Glassy Mountain Advisors, Inc. Purchases in Q3 2024

Glassy Mountain Advisors, Inc.

  • $284 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
UNH
Unitedhealth Group Inc

Healthcare
8.03K
New
$488.01 - $604.18 $3.92M - $4.85M
8.03K $4.7M
HCA
Hca Healthcare, Inc.

Healthcare
8.4K
New
$315.12 - $406.43 $2.65M - $3.41M
8.4K $3.41M
DFAX
Dimensional ETF Tr
28.8K
+ 4.58%
$24.29 - $27.25 $699K - $784K
657K $17.8M
SPY
Spdr S&P 500 ETF Trust

ETFs
2.57K
New
$517.38 - $573.86 $1.33M - $1.47M
2.57K $1.47M
BX
Blackstone Inc.

Financial Services
1.61K
+ 4.04%
$120.77 - $159.66 $194K - $256K
41.3K $6.32M
DFAT
Dimensional ETF Tr U S Target

ETFs
9.07K
+ 5.88%
$51.0 - $57.07 $462K - $517K
163K $9.08M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
8.9K
+ 21.19%
$96.25 - $101.98 $857K - $908K
50.9K $5.16M
V
Visa Inc.

Financial Services
2.21K
+ 9.44%
$253.74 - $291.56 $560K - $643K
25.6K $7.03M
JCI
Johnson Controls International PLC

Industrials
2.95K
+ 5.69%
$65.52 - $77.61 $193K - $229K
54.8K $4.25M
ADP
Automatic Data Processing Inc

Industrials
2.52K
New
$233.44 - $279.45 $587K - $703K
2.52K $696K
AVGO
Broadcom Inc.

Technology
56.3K
+ 887.8%
$136.27 - $1745.86 $7.67M - $98.3M
62.6K $10.8M
NVS
Novartis Ag

Healthcare
1.37K
+ 2.9%
$106.13 - $120.89 $146K - $166K
48.8K $5.61M
HSY
Hershey CO

Consumer Defensive
1.84K
+ 7.12%
$182.45 - $203.25 $336K - $374K
27.7K $5.31M
FPE
First Tr Pfd Secs & Income ETF

ETFs
10.6K
+ 3.09%
$17.35 - $18.22 $184K - $193K
354K $6.4M
VPU
Vanguard Utilities ETF

ETFs
439
+ 3.13%
$146.64 - $174.54 $64.4K - $76.6K
14.5K $2.52M
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
4.49K
+ 4.5%
$19.78 - $23.53 $88.8K - $106K
104K $2.42M
VIG
Vanguard Dividend Appreciation

ETFs
1.98K
New
$182.15 - $182.15 $360K - $360K
1.98K $360K
ICSH
Blackrock Ultra Short Term Bon

ETFs
5.54K
+ 2.37%
$50.32 - $50.75 $279K - $281K
240K $12.2M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
1.27K
+ 3.91%
$77.02 - $85.06 $98K - $108K
33.8K $2.86M
GD
General Dynamics Corp

Industrials
146
+ 0.72%
$279.51 - $308.09 $40.8K - $45K
20.5K $6.2M
DIS
Walt Disney CO

Communication Services
3.29K
+ 11.17%
$85.6 - $98.61 $282K - $325K
32.8K $3.15M
MLPX
Global X Mlp & Energy Infrastr

ETFs
414
+ 0.71%
$50.37 - $55.21 $20.9K - $22.9K
58.7K $3.19M
FALN
Ishares Tr Fallen Angels Usd B

ETFs
3.08K
+ 2.91%
$26.01 - $27.41 $80K - $84.3K
109K $2.98M
CSX
Csx Corp

Industrials
2.65K
+ 2.46%
$32.48 - $35.45 $85.9K - $93.8K
110K $3.8M
NXST
Nexstar Media Group, Inc.

Communication Services
1.12K
+ 5.98%
$154.25 - $184.79 $173K - $208K
19.9K $3.29M
BAC
Bank Of America Corp

Financial Services
3.5K
+ 3.72%
$36.65 - $44.13 $128K - $154K
97.5K $3.87M
BXMT
Blackstone Mortgage Trust, Inc.

Real Estate
1.53K
+ 2.56%
$17.09 - $20.23 $26.2K - $31K
61.4K $1.17M
WSM
Williams Sonoma Inc

Consumer Cyclical
24K
+ 84.76%
$128.47 - $280.94 $3.09M - $6.75M
52.3K $8.11M
BAB
Invesco ETF Tr Ii Taxable Mun

ETFs
1.46K
+ 5.81%
$26.14 - $27.97 $38.1K - $40.8K
26.6K $732K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
510
+ 1.33%
$49.93 - $51.15 $25.5K - $26.1K
38.9K $1.99M
DUHP
Dimensional ETF Tr Dimensional

ETFs
899
+ 11.36%
$30.74 - $34.07 $27.6K - $30.6K
8.81K $300K
AMZN
Amazon Com Inc

Consumer Cyclical
1.86K
+ 4.08%
$161.02 - $200.0 $300K - $373K
47.5K $8.86M
MOAT
Vaneck Morningstar Wide Moat E

ETFs
315
+ 11.72%
$85.84 - $85.84 $27K - $27K
3K $257K
American Healthcare Reit Inc
15.2K
New
N/A
15.2K $0
MSFT
Microsoft Corp

Technology
1.22K
+ 3.66%
$395.15 - $467.56 $483K - $571K
34.7K $14.9M
MRK
Merck & Co., Inc.

Healthcare
1.56K
+ 3.29%
$111.15 - $128.97 $174K - $201K
48.9K $5.56M
ADBE
Adobe Inc.

Technology
132
+ 1.07%
$508.13 - $586.55 $67.1K - $77.4K
12.4K $6.44M
AMAT
Applied Materials Inc

Technology
896
+ 1.7%
$174.88 - $254.97 $157K - $228K
53.5K $10.8M
Activity Summary
Buys All Purchases 39 New Holdings 6 Increased Positions 33 Sells All Sells 10 Reductions 10 Sold out 0 Options Calls 0 Puts 0
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