
Entity | Amount | Change
03/31/2023 to 06/30/2023 |
Position Size ($ in 1000's) |
---|---|---|---|
![]() |
285,253 | -4,278 | $116,178 |
VOO | 285,253 | -4,278 | $116,178 |
![]() |
1,431,996 | -13,975 | $82,440 |
FNDX | 1,431,996 | -13,975 | $82,440 |
![]() |
756,366 | +12,227 | $41,154 |
VEU | 756,366 | +12,227 | $41,154 |
![]() |
5,564 | -200 | $35,336 |
NVR | 5,564 | -200 | $35,336 |
![]() |
509,249 | +4,836 | $33,947 |
DGRW | 509,249 | +4,836 | $33,947 |
![]() |
101,098 | -1 | $29,135 |
SNA | 101,098 | -1 | $29,135 |
![]() |
148,775 | +199 | $28,858 |
AAPL | 148,775 | +199 | $28,858 |
![]() |
1,133,493 | +73,901 | $26,422 |
DFAX | 1,133,493 | +73,901 | $26,422 |
![]() |
908,624 | +5,216 | $24,669 |
DFAC | 908,624 | +5,216 | $24,669 |
![]() |
53,160 | +468 | $18,103 |
MSFT | 53,160 | +468 | $18,103 |
![]() |
49,399 | -1,068 | $12,041 |
IWB | 49,399 | -1,068 | $12,041 |
![]() |
31,371 | +333 | $8,212 |
TSLA | 31,371 | +333 | $8,212 |
![]() |
133,213 | -1,744 | $6,690 |
VTEB | 133,213 | -1,744 | $6,690 |
![]() |
$5,938 | ||
BRK.B | 17,414 | -242 | $5,938 |
![]() |
13,281 | +446 | $5,887 |
SPY | 13,281 | +446 | $5,887 |
![]() |
49,248 | +145 | $5,282 |
XOM | 49,248 | +145 | $5,282 |
![]() |
72,938 | -1,533 | $4,893 |
SCHV | 72,938 | -1,533 | $4,893 |
![]() |
8,110 | -972 | $3,615 |
IVV | 8,110 | -972 | $3,615 |
![]() |
26,154 | +1,573 | $3,409 |
AMZN | 26,154 | +1,573 | $3,409 |
![]() |
15,234 | +5,472 | $3,356 |
VTI | 15,234 | +5,472 | $3,356 |
![]() |
25,327 | +475 | $3,064 |
GOOG | 25,327 | +475 | $3,064 |
![]() |
22,329 | -1,790 | $2,673 |
GOOGL | 22,329 | -1,790 | $2,673 |
![]() |
10,432 | +9,945 | $2,447 |
CDNS | 10,432 | +9,945 | $2,447 |
![]() |
13,653 | +1,101 | $2,260 |
JNJ | 13,653 | +1,101 | $2,260 |
![]() |
8,606 | UNCH | $2,250 |
IJH | 8,606 | UNCH | $2,250 |
![]() |
7,025 | +2 | $2,182 |
HD | 7,025 | +2 | $2,182 |
![]() |
18,045 | +7,924 | $2,082 |
MRK | 18,045 | +7,924 | $2,082 |
![]() |
3,629 | -61 | $1,954 |
COST | 3,629 | -61 | $1,954 |
![]() |
4,338 | -127 | $1,835 |
NVDA | 4,338 | -127 | $1,835 |
![]() |
4,688 | -809 | $1,732 |
QQQ | 4,688 | -809 | $1,732 |
![]() |
19,199 | -85 | $1,479 |
CL | 19,199 | -85 | $1,479 |
![]() |
38,672 | +15,984 | $1,418 |
PFE | 38,672 | +15,984 | $1,418 |
![]() |
9,018 | +1,204 | $1,368 |
PG | 9,018 | +1,204 | $1,368 |
![]() |
7,079 | -467 | $1,311 |
PEP | 7,079 | -467 | $1,311 |
![]() |
4,298 | +301 | $1,283 |
MCD | 4,298 | +301 | $1,283 |
![]() |
4,591 | -408 | $1,263 |
IWF | 4,591 | -408 | $1,263 |
![]() |
3,982 | -36 | $1,143 |
META | 3,982 | -36 | $1,143 |
![]() |
4,770 | -60 | $1,133 |
V | 4,770 | -60 | $1,133 |
![]() |
21,697 | +498 | $1,123 |
CSCO | 21,697 | +498 | $1,123 |
![]() |
2,232 | -57 | $1,073 |
UNH | 2,232 | -57 | $1,073 |
![]() |
18,893 | +203 | $1,059 |
VXUS | 18,893 | +203 | $1,059 |
![]() |
8,761 | -245 | $1,043 |
ORCL | 8,761 | -245 | $1,043 |
![]() |
6,762 | -319 | $983 |
JPM | 6,762 | -319 | $983 |
![]() |
2,049 | UNCH | $981 |
MDY | 2,049 | UNCH | $981 |
![]() |
21,060 | UNCH | $930 |
ARKK | 21,060 | UNCH | $930 |
![]() |
4,363 | -39 | $884 |
VV | 4,363 | -39 | $884 |
![]() |
8,068 | UNCH | $861 |
MUB | 8,068 | UNCH | $861 |
![]() |
3,704 | -63 | $797 |
GD | 3,704 | -63 | $797 |
![]() |
11,542 | +8,980 | $738 |
BMY | 11,542 | +8,980 | $738 |
![]() |
5,502 | +843 | $736 |
IBM | 5,502 | +843 | $736 |
See Full List: All Stocks Held By Glassman Wealth Services
— Including:
Biggest new positions
Biggest exits
Biggest increased positions
Biggest decreased positions
See Details: Top 10 Stocks Held By Glassman Wealth Services
![]() At 06/30/2023: $620,252 At 03/31/2023: $575,609 Glassman Wealth Services holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Glassman Wealth Services 13F filings. Link to 13F filings: SEC filings |