Fund HoldingsGlass Wealth Management Co LLC

Total Portfolio Value
$187.78M
Total Bought
$17.23M
Total Sold
$24.64M
Net Transaction
-$7.41M
Filing Period:
Securities
SharesValue ($K)
Q1 2025
Q2 2025
Change
Q1 2025
Q2 2025
Weight (%)
Change
BROADCOM INC(AVGO)99,48296,181-3,30116,65626,51214.12%+9,856
BARRICK MNG CORP(B)0191,225+191,22503,9812.12%+3,981
MICROSOFT CORP(MSFT)29,42729,280-14711,04714,5647.76%+3,518
NVIDIA CORPORATION(NVDA)50,18452,139+1,9555,4398,2374.39%+2,798
NEWMONT CORP(NEM)86,51788,907+2,3904,1775,1802.76%+1,003
AMAZON COM INC(AMZN)32,39232,557+1656,1637,1433.80%+980
ALPHABET INC(GOOG)36,28737,032+7455,6116,5263.48%+915
LAM RESEARCH CORP(LRCX)26,60028,870+2,2701,9342,8101.50%+876
ASML HOLDING N V
N Y REGISTRY SHS
1,9972,684+6871,3232,1511.15%+828
FREEPORT-MCMORAN INC(FCX)123,579126,559+2,9804,6795,4862.92%+808
L3HARRIS TECHNOLOGIES INC(LHX)17,32517,520+1953,6264,3952.34%+768
MORGAN STANLEY(MS)24,21624,336+1202,8253,4281.83%+603
APPLIED MATLS INC13,69514,145+4501,9872,5901.38%+602
EATON CORP PLC(ETN)4,7904,930+1401,3021,7600.94%+458
EMERSON ELEC CO(EMR)18,52418,309-2152,0312,4411.30%+410
RTX CORPORATION(RTX)33,07132,732-3394,3814,7802.55%+399
NUTRIEN LTD(NTR)47,68546,940-7452,3692,7341.46%+365
CORTEVA INC(CTVA)32,16330,872-1,2912,0242,3011.23%+277
CISCO SYS INC(CSCO)29,00529,455+4501,7902,0441.09%+254
VISA INC(V)6,9077,524+6172,4212,6711.42%+251
TEXAS INSTRS INC(TXN)9,7769,617-1591,7571,9971.06%+240
TRUIST FINL CORP(TFC)74,30876,003+1,6953,0583,2671.74%+210
BANK AMERICA CORP97,12289,967-7,1554,0534,2572.27%+204
LOCKHEED MARTIN CORP(LMT)9,5969,645+494,2874,4672.38%+180
MICROCHIP TECHNOLOGY INC.(MCHP)13,23711,667-1,5706418210.44%+180
GENERAL DYNAMICS CORP(GD)5,8905,965+751,6051,7400.93%+134
NOVARTIS AG(NVS)12,31012,31001,3721,4900.79%+117
JPMORGAN CHASE & CO.(JPM)3,5273,353-1748659720.52%+107
CULLEN FROST BANKERS INC(CFR)33,67933,479-2004,2174,3032.29%+87
BLACKROCK INC(BLK)746726-207067620.41%+56
INTERNATIONAL BUSINESS MACHS(IBM)2,1251,950-1755285750.31%+46
ALPHABET INC(GOOG)1,9001,90002973370.18%+40
WALMART INC(WMT)3,9193,91903443830.20%+39
ADOBE INC(ADBE)5,3505,370+202,0522,0781.11%+26
ABBOTT LABS2,6402,64003503590.19%+9
AT&T INC(T)7,7437,700-432192230.12%+4
SOUTHERN CO(SO)2,9402,94002702700.14%-0
GE AEROSPACE(GE)4,4053,400-1,0058828750.47%-7
AMGEN INC(AMGN)705755+502202110.11%-9
HOME DEPOT INC(HD)1,1261,099-274134030.21%-10
INTEL CORP(INTC)64,64164,436-2051,4681,4430.77%-25
NORTHROP GRUMMAN CORP(NOC)8,0058,125+1204,0994,0622.16%-36
ONEOK INC NEW(OKE)2,8512,85102832330.12%-50
ELI LILLY & CO(LLY)2,7842,876+922,2992,2421.19%-57
CONOCOPHILLIPS(COP)5,4555,030-4255734510.24%-121
SHELL PLC(SHEL)44,08844,013-753,2313,0991.65%-132
PFIZER INC(PFE)87,26685,347-1,9192,2112,0691.10%-142
PHILLIPS 66(PSX)28,22927,734-4953,4863,3091.76%-177
SANOFI(SNY)31,92532,850+9251,7711,5870.85%-184
PROCTER AND GAMBLE CO(PG)17,48017,295-1852,9792,7551.47%-224
PEPSICO INC(PEP)1,7850-1,7852680-268
MERCK & CO INC(MRK)28,92928,784-1452,5972,2791.21%-318
SYNOPSYS INC(SNPS)7500-7503220-322
UNITED PARCEL SERVICE INC(UPS)19,63017,665-1,9652,1591,7830.95%-376
CHEVRON CORP NEW(CVX)22,48022,487+73,7613,2201.71%-541
THERMO FISHER SCIENTIFIC INC(TMO)4,0403,370-6702,0101,3660.73%-644
EXXON MOBIL CORP66,13666,201+657,8667,1373.80%-729
APPLE INC(AAPL)46,83144,959-1,87210,4039,2244.91%-1,178
DOW INC(DOW)40,2800-40,2801,4070-1,407
BARRICK GOLD CORP182,3250-182,3253,5440-3,544
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