The Analysis of Glassy Mountain Advisors, Inc.'s Holdings
Currently, Glassy Mountain Advisors, Inc. holds 79 types of securities in its portfolio with a total value $332.2M. In the most recent quarter, they have increased their positions in UNH (+3.9K shares, valued at $1.4M), SPYG (+3.9K shares, valued at $403.6K), GSLC (+3.1K shares, valued at $402.3K); decreased their positions in USIG (-18.1K shares, valued at $943.7K), FPE (-49.4K shares, valued at $901.8K), AGG (-8.6K shares, valued at $860.3K); initiated new positions in SPYG (+3.9K shares, valued at $403.6K), GSLC (+3.1K shares, valued at $402.3K), VTV (+2.0K shares, valued at $372.2K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
DFAX DIMENSIONAL ETF TRUST710.8K shares-0.41%2025-09-302025-11-06
AVGO BROADCOM INC56.7K shares-2.30%2025-09-302025-11-06 AAPL APPLE INC66.6K shares-0.39%2025-09-302025-11-06 URI UNITED RENTALS INC17.5K shares-2.51%2025-09-302025-11-06 MSFT MICROSOFT CORP30.7K shares-1.12%2025-09-302025-11-06 BRK.B BERKSHIRE HATHAWAY INC DEL26.6K shares-1.06%2025-09-302025-11-06 GOOG ALPHABET INC53.8K shares-1.75%2025-09-302025-11-06 AMZN AMAZON COM INC46.3K shares-1.99%2025-09-302025-11-06 BKNG BOOKING HOLDINGS INC1.8K shares-1.49%2025-09-302025-11-06 ICSH ISHARES TR195.5K shares-7.51%2025-09-302025-11-06 USIG ISHARES TR174.7K shares-9.37%2025-09-302025-11-06 WSM WILLIAMS SONOMA INC45.4K shares-0.94%2025-09-302025-11-06 LOW LOWES COS INC35.2K shares-1.48%2025-09-302025-11-06 V VISA INC25.3K shares-1.18%2025-09-302025-11-06 AMAT APPLIED MATLS INC41.0K shares-1.52%2025-09-302025-11-06 FPE FIRST TR EXCH TRADED FD III436.3K shares-10.18%2025-09-302025-11-06 AGG ISHARES TR75.6K shares-10.20%2025-09-302025-11-06 GD GENERAL DYNAMICS CORP21.3K shares-1.96%2025-09-302025-11-06 BX BLACKSTONE INC40.6K shares-0.80%2025-09-302025-11-06 NVS NOVARTIS AG50.5K shares-1.82%2025-09-302025-11-06 BLK BLACKROCK INC5.2K shares-2.15%2025-09-302025-11-06 JCI JOHNSON CTLS INTL PLC50.5K shares-1.93%2025-09-302025-11-06 HSY HERSHEY CO29.5K shares-1.53%2025-09-302025-11-06 DFAT DIMENSIONAL ETF TRUST90.6K shares-0.19%2025-09-302025-11-06 BAC BANK AMERICA CORP94.2K shares-2.00%2025-09-302025-11-06 ADBE ADOBE INC12.9K shares-1.11%2025-09-302025-11-06 IJR ISHARES TR37.7K shares-0.85%2025-09-302025-11-06 GOOGL ALPHABET INC18.2K shares-4.72%2025-09-302025-11-06 TEL TE CONNECTIVITY PLC18.9K shares-3.04%2025-09-302025-11-06 CSX CSX CORP115.1K shares-1.65%2025-09-302025-11-06 HCA HCA HEALTHCARE INC9.6K shares-1.24%2025-09-302025-11-06 NXST NEXSTAR MEDIA GROUP INC20.2K shares-3.83%2025-09-302025-11-06 MRK MERCK & CO INC47.5K shares-2.47%2025-09-302025-11-06 DIS DISNEY WALT CO33.9K shares-3.36%2025-09-302025-11-06 PSTG PURE STORAGE INC41.4K shares-1.86%2025-09-302025-11-06 MLPX GLOBAL X FDS54.9K shares-8.22%2025-09-302025-11-06 TSM TAIWAN SEMICONDUCTOR MFG LTD12.2K shares-1.18%2025-09-302025-11-06 UNH UNITEDHEALTH GROUP INC9.8K shares67.03%2025-09-302025-11-06 FALN ISHARES TR110.6K shares-9.04%2025-09-302025-11-06 CRM SALESFORCE INC12.9K shares-0.04%2025-09-302025-11-06 SCHD SCHWAB STRATEGIC TR104.8K shares-8.79%2025-09-302025-11-06 VPU VANGUARD WORLD FD14.6K shares-11.10%2025-09-302025-11-06 SCHH SCHWAB STRATEGIC TR113.4K shares-10.82%2025-09-302025-11-06 VTEB VANGUARD MUN BD FDS43.5K shares0.07%2025-09-302025-11-06 ARCC ARES CAPITAL CORP67.1K shares-6.74%2025-09-302025-11-06 BXMT BLACKSTONE MTG TR INC51.1K shares-9.58%2025-09-302025-11-06 DUHP DIMENSIONAL ETF TRUST20.4K shares6.63%2025-09-302025-11-06 MOAT VANECK ETF TRUST7.2K shares3.45%2025-09-302025-11-06 BAB INVESCO EXCH TRADED FD TR II25.0K shares-30.95%2025-09-302025-11-06 VOO VANGUARD INDEX FDS834 shares0.00%2025-09-302025-11-06 SPYG SPDR SERIES TRUST3.9K sharesnew addition2025-09-302025-11-06 GSLC GOLDMAN SACHS ETF TR3.1K sharesnew addition2025-09-302025-11-06 AEP AMERICAN ELEC PWR CO INC3.6K shares0.00%2025-09-302025-11-06 VTV VANGUARD INDEX FDS2.0K sharesnew addition2025-09-302025-11-06 ISRG INTUITIVE SURGICAL INC757 shares75.23%2025-09-302025-11-06 CCI CROWN CASTLE INC3.2K shares0.00%2025-09-302025-11-06 MA MASTERCARD INCORPORATED527 shares0.00%2025-09-302025-11-06 LEN LENNAR CORP2.2K shares0.00%2025-09-302025-11-06 NEE NEXTERA ENERGY INC3.7K shares0.00%2025-09-302025-11-06 OKE ONEOK INC NEW3.5K shares0.00%2025-09-302025-11-06 PFG PRINCIPAL FINANCIAL GROUP IN3.0K shares0.00%2025-09-302025-11-06 IWF ISHARES TR523 shares0.00%2025-09-302025-11-06 DCOR DIMENSIONAL ETF TRUST2.4K sharesnew addition2025-09-302025-11-06 SUSL ISHARES TR1.4K sharesnew addition2025-09-302025-11-06 SCHF SCHWAB STRATEGIC TR3.8K sharesnew addition2025-09-302025-11-06 IWD ISHARES TR396 sharesnew addition2025-09-302025-11-06 DFAS DIMENSIONAL ETF TRUST1.1K sharesnew addition2025-09-302025-11-06 IJK ISHARES TR749 sharesnew addition2025-09-302025-11-06 ISCG ISHARES TR1.3K sharesnew addition2025-09-302025-11-06 IGM ISHARES TR528 sharesnew addition2025-09-302025-11-06 VTI VANGUARD INDEX FDS175 sharesnew addition2025-09-302025-11-06 CWB SPDR SERIES TRUST576 sharesnew addition2025-09-302025-11-06 SUSC ISHARES TR2.0K sharesnew addition2025-09-302025-11-06 ITOT ISHARES TR281 sharesnew addition2025-09-302025-11-06 IDEV ISHARES TR508 sharesnew addition2025-09-302025-11-06 HYXF ISHARES TR672 sharesnew addition2025-09-302025-11-06 EAGG ISHARES TR655 sharesnew addition2025-09-302025-11-06 IYR ISHARES TR275 sharesnew addition2025-09-302025-11-06 BGRN ISHARES TR329 sharesnew addition2025-09-302025-11-06 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available