Garrett Investment Advisors LLC has filed its 13F form on October 17, 2024 for Q3 2024 where it was disclosed a total value porftolio of $924 Million distributed in 276 stocks.
Among their holdings, we can observe that their the top five positions include companies like: J P Morgan Exchange Traded Fd with a value of $61.9M, Spdr Portfolio S&P 500 Value E with a value of $37.5M, Spdr Portfolio with a value of $37M, American Centy ETF Tr Avantis with a value of $34.9M, and Vanguard Total Stock Market Et with a value of $34.4M.
Examining the 13F form we can see an increase of $121M in the current position value, from $803M to 924M.
Below you can find more details about Garrett Investment Advisors LLC portfolio as well as his latest detailed transactions.
Portfolio value
$924 Million
ETFs: $711 Million
Technology: $63.5 Million
Financial Services: $25.8 Million
Healthcare: $25.3 Million
Consumer Cyclical: $20.7 Million
Communication Services: $18.4 Million
Industrials: $16.4 Million
Consumer Defensive: $13.9 Million
Other: $18.2 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
