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Globalt Investments Llc Ga

Portfolio Manager
Globalt Investments LLC Ga
Performance
-1.62% (2026 Q1)
AUM (13F)
$2.80B
# of Holdings
202
Performance Rank
Allocation (Top 20)
75.08%

Globalt Investments Llc Ga Holdings Map

Top 50 Globalt Investments Llc Ga Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
IWF
ISHARES TR
14.3%940.6K$401.1M
+3.77%(+34.21K)
2025-Q1: 967.4K shares2025-Q2: 937.9K shares2025-Q3: 913.6K shares2025-Q4: 906.4K shares2026-Q1: 940.6K shares
$291.07(-57.27%)
2026-03-31
IWD
ISHARES TR
13.33%1.75M$373.7M
+3.70%(+62.42K)
2025-Q1: 1.78M shares2025-Q2: 1.73M shares2025-Q3: 1.70M shares2025-Q4: 1.69M shares2026-Q1: 1.75M shares
$160.47(+44.68%)
2026-03-31
SPTS
SPDR SERIES TRUST
10.55%10.14M$295.8M
+128.37%(+5.70M)
2025-Q1: 4.14M shares2025-Q2: 4.54M shares2025-Q3: 4.46M shares2025-Q4: 4.44M shares2026-Q1: 10.14M shares
$29.15(-0.51%)
2026-03-31
SPTI
SPDR SERIES TRUST
6.06%5.92M$169.8M
+5.38%(+302.58K)
2025-Q1: 3.25M shares2025-Q2: 5.69M shares2025-Q3: 5.59M shares2025-Q4: 5.62M shares2026-Q1: 5.92M shares
$28.40(-0.65%)
2026-03-31
SPTL
SPDR SERIES TRUST
5.22%5.56M$146.3M
+9.60%(+487.58K)
2025-Q1: 5.44M shares2025-Q2: 5.28M shares2025-Q3: 5.24M shares2025-Q4: 5.08M shares2026-Q1: 5.56M shares
$27.52(-7.52%)
2026-03-31
XLU
SELECT SECTOR SPDR TR
2.84%1.73M$79.5M
+3.41%(+57.20K)
2025-Q1: 0 shares2025-Q2: 426.5K shares2025-Q3: 421.8K shares2025-Q4: 1.68M shares2026-Q1: 1.73M shares
$41.52(+5.65%)
2026-03-31
IBTH
ISHARES TR
2.4%3.00M$67.3M
+5.95%(+168.38K)
2025-Q1: 2.95M shares2025-Q2: 2.88M shares2025-Q3: 2.83M shares2025-Q4: 2.83M shares2026-Q1: 3.00M shares
$22.14(+1.07%)
2026-03-31
GLD
SPDR GOLD TR
2.27%147.9K$63.6M
-29.79%(-62.75K)
2025-Q1: 496.5K shares2025-Q2: 308.2K shares2025-Q3: 303.3K shares2025-Q4: 210.6K shares2026-Q1: 147.9K shares
$181.36(+130.09%)
2026-03-31
IWM
ISHARES TR
2.2%248.7K$61.7M
+1.50%(+3.67K)
2025-Q1: 278.2K shares2025-Q2: 263.7K shares2025-Q3: 245.5K shares2025-Q4: 245.1K shares2026-Q1: 248.7K shares
$190.74(+45.54%)
2026-03-31
IBTO
ISHARES TR
2.1%2.41M$58.8M
+6.47%(+146.57K)
2025-Q1: 2.40M shares2025-Q2: 2.32M shares2025-Q3: 2.27M shares2025-Q4: 2.26M shares2026-Q1: 2.41M shares
$24.38(-1.89%)
2026-03-31

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