GLOBALT Investments LLC / GA
203 holdingsFiling period: 2026-03-31Current AUM: $3.01Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | IWF | ISHARES TR | 940.6K | $401.1M | $445.2M | 14.81% | +34.2K | 2026-03-31 |
| 2 | IWD | ISHARES TR | 1.75M | $373.7M | $440.5M | 14.65% | +62.4K | 2026-03-31 |
| 3 | SPTS | SPDR SERIES TRUST | 10.14M | $295.8M | $293.5M | 9.76% | -- | 2026-03-31 |
| 4 | SPTI | SPDR SERIES TRUST | 5.92M | $169.8M | $166.4M | 5.53% | -- | 2026-03-31 |
| 5 | SPTL | SPDR SERIES TRUST | 5.56M | $146.3M | $139.5M | 4.64% | -- | 2026-03-31 |
| 6 | XLU | SELECT SECTOR SPDR TR | 1.73M | $79.5M | $76.9M | 2.56% | -- | 2026-03-31 |
| 7 | IBTH | ISHARES TR | 3.00M | $67.3M | $67.1M | 2.23% | -- | 2026-03-31 |
| 8 | GLD | SPDR GOLD TR | 147.9K | $63.6M | $54.9M | 1.83% | -- | 2026-03-31 |
| 9 | IWM | ISHARES TR | 248.7K | $61.7M | $72.4M | 2.41% | +3.7K | 2026-03-31 |
| 10 | IBTO | ISHARES TR | 2.41M | $58.8M | $57.3M | 1.91% | -- | 2026-03-31 |
| 11 | CWI | SPDR INDEX SHS FDS | 1.48M | $54.0M | $59.4M | 1.98% | -- | 2026-03-31 |
| 12 | VIG | VANGUARD SPECIALIZED FUNDS | 243.2K | $52.3M | $58.2M | 1.93% | +2.4K | 2026-03-31 |
| 13 | SPTB | SPDR SERIES TRUST | 1.66M | $50.2M | $49.2M | 1.64% | -- | 2026-03-31 |
| 14 | GDX | VANECK ETF TRUST | 491.2K | $45.1M | $36.4M | 1.21% | -- | 2026-03-31 |
| 15 | IWS | ISHARES TR | 252.9K | $36.9M | $42.3M | 1.41% | +17.7K | 2026-03-31 |
| 16 | VGIT | VANGUARD SCOTTSDALE FDS | 568.7K | $33.9M | $33.2M | 1.10% | -- | 2026-03-31 |
| 17 | AAPL | APPLE INC | 128.8K | $32.7M | $39.8M | 1.32% | +7.1K | 2026-03-31 |
| 18 | GOOGL | ALPHABET INC | 98.4K | $28.3M | $35.0M | 1.17% | -- | 2026-03-31 |
| 19 | VWO | VANGUARD INTL EQUITY INDEX F | 503.0K | $27.2M | $29.6M | 0.98% | +20.6K | 2026-03-31 |
| 20 | MSFT | MICROSOFT CORP | 71.3K | $26.4M | $33.1M | 1.10% | +732 | 2026-03-31 |
| 21 | NVDA | NVIDIA CORPORATION | 141.7K | $24.7M | $28.4M | 0.95% | -- | 2026-03-31 |
| 22 | AVGO | BROADCOM INC | 77.6K | $24.0M | $30.2M | 1.00% | -- | 2026-03-31 |
| 23 | AMZN | AMAZON COM INC | 114.0K | $23.7M | $31.0M | 1.03% | +13.2K | 2026-03-31 |
| 24 | JPM | JPMORGAN CHASE & CO | 65.7K | $19.3M | $23.1M | 0.77% | -- | 2026-03-31 |
| 25 | SLV | ISHARES SILVER TR | 230.4K | $15.7M | $12.1M | 0.40% | -- | 2026-03-31 |
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