Fund HoldingsGlassy Mountain Advisors, Inc.

Total Portfolio Value
$282.28M
Total Bought
$15.03M
Total Sold
$25.85M
Net Transaction
-$10.82M
Filing Period:
Securities
SharesValue ($K)
Q4 2024
Q1 2025
Change
Q4 2024
Q1 2025
Weight (%)
Change
TE CONNECTIVITY PLC(TEL)018,860+18,86002,6650.94%+2,665
PURE STORAGE INC(P)041,738+41,73801,8480.65%+1,848
BERKSHIRE HATHAWAY INC DEL28,05926,961-1,09812,71814,3595.09%+1,640
ISHARES TR68,46981,856+13,3876,6358,0972.87%+1,463
DIMENSIONAL ETF TRUST
WORLD EX US CORE
680,404698,668+18,26416,91518,3056.48%+1,390
FIRST TR EXCH TRADED FD III428,626477,080+48,4547,5878,3922.97%+805
VISA INC(V)25,72025,433-2878,1298,9133.16%+785
NOVARTIS AG(NVS)50,55950,366-1934,9205,6151.99%+695
HCA HEALTHCARE INC(HCA)8,6479,416+7692,5953,2541.15%+658
UNITEDHEALTH GROUP INC(UNH)8,3079,196+8894,2024,8161.71%+614
NEXSTAR MEDIA GROUP INC(NXST)20,42420,497+733,2263,6741.30%+447
SCHWAB STRATEGIC TR117,412126,269+8,8572,4732,7160.96%+243
GLOBAL X FDS
GLB X MLP ENRG I
60,34160,966+6253,6543,8901.38%+236
GENERAL DYNAMICS CORP(GD)20,91921,056+1375,5125,7392.03%+227
CHEVRON CORP NEW(CVX)01,249+1,24902090.07%+209
SELECT SECTOR SPDR TR
ST STR CARE ETF
01,426+1,42602080.07%+208
ENTERPRISE PRODS PARTNERS L(EPD)06,000+6,00002050.07%+205
ISHARES TR189,742190,755+1,0139,5409,7443.45%+204
VANGUARD WORLD FD
UTILITIES ETF
16,03416,484+4502,6202,8161.00%+195
BLACKSTONE MTG TR INC(BXMT)56,15157,149+9989781,1430.40%+165
SCHWAB STRATEGIC TR110,704113,828+3,1243,0243,1831.13%+158
HERSHEY CO(HSY)28,19428,834+6404,7754,9311.75%+157
VANGUARD MUN BD FDS39,94243,061+3,1192,0022,1370.76%+134
AMERICAN ELEC PWR CO INC3,5703,57003293900.14%+61
CROWN CASTLE INC(CCI)3,2273,22702933360.12%+43
ARES CAPITAL CORP(ARCC)72,03672,732+6961,5771,6120.57%+35
DIMENSIONAL ETF TRUST
US HIGH PROF ETF
15,49616,762+1,2665245550.20%+32
VANECK ETF TRUST
MRNGSTR WDE MOAT
5,4826,053+5715085330.19%+24
SOUTHERN CO(SO)2,4642,46402032270.08%+24
PRINCIPAL FINANCIAL GROUP IN(PFG)3,0003,00002322530.09%+21
ISHARES TR
FALN ANGLS USD
119,736120,139+4033,1983,2191.14%+20
INVESCO EXCH TRADED FD TR II
TAXABLE MUN BD
35,71835,500-2189349470.34%+13
MASTERCARD INCORPORATED(MA)53553502822930.10%+12
SELECT SECTOR SPDR TR
ST STR FINL ETF
4,3414,34102102160.08%+6
NEXTERA ENERGY INC(NEE)3,6603,66002622590.09%-3
ONEOK INC NEW(OKE)3,5003,50003513470.12%-4
VANGUARD INDEX FDS83483404494290.15%-21
INTUITIVE SURGICAL INC86886804534300.15%-23
SELECT SECTOR SPDR TR
ST STR TECHN ETF
99499402312050.07%-26
SALESFORCE INC(CRM)1,2241,22404093280.12%-81
LENNAR CORP(LEN)2,5172,221-2963432550.09%-88
JOHNSON CTLS INTL PLC
SHS
54,43651,983-2,4534,2974,1641.48%-132
ISHARES TR
ULTRA SHORT DUR
227,853223,365-4,48811,49111,3254.01%-166
ISHARES TR5230-5232100-210
CSX CORP(CSX)112,770111,958-8123,6393,2951.17%-344
BANK AMERICA CORP99,39996,086-3,3134,3694,0101.42%-359
DISNEY WALT CO(DIS)33,65733,871+2143,7483,3431.18%-405
MERCK & CO INC(MRK)48,78748,694-934,8534,3711.55%-483
LOWES COS INC(LOW)35,60235,413-1898,7878,2592.93%-527
BLACKROCK INC(BLK)5,4655,318-1475,6025,0331.78%-569
BOOKING HOLDINGS INC(BKNG)1,8821,890+89,3518,7083.08%-643
DIMENSIONAL ETF TRUST
US TARGETED VLU
164,497164,100-3979,1568,4492.99%-706
ADOBE INC(ADBE)12,62512,742+1175,6144,8871.73%-727
ALPHABET INC(GOOG)20,25919,215-1,0443,8352,9711.05%-864
APPLIED MATLS INC53,04753,186+1398,6277,7182.73%-909
BLACKSTONE INC(BX)41,32740,247-1,0807,1265,6261.99%-1,500
AMAZON COM INC(AMZN)47,73446,906-82810,4728,9243.16%-1,548
MICROSOFT CORP(MSFT)32,02531,215-81013,49811,7184.15%-1,781
UNITED RENTALS INC(URI)18,79717,943-85413,24211,2453.98%-1,996
ALPHABET INC(GOOG)56,00454,267-1,73710,6658,4783.00%-2,187
WILLIAMS SONOMA INC(WSM)51,23746,062-5,1759,4887,2822.58%-2,206
APPLE INC(AAPL)69,24567,000-2,24517,34014,8835.27%-2,458
BROADCOM INC(AVGO)62,48159,087-3,39414,4869,8933.50%-4,593
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