The Analysis of Gladwyn Financial Advisors, Inc.'s Holdings
Currently, Gladwyn Financial Advisors, Inc. holds 87 types of securities in its portfolio with a total value $142.3M. In the most recent quarter, they have increased their positions in MGV (+2.7K shares, valued at $374.4K), VOT (+1.1K shares, valued at $320.7K), VOE (+1.5K shares, valued at $272.3K); decreased their positions in SPY (-1.1K shares, valued at $763.8K), EFA (-2.8K shares, valued at $267.6K), AGG (-2.3K shares, valued at $224.7K); initiated new positions in MCD (+251 shares, valued at $76.9K), N/A (+591 shares, valued at $48.3K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
VBK VANGUARD INDEX FDS35.6K shares0.46%2025-12-312026-01-08
VBR VANGUARD INDEX FDS50.7K shares1.53%2025-12-312026-01-08 VOE VANGUARD INDEX FDS59.3K shares2.66%2025-12-312026-01-08 VOT VANGUARD INDEX FDS35.3K shares3.36%2025-12-312026-01-08 MGV VANGUARD WORLD FD58.4K shares4.75%2025-12-312026-01-08 MGK VANGUARD WORLD FD19.2K shares0.59%2025-12-312026-01-08 VSS VANGUARD INTL EQUITY INDEX F49.2K shares1.67%2025-12-312026-01-08 VWO VANGUARD INTL EQUITY INDEX F123.6K shares-0.38%2025-12-312026-01-08 VEU VANGUARD INTL EQUITY INDEX F76.0K shares2.54%2025-12-312026-01-08 VCSH VANGUARD SCOTTSDALE FDS59.3K shares3.34%2025-12-312026-01-08 BSV VANGUARD BD INDEX FDS59.2K shares3.73%2025-12-312026-01-08 VGLT VANGUARD SCOTTSDALE FDS82.6K shares2.73%2025-12-312026-01-08 IEI ISHARES TR37.9K shares4.14%2025-12-312026-01-08 DBC INVESCO DB COMMDY INDX TRCK201.5K shares0.48%2025-12-312026-01-08 VCIT VANGUARD SCOTTSDALE FDS52.3K shares3.53%2025-12-312026-01-08 HYG ISHARES TR40.4K shares4.37%2025-12-312026-01-08 CEMB ISHARES INC70.3K shares4.13%2025-12-312026-01-08 PDBC INVESCO ACTVELY MNGD ETC FD241.7K shares8.68%2025-12-312026-01-08 SPY SPDR S&P 500 ETF TR3.7K shares-23.38%2025-12-312026-01-08 VWOB VANGUARD WHITEHALL FDS36.8K shares3.11%2025-12-312026-01-08 EMB ISHARES TR25.6K shares2.64%2025-12-312026-01-08 LQD ISHARES TR21.8K shares3.25%2025-12-312026-01-08 BNDX VANGUARD CHARLOTTE FDS49.0K shares6.36%2025-12-312026-01-08 VUG VANGUARD INDEX FDS2.8K shares-0.76%2025-12-312026-01-08 VTV VANGUARD INDEX FDS6.9K shares0.92%2025-12-312026-01-08 EFA ISHARES TR12.3K shares-18.51%2025-12-312026-01-08 AGG ISHARES TR8.9K shares-20.26%2025-12-312026-01-08 NEE NEXTERA ENERGY INC9.1K shares0.00%2025-12-312026-01-08 CACI CACI INTL INC1.3K shares0.00%2025-12-312026-01-08 JPM JPMORGAN CHASE & CO.1.9K shares0.43%2025-12-312026-01-08 SCZ ISHARES TR7.6K shares0.00%2025-12-312026-01-08 ACWX ISHARES TR8.4K shares0.00%2025-12-312026-01-08 KO COCA COLA CO7.9K shares4.24%2025-12-312026-01-08 IEMG ISHARES INC7.7K shares0.00%2025-12-312026-01-08 GE AEROSPACE GE AEROSPACE1.4K shares0.14%2025-12-312026-01-08 PG PROCTER AND GAMBLE CO2.4K shares12.46%2025-12-312026-01-08 AMZN AMAZON COM INC1.4K shares0.00%2025-12-312026-01-08 GEV GE VERNOVA INC410 shares0.00%2025-12-312026-01-08 MDY SPDR S&P MIDCAP 400 ETF TR444 shares1.60%2025-12-312026-01-08 XOM EXXON MOBIL CORP2.1K shares13.83%2025-12-312026-01-08 WMT WALMART INC1.8K shares0.00%2025-12-312026-01-08 ALL ALLSTATE CORP976 shares34.99%2025-12-312026-01-08 TT TRANE TECHNOLOGIES PLC509 shares0.00%2025-12-312026-01-08 MMM 3M CO998 shares33.42%2025-12-312026-01-08 JNJ JOHNSON & JOHNSON719 shares53.30%2025-12-312026-01-08 VZ VERIZON COMMUNICATIONS INC3.6K shares1.74%2025-12-312026-01-08 VB VANGUARD INDEX FDS554 shares-3.82%2025-12-312026-01-08 VTI VANGUARD INDEX FDS281 shares-11.08%2025-12-312026-01-08 IWF ISHARES TR195 shares0.00%2025-12-312026-01-08 VO VANGUARD INDEX FDS304 shares1.00%2025-12-312026-01-08 EDV VANGUARD WORLD FD1.3K shares6.56%2025-12-312026-01-08 MCD MCDONALDS CORP251 sharesnew addition2025-12-312026-01-08 UNP UNION PAC CORP309 shares0.00%2025-12-312026-01-08 VXF VANGUARD INDEX FDS334 shares0.60%2025-12-312026-01-08 WM WASTE MGMT INC DEL254 shares0.00%2025-12-312026-01-08 ALLE ALLEGION PLC348 shares0.29%2025-12-312026-01-08 SOLV SOLVENTUM CORP686 shares268.82%2025-12-312026-01-08 ED CONSOLIDATED EDISON INC531 shares0.00%2025-12-312026-01-08 XLC SELECT SECTOR SPDR TR380 shares-2.06%2025-12-312026-01-08 XLF SELECT SECTOR SPDR TR804 shares0.25%2025-12-312026-01-08 EEM ISHARES TR759 shares0.00%2025-12-312026-01-08 ESGV VANGUARD WORLD FD328 shares0.31%2025-12-312026-01-08 IR INGERSOLL RAND INC500 shares0.00%2025-12-312026-01-08 GEHC GE HEALTHCARE TECHNOLOGIES I465 shares0.00%2025-12-312026-01-08 XLY SELECT SECTOR SPDR TR251 shares100.80%2025-12-312026-01-08 DOW DOW INC1.3K shares0.16%2025-12-312026-01-08 PPG PPG INDS INC271 shares0.00%2025-12-312026-01-08 TIP ISHARES TR235 shares1.29%2025-12-312026-01-08 D DOMINION ENERGY INC400 shares1.01%2025-12-312026-01-08 CTVA CORTEVA INC333 shares0.00%2025-12-312026-01-08 VPL VANGUARD INTL EQUITY INDEX F235 shares2.62%2025-12-312026-01-08 SUSL ISHARES TR129 shares0.78%2025-12-312026-01-08 SCHE SCHWAB STRATEGIC TR464 shares2.65%2025-12-312026-01-08 VT VANGUARD INTL EQUITY INDEX F105 shares0.96%2025-12-312026-01-08 PFE PFIZER INC512 shares0.00%2025-12-312026-01-08 LNC LINCOLN NATL CORP IND223 shares1.36%2025-12-312026-01-08 IMCV ISHARES TR73 shares1.39%2025-12-312026-01-08 ILCV ISHARES TR45 shares0.00%2025-12-312026-01-08 CCL CARNIVAL CORP100 shares0.00%2025-12-312026-01-08 EMXC ISHARES INC38 shares2.70%2025-12-312026-01-08 NCLH NORWEGIAN CRUISE LINE HLDG L100 shares0.00%2025-12-312026-01-08 MGC VANGUARD WORLD FD6 shares0.00%2025-12-312026-01-08 CC CHEMOURS CO44 shares2.33%2025-12-312026-01-08 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available