Garrett Investment Advisors LLC Purchases in Q2 2025

Garrett Investment Advisors LLC

  • $1.02 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SPIB
Spdr Portfolio Intermediate Te

ETFs
600K
+ 108.7%
$32.62 - $33.58 $19.6M - $20.1M
1.15M $38.7M
SPYG
Spdr Portfolio

ETFs
44.5K
+ 9.9%
$71.83 - $95.32 $3.2M - $4.24M
494K $47.1M
AVDE
American Centy ETF Tr Avantis

ETFs
55.2K
+ 10.53%
$59.32 - $74.36 $3.27M - $4.1M
579K $42.9M
JCPB
J P Morgan Exchange Traded Fd

ETFs
116K
+ 8.12%
$45.9 - $47.2 $5.32M - $5.47M
1.54M $72.7M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
38.2K
+ 3.94%
$32.66 - $40.75 $1.25M - $1.56M
1.01M $40.8M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
62.7K
+ 8.16%
$45.11 - $52.34 $2.83M - $3.28M
831K $43.5M
NVDA
Nvidia Corp

Technology
194
+ 0.28%
$94.31 - $157.99 $18.3K - $30.7K
68.5K $10.8M
AVGO
Broadcom Inc.

Technology
255
+ 1.01%
$146.29 - $275.65 $37.3K - $70.3K
25.6K $7.06M
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
56.7K
+ 24.84%
$48.46 - $50.2 $2.75M - $2.85M
285K $14.1M
IQDG
Wisdomtree Tr Intl Quality Div

ETFs
21K
+ 4.12%
$32.02 - $39.74 $672K - $834K
530K $21M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
17.3K
+ 3.13%
$34.72 - $42.74 $600K - $739K
569K $24.3M
JMBS
Janus Detroit Str Tr Henderson

ETFs
56.7K
+ 7.56%
$43.89 - $45.45 $2.49M - $2.58M
807K $36.3M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
26K
+ 52.74%
$55.54 - $69.09 $1.45M - $1.8M
75.4K $5.21M
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
14.2K
+ 7.84%
$71.28 - $83.74 $1.01M - $1.19M
195K $16.3M
META
Meta Platforms, Inc.

Communication Services
362
+ 3.91%
$484.66 - $738.09 $175K - $267K
9.62K $7.1M
QUAL
Ishares Msci Usa Quality Facto

ETFs
2.26K
+ 2.31%
$152.42 - $182.82 $344K - $413K
99.8K $18.2M
SNY
Sanofi

Healthcare
35.1K
New
$47.62 - $55.44 $1.67M - $1.94M
35.1K $1.69M
VEA
Vanguard Ftse Developed Market

ETFs
9.96K
+ 5.18%
$45.65 - $57.01 $455K - $568K
202K $11.5M
VUG
Vanguard Growth ETF

ETFs
1.53K
+ 11.41%
$329.49 - $438.4 $505K - $673K
15K $6.57M
AMZN
Amazon Com Inc

Consumer Cyclical
1.74K
+ 4.75%
$167.32 - $223.3 $291K - $389K
38.4K $8.42M
DFAS
Dimensional ETF Tr U S Small C

ETFs
14.3K
+ 10.95%
$52.31 - $63.72 $749K - $913K
145K $9.25M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
2.15K
+ 141.09%
$456.74 - $568.03 $980K - $1.22M
3.67K $2.08M
GOOGL
Alphabet Inc.

Communication Services
682
+ 1.6%
$144.7 - $178.6 $98.7K - $122K
43.2K $7.62M
VTV
Vanguard Value ETF

ETFs
2.91K
+ 4.19%
$153.67 - $176.74 $447K - $514K
72.3K $12.8M
BND
Vanguard Bd Index Fd Inc Total

ETFs
12.4K
+ 39.4%
$72.02 - $73.82 $893K - $915K
43.9K $3.23M
STIP
Ishares Barclays 0 5 Year Tips

ETFs
8.75K
+ 167.44%
$102.02 - $103.5 $893K - $906K
14K $1.44M
COST
Costco Wholesale Corp

Consumer Defensive
725
+ 32.17%
$908.13 - $1056.85 $658K - $766K
2.98K $2.95M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
2.67K
+ 1.19%
$29.12 - $35.84 $77.8K - $95.8K
227K $8.12M
SPMD
Spdr Portfolio

ETFs
4.25K
+ 2.69%
$44.89 - $54.38 $191K - $231K
162K $8.84M
VDE
Vanguard Energy ETF

ETFs
6.31K
New
$105.87 - $130.56 $668K - $823K
6.31K $755K
USFR
Wisdomtree Floating Rate Treas

ETFs
14.6K
+ 85.59%
$50.28 - $50.47 $734K - $737K
31.7K $1.59M
DFAX
Dimensional ETF Tr
5.05K
+ 2.64%
$23.37 - $29.39 $118K - $148K
196K $5.77M
VEEV
Veeva Systems Inc

Healthcare
122
+ 1.15%
$209.39 - $289.94 $25.5K - $35.4K
10.7K $3.09M
NOW
Service Now, Inc.

Technology
84
+ 3.59%
$721.65 - $1040.18 $60.6K - $87.4K
2.42K $2.49M
VAW
Vanguard Materials ETF

ETFs
3.18K
New
$163.82 - $196.64 $521K - $626K
3.18K $619K
TDSC
Exchange Listed Fds Tr Cabana

ETFs
25.2K
New
$22.02 - $25.06 $555K - $632K
25.2K $607K
JPIB
Jpmorgan International Bond Op

ETFs
9.29K
+ 4.89%
$47.18 - $48.62 $438K - $452K
199K $9.69M
JPM
Jpmorgan Chase & CO

Financial Services
4
+ 0.03%
$210.28 - $289.91 $841 - $1.16K
13.1K $3.8M
ICSH
Blackrock Ultra Short Term Bon

ETFs
11.3K
+ 55.56%
$50.48 - $50.71 $569K - $571K
31.5K $1.6M
TDSB
Exchange Listed Fds Tr Cabana

ETFs
24.1K
New
$20.93 - $22.32 $504K - $538K
24.1K $536K
VGIT
Vanguard Intermediate Term Tre

ETFs
8.36K
+ 26.98%
$58.63 - $59.9 $490K - $501K
39.4K $2.35M
COF
Capital One Financial Corp

Financial Services
222
+ 1.61%
$150.57 - $212.76 $33.4K - $47.2K
14K $2.98M
WMT
Walmart Inc.

Consumer Defensive
293
+ 0.61%
$81.79 - $99.98 $24K - $29.3K
48.3K $4.73M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
996
+ 0.95%
$39.89 - $49.46 $39.7K - $49.3K
106K $5.24M
VXF
Vanguard Extended Market ETF

ETFs
1.83K
+ 33.43%
$150.43 - $192.71 $275K - $352K
7.3K $1.41M
SWKS
Skyworks Solutions, Inc.

Technology
1.87K
+ 5.81%
$49.2 - $74.95 $91.8K - $140K
34K $2.53M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
5.01K
+ 3.96%
$77.74 - $78.78 $389K - $395K
131K $10.3M
SNPS
Synopsys Inc

Technology
192
+ 4.59%
$380.9 - $517.66 $73.1K - $99.4K
4.38K $2.24M
CSCO
Cisco Systems, Inc.

Technology
770
+ 1.71%
$53.19 - $69.38 $41K - $53.4K
45.8K $3.18M
Activity Summary
Buys All Purchases 162 New Holdings 19 Increased Positions 143 Sells All Sells 113 Reductions 113 Sold out 0 Options Calls 0 Puts 0
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