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CIK: 0002011891
Total reported value
$3.0B
$3.0B
202 檔
39.7%
During the Q4 2024 filing period, GLOBALT Investments LLC / GA (CIK: 0002011891) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $3.0B across 202 reported positions.
During Q4 2024, GLOBALT Investments LLC / GA's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 202 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IWF | Ishares Russell 1000 Growth | ETF-Other | 16.32% | +1.03% | -3.63% | |
| 2 | IWD | Ishares Russell 1000 Value E | ETF-Other | 12.97% | +0.70% | -2.80% | |
| 3 | ✓ | Stock-Other | 5.60% | — | -0.49% | ||
| 4 | ✓ | Stock-Other | 5.55% | — | +4803.22% | ||
| 5 | ✓ | SPDR Portfolio Short Term Trea | Stock-Other | 4.58% | — | -55.38% | |
| 6 | IWP | Ishares Russell Mid-cap Grow | ETF-Other | 4.03% | — | -5.46% | |
| 7 | ✓ | Spdr Port Inter Trm Trsry ETF | ETF-Other | 3.53% | — | -0.55% | |
| 8 | ✓ | iShares iBonds Dec 2027 Term T | Stock-Other | 2.56% | — | -1.57% | |
| 9 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 2.37% | +0.27% | -7.22% | |
| 10 | ✓ | Stock-Other | 2.33% | — | +1.42% | ||
| 11 | ✓ | iShares iBonds Dec 2033 Term T | Stock-Other | 2.24% | — | — | |
| 12 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 2.00% | +0.04% | -3.55% | |
| 13 | ✓ | SPDR Portfolio Treasury ETF | ETF-Gov Bonds | 1.86% | — | — | |
| 14 | ✓ | Stock-Other | 1.60% | — | -1.83% | ||
| 15 | MSFT | Microsoft CORP | Stock-Tech | 1.42% | -0.08% | -0.74% | |
| 16 | AAPL | Apple Inc | Stock-Tech | 1.42% | +0.06% | -0.85% | |
| 17 | IWS | Ishares Russell Mid-cap Valu | ETF-Other | 1.27% | +0.06% | -3.16% | |
| 18 | ✓ | Stock-Other | 1.26% | — | -3.84% | ||
| 19 | ✓ | Stock-Other | 1.11% | — | -0.84% | ||
| 20 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.87% | +0.03% | -1.97% | |
| 21 | ✓ | Stock-Other | 0.85% | — | +0.04% | ||
| 22 | ✓ | Stock-Other | 0.69% | — | -1.49% | ||
| 23 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.66% | +0.06% | -0.04% | |
| 24 | ✓ | Stock-Other | 0.61% | — | -1.63% | ||
| 25 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.49% | -0.01% | -3.69% | |
| 26 | ✓ | Stock-Other | 0.47% | — | +0.85% | ||
| 27 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.47% | +0.10% | -21.43% | |
| 28 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 0.42% | +0.04% | -5.48% | |
| 29 | BAC | Bank Of America CORP | Stock-Financials | 0.39% | +0.04% | -1.54% | |
| 30 | ✓ | Stock-Other | 0.39% | — | -1.65% | ||
| 31 | ✓ | Stock-Other | 0.36% | — | +45.65% | ||
| 32 | WFC | Wells Fargo & Co | Stock-Financials | 0.35% | -0.11% | +26.67% | |
| 33 | ✓ | Stock-Other | 0.35% | — | -1.52% | ||
| 34 | ACWX | Ishares Msci Acwi Ex US ETF | ETF-Other | 0.34% | — | +12.14% | |
| 35 | DRI | Darden Restaurants Inc | Stock-Consumer Disc | 0.33% | -0.01% | -4.27% | |
| 36 | EMR | Emerson Electric Co | Stock-Industrials | 0.33% | — | -1.51% | |
| 37 | ✓ | Stock-Other | 0.33% | — | -1.41% | ||
| 38 | MS | Morgan Stanley | Stock-Financials | 0.32% | +0.06% | -1.42% | |
| 39 | ✓ | Stock-Other | 0.31% | — | -1.39% | ||
| 40 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.31% | -0.05% | -0.90% | |
| 41 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.30% | -0.01% | -3.75% | |
| 42 | ADP | Automatic Data Processing | Stock-Tech | 0.29% | — | -1.64% | |
| 43 | MSI | Motorola Solutions Inc | Stock-Tech | 0.29% | -0.01% | -1.65% | |
| 44 | ✓ | Stock-Other | 0.28% | — | -1.23% | ||
| 45 | WMT | Walmart Inc | Stock-Consumer Staples | 0.27% | -0.07% | -1.36% | |
| 46 | ABT | Abbott Laboratories | Stock-Healthcare | 0.27% | -0.04% | -1.81% | |
| 47 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.27% | — | -1.40% | |
| 48 | UNP | Union Pacific CORP | Stock-Industrials | 0.26% | +0.01% | -2.31% | |
| 49 | SYK | Stryker CORP | Stock-Healthcare | 0.26% | -0.08% | +26.98% | |
| 50 | ✓ | Stock-Other | 0.25% | — | -32.85% |
According to official SEC Form 13F filings, GLOBALT Investments LLC / GA reported a total U.S. public equity portfolio value of $3.0B across 202 disclosed positions in Q4 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including IWF, IWD, ) accounted for 39.7% of total reported equity market value during Q4 2024.
During Q4 2024, GLOBALT Investments LLC / GA's top holdings by market value included IWF (16.3%)、IWD (13.0%)、 (5.6%). The largest single position, IWF, represented 16.3% of total portfolio value.
In Q4 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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