Garrett Wealth Advisory Group, LLC Purchases in Q3 2024

Garrett Wealth Advisory Group, LLC

  • $404 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
UL
Unilever PLC

Consumer Defensive
559
+ 5.42%
$54.7 - $65.59 $30.6K - $36.7K
10.9K $705K
UNP
Union Pacific Corp

Industrials
135
+ 2.69%
$221.78 - $256.09 $29.9K - $34.6K
5.16K $1.27M
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
376
+ 0.48%
$27.8 - $29.26 $10.5K - $11K
78.3K $2.28M
OKE
Oneok Inc

Energy
9
+ 0.1%
$78.62 - $95.27 $708 - $857
8.68K $791K
PEP
Pepsico Inc

Consumer Defensive
247
+ 3.28%
$161.9 - $179.3 $40K - $44.3K
7.78K $1.32M
MSFT
Microsoft Corp

Technology
291
+ 9.45%
$395.15 - $467.56 $115K - $136K
3.37K $1.45M
ETN
Eaton Corp PLC

Industrials
131
+ 8.34%
$272.52 - $333.02 $35.7K - $43.6K
1.7K $563K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
87
+ 21.91%
$523.84 - $572.02 $45.6K - $49.8K
484 $275K
VTR
Ventas, Inc.

Real Estate
34
+ 0.82%
$50.88 - $65.33 $1.73K - $2.22K
4.19K $268K
SPGM
Spdr Index Shs Fds S Spdr Port

ETFs
444
+ 6.82%
$57.85 - $64.92 $25.7K - $28.8K
6.95K $450K
MDT
Medtronic PLC

Healthcare
2
+ 0.04%
$76.84 - $91.03 $154 - $182
4.54K $408K
DLN
Wisdomtree Tr U.S Largecap Div

ETFs
205
+ 3.98%
$71.86 - $78.56 $14.7K - $16.1K
5.36K $421K
IWM
Ishares Russell 2000 ETF

ETFs
129
+ 12.96%
$200.87 - $224.6 $25.9K - $29K
1.12K $248K
SPMD
Spdr Portfolio

ETFs
298
+ 4.46%
$50.29 - $54.92 $15K - $16.4K
6.97K $381K
JPM
Jpmorgan Chase & CO

Financial Services
1
+ 0.04%
$194.9 - $224.8 $195 - $225
2.7K $568K
SPAB
Spdr Portfolio Aggregate Bond

ETFs
108
+ 0.54%
$24.86 - $26.33 $2.68K - $2.84K
20.2K $528K
QQQ
Invesco Qqq Trust, Series 1

ETFs
24
+ 2.09%
$434.77 - $502.96 $10.4K - $12.1K
1.18K $573K
PFE
Pfizer Inc

Healthcare
38
+ 0.19%
$27.7 - $31.39 $1.05K - $1.19K
19.9K $575K
VGT
Vanguard Information Technolog

ETFs
18
+ 2.58%
$514.43 - $606.85 $9.26K - $10.9K
717 $420K
NVDA
Nvidia Corp

Technology
225
+ 3.85%
$98.91 - $134.91 $22.3K - $30.4K
6.08K $737K
V
Visa Inc.

Financial Services
1
+ 0.1%
$253.74 - $291.56 $254 - $292
995 $273K
VUG
Vanguard Growth ETF

ETFs
3
+ 0.27%
$341.08 - $391.94 $1.02K - $1.18K
1.12K $429K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
1
+ 0.03%
$96.25 - $101.98 $96.3 - $102
2.92K $295K
COP
Conocophillips

Energy
264
+ 6.18%
$102.3 - $116.61 $27K - $30.8K
4.54K $477K
PSX
Phillips 66

Energy
81
+ 1.31%
$125.0 - $147.17 $10.1K - $11.9K
6.27K $823K
Activity Summary
Buys All Purchases 76 New Holdings 16 Increased Positions 60 Sells All Sells 5 Reductions 5 Sold out 0 Options Calls 0 Puts 0
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