Fund HoldingsGlass Wealth Management Co LLC

Total Portfolio Value
$180.93M
Total Bought
$16.63M
Total Sold
$4.59M
Net Transaction
+$12.04M
Filing Period:
Securities
SharesValue ($K)
Q2 2024
Q3 2024
Change
Q2 2024
Q3 2024
Weight (%)
Change
APPLE INC(AAPL)34,27241,969+7,6977,2189,7795.40%+2,560
BROADCOM INC(AVGO)11,007110,480+99,47317,67219,05810.53%+1,386
NEWMONT CORP(NEM)88,19093,237+5,0473,6934,9842.75%+1,291
LOCKHEED MARTIN CORP(LMT)9,5419,806+2654,4575,7323.17%+1,276
TRUIST FINL CORP(TFC)39,87062,078+22,2081,5492,6551.47%+1,106
CULLEN FROST BANKERS INC(CFR)29,38735,224+5,8372,9873,9402.18%+954
NORTHROP GRUMMAN CORP(NOC)7,7708,025+2553,3874,2382.34%+850
BARRICK GOLD CORP176,455184,230+7,7752,9433,6642.03%+721
RTX CORPORATION(RTX)30,74530,482-2633,0863,6932.04%+607
ELI LILLY & CO(LLY)1,6292,309+6801,4752,0461.13%+571
TEXAS INSTRS INC(TXN)8,52110,121+1,6001,6582,0911.16%+433
THERMO FISHER SCIENTIFIC INC(TMO)4,3724,562+1902,4182,8221.56%+404
L3HARRIS TECHNOLOGIES INC(LHX)18,66019,265+6054,1914,5832.53%+392
EATON CORP PLC(ETN)2,9703,905+9359311,2940.72%+363
EXXON MOBIL CORP65,07366,987+1,9147,4917,8524.34%+361
VISA INC(V)5,2706,157+8871,3831,6930.94%+310
MORGAN STANLEY(MS)24,69525,783+1,0882,4002,6881.49%+288
FREEPORT-MCMORAN INC(FCX)122,319124,764+2,4455,9456,2283.44%+284
SANOFI(SNY)31,10530,845-2601,5091,7780.98%+268
CISCO SYS INC(CSCO)28,17028,676+5061,3381,5260.84%+188
PFIZER INC(PFE)100,570103,686+3,1162,8143,0011.66%+187
BLACKROCK INC(BLK)745746+15877080.39%+122
NOVARTIS AG(NVS)12,46012,46001,3261,4330.79%+107
INTERNATIONAL BUSINESS MACHS(IBM)2,1252,133+83684720.26%+104
DOW INC(DOW)39,74540,445+7002,1082,2101.22%+101
GE AEROSPACE(GE)5,1164,723-3938138910.49%+77
PROCTER AND GAMBLE CO(PG)17,51117,116-3952,8882,9641.64%+77
GENERAL DYNAMICS CORP(GD)5,8905,89001,7091,7800.98%+71
WALMART INC(WMT)3,5333,559+262392870.16%+48
SOUTHERN CO(SO)3,5653,56502773210.18%+45
HOME DEPOT INC(HD)582590+82002390.13%+39
JPMORGAN CHASE & CO.(JPM)3,3793,407+286837180.40%+35
ONEOK INC NEW(OKE)2,8512,85102322600.14%+27
ABBOTT LABS2,6262,559-672732920.16%+19
CADENCE DESIGN SYSTEM INC(CDNS)795865+702452340.13%-10
PEPSICO INC(PEP)1,6091,485-1242652530.14%-13
CHEVRON CORP NEW(CVX)23,55724,929+1,3723,6853,6712.03%-13
ALPHABET INC(GOOG)1,7601,800+403233010.17%-22
AMAZON COM INC(AMZN)32,10033,162+1,0626,2036,1793.42%-24
EMERSON ELEC CO(EMR)19,12918,904-2252,1072,0681.14%-40
UNITED PARCEL SERVICE INC(UPS)24,16523,900-2653,3073,2591.80%-48
ADOBE INC(ADBE)5,3725,655+2832,9842,9281.62%-56
BANK AMERICA CORP107,549106,217-1,3324,2774,2152.33%-63
MICROCHIP TECHNOLOGY INC.(MCHP)24,43727,012+2,5752,2362,1691.20%-67
PHILLIPS 66(PSX)29,44430,739+1,2954,1574,0412.23%-116
APPLIED MATLS INC12,94514,445+1,5003,0552,9191.61%-136
CORTEVA INC(CTVA)45,94839,673-6,2752,4782,3321.29%-146
NUTRIEN LTD(NTR)57,73557,330-4052,9392,7551.52%-184
MCDONALDS CORP(MCD)8770-8772230-223
MERCK & CO INC(MRK)32,65633,269+6134,0433,7782.09%-265
MICROSOFT CORP(MSFT)29,16729,652+48513,03612,7597.05%-277
SHELL PLC(SHEL)43,00342,818-1853,1042,8241.56%-280
NVIDIA CORPORATION(NVDA)56,48554,677-1,8086,9786,6403.67%-338
ALPHABET INC(GOOG)34,35035,474+1,1246,2575,8833.25%-373
LAM RESEARCH CORP(LRCX)2,2752,485+2102,4232,0281.12%-395
INTEL CORP(INTC)73,57175,611+2,0402,2781,7740.98%-505
BRISTOL-MYERS SQUIBB CO(BMY)53,2230-53,2232,2100-2,210
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