Garrett Investment Advisors LLC Sells in Q2 2025

Garrett Investment Advisors LLC

  • $1.02 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-56.8K
- 28.8%
$48.13 - $49.85 $2.73M - $2.83M
140K $6.88M
IBDW
Ishares Tr Ibonds Dec 2031 Ter
-105K
- 64.83%
$20.23 - $21.04 $2.12M - $2.2M
56.8K $1.2M
IBDV
Ishares Tr

Technology
-99.8K
- 62.72%
$21.28 - $21.98 $2.12M - $2.19M
59.3K $1.3M
IBDX
Ishares Tr Ibonds Dec 2032 Ter

ETFs
-86.6K
- 76.49%
$24.31 - $25.29 $2.11M - $2.19M
26.6K $673K
IBDU
Ishares Tr Ibonds Dec 2029 Ter

ETFs
-93.4K
- 60.9%
$22.7 - $23.33 $2.12M - $2.18M
60K $1.4M
IBDT
Ishares Tr Ibonds Dec 2028 Ter

ETFs
-85.2K
- 55.33%
$24.94 - $25.42 $2.13M - $2.17M
68.8K $1.75M
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
-88.7K
- 54.33%
$23.96 - $24.27 $2.12M - $2.15M
74.5K $1.81M
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
-84.8K
- 53.66%
$25.04 - $25.18 $2.12M - $2.13M
73.2K $1.84M
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
-87.7K
- 51.98%
N/A
81K $1.92M
IXUS
Ishares Tr

ETFs
-23.6K
- 61.67%
$62.37 - $77.63 $1.47M - $1.83M
14.7K $1.13M
DFAU
Dimensional ETF Tr

ETFs
-43.4K
- 31.36%
$34.04 - $42.36 $1.48M - $1.84M
95K $4.03M
MUB
Ishares National Muni Bond ETF

ETFs
-10.5K
- 12.09%
$102.31 - $105.8 $1.07M - $1.11M
76.3K $7.98M
CVX
Chevron Corp

Energy
-3K
- 10.39%
$133.73 - $168.51 $402K - $506K
25.9K $3.71M
AAPL
Apple Inc.

Technology
-663
- 1.38%
$172.42 - $223.89 $114K - $148K
47.4K $9.73M
BSMV
Invesco ETF Self Indexed Fd Tr

ETFs
-30.1K
- 51.63%
$20.08 - $20.98 $604K - $631K
28.2K $581K
BSMU
Invesco Exchange Self Ind Tr

ETFs
-28.3K
- 50.51%
$20.97 - $21.71 $593K - $614K
27.7K $595K
BSMT
Invesco Bulletshares 2029 Muni

ETFs
-25.5K
- 46.32%
$22.22 - $22.92 $566K - $584K
29.5K $670K
BSMS
Invesco Bulletshares 2028 Muni

ETFs
-24.7K
- 44.56%
$22.66 - $23.35 $560K - $577K
30.7K $713K
BSMR
Invesco Bulletshares 2027 Muni

ETFs
-24K
- 41.48%
$23.03 - $23.64 $553K - $568K
33.9K $795K
BSMQ
Invesco Bulletshares 2026 Muni

ETFs
-23.9K
- 40.92%
$23.2 - $23.63 $555K - $566K
34.6K $814K
BSMP
Invesco Bulletshares 2025 Muni

ETFs
-23K
- 34.92%
$24.37 - $24.56 $560K - $564K
42.8K $1.05M
VSGX
Vanguard World Fd Esg Intl Stk

ETFs
-10.9K
- 26.49%
$52.84 - $65.52 $574K - $711K
30.1K $1.97M
AMT
American Tower Corp

Real Estate
-2.21K
- 12.96%
$203.96 - $228.19 $451K - $505K
14.8K $3.28M
PEP
Pepsico Inc

Consumer Defensive
-40
- 0.17%
$128.02 - $151.37 $5.12K - $6.05K
23K $3.04M
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
-11.4K
- 26.35%
$33.46 - $41.33 $380K - $469K
31.7K $1.31M
DFAR
Dimensional ETF Tr Dimensional

ETFs
-12.7K
- 17.97%
$20.99 - $23.93 $267K - $304K
58.1K $1.36M
VCIT
Vanguard Intermediate Term Cor

ETFs
-4.52K
- 7.55%
$79.56 - $82.92 $359K - $374K
55.3K $4.59M
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
-8.67K
- 4.43%
$24.14 - $25.43 $209K - $220K
187K $4.64M
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
-4.72K
- 20.16%
$86.93 - $109.64 $411K - $518K
18.7K $2.05M
MCD
Mcdonalds Corp

Consumer Cyclical
-35
- 0.33%
$285.55 - $321.23 $9.99K - $11.2K
10.7K $3.12M
VIG
Vanguard Dividend Appreciation

ETFs
-1.06K
- 8.37%
N/A
11.6K $2.12M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
-16.1K
- 19.0%
$19.1 - $23.83 $308K - $384K
68.8K $1.64M
DE
Deere & CO

Industrials
-384
- 43.39%
$412.99 - $531.48 $159K - $204K
501 $254K
DUK
Duke Energy Corp

Utilities
-404
- 1.49%
$112.46 - $124.05 $45.4K - $50.1K
26.6K $3.14M
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
-3.28K
- 6.1%
$45.2 - $46.6 $148K - $153K
50.5K $2.34M
CMCSA
Comcast Corp

Communication Services
-2.08K
- 3.67%
$32.84 - $36.72 $68.2K - $76.2K
54.6K $1.95M
SRLN
Ssga Active Trust

ETFs
-2.96K
- 26.03%
$39.47 - $41.59 $117K - $123K
8.41K $349K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-38
- 1.54%
$483.48 - $539.8 $18.4K - $20.5K
2.43K $1.18M
XOM
Exxon Mobil Corp

Energy
-365
- 7.1%
$99.93 - $119.04 $36.5K - $43.4K
4.78K $515K
USHY
Ishares Tr Broad Usd High Yiel

ETFs
-2.86K
- 8.61%
$35.3 - $37.51 $101K - $107K
30.4K $1.14M
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
-2.92K
- 1.86%
$41.1 - $42.37 $120K - $124K
154K $6.5M
AVLV
American Centy ETF Tr Avantis
-1.34K
- 17.49%
$56.85 - $68.21 $76.3K - $91.5K
6.33K $431K
PPG
Ppg Industries Inc

Basic Materials
-1.04K
- 8.02%
$91.66 - $115.04 $95.1K - $119K
11.9K $1.35M
FNDX
Schwab Fundamental U S Large C

ETFs
-3.24K
- 17.3%
$20.84 - $24.54 $67.5K - $79.5K
15.5K $380K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-708
- 3.03%
$77.94 - $79.5 $55.2K - $56.3K
22.7K $1.8M
SCHO
Schwab Short Term Us Treasury

ETFs
-1.29K
- 9.16%
$24.19 - $24.45 $31.1K - $31.4K
12.8K $310K
IAU
Ishares Gold Trust

ETFs
-876
- 12.29%
$56.1 - $64.74 $49.1K - $56.7K
6.25K $389K
IEMG
Ishares Inc

ETFs
-570
- 5.46%
N/A
9.87K $529K
BAC
Bank Of America Corp

Financial Services
-1.75K
- 18.22%
$34.39 - $47.46 $60.3K - $83.1K
7.87K $372K
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
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