Garrett Investment Advisors LLC Incresed Positions in Q1 2025

Garrett Investment Advisors LLC

  • $926 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
370K
+ 61.61%
$33.84 - $37.77 $12.5M - $14M
970K $35.6M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
66.6K
+ 13.72%
$37.07 - $40.63 $2.47M - $2.7M
552K $21.8M
MUB
Ishares National Muni Bond ETF

ETFs
19.6K
+ 29.07%
$104.71 - $107.69 $2.05M - $2.11M
86.8K $9.13M
AVEM
American Centy ETF Tr Avantis

ETFs
26.1K
+ 12.22%
$57.11 - $62.4 $1.49M - $1.63M
240K $14.5M
JCPB
J P Morgan Exchange Traded Fd

ETFs
13.1K
+ 0.93%
$45.56 - $47.23 $597K - $619K
1.43M $67M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
26.7K
+ 118.16%
$58.01 - $64.46 $1.55M - $1.72M
49.4K $3.09M
JMBS
Janus Detroit Str Tr Henderson

ETFs
17.1K
+ 2.33%
$43.53 - $45.42 $744K - $777K
750K $33.9M
DFAS
Dimensional ETF Tr U S Small C

ETFs
27.4K
+ 26.46%
$58.81 - $68.2 $1.61M - $1.87M
131K $7.81M
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
17.8K
+ 9.84%
$47.59 - $48.35 $847K - $861K
199K $9.6M
VEA
Vanguard Ftse Developed Market

ETFs
5.78K
+ 3.1%
$47.4 - $52.99 $274K - $306K
192K $9.85M
DFAX
Dimensional ETF Tr
22.6K
+ 13.39%
$24.45 - $27.2 $553K - $615K
191K $5.06M
AMT
American Tower Corp

Real Estate
822
+ 5.06%
$173.46 - $217.6 $143K - $179K
17.1K $3.71M
SPIB
Spdr Portfolio Intermediate Te

ETFs
13.6K
+ 2.52%
$32.5 - $33.3 $441K - $452K
552K $18.3M
DUK
Duke Energy Corp

Utilities
2.61K
+ 10.68%
$105.87 - $121.97 $276K - $318K
27.1K $3.3M
HD
Home Depot, Inc.

Consumer Cyclical
2.28K
+ 28.19%
$347.25 - $424.87 $791K - $968K
10.4K $3.8M
VEU
Vanguard Ftse All World Ex Us

ETFs
6.61K
+ 9.71%
$56.51 - $62.98 $374K - $416K
74.7K $4.56M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
6.78K
+ 5.66%
$76.94 - $78.28 $521K - $531K
126K $9.9M
ADBE
Adobe Inc.

Technology
2.07K
+ 77.04%
$377.84 - $464.11 $781K - $959K
4.75K $1.82M
CTSH
Cognizant Technology Solutions Corp

Technology
8.24K
+ 48.95%
$75.32 - $90.7 $621K - $747K
25.1K $1.92M
TJX
Tjx Companies Inc

Consumer Cyclical
4.35K
+ 19.23%
$112.81 - $126.16 $491K - $549K
27K $3.29M
VCIT
Vanguard Intermediate Term Cor

ETFs
5.03K
+ 9.19%
$79.17 - $82.04 $398K - $413K
59.8K $4.89M
SNPS
Synopsys Inc

Technology
1.42K
+ 51.28%
$428.58 - $551.54 $608K - $783K
4.19K $1.8M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
5.62K
+ 5.65%
$42.5 - $46.71 $239K - $262K
105K $4.76M
ITT
Itt Inc.

Industrials
3.81K
+ 45.21%
$128.71 - $153.88 $491K - $586K
12.2K $1.58M
CEF
Sprott Physical Gold & Silver Trust

Financial Services
4.4K
+ 7.85%
$24.11 - $28.41 $106K - $125K
60.4K $1.7M
USHY
Ishares Tr Broad Usd High Yiel

ETFs
8.05K
+ 31.96%
$36.63 - $37.45 $295K - $301K
33.2K $1.22M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
13.2K
+ 1.75%
$49.78 - $53.19 $658K - $703K
768K $38.9M
SPAB
Spdr Portfolio Aggregate Bond

ETFs
8.4K
+ 8.02%
$24.73 - $25.62 $208K - $215K
113K $2.89M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
3K
+ 14.7%
$77.7 - $78.94 $233K - $237K
23.4K $1.85M
MCD
Mcdonalds Corp

Consumer Cyclical
27
+ 0.25%
$279.74 - $321.29 $7.55K - $8.67K
10.7K $3.35M
XOM
Exxon Mobil Corp

Energy
1.65K
+ 47.31%
$105.44 - $118.93 $174K - $196K
5.14K $611K
VO
Vanguard Mid Cap ETF

ETFs
945
+ 70.21%
$251.87 - $277.95 $238K - $263K
2.29K $589K
IBDT
Ishares Tr Ibonds Dec 2028 Ter

ETFs
6.99K
+ 4.75%
$24.79 - $25.26 $173K - $176K
154K $3.89M
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
7.45K
+ 4.78%
$23.9 - $24.18 $178K - $180K
163K $3.94M
IBDV
Ishares Tr

Technology
6.19K
+ 4.05%
$21.11 - $21.73 $131K - $134K
159K $3.46M
IBDW
Ishares Tr Ibonds Dec 2031 Ter
5.97K
+ 3.84%
$20.1 - $20.8 $120K - $124K
162K $3.35M
IBDX
Ishares Tr Ibonds Dec 2032 Ter

ETFs
5.43K
+ 5.04%
$24.21 - $25.09 $132K - $136K
113K $2.83M
SRLN
Ssga Active Trust

ETFs
4.18K
+ 58.16%
$41.02 - $41.99 $171K - $176K
11.4K $467K
PSK
Spdr Ser Tr Spdr Ice Pfd Sec E

ETFs
5.34K
+ 32.24%
$32.39 - $34.01 $173K - $182K
21.9K $711K
IBDU
Ishares Tr Ibonds Dec 2029 Ter

ETFs
4.88K
+ 3.29%
$22.61 - $23.14 $110K - $113K
153K $3.55M
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
6.74K
+ 4.16%
N/A
169K $4.01M
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
2.52K
+ 2.7%
$42.18 - $45.16 $106K - $114K
95.9K $4.19M
VXF
Vanguard Extended Market ETF

ETFs
1.26K
+ 29.98%
$170.36 - $201.04 $215K - $254K
5.47K $946K
JEPI
J P Morgan Exchange Traded Fd

ETFs
2.54K
+ 47.03%
$56.17 - $59.71 $143K - $152K
7.94K $449K
PPG
Ppg Industries Inc

Basic Materials
2.23K
+ 20.83%
$107.44 - $124.29 $240K - $277K
12.9K $1.41M
SPSB
Spdr Portfolio Short Term Corp

ETFs
3.45K
+ 2.73%
$29.82 - $30.1 $103K - $104K
130K $3.9M
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
5.4K
+ 4.96%
$23.32 - $23.84 $126K - $129K
114K $2.67M
BNDX
Vanguard Total International B

ETFs
2.85K
+ 3.31%
$48.33 - $49.5 $138K - $141K
89K $4.35M
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
3.87K
+ 2.51%
$25.05 - $25.16 $96.9K - $97.3K
158K $3.97M
Activity Summary
Buys All Purchases 144 New Holdings 13 Increased Positions 131 Sells All Sells 132 Reductions 132 Sold out 0 Options Calls 0 Puts 0
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