GM

Glassy Mountain Advisors, Inc.

13F
Glassy Mountain Advisors, Inc.
Last update 2024-10-30 59 Stocks (6 new)
Value $285.00 Mil Turnover 7 %
Countries:
Top Holdings: DFAX(6.23%)AAPL(5.85%)URI(5.37%)MSFT(5.24%)BRK.B(4.54%)
Portfolio Report
Summary Stock Picks Current Portfolio
Glassy Mountain Advisors, Inc.... Top Holdings of 2024-09-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
DFAX 		Dimensional World ex U.S. Core Equity 2 ETF
657,238
17752.000
+4.58%
6.230
+0.27%
0.240
+1.39%
+4.18%
7062.122
 
AAPL 		Apple Inc
71,524
16665.150
-6.97%
5.850
-0.42%
0.000
+3.37%
+17.23%
3389420.990
Hardware
URI 		United Rentals Inc
18,868
15278.190
-6.84%
5.370
-0.33%
0.030
+26.47%
+52.54%
56983.852
Business Services
MSFT 		Microsoft Corp
34,655
14911.920
+3.66%
5.240
+0.18%
0.000
+4.33%
+13.28%
3146664.593
Software
BRK.B 		Berkshire Hathaway Inc
28,102
12934.000
-4.68%
4.540
-0.21%
0.000
+8.41%
+30.82%
1005063.987
Insurance
ICSH 		iShares Ultra Short-Term Bond Active ETF
239,739
12164.340
+2.37%
4.270
+0.10%
0.220
-0.07%
+0.31%
5560.713
 
AVGO 		Broadcom Inc
62,646
10806.350
-1.22%
3.800
-0.05%
0.000
+18.98%
+59.60%
822348.333
Semiconductors
AMAT 		Applied Materials Inc
53,463
10802.160
+1.70%
3.790
+0.06%
0.010
-3.17%
+15.77%
153817.313
Semiconductors
LOW 		Lowe's Companies Inc
35,635
9651.720
-3.77%
3.390
-0.11%
0.010
+17.34%
+23.63%
153112.697
Retail - Cyclical
GOOG 		Alphabet Inc
56,976
9525.840
-0.50%
3.350
-0.02%
0.000
+11.82%
+30.23%
2233226.439
Interactive Media

Glassy Mountain Advisors, Inc.'s Historical Top Holdings Breakdowns

Glassy Mountain Advisors, Inc.'s Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
BLK 		BlackRock Inc2024-09-30Sold Out
-1.66%
●
782.27 ($865.46) 949.51
$1,036.35
19.75%
Sold Out
0
-5,689
UNH 		UnitedHealth Group Inc2024-09-30New Buy
+1.65%
●
488.01 ($565.61) 604.18
$614.67
8.67%
New holding
8,034
8,034
CVS 		CVS Health Corp2024-09-30Sold Out
-1.64%
●
55.81 ($58.34) 63.18
$54.03
-7.39%
Sold Out
0
-75,026
HCA 		HCA Healthcare Inc2024-09-30New Buy
+1.20%
●
315.12 ($366.12) 406.43
$350.53
-4.26%
New holding
8,397
8,397
MDT 		Medtronic PLC2024-09-30Sold Out
-0.83%
●
76.84 ($84.12) 91.03
$88.30
4.97%
Sold Out
0
-28,371
SCHD 		Schwab US Dividend Equity ETF2024-09-30Add
+0.68%
●
25.67 ($27.24) 28.35
$28.91
6.13%
Add 211.74%
101,331
22,942
SPY 		S&P 500 ETF TRUST ETF2024-09-30New Buy
+0.52%
●
517.38 ($552.93) 573.76
$596.79
7.93%
New holding
2,569
2,569
AAPL 		Apple Inc2024-09-30Reduce
-0.42%
●
207.23 ($223.32) 234.82
$224.23
0.41%
Reduce -6.97%
71,524
-5,357
URI 		United Rentals Inc2024-09-30Reduce
-0.33%
●
627.41 ($719.26) 814.1
$868.36
20.73%
Reduce -6.84%
18,868
-1,386
AGG 		iShares Core U.S. Aggregate Bond ETF2024-09-30Add
+0.32%
●
96.25 ($99.77) 101.98
$97.72
-2.05%
Add 21.19%
50,918
8,903

Glassy Mountain Advisors, Inc. Total Holding History ($B)

To

Glassy Mountain Advisors, Inc.'s Asset Allocation

To

Glassy Mountain Advisors, Inc. Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Glassy Mountain Advisors, Inc.'s Hypothetical Growth since 2024-09-30

Glassy Mountain Advisors, Inc.'s Yearly Returns

Year Portfolio % % Excess Gain %

Glassy Mountain Advisors, Inc.'s Holdings Heat Map

Size field:

Glassy Mountain Advisors, Inc.'s Holdings Bubble Chart

Glassy Mountain Advisors, Inc. News

  • 1

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