GLOBALT Investments LLC / GA

13F filer, CIK 2011891, Atlanta, GA

GLOBALT Investments LLC / GA reported $2,669,599,370 across 201 holdings for the quarter ended 2024-09-30, in a 13F-HR filed 2024-11-07. Its ten largest share positions make up 62.01% of the portfolio.

Filed 2024-11-07 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC13F-HR 0001951368-24-000003

Period: 2024-09-30
Reported value: $2.67B
Holdings: 201
Top 10 weight: 62.01%
New: 11
Sold out: 14

Largest buys vs the previous quarter

Security	Shares change	Approx. value
SPTSadded	+4,548,662	$134M
AVGOadded	+113,201	$19.5M
WFCnew	+102,029	$5.76M
CTASadded	+25,094	$5.17M
DELLnew	+41,650	$4.94M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

Security	Shares change	Approx. value
SPYGexited	-392,009	-$31.4M
IWFreduced	-45,532	-$17.1M
IWDreduced	-81,407	-$15.5M
TRVreduced	-37,411	-$8.76M
GLDreduced	-27,419	-$6.66M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q3 2024

Share positions as resolved from 13F-HR 0001951368-24-000003, largest first. % of portfolio is the value over $2,669,599,370, the sum of the share positions whose value is usable for ratios (method).

Security	Shares	Value	% of portfolio	Change	Timeline
IWFISHARES TR	1,101,234	$413M	15.48%	-45,532	Timeline
IWDISHARES TR	1,883,364	$357M	13.39%	-81,407	Timeline
SPTSSPDR SERIES TRUST	9,244,383	$272M	10.18%	+4,548,662	Timeline
GLDSPDR GOLD TR	607,321	$148M	5.53%	-27,419	Timeline
IWPISHARES TR	878,778	$103M	3.86%	-36,788	Timeline
SPTISPDR SERIES TRUST	3,329,519	$96.8M	3.62%	-133,210	Timeline
GDXVANECK ETF TRUST	1,770,092	$70.5M	2.64%	-77,633	Timeline
IBTHISHARES TR	3,054,786	$69.1M	2.59%	-128,637	Timeline
IWMISHARES TR	302,513	$66.8M	2.5%	+4,089	Timeline
ISHARES TRISHARES TR	2,506,964	$58.7M	2.2%	-142,671
GOVTISHARES TR	2,465,947	$57.8M	2.17%	-105,097	Timeline
VIGVANGUARD SPECIALIZED FUNDS	276,573	$54.8M	2.05%	-14,930	Timeline
CWISPDR INDEX SHS FDS	1,525,254	$46.4M	1.74%	-72,017	Timeline
MSFTMICROSOFT CORP	88,737	$38.2M	1.43%	-2,103	Timeline
VGITVANGUARD SCOTTSDALE FDS	592,418	$35.8M	1.34%	-27,077	Timeline
IWSISHARES TR	264,247	$34.9M	1.31%	-10,616	Timeline
AAPLAPPLE INC	149,275	$34.8M	1.3%	-3,062	Timeline
VWOVANGUARD INTL EQUITY INDEX F	524,346	$25.1M	0.94%	-23,569	Timeline
AVGOBROADCOM INC	126,457	$21.8M	0.82%	+113,201	Timeline
NVDANVIDIA CORPORATION	166,149	$20.2M	0.76%	-11,510	Timeline
LLYELI LILLY & CO	20,025	$17.7M	0.66%	-1,051	Timeline
JPMJPMORGAN CHASE & CO	75,871	$16M	0.6%	-312	Timeline
EFAISHARES TR	175,363	$14.7M	0.55%	+50,431	Timeline
AMZNAMAZON COM INC	78,080	$14.5M	0.54%	-1,080	Timeline
GOOGLALPHABET INC	85,112	$14.1M	0.53%	-1,871	Timeline
EEMISHARES TR	274,705	$12.6M	0.47%	-8,700	Timeline
METAMETA PLATFORMS INC	20,742	$11.9M	0.44%	-547	Timeline
MRKMERCK & CO INC	98,345	$11.2M	0.42%	-1,321	Timeline
ETNEATON CORP PLC	31,088	$10.3M	0.39%	-529	Timeline
BACBANK OF AMER CORP	238,096	$9.45M	0.35%	+7,751	Timeline
WMWASTE MGMT INC DEL	42,860	$8.9M	0.33%	-1,586	Timeline
TAT&T INC	403,834	$8.88M	0.33%	-8,081	Timeline
ACWXISHARES TR	152,230	$8.71M	0.33%	-4,800	Timeline
PGPROCTER & GAMBLE CO	48,875	$8.47M	0.32%	-785	Timeline
KOCOCA COLA CO	113,102	$8.13M	0.3%	-4,186	Timeline
TJXTJX COS INC NEW	67,258	$7.91M	0.3%	-1,351	Timeline
ENBENBRIDGE INC	194,100	$7.88M	0.3%	-3,533	Timeline
DRIDARDEN RESTAURANTS INC	47,851	$7.85M	0.29%	-1,417	Timeline
EMREMERSON ELEC CO	70,052	$7.66M	0.29%	-1,698	Timeline
TLTISHARES TR	77,900	$7.64M	0.29%	-2,200	Timeline
UNPUNION PAC CORP	30,817	$7.6M	0.28%	-944	Timeline
UNHUNITEDHEALTH GROUP INC	12,903	$7.54M	0.28%	+6,819	Timeline
MSIMOTOROLA SOLUTIONS INC	16,771	$7.54M	0.28%	-5,296	Timeline
ADIANALOG DEVICES INC	32,094	$7.39M	0.28%	+7,498	Timeline
ADPAUTOMATIC DATA PROCESSING IN	26,555	$7.35M	0.28%	-1,481	Timeline
SOSOUTHERN CO	80,740	$7.28M	0.27%	-3,427	Timeline
ABTABBOTT LABORATORIES	63,814	$7.28M	0.27%	-834	Timeline
TXNTEXAS INSTRS INC	34,980	$7.23M	0.27%	-1,404	Timeline
AMGNAMGEN INC	22,091	$7.12M	0.27%	-520	Timeline
DUKDUKE ENERGY CORP NEW	61,640	$7.11M	0.27%	-2,084	Timeline
MSMORGAN STANLEY	68,062	$7.09M	0.27%	+29,783	Timeline
CTASCINTAS CORP	34,154	$7.03M	0.26%	+25,094	Timeline
MAMASTERCARD INCORPORATED	13,855	$6.84M	0.26%	-508	Timeline
KHCKRAFT HEINZ CO	193,603	$6.8M	0.25%	-8,014	Timeline
CVXCHEVRON CORPORATION	45,059	$6.64M	0.25%	-913	Timeline
LMTLOCKHEED MARTIN CORP	11,292	$6.6M	0.25%	-234	Timeline
WMTWALMART INC	80,399	$6.49M	0.24%	-54,077	Timeline
HPQHP INC	180,017	$6.46M	0.24%	-4,787	Timeline
KMBKIMBERLY-CLARK CORP	44,694	$6.36M	0.24%	-1,851	Timeline
INVHINVITATION HOMES INC	175,842	$6.2M	0.23%	-3,003	Timeline
VZVERIZON COMMUNICATIONS INC	136,902	$6.15M	0.23%	+46,559	Timeline
MUMICRON TECHNOLOGY INC	57,502	$5.96M	0.22%	-1,854	Timeline
GPCGENUINE PARTS CO	42,170	$5.89M	0.22%	-2,256	Timeline
WFCWELLS FARGO & CO	102,029	$5.76M	0.22%	new	Timeline
DOWDOW HLDGS INC	105,395	$5.76M	0.22%	-2,792	Timeline
IWXISHARES TR	69,789	$5.67M	0.21%	-2,014	Timeline
XOMEXXON MOBIL CORP	47,566	$5.58M	0.21%	+325	Timeline
AZNASTRAZENECA PLC-SPONS ADR	69,485	$5.41M	0.2%	-2,747	Timeline
SYKSTRYKER CORPORATION	14,872	$5.37M	0.2%	-217	Timeline
VVISA INC	18,956	$5.21M	0.2%	-606	Timeline
MDLZMONDELEZ INTL INC	70,367	$5.18M	0.19%	-1,566	Timeline
KRKROGER CO	88,756	$5.09M	0.19%	-1,209	Timeline
DELLDELL TECHNOLOGIES INC	41,650	$4.94M	0.18%	new	Timeline
AMTAMERICAN TOWER CORP	20,092	$4.67M	0.18%	-713	Timeline
CCITIGROUP INC	73,261	$4.59M	0.17%	-1,293	Timeline
ARISTA NETWORKS INCARISTA NETWORKS INC	11,463	$4.4M	0.16%	-351
GOOGALPHABET INC	26,295	$4.4M	0.16%	-461	Timeline
UPSUNITED PARCEL SVCS INC	31,024	$4.23M	0.16%	-921	Timeline
HDHOME DEPOT INC	10,415	$4.22M	0.16%	-222	Timeline
UBERUBER TECHNOLOGIES INC	54,553	$4.1M	0.15%	+289	Timeline
ECLECOLAB INC	15,845	$4.05M	0.15%	-83	Timeline
CDWCDW CORP	17,641	$3.99M	0.15%	-764	Timeline
TRVTRAVELERS COMPANIES INC	16,991	$3.98M	0.15%	-37,411	Timeline
CCOICOGENT COMM HOLDINGS INC	52,117	$3.96M	0.15%	new	Timeline
NEENEXTERA ENERGY INC	45,380	$3.84M	0.14%	+5,230	Timeline
ABBVABBVIE INC	19,156	$3.78M	0.14%	new	Timeline
VRTXVERTEX PHARMACEUTICALS INC	7,925	$3.69M	0.14%	-161	Timeline
MOALTRIA GROUP INC	71,190	$3.63M	0.14%	-37,773	Timeline
ELVELEVANCE HEALTH INC FORMERLY	6,857	$3.57M	0.13%	+40	Timeline
GILDGILEAD SCIENCES INC	40,455	$3.39M	0.13%	-1,992	Timeline
ISRGINTUITIVE SURGICAL INC	6,809	$3.35M	0.13%	+5,909	Timeline
COSTCOSTCO WHOLESALE CORPORATION	3,752	$3.33M	0.12%	+103	Timeline
MCDMCDONALDS CORP	10,824	$3.3M	0.12%	-3,693	Timeline
SPTLSPDR SERIES TRUST	112,915	$3.28M	0.12%	-2,942	Timeline
DGRWWISDOMTREE TR	39,165	$3.26M	0.12%	-1,023	Timeline
NFLXNETFLIX INC.	4,516	$3.2M	0.12%	-126	Timeline
CDNSCADENCE DESIGN SYSTEM INC	11,775	$3.19M	0.12%	-7,712	Timeline
CMGCHIPOTLE MEXICAN GRILL INC	54,928	$3.16M	0.12%	+30,761	Timeline
DOXAMDOCS LTD	35,918	$3.14M	0.12%	-1,181	Timeline
TSLATESLA INC	12,009	$3.14M	0.12%	-451	Timeline
SCHOSCHWAB STRATEGIC TR	63,778	$3.12M	0.12%	-1,679	Timeline
JNJJOHNSON & JOHNSON	18,434	$2.99M	0.11%	-732	Timeline
MASMASCO CORP	35,253	$2.96M	0.11%	-1,377	Timeline
ADBEADOBE INC	5,713	$2.96M	0.11%	-80	Timeline
PMPHILIP MORRIS INTL INC	24,319	$2.95M	0.11%	-6,083	Timeline
NEMNEWMONT CORP	52,482	$2.81M	0.11%	-1,560	Timeline
HONHONEYWELL INTL INC	12,983	$2.68M	0.1%	-322	Timeline
IOTSAMSARA INC	55,761	$2.68M	0.1%	-4,949	Timeline
KLACKLA CORP	3,464	$2.68M	0.1%	-153	Timeline
ORLYOREILLY AUTOMOTIVE INC	2,327	$2.68M	0.1%	-138	Timeline
IOOISHARES TR	26,672	$2.64M	0.1%	-146	Timeline
VNQVANGUARD INDEX FDS	25,100	$2.45M	0.09%	-700	Timeline
DONWISDOMTREE TR	46,882	$2.4M	0.09%	-1,257	Timeline
FISVFISERV INC	12,785	$2.3M	0.09%	+306	Timeline
ADSKAUTODESK INC	8,261	$2.28M	0.09%	-39	Timeline
PANWPALO ALTO NETWORKS INC	6,221	$2.13M	0.08%	+22	Timeline
SHYISHARES TR	25,305	$2.1M	0.08%	-700	Timeline
AMATAPPLIED MATLS INC	10,191	$2.06M	0.08%	+84	Timeline
FLRFLUOR CORP	42,048	$2.01M	0.08%	-1,389	Timeline
ORCLORACLE CORP	11,680	$1.99M	0.07%	new	Timeline
ZTSZOETIS INC	10,156	$1.98M	0.07%	-324	Timeline
PEYINVESCO EXCHANGE TRADED FD T	90,112	$1.98M	0.07%	-2,386	Timeline
SDYSPDR SERIES TRUST	13,784	$1.96M	0.07%	-365	Timeline
AXPAMERICAN EXPRESS CO	7,069	$1.92M	0.07%	-582	Timeline
MPWRMONOLITHIC PWR SYS INC	1,866	$1.73M	0.06%	-429	Timeline
LINLINDE PLC	3,341	$1.59M	0.06%	+70	Timeline
VYMVANGUARD WHITEHALL FDS	11,816	$1.51M	0.06%	-343	Timeline
APPAPPLOVIN CORP	11,395	$1.49M	0.06%	+213	Timeline
PHMPULTE GROUP INC	10,012	$1.44M	0.05%	-3,526	Timeline
CARRCARRIER GLOBAL CORPORATION	16,746	$1.35M	0.05%	+2,351	Timeline
USIGISHARES TR	25,363	$1.33M	0.05%	-629	Timeline
HOODROBINHOOD MKTS INC	56,162	$1.32M	0.05%	+1,262	Timeline
CMECME GROUP INC	5,925	$1.31M	0.05%	+125	Timeline
VEUVANGUARD INTL EQUITY INDEX F	20,610	$1.3M	0.05%	0	Timeline
PLTRPALANTIR TECHNOLOGIES INC	34,240	$1.27M	0.05%	+1,071	Timeline
NICENICE LTD	7,333	$1.27M	0.05%	+154	Timeline
ROPROPER TECHNOLOGIES INC	2,174	$1.21M	0.05%	-128	Timeline
VEEVVEEVA SYS INC	5,671	$1.19M	0.04%	-279	Timeline
RCLROYAL CARIBBEAN GROUP	6,601	$1.17M	0.04%	+142	Timeline
IYRISHARES TR	11,444	$1.17M	0.04%	-298	Timeline
IVVISHARES TR	1,988	$1.15M	0.04%	0	Timeline
REGNREGENERON PHARMACEUTICALS	1,067	$1.12M	0.04%	+16	Timeline
INVESCOINVESCO	52,605	$1.09M	0.04%	-1,257
BLACKROCK INCBLACKROCK INC	1,121	$1.06M	0.04%	+35
ROSTROSS STORES INC	6,618	$996K	0.04%	+196	Timeline
CASYCASEYS GEN STORES INC	2,576	$968K	0.04%	+85	Timeline
BSCQINVESCO EXCH TRD SLF IDX FD	47,314	$925K	0.03%	-1,212	Timeline
MARMARRIOTT INTL INC NEW	3,690	$917K	0.03%	+28	Timeline
COFCAPITAL ONE FINL CORP	6,064	$908K	0.03%	+114	Timeline
IEVISHARES TR	15,345	$894K	0.03%	0	Timeline
GGGGRACO INC	10,170	$890K	0.03%	+572	Timeline
YUMYUM BRANDS INC	6,330	$884K	0.03%	-301	Timeline
TLHISHARES TR	7,760	$848K	0.03%	-207	Timeline
SPOTSPOTIFY TECHNOLOGY S A	2,196	$809K	0.03%	new	Timeline
HLTHILTON WORLDWIDE HLDGS INC	3,499	$807K	0.03%	-448	Timeline
PIDINVESCO EXCHANGE TRADED FD T	40,627	$804K	0.03%	-1,064	Timeline
VSTVISTRA CORP	6,470	$767K	0.03%	new	Timeline
INVESCO EXCH TRD SLF IDX FDINVESCO EXCH TRD SLF IDX FD	33,224	$755K	0.03%	-867
LQDISHARES TR	6,638	$750K	0.03%	-167	Timeline
BSXBOSTON SCIENTIFIC CORP	8,570	$718K	0.03%	new	Timeline
EWJISHARES INC	9,933	$711K	0.03%	0	Timeline
XLESELECT SECTOR SPDR TR	7,920	$695K	0.03%	-212	Timeline
TMOTHERMO FISHER SCIENTIFIC INC	1,102	$682K	0.03%	+52	Timeline
SRVRPACER FDS TR	20,593	$662K	0.02%	-580	Timeline
KBWBINVESCO EXCH TRADED FD TR II	11,163	$654K	0.02%	-307	Timeline
PSKSPDR SERIES TRUST	17,985	$641K	0.02%	-482	Timeline
SHYGISHARES TR	14,626	$635K	0.02%	-331	Timeline
VRTVERTIV HOLDINGS CO	6,341	$631K	0.02%	+184	Timeline
PWRQUANTA SVCS INC	2,012	$600K	0.02%	+31	Timeline
SPYSTATE STR SPDR S&P 500 ETF T	1,041	$597K	0.02%	-943	Timeline
SGSWEETGREEN INC	16,672	$591K	0.02%	new	Timeline
DDOGDATADOG INC	5,053	$581K	0.02%	new	Timeline
ROKROCKWELL AUTOMATION INC	2,118	$569K	0.02%	0	Timeline
HSTHOST HOTELS & RESORTS INC	31,852	$561K	0.02%	new	Timeline
JXIISHARES TR	7,885	$558K	0.02%	-211	Timeline
IWVISHARES TR	1,610	$526K	0.02%	-30	Timeline
PYPLPAYPAL HLDGS INC	6,405	$500K	0.02%	+318	Timeline
IWOISHARES TR	1,735	$493K	0.02%	0	Timeline
FRPTFRESHPET INC	3,580	$490K	0.02%	+111	Timeline
IVWISHARES TR	5,004	$479K	0.02%	0	Timeline
VOXVANGUARD WORLD FD	3,204	$466K	0.02%	-96	Timeline
PFFISHARES TR	13,771	$458K	0.02%	-408	Timeline
DEDEERE & CO	1,038	$433K	0.02%	0	Timeline
IJRISHARES TR	3,691	$432K	0.02%	+1,364	Timeline
TERTERADYNE INC	3,136	$420K	0.02%	0	Timeline
MRSHMARSH & MCLENNAN COS INC	1,826	$407K	0.02%	-8	Timeline
VYMIVANGUARD WHITEHALL FDS	5,410	$397K	0.01%	-158	Timeline
DHRDANAHER CORP DEL	1,385	$385K	0.01%	0	Timeline
CRMSALESFORCE INC	1,319	$361K	0.01%	+48	Timeline
IEFAISHARES TR	4,263	$333K	0.01%	0	Timeline
UTHRUNITED THERAPEUTICS CORP DEL	900	$323K	0.01%	0	Timeline
HESS CORPHESS CORP	2,119	$288K	0.01%	-6
VGKVANGUARD INTL EQUITY INDEX F	4,000	$284K	0.01%	0	Timeline
MUBISHARES TR	2,548	$277K	0.01%	-499	Timeline
IBMINTERNATIONAL BUSINESS MACHS	1,235	$273K	0.01%	0	Timeline
CSCOCISCO SYS INC	4,872	$259K	0.01%	-72,481	Timeline
SUSAISHARES TR	2,153	$259K	0.01%	+71	Timeline
HACKAMPLIFY ETF TR	3,500	$239K	0.01%	0	Timeline
QCOMQUALCOMM INC	1,396	$237K	0.01%	+196	Timeline
SHMSPDR SERIES TRUST	4,685	$226K	0.01%	0	Timeline
FDNFIRST TR EXCHANGE-TRADED FD	1,000	$212K	0.01%	0	Timeline

Sold out in Q3 2024

Positions in the previous quarter's report that this quarter's report no longer lists.

Security	Shares before	Value before	Type
SPYGSPDR SERIES TRUST	392,009	$31.4M	shares
ACNACCENTURE PLC IRELAND	10,572	$3.21M	shares
MGKVANGUARD WORLD FD	9,815	$3.08M	shares
AMDADVANCED MICRO DEVICES INC	16,894	$2.74M	shares
JKHYHENRY JACK & ASSOC INC	15,398	$2.56M	shares
DXCMDEXCOM INC	16,166	$1.83M	shares
EWEDWARDS LIFESCIENCES CORP	11,667	$1.08M	shares
DISDISNEY WALT CO	9,402	$934K	shares
SNOWSNOWFLAKE INC	6,573	$888K	shares
ELLAUDER ESTEE COS INC	6,586	$701K	shares
LUCKLUCKY STRIKE ENTERTAINMENT C	43,534	$631K	shares
ZBHZIMMER BIOMET HOLDINGS INC	5,768	$626K	shares
IWBISHARES TR	1,715	$510K	shares
USMVISHARES TR	5,567	$467K	shares

How Q3 2024 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

Filing	Role	Amendment	Filed	Accepted	Ingested
13F-HR 0001951368-24-000003	base		2024-11-07	acceptance time not in the bulk data set	2026-10-07 18:26:56 UTC