Glassy Mountain Advisors, Inc. has filed its 13F form on October 29, 2024 for Q3 2024 where it was disclosed a total value porftolio of $284 Million distributed in 59 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr with a value of $17.8M, Apple Inc. with a value of $16.7M, United Rentals, Inc. with a value of $15.3M, Microsoft Corp with a value of $14.9M, and Berkshire Hathaway Inc Class B with a value of $12.9M.

Examining the 13F form we can see an increase of $14.5M in the current position value, from $270M to 284M.

Below you can find more details about Glassy Mountain Advisors, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $284 Million
ETFs: $61.4 Million
Technology: $59.9 Million
Consumer Cyclical: $35.2 Million
Financial Services: $32.3 Million
Industrials: $30.2 Million
Healthcare: $19.7 Million
Communication Services: $19.3 Million
Consumer Defensive: $5.31 Million
Other: $3.02 Million

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 59
  • Current Value $284 Million
  • Prior Value $270 Million
  • Filing
  • Period Q3 2024
  • Filing Date October 29, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 6 stocks
  • Additional Purchases 33 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 10 stocks
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