Glassy Mountain Advisors, Inc. Purchases in Q1 2025

Glassy Mountain Advisors, Inc.

  • $275 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
PSTG
Pure Storage, Inc.

Technology
41.7K
New
$44.27 - $72.37 $1.85M - $3.02M
41.7K $1.85M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
13.4K
+ 19.55%
$95.85 - $99.25 $1.28M - $1.33M
81.9K $8.1M
DFAX
Dimensional ETF Tr
18.3K
+ 2.68%
$24.45 - $27.2 $447K - $497K
699K $18.3M
FPE
First Tr Pfd Secs & Income ETF

ETFs
48.5K
+ 11.3%
$17.53 - $17.87 $849K - $866K
477K $8.39M
HCA
Hca Healthcare, Inc.

Healthcare
769
+ 8.89%
$296.7 - $345.55 $228K - $266K
9.42K $3.25M
UNH
Unitedhealth Group Inc

Healthcare
889
+ 10.7%
$461.52 - $548.18 $410K - $487K
9.2K $4.82M
NXST
Nexstar Media Group, Inc.

Communication Services
73
+ 0.36%
$146.34 - $182.75 $10.7K - $13.3K
20.5K $3.67M
MLPX
Global X Mlp & Energy Infrastr

ETFs
625
+ 1.04%
$59.6 - $67.2 $37.3K - $42K
61K $3.89M
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
8.86K
+ 7.54%
$20.2 - $22.24 $179K - $197K
126K $2.72M
GD
General Dynamics Corp

Industrials
137
+ 0.65%
$241.94 - $272.58 $33.1K - $37.3K
21.1K $5.74M
CVX
Chevron Corp

Energy
1.25K
New
$146.71 - $167.97 $183K - $210K
1.25K $208K
EPD
Enterprise Products Partners L.P.

Energy
6K
New
$31.75 - $34.14 $191K - $205K
6K $204K
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
1.01K
+ 0.53%
$49.67 - $51.43 $50.3K - $52.1K
191K $9.74M
VPU
Vanguard Utilities ETF

ETFs
450
+ 2.81%
$161.24 - $173.33 $72.6K - $78K
16.5K $2.82M
BXMT
Blackstone Mortgage Trust, Inc.

Real Estate
998
+ 1.78%
$17.15 - $21.07 $17.1K - $21K
57.1K $1.14M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
3.12K
+ 2.82%
$27.01 - $28.54 $84.4K - $89.2K
114K $3.18M
HSY
Hershey CO

Consumer Defensive
640
+ 2.27%
$144.74 - $186.36 $92.6K - $119K
28.8K $4.93M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
3.12K
+ 7.81%
$49.25 - $50.66 $154K - $158K
43.1K $2.14M
MOAT
Vaneck Morningstar Wide Moat E

ETFs
571
+ 10.42%
N/A
6.05K $519K
ARCC
Ares Capital Corp

Financial Services
696
+ 0.97%
$21.28 - $23.81 $14.8K - $16.6K
72.7K $1.61M
DUHP
Dimensional ETF Tr Dimensional

ETFs
1.27K
+ 8.17%
$32.57 - $35.82 $41.2K - $45.3K
16.8K $555K
FALN
Ishares Tr Fallen Angels Usd B

ETFs
403
+ 0.34%
$26.64 - $27.14 $10.7K - $10.9K
120K $3.22M
Te Connectivity PLC
18.9K
New
N/A
18.9K $0
DIS
Walt Disney CO

Communication Services
214
+ 0.64%
$96.87 - $114.0 $20.7K - $24.4K
33.9K $3.34M
BKNG
Booking Holdings Inc.

Consumer Cyclical
8
+ 0.43%
$4295.4 - $5141.88 $34.4K - $41.1K
1.89K $8.71M
ADBE
Adobe Inc.

Technology
117
+ 0.93%
$377.84 - $464.11 $44.2K - $54.3K
12.7K $4.89M
AMAT
Applied Materials Inc

Technology
139
+ 0.26%
$145.06 - $195.51 $20.2K - $27.2K
53.2K $7.72M
Activity Summary
Buys All Purchases 28 New Holdings 5 Increased Positions 23 Sells All Sells 22 Reductions 22 Sold out 0 Options Calls 0 Puts 0
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