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Home > Institutional Investor > Glass Wealth Management Co Llc > Profile

Instuitional Investor - Glass Wealth Management Co Llc

Fund Profile
Filing Period:
Fund Name: Glass Wealth Management Co Llc
Portfolio Value $187,782,358
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Broadcom Inc.
 AVGO 96,181 $26,512,293 14.12%
2.
Microsoft Corp
 MSFT 29,280 $14,564,160 7.76%
3.
Apple Inc.
 AAPL 44,959 $9,224,238 4.91%
4.
Nvidia Corp
 NVDA 52,139 $8,237,441 4.39%
5.
Amazon Com Inc
 AMZN 32,557 $7,142,682 3.8%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)