Fund HoldingsGlass Wealth Management Co LLC

Total Portfolio Value
$183.94M
Total Bought
$18.00M
Total Sold
$16.95M
Net Transaction
+$1.05M
Filing Period:
Securities
SharesValue ($K)
Q3 2024
Q4 2024
Change
Q3 2024
Q4 2024
Weight (%)
Change
BROADCOM INC(AVGO)110,480108,397-2,08319,05825,13113.66%+6,073
LAM RESEARCH CORP(LRCX)026,665+26,66501,9261.05%+1,926
APPLE INC(AAPL)41,96946,426+4,4579,77911,6266.32%+1,847
AMAZON COM INC(AMZN)33,16234,327+1,1656,1797,5314.09%+1,352
ALPHABET INC(GOOG)35,47437,054+1,5805,8837,0143.81%+1,131
CULLEN FROST BANKERS INC(CFR)35,22435,394+1703,9404,7522.58%+811
NVIDIA CORPORATION(NVDA)54,67755,407+7306,6407,4414.05%+801
BLACKROCK INC(BLK)0746+74607650.42%+765
MORGAN STANLEY(MS)25,78327,348+1,5652,6883,4381.87%+751
CONOCOPHILLIPS(COP)05,455+5,45505410.29%+541
VISA INC(V)6,1576,892+7351,6932,1781.18%+485
BANK AMERICA CORP106,217106,542+3254,2154,6832.55%+468
ASML HOLDING N V
N Y REGISTRY SHS
0562+56203900.21%+390
SYNOPSYS INC(SNPS)0765+76503710.20%+371
EATON CORP PLC(ETN)3,9054,975+1,0701,2941,6510.90%+357
TRUIST FINL CORP(TFC)62,07867,978+5,9002,6552,9491.60%+294
EMERSON ELEC CO(EMR)18,90418,90402,0682,3431.27%+275
CISCO SYS INC(CSCO)28,67628,905+2291,5261,7110.93%+185
RTX CORPORATION(RTX)30,48233,317+2,8353,6933,8552.10%+162
JPMORGAN CHASE & CO.(JPM)3,4073,527+1207188450.46%+127
WALMART INC(WMT)3,5593,919+3602873540.19%+67
ALPHABET INC(GOOG)1,8001,900+1003013620.20%+61
CADENCE DESIGN SYSTEM INC(CDNS)865915+502342750.15%+40
ELI LILLY & CO(LLY)2,3092,689+3802,0462,0761.13%+30
TEXAS INSTRS INC(TXN)10,12111,296+1,1752,0912,1181.15%+27
ONEOK INC NEW(OKE)2,8512,85102602860.16%+26
HOME DEPOT INC(HD)590649+592392520.14%+13
ABBOTT LABS2,5592,640+812922990.16%+7
INTERNATIONAL BUSINESS MACHS(IBM)2,1332,125-84724670.25%-4
PEPSICO INC(PEP)1,4851,48502532260.12%-27
SOUTHERN CO(SO)3,5653,56503212930.16%-28
MICROSOFT CORP(MSFT)29,65230,127+47512,75912,6996.90%-61
PROCTER AND GAMBLE CO(PG)17,11617,185+692,9642,8811.57%-83
SHELL PLC(SHEL)42,81843,463+6452,8242,7231.48%-101
GE AEROSPACE(GE)4,7234,398-3258917340.40%-157
CORTEVA INC(CTVA)39,67337,708-1,9652,3322,1481.17%-185
NOVARTIS AG(NVS)12,46012,46001,4331,2120.66%-221
GENERAL DYNAMICS CORP(GD)5,8905,89001,7801,5520.84%-228
PFIZER INC(PFE)103,686104,395+7093,0012,7701.51%-231
CHEVRON CORP NEW(CVX)24,92923,667-1,2623,6713,4281.86%-243
SANOFI(SNY)30,84531,145+3001,7781,5020.82%-275
NORTHROP GRUMMAN CORP(NOC)8,0258,405+3804,2383,9442.14%-293
INTEL CORP(INTC)75,61168,301-7,3101,7741,3690.74%-404
NUTRIEN LTD(NTR)57,33052,305-5,0252,7552,3411.27%-415
UNITED PARCEL SERVICE INC(UPS)23,90021,800-2,1003,2592,7491.49%-510
EXXON MOBIL CORP66,98767,927+9407,8527,3073.97%-545
ADOBE INC(ADBE)5,6555,345-3102,9282,3771.29%-551
DOW INC(DOW)40,44541,050+6052,2101,6470.90%-562
MERCK & CO INC(MRK)33,26932,279-9903,7783,2111.75%-567
PHILLIPS 66(PSX)30,73930,109-6304,0413,4301.86%-610
THERMO FISHER SCIENTIFIC INC(TMO)4,5624,122-4402,8222,1441.17%-678
APPLIED MATLS INC14,44513,765-6802,9192,2391.22%-680
L3HARRIS TECHNOLOGIES INC(LHX)19,26518,455-8104,5833,8812.11%-702
BLACKROCK INC(BLK)7460-7467080-708
BARRICK GOLD CORP184,230189,860+5,6303,6642,9431.60%-722
LOCKHEED MARTIN CORP(LMT)9,80610,201+3955,7324,9572.69%-775
MICROCHIP TECHNOLOGY INC.(MCHP)27,01223,972-3,0402,1691,3750.75%-794
FREEPORT-MCMORAN INC(FCX)124,764128,349+3,5856,2284,8882.66%-1,341
NEWMONT CORP(NEM)93,23789,722-3,5154,9843,3391.82%-1,644
LAM RESEARCH CORP(LRCX)2,4850-2,4852,0280-2,028
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