Glassy Mountain Advisors, Inc.

Q4 2024 13F Holdings

  • Location
    bethesda, MD
  • Num holdings

    58

  • Value ($000)

    $292,190

  • Date Filed
    01/27/2025
  • Form type
    13F-HR
  • CIK
    0001914617
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2024 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
AAPL
AAPL

APPLE INC

COM
$17.34M
6 %

69,245

DFAX
DFAX

DIMENSIONAL ETF TRUST

WORLD EX US CORE
$16.91M
6 %

680,404

AVGO
AVGO

BROADCOM INC

COM
$14.49M
5 %

62,481

MSFT
MSFT

MICROSOFT CORP

COM
$13.50M
5 %

32,025

URI
URI

UNITED RENTALS INC

COM
$13.24M
5 %

18,797

BRK.B
BRK.B

BERKSHIRE HATHAWAY INC DEL

CL B NEW
$12.72M
4 %

28,059

ICSH
ICSH

ISHARES TR

ULTRA SHORT-TERM
$11.49M
4 %

227,853

GOOG
GOOG

ALPHABET INC

CAP STK CL C
$10.67M
4 %

56,004

AMZN
AMZN

AMAZON COM INC

COM
$10.47M
4 %

47,734

USIG
USIG

ISHARES TR

USD INV GRDE ETF
$9.54M
3 %

189,742

Rows Per Page
10
  • 10
  • 50
  • 100
1 - 10 of 58