Stephen J. Garry & Associates, LLC New Holdings in Q4 2024

Stephen J. Garry & Associates, LLC

  • $108 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
VUG
Vanguard Growth ETF

ETFs
58.8K
New
$378.79 - $428.11 $22.3M - $25.2M
58.8K $24.1B
BND
Vanguard Bd Index Fd Inc Total

ETFs
128K
New
$71.75 - $75.11 $9.17M - $9.6M
128K $9.19B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
16.5K
New
$521.84 - $558.82 $8.63M - $9.24M
16.5K $8.91B
IAU
Ishares Gold Trust

ETFs
154K
New
$48.37 - $52.65 $7.47M - $8.13M
154K $7.64B
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
101K
New
$74.5 - $78.37 $7.52M - $7.92M
101K $7.55B
SPY
Spdr S&P 500 ETF Trust

ETFs
10.1K
New
$567.81 - $607.81 $5.74M - $6.14M
10.1K $5.92B
VTV
Vanguard Value ETF

ETFs
29.3K
New
$168.32 - $181.87 $4.92M - $5.32M
29.3K $4.95B
IVV
Ishares Core S&P 500 ETF

ETFs
8.05K
New
$570.51 - $610.59 $4.59M - $4.91M
8.05K $4.74B
VBK
Vanguard Small Cap Growth ETF

ETFs
15.3K
New
$264.18 - $304.19 $4.04M - $4.65M
15.3K $4.28B
IVOG
Vanguard S&P Mid Cap 400 Growt

ETFs
35K
New
$112.69 - $123.97 $3.95M - $4.34M
35K $3.95B
IWO
Ishares Russell 2000 Gwt ETF

ETFs
10.1K
New
$278.19 - $315.36 $2.82M - $3.19M
10.1K $2.91B
SHY
Ishares Barclays 1 3 Year Trea

ETFs
24.2K
New
$81.68 - $82.93 $1.98M - $2.01M
24.2K $1.99B
MUB
Ishares National Muni Bond ETF

ETFs
17.2K
New
$105.78 - $108.7 $1.82M - $1.87M
17.2K $1.83B
Vanguard Mun Bd Fds
14.9K
New
N/A
14.9K $1.48B
VDE
Vanguard Energy ETF

ETFs
11K
New
$116.67 - $136.78 $1.29M - $1.51M
11K $1.34B
AAPL
Apple Inc.

Technology
5K
New
$221.69 - $259.02 $1.11M - $1.3M
5K $1.25B
VAW
Vanguard Materials ETF

ETFs
6.24K
New
$186.91 - $215.32 $1.17M - $1.34M
6.24K $1.17B
VO
Vanguard Mid Cap ETF

ETFs
3.92K
New
$261.5 - $284.63 $1.02M - $1.11M
3.92K $1.03B
USMV
Ishares Msci Usa Min Vol Facto

ETFs
10.8K
New
$88.59 - $94.57 $960K - $1.03M
10.8K $962M
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
10.5K
New
$47.29 - $84.74 $495K - $888K
10.5K $775M
IVW
Ishares S&P 500 Growth ETF

ETFs
7.61K
New
$94.43 - $105.47 $719K - $803K
7.61K $773M
QQQ
Invesco Qqq Trust, Series 1

ETFs
1.34K
New
$481.22 - $538.17 $644K - $720K
1.34K $684M
PAVE
Global X Fds Us Infrastructure

ETFs
16.6K
New
$40.41 - $45.95 $671K - $763K
16.6K $671M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
1.45K
New
$442.29 - $483.08 $640K - $699K
1.45K $655M
IJK
Ishares S&P Midcap 400 Growth

ETFs
5.86K
New
$90.66 - $99.46 $531K - $583K
5.86K $533M
AMZN
Amazon Com Inc

Consumer Cyclical
2.28K
New
$180.88 - $232.93 $412K - $530K
2.28K $500M
ED
Consolidated Edison Inc

Utilities
5.45K
New
$88.87 - $107.38 $485K - $585K
5.45K $486M
VB
Vanguard Small Cap ETF

ETFs
1.87K
New
$233.76 - $261.58 $437K - $489K
1.87K $450M
NVDA
Nvidia Corp

Technology
3.35K
New
$117.0 - $148.88 $391K - $498K
3.35K $449M
MSFT
Microsoft Corp

Technology
1.04K
New
$406.35 - $454.46 $421K - $471K
1.04K $437M
SUB
Ishares Short Term National Mu

ETFs
2.99K
New
$104.94 - $106.2 $314K - $318K
2.99K $315M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
2.67K
New
$113.92 - $127.38 $304K - $340K
2.67K $307M
OVM
Listed Fds Tr Overlay Shares M

ETFs
14K
New
$21.71 - $22.73 $304K - $318K
14K $305M
IWP
Ishares Russell Mid Cap Growth

ETFs
2.19K
New
$116.4 - $138.52 $255K - $303K
2.19K $277M
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
5.64K
New
$47.58 - $48.56 $268K - $274K
5.64K $269M
EFG
Msci Eafe Growth ETF

ETFs
2.77K
New
$96.83 - $106.88 $268K - $296K
2.77K $268M
GOOGL
Alphabet Inc.

Communication Services
1.4K
New
$161.86 - $196.66 $227K - $276K
1.4K $265M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
608
New
$417.69 - $450.94 $254K - $274K
608 $259M
IWF
Ishares Russell 1000 Gr ETF

ETFs
630
New
$370.24 - $418.94 $233K - $264K
630 $253M
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
3.31K
New
$69.58 - $74.87 $230K - $248K
3.31K $232M
NYF
Ishares New York Muni Bond ETF

ETFs
4.11K
New
$52.85 - $54.34 $217K - $223K
4.11K $219M
BA
Boeing CO

Industrials
1.16K
New
$138.14 - $180.72 $160K - $210K
1.16K $206M
ANIX
Anixa Biosciences Inc

Healthcare
10.1K
New
$2.48 - $3.97 $25K - $40K
10.1K $23.4M
Activity Summary
Buys All Purchases 44 New Holdings 44 Increased Positions 0 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 0 Puts 0
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