Garrett Investment Advisors LLC Purchases in Q3 2025

Garrett Investment Advisors LLC

  • $1.09 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
DFAR
Dimensional ETF Tr Dimensional

ETFs
572
+ 0.99%
$22.9 - $24.1 $13.1K - $13.8K
58.6K $1.4M
NEE
Nextera Energy Inc

Utilities
193
+ 5.75%
$69.77 - $77.54 $13.5K - $15K
3.55K $267K
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
207
+ 1.01%
$81.76 - $86.36 $16.9K - $17.9K
20.8K $1.76M
AMD
Advanced Micro Devices Inc

Technology
5
+ 0.35%
$134.8 - $184.42 $674 - $922
1.43K $231K
JBBB
Janus Detroit Str Tr Henderson

ETFs
460
+ 3.71%
$48.04 - $48.61 $22.1K - $22.4K
12.9K $619K
AOM
Ishares Tr Core Moderate Alloc

ETFs
249
+ 4.6%
$45.4 - $47.61 $11.3K - $11.9K
5.66K $269K
REET
Ishares Global Reit ETF

ETFs
108
+ 0.68%
$24.45 - $25.91 $2.64K - $2.8K
16K $408K
JSCP
Jp Morgan Exch Traded Fd Tr Sh

ETFs
268
+ 4.85%
$47.02 - $47.71 $12.6K - $12.8K
5.8K $275K
AOR
Ishares Tr Core Growth Allocat

ETFs
9
+ 0.22%
$60.99 - $64.39 $549 - $580
4.15K $267K
EXC
Exelon Corp

Utilities
1
+ 0.01%
$42.73 - $45.54 $42.7 - $45.5
7.3K $328K
BLV
Vanguard Bd Index Fd Inc Long

ETFs
44
+ 1.03%
$67.48 - $71.55 $2.97K - $3.15K
4.32K $306K
LARK
Landmark Bancorp Inc

Financial Services
4
+ 0.04%
$24.38 - $28.25 $97.5 - $113
11K $296K
IBTL
Ishares Tr Ibonds Dec 2031 Ter

ETFs
24
+ 0.18%
$20.18 - $20.7 $484 - $497
13.3K $273K
IBTK
Ishares Tr Ibonds Dec 2030 Ter

Technology
25
+ 0.18%
$19.57 - $19.98 $489 - $500
13.6K $270K
CGSD
Capital Grp Core Plus Income E
1.93K
+ 14.82%
N/A
14.9K $0
DFSE
Dimensional ETF Tr Dimen Emrgn
7.13K
New
N/A
7.13K $0
DFSI
Dimensional ETF Tr Dimen Intl
21.4K
New
N/A
21.4K $0
Vanguard Wellington Fd
2.31K
New
N/A
2.31K $0
Bondbloxx ETF Trust
1.89K
+ 11.63%
N/A
18.2K $0
Calamos ETF Tr
24.4K
New
N/A
24.4K $0
Vanguard Malvern Fds
81.4K
+ 45.79%
N/A
259K $0
Vanguard Mun Bd Fds
68.1K
+ 72.91%
N/A
162K $0
Vanguard Mun Bd Fds
73.2K
+ 813.69%
N/A
82.2K $0
CGMU
Capital Group Core Plus Income
1.32K
+ 14.05%
N/A
10.7K $0
Capital Group Conservative E
11.7K
+ 39.09%
N/A
41.7K $0
Global X Fds
6.3K
New
N/A
6.3K $0
Calamos ETF Tr
14.6K
New
N/A
14.6K $0
SCMB
Schwab Strategic Tr Mun Bd ETF
64.5K
+ 31.13%
N/A
272K $0
Aim ETF Products Trust
18.7K
+ 25.4%
N/A
92.2K $0
American Centy ETF Tr
5.23K
+ 3.08%
N/A
175K $0
JPHY
Jp Morgan High Yield Research

ETFs
11
+ 0.19%
N/A
5.8K $0
Blackrock ETF Trust Ii
26.9K
+ 5.05%
N/A
559K $0
Jacobs Solutions Inc
108
+ 0.66%
N/A
16.5K $0
J P Morgan Exchange Traded F
20.8K
+ 8.14%
N/A
276K $0
Ishares Tr
7.9K
New
N/A
7.9K $0
SFLR
Innovator Etfs Tr Equity Manag
425
+ 1.96%
N/A
22.1K $0
ABT
Abbott Laboratories

Healthcare
29
+ 1.19%
$120.51 - $136.62 $3.49K - $3.96K
2.46K $329K
EMR
Emerson Electric CO

Industrials
2
+ 0.1%
$128.6 - $149.63 $257 - $299
1.95K $255K
DE
Deere & CO

Industrials
4
+ 0.8%
$457.26 - $524.37 $1.83K - $2.1K
505 $230K
PPG
Ppg Industries Inc

Basic Materials
705
+ 5.92%
$103.65 - $119.07 $73.1K - $83.9K
12.6K $1.33M
HON
Honeywell International Inc

Industrials
13
+ 0.75%
$207.7 - $240.4 $2.7K - $3.13K
1.74K $365K
WM
Waste Management Inc

Industrials
187
+ 1.65%
$213.88 - $237.1 $40K - $44.3K
11.5K $2.55M
PG
Procter & Gamble CO

Consumer Defensive
221
+ 0.9%
$150.47 - $161.22 $33.3K - $35.6K
24.9K $3.82M
ADBE
Adobe Inc.

Technology
55
+ 1.03%
$333.65 - $392.1 $18.4K - $21.6K
5.41K $1.91M
CMCSA
Comcast Corp

Communication Services
1.4K
+ 2.57%
$31.41 - $36.33 $44K - $50.9K
56K $1.76M
NOW
Service Now, Inc.

Technology
43
+ 1.78%
$850.86 - $1044.69 $36.6K - $44.9K
2.47K $2.27M
CTSH
Cognizant Technology Solutions Corp

Technology
1.08K
+ 3.93%
$66.67 - $80.98 $72.1K - $87.6K
28.6K $1.92M
LPLA
Lpl Financial Holdings Inc.

Financial Services
114
+ 1.67%
$332.69 - $399.0 $37.9K - $45.5K
6.96K $2.31M
AMT
American Tower Corp

Real Estate
380
+ 2.56%
$192.32 - $232.35 $73.1K - $88.3K
15.2K $2.93M
Activity Summary
Buys All Purchases 151 New Holdings 16 Increased Positions 135 Sells All Sells 124 Reductions 124 Sold out 0 Options Calls 0 Puts 0
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