Fund HoldingsGlass Wealth Management Co LLC

Total Portfolio Value
$166.65M
Total Bought
$4.80M
Total Sold
$25.79M
Net Transaction
-$20.99M
Filing Period:
Securities
SharesValue ($K)
Q4 2024
Q1 2025
Change
Q4 2024
Q1 2025
Weight (%)
Change
ASML HOLDING N V
N Y REGISTRY SHS
5621,997+1,4353901,3230.79%+934
NEWMONT CORP(NEM)89,72286,517-3,2053,3394,1772.51%+838
BARRICK GOLD CORP189,860182,325-7,5352,9433,5442.13%+602
EXXON MOBIL CORP67,92766,136-1,7917,3077,8664.72%+559
RTX CORPORATION(RTX)33,31733,071-2463,8554,3812.63%+525
SHELL PLC(SHEL)43,46344,088+6252,7233,2311.94%+508
CHEVRON CORP NEW(CVX)23,66722,480-1,1873,4283,7612.26%+333
SANOFI(SNY)31,14531,925+7801,5021,7711.06%+268
VISA INC(V)6,8926,907+152,1782,4211.45%+242
ELI LILLY & CO(LLY)2,6892,784+952,0762,2991.38%+223
AMGEN INC(AMGN)0705+70502200.13%+220
AT&T INC(T)07,743+7,74302190.13%+219
HOME DEPOT INC(HD)6491,126+4772524130.25%+160
NOVARTIS AG(NVS)12,46012,310-1501,2121,3720.82%+160
NORTHROP GRUMMAN CORP(NOC)8,4058,005-4003,9444,0992.46%+154
GE AEROSPACE(GE)4,3984,405+77348820.53%+148
TRUIST FINL CORP(TFC)67,97874,308+6,3302,9493,0581.83%+109
INTEL CORP(INTC)68,30164,641-3,6601,3691,4680.88%+99
PROCTER AND GAMBLE CO(PG)17,18517,480+2952,8812,9791.79%+98
CISCO SYS INC(CSCO)28,90529,005+1001,7111,7901.07%+79
INTERNATIONAL BUSINESS MACHS(IBM)2,1252,12504675280.32%+61
PHILLIPS 66(PSX)30,10928,229-1,8803,4303,4862.09%+55
GENERAL DYNAMICS CORP(GD)5,8905,89001,5521,6050.96%+54
ABBOTT LABS2,6402,64002993500.21%+52
PEPSICO INC(PEP)1,4851,785+3002262680.16%+42
CONOCOPHILLIPS(COP)5,4555,45505415730.34%+32
NUTRIEN LTD(NTR)52,30547,685-4,6202,3412,3691.42%+28
JPMORGAN CHASE & CO.(JPM)3,5273,52708458650.52%+20
LAM RESEARCH CORP(LRCX)26,66526,600-651,9261,9341.16%+8
ONEOK INC NEW(OKE)2,8512,85102862830.17%-3
WALMART INC(WMT)3,9193,91903543440.21%-10
SOUTHERN CO(SO)3,5652,940-6252932700.16%-23
SYNOPSYS INC(SNPS)765750-153713220.19%-50
BLACKROCK INC(BLK)74674607657060.42%-59
ALPHABET INC(GOOG)1,9001,90003622970.18%-65
CORTEVA INC(CTVA)37,70832,163-5,5452,1482,0241.21%-124
THERMO FISHER SCIENTIFIC INC(TMO)4,1224,040-822,1442,0101.21%-134
FREEPORT-MCMORAN INC(FCX)128,349123,579-4,7704,8884,6792.81%-209
DOW INC(DOW)41,05040,280-7701,6471,4070.84%-241
APPLIED MATLS INC13,76513,695-702,2391,9871.19%-251
L3HARRIS TECHNOLOGIES INC(LHX)18,45517,325-1,1303,8813,6262.18%-254
CADENCE DESIGN SYSTEM INC(CDNS)9150-9152750-275
EMERSON ELEC CO(EMR)18,90418,524-3802,3432,0311.22%-312
ADOBE INC(ADBE)5,3455,350+52,3772,0521.23%-325
EATON CORP PLC(ETN)4,9754,790-1851,6511,3020.78%-349
TEXAS INSTRS INC(TXN)11,2969,776-1,5202,1181,7571.05%-361
CULLEN FROST BANKERS INC(CFR)35,39433,679-1,7154,7524,2172.53%-535
PFIZER INC(PFE)104,39587,266-17,1292,7702,2111.33%-558
UNITED PARCEL SERVICE INC(UPS)21,80019,630-2,1702,7492,1591.30%-590
MORGAN STANLEY(MS)27,34824,216-3,1323,4382,8251.70%-613
MERCK & CO INC(MRK)32,27928,929-3,3503,2112,5971.56%-614
BANK AMERICA CORP106,54297,122-9,4204,6834,0532.43%-630
LOCKHEED MARTIN CORP(LMT)10,2019,596-6054,9574,2872.57%-670
MICROCHIP TECHNOLOGY INC.(MCHP)23,97213,237-10,7351,3756410.38%-734
APPLE INC(AAPL)46,42646,831+40511,62610,4036.24%-1,223
AMAZON COM INC(AMZN)34,32732,392-1,9357,5316,1633.70%-1,368
ALPHABET INC(GOOG)37,05436,287-7677,0145,6113.37%-1,403
MICROSOFT CORP(MSFT)30,12729,427-70012,69911,0476.63%-1,652
NVIDIA CORPORATION(NVDA)55,40750,184-5,2237,4415,4393.26%-2,002
BROADCOM INC(AVGO)108,39799,482-8,91525,13116,6569.99%-8,474
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