Glassy Mountain Advisors, Inc. Reduced Holdings in Q1 2025

Glassy Mountain Advisors, Inc.

  • $275 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
AVGO
Broadcom Inc.

Technology
-3.39K
- 5.43%
$167.43 - $244.7 $568K - $831K
59.1K $9.89M
AAPL
Apple Inc.

Technology
-2.25K
- 3.24%
$209.68 - $247.1 $471K - $555K
67K $14.9M
WSM
Williams Sonoma Inc

Consumer Cyclical
-5.18K
- 10.1%
$158.1 - $217.71 $818K - $1.13M
46.1K $7.28M
GOOG
Alphabet Inc.

Communication Services
-1.74K
- 3.1%
$156.06 - $207.71 $271K - $361K
54.3K $8.48M
URI
United Rentals, Inc.

Industrials
-854
- 4.54%
$594.17 - $789.56 $507K - $674K
17.9K $11.2M
MSFT
Microsoft Corp

Technology
-810
- 2.53%
$375.39 - $447.2 $304K - $362K
31.2K $11.7M
AMZN
Amazon Com Inc

Consumer Cyclical
-828
- 1.73%
$190.26 - $242.06 $158K - $200K
46.9K $8.92M
BX
Blackstone Inc.

Financial Services
-1.08K
- 2.61%
$136.53 - $186.74 $147K - $202K
40.2K $5.63M
GOOGL
Alphabet Inc.

Communication Services
-1.04K
- 5.15%
$154.33 - $206.19 $161K - $215K
19.2K $2.97M
DFAT
Dimensional ETF Tr U S Target

ETFs
-397
- 0.24%
$50.44 - $58.1 $20K - $23.1K
164K $8.45M
MRK
Merck & Co., Inc.

Healthcare
-93
- 0.19%
$83.01 - $101.02 $7.72K - $9.39K
48.7K $4.37M
BAC
Bank Of America Corp

Financial Services
-3.31K
- 3.33%
$39.61 - $47.74 $131K - $158K
96.1K $4.01M
CSX
Csx Corp

Industrials
-812
- 0.72%
$29.11 - $33.67 $23.6K - $27.3K
112K $3.29M
ICSH
Blackrock Ultra Short Term Bon

ETFs
-4.49K
- 1.97%
$50.44 - $50.7 $226K - $228K
223K $11.3M
JCI
Johnson Controls International PLC

Industrials
-2.45K
- 4.51%
$76.12 - $90.6 $187K - $222K
52K $4.16M
LEN
Lennar Corp

Consumer Cyclical
-296
- 11.76%
$113.93 - $141.54 $33.7K - $41.9K
2.22K $254K
Blackrock Inc
-147
- 2.69%
N/A
5.32K $0
BAB
Invesco ETF Tr Ii Taxable Mun

ETFs
-218
- 0.61%
$25.83 - $27.09 $5.63K - $5.91K
35.5K $947K
NVS
Novartis Ag

Healthcare
-193
- 0.38%
$97.14 - $115.57 $18.7K - $22.3K
50.4K $5.61M
V
Visa Inc.

Financial Services
-287
- 1.12%
$306.92 - $362.71 $88.1K - $104K
25.4K $8.91M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-1.1K
- 3.91%
$442.66 - $534.52 $486K - $587K
27K $14.4M
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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