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
WMT
Walmart Inc.

Consumer Defensive
720
+ 5.22%
$84.5 - $105.05 $60.8K - $75.6K
14.5K $1.27M
PFE
Pfizer Inc

Healthcare
1.22K
+ 6.42%
$25.01 - $27.13 $30.4K - $33K
20.1K $510K
PEP
Pepsico Inc

Consumer Defensive
158
+ 2.05%
$142.64 - $156.42 $22.5K - $24.7K
7.88K $1.18M
HD
Home Depot, Inc.

Consumer Cyclical
59
+ 8.38%
$347.25 - $424.87 $20.5K - $25.1K
763 $279K
EMR
Emerson Electric CO

Industrials
450
+ 14.06%
$108.64 - $131.17 $48.9K - $59K
3.65K $400K
XLC
Select Sector Spdr Tr Communic

ETFs
64
+ 1.59%
$94.84 - $105.31 $6.07K - $6.74K
4.09K $394K
SPMD
Spdr Portfolio

ETFs
513
+ 7.76%
$50.21 - $57.73 $25.8K - $29.6K
7.12K $364K
META
Meta Platforms, Inc.

Communication Services
38
+ 2.31%
$576.36 - $736.67 $21.9K - $28K
1.68K $970K
VTI
Vanguard Total Stock Market Et

ETFs
1
+ 0.11%
$271.18 - $303.12 $271 - $303
884 $242K
ITOT
Ishares Core S&P Total U.S. St

ETFs
1
+ 0.03%
$120.29 - $134.6 $120 - $135
3.92K $478K
IGV
Ishares Expanded Tech Software

ETFs
16
+ 0.5%
$88.3 - $107.83 $1.41K - $1.73K
3.2K $284K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
20
+ 1.5%
$165.25 - $224.62 $3.31K - $4.49K
1.35K $224K
VUG
Vanguard Growth ETF

ETFs
1
+ 0.1%
$369.1 - $427.61 $369 - $428
1K $370K
DIS
Walt Disney CO

Communication Services
160
+ 2.61%
$96.87 - $114.0 $15.5K - $18.2K
6.28K $619K
LOW
Lowes Companies Inc

Consumer Cyclical
2
+ 0.03%
$222.66 - $268.42 $445 - $537
7.94K $1.85M
NVDA
Nvidia Corp

Technology
498
+ 7.66%
$106.98 - $149.43 $53.3K - $74.4K
7K $758K
ORCL
Oracle Corp

Technology
18
+ 0.36%
$139.81 - $186.47 $2.52K - $3.36K
5.03K $702K
AVGO
Broadcom Inc.

Technology
117
+ 3.91%
$167.43 - $244.7 $19.6K - $28.6K
3.11K $520K
TSLA
Tesla, Inc.

Consumer Cyclical
14
+ 1.0%
$222.15 - $428.22 $3.11K - $6K
1.42K $366K
AMZN
Amazon Com Inc

Consumer Cyclical
99
+ 0.83%
$190.26 - $242.06 $18.8K - $24K
12.1K $2.29M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
24.6K
+ 5.5%
$40.03 - $46.81 $983K - $1.15M
471K $19.2M
SPYG
Spdr Portfolio

ETFs
15.1K
+ 3.92%
$80.05 - $92.39 $1.2M - $1.39M
399K $32.1M
ET
Energy Transfer LP

Energy
14
+ 0.0%
$17.26 - $21.08 $242 - $295
5.48M $102M
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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