Garrett Investment Advisors LLC Purchases in Q4 2024

Garrett Investment Advisors LLC

  • $941 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
VEEV
Veeva Systems Inc

Healthcare
1.17K
+ 11.41%
$201.81 - $250.45 $236K - $293K
11.4K $2.4M
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
12.8K
+ 8.92%
$23.88 - $24.32 $305K - $310K
156K $3.73M
NEE
Nextera Energy Inc

Utilities
3.41K
New
$69.77 - $85.43 $238K - $291K
3.41K $244K
TJX
Tjx Companies Inc

Consumer Cyclical
1.45K
+ 6.83%
$112.15 - $127.2 $162K - $184K
22.6K $2.74M
IBDW
Ishares Tr Ibonds Dec 2031 Ter
17.5K
+ 12.67%
$20.28 - $21.2 $355K - $371K
156K $3.17M
IBDV
Ishares Tr

Technology
16.2K
+ 11.82%
$21.24 - $22.15 $343K - $358K
153K $3.27M
NULV
Nuveen Esg Large Cap Value ETF

ETFs
7.63K
+ 23.86%
$38.96 - $43.28 $297K - $330K
39.6K $1.56M
IBDT
Ishares Tr Ibonds Dec 2028 Ter

ETFs
12.4K
+ 9.21%
$24.82 - $25.48 $308K - $316K
147K $3.66M
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
1.36K
+ 5.56%
$100.18 - $109.1 $136K - $148K
25.8K $2.71M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
4.24K
+ 70.23%
$50.62 - $50.97 $215K - $216K
10.3K $521K
IXUS
Ishares Tr

ETFs
7.76K
+ 16.49%
$65.95 - $72.56 $512K - $563K
54.8K $3.63M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
5.27K
+ 34.77%
$44.87 - $46.86 $237K - $247K
20.4K $916K
VXF
Vanguard Extended Market ETF

ETFs
892
+ 26.89%
$179.17 - $207.15 $160K - $185K
4.21K $799K
VBK
Vanguard Small Cap Growth ETF

ETFs
485
+ 11.47%
$264.18 - $304.19 $128K - $148K
4.71K $1.32M
JBBB
Janus Detroit Str Tr Henderson

ETFs
3.73K
+ 62.51%
$48.59 - $49.45 $181K - $184K
9.69K $476K
SNPS
Synopsys Inc

Technology
479
+ 20.94%
$485.36 - $588.0 $232K - $282K
2.77K $1.34M
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
9.98K
+ 10.11%
$23.29 - $23.93 $232K - $239K
109K $2.55M
WM
Waste Management Inc

Industrials
1.08K
+ 10.11%
$201.79 - $228.46 $219K - $247K
11.8K $2.38M
MUB
Ishares National Muni Bond ETF

ETFs
2.69K
+ 4.16%
$105.78 - $108.7 $284K - $292K
67.3K $7.17M
DFAE
Dimensional ETF Tr

ETFs
11.3K
+ 16.54%
$25.36 - $28.15 $287K - $318K
79.6K $2.02M
HGER
Harbor ETF Tr All Weather Infl
6.71K
+ 73.31%
$21.78 - $23.27 $146K - $156K
15.9K $351K
NUDM
Nuveen Esg International Devel

ETFs
8.17K
+ 26.79%
$30.06 - $33.38 $246K - $273K
38.7K $1.16M
SUSB
Ishares Tr Ishares Esg Aware 1

ETFs
7.23K
+ 7.87%
$24.61 - $25.12 $178K - $181K
99K $2.45M
USHY
Ishares Tr Broad Usd High Yiel

ETFs
4.15K
+ 19.75%
$36.54 - $37.53 $152K - $156K
25.2K $926K
IBDX
Ishares Tr Ibonds Dec 2032 Ter

ETFs
9.93K
+ 10.14%
$24.5 - $25.72 $243K - $255K
108K $2.65M
IAU
Ishares Gold Trust

ETFs
2.61K
+ 57.63%
$48.37 - $52.65 $126K - $137K
7.14K $353K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
1.12K
+ 49.23%
$113.92 - $127.38 $127K - $142K
3.38K $389K
ULST
Ssga Active ETF Tr Ssga Ultra

ETFs
3.3K
+ 12.23%
$40.34 - $40.62 $133K - $134K
30.3K $1.22M
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
4.67K
+ 9.69%
$45.17 - $47.23 $211K - $221K
52.9K $2.4M
SPIB
Spdr Portfolio Intermediate Te

ETFs
18.8K
+ 3.61%
$32.65 - $33.68 $613K - $632K
538K $17.6M
USFR
Wisdomtree Floating Rate Treas

ETFs
2.17K
+ 14.23%
$50.23 - $50.46 $109K - $109K
17.4K $876K
IVOO
Vanguard S&P Mid Cap 400 ETF

ETFs
1.03K
+ 41.66%
$104.52 - $115.08 $107K - $118K
3.49K $368K
AVUS
American Centy ETF Tr Avantis

ETFs
849
+ 7.81%
$94.36 - $102.06 $80.1K - $86.6K
11.7K $1.14M
SPSB
Spdr Portfolio Short Term Corp

ETFs
4.69K
+ 3.86%
$29.77 - $30.19 $140K - $142K
126K $3.77M
SUB
Ishares Short Term National Mu

ETFs
870
+ 9.49%
$104.94 - $106.2 $91.3K - $92.4K
10K $1.06M
ICSH
Blackrock Ultra Short Term Bon

ETFs
1.37K
+ 7.81%
$50.35 - $50.69 $68.9K - $69.4K
18.9K $952K
MGK
Vanguard Mega Cap Growth ETF

ETFs
99
+ 11.33%
$316.94 - $357.88 $31.4K - $35.4K
973 $334K
LARK
Landmark Bancorp Inc

Financial Services
526
+ 5.0%
$19.99 - $24.94 $10.5K - $13.1K
11K $265K
MGC
Vanguard Mega Cap ETF

ETFs
201
+ 13.26%
$204.21 - $220.18 $41K - $44.3K
1.72K $365K
XBB
Bondbloxx ETF Tr Bb Rated Usd

ETFs
1.76K
+ 10.75%
$39.88 - $41.2 $70.2K - $72.6K
18.1K $723K
BAC
Bank Of America Corp

Financial Services
431
+ 6.07%
$39.22 - $47.77 $16.9K - $20.6K
7.54K $331K
XEMD
Bondbloxx ETF Tr Jp Morgan Usd

ETFs
1.56K
+ 11.0%
$41.68 - $42.56 $65K - $66.4K
15.7K $656K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
59K
+ 199.74%
$22.01 - $66.82 $1.3M - $3.94M
88.6K $2.01M
AOM
Ishares Tr Core Moderate Alloc

ETFs
1.07K
+ 22.63%
$43.44 - $45.05 $46.4K - $48.2K
5.79K $251K
IVW
Ishares S&P 500 Growth ETF

ETFs
26
+ 0.42%
$94.43 - $105.47 $2.46K - $2.74K
6.24K $633K
MDT
Medtronic PLC

Healthcare
4.6K
+ 14.12%
$79.61 - $92.24 $366K - $424K
37.2K $2.97M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
575
+ 2.88%
$61.68 - $67.87 $35.5K - $39K
20.6K $1.28M
IWP
Ishares Russell Mid Cap Growth

ETFs
99
+ 4.72%
$116.4 - $138.52 $11.5K - $13.7K
2.2K $278K
VV
Vanguard Large Cap ETF

ETFs
52
+ 2.03%
$260.27 - $280.65 $13.5K - $14.6K
2.61K $703K
Activity Summary
Buys All Purchases 173 New Holdings 24 Increased Positions 149 Sells All Sells 91 Reductions 91 Sold out 0 Options Calls 0 Puts 0
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