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| Happy Holidays!! thanks for using AUM13F!! |
| Glassy Mountain Advisors Inc
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| CRD # | 314937 |
| SEC # | 801-121469 |
| CIK # | 0001914617 |
| AUM | $334.9 M (2025-03-27) |
| Employees | 6 (100% Investors, 0% Brokers) |
| Phone | 301-541-8900 |
| Address | 7200 Wisconsin Avenue Bethesda, MD 20814 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001914617 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Broadcom Inc | 16.0 | ||
| Microsoft Corp | 15.5 | ||
| Apple Inc | 13.7 | ||
| United Rentals Inc /DE | 13.6 | ||
| Priceline Com Inc | 10.9 | ||
| Amazon Com Inc | 10.4 | ||
| Alphabet Inc | 9.7 | ||
| VISA Inc | 9.1 | ||
| Lowes Companies Inc | 7.9 | ||
| Applied Materials Inc /DE | 7.6 | ||
| Williams Sonoma Inc | 7.5 | ||
| General Dynamics Corp | 6.3 | ||
| Novartis AG | 6.2 | ||
| Blackstone Group LP | 6.1 | ||
| BlackRock Inc | 5.6 | ||
| Tyco International Ltd /Ber/ | 5.4 | ||
| Adobe Systems Inc | 5.0 | ||
| Hershey Co | 5.0 | ||
| Bank of America Corp /DE/ | 4.6 | ||
| Walt Disney Co | 4.3 | ||
| Merck & Co Inc | 3.9 | ||
| CSX Corp | 3.8 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 37 | 19.5 |
| (b) Individuals (high net worth individuals) | 85 | 315.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 324 | 334.9 |
| By Discretionary | ||
| Discretionary | 324 | 334.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 324 | 334.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 6.4 | |
| United States Persons | 328.5 | |
| Total | 324 | 334.9 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001914617] |
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