Fund HoldingsGlass Wealth Management Co LLC

Total Portfolio Value
$171.06M
Total Bought
$17.14M
Total Sold
$7.74M
Net Transaction
+$9.39M
Filing Period:
Securities
SharesValue ($K)
Q1 2024
Q2 2024
Change
Q1 2024
Q2 2024
Weight (%)
Change
BROADCOM INC(AVGO)10,85011,007+15714,38117,67210.33%+3,291
NVIDIA CORPORATION(NVDA)5,57556,485+50,9105,0376,9784.08%+1,941
APPLE INC(AAPL)34,26034,272+125,8757,2184.22%+1,343
NEWMONT CORP(NEM)68,33588,190+19,8552,4493,6932.16%+1,243
ALPHABET INC(GOOG)34,11534,350+2355,1496,2573.66%+1,108
GE AEROSPACE(GE)05,116+5,11608130.48%+813
MICROSOFT CORP(MSFT)29,20929,167-4212,28913,0367.62%+748
ELI LILLY & CO(LLY)1,0171,629+6127911,4750.86%+684
TRUIST FINL CORP(TFC)24,59539,870+15,2759591,5490.91%+590
APPLIED MATLS INC12,44012,945+5052,5663,0551.79%+489
AMAZON COM INC(AMZN)31,71532,100+3855,7216,2033.63%+483
ADOBE INC(ADBE)5,1275,372+2452,5872,9841.74%+397
EATON CORP PLC(ETN)1,9242,970+1,0466029310.54%+330
TEXAS INSTRS INC(TXN)7,7118,521+8101,3431,6580.97%+314
LAM RESEARCH CORP(LRCX)2,2202,275+552,1572,4231.42%+266
CADENCE DESIGN SYSTEM INC(CDNS)0795+79502450.14%+245
L3HARRIS TECHNOLOGIES INC(LHX)18,53018,660+1303,9494,1912.45%+242
BARRICK GOLD CORP165,245176,455+11,2102,7502,9431.72%+194
SHELL PLC(SHEL)43,45343,003-4502,9133,1041.81%+191
FREEPORT-MCMORAN INC(FCX)122,849122,319-5305,7765,9453.48%+168
MORGAN STANLEY(MS)23,83024,695+8652,2442,4001.40%+156
LOCKHEED MARTIN CORP(LMT)9,4619,541+804,3044,4572.61%+153
MICROCHIP TECHNOLOGY INC.(MCHP)23,62724,437+8102,1202,2361.31%+116
NOVARTIS AG(NVS)12,52512,460-651,2121,3260.78%+115
BANK AMERICA CORP109,819107,549-2,2704,1644,2772.50%+113
RTX CORPORATION(RTX)30,95530,745-2103,0193,0861.80%+67
PFIZER INC(PFE)99,096100,570+1,4742,7502,8141.64%+64
ALPHABET INC(GOOG)1,7601,76002683230.19%+55
GENERAL DYNAMICS CORP(GD)5,9195,890-291,6721,7091.00%+37
CHEVRON CORP NEW(CVX)23,13723,557+4203,6503,6852.15%+35
VISA INC(V)4,8555,270+4151,3551,3830.81%+28
SANOFI(SNY)30,47531,105+6301,4811,5090.88%+28
SOUTHERN CO(SO)3,5653,56502562770.16%+21
WALMART INC(WMT)3,7833,533-2502282390.14%+12
JPMORGAN CHASE & CO.(JPM)3,3793,37906776830.40%+7
ONEOK INC NEW(OKE)2,8512,85102292320.14%+4
PROCTER AND GAMBLE CO(PG)17,78117,511-2702,8852,8881.69%+3
PEPSICO INC(PEP)1,6271,609-182852650.16%-19
MCDONALDS CORP(MCD)87787702472230.13%-24
HOME DEPOT INC(HD)585582-32242000.12%-24
ABBOTT LABS2,6262,62602982730.16%-26
INTERNATIONAL BUSINESS MACHS(IBM)2,1252,12504063680.21%-38
BLACKROCK INC(BLK)750745-56255870.34%-39
CISCO SYS INC(CSCO)27,69528,170+4751,3821,3380.78%-44
EXXON MOBIL CORP65,00465,073+697,5567,4914.38%-65
THERMO FISHER SCIENTIFIC INC(TMO)4,2724,372+1002,4832,4181.41%-65
EMERSON ELEC CO(EMR)19,54419,129-4152,2172,1071.23%-109
SAN JUAN BASIN RTY TR21,0000-21,0001110-111
NUTRIEN LTD(NTR)57,04057,735+6953,0982,9391.72%-159
MERCK & CO INC(MRK)32,15132,656+5054,2424,0432.36%-200
ADVANCED MICRO DEVICES INC(AMD)1,1500-1,1502080-208
UNITED PARCEL SERVICE INC(UPS)23,82024,165+3453,5403,3071.93%-233
BOOZ ALLEN HAMILTON HLDG COR1,7000-1,7002520-252
CONOCOPHILLIPS(COP)2,2230-2,2232830-283
CORTEVA INC(CTVA)47,88645,948-1,9382,7622,4781.45%-283
NORTHROP GRUMMAN CORP(NOC)7,7317,770+393,7003,3871.98%-313
CULLEN FROST BANKERS INC(CFR)29,63729,387-2503,3362,9871.75%-350
DOW INC(DOW)43,54239,745-3,7972,5222,1081.23%-414
PHILLIPS 66(PSX)29,20029,444+2444,7704,1572.43%-613
INTEL CORP(INTC)71,78973,571+1,7823,1712,2781.33%-892
DUPONT DE NEMOURS INC(DD)12,3020-12,3029430-943
GENERAL ELECTRIC CO5,5530-5,5539750-975
BRISTOL-MYERS SQUIBB CO(BMY)59,78353,223-6,5603,2422,2101.29%-1,032
FORD MTR CO DEL(F)94,0290-94,0291,2490-1,249
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