The Analysis of GLOBALT Investments LLC / GA's Holdings

Currently, GLOBALT Investments LLC / GA holds 204 types of securities in its portfolio with a total value $2.7B. In the most recent quarter, they have increased their positions in N/A (+1.3M shares, valued at $53.5M), N/A (+42.3K shares, valued at $4.0M), N/A (+30.6K shares, valued at $3.7M); decreased their positions in N/A (-92.6K shares, valued at $36.7M), N/A (-373.8K shares, valued at $32.1M), DRI (-40.4K shares, valued at $7.4M); initiated new positions in HAS (+35.6K shares, valued at $2.9M), CMI (+5.7K shares, valued at $2.9M), N/A (+34.4K shares, valued at $1.0M).

Top Holding Treemap

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

IWF ISHARES TR906.4K shares-0.79%2025-12-312026-02-06

IWD ISHARES TR1.7M shares-0.98%2025-12-312026-02-06

SPDR Portfolio Intermediate Te SPDR Portfolio Intermediate Te5.6M shares0.59%2025-12-312026-02-06

SPDR Portfolio Long Term Trea SPDR Portfolio Long Term Trea5.1M shares-3.11%2025-12-312026-02-06

SPDR Portfolio Short Term Trea SPDR Portfolio Short Term Trea4.4M shares-0.37%2025-12-312026-02-06

SPDR Gold Shares SPDR Gold Shares210.6K shares-30.54%2025-12-312026-02-06

The Utilities Select Sector SP The Utilities Select Sector SP1.7M shares297.37%2025-12-312026-02-06

iShares iBonds Dec 2027 Term T iShares iBonds Dec 2027 Term T2.8M shares-0.11%2025-12-312026-02-06

Sponsored

VanEck Gold Miners ETF VanEck Gold Miners ETF707.0K shares-34.58%2025-12-312026-02-06

IWM ISHARES TR245.1K shares-0.19%2025-12-312026-02-06

iShares Silver Trust iShares Silver Trust887.8K shares0.29%2025-12-312026-02-06

iShares iBonds Dec 2033 Term T iShares iBonds Dec 2033 Term T2.3M shares-0.17%2025-12-312026-02-06

VIG VANGUARD SPECIALIZED FUNDS240.8K shares-0.87%2025-12-312026-02-06

IWP ISHARES TR380.0K shares-1.03%2025-12-312026-02-06

SPDR MSCI ACWI ex-US ETF SPDR MSCI ACWI ex-US ETF1.4M shares-0.30%2025-12-312026-02-06

SPDR Portfolio Treasury ETF SPDR Portfolio Treasury ETF1.6M shares-0.21%2025-12-312026-02-06

Sponsored

MSFT MICROSOFT CORP70.5K shares-2.76%2025-12-312026-02-06

IWS ISHARES TR235.2K shares-1.38%2025-12-312026-02-06

AAPL APPLE INC121.7K shares-3.23%2025-12-312026-02-06

Vanguard Intmdt-Term Trs ETF Vanguard Intmdt-Term Trs ETF535.1K shares-0.75%2025-12-312026-02-06

Broadcom Inc Broadcom Inc87.7K shares-2.80%2025-12-312026-02-06

Alphabet Inc A Alphabet Inc A95.8K shares9.57%2025-12-312026-02-06

NVIDIA Corp NVIDIA Corp140.1K shares-5.28%2025-12-312026-02-06

VWO VANGUARD INTL EQUITY INDEX F482.4K shares-0.45%2025-12-312026-02-06

Sponsored

AMZN AMAZON COM INC100.8K shares18.41%2025-12-312026-02-06

JPMorgan Chase & Co JPMorgan Chase & Co68.0K shares-3.14%2025-12-312026-02-06

LLY ELI LILLY & CO14.4K shares13.90%2025-12-312026-02-06

Meta Platforms Inc Cl A Meta Platforms Inc Cl A19.9K shares-3.20%2025-12-312026-02-06

BAC BANK AMERICA CORP235.8K shares8.94%2025-12-312026-02-06

TJX TJX COS INC NEW84.4K shares3.06%2025-12-312026-02-06

EFA ISHARES TR133.9K shares-0.12%2025-12-312026-02-06

JNJ JOHNSON & JOHNSON54.8K shares-1.40%2025-12-312026-02-06

Sponsored

MU MICRON TECHNOLOGY INC39.7K shares-25.54%2025-12-312026-02-06

WMT WALMART INC101.4K shares-2.73%2025-12-312026-02-06

WFC WELLS FARGO CO NEW120.6K shares-1.95%2025-12-312026-02-06

MS MORGAN STANLEY61.1K shares-2.49%2025-12-312026-02-06

EEM ISHARES TR190.3K shares0.00%2025-12-312026-02-06

AT&T Inc AT&T Inc369.7K shares-3.72%2025-12-312026-02-06

Exxon Mobil Corp Exxon Mobil Corp74.6K shares69.69%2025-12-312026-02-06

Eaton Corp PLC Eaton Corp PLC27.7K shares-2.94%2025-12-312026-02-06

Sponsored

ABT ABBOTT LABS69.7K shares-3.31%2025-12-312026-02-06

AMGN AMGEN INC25.9K shares25.38%2025-12-312026-02-06

EMR EMERSON ELEC CO63.9K shares-2.25%2025-12-312026-02-06

Enbridge Inc Enbridge Inc175.8K shares-2.13%2025-12-312026-02-06

ACWX ISHARES TR125.1K shares0.00%2025-12-312026-02-06

Waste Management Inc Waste Management Inc38.2K shares-2.69%2025-12-312026-02-06

CITIGROUP INC CITIGROUP INC67.4K shares-3.64%2025-12-312026-02-06

KO COCA COLA CO111.9K shares-2.25%2025-12-312026-02-06

Sponsored

ADI ANALOG DEVICES INC28.6K shares-1.36%2025-12-312026-02-06

Duke Energy Corp Duke Energy Corp65.5K shares14.16%2025-12-312026-02-06

GLW CORNING INC84.6K shares-3.23%2025-12-312026-02-06

TLT ISHARES TR84.4K shares56.69%2025-12-312026-02-06

Mastercard Inc A Mastercard Inc A12.5K shares-2.73%2025-12-312026-02-06

GILD GILEAD SCIENCES INC55.5K shares14.62%2025-12-312026-02-06

UNP UNION PAC CORP27.8K shares-2.28%2025-12-312026-02-06

Visa Inc Class A Visa Inc Class A18.2K shares-3.75%2025-12-312026-02-06

Sponsored

SO SOUTHERN CO72.0K shares-4.07%2025-12-312026-02-06

Merck & Co Inc Merck & Co Inc59.4K shares-1.65%2025-12-312026-02-06

Verizon Communications Inc Verizon Communications Inc152.5K shares-3.31%2025-12-312026-02-06

CVX CHEVRON CORP NEW40.4K shares-3.35%2025-12-312026-02-06

ADP AUTOMATIC DATA PROCESSING IN23.7K shares-2.14%2025-12-312026-02-06

IWX ISHARES TR65.2K shares-2.18%2025-12-312026-02-06

AZN ASTRAZENECA PLC62.4K shares-2.59%2025-12-312026-02-06

NextEra Energy Inc NextEra Energy Inc71.1K shares11.34%2025-12-312026-02-06

Sponsored

AbbVie Inc AbbVie Inc24.9K shares-3.33%2025-12-312026-02-06

CTAS CINTAS CORP30.2K shares-2.24%2025-12-312026-02-06

TXN TEXAS INSTRS INC31.6K shares-3.55%2025-12-312026-02-06

ARISTA NETWORKS INC ARISTA NETWORKS INC41.6K shares-2.67%2025-12-312026-02-06

IBM INTERNATIONAL BUSINESS MACHS18.3K shares19.08%2025-12-312026-02-06

PG PROCTER AND GAMBLE CO37.2K shares-5.51%2025-12-312026-02-06

Tesla Inc Tesla Inc11.1K shares-1.43%2025-12-312026-02-06

KR KROGER CO78.9K shares-4.45%2025-12-312026-02-06

Sponsored

LMT LOCKHEED MARTIN CORP10.2K shares-2.69%2025-12-312026-02-06

DAL DELTA AIR LINES INC DEL69.7K shares-2.03%2025-12-312026-02-06

Palantir Technologies Inc Cl A Palantir Technologies Inc Cl A27.2K shares-1.08%2025-12-312026-02-06

Dell Technologies Inc Cl C Dell Technologies Inc Cl C37.8K shares-2.17%2025-12-312026-02-06

GPC GENUINE PARTS CO37.1K shares-2.24%2025-12-312026-02-06

VIRT VIRTU FINL INC133.8K shares-7.17%2025-12-312026-02-06

Netflix Inc Netflix Inc47.3K shares832.61%2025-12-312026-02-06

Travelers Companies Inc Travelers Companies Inc15.2K shares-3.07%2025-12-312026-02-06

Sponsored

NEM NEWMONT CORP43.9K shares-3.47%2025-12-312026-02-06

TKO Group Holdings Inc Cl A TKO Group Holdings Inc Cl A20.9K shares-2.30%2025-12-312026-02-06

PM PHILIP MORRIS INTL INC27.2K shares-4.37%2025-12-312026-02-06

Intuitive Surgical Inc Intuitive Surgical Inc7.5K shares-3.58%2025-12-312026-02-06

KLAC KLA CORP3.5K shares8.26%2025-12-312026-02-06

Uber Technologies Inc Uber Technologies Inc48.3K shares-3.76%2025-12-312026-02-06

ECL ECOLAB INC14.0K shares-5.22%2025-12-312026-02-06

Altria Group Inc Altria Group Inc63.7K shares-2.81%2025-12-312026-02-06

Sponsored

HP Inc HP Inc161.3K shares-3.99%2025-12-312026-02-06

HD HOME DEPOT INC10.0K shares-1.56%2025-12-312026-02-06

MDLZ MONDELEZ INTL INC63.1K shares-2.97%2025-12-312026-02-06

Oracle Corp Oracle Corp17.4K shares-3.83%2025-12-312026-02-06

IOO ISHARES TR26.4K shares0.00%2025-12-312026-02-06

SYK STRYKER CORPORATION9.4K shares-47.82%2025-12-312026-02-06

Applovin Corp Cl A Applovin Corp Cl A4.9K shares-8.38%2025-12-312026-02-06

MCD MCDONALDS CORP9.8K shares-3.27%2025-12-312026-02-06

Sponsored

HAS HASBRO INC35.6K sharesnew addition2025-12-312026-02-06

CMI CUMMINS INC5.7K sharesnew addition2025-12-312026-02-06

O'Reilly Automotive Inc O'Reilly Automotive Inc31.5K shares-3.74%2025-12-312026-02-06

MSI MOTOROLA SOLUTIONS INC7.4K shares-51.12%2025-12-312026-02-06

HOOD ROBINHOOD MKTS INC24.9K shares-9.71%2025-12-312026-02-06

Alphabet Inc Class C Alphabet Inc Class C8.8K shares-1.49%2025-12-312026-02-06

iShares US Treasury Bond ETF iShares US Treasury Bond ETF118.1K shares0.00%2025-12-312026-02-06

Seagate Technology Hldngs PLC Seagate Technology Hldngs PLC9.8K shares820.75%2025-12-312026-02-06

Sponsored

USIG ISHARES TR50.1K shares-1.77%2025-12-312026-02-06

WisdomTree US Quality Dividend WisdomTree US Quality Dividend28.6K shares-1.97%2025-12-312026-02-06

Equinix Inc Equinix Inc3.3K shares-31.09%2025-12-312026-02-06

AXP AMERICAN EXPRESS CO6.5K shares-1.96%2025-12-312026-02-06

ADSK AUTODESK INC7.7K shares2.81%2025-12-312026-02-06

SCHO SCHWAB STRATEGIC TR91.7K shares-3.12%2025-12-312026-02-06

Vertex Pharmaceuticals Inc Vertex Pharmaceuticals Inc4.7K shares-0.61%2025-12-312026-02-06

HON HONEYWELL INTL INC11.0K shares-2.94%2025-12-312026-02-06

Sponsored

PANW PALO ALTO NETWORKS INC11.6K shares-3.07%2025-12-312026-02-06

Costco Wholesale Corp Costco Wholesale Corp2.2K shares-21.73%2025-12-312026-02-06

UnitedHealth Group Inc UnitedHealth Group Inc5.2K shares-0.29%2025-12-312026-02-06

Samsara Inc Cl A Samsara Inc Cl A47.9K shares-3.90%2025-12-312026-02-06

INTU INTUIT2.5K shares-0.84%2025-12-312026-02-06

Royal Caribbean Group Royal Caribbean Group5.5K shares-8.21%2025-12-312026-02-06

VEU VANGUARD INTL EQUITY INDEX F20.6K shares0.00%2025-12-312026-02-06

MPWR MONOLITHIC PWR SYS INC1.7K shares-5.13%2025-12-312026-02-06

Sponsored

VNQ VANGUARD INDEX FDS16.8K shares0.00%2025-12-312026-02-06

FLR FLUOR CORP NEW37.1K shares-0.91%2025-12-312026-02-06

SPDR S&P Dividend ETF SPDR S&P Dividend ETF10.1K shares-2.06%2025-12-312026-02-06

SHY ISHARES TR16.8K shares-1.21%2025-12-312026-02-06

Capital One Financial Corp Capital One Financial Corp5.6K shares-1.19%2025-12-312026-02-06

Pacer US Cash Cows 100 ETF Pacer US Cash Cows 100 ETF22.2K shares-1.80%2025-12-312026-02-06

Goldman Sachs Group Inc Goldman Sachs Group Inc1.4K shares-7.97%2025-12-312026-02-06

VYM VANGUARD WHITEHALL FDS8.6K shares-1.87%2025-12-312026-02-06

Sponsored

VEEV VEEVA SYS INC5.4K shares-1.28%2025-12-312026-02-06

Linde PLC Linde PLC2.8K shares-10.42%2025-12-312026-02-06

CASY CASEYS GEN STORES INC2.1K shares-9.07%2025-12-312026-02-06

American Tower Corp American Tower Corp6.4K shares3.02%2025-12-312026-02-06

Zoetis Inc Class A Zoetis Inc Class A8.6K shares-7.82%2025-12-312026-02-06

Blackstone Inc Blackstone Inc6.9K shares-26.13%2025-12-312026-02-06

IEV ISHARES TR15.3K shares0.00%2025-12-312026-02-06

SPDR Portfolio Short Term Cor SPDR Portfolio Short Term Cor34.4K sharesnew addition2025-12-312026-02-06

Sponsored

IVV ISHARES TR1.5K shares0.00%2025-12-312026-02-06

Spotify Technology SA Spotify Technology SA1.8K shares-13.90%2025-12-312026-02-06

BlackRock Inc BlackRock Inc896 shares-8.85%2025-12-312026-02-06

WisdomTree US MidCap Dividend WisdomTree US MidCap Dividend18.2K shares-1.51%2025-12-312026-02-06

Vistra Corp Vistra Corp5.6K shares-11.61%2025-12-312026-02-06

Hilton Worldwide Holdings Inc Hilton Worldwide Holdings Inc3.1K shares-6.32%2025-12-312026-02-06

CME Group Inc Class A CME Group Inc Class A3.0K shares-9.56%2025-12-312026-02-06

YUM YUM BRANDS INC5.4K shares-6.95%2025-12-312026-02-06

Sponsored

BSX BOSTON SCIENTIFIC CORP8.4K shares-9.51%2025-12-312026-02-06

iShares MSCI Japan ETF iShares MSCI Japan ETF9.8K shares0.00%2025-12-312026-02-06

CVNA CARVANA CO1.9K shares-6.89%2025-12-312026-02-06

IYR ISHARES TR8.4K shares-2.04%2025-12-312026-02-06

Sharkninja Inc Sharkninja Inc7.0K shares-8.60%2025-12-312026-02-06

CBRE Group Inc CBRE Group Inc4.4K sharesnew addition2025-12-312026-02-06

Vanguard Short-Term Treasury E Vanguard Short-Term Treasury E12.0K sharesnew addition2025-12-312026-02-06

Zurn Elkay Water Solutions Cor Zurn Elkay Water Solutions Cor15.1K shares-8.30%2025-12-312026-02-06

Sponsored

Vertiv Holdings Co Cl A Vertiv Holdings Co Cl A4.3K shares-24.45%2025-12-312026-02-06

Invesco KBW Bank ETF Invesco KBW Bank ETF8.1K shares-1.90%2025-12-312026-02-06

Invesco BulletShares 2026 Corp Invesco BulletShares 2026 Corp34.4K shares-2.30%2025-12-312026-02-06

Invesco International Div Achi Invesco International Div Achi29.7K shares-1.88%2025-12-312026-02-06

Twilio Inc A Twilio Inc A4.5K shares-7.64%2025-12-312026-02-06

Invesco High Yield Eq Div Achi Invesco High Yield Eq Div Achi30.8K shares-1.33%2025-12-312026-02-06

ROK ROCKWELL AUTOMATION INC1.6K shares18.10%2025-12-312026-02-06

LYV LIVE NATION ENTERTAINMENT IN4.4K shares-7.24%2025-12-312026-02-06

Sponsored

HWM HOWMET AEROSPACE INC3.0K shares-8.65%2025-12-312026-02-06

TMO THERMO FISHER SCIENTIFIC INC1.1K shares0.00%2025-12-312026-02-06

TER TERADYNE INC3.1K shares0.00%2025-12-312026-02-06

Quanta Services Inc Quanta Services Inc1.4K shares-9.68%2025-12-312026-02-06

DRI DARDEN RESTAURANTS INC3.2K shares-92.59%2025-12-312026-02-06

BWX Technologies Inc BWX Technologies Inc3.3K shares-8.70%2025-12-312026-02-06

TLH ISHARES TR5.6K shares-3.43%2025-12-312026-02-06

AMAT APPLIED MATLS INC2.2K shares0.00%2025-12-312026-02-06

Sponsored

LQD ISHARES TR4.8K shares-3.26%2025-12-312026-02-06

Energy Select Sector SPDR ETF Energy Select Sector SPDR ETF11.6K shares96.46%2025-12-312026-02-06

IVW ISHARES TR4.2K shares-3.49%2025-12-312026-02-06

BELFB BEL FUSE INC2.9K shares-9.73%2025-12-312026-02-06

GE AEROSPACE GE AEROSPACE1.5K sharesnew addition2025-12-312026-02-06

DE DEERE & CO994 shares0.00%2025-12-312026-02-06

iShares 0-5 Year High Yield Co iShares 0-5 Year High Yield Co10.8K shares-2.37%2025-12-312026-02-06

JXI ISHARES TR5.8K shares-2.39%2025-12-312026-02-06

Sponsored

Vanguard Communication Service Vanguard Communication Service2.3K shares-3.07%2025-12-312026-02-06

Pacer Benchmark Data&Infras RE Pacer Benchmark Data&Infras RE15.1K shares-2.18%2025-12-312026-02-06

United Therapeutics Corp United Therapeutics Corp875 shares0.00%2025-12-312026-02-06

SPDR Wells Fargo Preferred St SPDR Wells Fargo Preferred St13.1K shares-3.41%2025-12-312026-02-06

iShares Core MSCI EAFE ETF iShares Core MSCI EAFE ETF4.6K shares0.00%2025-12-312026-02-06

SPDR S&P 500 ETF Trust SPDR S&P 500 ETF Trust575 shares-4.96%2025-12-312026-02-06

Cisco Systems Inc Cisco Systems Inc5.1K shares7.35%2025-12-312026-02-06

Adobe Inc Adobe Inc1.1K shares-77.95%2025-12-312026-02-06

Sponsored

USFD US FOODS HLDG CORP4.9K sharesnew addition2025-12-312026-02-06

MongoDB Inc Cl A MongoDB Inc Cl A878 shares-0.45%2025-12-312026-02-06

VYMI VANGUARD WHITEHALL FDS3.9K shares-2.84%2025-12-312026-02-06

DHR DANAHER CORPORATION1.4K shares0.00%2025-12-312026-02-06

PayPal Holdings Inc PayPal Holdings Inc5.4K shares-7.65%2025-12-312026-02-06

PFF ISHARES TR10.0K shares-3.59%2025-12-312026-02-06

CDNS CADENCE DESIGN SYSTEM INC954 shares0.00%2025-12-312026-02-06

HACK AMPLIFY ETF TR3.5K shares0.00%2025-12-312026-02-06

Sponsored

First Trust Dow Jones Internet First Trust Dow Jones Internet1.0K shares0.00%2025-12-312026-02-06

NRG NRG ENERGY INC1.6K sharesnew addition2025-12-312026-02-06

MAS MASCO CORP4.1K shares-87.31%2025-12-312026-02-06

MAR MARRIOTT INTL INC NEW820 shares0.00%2025-12-312026-02-06

Global X Social Media ETF Global X Social Media ETF4.5K shares0.00%2025-12-312026-02-06

QCOM QUALCOMM INC1.4K shares0.00%2025-12-312026-02-06

IWV ISHARES TR612 shares-38.06%2025-12-312026-02-06

WMB WILLIAMS COS INC3.9K shares-5.07%2025-12-312026-02-06

Sponsored

SPDR Nuveen Bloomberg ST MunB SPDR Nuveen Bloomberg ST MunB4.7K shares0.00%2025-12-312026-02-06

DIS DISNEY WALT CO2.0K shares0.00%2025-12-312026-02-06

XYZ BLOCK INC3.4K shares-61.30%2025-12-312026-02-06

SUSA ISHARES TR1.5K shares-0.74%2025-12-312026-02-06

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available