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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 2019-11-01)
Company (links to holding history) Ticker Value On
2019-09-30
No of Shares % of portfolio
SCHWAB STRATEGIC TR    (SCHWAB FDT US LG) FNDX 38,077,000 962,755 15.35%
NVR, Inc.    (COM) NVR 24,672,000 6,637 9.94%
SNAP ON INC    (COM) SNA 15,818,000 101,045 6.37%
SCHWAB STRATEGIC TR    (US LCAP VA ETF) SCHV 15,524,000 273,642 6.25%
APPLE INC    (COM) AAPL 13,868,000 61,919 5.59%
ISHARES TR    (RUS 1000 ETF) IWB 11,361,000 69,048 4.58%
JP MORGAN EXCHANGE TRADED FD    (ULTRA SHRT INC) 10,841,000 215,000 4.37%
GRACE W R & CO DEL NEW    (COM) GRA 6,422,000 96,201 2.58%
MAXIMUS INC    (COM) MMS 6,103,000 78,987 2.46%
MICROSOFT CORP    (COM) MSFT 5,207,000 37,452 2.09%
EXXON MOBIL CORP    (COM) XOM 4,886,000 69,196 1.97%
VANGUARD INTL EQUITY INDEX F    (ALLWRLD EX US) VEU 4,435,000 88,868 1.78%
VANGUARD INDEX FDS    (S&P 500 ETF SHS) VOO 4,224,000 15,496 1.70%
BERKSHIRE HATHAWAY INC DEL    (CL B NEW) BRK/B 3,659,000 17,592 1.47%
ROYAL BK CDA MONTREAL QUE    (COM) RY 2,800,000 34,498 1.12%
EAGLE BANCORP INC MD    (COM) EGBN 2,737,000 61,331 1.10%
AMAZON COM INC    (COM) AMZN 2,597,000 1,496 1.04%
VANGUARD WORLD FDS    (INF TECH ETF) VGT 2,374,000 11,012 0.95%
DISNEY WALT CO    (COM DISNEY) DIS 1,586,000 12,168 0.63%
INVESCO EXCHANGE TRADED FD T    (S&P 500 TOP 50 ADDED) 1,477,000 6,952 0.59%
JOHNSON & JOHNSON    (COM) JNJ 1,426,000 11,022 0.57%
COLGATE PALMOLIVE CO    (COM) CL 1,365,000 18,574 0.55%
SPDR S&P 500 ETF TR    (TR UNIT) SPY 1,241,000 4,183 0.50%
ALPHABET INC    (CAP STK CL C) GOOG 1,226,000 1,006 0.49%
GENERAL DYNAMICS CORP    (COM) GD 1,226,000 6,711 0.49%
SELECT SECTOR SPDR TR    (SBI INT-FINL) XLF 1,211,000 43,250 0.48%
UNITEDHEALTH GROUP INC    (COM) UNH 1,189,000 5,472 0.47%
PEPSICO INC    (COM) PEP 1,172,000 8,548 0.47%
PROCTER AND GAMBLE CO    (COM) PG 1,151,000 9,257 0.46%
ACCENTURE PLC IRELAND    (SHS CL A) ACN 1,060,000 5,510 0.42%
BOEING CO    (COM) BA 1,021,000 2,685 0.41%
FIRST TR EXCHANGE TRADED FD    (NO AMER ENERGY) EMLP 1,005,000 39,270 0.40%
INTEL CORP    (COM) INTC 948,000 18,389 0.38%
CISCO SYS INC    (COM) CSCO 933,000 18,892 0.37%
VANGUARD WORLD FDS    (INDUSTRIAL ETF) VIS 916,000 6,273 0.36%
ALPHABET INC    (CAP STK CL A) GOOGL 900,000 737 0.36%
BIOTELEMETRY INC    (COM) BEAT 898,000 22,046 0.36%
INVESCO EXCHANGE TRADED FD T    (DYNMC SOFTWARE ADDED) 883,000 9,486 0.35%
KRATOS DEFENSE & SEC SOLUTIO    (COM NEW) KTOS 867,000 46,646 0.34%
WELLS FARGO CO NEW    (COM) WFC 854,000 16,922 0.34%
COMCAST CORP NEW    (CL A) CMCSA 813,000 18,043 0.32%
VANGUARD INDEX FDS    (REIT ETF) VNQ 811,000 8,693 0.32%
SPDR S&P MIDCAP 400 ETF TR    (UTSER1 S&PDCRP) MDY 738,000 2,093 0.29%
ALIBABA GROUP HLDG LTD    (SPONSORED ADS) BABA 715,000 4,274 0.28%
INVESCO QQQ TR    (UNIT SER 1 ADDED) 684,000 3,623 0.27%
ISHARES TR    (RUS 1000 GRW ETF) IWF 680,000 4,257 0.27%
HOME DEPOT INC    (COM) HD 656,000 2,825 0.26%
COSTCO WHSL CORP NEW    (COM) COST 637,000 2,212 0.25%
VANGUARD INDEX FDS    (LARGE CAP ETF) VV 617,000 4,523 0.24%
STANLEY BLACK & DECKER INC    (COM) SWK 616,000 4,262 0.24%
MASTERCARD INC    (CL A) MA 613,000 2,257 0.24%
VERIZON COMMUNICATIONS INC    (COM) VZ 575,000 9,525 0.23%
ISHARES TR    (CORE S&P MCP ETF) IJH 570,000 2,949 0.22%
INTERNATIONAL BUSINESS MACHS    (COM) IBM 565,000 3,882 0.22%
SPDR SERIES TRUS    (S&P DIVID ETF) SDY 556,000 5,417 0.22%
ANHEUSER BUSCH INBEV SA/NV    (SPONSORED ADR) BUD 553,000 5,812 0.22%
ISHARES TR    (RUSSELL 2000 ETF) IWM 545,000 3,603 0.21%
ORACLE CORP    (COM) ORCL 536,000 9,732 0.21%
VANECK VECTORS ETF TR    (GOLD MINERS ETF) GDX 528,000 19,775 0.21%
TESLA INC    (NOTE 2.375% 3/1) 519,000 510,000 0.20%
VISA INC    (COM CL A) V 516,000 3,000 0.20%
MERCK & CO INC    (COM) MRK 515,000 6,116 0.20%
OMNICOM GROUP INC    (COM) OMC 498,000 6,363 0.20%
ISHARES TR    (CORE US AGGBD ET) AGG 465,000 4,113 0.18%
AMERICAN EXPRESS CO    (COM) AXP 463,000 3,913 0.18%
TRAVELERS COMPANIES INC    (COM) TRV 458,000 3,079 0.18%
JPMORGAN CHASE & CO    (COM) JPM 430,000 3,653 0.17%
RAYTHEON CO    (COM NEW) RTN 421,000 2,147 0.16%
MCDONALDS CORP    (COM) MCD 409,000 1,907 0.16%
FACEBOOK INC    (CL A) FB 409,000 2,296 0.16%
LOCKHEED MARTIN CORP    (COM) LMT 406,000 1,040 0.16%
PFIZER INC    (COM) PFE 399,000 11,117 0.16%
TESLA INC    (COM) TSLA 399,000 1,657 0.16%
ISHARES TR    (RUS 1000 VAL ETF) IWD 395,000 3,079 0.15%
CHEVRON CORP NEW    (COM) CVX 380,000 3,203 0.15%
AT&T INC    (COM) T 363,000 9,594 0.14%
DOMINION ENERGY INC    (COM) D 356,000 4,395 0.14%
ISHARES TR    (NASDAQ BIOTECH) IBB 355,000 3,566 0.14%
STARBUCKS CORP    (COM) SBUX 340,000 3,847 0.13%
FIRST TR EXCHANGE TRADED FD    (DJ INTERNT IDX) FDN 338,000 2,507 0.13%
PUBLIC SVC ENTERPRISE GRP IN    (COM) PEG 338,000 5,451 0.13%
MARRIOTT INTL INC NEW    (CL A) MAR 334,000 2,682 0.13%
VANGUARD INDEX FDS    (TOTAL STK MKT) VTI 330,000 2,183 0.13%
BANK AMER CORP    (COM) BAC 314,000 10,770 0.12%
INVESCO EXCHANGE TRADED FD T    (FTSE RAFI 1000 ADDED) 305,000 2,592 0.12%
DISCOVER FINL SVCS    (COM) DFS 304,000 3,746 0.12%
QUALCOMM INC    (COM) QCOM 296,000 3,880 0.11%
MEDTRONIC PLC    (SHS) MDT 294,000 2,706 0.11%
THERMO FISHER SCIENTIFIC INC    (COM) TMO 290,000 997 0.11%
FORD MTR CO DEL    (COM) F 287,000 31,339 0.11%
FIRST TR EXCHANGE TRADED FD    (CLOUD COMPUTING) SKYY 286,000 5,075 0.11%
AMERICAN FIN TR INC    (COM CLASS A ADDED) 284,000 20,338 0.11%
AMERICAN TOWER CORP NEW    (COM) AMT 255,000 1,155 0.10%
VANGUARD BD INDEX FD INC    (SHORT TRM BOND) BSV 255,000 3,161 0.10%
NIELSEN HLDGS PLC    (SHS EUR) NLSN 253,000 11,920 0.10%
FEDEX CORP    (COM) FDX 247,000 1,698 0.09%
ISHARES TR    (SELECT DIVID ETF) DVY 246,000 2,413 0.09%
MARSH & MCLENNAN COS INC    (COM) MMC 238,000 2,381 0.09%
ISHARES TR    (CORE S&P500 ETF) IVV 233,000 780 0.09%
ISHARES TR    (S&P MC 400GR ETF) IJK 231,000 1,034 0.09%
CVS HEALTH CORP    (COM) CVS 221,000 3,498 0.08%
GENERAL ELECTRIC CO    (COM) GE 221,000 24,709 0.08%
GLOBE LIFE INC    (COM ADDED) 218,000 2,276 0.08%
RBB FD INC    (MOTLEY FOL ETF) 216,000 9,633 0.08%
BB&T CORP    (COM) BBT 212,000 3,973 0.08%
UNITED TECHNOLOGIES CORP    (COM) UTX 205,000 1,502 0.08%
L3HARRIS TECHNOLOGIES INC    (COM ADDED) 199,000 956 0.08%
BP PLC    (SPONSORED ADR) BP 198,000 5,200 0.07%
NETFLIX INC    (COM) NFLX 195,000 729 0.07%
SPROTT PHYSICAL GOLD TRUST    (UNIT) PHYS 189,000 15,983 0.07%
BECTON DICKINSON & CO    (COM) BDX 183,000 722 0.07%
STRYKER CORP    (COM) SYK 178,000 822 0.07%
TJX COS INC NEW    (COM) TJX 177,000 3,169 0.07%
3M CO    (COM) MMM 172,000 1,049 0.06%
PHILIP MORRIS INTL INC    (COM) PM 170,000 2,239 0.06%
SOUTHERN NATL BANCORP OF VA    (COM) SONA 169,000 11,000 0.06%
ISHARES TR    (CORE S&P SCP ETF) IJR 168,000 2,159 0.06%
FIRST TR NAS100 EQ WEIGHTED    (SHS) QQEW 164,000 2,475 0.06%
ASHFORD HOSPITALITY TR INC    (COM SHS) AHT 163,000 49,390 0.06%
BANK N S HALIFAX    (COM) BNS 161,000 2,826 0.06%
ALTRIA GROUP INC    (COM) MO 160,000 3,922 0.06%
HANOVER INS GROUP INC    (COM) THG 158,000 1,164 0.06%
SCHLUMBERGER LTD    (COM) SLB 157,000 4,589 0.06%
SCHWAB STRATEGIC TR    (US AGGREGATE B) SCHZ 156,000 2,895 0.06%
NEXTERA ENERGY INC    (COM) NEE 156,000 670 0.06%
CONSTELLATION BRANDS INC    (CL A) STZ 152,000 734 0.06%
WALMART INC    (COM) WMT 151,000 1,271 0.06%
BLACKSTONE GROUP INC    (COM CL A ADDED) 148,000 3,032 0.05%
FIRST TR MULTI CAP GR ALPHAD    (COM SHS) FAD 148,000 2,023 0.05%
NVIDIA CORP    (COM) NVDA 148,000 851 0.05%
INVESCO EXCHANGE TRADED FD T    (S&P MDCP400 PR ADDED) 146,000 1,030 0.05%
TC ENERGY CORP    (COM) 146,000 2,816 0.05%
BLACKROCK INC    (COM) BLK 145,000 326 0.05%
LABORATORY CORP AMER HLDGS    (COM NEW) LH 142,000 845 0.05%
VANGUARD GROUP    (DIV APP ETF) VIG 141,000 1,175 0.05%
ISHARES TR    (USA MOMENTUM FCT) 139,000 1,169 0.05%
ISHARES TR    (RUS MDCP VAL ETF) IWS 139,000 1,548 0.05%
KILROY RLTY CORP    (COM) KRC 138,000 1,771 0.05%
MONDELEZ INTL INC    (CL A) MDLZ 138,000 2,486 0.05%
ALIGN TECHNOLOGY INC    (COM) ALGN 136,000 749 0.05%
LOWES COS INC    (COM) LOW 135,000 1,230 0.05%
CELGENE CORP    (COM) CELG 133,000 1,343 0.05%
BOOKING HLDGS INC    (COM) 131,000 67 0.05%
ISHARES TR    (S&P MC 400VL ETF) IJJ 130,000 816 0.05%
SCHWAB STRATEGIC TR    (INTL EQTY ETF) SCHF 126,000 3,943 0.05%
NORFOLK SOUTHERN CORP    (COM) NSC 125,000 693 0.05%
VANGUARD INDEX FDS    (SMALL CP ETF) VB 124,000 806 0.04%
TEXAS INSTRS INC    (COM) TXN 123,000 953 0.04%
HARLEY DAVIDSON INC    (COM) HOG 123,000 3,421 0.04%
LAUDER ESTEE COS INC    (CL A) EL 120,000 601 0.04%
ROGERS COMMUNICATIONS INC    (CL B) RCI 119,000 2,448 0.04%
DANAHER CORPORATION    (COM) DHR 118,000 815 0.04%
ISHARES TR    (MSCI EAFE ETF) EFA 115,000 1,762 0.04%
PAYPAL HLDGS INC    (COM) PYPL 114,000 1,104 0.04%
BROOKFIELD ASSET MGMT INC    (CL A LTD VT SH) BAM 109,000 2,049 0.04%
ISHARES TR    (ROBOTICS ARTIF) 106,000 4,340 0.04%
PARKER HANNIFIN CORP    (COM) PH 103,000 573 0.04%
MCCORMICK & CO INC    (COM NON VTG) MKC 103,000 657 0.04%
VORNADO RLTY TR    (SH BEN INT) VNO 103,000 1,623 0.04%
FIDELITY    (TOTAL BD ETF) FBND 103,000 1,985 0.04%
ENTERPRISE PRODS PARTNERS L    (COM) EPD 102,000 3,568 0.04%
HANNON ARMSTRONG SUST INFR C    (COM) HASI 102,000 3,502 0.04%
ESSEX PPTY TR INC    (COM) ESS 100,000 305 0.04%
COCA COLA CO    (COM) KO 99,000 1,814 0.03%
APPLIED MATLS INC    (COM) AMAT 99,000 1,990 0.03%
VARIAN MED SYS INC    (COM) VAR 98,000 822 0.03%
LILLY ELI & CO    (COM) LLY 98,000 878 0.03%
DUKE ENERGY CORP NEW    (COM NEW) DUK 98,000 1,019 0.03%
M & T BK CORP    (COM) MTB 94,000 596 0.03%
BIOGEN INC    (COM) BIIB 93,000 401 0.03%
ABBOT LABS    (COM) ABT 93,000 1,106 0.03%
BANK NEW YORK MELLON CORP    (COM) BK 92,000 2,042 0.03%
OSHKOSH CORP    (COM) OSK 91,000 1,197 0.03%
PNC FINL SVCS GROUP INC    (COM) PNC 91,000 651 0.03%
CANADIAN NATL RY CO    (COM) CNI 90,000 1,000 0.03%
EOG RES INC    (COM) EOG 88,000 1,183 0.03%
PEOPLES UTD FINL INC    (COM) PBCT 88,000 5,631 0.03%
WISDOMTREE TR    (US DIVID EX FNCL) DTN 87,000 1,000 0.03%
FVCBANKCORP INC    (COM ADDED) 86,000 4,882 0.03%
SCHWAB STRATEGIC TR    (US LRG CAP ETF) SCHX 85,000 1,205 0.03%
VANGUARD INDEX FDS    (EXTEND MKT ETF) VXF 83,000 713 0.03%
CRACKER BARREL OLD CTRY STOR    (COM) CBRL 82,000 503 0.03%
AON PLC    (SHS CL A) AON 80,000 413 0.03%
AIR PRODS & CHEMS INC    (COM) APD 79,000 355 0.03%
AURORA CANNABIS INC    (COM) 78,000 17,667 0.03%
ISHARES TR    (MICRO-CAP ETF) IWC 78,000 889 0.03%
V F CORP    (COM) VFC 78,000 873 0.03%
NUCOR CORP    (COM) NUE 78,000 1,525 0.03%
NIKE INC    (CL B) NKE 77,000 824 0.03%
BROADCOM INC    (COM) 76,000 275 0.03%
CAMPBELL SOUP CO    (COM) CPB 76,000 1,619 0.03%
WALGREENS BOOTS ALLIANCE INC    (COM) WBA 76,000 1,366 0.03%
SIRIUS XM HLDGS INC    (COM) SIRI 74,000 11,768 0.02%
CITIGROUP INC    (COM NEW) C 74,000 1,073 0.02%
XYLEM INC    (COM) XYL 73,000 914 0.02%
ANTHEM INC    (COM) ANTM 73,000 302 0.02%
MARKEL CORP    (COM) MKL 72,000 61 0.02%
ISHARES TR    (MSCI EMG MKT ETF) EEM 71,000 1,737 0.02%
ISHARES TR    (S&P 500 VAL ETF) IVE 70,000 590 0.02%
YUM BRANDS INC    (COM) YUM 69,000 608 0.02%
1 2 3 4 5 6 7 Next >Full Portfolio View
Total Value As 2019-09-30: 248,011,000 SEC FILING
* Portfolios do not reflect changes after reporting
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MAJOR GURUS:
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George Soros

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