HoldingsChannel.com
| Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size ($ in 1000's) |
|---|---|---|---|
 ISHARES TR (IWF) |
1,157,648 | +1,157,648 | $350,964 |
| IWF | 1,157,648 | +1,157,648 | $350,964 |
| ISHARES TR (IWD) |
2,002,886 | +2,002,886 | $330,977 |
| IWD | 2,002,886 | +2,002,886 | $330,977 |
| SPDR GOLD TR (GLD) |
648,981 | +648,981 | $124,066 |
| GLD | 648,981 | +648,981 | $124,066 |
| ISHARES TR (IWP) |
920,724 | +920,724 | $96,179 |
| IWP | 920,724 | +920,724 | $96,179 |
| ISHARES TR (IEF) |
960,524 | +960,524 | $92,585 |
| IEF | 960,524 | +960,524 | $92,585 |
| SPDR Portfolio Short Term Trea (SPTS) |
3,178,777 | +3,178,777 | $92,343 |
| SPTS | 3,178,777 | +3,178,777 | $92,343 |
| SPDR SER TR (SPYG) |
1,231,415 | +1,231,415 | $80,116 |
| SPYG | 1,231,415 | +1,231,415 | $80,116 |
| iShares iBonds Dec 2027 Term T (IBTH) |
3,291,583 | +3,291,583 | $73,698 |
| IBTH | 3,291,583 | +3,291,583 | $73,698 |
| iShares iBonds Dec 2025 Term T (IBTF) |
2,719,944 | +2,719,944 | $63,320 |
| IBTF | 2,719,944 | +2,719,944 | $63,320 |
| iShares US Treasury Bond ETF (GOVT) |
2,636,186 | +2,636,186 | $60,738 |
| GOVT | 2,636,186 | +2,636,186 | $60,738 |
| VanEck Gold Miners ETF (GDX) |
1,892,484 | +1,892,484 | $58,686 |
| GDX | 1,892,484 | +1,892,484 | $58,686 |
| ISHARES TR (IWM) |
288,247 | +288,247 | $57,854 |
| IWM | 288,247 | +288,247 | $57,854 |
| SPDR Portfolio Intermediate Te (SPTI) |
1,972,952 | +1,972,952 | $56,347 |
| SPTI | 1,972,952 | +1,972,952 | $56,347 |
| VANGUARD SPECIALIZED FUNDS (VIG) |
292,860 | +292,860 | $49,903 |
| VIG | 292,860 | +292,860 | $49,903 |
| SPDR INDEX SHS FDS (CWI) |
1,668,680 | +1,668,680 | $45,121 |
| CWI | 1,668,680 | +1,668,680 | $45,121 |
| APPLE INC |
199,482 | +199,482 | $38,406 |
| AAPL | 199,482 | +199,482 | $38,406 |
| Vanguard Intmdt Term Trs ETF (VGIT) |
631,189 | +631,189 | $37,442 |
| VGIT | 631,189 | +631,189 | $37,442 |
| MICROSOFT CORP |
95,729 | +95,729 | $35,998 |
| MSFT | 95,729 | +95,729 | $35,998 |
| ISHARES TR (IWS) |
273,841 | +273,841 | $31,845 |
| IWS | 273,841 | +273,841 | $31,845 |
| VANGUARD INTL EQUITY INDEX F (VWO) |
576,161 | +576,161 | $23,680 |
| VWO | 576,161 | +576,161 | $23,680 |
| Broadcom Inc |
13,771 | +13,771 | $15,372 |
| AVGO | 13,771 | +13,771 | $15,372 |
| ELI LILLY & CO |
22,813 | +22,813 | $13,298 |
| LLY | 22,813 | +22,813 | $13,298 |
| JPMorgan Chase & Co |
77,997 | +77,997 | $13,267 |
| JPM | 77,997 | +77,997 | $13,267 |
| Alphabet Inc A |
89,639 | +89,639 | $12,522 |
| GOOGL | 89,639 | +89,639 | $12,522 |
| AMAZON COM INC |
81,637 | +81,637 | $12,404 |
| AMZN | 81,637 | +81,637 | $12,404 |
| Travelers Companies Inc |
60,222 | +60,222 | $11,472 |
| TRV | 60,222 | +60,222 | $11,472 |
| HOME DEPOT INC |
31,713 | +31,713 | $10,990 |
| HD | 31,713 | +31,713 | $10,990 |
| Merck & Co Inc |
100,698 | +100,698 | $10,978 |
| MRK | 100,698 | +100,698 | $10,978 |
| NVIDIA Corp |
20,635 | +20,635 | $10,219 |
| NVDA | 20,635 | +20,635 | $10,219 |
| ISHARES TR (EFA) |
122,677 | +122,677 | $9,244 |
| EFA | 122,677 | +122,677 | $9,244 |
| ISHARES TR (EEM) |
222,455 | +222,455 | $8,945 |
| EEM | 222,455 | +222,455 | $8,945 |
| Waste Management Inc |
46,806 | +46,806 | $8,383 |
| WM | 46,806 | +46,806 | $8,383 |
| DARDEN RESTAURANTS INC |
50,409 | +50,409 | $8,282 |
| DRI | 50,409 | +50,409 | $8,282 |
| UNION PAC CORP |
32,838 | +32,838 | $8,066 |
| UNP | 32,838 | +32,838 | $8,066 |
| Meta Platforms Inc Cl A |
22,451 | +22,451 | $7,947 |
| META | 22,451 | +22,451 | $7,947 |
| Eaton Corp PLC |
32,650 | +32,650 | $7,863 |
| ETN | 32,650 | +32,650 | $7,863 |
| KRAFT HEINZ CO |
209,380 | +209,380 | $7,743 |
| KHC | 209,380 | +209,380 | $7,743 |
| MOTOROLA SOLUTIONS INC |
24,007 | +24,007 | $7,516 |
| MSI | 24,007 | +24,007 | $7,516 |
| ABBOTT LABS |
66,390 | +66,390 | $7,308 |
| ABT | 66,390 | +66,390 | $7,308 |
| Enbridge Inc |
201,848 | +201,848 | $7,271 |
| ENB | 201,848 | +201,848 | $7,271 |
| WALMART INC |
45,569 | +45,569 | $7,184 |
| WMT | 45,569 | +45,569 | $7,184 |
| COCA COLA CO |
120,906 | +120,906 | $7,125 |
| KO | 120,906 | +120,906 | $7,125 |
| EMERSON ELEC CO |
73,165 | +73,165 | $7,121 |
| EMR | 73,165 | +73,165 | $7,121 |
| AT&T Inc |
423,750 | +423,750 | $7,111 |
| T | 423,750 | +423,750 | $7,111 |
| CHEVRON CORP NEW |
47,326 | +47,326 | $7,059 |
| CVX | 47,326 | +47,326 | $7,059 |
| AUTOMATIC DATA PROCESSING IN |
29,935 | +29,935 | $6,974 |
| ADP | 29,935 | +29,935 | $6,974 |
| Comcast Corp Class A |
156,112 | +156,112 | $6,846 |
| CMCSA | 156,112 | +156,112 | $6,846 |
| TJX COS INC NEW |
70,464 | +70,464 | $6,610 |
| TJX | 70,464 | +70,464 | $6,610 |
| ISHARES TR (TLT) |
66,225 | +66,225 | $6,548 |
| TLT | 66,225 | +66,225 | $6,548 |
| GENUINE PARTS CO |
47,267 | +47,267 | $6,546 |
| GPC | 47,267 | +47,267 | $6,546 |
See Full List: All Stocks Held By GLOBALT Investments LLC GA
— Including:
• Biggest new positions
• Biggest exits
See Details: Top 10 Stocks Held By GLOBALT Investments LLC GA
|
Size ($ in 1000's)
At 12/31/2023: $2,405,303 At 09/30/2023: $0 GLOBALT Investments LLC GA holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from GLOBALT Investments LLC GA 13F filings. Link to 13F filings: SEC filings |
