The Analysis of GLOBALT Investments LLC / GA's Holdings

Currently, GLOBALT Investments LLC / GA holds 207 types of securities in its portfolio with a total value $2.7B. In the most recent quarter, they have increased their positions in JNJ (+39.3K shares, valued at $7.3M), IBM (+14.1K shares, valued at $4.0M), N/A (+18.1K shares, valued at $3.7M); decreased their positions in IWF (-24.4K shares, valued at $11.4M), IWD (-28.9K shares, valued at $5.9M), N/A (-17.1K shares, valued at $5.6M); initiated new positions in INTU (+2.5K shares, valued at $1.7M), N/A (+9.4K shares, valued at $1.6M), N/A (+16.5K shares, valued at $776.8K).

Top Holding Treemap

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

IWF ISHARES TR913.6K shares-2.60%2025-09-302025-10-14

IWD ISHARES TR1.7M shares-1.67%2025-09-302025-10-14

SPDR Portfolio Intermediate Te SPDR Portfolio Intermediate Te5.6M shares-1.73%2025-09-302025-10-14

SPDR Portfolio Long Term Trea SPDR Portfolio Long Term Trea5.2M shares-0.85%2025-09-302025-10-14

SPDR Portfolio Short Term Trea SPDR Portfolio Short Term Trea4.5M shares-1.80%2025-09-302025-10-14

SPDR Gold Shares SPDR Gold Shares303.3K shares-1.60%2025-09-302025-10-14

VanEck Gold Miners ETF VanEck Gold Miners ETF1.1M shares-1.76%2025-09-302025-10-14

iShares iBonds Dec 2027 Term T iShares iBonds Dec 2027 Term T2.8M shares-1.74%2025-09-302025-10-14

Sponsored

IWM ISHARES TR245.5K shares-6.88%2025-09-302025-10-14

iShares iBonds Dec 2033 Term T iShares iBonds Dec 2033 Term T2.3M shares-2.34%2025-09-302025-10-14

IWP ISHARES TR384.0K shares-2.12%2025-09-302025-10-14

VIG VANGUARD SPECIALIZED FUNDS243.0K shares-1.78%2025-09-302025-10-14

SPDR MSCI ACWI ex-US ETF SPDR MSCI ACWI ex-US ETF1.4M shares-1.60%2025-09-302025-10-14

SPDR Portfolio Treasury ETF SPDR Portfolio Treasury ETF1.6M shares-1.75%2025-09-302025-10-14

MSFT MICROSOFT CORP72.5K shares-6.10%2025-09-302025-10-14

iShares Silver Trust iShares Silver Trust885.2K shares-1.41%2025-09-302025-10-14

Sponsored

The Utilities Select Sector SP The Utilities Select Sector SP421.8K shares-1.11%2025-09-302025-10-14

IWS ISHARES TR238.5K shares-1.55%2025-09-302025-10-14

Vanguard Intmdt-Term Trs ETF Vanguard Intmdt-Term Trs ETF539.2K shares-2.50%2025-09-302025-10-14

AAPL APPLE INC125.8K shares-3.75%2025-09-302025-10-14

Broadcom Inc Broadcom Inc90.3K shares-15.91%2025-09-302025-10-14

NVIDIA Corp NVIDIA Corp147.9K shares-7.41%2025-09-302025-10-14

VWO VANGUARD INTL EQUITY INDEX F484.6K shares-1.54%2025-09-302025-10-14

JPMorgan Chase & Co JPMorgan Chase & Co70.2K shares-1.28%2025-09-302025-10-14

Sponsored

Alphabet Inc A Alphabet Inc A87.4K shares14.61%2025-09-302025-10-14

AMZN AMAZON COM INC85.2K shares-0.89%2025-09-302025-10-14

Meta Platforms Inc Cl A Meta Platforms Inc Cl A20.5K shares-2.19%2025-09-302025-10-14

EFA ISHARES TR134.0K shares-4.21%2025-09-302025-10-14

TJX TJX COS INC NEW81.9K shares-1.08%2025-09-302025-10-14

BAC BANK AMERICA CORP216.4K shares-1.53%2025-09-302025-10-14

AT&T Inc AT&T Inc384.0K shares-2.38%2025-09-302025-10-14

WMT WALMART INC104.3K shares22.15%2025-09-302025-10-14

Sponsored

Eaton Corp PLC Eaton Corp PLC28.5K shares-1.48%2025-09-302025-10-14

WFC WELLS FARGO CO NEW123.0K shares-1.41%2025-09-302025-10-14

JNJ JOHNSON & JOHNSON55.6K shares241.60%2025-09-302025-10-14

EEM ISHARES TR190.3K shares-7.49%2025-09-302025-10-14

MS MORGAN STANLEY62.7K shares-1.39%2025-09-302025-10-14

LLY ELI LILLY & CO12.7K shares-2.04%2025-09-302025-10-14

ABT ABBOTT LABS72.1K shares20.52%2025-09-302025-10-14

Enbridge Inc Enbridge Inc179.6K shares-1.66%2025-09-302025-10-14

Sponsored

MU MICRON TECHNOLOGY INC53.3K shares-0.43%2025-09-302025-10-14

Waste Management Inc Waste Management Inc39.2K shares-1.45%2025-09-302025-10-14

EMR EMERSON ELEC CO65.4K shares-1.55%2025-09-302025-10-14

DRI DARDEN RESTAURANTS INC43.6K shares-1.54%2025-09-302025-10-14

ACWX ISHARES TR125.1K shares-7.51%2025-09-302025-10-14

KO COCA COLA CO114.5K shares6.38%2025-09-302025-10-14

Mastercard Inc A Mastercard Inc A12.9K shares-1.43%2025-09-302025-10-14

GLW CORNING INC87.4K shares-1.52%2025-09-302025-10-14

Sponsored

ADI ANALOG DEVICES INC29.0K shares-0.64%2025-09-302025-10-14

ADP AUTOMATIC DATA PROCESSING IN24.3K shares-1.51%2025-09-302025-10-14

SO SOUTHERN CO75.1K shares-1.39%2025-09-302025-10-14

C CITIGROUP INC70.0K shares1.24%2025-09-302025-10-14

Duke Energy Corp Duke Energy Corp57.4K shares-1.43%2025-09-302025-10-14

MSI MOTOROLA SOLUTIONS INC15.2K shares-1.09%2025-09-302025-10-14

Verizon Communications Inc Verizon Communications Inc157.7K shares-2.35%2025-09-302025-10-14

UNP UNION PAC CORP28.4K shares-1.49%2025-09-302025-10-14

Sponsored

SYK STRYKER CORPORATION18.0K shares-1.03%2025-09-302025-10-14

CVX CHEVRON CORP NEW41.8K shares-1.45%2025-09-302025-10-14

Visa Inc Class A Visa Inc Class A18.9K shares13.57%2025-09-302025-10-14

CTAS CINTAS CORP30.9K shares-1.48%2025-09-302025-10-14

ANET ARISTA NETWORKS INC42.8K shares-1.04%2025-09-302025-10-14

Netflix Inc Netflix Inc5.1K shares21.76%2025-09-302025-10-14

PG PROCTER AND GAMBLE CO39.4K shares-1.48%2025-09-302025-10-14

TXN TEXAS INSTRS INC32.7K shares-1.09%2025-09-302025-10-14

Sponsored

AbbVie Inc AbbVie Inc25.8K shares-1.39%2025-09-302025-10-14

IWX ISHARES TR66.6K shares-0.40%2025-09-302025-10-14

AMGN AMGEN INC20.7K shares-1.38%2025-09-302025-10-14

KR KROGER CO82.5K shares-1.26%2025-09-302025-10-14

Dell Technologies Inc Cl C Dell Technologies Inc Cl C38.7K shares-1.12%2025-09-302025-10-14

GILD GILEAD SCIENCES INC48.4K shares-2.03%2025-09-302025-10-14

GPC GENUINE PARTS CO37.9K shares-1.26%2025-09-302025-10-14

LMT LOCKHEED MARTIN CORP10.5K shares-1.67%2025-09-302025-10-14

Sponsored

KMB KIMBERLY-CLARK CORP41.6K shares-1.73%2025-09-302025-10-14

VIRT VIRTU FINL INC144.2K shares-1.27%2025-09-302025-10-14

Oracle Corp Oracle Corp18.1K shares-15.62%2025-09-302025-10-14

Merck & Co Inc Merck & Co Inc60.4K shares-1.04%2025-09-302025-10-14

Palantir Technologies Inc Cl A Palantir Technologies Inc Cl A27.5K shares-19.58%2025-09-302025-10-14

Tesla Inc Tesla Inc11.3K shares1.09%2025-09-302025-10-14

Exxon Mobil Corp Exxon Mobil Corp43.9K shares-1.37%2025-09-302025-10-14

Uber Technologies Inc Uber Technologies Inc50.2K shares-0.19%2025-09-302025-10-14

Sponsored

AZN ASTRAZENECA PLC64.1K shares-1.31%2025-09-302025-10-14

NextEra Energy Inc NextEra Energy Inc63.9K shares-1.51%2025-09-302025-10-14

TLT ISHARES TR53.9K shares-7.47%2025-09-302025-10-14

PM PHILIP MORRIS INTL INC28.4K shares-1.40%2025-09-302025-10-14

HP Inc HP Inc168.0K shares-1.26%2025-09-302025-10-14

Travelers Companies Inc Travelers Companies Inc15.6K shares-1.57%2025-09-302025-10-14

IBM INTERNATIONAL BUSINESS MACHS15.4K shares1143.56%2025-09-302025-10-14

Altria Group Inc Altria Group Inc65.5K shares-1.80%2025-09-302025-10-14

Sponsored

TKO Group Holdings Inc Cl A TKO Group Holdings Inc Cl A21.4K shares549.47%2025-09-302025-10-14

HD HOME DEPOT INC10.1K shares-0.56%2025-09-302025-10-14

MDLZ MONDELEZ INTL INC65.1K shares-1.41%2025-09-302025-10-14

ECL ECOLAB INC14.8K shares-0.85%2025-09-302025-10-14

DAL DELTA AIR LINES INC DEL71.1K shares700.80%2025-09-302025-10-14

HOOD ROBINHOOD MKTS INC27.6K shares-34.50%2025-09-302025-10-14

NEM NEWMONT CORP45.5K shares-1.52%2025-09-302025-10-14

Applovin Corp Cl A Applovin Corp Cl A5.3K shares-15.90%2025-09-302025-10-14

Sponsored

iShares iBonds Dec 2025 Term T iShares iBonds Dec 2025 Term T162.9K shares-7.51%2025-09-302025-10-14

Equinix Inc Equinix Inc4.8K shares-0.90%2025-09-302025-10-14

O'Reilly Automotive Inc O'Reilly Automotive Inc32.7K shares0.67%2025-09-302025-10-14

KLAC KLA CORP3.2K shares-2.39%2025-09-302025-10-14

Intuitive Surgical Inc Intuitive Surgical Inc7.8K shares-4.05%2025-09-302025-10-14

IOO ISHARES TR26.4K shares0.00%2025-09-302025-10-14

MCD MCDONALDS CORP10.1K shares-1.17%2025-09-302025-10-14

iShares US Treasury Bond ETF iShares US Treasury Bond ETF118.1K shares-7.52%2025-09-302025-10-14

Sponsored

USIG ISHARES TR51.0K shares-5.41%2025-09-302025-10-14

Costco Wholesale Corp Costco Wholesale Corp2.8K shares-0.59%2025-09-302025-10-14

WisdomTree US Quality Dividend WisdomTree US Quality Dividend29.1K shares-5.66%2025-09-302025-10-14

PANW PALO ALTO NETWORKS INC11.9K shares-1.56%2025-09-302025-10-14

HON HONEYWELL INTL INC11.3K shares-0.71%2025-09-302025-10-14

ADSK AUTODESK INC7.5K shares-3.21%2025-09-302025-10-14

SCHO SCHWAB STRATEGIC TR94.6K shares-5.62%2025-09-302025-10-14

MAS MASCO CORP32.2K shares-0.88%2025-09-302025-10-14

Sponsored

AXP AMERICAN EXPRESS CO6.7K shares-0.60%2025-09-302025-10-14

Alphabet Inc Class C Alphabet Inc Class C9.0K shares-43.42%2025-09-302025-10-14

Royal Caribbean Group Royal Caribbean Group6.0K shares-0.68%2025-09-302025-10-14

Vertex Pharmaceuticals Inc Vertex Pharmaceuticals Inc4.8K shares-34.50%2025-09-302025-10-14

Samsara Inc Cl A Samsara Inc Cl A49.8K shares-4.98%2025-09-302025-10-14

UnitedHealth Group Inc UnitedHealth Group Inc5.2K shares0.25%2025-09-302025-10-14

Adobe Inc Adobe Inc5.0K shares-7.44%2025-09-302025-10-14

INTU INTUIT2.5K sharesnew addition2025-09-302025-10-14

Sponsored

VEEV VEEVA SYS INC5.5K shares0.07%2025-09-302025-10-14

MPWR MONOLITHIC PWR SYS INC1.8K shares-0.45%2025-09-302025-10-14

Blackstone Inc Blackstone Inc9.4K sharesnew addition2025-09-302025-10-14

FLR FLUOR CORP NEW37.5K shares-0.34%2025-09-302025-10-14

VNQ VANGUARD INDEX FDS16.8K shares-7.46%2025-09-302025-10-14

Linde PLC Linde PLC3.1K shares1.30%2025-09-302025-10-14

VEU VANGUARD INTL EQUITY INDEX F20.6K shares0.00%2025-09-302025-10-14

SPDR S&P Dividend ETF SPDR S&P Dividend ETF10.3K shares-5.60%2025-09-302025-10-14

Sponsored

Spotify Technology SA Spotify Technology SA2.0K shares-0.44%2025-09-302025-10-14

SHY ISHARES TR17.0K shares-7.38%2025-09-302025-10-14

Zoetis Inc Class A Zoetis Inc Class A9.3K shares-0.65%2025-09-302025-10-14

CASY CASEYS GEN STORES INC2.3K shares-1.03%2025-09-302025-10-14

Pacer US Cash Cows 100 ETF Pacer US Cash Cows 100 ETF22.6K shares-5.32%2025-09-302025-10-14

Goldman Sachs Group Inc Goldman Sachs Group Inc1.6K shares68.89%2025-09-302025-10-14

Vistra Corp Vistra Corp6.3K shares-0.36%2025-09-302025-10-14

VYM VANGUARD WHITEHALL FDS8.7K shares-6.00%2025-09-302025-10-14

Sponsored

American Tower Corp American Tower Corp6.2K shares2.23%2025-09-302025-10-14

Capital One Financial Corp Capital One Financial Corp5.6K shares-0.81%2025-09-302025-10-14

BlackRock Inc BlackRock Inc983 shares-0.91%2025-09-302025-10-14

IVV ISHARES TR1.5K shares-4.73%2025-09-302025-10-14

IEV ISHARES TR15.3K shares0.00%2025-09-302025-10-14

WisdomTree US MidCap Dividend WisdomTree US MidCap Dividend18.5K shares-5.10%2025-09-302025-10-14

BSX BOSTON SCIENTIFIC CORP9.2K shares-0.98%2025-09-302025-10-14

CME Group Inc Class A CME Group Inc Class A3.3K shares13.21%2025-09-302025-10-14

Sponsored

YUM YUM BRANDS INC5.8K shares-1.52%2025-09-302025-10-14

Vertiv Holdings Co Cl A Vertiv Holdings Co Cl A5.7K shares-0.61%2025-09-302025-10-14

Hilton Worldwide Holdings Inc Hilton Worldwide Holdings Inc3.3K shares1.17%2025-09-302025-10-14

IYR ISHARES TR8.5K shares-5.25%2025-09-302025-10-14

KKR & Co Inc KKR & Co Inc6.3K shares89.04%2025-09-302025-10-14

Invesco BulletShares 2025 Corp Invesco BulletShares 2025 Corp39.3K shares-5.46%2025-09-302025-10-14

Sharkninja Inc Sharkninja Inc7.7K shares-17.37%2025-09-302025-10-14

iShares MSCI Japan ETF iShares MSCI Japan ETF9.8K shares0.00%2025-09-302025-10-14

Sponsored

Zurn Elkay Water Solutions Cor Zurn Elkay Water Solutions Cor16.5K sharesnew addition2025-09-302025-10-14

LYV LIVE NATION ENTERTAINMENT IN4.7K shares7.09%2025-09-302025-10-14

CVNA CARVANA CO2.0K shares7.05%2025-09-302025-10-14

Draftkings Inc Com Cl A Draftkings Inc Com Cl A19.9K shares-0.84%2025-09-302025-10-14

Invesco BulletShares 2026 Corp Invesco BulletShares 2026 Corp35.2K shares-5.54%2025-09-302025-10-14

BWX Technologies Inc BWX Technologies Inc3.6K sharesnew addition2025-09-302025-10-14

Invesco High Yield Eq Div Achi Invesco High Yield Eq Div Achi31.2K shares-4.95%2025-09-302025-10-14

HWM HOWMET AEROSPACE INC3.3K sharesnew addition2025-09-302025-10-14

Sponsored

Quanta Services Inc Quanta Services Inc1.6K shares-0.76%2025-09-302025-10-14

Invesco International Div Achi Invesco International Div Achi30.3K shares-5.58%2025-09-302025-10-14

Invesco KBW Bank ETF Invesco KBW Bank ETF8.2K shares-5.57%2025-09-302025-10-14

XYZ BLOCK INC8.7K shares-0.40%2025-09-302025-10-14

TLH ISHARES TR5.8K shares-6.02%2025-09-302025-10-14

LQD ISHARES TR5.0K shares-5.66%2025-09-302025-10-14

Energy Select Sector SPDR ETF Energy Select Sector SPDR ETF5.9K shares-5.78%2025-09-302025-10-14

IVW ISHARES TR4.3K shares-12.23%2025-09-302025-10-14

Sponsored

TMO THERMO FISHER SCIENTIFIC INC1.1K shares0.00%2025-09-302025-10-14

Twilio Inc A Twilio Inc A4.9K shares-0.71%2025-09-302025-10-14

Pacer Benchmark Data&Infras RE Pacer Benchmark Data&Infras RE15.4K shares-5.35%2025-09-302025-10-14

iShares 0-5 Year High Yield Co iShares 0-5 Year High Yield Co11.0K shares-5.26%2025-09-302025-10-14

ROK ROCKWELL AUTOMATION INC1.4K shares-8.39%2025-09-302025-10-14

MSTR MICROSTRATEGY INC1.5K shares-0.54%2025-09-302025-10-14

JXI ISHARES TR5.9K shares-5.45%2025-09-302025-10-14

BELFB BEL FUSE INC3.2K sharesnew addition2025-09-302025-10-14

Sponsored

DE DEERE & CO994 shares0.00%2025-09-302025-10-14

AMAT APPLIED MATLS INC2.2K shares-76.88%2025-09-302025-10-14

SPDR Wells Fargo Preferred St SPDR Wells Fargo Preferred St13.5K shares-5.32%2025-09-302025-10-14

Vanguard Communication Service Vanguard Communication Service2.4K shares-5.45%2025-09-302025-10-14

TER TERADYNE INC3.1K shares0.00%2025-09-302025-10-14

SPDR S&P 500 ETF Trust SPDR S&P 500 ETF Trust605 shares-7.63%2025-09-302025-10-14

iShares Core MSCI EAFE ETF iShares Core MSCI EAFE ETF4.6K shares0.00%2025-09-302025-10-14

PayPal Holdings Inc PayPal Holdings Inc5.8K shares-53.74%2025-09-302025-10-14

Sponsored

IWV ISHARES TR988 shares0.00%2025-09-302025-10-14

FI FISERV INC2.9K shares-66.59%2025-09-302025-10-14

United Therapeutics Corp United Therapeutics Corp875 shares0.00%2025-09-302025-10-14

VYMI VANGUARD WHITEHALL FDS4.0K shares-5.00%2025-09-302025-10-14

CDNS CADENCE DESIGN SYSTEM INC954 shares0.00%2025-09-302025-10-14

PFF ISHARES TR10.4K shares-5.56%2025-09-302025-10-14

Cisco Systems Inc Cisco Systems Inc4.7K shares0.00%2025-09-302025-10-14

Regions Financial Corp Regions Financial Corp11.6K sharesnew addition2025-09-302025-10-14

Sponsored

CVLT COMMVAULT SYS INC1.6K sharesnew addition2025-09-302025-10-14

HACK AMPLIFY ETF TR3.5K shares0.00%2025-09-302025-10-14

FFIV F5 INC875 sharesnew addition2025-09-302025-10-14

First Trust Dow Jones Internet First Trust Dow Jones Internet1.0K shares0.00%2025-09-302025-10-14

DHR DANAHER CORPORATION1.4K shares0.00%2025-09-302025-10-14

MongoDB Inc Cl A MongoDB Inc Cl A882 sharesnew addition2025-09-302025-10-14

Global X Social Media ETF Global X Social Media ETF4.5K shares0.00%2025-09-302025-10-14

WMB WILLIAMS COS INC4.1K shares0.15%2025-09-302025-10-14

Sponsored

Seagate Technology Hldngs PLC Seagate Technology Hldngs PLC1.1K sharesnew addition2025-09-302025-10-14

QCOM QUALCOMM INC1.4K shares0.00%2025-09-302025-10-14

VGK VANGUARD INTL EQUITY INDEX F2.9K shares0.00%2025-09-302025-10-14

SPDR Nuveen Bloomberg ST MunB SPDR Nuveen Bloomberg ST MunB4.7K shares0.00%2025-09-302025-10-14

DIS DISNEY WALT CO2.0K shares0.00%2025-09-302025-10-14

MAR MARRIOTT INTL INC NEW820 shares0.00%2025-09-302025-10-14

SUSA ISHARES TR1.5K sharesnew addition2025-09-302025-10-14

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available