Glassy Mountain Advisors, Inc.
Q1 2025 13F Holdings
- Locationbethesda, MD
- Num holdings
62
- Value ($000)
$282,276
- Date Filed04/28/2025
- Form type13F-HR
- CIK0001914617
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
DFAX DIMENSIONAL ETF TRUST | WORLD EX US CORE | 25434V880 | $18.31M | 7 % | 698,668 | ||
AAPL APPLE INC | COM | 037833100 | $14.88M | 5 % | 67,000 | ||
BRK.B BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | $14.36M | 5 % | 26,961 | ||
MSFT MICROSOFT CORP | COM | 594918104 | $11.72M | 4 % | 31,215 | ||
ICSH ISHARES TR | ULTRA SHORT-TERM | 46434V878 | $11.32M | 4 % | 223,365 | ||
URI UNITED RENTALS INC | COM | 911363109 | $11.25M | 4 % | 17,943 | ||
AVGO BROADCOM INC | COM | 11135F101 | $9.89M | 4 % | 59,087 | ||
USIG ISHARES TR | USD INV GRDE ETF | 464288620 | $9.74M | 4 % | 190,755 | ||
AMZN AMAZON COM INC | COM | 023135106 | $8.92M | 3 % | 46,906 | ||
V VISA INC | COM CL A | 92826C839 | $8.91M | 3 % | 25,433 |
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