Garrett Wealth Advisory Group, LLC Purchases in Q1 2025

Garrett Wealth Advisory Group, LLC

  • $447 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
47.5K
+ 6.72%
$33.84 - $37.77 $1.61M - $1.79M
754K $27.5M
TPL
Texas Pacific Land Corp

Energy
2.4K
New
$1180.08 - $1431.01 $2.83M - $3.43M
2.4K $3.18M
PRF
Invesco Exchange Traded Fd Tr

ETFs
39K
+ 5.57%
$39.4 - $42.61 $1.53M - $1.66M
738K $29.8M
QUS
Spdr Ser Tr Msci Usa Strategic

ETFs
8K
+ 4.67%
$152.57 - $163.66 $1.22M - $1.31M
179K $28.1M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
301
+ 2.44%
$442.66 - $534.52 $133K - $161K
12.6K $6.73M
EPS
Wisdomtree U.S. Largecap Fund

ETFs
34.3K
+ 4.62%
$58.38 - $64.16 $2.01M - $2.2M
779K $46.2M
XOM
Exxon Mobil Corp

Energy
661
+ 1.59%
$105.44 - $118.93 $69.7K - $78.6K
42.2K $5.02M
PTEN
Patterson Uti Energy Inc

Energy
63K
New
$7.15 - $9.45 $450K - $595K
63K $517K
MSFT
Microsoft Corp

Technology
1.84K
+ 45.71%
$375.39 - $447.2 $691K - $824K
5.87K $2.2M
CVX
Chevron Corp

Energy
1.29K
+ 9.98%
$146.71 - $167.97 $189K - $217K
14.2K $2.38M
GS
Goldman Sachs Group Inc

Financial Services
823
New
$524.81 - $672.19 $432K - $553K
823 $449K
SHEL
Shell PLC

Energy
2.94K
+ 14.88%
$62.84 - $73.29 $185K - $215K
22.7K $1.66M
CAT
Caterpillar Inc

Industrials
1.28K
+ 87.14%
$326.75 - $407.63 $419K - $522K
2.75K $907K
COP
Conocophillips

Energy
2.96K
+ 57.87%
$88.6 - $105.85 $262K - $313K
8.07K $847K
V
Visa Inc.

Financial Services
733
+ 44.42%
$306.92 - $362.71 $225K - $266K
2.38K $835K
ADBE
Adobe Inc.

Technology
901
+ 163.22%
$377.84 - $464.11 $340K - $418K
1.45K $557K
NSC
Norfolk Southern Corp

Industrials
1.12K
New
$227.69 - $259.76 $255K - $291K
1.12K $265K
ALL
Allstate Corp

Financial Services
1.27K
New
$180.99 - $210.18 $229K - $266K
1.27K $261K
ABT
Abbott Laboratories

Healthcare
1.7K
New
$111.1 - $140.22 $188K - $238K
1.7K $224K
MO
Altria Group, Inc.

Consumer Defensive
3.74K
New
$50.81 - $60.02 $190K - $225K
3.74K $224K
EBAY
Ebay Inc

Consumer Cyclical
3.16K
New
$61.61 - $70.93 $195K - $224K
3.16K $213K
CFR
Cullen/Frost Bankers, Inc.

Financial Services
1.7K
New
$119.87 - $145.05 $203K - $246K
1.7K $212K
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
10.6K
New
$19.42 - $19.54 $206K - $207K
10.6K $206K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
1.51K
New
$128.74 - $138.67 $194K - $209K
1.51K $204K
GE
General Electric CO

Industrials
1.01K
New
$168.59 - $212.13 $170K - $214K
1.01K $202K
PAYX
Paychex Inc

Industrials
1.31K
New
$136.06 - $154.52 $178K - $202K
1.31K $201K
HTH
Hilltop Holdings Inc.

Financial Services
6.6K
New
$27.15 - $32.77 $179K - $216K
6.6K $200K
JPM
Jpmorgan Chase & CO

Financial Services
696
+ 21.22%
$225.19 - $279.95 $157K - $195K
3.98K $975K
MA
Mastercard Inc

Financial Services
275
+ 50.0%
$504.67 - $576.31 $139K - $158K
825 $452K
KO
Coca Cola CO

Consumer Defensive
1.63K
+ 36.83%
$60.81 - $72.32 $98.8K - $118K
6.04K $432K
ABBV
Abb Vie Inc.

Healthcare
306
+ 13.04%
$169.2 - $216.66 $51.8K - $66.3K
2.65K $555K
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
2.24K
+ 2.64%
$27.64 - $28.58 $62K - $64.1K
87.3K $2.49M
CMCSA
Comcast Corp

Communication Services
2.69K
+ 45.82%
$33.19 - $38.23 $89.4K - $103K
8.57K $316K
PNC
Pnc Financial Services Group, Inc.

Financial Services
770
+ 33.08%
$168.84 - $202.89 $130K - $156K
3.1K $544K
PSX
Phillips 66

Energy
243
+ 3.79%
$113.93 - $131.55 $27.7K - $32K
6.66K $822K
VIG
Vanguard Dividend Appreciation

ETFs
495
+ 2.49%
N/A
20.3K $3.71M
DUK
Duke Energy Corp

Utilities
44
+ 0.79%
$105.87 - $121.97 $4.66K - $5.37K
5.63K $686K
VLO
Valero Energy Corp

Energy
309
+ 7.21%
$121.76 - $142.99 $37.6K - $44.2K
4.59K $606K
UL
Unilever PLC

Consumer Defensive
682
+ 5.88%
$54.72 - $60.29 $37.3K - $41.1K
12.3K $731K
PG
Procter & Gamble CO

Consumer Defensive
299
+ 5.53%
$158.56 - $176.26 $47.4K - $52.7K
5.71K $972K
MDT
Medtronic PLC

Healthcare
144
+ 3.2%
$79.84 - $94.5 $11.5K - $13.6K
4.65K $417K
EPD
Enterprise Products Partners L.P.

Energy
982
+ 12.89%
$31.75 - $34.14 $31.2K - $33.5K
8.6K $293K
LLY
Eli Lilly & CO

Healthcare
5
+ 0.53%
$725.72 - $929.72 $3.63K - $4.65K
947 $782K
UNP
Union Pacific Corp

Industrials
6
+ 0.12%
$225.21 - $254.42 $1.35K - $1.53K
5.13K $1.21M
SPGM
Spdr Index Shs Fds S Spdr Port

ETFs
682
+ 8.78%
$61.91 - $66.79 $42.2K - $45.6K
8.45K $527K
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
17.5K
+ 3.38%
$11.22 - $11.8 $196K - $206K
534K $5.99M
LMT
Lockheed Martin Corp

Industrials
405
+ 10.75%
$423.19 - $506.29 $171K - $205K
4.17K $1.86M
QCOM
Qualcomm Inc

Technology
211
+ 7.66%
$151.94 - $175.86 $32.1K - $37.1K
2.96K $455K
PLTR
Palantir Technologies Inc.

Technology
56
+ 1.86%
$64.98 - $124.62 $3.64K - $6.98K
3.06K $258K
Activity Summary
Buys All Purchases 74 New Holdings 14 Increased Positions 60 Sells All Sells 27 Reductions 27 Sold out 0 Options Calls 0 Puts 0
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