GLOBALT Investments LLC / GA

13F filer, CIK 2011891, Atlanta, GA

GLOBALT Investments LLC / GA reported $2,612,044,911 across 202 holdings for the quarter ended 2024-12-31, in a 13F-HR filed 2025-02-10. Its ten largest share positions make up 59.85% of the portfolio.

Filed 2025-02-10 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC13F-HR 0001667731-25-000233

Period: 2024-12-31
Reported value: $2.61B
Holdings: 202
Top 10 weight: 59.85%
New: 12
Sold out: 11

Largest buys vs the previous quarter

Security	Shares change	Approx. value
SPTLadded	+5,423,558	$142M
IBTOnew	+2,470,895	$58.4M
SPTBnew	+1,626,284	$48.6M
ANETnew	+46,001	$5.08M
EQIXnew	+5,264	$4.96M

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
SPTSreduced	-5,119,198	-$149M
ISHARES TRreduced	-2,284,664	-$53.3M
GOVTreduced	-2,303,396	-$52.9M
IWFreduced	-39,996	-$16.1M
IWDreduced	-52,771	-$9.77M

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, Q4 2024

Share positions as resolved from 13F-HR 0001667731-25-000233, largest first. % of portfolio is the value over $2,612,044,911, the sum of the share positions whose value is usable for ratios (method).

Security	Shares	Value	% of portfolio	Change	Timeline
IWFISHARES TR	1,061,238	$426M	16.32%	-39,996	Timeline
IWDISHARES TR	1,830,593	$339M	12.97%	-52,771	Timeline
GLDSPDR GOLD TR	604,371	$146M	5.6%	-2,950	Timeline
SPTLSPDR SERIES TRUST	5,536,473	$145M	5.55%	+5,423,558	Timeline
SPTSSPDR SERIES TRUST	4,125,185	$120M	4.58%	-5,119,198	Timeline
IWPISHARES TR	830,783	$105M	4.03%	-47,995	Timeline
SPTISPDR SERIES TRUST	3,311,337	$92.3M	3.53%	-18,182	Timeline
IBTHISHARES TR	3,006,910	$66.7M	2.56%	-47,876	Timeline
IWMISHARES TR	280,681	$62M	2.37%	-21,832	Timeline
GDXVANECK ETF TRUST	1,795,153	$60.9M	2.33%	+25,061	Timeline
IBTOISHARES TR	2,470,895	$58.4M	2.24%	new	Timeline
VIGVANGUARD SPECIALIZED FUNDS	266,747	$52.2M	2%	-9,826	Timeline
SPTBSPDR SERIES TRUST	1,626,284	$48.6M	1.86%	new	Timeline
CWISPDR INDEX SHS FDS	1,497,347	$41.8M	1.6%	-27,907	Timeline
MSFTMICROSOFT CORP	88,077	$37.1M	1.42%	-660	Timeline
AAPLAPPLE INC	148,008	$37.1M	1.42%	-1,267	Timeline
IWSISHARES TR	255,896	$33.1M	1.27%	-8,351	Timeline
VGITVANGUARD SCOTTSDALE FDS	569,692	$33M	1.26%	-22,726	Timeline
AVGOBROADCOM INC	125,393	$29.1M	1.11%	-1,064	Timeline
VWOVANGUARD INTL EQUITY INDEX F	513,991	$22.6M	0.87%	-10,355	Timeline
NVDANVIDIA CORPORATION	166,209	$22.3M	0.85%	+60	Timeline
JPMJPMORGAN CHASE & CO	74,742	$17.9M	0.69%	-1,129	Timeline
AMZNAMAZON COM INC	78,050	$17.1M	0.66%	-30	Timeline
GOOGLALPHABET INC	83,727	$15.8M	0.61%	-1,385	Timeline
EFAISHARES TR	168,888	$12.8M	0.49%	-6,475	Timeline
METAMETA PLATFORMS INC	20,919	$12.2M	0.47%	+177	Timeline
LLYELI LILLY & CO	15,733	$12.1M	0.47%	-4,292	Timeline
EEMISHARES TR	259,640	$10.9M	0.42%	-15,065	Timeline
BACBANK OF AMER CORP	234,432	$10.3M	0.39%	-3,664	Timeline
ETNEATON CORP PLC	30,575	$10.1M	0.39%	-513	Timeline
UNHUNITEDHEALTH GROUP INC	18,793	$9.51M	0.36%	+5,890	Timeline
WFCWELLS FARGO & CO	129,240	$9.08M	0.35%	+27,211	Timeline
TAT&T INC	397,686	$9.06M	0.35%	-6,148	Timeline
ACWXISHARES TR	170,705	$8.9M	0.34%	+18,475	Timeline
DRIDARDEN RESTAURANTS INC	45,810	$8.55M	0.33%	-2,041	Timeline
EMREMERSON ELEC CO	68,996	$8.55M	0.33%	-1,056	Timeline
WMWASTE MGMT INC DEL	42,257	$8.53M	0.33%	-603	Timeline
MSMORGAN STANLEY	67,094	$8.44M	0.32%	-968	Timeline
ENBENBRIDGE INC	191,406	$8.12M	0.31%	-2,694	Timeline
TJXTJX COS INC NEW	66,651	$8.05M	0.31%	-607	Timeline
PGPROCTER & GAMBLE CO	47,041	$7.89M	0.3%	-1,834	Timeline
ADPAUTOMATIC DATA PROCESSING IN	26,119	$7.65M	0.29%	-436	Timeline
MSIMOTOROLA SOLUTIONS INC	16,495	$7.62M	0.29%	-276	Timeline
MAMASTERCARD INCORPORATED	13,685	$7.21M	0.28%	-170	Timeline
WMTWALMART INC	79,305	$7.17M	0.27%	-1,094	Timeline
ABTABBOTT LABORATORIES	62,657	$7.09M	0.27%	-1,157	Timeline
KOCOCA COLA CO	111,519	$6.94M	0.27%	-1,583	Timeline
UNPUNION PAC CORP	30,104	$6.86M	0.26%	-713	Timeline
SYKSTRYKER CORPORATION	18,885	$6.8M	0.26%	+4,013	Timeline
MRKMERCK & CO INC	66,039	$6.57M	0.25%	-32,306	Timeline
DUKDUKE ENERGY CORP NEW	60,822	$6.55M	0.25%	-818	Timeline
SOSOUTHERN CO	79,510	$6.55M	0.25%	-1,230	Timeline
ADIANALOG DEVICES INC	30,804	$6.54M	0.25%	-1,290	Timeline
TLTISHARES TR	74,435	$6.5M	0.25%	-3,465	Timeline
TXNTEXAS INSTRS INC	34,448	$6.46M	0.25%	-532	Timeline
CVXCHEVRON CORPORATION	44,332	$6.42M	0.25%	-727	Timeline
DOWDOW HLDGS INC	154,560	$6.2M	0.24%	+49,165	Timeline
CTASCINTAS CORP	33,531	$6.13M	0.23%	-623	Timeline
VVISA INC	18,965	$5.99M	0.23%	+9	Timeline
HPQHP INC	177,186	$5.78M	0.22%	-2,831	Timeline
KMBKIMBERLY-CLARK CORP	44,016	$5.77M	0.22%	-678	Timeline
KHCKRAFT HEINZ CO	183,231	$5.63M	0.22%	-10,372	Timeline
AMGNAMGEN INC	21,193	$5.52M	0.21%	-898	Timeline
LMTLOCKHEED MARTIN CORP	11,153	$5.42M	0.21%	-139	Timeline
KRKROGER CO	88,264	$5.4M	0.21%	-492	Timeline
IWXISHARES TR	68,156	$5.39M	0.21%	-1,633	Timeline
VZVERIZON COMMUNICATIONS INC	131,504	$5.26M	0.2%	-5,398	Timeline
ISHARES TRISHARES TR	222,300	$5.18M	0.2%	-2,284,664
CCITIGROUP INC	72,891	$5.13M	0.2%	-370	Timeline
XOMEXXON MOBIL CORP	47,281	$5.09M	0.19%	-285	Timeline
ANETARISTA NETWORKS INC	46,001	$5.08M	0.19%	new	Timeline
EQIXEQUINIX INC	5,264	$4.96M	0.19%	new	Timeline
MUMICRON TECHNOLOGY INC	58,305	$4.91M	0.19%	+803	Timeline
NEENEXTERA ENERGY INC	67,725	$4.86M	0.19%	+22,345	Timeline
DELLDELL TECHNOLOGIES INC	41,817	$4.82M	0.18%	+167	Timeline
TSLATESLA INC	11,883	$4.8M	0.18%	-126	Timeline
GPCGENUINE PARTS CO	40,338	$4.71M	0.18%	-1,832	Timeline
GILDGILEAD SCIENCES INC	48,659	$4.49M	0.17%	+8,204	Timeline
GOOGALPHABET INC	23,543	$4.48M	0.17%	-2,752	Timeline
GLWCORNING INC	94,067	$4.47M	0.17%	new	Timeline
AZNASTRAZENECA PLC-SPONS ADR	68,003	$4.46M	0.17%	-1,482	Timeline
ABBVABBVIE INC	23,138	$4.11M	0.16%	+3,982	Timeline
MDLZMONDELEZ INTL INC	68,750	$4.11M	0.16%	-1,617	Timeline
HDHOME DEPOT INC	10,518	$4.09M	0.16%	+103	Timeline
TRVTRAVELERS COMPANIES INC	16,743	$4.03M	0.15%	-248	Timeline
NFLXNETFLIX INC.	4,495	$4.01M	0.15%	-21	Timeline
CCOICOGENT COMM HOLDINGS INC	51,891	$4M	0.15%	-226	Timeline
UPSUNITED PARCEL SVCS INC	29,735	$3.75M	0.14%	-1,289	Timeline
GOVTISHARES TR	162,551	$3.74M	0.14%	-2,303,396	Timeline
MOALTRIA GROUP INC	70,335	$3.68M	0.14%	-855	Timeline
ECLECOLAB INC	15,552	$3.64M	0.14%	-293	Timeline
ISRGINTUITIVE SURGICAL INC	6,893	$3.6M	0.14%	+84	Timeline
CDNSCADENCE DESIGN SYSTEM INC	11,917	$3.58M	0.14%	+142	Timeline
VIRTVIRTU FINL INC	95,752	$3.42M	0.13%	new	Timeline
COSTCOSTCO WHOLESALE CORPORATION	3,710	$3.4M	0.13%	-42	Timeline
VRTXVERTEX PHARMACEUTICALS INC	7,988	$3.22M	0.12%	+63	Timeline
UBERUBER TECHNOLOGIES INC	53,288	$3.21M	0.12%	-1,265	Timeline
CMGCHIPOTLE MEXICAN GRILL INC	53,226	$3.21M	0.12%	-1,702	Timeline
DGRWWISDOMTREE TR	38,089	$3.08M	0.12%	-1,076	Timeline
MCDMCDONALDS CORP	10,630	$3.08M	0.12%	-194	Timeline
SCHOSCHWAB STRATEGIC TR	123,580	$2.97M	0.11%	+59,802	Timeline
ORCLORACLE CORP	17,767	$2.96M	0.11%	+6,087	Timeline
PMPHILIP MORRIS INTL INC	24,150	$2.91M	0.11%	-169	Timeline
HONHONEYWELL INTL INC	12,806	$2.89M	0.11%	-177	Timeline
ORLYOREILLY AUTOMOTIVE INC	2,392	$2.84M	0.11%	+65	Timeline
IOOISHARES TR	26,672	$2.69M	0.1%	0	Timeline
JNJJOHNSON & JOHNSON	18,166	$2.63M	0.1%	-268	Timeline
FISVFISERV INC	12,607	$2.59M	0.1%	-178	Timeline
PLTRPALANTIR TECHNOLOGIES INC	33,727	$2.55M	0.1%	-513	Timeline
ADBEADOBE INC	5,715	$2.54M	0.1%	+2	Timeline
MASMASCO CORP	34,722	$2.52M	0.1%	-531	Timeline
IOTSAMSARA INC	55,943	$2.44M	0.09%	+182	Timeline
ADSKAUTODESK INC	8,116	$2.4M	0.09%	-145	Timeline
DONWISDOMTREE TR	45,534	$2.32M	0.09%	-1,348	Timeline
ELVELEVANCE HEALTH INC FORMERLY	6,282	$2.32M	0.09%	-575	Timeline
PANWPALO ALTO NETWORKS INC	12,371	$2.25M	0.09%	+6,150	Timeline
APPAPPLOVIN CORP	6,904	$2.24M	0.09%	-4,491	Timeline
KLACKLA CORP	3,508	$2.21M	0.08%	+44	Timeline
AXPAMERICAN EXPRESS CO	7,203	$2.14M	0.08%	+134	Timeline
FLRFLUOR CORP	43,118	$2.13M	0.08%	+1,070	Timeline
HOODROBINHOOD MKTS INC	56,006	$2.09M	0.08%	-156	Timeline
VNQVANGUARD INDEX FDS	22,900	$2.04M	0.08%	-2,200	Timeline
SHYISHARES TR	23,105	$1.89M	0.07%	-2,200	Timeline
PEYINVESCO EXCHANGE TRADED FD T	87,683	$1.86M	0.07%	-2,429	Timeline
NEMNEWMONT CORP	49,894	$1.86M	0.07%	-2,588	Timeline
SDYSPDR SERIES TRUST	13,383	$1.77M	0.07%	-401	Timeline
ZTSZOETIS INC	10,158	$1.66M	0.06%	+2	Timeline
AMATAPPLIED MATLS INC	10,069	$1.64M	0.06%	-122	Timeline
RCLROYAL CARIBBEAN GROUP	6,598	$1.52M	0.06%	-3	Timeline
VYMVANGUARD WHITEHALL FDS	11,470	$1.46M	0.06%	-346	Timeline
LINLINDE PLC	3,302	$1.38M	0.05%	-39	Timeline
CMECME GROUP INC	5,890	$1.37M	0.05%	-35	Timeline
USIGISHARES TR	24,653	$1.24M	0.05%	-710	Timeline
AMTAMERICAN TOWER CORP	6,606	$1.21M	0.05%	-13,486	Timeline
VEEVVEEVA SYS INC	5,688	$1.2M	0.05%	+17	Timeline
VEUVANGUARD INTL EQUITY INDEX F	20,610	$1.18M	0.05%	0	Timeline
ROPROPER TECHNOLOGIES INC	2,221	$1.15M	0.04%	+47	Timeline
BLKBLACKROCK INC	1,121	$1.15M	0.04%	new	Timeline
CARRCARRIER GLOBAL CORPORATION	16,507	$1.13M	0.04%	-239	Timeline
MPWRMONOLITHIC PWR SYS INC	1,870	$1.11M	0.04%	+4	Timeline
PHMPULTE GROUP INC	9,894	$1.08M	0.04%	-118	Timeline
COFCAPITAL ONE FINL CORP	5,999	$1.07M	0.04%	-65	Timeline
INVESCOINVESCO	51,249	$1.06M	0.04%	-1,356
IYRISHARES TR	11,106	$1.03M	0.04%	-338	Timeline
MARMARRIOTT INTL INC NEW	3,669	$1.02M	0.04%	-21	Timeline
CASYCASEYS GEN STORES INC	2,571	$1.02M	0.04%	-5	Timeline
ROSTROSS STORES INC	6,586	$996K	0.04%	-32	Timeline
IVVISHARES TR	1,678	$988K	0.04%	-310	Timeline
SPOTSPOTIFY TECHNOLOGY S A	2,189	$979K	0.04%	-7	Timeline
BSCQINVESCO EXCH TRD SLF IDX FD	45,976	$893K	0.03%	-1,338	Timeline
HLTHILTON WORLDWIDE HLDGS INC	3,590	$887K	0.03%	+91	Timeline
VSTVISTRA CORP	6,433	$887K	0.03%	-37	Timeline
YUMYUM BRANDS INC	6,442	$864K	0.03%	+112	Timeline
GGGGRACO INC	10,165	$857K	0.03%	-5	Timeline
BSXBOSTON SCIENTIFIC CORP	9,349	$835K	0.03%	+779	Timeline
IEVISHARES TR	15,345	$799K	0.03%	0	Timeline
TLHISHARES TR	7,705	$767K	0.03%	-55	Timeline
LQDISHARES TR	7,178	$767K	0.03%	+540	Timeline
PIDINVESCO EXCHANGE TRADED FD T	39,704	$727K	0.03%	-923	Timeline
DDOGDATADOG INC	5,028	$718K	0.03%	-25	Timeline
DALDELTA AIR LINES INC	11,869	$718K	0.03%	new	Timeline
VRTVERTIV HOLDINGS CO	6,320	$718K	0.03%	-21	Timeline
KBWBINVESCO EXCH TRADED FD TR II	10,787	$705K	0.03%	-376	Timeline
EWJISHARES INC	9,933	$667K	0.03%	0	Timeline
XLESELECT SECTOR SPDR TR	7,755	$664K	0.03%	-165	Timeline
PWRQUANTA SVCS INC	2,001	$632K	0.02%	-11	Timeline
SHYGISHARES TR	14,306	$610K	0.02%	-320	Timeline
ROKROCKWELL AUTOMATION INC	2,118	$605K	0.02%	0	Timeline
SRVRPACER FDS TR	20,107	$603K	0.02%	-486	Timeline
TMOTHERMO FISHER SCIENTIFIC INC	1,126	$586K	0.02%	+24	Timeline
PSKSPDR SERIES TRUST	17,634	$582K	0.02%	-351	Timeline
SPYSTATE STR SPDR S&P 500 ETF T	946	$554K	0.02%	-95	Timeline
PYPLPAYPAL HLDGS INC	6,360	$543K	0.02%	-45	Timeline
IWVISHARES TR	1,610	$538K	0.02%	0	Timeline
SGSWEETGREEN INC	16,547	$530K	0.02%	-125	Timeline
FRPTFRESHPET INC	3,575	$529K	0.02%	-5	Timeline
IVWISHARES TR	5,004	$508K	0.02%	0	Timeline
IWOISHARES TR	1,735	$499K	0.02%	0	Timeline
JXIISHARES TR	7,699	$494K	0.02%	-186	Timeline
VOXVANGUARD WORLD FD	3,123	$484K	0.02%	-81	Timeline
MSTRSTRATEGY INC	1,536	$445K	0.02%	new	Timeline
CRMSALESFORCE INC	1,319	$441K	0.02%	0	Timeline
DEDEERE & CO	1,038	$440K	0.02%	0	Timeline
PFFISHARES TR	13,731	$432K	0.02%	-40	Timeline
IJRISHARES TR	3,691	$425K	0.02%	0	Timeline
TERTERADYNE INC	3,136	$395K	0.02%	0	Timeline
MRSHMARSH & MCLENNAN COS INC	1,754	$373K	0.01%	-72	Timeline
VYMIVANGUARD WHITEHALL FDS	5,248	$356K	0.01%	-162	Timeline
IEFAISHARES TR	4,592	$323K	0.01%	+329	Timeline
DHRDANAHER CORP DEL	1,385	$318K	0.01%	0	Timeline
UTHRUNITED THERAPEUTICS CORP DEL	900	$318K	0.01%	0	Timeline
CSCOCISCO SYS INC	4,872	$288K	0.01%	0	Timeline
IBMINTERNATIONAL BUSINESS MACHS	1,235	$271K	0.01%	0	Timeline
MUBISHARES TR	2,548	$271K	0.01%	0	Timeline
WMBWILLIAMS COS INC	4,992	$270K	0.01%	new	Timeline
HACKAMPLIFY ETF TR	3,500	$261K	0.01%	0	Timeline
FDNFIRST TR EXCHANGE-TRADED FD	1,000	$243K	0.01%	0	Timeline
QCOMQUALCOMM INC	1,486	$228K	0.01%	+90	Timeline
EWEDWARDS LIFESCIENCES CORP	3,025	$224K	0.01%	new	Timeline
SHMSPDR SERIES TRUST	4,685	$222K	0.01%	0	Timeline
DISDISNEY WALT CO	1,960	$218K	0.01%	new	Timeline
VGKVANGUARD INTL EQUITY INDEX F	3,200	$203K	0.01%	-800	Timeline

Sold out in Q4 2024

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

Security	Shares before	Value before	Type
INVHINVITATION HOMES INC	175,842	$6.2M	shares
ARISTA NETWORKS INCARISTA NETWORKS INC	11,463	$4.4M	shares
CDWCDW CORP	17,641	$3.99M	shares
DOXAMDOCS LTD	35,918	$3.14M	shares
NICENICE LTD	7,333	$1.27M	shares
REGNREGENERON PHARMACEUTICALS	1,067	$1.12M	shares
BLACKROCK INCBLACKROCK INC	1,121	$1.06M	shares
INVESCO EXCH TRD SLF IDX FDINVESCO EXCH TRD SLF IDX FD	33,224	$755K	shares
HSTHOST HOTELS & RESORTS INC	31,852	$561K	shares
HESS CORPHESS CORP	2,119	$288K	shares
SUSAISHARES TR	2,153	$259K	shares

How Q4 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 0001667731-25-000233	base		2025-02-10	acceptance time not in the bulk data set	2026-10-07 18:25:55 UTC