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
BND
Vanguard Bd Index Fd Inc Total

ETFs
898
+ 2.94%
$71.17 - $73.66 $63.9K - $66.1K
31.5K $2.31M
NOW
Service Now, Inc.

Technology
683
+ 41.27%
$783.83 - $1170.39 $535K - $799K
2.34K $1.86M
EFV
Msci Eafe Value ETF

ETFs
831
+ 11.57%
$51.88 - $60.73 $43.1K - $50.5K
8.01K $476K
PEP
Pepsico Inc

Consumer Defensive
980
+ 4.44%
$142.64 - $156.42 $140K - $153K
23K $3.45M
ABBV
Abb Vie Inc.

Healthcare
191
+ 10.3%
$169.2 - $216.66 $32.3K - $41.4K
2.05K $428K
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
781
+ 2.11%
$48.43 - $49.9 $37.8K - $39K
37.9K $1.89M
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
894
+ 1.69%
$44.68 - $46.49 $39.9K - $41.6K
53.8K $2.49M
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
67
+ 0.47%
$67.08 - $76.14 $4.49K - $5.1K
14.3K $1.06M
BSMP
Invesco Bulletshares 2025 Muni

ETFs
3.82K
+ 6.17%
$24.41 - $24.65 $93.3K - $94.2K
65.8K $1.61M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
1.8K
+ 17.55%
$50.48 - $51.04 $91.1K - $92.1K
12.1K $611K
ABT
Abbott Laboratories

Healthcare
380
+ 18.71%
$111.1 - $140.22 $42.2K - $53.3K
2.41K $319K
JBBB
Janus Detroit Str Tr Henderson

ETFs
1.83K
+ 18.92%
$48.34 - $49.66 $88.7K - $91.1K
11.5K $562K
AOA
Ishares Tr Core Aggressive All

ETFs
1.2K
+ 6.65%
$75.7 - $80.01 $90.9K - $96.1K
19.3K $1.47M
KO
Coca Cola CO

Consumer Defensive
530
+ 12.26%
$60.81 - $72.32 $32.2K - $38.3K
4.85K $347K
ICSH
Blackrock Ultra Short Term Bon

ETFs
1.39K
+ 7.36%
$50.44 - $50.7 $70.1K - $70.5K
20.3K $1.03M
GLD
Spdr Gold Trust

ETFs
83
+ 7.6%
$243.19 - $288.14 $20.2K - $23.9K
1.18K $338K
FBND
Fidelity Merrimack Str Tr Tota

ETFs
1.34K
+ 6.54%
$44.41 - $45.98 $59.3K - $61.4K
21.8K $990K
BAC
Bank Of America Corp

Financial Services
2.08K
+ 27.63%
$39.61 - $47.74 $82.5K - $99.4K
9.62K $401K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
549
+ 3.85%
$126.11 - $135.06 $69.2K - $74.1K
14.8K $1.89M
NULV
Nuveen Esg Large Cap Value ETF

ETFs
1.07K
+ 2.7%
$38.89 - $41.6 $41.6K - $44.5K
40.7K $1.63M
CMCSA
Comcast Corp

Communication Services
2.67K
+ 4.95%
$33.19 - $38.23 $88.8K - $102K
56.6K $2.09M
EXC
Exelon Corp

Utilities
18
+ 0.25%
$37.3 - $46.08 $671 - $829
7.24K $333K
DFAR
Dimensional ETF Tr Dimensional

ETFs
1.66K
+ 2.4%
$22.35 - $24.52 $37.1K - $40.7K
70.8K $1.66M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
2.34K
+ 11.38%
$57.21 - $65.8 $134K - $154K
22.9K $1.33M
SYK
Stryker Corp

Healthcare
109
+ 13.13%
$355.18 - $399.9 $38.7K - $43.6K
939 $349K
SCHV
Schwab Strategic Tr Us Large C

ETFs
1.35K
+ 3.43%
$25.77 - $27.6 $34.7K - $37.1K
40.6K $1.07M
NUEM
Nuveen Esg Emerging Markets Eq

ETFs
1.32K
+ 14.71%
$28.11 - $30.42 $37.1K - $40.2K
10.3K $301K
BX
Blackstone Inc.

Financial Services
3.3K
+ 25.2%
$136.53 - $186.74 $451K - $617K
16.4K $2.29M
LARK
Landmark Bancorp Inc

Financial Services
4
+ 0.04%
$22.92 - $27.55 $91.7 - $110
11K $298K
BSMT
Invesco Bulletshares 2029 Muni

ETFs
1.84K
+ 3.46%
$22.66 - $23.19 $41.7K - $42.7K
55K $1.25M
EFG
Msci Eafe Growth ETF

ETFs
183
+ 5.41%
$96.1 - $106.37 $17.6K - $19.5K
3.57K $359K
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
3.79K
+ 1.97%
$25.12 - $26.05 $95.2K - $98.7K
196K $4.93M
IEMG
Ishares Inc

ETFs
324
+ 3.2%
N/A
10.4K $559K
AVUS
American Centy ETF Tr Avantis

ETFs
815
+ 6.96%
$90.7 - $101.57 $73.9K - $82.8K
12.5K $1.15M
NEE
Nextera Energy Inc

Utilities
201
+ 5.9%
$66.96 - $76.16 $13.5K - $15.3K
3.61K $255K
BLV
Vanguard Bd Index Fd Inc Long

ETFs
34
+ 0.81%
$66.9 - $71.57 $2.27K - $2.43K
4.24K $296K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
4
+ 0.15%
$128.74 - $138.67 $515 - $555
2.63K $353K
IBTL
Ishares Tr Ibonds Dec 2031 Ter

ETFs
36
+ 0.27%
$19.55 - $20.33 $704 - $732
13.2K $267K
IBTK
Ishares Tr Ibonds Dec 2030 Ter

Technology
37
+ 0.27%
$19.0 - $19.66 $703 - $727
13.5K $265K
AOM
Ishares Tr Core Moderate Alloc

ETFs
64
+ 1.1%
$42.93 - $44.71 $2.75K - $2.86K
5.86K $256K
Capital Group Conservative E
1.09K
+ 3.77%
N/A
30K $0
Blackrock Inc
2
+ 0.06%
N/A
3.44K $0
Aim ETF Products Trust
19.8K
+ 53.08%
N/A
57.2K $0
Vanguard Malvern Fds
27.5K
+ 14.74%
N/A
214K $0
American Centy ETF Tr
51K
+ 53.04%
N/A
147K $0
Blackrock ETF Trust Ii
4.72K
+ 0.96%
N/A
496K $0
Jacobs Solutions Inc
446
+ 2.89%
N/A
15.9K $0
Invesco Exch Trd Slf Idx Fd
9.53K
+ 41.57%
N/A
32.5K $0
Invesco Exch Trd Slf Idx Fd
11.7K
+ 66.84%
N/A
29.1K $0
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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