Inf Tech Etf (VGT) | 0.0 | $211k | -95% | 529.00 | 398.87 | |
| Schlumberger Com Stk (SLB) | 0.0 | $211k | +7% | 6.6k | 31.95 | |
| Invesco Exchange Traded Fd T S&P MDCP400 PR (RFG) | 0.0 | $210k | 927.00 | 226.54 | ||
| Bk Nova Cad (BNS) | 0.0 | $207k | 3.2k | 65.01 | ||
| Newell Rubbermaid (NWL) | 0.0 | $204k | 7.4k | 27.50 | ||
| Broadcom (AVGO) | 0.0 | $203k | +2% | 425.00 | 477.65 | |
| Ishares Tr Msci Usa Mmentm (MTUM) | 0.0 | $203k | -2% | 1.2k | 173.65 | |
| Vanguard Index Fds Growth Etf (VUG) | 0.0 | $200k | 697.00 | 286.94 | ||
| Eversource Energy (ES) | 0.0 | $196k | 2.4k | 80.39 | ||
| Ishares Tr Robotics Artif (IRBO) | 0.0 | $195k | 4.3k | 44.93 | ||
| Coca-Cola Company (KO) | 0.0 | $193k | +6% | 3.6k | 54.20 | |
| TJX Companies (TJX) | 0.0 | $192k | 2.8k | 67.53 | ||
| Adobe Systems Incorporated (ADBE) | 0.0 | $189k | +23% | 323.00 | 585.14 | |
| United Parcel Service CL B (UPS) | 0.0 | $188k | 906.00 | 207.51 | ||
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.0 | $186k | +2% | 1.5k | 120.16 | |
| Blackstone Group Inc Com Cl A (BX) | 0.0 | $183k | -31% | 1.9k | 96.93 | |
| Brookfield Asset Mgmt Cl A Ltd Vt Sh (BAM) | 0.0 | $182k | 3.6k | 50.89 | ||
| Vanguard Specialized Funds Div App Etf (VIG) | 0.0 | $182k | 1.2k | 154.89 | ||
| Shopify Cl A (SHOP) | 0.0 | $181k | +10% | 124.00 | 1459.68 | |
| Align Technology (ALGN) | 0.0 | $181k | +6% | 297.00 | 609.43 | |
| Ishares Tr Rus Mdcp Val Et (IWS) | 0.0 | $180k | 1.6k | 115.09 | ||
| Booking Holdings (BKNG) | 0.0 | $179k | -2% | 82.00 | 2182.93 | |
| Becton, Dickinson and (BDX) | 0.0 | $179k | +2% | 736.00 | 243.21 | |
| D.R. Horton (DHI) | 0.0 | $179k | +444% | 2.0k | 90.50 | |
| Stryker Corporation (SYK) | 0.0 | $178k | +3% | 684.00 | 260.23 | |
| Alibaba Group Hldg Sponsored Ads (BABA) | 0.0 | $175k | -12% | 771.00 | 226.98 | |
| Advanced Micro Devices (AMD) | 0.0 | $174k | +17% | 1.9k | 93.95 | |
| Ark Etf Tr Genomic Rev Etf (ARKG) | 0.0 | $171k | +28% | 1.8k | 92.58 | |
| Abbott Laboratories (ABT) | 0.0 | $171k | +6% | 1.5k | 115.62 | |
| Anthem (ANTM) | 0.0 | $170k | -12% | 446.00 | 381.17 | |
| BP Sponsored Adr (BP) | 0.0 | $168k | 6.3k | 26.47 | ||
| Novo-nordisk A S Adr (NVO) | 0.0 | $168k | 2.0k | 83.96 | ||
| Primis Financial Corp (FRST) | 0.0 | $168k | 11k | 15.27 | ||
| Nextera Energy (NEE) | 0.0 | $167k | -2% | 2.3k | 73.34 | |
| Ark Etf Tr Autnmus Technlg (ARKQ) | 0.0 | $162k | +21% | 1.9k | 86.22 | |
| Select Sector Spdr Tr Technology (XLK) | 0.0 | $162k | +5% | 1.1k | 147.81 | |
| Brandywine Rlty Tr Sh Ben Int New (BDN) | 0.0 | $161k | 12k | 13.68 | ||
| Harley-Davidson (HOG) | 0.0 | $160k | 3.5k | 45.92 | ||
| Carnival Corp Unit 99/99/9999 (CCL) | 0.0 | $159k | +4% | 6.0k | 26.29 | |
| Tc Energy Corp (TRP) | 0.0 | $157k | 3.2k | 49.65 | ||
| American Fin Tr Com Class A (AFIN) | 0.0 | $156k | 19k | 8.45 | ||
| Cigna Corp (CI) | 0.0 | $155k | +2% | 655.00 | 236.64 | |
| Vanguard Scottsdale Fds Shrt Trm Corp B (VCSH) | 0.0 | $153k | 1.9k | 82.70 | ||
| Vanguard Index Fds Small Cp Etf (VB) | 0.0 | $153k | 677.00 | 226.00 | ||
| United Rentals (URI) | 0.0 | $148k | 463.00 | 319.65 | ||
| Target Corporation (TGT) | 0.0 | $147k | +7% | 609.00 | 241.38 | |
| salesforce (CRM) | 0.0 | $147k | +5% | 601.00 | 244.59 | |
| Ishares Msci Jpn Etf Ne (EWJ) | 0.0 | $147k | NEW | 2.2k | 67.34 | |
| Duke Energy Corp Com New (DUK) | 0.0 | $146k | -72% | 1.5k | 98.58 | |
| Ishares Tr Eafe Grwth Etf (EFG) | 0.0 | $142k | 1.3k | 107.33 | ||
| Schwab Strategic Tr Emrg Mkteq Etf (SCHE) | 0.0 | $141k | 4.3k | 32.82 | ||
| Charles Schwab Corporation (SCHW) | 0.0 | $140k | +3% | 1.9k | 72.84 | |
| Southwest Airlines (LUV) | 0.0 | $140k | 2.6k | 53.03 | ||
| Ishares Tr Micro-cap Etf (IWC) | 0.0 | $139k | 909.00 | 152.92 | ||
| Zoom Video Communications In Cl A (ZM) | 0.0 | $139k | 359.00 | 387.19 | ||
| Canadian Natl Ry (CNI) | 0.0 | $137k | 1.3k | 105.71 | ||
| IDEXX Laboratories (IDXX) | 0.0 | $137k | 217.00 | 631.34 | ||
| Mondelez Intl Cl A (MDLZ) | 0.0 | $137k | -5% | 2.2k | 62.44 | |
| Ark Etf Tr Next Gnrtn Inte (ARKW) | 0.0 | $135k | +25% | 879.00 | 153.58 | |
| Ark Etf Tr Fintech Innova (ARKF) | 0.0 | $134k | +22% | 2.5k | 54.14 | |
| Pavmed (PAVM) | 0.0 | $133k | +10% | 21k | 6.40 | |
| Norfolk Southern (NSC) | 0.0 | $133k | +3% | 502.00 | 264.94 | |
| Union Pacific Corporation (UNP) | 0.0 | $133k | +9% | 606.00 | 219.47 | |
| Welltower Inc Com reit (WELL) | 0.0 | $133k | +2% | 1.6k | 83.23 | |
| Rogers Communications CL B (RCI) | 0.0 | $133k | 2.5k | 53.14 | ||
| American Well Corp Cl A (AMWL) | 0.0 | $132k | 11k | 12.59 | ||
| Hasbro (HAS) | 0.0 | $131k | 1.4k | 94.38 | ||
| AmerisourceBergen (ABC) | 0.0 | $130k | 1.1k | 114.04 | ||
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.0 | $130k | 1.3k | 103.75 | ||
| Honeywell International (HON) | 0.0 | $128k | +8% | 585.00 | 218.80 | |
| Gty Govtech Inc gty govtech (GTYH) | 0.0 | $128k | 18k | 7.11 | ||
| Viacomcbs CL B (VIAC) | 0.0 | $126k | 2.8k | 45.36 | ||
| Cerner Corporation (CERN) | 0.0 | $126k | +2% | 1.6k | 78.02 | |
| Penn National Gaming (PENN) | 0.0 | $125k | +7% | 1.6k | 76.31 | |
| Altria (MO) | 0.0 | $125k | +4% | 2.6k | 47.80 | |
| Aon Shs Cl A (AON) | 0.0 | $124k | NEW | 520.00 | 238.46 | |
| Kilroy Realty Corporation (KRC) | 0.0 | $123k | 1.8k | 69.45 | ||
| Waste Management (WM) | 0.0 | $122k | 873.00 | 139.75 | ||
| Vanguard Index Fds Mid Cap Etf (VO) | 0.0 | $121k | +32% | 511.00 | 236.79 | |
| Pulte (PHM) | 0.0 | $118k | +1995% | 2.2k | 54.68 | |
| Air Products & Chemicals (APD) | 0.0 | $115k | +2% | 400.00 | 287.50 | |
| Draftkings Com Cl A (DKNG) | 0.0 | $115k | +4% | 2.2k | 52.23 | |
| Vanguard Intl Equity Index F Ftse Emr Mkt Et (VWO) | 0.0 | $114k | +23% | 2.1k | 54.31 | |
| Caterpillar (CAT) | 0.0 | $114k | +8% | 524.00 | 217.56 | |
| Bristol Myers Squibb (BMY) | 0.0 | $113k | 1.7k | 66.63 | ||
| Biogen Idec (BIIB) | 0.0 | $113k | +4% | 326.00 | 346.63 | |
| Asml Holding N V N Y Registry Sh (ASML) | 0.0 | $113k | +7% | 164.00 | 689.02 | |
| Oshkosh Corporation (OSK) | 0.0 | $113k | 909.00 | 124.31 | ||
| DTE Energy Company (DTE) | 0.0 | $111k | 856.00 | 129.67 | ||
| Amgen (AMGN) | 0.0 | $108k | +7% | 444.00 | 243.24 | |
| Philip Morris International (PM) | 0.0 | $107k | +10% | 1.1k | 98.89 | |
| Amyris Com New (AMRS) | 0.0 | $106k | +85% | 6.5k | 16.31 | |
| Intuitive Surgical Com New (ISRG) | 0.0 | $106k | +11% | 115.00 | 921.74 | |
| Fidelity Merrimack Str Tr Total Bd Etf (FBND) | 0.0 | $106k | 2.0k | 53.40 | ||
| Abbvie (ABBV) | 0.0 | $106k | +12% | 944.00 | 112.29 | |
| Delta Air Lines Inc Del Com New (DAL) | 0.0 | $104k | -30% | 2.4k | 43.23 | |
| Illinois Tool Works (ITW) | 0.0 | $104k | +3% | 467.00 | 222.70 | |
| Bhp Group Sponsored Ads (BHP) | 0.0 | $102k | +5% | 1.4k | 72.49 | |
| Strategy Ns 7handl Idx (HNDL) | 0.0 | $102k | 4.0k | 25.50 | ||
| Roku Com Cl A (ROKU) | 0.0 | $102k | +78% | 223.00 | 457.40 | |
| Intuit (INTU) | 0.0 | $101k | +9% | 206.00 | 490.29 | |
| Charter Communications Inc N Cl A (CHTR) | 0.0 | $101k | +7% | 140.00 | 721.43 | |
| Yum! Brands (YUM) | 0.0 | $101k | 880.00 | 114.77 | ||
| Enterprise Products Partners (EPD) | 0.0 | $100k | 4.2k | 24.07 | ||
| J P Morgan Exchange-traded F Betabuilders De (BBAX) | 0.0 | $100k | NEW | 1.7k | 58.31 | |
| Humana (HUM) | 0.0 | $99k | +2% | 224.00 | 441.96 | |
| Sap Se Spon Adr (SAP) | 0.0 | $98k | +8% | 699.00 | 140.20 | |
| Linde SHS (LIN) | 0.0 | $97k | +11% | 336.00 | 288.69 | |
| People's United Financial (PBCT) | 0.0 | $97k | 5.7k | 17.06 | ||
| Mccormick & Co Com Non Vtg (MKC) | 0.0 | $96k | -4% | 1.1k | 88.32 | |
| Vail Resorts (MTN) | 0.0 | $96k | 303.00 | 316.83 | ||
| Albemarle Corporation (ALB) | 0.0 | $95k | +3% | 567.00 | 167.55 | |
| Global X Fds Rbtcs Artfl Int (BOTZ) | 0.0 | $95k | 2.7k | 34.91 | ||
| EOG Resources (EOG) | 0.0 | $93k | 1.1k | 83.63 | ||
| Dimensional Etf Trust Us Targeted Vlu | 0.0 | $92k | NEW | 2.1k | 44.79 | |
| Activision Blizzard (ATVI) | 0.0 | $91k | +3% | 950.00 | 95.79 | |
| Intercontinental Exchange (ICE) | 0.0 | $91k | +5% | 769.00 | 118.34 | |
| Essex Property Trust (ESS) | 0.0 | $91k | 304.00 | 299.34 | ||
| Citigroup Com New (C) | 0.0 | $91k | +14% | 1.3k | 70.82 | |
Past Filings by Glassman Wealth Services
SEC 13F filings are viewable for Glassman Wealth Services going back to 2015
- 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
- Glassman Wealth Services 2017 Q3 filed Nov. 13, 2017