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CIK: 0002011891
Total reported value
$3.0B
$3.0B
201 檔
43.6%
The Q3 2024 SEC filing reveals that GLOBALT Investments LLC / GA held a total portfolio value of $3.0B, covering 201 public equity positions.
During Q3 2024, GLOBALT Investments LLC / GA's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
In terms of portfolio concentration, the top 5 core holdings (including IWF, IWD, SPDR Portfolio Short Term Trea) accounted for 43.6% of total reported equity market value during Q3 2024.
Showing top 200 holdings (of 201 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IWF | Ishares Russell 1000 Growth | ETF-Other | 15.48% | +1.03% | -3.97% | |
| 2 | IWD | Ishares Russell 1000 Value E | ETF-Other | 13.39% | +0.70% | -4.14% | |
| 3 | ✓ | SPDR Portfolio Short Term Trea | Stock-Other | 10.18% | — | +96.87% | |
| 4 | ✓ | Stock-Other | 5.53% | — | -4.32% | ||
| 5 | IWP | Ishares Russell Mid-cap Grow | ETF-Other | 3.86% | — | -4.02% | |
| 6 | ✓ | Spdr Port Inter Trm Trsry ETF | ETF-Other | 3.62% | — | -3.85% | |
| 7 | ✓ | Stock-Other | 2.64% | — | -4.20% | ||
| 8 | ✓ | iShares iBonds Dec 2027 Term T | Stock-Other | 2.59% | — | -4.04% | |
| 9 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 2.50% | +0.27% | +1.37% | |
| 10 | ✓ | iShares iBonds Dec 2025 Term T | Stock-Other | 2.20% | — | -5.38% | |
| 11 | ✓ | Stock-Other | 2.17% | — | -4.09% | ||
| 12 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 2.05% | +0.04% | -5.12% | |
| 13 | ✓ | Stock-Other | 1.74% | — | -4.51% | ||
| 14 | MSFT | Microsoft CORP | Stock-Tech | 1.43% | -0.08% | -2.32% | |
| 15 | ✓ | Stock-Other | 1.34% | — | -4.37% | ||
| 16 | IWS | Ishares Russell Mid-cap Valu | ETF-Other | 1.31% | +0.06% | -3.86% | |
| 17 | AAPL | Apple Inc | Stock-Tech | 1.30% | +0.06% | -2.01% | |
| 18 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.94% | +0.03% | -4.30% | |
| 19 | ✓ | Stock-Other | 0.82% | — | +853.96% | ||
| 20 | ✓ | Stock-Other | 0.76% | — | -6.48% | ||
| 21 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.66% | +0.10% | -4.99% | |
| 22 | ✓ | Stock-Other | 0.60% | — | -0.41% | ||
| 23 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.55% | -0.01% | +40.37% | |
| 24 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.54% | +0.06% | -1.36% | |
| 25 | ✓ | Stock-Other | 0.53% | — | -2.15% | ||
| 26 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 0.47% | +0.04% | -3.07% | |
| 27 | ✓ | Stock-Other | 0.44% | — | -2.57% | ||
| 28 | ✓ | Stock-Other | 0.42% | — | -1.33% | ||
| 29 | ✓ | Stock-Other | 0.39% | — | -1.67% | ||
| 30 | BAC | Bank Of America CORP | Stock-Financials | 0.35% | +0.04% | +3.37% | |
| 31 | ✓ | Stock-Other | 0.33% | — | -3.57% | ||
| 32 | ✓ | Stock-Other | 0.33% | — | -1.96% | ||
| 33 | ACWX | Ishares Msci Acwi Ex US ETF | ETF-Other | 0.33% | — | -3.06% | |
| 34 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.32% | -0.01% | -1.58% | |
| 35 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.30% | — | -3.57% | |
| 36 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.30% | -0.05% | -1.97% | |
| 37 | ✓ | Stock-Other | 0.30% | — | -1.79% | ||
| 38 | DRI | Darden Restaurants Inc | Stock-Consumer Disc | 0.29% | -0.01% | -2.88% | |
| 39 | EMR | Emerson Electric Co | Stock-Industrials | 0.29% | — | -2.37% | |
| 40 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 0.29% | -0.02% | -2.75% | |
| 41 | UNP | Union Pacific CORP | Stock-Industrials | 0.28% | +0.01% | -2.97% | |
| 42 | ✓ | Stock-Other | 0.28% | — | +112.08% | ||
| 43 | MSI | Motorola Solutions Inc | Stock-Tech | 0.28% | -0.01% | -24.00% | |
| 44 | ADI | Analog Devices Inc | Stock-Tech | 0.28% | +0.05% | +30.48% | |
| 45 | ADP | Automatic Data Processing | Stock-Tech | 0.28% | — | -5.28% | |
| 46 | SO | Southern Co/the | Stock-Utilities | 0.27% | -0.02% | -4.07% | |
| 47 | ABT | Abbott Laboratories | Stock-Healthcare | 0.27% | -0.04% | -1.29% | |
| 48 | TXN | Texas Instruments Inc | Stock-Tech | 0.27% | +0.09% | -3.86% | |
| 49 | AMGN | Amgen Inc | Stock-Healthcare | 0.27% | -0.02% | -2.30% | |
| 50 | ✓ | Stock-Other | 0.27% | — | -3.27% |
According to official SEC Form 13F filings, GLOBALT Investments LLC / GA reported a total U.S. public equity portfolio value of $3.0B across 201 disclosed positions in Q3 2024.
During Q3 2024, GLOBALT Investments LLC / GA's top holdings by market value included IWF (15.5%)、IWD (13.4%)、SPDR Portfolio Short Term Trea (10.2%). The largest single position, IWF, represented 15.5% of total portfolio value.
In Q3 2024, GLOBALT Investments LLC / GA made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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