Garrett Investment Advisors LLC Portfolio Holdings
Garrett Investment Advisors LLC
- $924 Million
- Q3 2024
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.
Stock Holdings Table Market Cap. of Under $50 Millions
Summary
- Portfolio
- No. of Stocks 276
- Current Value $924 Million
- Prior Value $803 Million
- Filing
- Period Q3 2024
- Filing Date October 17, 2024
- Form Type 13F-HR
- Activity in Q3 2024
- New Purchases 17 stocks
- Additional Purchases 174 stocks
- Sold out of 0 stocks
- Reduced holdings in 62 stocks