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
ITT
Itt Inc.

Industrials
383
+ 3.13%
$112.67 - $157.95 $43.2K - $60.5K
12.6K $1.98M
REET
Ishares Global Reit ETF

ETFs
15.9K
New
$21.59 - $25.16 $343K - $400K
15.9K $392K
BNDX
Vanguard Total International B

ETFs
6.32K
+ 7.1%
$48.77 - $49.55 $308K - $313K
95.4K $4.72M
LPLA
Lpl Financial Holdings Inc.

Financial Services
127
+ 1.89%
$283.31 - $388.96 $36K - $49.4K
6.84K $2.57M
CRM
Salesforce, Inc.

Technology
1.17K
+ 10.22%
$236.26 - $291.15 $276K - $340K
12.6K $3.44M
EFA
Ishares Tr Msci Eafe ETF

ETFs
2.94K
+ 22.18%
$72.96 - $90.39 $214K - $265K
16.2K $1.45M
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
13K
+ 11.37%
$22.4 - $23.8 $291K - $309K
127K $3.02M
BX
Blackstone Inc.

Financial Services
1.28K
+ 7.79%
$120.07 - $151.11 $153K - $193K
17.7K $2.65M
VBR
Vanguard Small Cap Value ETF

ETFs
598
+ 2.54%
$162.76 - $195.77 $97.3K - $117K
24.2K $4.72M
VOX
Vanguard Communication Service

ETFs
1.89K
New
$133.12 - $171.03 $252K - $323K
1.89K $323K
VOOV
Vanguard S&P 500 Value ETF

ETFs
1.61K
New
$162.65 - $188.71 $262K - $303K
1.61K $303K
VB
Vanguard Small Cap ETF

ETFs
582
+ 6.59%
$193.73 - $237.37 $113K - $138K
9.41K $2.23M
AOR
Ishares Tr Core Growth Allocat

ETFs
4.14K
New
$53.36 - $61.57 $221K - $255K
4.14K $254K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
1.26K
+ 8.48%
$114.78 - $133.31 $144K - $167K
16.1K $2.14M
VNQ
Vanguard Specialized Funds Van

ETFs
2.96K
+ 16.5%
$79.79 - $91.42 $236K - $271K
20.9K $1.86M
ADBE
Adobe Inc.

Technology
609
+ 12.82%
$340.0 - $420.68 $207K - $256K
5.36K $2.07M
AVUV
American Centy ETF Tr Avantis

ETFs
2.21K
+ 22.0%
$75.17 - $91.21 $166K - $202K
12.3K $1.12M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
4.76K
+ 39.39%
$49.79 - $50.75 $237K - $242K
16.8K $854K
DFAE
Dimensional ETF Tr

ETFs
199
+ 0.25%
$22.87 - $28.95 $4.55K - $5.76K
79.2K $2.29M
VBK
Vanguard Small Cap Growth ETF

ETFs
466
+ 10.02%
$219.76 - $276.94 $102K - $129K
5.12K $1.42M
BK
Bank Of New York Mellon Corp

Financial Services
220
+ 0.74%
$73.31 - $91.62 $16.1K - $20.2K
30.1K $2.74M
CTSH
Cognizant Technology Solutions Corp

Technology
2.44K
+ 9.73%
$66.47 - $81.81 $162K - $200K
27.5K $2.15M
MA
Mastercard Inc

Financial Services
210
+ 2.68%
$479.92 - $590.74 $101K - $124K
8.04K $4.52M
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
1.64K
+ 11.52%
$65.84 - $80.81 $108K - $133K
15.9K $1.28M
UFEB
Innovator U.S. Equity Ultra Bu

ETFs
6.17K
New
$30.9 - $34.31 $191K - $212K
6.17K $211K
ACWI
Ishares Msci Acwi ETF

ETFs
1.62K
New
$103.59 - $128.6 $168K - $208K
1.62K $207K
MSTR
Microstrategy Inc

Technology
510
New
$237.95 - $421.61 $121K - $215K
510 $206K
SPGI
S&P Global Inc.

Financial Services
384
New
$438.31 - $527.29 $168K - $202K
384 $202K
AMD
Advanced Micro Devices Inc

Technology
1.43K
New
$78.21 - $143.81 $112K - $205K
1.43K $202K
CSX
Csx Corp

Industrials
817
+ 1.52%
$26.69 - $32.91 $21.8K - $26.9K
54.4K $1.78M
SCHG
Schwab Strategic Tr Us Large C

ETFs
2.3K
+ 7.91%
$22.27 - $29.21 $51.1K - $67.1K
31.3K $914K
CGGR
Capital Group Growth ETF Shs C

ETFs
1.52K
+ 8.87%
$30.53 - $40.65 $46.4K - $61.8K
18.7K $758K
NUDM
Nuveen Esg International Devel

ETFs
1.74K
+ 5.33%
$28.66 - $35.49 $49.8K - $61.6K
34.3K $1.22M
TJX
Tjx Companies Inc

Consumer Cyclical
992
+ 3.67%
$119.13 - $135.03 $118K - $134K
28K $3.46M
AVUS
American Centy ETF Tr Avantis

ETFs
526
+ 4.2%
$81.38 - $100.82 $42.8K - $53K
13.1K $1.32M
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
556
+ 2.78%
$73.0 - $85.5 $40.6K - $47.5K
20.6K $1.73M
NULV
Nuveen Esg Large Cap Value ETF

ETFs
1.86K
+ 4.56%
$36.02 - $41.92 $66.8K - $77.8K
42.6K $1.78M
IWD
Ishares Russell 1000 Val ETF

ETFs
294
+ 2.73%
$166.82 - $194.23 $49K - $57.1K
11K $2.15M
JEPI
J P Morgan Exchange Traded Fd

ETFs
2.46K
+ 30.94%
$51.14 - $57.0 $126K - $140K
10.4K $590K
VT
Vanguard Total World Stk Index

ETFs
1
+ 0.01%
$103.16 - $128.52 $103 - $129
10.5K $1.35M
SPSB
Spdr Portfolio Short Term Corp

ETFs
3.74K
+ 2.89%
$29.82 - $30.19 $112K - $113K
133K $4.03M
CEF
Sprott Physical Gold & Silver Trust

Financial Services
172
+ 0.28%
$26.18 - $30.91 $4.5K - $5.32K
60.6K $1.82M
TSLA
Tesla, Inc.

Consumer Cyclical
238
+ 28.33%
$221.86 - $362.89 $52.8K - $86.4K
1.08K $342K
VGT
Vanguard Information Technolog

ETFs
72
+ 11.27%
$470.37 - $663.28 $33.9K - $47.8K
711 $471K
PFF
Ishares Trust Ishares Pfd And

ETFs
3.7K
+ 15.2%
$29.0 - $30.68 $107K - $113K
28K $859K
TMUS
T Mobile Us, Inc.

Communication Services
1.59K
+ 16.77%
$220.99 - $268.54 $351K - $426K
11.1K $2.63M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
1.78K
+ 4.71%
$49.57 - $50.27 $88.4K - $89.6K
39.7K $1.99M
ENB
Enbridge Inc

Energy
584
+ 0.83%
$41.09 - $47.16 $24K - $27.5K
70.6K $3.2M
SCHV
Schwab Strategic Tr Us Large C

ETFs
1.43K
+ 3.53%
$23.55 - $27.67 $33.7K - $39.6K
42K $1.16M
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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