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STOCK TICKER:

MAJOR GURUS:
David Einhorn
Bill Ackman
Bill Miller
Steven Cohen
Jim Simons

Glassman Wealth Services INSTITUTION : Glassman Wealth Services
Glassman Wealth Services Portfolio (reported on 2020-05-12)
Company (links to holding history) Ticker Value On
2020-03-31
No of Shares % of portfolio
VANGUARD INDEX FDS    (S&P 500 ETF SHS) VOO 58,474,000 246,912 22.55%
SCHWAB STRATEGIC TR    (SCHWAB FDT US LG) FNDX 35,352,000 1,128,362 13.63%
NVR, Inc.    (COM) NVR 17,041,000 6,633 6.57%
APPLE INC    (COM) AAPL 16,715,000 65,732 6.44%
SNAP ON INC    (COM) SNA 10,996,000 101,050 4.24%
JP MORGAN EXCHANGE TRADED FD    (ULTRA SHRT INC) 9,356,000 188,370 3.60%
ISHARES TR    (RUS 1000 ETF) IWB 9,196,000 64,978 3.54%
SCHWAB STRATEGIC TR    (US LCAP VA ETF) SCHV 7,584,000 171,318 2.92%
MICROSOFT CORP    (COM) MSFT 6,324,000 40,099 2.43%
VANGUARD INTL EQUITY INDEX F    (ALLWRLD EX US) VEU 4,380,000 106,771 1.68%
GRACE W R & CO DEL NEW    (COM) GRA 3,425,000 96,200 1.32%
BERKSHIRE HATHAWAY INC DEL    (CL B NEW) BRK/B 3,216,000 17,592 1.24%
AMAZON COM INC    (COM) AMZN 3,125,000 1,603 1.20%
VANGUARD WORLD FDS    (INF TECH ETF) VGT 2,357,000 11,124 0.90%
EXXON MOBIL CORP    (COM) XOM 2,138,000 56,302 0.82%
MAXIMUS INC    (COM) MMS 1,828,000 31,405 0.70%
SPDR S&P 500 ETF TR    (TR UNIT) SPY 1,748,000 6,780 0.67%
ROYAL BK CDA MONTREAL QUE    (COM) RY 1,399,000 22,727 0.53%
ALPHABET INC    (CAP STK CL C) GOOG 1,372,000 1,180 0.52%
INVESCO EXCHANGE TRADED FD T    (S&P 500 TOP 50 ADDED) 1,371,000 7,010 0.52%
JOHNSON & JOHNSON    (COM) JNJ 1,330,000 10,141 0.51%
DISNEY WALT CO    (COM DISNEY) DIS 1,247,000 12,912 0.48%
COLGATE PALMOLIVE CO    (COM) CL 1,246,000 18,776 0.48%
INVESCO QQQ TR    (UNIT SER 1 ADDED) 1,141,000 5,992 0.44%
ALPHABET INC    (CAP STK CL A) GOOGL 1,132,000 974 0.43%
INTEL CORP    (COM) INTC 1,077,000 19,907 0.41%
PROCTER AND GAMBLE CO    (COM) PG 1,022,000 9,293 0.39%
PEPSICO INC    (COM) PEP 1,009,000 8,405 0.38%
SELECT SECTOR SPDR TR    (SBI INT-FINL) XLF 912,000 43,796 0.35%
TESLA INC    (NOTE 2.375 3/1) 866,000 510,000 0.33%
BIOTELEMETRY INC    (COM) BEAT 849,000 22,046 0.32%
INVESCO EXCHANGE TRADED FD T    (DYNMC SOFTWARE ADDED) 814,000 9,491 0.31%
CISCO SYS INC    (COM) CSCO 760,000 19,343 0.29%
PFIZER INC    (COM) PFE 745,000 22,829 0.28%
COSTCO WHSL CORP NEW    (COM) COST 736,000 2,580 0.28%
NORTHROP GRUMMAN CORP    (COM) NOC 709,000 2,344 0.27%
ISHARES TR    (RUS 1000 GRW ETF) IWF 708,000 4,698 0.27%
VANGUARD WORLD FDS    (INDUSTRIAL ETF) VIS 703,000 6,373 0.27%
UNITEDHEALTH GROUP INC    (COM) UNH 700,000 2,808 0.27%
ACCENTURE PLC IRELAND    (SHS CL A) ACN 671,000 4,113 0.25%
KRATOS DEFENSE & SEC SOLUTIO    (COM NEW) KTOS 646,000 46,644 0.24%
FIRST TR EXCHANGE TRADED FD    (NO AMER ENERGY) EMLP 615,000 34,550 0.23%
SPDR S&P MIDCAP 400 ETF TR    (UTSER1 S&PDCRP) MDY 606,000 2,304 0.23%
AT&T INC    (COM) T 591,000 20,262 0.22%
MCDONALDS CORP    (COM) MCD 589,000 3,560 0.22%
COMCAST CORP NEW    (CL A) CMCSA 586,000 17,042 0.22%
ISHARES TR    (CORE S&P500 ETF) IVV 577,000 2,233 0.22%
GENERAL DYNAMICS CORP    (COM) GD 577,000 4,364 0.22%
VANGUARD INDEX FDS    (REIT ETF) VNQ 557,000 7,968 0.21%
HOME DEPOT INC    (COM) HD 555,000 2,971 0.21%
MASTERCARD INC    (CL A) MA 538,000 2,227 0.20%
VANGUARD INDEX FDS    (LARGE CAP ETF) VV 530,000 4,473 0.20%
EVERSOURCE ENERGY    (COM) ES 515,000 6,586 0.19%
ISHARES TR    (RUSSELL 2000 ETF) IWM 504,000 4,399 0.19%
VERIZON COMMUNICATIONS INC    (COM) VZ 502,000 9,338 0.19%
MERCK & CO INC    (COM) MRK 493,000 6,406 0.19%
INTERNATIONAL BUSINESS MACHS    (COM) IBM 482,000 4,345 0.18%
VANGUARD INDEX FDS    (TOTAL STK MKT) VTI 474,000 3,680 0.18%
VISA INC    (COM CL A) V 469,000 2,910 0.18%
ORACLE CORP    (COM) ORCL 465,000 9,630 0.17%
EAGLE BANCORP INC MD    (COM) EGBN 452,000 14,947 0.17%
SPDR SERIES TRUS    (S&P DIVID ETF) SDY 434,000 5,440 0.16%
STANLEY BLACK & DECKER INC    (COM) SWK 431,000 4,310 0.16%
WELLS FARGO CO NEW    (COM) WFC 424,000 14,758 0.16%
ISHARES TR    (CORE S&P MCP ETF) IJH 424,000 2,949 0.16%
SPROTT PHYSICAL GOLD TRUST    (UNIT) PHYS 419,000 31,965 0.16%
LOCKHEED MARTIN CORP    (COM) LMT 418,000 1,232 0.16%
ISHARES TR    (NASDAQ BIOTECH) IBB 413,000 3,836 0.15%
TESLA INC    (COM) TSLA 374,000 714 0.14%
JPMORGAN CHASE & CO    (COM) JPM 374,000 4,151 0.14%
FACEBOOK INC    (CL A) FB 364,000 2,180 0.14%
STARBUCKS CORP    (COM) SBUX 360,000 5,474 0.13%
OMNICOM GROUP INC    (COM) OMC 353,000 6,431 0.13%
BOEING CO    (COM) BA 353,000 2,365 0.13%
ISHARES TR    (RUS 1000 VAL ETF) IWD 353,000 3,561 0.13%
DOMINION ENERGY INC    (COM) D 344,000 4,762 0.13%
FORD MTR CO DEL    (COM) F 312,000 64,676 0.12%
AMERICAN EXPRESS CO    (COM) AXP 312,000 3,648 0.12%
FIRST TR EXCHANGE TRADED FD    (DJ INTERNT IDX) FDN 310,000 2,507 0.11%
ISHARES TR    (CORE US AGGBD ET) AGG 304,000 2,638 0.11%
TRAVELERS COMPANIES INC    (COM) TRV 303,000 3,045 0.11%
RAYTHEON CO    (COM NEW) RTN 292,000 2,223 0.11%
THERMO FISHER SCIENTIFIC INC    (COM) TMO 291,000 1,025 0.11%
FIRST TR EXCHANGE TRADED FD    (CLOUD COMPUTING) SKYY 277,000 5,075 0.10%
GENERAL ELECTRIC CO    (COM) GE 273,000 34,342 0.10%
BANK AMER CORP    (COM) BAC 272,000 12,826 0.10%
VANGUARD BD INDEX FD INC    (SHORT TRM BOND) BSV 260,000 3,161 0.10%
NETFLIX INC    (COM) NFLX 259,000 690 0.09%
ANHEUSER BUSCH INBEV SA/NV    (SPONSORED ADR) BUD 256,000 5,799 0.09%
AMERICAN TOWER CORP NEW    (COM) AMT 253,000 1,161 0.09%
SOUTHERN CO    (COM) SO 252,000 4,659 0.09%
PUBLIC SVC ENTERPRISE GRP IN    (COM) PEG 247,000 5,505 0.09%
INVESCO EXCHANGE TRADED FD T    (FTSE RAFI 1000 ADDED) 240,000 2,592 0.09%
VANGUARD CHARLOTTE FDS    (INTL BD IDX ETF) BNDX 232,000 4,116 0.08%
CHEVRON CORP NEW    (COM) CVX 223,000 3,077 0.08%
MARSH & MCLENNAN COS INC    (COM) MMC 211,000 2,437 0.08%
CVS HEALTH CORP    (COM) CVS 207,000 3,491 0.07%
PRUDENTIAL FINL INC    (COM) PRU 207,000 3,962 0.07%
NVIDIA CORP    (COM) NVDA 205,000 778 0.07%
BLACKROCK INC    (COM) BLK 205,000 465 0.07%
MARRIOTT INTL INC NEW    (CL A) MAR 202,000 2,700 0.07%
SIGNET JEWELERS LIMITED    (SHS) SIG 194,000 30,000 0.07%
SPDR SER TR    (NUVEEN BRC MUNIC) 191,000 3,824 0.07%
3M CO    (COM) MMM 190,000 1,391 0.07%
ISHARES TR    (SELECT DIVID ETF) DVY 185,000 2,513 0.07%
MEDTRONIC PLC    (SHS) MDT 182,000 2,018 0.07%
RLJ LODGING TR    (CUM CONV PFD A) 181,000 10,354 0.06%
VANGUARD INDEX FDS    (EXTEND MKT ETF) VXF 177,000 1,953 0.06%
ISHARES TR    (S&P MC 400GR ETF) IJK 176,000 984 0.06%
SELECT SECTOR SPDR TR    (ENERGY) XLE 172,000 5,920 0.06%
GLOBE LIFE INC    (COM ADDED) 164,000 2,274 0.06%
BECTON DICKINSON & CO    (COM) BDX 164,000 715 0.06%
FEDEX CORP    (COM) FDX 163,000 1,346 0.06%
BIOGEN INC    (COM) BIIB 159,000 503 0.06%
ALIBABA GROUP HLDG LTD    (SPONSORED ADS) BABA 158,000 810 0.06%
TJX COS INC NEW    (COM) TJX 158,000 3,303 0.06%
SCHWAB STRATEGIC TR    (US AGGREGATE B) SCHZ 157,000 2,895 0.06%
VANGUARD GROUP    (DIV APP ETF) VIG 154,000 1,492 0.05%
FIRST TR NAS100 EQ WEIGHTED    (SHS) QQEW 154,000 2,475 0.05%
TRUIST FINL CORP    (COM ADDED) 153,000 4,976 0.05%
NIELSEN HLDGS PLC    (SHS EUR) NLSN 150,000 11,936 0.05%
SEMPRA ENERGY    (COM) SRE 150,000 1,331 0.05%
ISHARES TR    (RUS 2000 GRW ETF) IWO 149,000 940 0.05%
KLA-TENCOR CORP    (COM) KLAC 147,000 1,026 0.05%
RBB FD INC    (MOTLEY FOL ETF) 147,000 6,667 0.05%
BRISTOL MYERS SQUIBB CO    (COM) BMY 144,000 2,581 0.05%
STRYKER CORP    (COM) SYK 142,000 853 0.05%
L3HARRIS TECHNOLOGIES INC    (COM ADDED) 142,000 790 0.05%
NEXTERA ENERGY INC    (COM) NEE 138,000 575 0.05%
BLACKSTONE GROUP INC    (COM CL A ADDED) 138,000 3,037 0.05%
WALMART INC    (COM) WMT 137,000 1,203 0.05%
ISHARES TR    (CORE S&P SCP ETF) IJR 137,000 2,449 0.05%
LILLY ELI & CO    (COM) LLY 136,000 979 0.05%
LOWES COS INC    (COM) LOW 132,000 1,538 0.05%
FIDELITY NATL INFORMATION SV    (COM) FIS 131,000 1,076 0.05%
ALTRIA GROUP INC    (COM) MO 131,000 3,388 0.05%
BP PLC    (SPONSORED ADR) BP 129,000 5,269 0.04%
ISHARES TR    (USA MOMENTUM FCT) 128,000 1,199 0.04%
TC ENERGY CORP    (COM) 126,000 2,841 0.04%
NIKE INC    (CL B) NKE 126,000 1,526 0.04%
NOVO-NORDISK A S    (ADR) NVO 126,000 2,087 0.04%
VANGUARD INDEX FDS    (SM CP VAL ETF) VBR 123,000 1,385 0.04%
ISHARES TR    (RUS MDCP VAL ETF) IWS 123,000 1,914 0.04%
MONDELEZ INTL INC    (CL A) MDLZ 121,000 2,415 0.04%
UNITED TECHNOLOGIES CORP    (COM) UTX 119,000 1,263 0.04%
BANK N S HALIFAX    (COM) BNS 116,000 2,853 0.04%
EATON CORP PLC SHS    (SHS) ETN 116,000 1,487 0.04%
AMERICAN FIN TR INC    (COM CLASS A ADDED) 115,000 18,453 0.04%
INVESCO EXCHANGE TRADED FD T    (S&P MDCP400 PR ADDED) 115,000 1,030 0.04%
SCHWAB STRATEGIC TR    (INTL EQTY ETF) SCHF 113,000 4,381 0.04%
KILROY RLTY CORP    (COM) KRC 113,000 1,779 0.04%
SCHWAB STRATEGIC TR    (US LRG CAP ETF) SCHX 112,000 1,830 0.04%
CONSTELLATION BRANDS INC    (CL A) STZ 111,000 777 0.04%
QUALCOMM INC    (COM) QCOM 109,000 1,613 0.04%
SOUTHERN NATL BANCORP OF VA    (COM) SONA 108,000 11,000 0.04%
LAUDER ESTEE COS INC    (CL A) EL 108,000 679 0.04%
LABORATORY CORP AMER HLDGS    (COM NEW) LH 105,000 830 0.04%
FIDELITY    (TOTAL BD ETF) FBND 103,000 1,985 0.03%
PAVMED INC    (COM) 102,000 51,649 0.03%
CUMMINS INC    (COM) CMI 100,000 739 0.03%
SPDR SER TR    (PORTFLI TIPS ETF) IPE 100,000 3,451 0.03%
GILEAD SCIENCES INC    (COM) GILD 100,000 1,335 0.03%
ROGERS COMMUNICATIONS INC    (CL B) RCI 100,000 2,402 0.03%
DANAHER CORPORATION    (COM) DHR 99,000 716 0.03%
HASBRO INC    (COM) HAS 98,000 1,366 0.03%
ISHARES TR    (ROBOTICS ARTIF) 97,000 4,340 0.03%
VANGUARD SCOTTSDALE FDS    (SHRT TRM CORP BD) VCSH 95,000 1,197 0.03%
ISHARES TR    (MSCI EAFE ETF) EFA 92,000 1,712 0.03%
BROOKFIELD ASSET MGMT INC    (CL A LTD VT SH) BAM 92,000 2,070 0.03%
BOOKING HLDGS INC    (COM) 91,000 68 0.03%
CIGNA CORP NEW    (COM) 91,000 514 0.03%
ISHARES TR    (S&P MC 400VL ETF) IJJ 90,000 816 0.03%
PAYPAL HLDGS INC    (COM) PYPL 89,000 930 0.03%
AMERISOURCEBERGEN CORP    (COM) ABC 86,000 967 0.03%
CERNER CORP    (COM) CERN 86,000 1,359 0.03%
APPLIED MATLS INC    (COM) AMAT 86,000 1,875 0.03%
VARIAN MED SYS INC    (COM) VAR 86,000 834 0.03%
ANTHEM INC    (COM) ANTM 84,000 369 0.03%
GOLDMAN SACHS GROUP INC    (COM) GS 83,000 539 0.03%
MCCORMICK & CO INC    (COM NON VTG) MKC 81,000 575 0.03%
VANGUARD INTL EQUITY INDEX F    (FTSE EMR MKT ETF) VWO 81,000 2,424 0.03%
VANGUARD STAR FDS    (VG TL INTL STK F) VXUS 81,000 1,939 0.03%
CANADIAN NATL RY CO    (COM) CNI 79,000 1,017 0.03%
DISCOVER FINL SVCS    (COM) DFS 79,000 2,213 0.03%
OSHKOSH CORP    (COM) OSK 79,000 1,224 0.03%
DUKE ENERGY CORP NEW    (COM NEW) DUK 76,000 939 0.02%
PHILIP MORRIS INTL INC    (COM) PM 76,000 1,037 0.02%
VANGUARD INDEX FDS    (SMALL CP ETF) VB 75,000 654 0.02%
CAMPBELL SOUP CO    (COM) CPB 75,000 1,625 0.02%
VANGUARD INDEX FDS    (GROWTH ETF) VUG 73,000 466 0.02%
HANNON ARMSTRONG SUST INFR C    (COM) HASI 71,000 3,502 0.02%
VANGUARD TAX MANAGED INTL FD    (FTSE DEV MKT ETF) VEA 71,000 2,121 0.02%
ISHARES TR    (U.S. ENERGY ETF) IYE 70,000 4,553 0.02%
HUNTINGTON INGALLS INDS INC    (COM) HII 68,000 373 0.02%
SCHLUMBERGER LTD    (COM) SLB 68,000 5,057 0.02%
ISHARES TR    (S&P 500 VAL ETF) IVE 68,000 703 0.02%
TEXAS INSTRS INC    (COM) TXN 68,000 679 0.02%
ESSEX PPTY TR INC    (COM) ESS 67,000 302 0.02%
AMGEN INC    (COM) AMGN 67,000 329 0.02%
AON PLC    (SHS CL A) AON 65,000 395 0.02%
1 2 3 4 5 6 7 8 Next >Full Portfolio View
Total Value As 2020-03-31: 259,248,000 SEC FILING
* Portfolios do not reflect changes after reporting
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MAJOR GURUS:
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