The Analysis of Glassy Mountain Advisors, Inc.'s Holdings

Currently, Glassy Mountain Advisors, Inc. holds 77 types of securities in its portfolio with a total value $330.7M. In the most recent quarter, they have increased their positions in IQV (+17.8K shares, valued at $4.0M), CRM (+2.8K shares, valued at $732.2K), AGG (+6.8K shares, valued at $678.0K); decreased their positions in N/A (-14.5K shares, valued at $5.0M), ICSH (-30.6K shares, valued at $1.5M), AAPL (-3.4K shares, valued at $933.0K); initiated new positions in IQV (+17.8K shares, valued at $4.0M), CGGR (+12.2K shares, valued at $544.1K), MLM (+350 shares, valued at $217.9K).

Top Holding Treemap

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

DFAX DIMENSIONAL ETF TRUST716.9K shares0.86%2025-12-312026-02-10

AAPL APPLE INC63.2K shares-5.15%2025-12-312026-02-10

ALPHABET INC ALPHABET INC51.2K shares-4.90%2025-12-312026-02-10

MSFT MICROSOFT CORP30.3K shares-1.56%2025-12-312026-02-10

BROADCOM INC BROADCOM INC42.2K shares-25.58%2025-12-312026-02-10

URI UNITED RENTALS INC16.8K shares-4.14%2025-12-312026-02-10

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL27.0K shares1.42%2025-12-312026-02-10

AMZN AMAZON COM INC46.2K shares-0.30%2025-12-312026-02-10

Sponsored

AMAT APPLIED MATLS INC38.6K shares-5.70%2025-12-312026-02-10

BKNG BOOKING HOLDINGS INC1.8K shares-1.57%2025-12-312026-02-10

USIG ISHARES TR181.2K shares3.73%2025-12-312026-02-10

V VISA INC25.6K shares0.91%2025-12-312026-02-10

LOW LOWES COS INC35.9K shares1.77%2025-12-312026-02-10

FPE FIRST TR EXCH TRADED FD III464.6K shares6.49%2025-12-312026-02-10

ICSH ISHARES TR164.9K shares-15.64%2025-12-312026-02-10

AGG ISHARES TR82.4K shares8.98%2025-12-312026-02-10

Sponsored

WSM WILLIAMS SONOMA INC43.8K shares-3.41%2025-12-312026-02-10

NVS NOVARTIS AG50.4K shares-0.12%2025-12-312026-02-10

GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP20.5K shares-3.85%2025-12-312026-02-10

BLACKSTONE INC BLACKSTONE INC40.5K shares-0.23%2025-12-312026-02-10

JCI JOHNSON CTLS INTL PLC48.7K shares-3.57%2025-12-312026-02-10

ALPHABET INC ALPHABET INC18.0K shares-1.09%2025-12-312026-02-10

BLACKROCK INC BLACKROCK INC5.1K shares-0.98%2025-12-312026-02-10

HSY HERSHEY CO30.0K shares1.70%2025-12-312026-02-10

Sponsored

DFAT DIMENSIONAL ETF TRUST90.7K shares0.16%2025-12-312026-02-10

BAC BANK AMERICA CORP92.5K shares-1.88%2025-12-312026-02-10

IJR ISHARES TR38.7K shares2.63%2025-12-312026-02-10

HCA HCA HEALTHCARE INC9.6K shares-0.16%2025-12-312026-02-10

TE CONNECTIVITY PLC TE CONNECTIVITY PLC19.6K shares3.47%2025-12-312026-02-10

TSM TAIWAN SEMICONDUCTOR MFG LTD14.0K shares15.10%2025-12-312026-02-10

CRM SALESFORCE INC15.7K shares21.44%2025-12-312026-02-10

ADBE ADOBE INC11.8K shares-8.19%2025-12-312026-02-10

Sponsored

CSX CSX CORP113.8K shares-1.14%2025-12-312026-02-10

NXST NEXSTAR MEDIA GROUP INC20.0K shares-0.93%2025-12-312026-02-10

IQV IQVIA HLDGS INC17.8K sharesnew addition2025-12-312026-02-10

DIS DISNEY WALT CO34.9K shares2.84%2025-12-312026-02-10

UNH UNITEDHEALTH GROUP INC10.0K shares2.62%2025-12-312026-02-10

MLPX GLOBAL X FDS53.3K shares-2.90%2025-12-312026-02-10

FALN ISHARES TR114.6K shares3.63%2025-12-312026-02-10

PSTG PURE STORAGE INC43.4K shares4.85%2025-12-312026-02-10

Sponsored

SCHD SCHWAB STRATEGIC TR105.5K shares0.65%2025-12-312026-02-10

VPU VANGUARD WORLD FD14.2K shares-3.26%2025-12-312026-02-10

SCHH SCHWAB STRATEGIC TR114.3K shares0.80%2025-12-312026-02-10

VTEB VANGUARD MUN BD FDS42.2K shares-3.15%2025-12-312026-02-10

ARCC ARES CAPITAL CORP60.2K shares-10.32%2025-12-312026-02-10

BXMT BLACKSTONE MTG TR INC44.9K shares-12.21%2025-12-312026-02-10

DUHP DIMENSIONAL ETF TRUST21.3K shares4.79%2025-12-312026-02-10

BAB INVESCO EXCH TRADED FD TR II25.1K shares0.12%2025-12-312026-02-10

Sponsored

MOAT VANECK ETF TRUST5.3K shares-25.96%2025-12-312026-02-10

CGGR CAPITAL GROUP GROWTH ETF12.2K sharesnew addition2025-12-312026-02-10

VANGUARD INDEX FDS VANGUARD INDEX FDS834 shares0.00%2025-12-312026-02-10

DCOR DIMENSIONAL ETF TRUST6.1K shares151.33%2025-12-312026-02-10

ISRG INTUITIVE SURGICAL INC757 shares0.00%2025-12-312026-02-10

AEP AMERICAN ELEC PWR CO INC3.3K shares-7.23%2025-12-312026-02-10

MA MASTERCARD INCORPORATED532 shares0.95%2025-12-312026-02-10

NEE NEXTERA ENERGY INC3.7K shares0.00%2025-12-312026-02-10

Sponsored

PFG PRINCIPAL FINANCIAL GROUP IN3.0K shares0.00%2025-12-312026-02-10

OKE ONEOK INC NEW3.5K shares0.00%2025-12-312026-02-10

IWF ISHARES TR523 shares0.00%2025-12-312026-02-10

CROWN CASTLE INC CROWN CASTLE INC2.8K shares-13.91%2025-12-312026-02-10

LEN LENNAR CORP2.2K shares0.00%2025-12-312026-02-10

MLM MARTIN MARIETTA MATLS INC350 sharesnew addition2025-12-312026-02-10

SUSL ISHARES TR1.4K shares0.28%2025-12-312026-02-10

VTI VANGUARD INDEX FDS510 shares191.43%2025-12-312026-02-10

Sponsored

SCHF SCHWAB STRATEGIC TR3.8K shares0.00%2025-12-312026-02-10

IWD ISHARES TR396 shares0.00%2025-12-312026-02-10

DFAS DIMENSIONAL ETF TRUST1.1K shares0.00%2025-12-312026-02-10

IDV ISHARES TR2.0K sharesnew addition2025-12-312026-02-10

IJK ISHARES TR751 shares0.27%2025-12-312026-02-10

ISCG ISHARES TR1.3K shares0.24%2025-12-312026-02-10

SUSC ISHARES TR2.0K shares0.00%2025-12-312026-02-10

IDEV ISHARES TR508 shares0.00%2025-12-312026-02-10

Sponsored

ITOT ISHARES TR281 shares0.00%2025-12-312026-02-10

HYXF ISHARES TR672 shares0.00%2025-12-312026-02-10

EAGG ISHARES TR655 shares0.00%2025-12-312026-02-10

IYR ISHARES TR275 shares0.00%2025-12-312026-02-10

BGRN ISHARES TR329 shares0.00%2025-12-312026-02-10

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available