Glass Wealth Management Co LLC

13F Portfolio Filings

Latest 13F report
Q2 2024 - Jul 30, 2024
Value $
$171M
Signature - Title
Kelly Harris - Executive Assistant
Location
1020 Ne Loop 410 Ste. 802, San Antonio, TX
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q2 2024 57 $171M +$11.5M -$4.94M +$6.55M AVGO, MSFT, XOM, AAPL, NVDA 13F-HR 7/30/2024, 11:43 AM
Q1 2024 62 $164M $0 $0 AVGO, MSFT, XOM, AAPL, FCX 13F-HR 5/1/2024, 11:52 AM