Glass Wealth Management Co LLC

Q4 2024 13F Holdings

  • Location
    san antonio, TX
  • Num holdings

    58

  • Value ($000)

    $183,938

  • Date Filed
    02/06/2025
  • Form type
    13F-HR
  • CIK
    0002017692
  • 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
AVGO
AVGO

BROADCOM INC

COM
11135F101
$25.13M
14 %

108,397

MSFT
MSFT

MICROSOFT CORP

COM
594918104
$12.70M
7 %

30,127

AAPL
AAPL

APPLE INC

COM
037833100
$11.63M
6 %

46,426

AMZN
AMZN

AMAZON COM INC

COM
023135106
$7.53M
4 %

34,327

NVDA
NVDA

NVIDIA CORPORATION

COM
67066G104
$7.44M
4 %

55,407

XOM
XOM

EXXON MOBIL CORP

COM
30231G102
$7.31M
4 %

67,927

GOOGL
GOOGL

ALPHABET INC

CAP STK CL A
02079K305
$7.01M
4 %

37,054

LMT
LMT

LOCKHEED MARTIN CORP

COM
539830109
$4.96M
3 %

10,201

FCX
FCX

FREEPORT-MCMORAN INC

CL B
35671D857
$4.89M
3 %

128,349

CFR
CFR

CULLEN FROST BANKERS INC

COM
229899109
$4.75M
3 %

35,394

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