Garrett Investment Advisors LLC Incresed Positions in Q3 2024

Garrett Investment Advisors LLC

  • $924 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
135K
+ 23.57%
$48.51 - $52.86 $6.57M - $7.16M
710K $37.5M
JCPB
J P Morgan Exchange Traded Fd

ETFs
149K
+ 13.18%
$45.87 - $48.53 $6.86M - $7.25M
1.28M $61.9M
SPYG
Spdr Portfolio

ETFs
83.3K
+ 22.97%
$73.38 - $84.1 $6.11M - $7M
446K $37M
AVDE
American Centy ETF Tr Avantis

ETFs
42.2K
+ 8.81%
$60.09 - $67.67 $2.54M - $2.86M
521K $34.9M
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
50.2K
+ 30.27%
$75.88 - $83.21 $3.81M - $4.17M
216K $18M
QUAL
Ishares Msci Usa Quality Facto

ETFs
22.5K
+ 26.39%
$162.64 - $179.3 $3.66M - $4.03M
108K $19.3M
JMBS
Janus Detroit Str Tr Henderson

ETFs
76K
+ 12.94%
$44.13 - $47.01 $3.36M - $3.57M
664K $31M
IQDG
Wisdomtree Tr Intl Quality Div

ETFs
75.1K
+ 9.64%
$35.73 - $39.48 $2.68M - $2.96M
854K $33.4M
AAPL
Apple Inc.

Technology
14.6K
+ 32.25%
$207.23 - $234.82 $3.02M - $3.43M
59.9K $13.9M
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
81.7K
+ 43.18%
$50.15 - $51.27 $4.1M - $4.19M
271K $13.9M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
44.5K
+ 10.48%
$36.02 - $41.68 $1.6M - $1.85M
469K $19.3M
SPIB
Spdr Portfolio Intermediate Te

ETFs
74.7K
+ 16.79%
$32.36 - $33.78 $2.42M - $2.52M
519K $17.5M
NUBD
Nuveen Esg U.S. Aggregate Bond

ETFs
75.9K
+ 39.46%
$21.61 - $22.87 $1.64M - $1.73M
268K $6.09M
JPIB
Jpmorgan International Bond Op

ETFs
29.2K
+ 11.68%
$46.96 - $48.73 $1.37M - $1.42M
279K $13.6M
AVEM
American Centy ETF Tr Avantis

ETFs
15.6K
+ 8.44%
$57.2 - $65.59 $892K - $1.02M
200K $12.9M
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
27.2K
+ 21.54%
$47.18 - $48.74 $1.28M - $1.32M
153K $7.47M
META
Meta Platforms, Inc.

Communication Services
1.29K
+ 15.51%
$453.41 - $572.44 $586K - $740K
9.62K $5.51M
VTV
Vanguard Value ETF

ETFs
1.72K
+ 2.62%
$159.75 - $174.57 $275K - $301K
67.5K $11.8M
VEA
Vanguard Ftse Developed Market

ETFs
9.03K
+ 5.52%
$47.6 - $53.31 $430K - $481K
172K $9.11M
WMT
Walmart Inc.

Consumer Defensive
2.69K
+ 4.65%
$66.91 - $81.4 $180K - $219K
60.5K $4.88M
MA
Mastercard Inc

Financial Services
983
+ 12.74%
$429.6 - $500.99 $422K - $492K
8.7K $4.29M
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
9.01K
+ 10.26%
$39.95 - $45.86 $360K - $413K
96.9K $4.42M
NVDA
Nvidia Corp

Technology
8.13K
+ 12.92%
$98.91 - $134.91 $804K - $1.1M
71.1K $8.63M
GILD
Gilead Sciences, Inc.

Healthcare
4.66K
+ 17.21%
$66.59 - $83.99 $310K - $391K
31.7K $2.66M
BLK
Black Rock Inc.

Financial Services
266
+ 8.0%
$782.27 - $949.51 $208K - $253K
3.59K $3.41M
MCD
Mcdonalds Corp

Consumer Cyclical
870
+ 8.25%
$245.82 - $304.51 $214K - $265K
11.4K $3.48M
ANET
Arista Networks, Inc.

Technology
1.22K
+ 13.18%
$311.42 - $388.21 $379K - $473K
10.5K $4.02M
HD
Home Depot, Inc.

Consumer Cyclical
492
+ 5.66%
$333.64 - $405.2 $164K - $199K
9.18K $3.72M
MUB
Ishares National Muni Bond ETF

ETFs
4.98K
+ 8.36%
$106.13 - $108.7 $529K - $542K
64.6K $7.02M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
6.19K
+ 7.25%
$41.9 - $48.26 $260K - $299K
91.7K $4.39M
JNJ
Johnson & Johnson

Healthcare
1.66K
+ 7.11%
$145.48 - $167.38 $242K - $278K
25K $4.06M
BK
Bank Of New York Mellon Corp

Financial Services
3.24K
+ 9.66%
$59.54 - $72.17 $193K - $234K
36.8K $2.64M
AVGO
Broadcom Inc.

Technology
30K
+ 944.51%
$136.27 - $1745.86 $4.09M - $52.5M
33.2K $5.73M
AMT
American Tower Corp

Real Estate
50
+ 0.31%
$192.27 - $242.73 $9.61K - $12.1K
15.9K $3.7M
BX
Blackstone Inc.

Financial Services
638
+ 3.69%
$120.77 - $159.66 $77.1K - $102K
17.9K $2.74M
VCIT
Vanguard Intermediate Term Cor

ETFs
5.47K
+ 14.45%
$79.29 - $84.02 $434K - $459K
43.3K $3.63M
RTX
Raytheon Technologies Corp

Industrials
25
+ 0.09%
$99.55 - $123.34 $2.49K - $3.08K
28.9K $3.5M
IXUS
Ishares Tr

ETFs
4.57K
+ 10.76%
$64.9 - $73.35 $297K - $335K
47.1K $3.42M
SUSB
Ishares Tr Ishares Esg Aware 1

ETFs
19.5K
+ 26.92%
$24.38 - $25.2 $475K - $491K
91.8K $2.31M
CAT
Caterpillar Inc

Industrials
344
+ 4.94%
$316.8 - $391.12 $109K - $135K
7.31K $2.86M
DFAU
Dimensional ETF Tr

ETFs
3.83K
+ 2.31%
$35.8 - $39.69 $137K - $152K
170K $6.75M
AMZN
Amazon Com Inc

Consumer Cyclical
4.04K
+ 10.77%
$161.02 - $200.0 $651K - $809K
41.6K $7.74M
NOW
Service Now, Inc.

Technology
374
+ 28.55%
$730.87 - $937.36 $273K - $351K
1.68K $1.51M
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
16.6K
+ 20.26%
$23.04 - $24.06 $383K - $400K
98.7K $2.37M
ESGD
Ishares Trust Ishares Esg Awar

ETFs
4.64K
+ 37.78%
$75.63 - $84.89 $351K - $394K
16.9K $1.43M
ENB
Enbridge Inc

Energy
1.84K
+ 2.47%
$35.27 - $41.18 $65K - $75.9K
76.5K $3.11M
TMUS
T Mobile Us, Inc.

Communication Services
444
+ 3.78%
$175.14 - $206.36 $77.8K - $91.6K
12.2K $2.52M
DUK
Duke Energy Corp

Utilities
604
+ 2.57%
$99.35 - $117.71 $60K - $71.1K
24.1K $2.78M
NUDM
Nuveen Esg International Devel

ETFs
10.9K
+ 55.92%
$30.15 - $34.01 $330K - $372K
30.5K $1.03M
Activity Summary
Buys All Purchases 191 New Holdings 17 Increased Positions 174 Sells All Sells 62 Reductions 62 Sold out 0 Options Calls 0 Puts 0
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