Glass Wealth Management Co LLC

Q1 2025 13F Holdings

  • Location
    san antonio, TX
  • Num holdings

    59

  • Value ($000)

    $166,654

  • Date Filed
    05/09/2025
  • Form type
    13F-HR
  • CIK
    0002017692
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
AVGO
AVGO

BROADCOM INC

COM
11135F101
$16.66M
10 %

99,482

MSFT
MSFT

MICROSOFT CORP

COM
594918104
$11.05M
7 %

29,427

AAPL
AAPL

APPLE INC

COM
037833100
$10.40M
6 %

46,831

XOM
XOM

EXXON MOBIL CORP

COM
30231G102
$7.87M
5 %

66,136

AMZN
AMZN

AMAZON COM INC

COM
023135106
$6.16M
4 %

32,392

GOOGL
GOOGL

ALPHABET INC

CAP STK CL A
02079K305
$5.61M
3 %

36,287

NVDA
NVDA

NVIDIA CORPORATION

COM
67066G104
$5.44M
3 %

50,184

FCX
FCX

FREEPORT-MCMORAN INC

CL B
35671D857
$4.68M
3 %

123,579

RTX
RTX

RTX CORPORATION

COM
75513E101
$4.38M
3 %

33,071

LMT
LMT

LOCKHEED MARTIN CORP

COM
539830109
$4.29M
3 %

9,596

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