Garrett Investment Advisors LLC Incresed Positions in Q4 2024

Garrett Investment Advisors LLC

  • $941 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SPYG
Spdr Portfolio

ETFs
20.4K
+ 4.57%
$81.74 - $91.38 $1.67M - $1.86M
466K $41M
JCPB
J P Morgan Exchange Traded Fd

ETFs
131K
+ 10.23%
$46.07 - $48.17 $6.05M - $6.33M
1.41M $65.2M
AAPL
Apple Inc.

Technology
4.16K
+ 6.95%
$221.69 - $259.02 $922K - $1.08M
64K $16M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
41.1K
+ 25.34%
$49.79 - $51.14 $2.04M - $2.1M
203K $10.2M
MSFT
Microsoft Corp

Technology
4.24K
+ 15.99%
$406.35 - $454.46 $1.72M - $1.93M
30.7K $13M
NVDA
Nvidia Corp

Technology
4.34K
+ 6.11%
$117.0 - $148.88 $508K - $646K
75.4K $10.1M
IVV
Ishares Core S&P 500 ETF

ETFs
2.41K
+ 133.24%
$570.51 - $610.59 $1.38M - $1.47M
4.22K $2.49M
JMBS
Janus Detroit Str Tr Henderson

ETFs
69.2K
+ 10.43%
$44.03 - $46.65 $3.05M - $3.23M
733K $32.4M
GOOGL
Alphabet Inc.

Communication Services
1.47K
+ 3.31%
$161.86 - $196.66 $237K - $288K
45.8K $8.67M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
87.3K
+ 17.02%
$34.13 - $37.35 $2.98M - $3.26M
600K $20.5M
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
27.5K
+ 17.94%
$47.58 - $48.56 $1.31M - $1.34M
181K $8.64M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
44.7K
+ 6.3%
$51.09 - $55.27 $2.28M - $2.47M
755K $38.6M
NUBD
Nuveen Esg U.S. Aggregate Bond

ETFs
52.4K
+ 19.55%
$21.66 - $22.69 $1.14M - $1.19M
320K $6.98M
JPIB
Jpmorgan International Bond Op

ETFs
26.3K
+ 9.43%
$47.26 - $48.47 $1.24M - $1.28M
305K $14.4M
VCIT
Vanguard Intermediate Term Cor

ETFs
11.5K
+ 26.53%
$80.13 - $83.77 $920K - $962K
54.8K $4.4M
META
Meta Platforms, Inc.

Communication Services
790
+ 8.21%
$554.08 - $632.68 $438K - $500K
10.4K $6.14M
VUG
Vanguard Growth ETF

ETFs
436
+ 2.72%
$378.79 - $428.11 $165K - $187K
16.5K $6.76M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
8.92K
+ 8.05%
$77.02 - $78.58 $687K - $701K
120K $9.25M
CRWD
Crowd Strike Holdings, Inc.

Technology
380
+ 6.11%
$275.15 - $388.2 $105K - $148K
6.6K $2.26M
DFAI
Dimensional ETF Tr

ETFs
23.8K
+ 27.97%
$29.0 - $31.6 $689K - $751K
109K $3.17M
LLY
Eli Lilly & CO

Healthcare
1.04K
+ 32.92%
$727.2 - $932.06 $756K - $969K
4.2K $3.24M
EFA
Ishares Tr Msci Eafe ETF

ETFs
6.33K
+ 79.07%
$75.1 - $82.99 $475K - $525K
14.3K $1.08M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
2.85K
+ 18.86%
$124.61 - $133.96 $355K - $381K
17.9K $2.31M
FDX
Fedex Corp

Industrials
1.22K
+ 15.11%
$260.5 - $305.15 $319K - $373K
9.32K $2.62M
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
15.4K
+ 10.5%
N/A
162K $3.85M
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
14.3K
+ 10.22%
$25.0 - $25.11 $357K - $359K
154K $3.86M
CVX
Chevron Corp

Energy
2.68K
+ 9.56%
$141.15 - $162.53 $379K - $436K
30.7K $4.45M
NULG
Nuveen Esg Large Cap Growth Et

ETFs
3.06K
+ 21.97%
$81.6 - $90.89 $250K - $278K
17K $1.46M
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
16.4K
+ 9.37%
$25.3 - $26.31 $416K - $433K
192K $4.91M
IBDU
Ishares Tr Ibonds Dec 2029 Ter

ETFs
17.2K
+ 13.06%
$22.71 - $23.47 $390K - $403K
149K $3.39M
BNDX
Vanguard Total International B

ETFs
7.83K
+ 9.99%
$48.91 - $50.61 $383K - $396K
86.2K $4.23M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
3.92K
+ 23.77%
$77.86 - $79.27 $305K - $310K
20.4K $1.59M
DFAU
Dimensional ETF Tr

ETFs
3.43K
+ 2.02%
$39.27 - $42.38 $135K - $145K
173K $7.02M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
2.18K
+ 18.07%
$126.68 - $134.74 $276K - $294K
14.3K $1.82M
VTV
Vanguard Value ETF

ETFs
3.64K
+ 5.39%
$168.32 - $181.87 $612K - $661K
71.1K $12M
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
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
STIP
Ishares Barclays 0 5 Year Tips

ETFs
2.09K
+ 59.24%
$100.24 - $101.35 $209K - $211K
5.61K $564K
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
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
Track This Portfolio

Track Garrett Investment Advisors LLC Portfolio

Follow Garrett Investment Advisors LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Garrett Investment Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Garrett Investment Advisors LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email