Garrett Investment Advisors LLC Incresed Positions in Q2 2025

Garrett Investment Advisors LLC

  • $1.02 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SCHD
Schwab Strategic Tr Us Dividen

ETFs
2.57K
+ 11.78%
$24.32 - $27.87 $62.6K - $71.7K
24.4K $647K
JSCP
Jp Morgan Exch Traded Fd Tr Sh

ETFs
922
+ 20.02%
$46.46 - $47.44 $42.8K - $43.7K
5.53K $262K
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
278
+ 1.38%
$75.05 - $77.34 $20.9K - $21.5K
20.4K $1.58M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
242
+ 0.83%
$96.84 - $99.46 $23.4K - $24.1K
29.5K $2.92M
JBBB
Janus Detroit Str Tr Henderson

ETFs
885
+ 7.68%
$46.79 - $48.56 $41.4K - $43K
12.4K $598K
XBB
Bondbloxx ETF Tr Bb Rated Usd

ETFs
478
+ 2.65%
$38.95 - $41.19 $18.6K - $19.7K
18.5K $763K
XEMD
Bondbloxx ETF Tr Jp Morgan Usd

ETFs
412
+ 2.63%
$40.57 - $43.22 $16.7K - $17.8K
16.1K $693K
SPAB
Spdr Portfolio Aggregate Bond

ETFs
660
+ 0.58%
$24.98 - $25.66 $16.5K - $16.9K
114K $2.92M
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
221
+ 4.09%
$67.03 - $80.35 $14.8K - $17.8K
5.62K $448K
GGG
Graco Inc

Industrials
5
+ 0.05%
$74.02 - $87.26 $370 - $436
10.1K $864K
V
Visa Inc.

Financial Services
33
+ 2.99%
$308.27 - $373.31 $10.2K - $12.3K
1.14K $404K
HGER
Harbor ETF Tr All Weather Infl
341
+ 2.21%
$22.13 - $25.39 $7.55K - $8.66K
15.8K $382K
PSK
Spdr Ser Tr Spdr Ice Pfd Sec E

ETFs
1.01K
+ 4.6%
$31.07 - $32.25 $31.3K - $32.5K
22.9K $727K
USRT
Ishares Core U.S. Reit ETF

ETFs
303
+ 3.25%
$50.37 - $57.97 $15.3K - $17.6K
9.64K $544K
ABT
Abbott Laboratories

Healthcare
19
+ 0.79%
$123.95 - $138.08 $2.36K - $2.62K
2.43K $330K
GILD
Gilead Sciences, Inc.

Healthcare
373
+ 1.43%
$96.91 - $113.0 $36.1K - $42.1K
26.5K $2.94M
SUB
Ishares Short Term National Mu

ETFs
1
+ 0.01%
$104.77 - $106.34 $105 - $106
9.4K $1M
KO
Coca Cola CO

Consumer Defensive
109
+ 2.25%
$68.37 - $73.9 $7.45K - $8.06K
4.96K $351K
IBTK
Ishares Tr Ibonds Dec 2030 Ter

Technology
76
+ 0.56%
$19.44 - $19.88 $1.48K - $1.51K
13.6K $269K
IBTL
Ishares Tr Ibonds Dec 2031 Ter

ETFs
73
+ 0.55%
$20.04 - $20.55 $1.46K - $1.5K
13.3K $271K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
4
+ 0.15%
$121.58 - $136.74 $486 - $547
2.63K $357K
BLV
Vanguard Bd Index Fd Inc Long

ETFs
44
+ 1.04%
$66.5 - $71.25 $2.93K - $3.14K
4.28K $297K
EVRG
Evergy, Inc.

Utilities
13
+ 0.25%
$64.06 - $69.64 $833 - $905
5.13K $353K
American Centy ETF Tr
23K
+ 15.61%
N/A
170K $0
JPHY
Jp Morgan High Yield Research

ETFs
13
+ 0.23%
N/A
5.78K $0
Blackrock Inc
40
+ 1.16%
N/A
3.48K $0
Blackrock ETF Trust Ii
36K
+ 7.25%
N/A
532K $0
CGMU
Capital Group Core Plus Income
360
+ 3.99%
N/A
9.38K $0
Bondbloxx ETF Trust
12.3K
+ 306.24%
N/A
16.3K $0
Jacobs Solutions Inc
508
+ 3.2%
N/A
16.4K $0
Arista Networks Inc
4.05K
+ 15.56%
N/A
30K $0
WM
Waste Management Inc

Industrials
116
+ 1.03%
$216.47 - $242.1 $25.1K - $28.1K
11.3K $2.6M
MDT
Medtronic PLC

Healthcare
701
+ 2.44%
$80.68 - $88.86 $56.6K - $62.3K
29.4K $2.56M
EXC
Exelon Corp

Utilities
55
+ 0.76%
$42.2 - $47.37 $2.32K - $2.61K
7.3K $316K
ABBV
Abb Vie Inc.

Healthcare
112
+ 5.48%
$170.16 - $206.27 $19.1K - $23.1K
2.16K $400K
LLY
Eli Lilly & CO

Healthcare
161
+ 4.81%
$713.71 - $898.95 $115K - $145K
3.51K $2.74M
ACN
Accenture PLC

Technology
20
+ 0.54%
$279.23 - $323.21 $5.58K - $6.46K
3.7K $1.11M
OKE
Oneok Inc

Energy
11
+ 0.41%
$78.71 - $100.37 $866 - $1.1K
2.66K $217K
FDX
Fedex Corp

Industrials
395
+ 4.7%
$198.07 - $245.17 $78.2K - $96.8K
8.8K $2M
PG
Procter & Gamble CO

Consumer Defensive
210
+ 0.86%
$157.66 - $172.39 $33.1K - $36.2K
24.7K $3.93M
MRK
Merck & Co., Inc.

Healthcare
592
+ 1.99%
$73.47 - $87.12 $43.5K - $51.6K
30.3K $2.4M
JNJ
Johnson & Johnson

Healthcare
48
+ 0.21%
$146.36 - $159.82 $7.03K - $7.67K
22.8K $3.48M
Activity Summary
Buys All Purchases 162 New Holdings 19 Increased Positions 143 Sells All Sells 113 Reductions 113 Sold out 0 Options Calls 0 Puts 0
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