Glassy Mountain Advisors, Inc. Incresed Positions in Q4 2024

Glassy Mountain Advisors, Inc.

  • $287 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
AMZN
Amazon Com Inc

Consumer Cyclical
186
+ 0.39%
$180.88 - $232.93 $33.6K - $43.3K
47.7K $10.5M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
17.6K
+ 34.47%
$96.64 - $101.23 $1.7M - $1.78M
68.5K $6.63M
FPE
First Tr Pfd Secs & Income ETF

ETFs
74.8K
+ 21.16%
$17.65 - $18.18 $1.32M - $1.36M
429K $7.59M
V
Visa Inc.

Financial Services
141
+ 0.55%
$273.87 - $320.91 $38.6K - $45.2K
25.7K $8.13M
BX
Blackstone Inc.

Financial Services
36
+ 0.09%
$148.45 - $199.05 $5.34K - $7.17K
41.3K $7.13M
DIS
Walt Disney CO

Communication Services
870
+ 2.65%
$92.39 - $117.6 $80.4K - $102K
33.7K $3.75M
BAC
Bank Of America Corp

Financial Services
1.91K
+ 1.95%
$39.22 - $47.77 $74.7K - $91K
99.4K $4.37M
MLPX
Global X Mlp & Energy Infrastr

ETFs
1.66K
+ 2.83%
$54.89 - $64.32 $91.1K - $107K
60.3K $3.65M
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
15.9K
+ 9.17%
$50.14 - $52.56 $799K - $837K
190K $9.54M
DUHP
Dimensional ETF Tr Dimensional

ETFs
6.69K
+ 75.89%
$33.62 - $35.69 $225K - $239K
15.5K $523K
MOAT
Vaneck Morningstar Wide Moat E

ETFs
2.48K
+ 82.61%
N/A
5.48K $470K
BAB
Invesco ETF Tr Ii Taxable Mun

ETFs
9.17K
+ 34.53%
$26.08 - $27.65 $239K - $253K
35.7K $934K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
76.9K
+ 227.75%
$26.93 - $84.95 $2.07M - $6.53M
111K $3.02M
VPU
Vanguard Utilities ETF

ETFs
1.55K
+ 10.69%
$160.52 - $179.11 $249K - $277K
16K $2.62M
DFAT
Dimensional ETF Tr U S Target

ETFs
1.33K
+ 0.82%
$54.54 - $61.04 $72.8K - $81.4K
164K $9.16M
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
13.1K
+ 12.58%
$20.55 - $23.26 $270K - $305K
117K $2.47M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
1.09K
+ 2.81%
$49.79 - $51.14 $54.3K - $55.8K
39.9K $2M
NXST
Nexstar Media Group, Inc.

Communication Services
493
+ 2.47%
$157.01 - $188.5 $77.4K - $92.9K
20.4K $3.23M
CSX
Csx Corp

Industrials
2.64K
+ 2.4%
$31.58 - $36.88 $83.4K - $97.4K
113K $3.64M
UNH
Unitedhealth Group Inc

Healthcare
273
+ 3.4%
$485.52 - $625.25 $133K - $171K
8.31K $4.2M
HSY
Hershey CO

Consumer Defensive
491
+ 1.77%
$168.67 - $193.65 $82.8K - $95.1K
28.2K $4.77M
GD
General Dynamics Corp

Industrials
409
+ 1.99%
$260.28 - $314.03 $106K - $128K
20.9K $5.51M
NVS
Novartis Ag

Healthcare
1.78K
+ 3.64%
$96.78 - $117.18 $172K - $208K
50.6K $4.92M
HCA
Hca Healthcare, Inc.

Healthcare
250
+ 2.98%
$297.52 - $415.61 $74.4K - $104K
8.65K $2.6M
ADBE
Adobe Inc.

Technology
194
+ 1.56%
$437.39 - $552.96 $84.9K - $107K
12.6K $5.61M
DFAX
Dimensional ETF Tr
23.2K
+ 3.52%
$24.76 - $27.04 $574K - $626K
680K $16.9M
Activity Summary
Buys All Purchases 31 New Holdings 4 Increased Positions 27 Sells All Sells 18 Reductions 18 Sold out 0 Options Calls 0 Puts 0
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