Filer Name: GLOBALT INVESTMENTS LLC / GA
CIK: 2011891
Period: 2024-12-31
Filed At: 2025-02-10
Number of Holdings: 202
Portfolio Value: $2.61B

Globalt Investments Llc / Ga Top Holdings

Ticker Exchange Security Shares Value % of Portfolio Position Change Put/Call
IWF US ISHARES RUSSELL 1000 GROWTH 1,061,238 $426M 16.32% -3.6% -
IWD US ISHARES RUSSELL 1000 VALUE E 1,830,593 $339M 12.97% -2.8% -
78463v107 - SPDR GOLD TRUST (COLLECTIBLE) 604,371 $146M 5.60% -0.5% -
78464a664 - SPDR PORTFOLIO LONG TERM TREAS 5,536,473 $145M 5.55% 4803.2% -
78468r101 - SPDR PORTFOLIO SHORT TERM TREA 4,125,185 $120M 4.58% -55.4% -
IWP US ISHARES RUSSELL MID-CAP GROW 830,783 $105M 4.03% -5.5% -
78464a672 - SPDR PORT INTER TRM TRSRY ETF 3,311,337 $92M 3.53% -0.5% -
46436e841 - ISHARES IBONDS DEC 2027 TERM T 3,006,910 $67M 2.56% -1.6% -
IWM US ISHARES RUSSELL 2000 ETF 280,681 $62M 2.37% -7.2% -
92189f106 - VANECK VECTORS ETF TR GOLD MIN 1,795,153 $61M 2.33% 1.4% -
46436e148 - ISHARES IBONDS DEC 2033 TERM T 2,470,895 $58M 2.24% 100.0% -
VIG US VANGUARD DIVIDEND APPREC ETF 266,747 $52M 2.00% -3.6% -
78468r457 - SPDR PORTFOLIO TREASURY ETF 1,626,284 $49M 1.86% 100.0% -
78463x848 - SPDR INDEX SHS FDS 1,497,347 $42M 1.60% -1.8% -
AAPL US APPLE INC 148,008 $37M 1.42% -0.8% -
MSFT US MICROSOFT CORP 88,077 $37M 1.42% -0.7% -
IWS US ISHARES RUSSELL MID-CAP VALU 255,896 $33M 1.27% -3.2% -
92206c706 - VANGUARD INTMDT-TERM TRS ETF 569,692 $33M 1.26% -3.8% -
11135f101 - BROADCOM LTD SHS 125,393 $29M 1.11% -0.8% -
VWO US VANGUARD FTSE EMERGING MARKE 513,991 $23M 0.87% -2.0% -
SmartTypes

Empowering investors with intelligent data analytics and market insights.

Quick Links
Connect With Us