GI

GLOBALT Investments LLC / GA

13F
GLOBALT Investments LLC / GA
Last update 2025-05-07 202 Stocks (6 new)
Value $2.45 Bil Turnover 1 %
Countries:
Top Holdings: IWF(14.27%)IWD(13.72%)SPTL(6.05%)GLD(5.85%)SPTS(4.95%)
Summary Stock Picks Current Portfolio
GLOBALT Investments LLC / GA Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
IWF
iShares Russell 1000 Growth ETF
967,429
349,329.0
-8.84%
14.270
-1.44%
0.360
+26.76%
+7.73%
112,963.2
 
IWD
iShares Russell 1000 Value ETF
1,784,053
335,687.5
-2.54%
13.720
-0.33%
0.540
+11.57%
+6.68%
62,518.2
 
SPTL
SPDR Portfolio Long Term Treasury ETF
SPDR Portfolio Long Term Treasury ETF
5,435,247
148,164.8
-1.83%
6.050
-0.10%
1.300
+0.23%
-0.31%
11,224.7
 
GLD
SPDR Gold Shares ETF
496,516
143,066.3
-17.85%
5.850
-1.00%
0.150
+1.60%
+30.55%
104,090.1
 
SPTS
SPDR Portfolio Short Term Treasury ETF
SPDR Portfolio Short Term Treasury ETF
4,139,060
121,026.1
+0.34%
4.950
+0.02%
2.060
-0.10%
+0.69%
5,809.9
 
SPTI
SPDR Portfolio Intermediate Term Treasury ETF
SPDR Portfolio Intermediate Term Treasury ETF
3,246,154
92,775.1
-1.97%
3.790
-0.07%
1.070
+0.56%
+2.65%
8,789.2
 
GDX
VanEck Gold Miners ETF
1,507,283
69,289.8
-16.04%
2.830
-0.37%
0.500
+8.46%
+60.66%
16,135.3
 
IBTH
iShares iBonds Dec 2027 Term Treasury ETF
iShares iBonds Dec 2027 Term Treasury ETF
2,946,255
66,055.0
-2.02%
2.700
-0.05%
4.330
-0.07%
+1.01%
1,640.6
 
IBTO
iShares iBonds Dec 2033 Term Treasury ETF
iShares iBonds Dec 2033 Term Treasury ETF
2,404,102
58,660.1
-2.70%
2.400
-0.06%
17.550
+0.81%
+2.86%
357.3
 
IWM
iShares Russell 2000 ETF
278,162
55,490.6
-0.90%
2.270
-0.02%
0.090
+19.10%
+1.05%
64,702.4
 

GLOBALT Investments LLC / GA's Historical Top Holdings Breakdowns

GLOBALT Investments LLC / GA's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
IWP
iShares Russell Mid-Cap Growth ETF
2025-03-31
Reduce
Reduce
-1.95%
●
114.9 ($128.55) 139.6
$140.00
8.91%
Reduce -48.42%
428,518
-402,265
IWF
iShares Russell 1000 Growth ETF
2025-03-31
Reduce
Reduce
-1.44%
●
360.07 ($394.62) 417.26
$432.64
9.63%
Reduce -8.84%
967,429
-93,809
GLD
SPDR Gold Shares ETF
2025-03-31
Reduce
Reduce
-1.00%
●
243.19 ($264.45) 288.14
$316.10
19.53%
Reduce -17.85%
496,516
-107,855
GDX
VanEck Gold Miners ETF
2025-03-31
Reduce
Reduce
-0.37%
●
34.58 ($40.44) 45.97
$54.48
34.72%
Reduce -16.04%
1,507,283
-287,870
IWD
iShares Russell 1000 Value ETF
2025-03-31
Reduce
Reduce
-0.33%
●
182.82 ($190.45) 196.21
$197.50
3.70%
Reduce -2.54%
1,784,053
-46,540
CDNS
Cadence Design Systems Inc
2025-03-31
Reduce
Reduce
-0.13%
●
233.96 ($278.09) 324.52
$319.60
14.93%
Reduce -90.57%
1,124
-10,793
AAPL
Apple Inc
2025-03-31
Reduce
Reduce
-0.12%
●
209.68 ($231.67) 247.1
$214.40
-7.45%
Reduce -8.18%
135,900
-12,108
AVGO
Broadcom Inc
2025-03-31
Reduce
Reduce
-0.12%
●
167.43 ($211.65) 244.7
$278.59
31.63%
Reduce -10.38%
112,371
-13,022
MSFT
Microsoft Corp
2025-03-31
Reduce
Reduce
-0.12%
●
375.39 ($407.71) 447.2
$505.27
23.93%
Reduce -8.54%
80,556
-7,521
SPTL
SPDR Portfolio Long Term Treasury ETF
SPDR Portfolio Long Term Treasury ETF
2025-03-31
Reduce
Reduce
-0.10%
●
25.54 ($26.65) 27.64
$26.11
-2.03%
Reduce -1.83%
5,435,247
-101,226

GLOBALT Investments LLC / GA Total Holding History ($B)

To

GLOBALT Investments LLC / GA's Asset Allocation

To

GLOBALT Investments LLC / GA Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

GLOBALT Investments LLC / GA's Hypothetical Growth since 2025-03-31

GLOBALT Investments LLC / GA's Yearly Returns

Year Portfolio % % Excess Gain %

GLOBALT Investments LLC / GA's Holdings Heat Map

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GLOBALT Investments LLC / GA's Holdings Bubble Chart

GLOBALT Investments LLC / GA News

  • 1

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