Garrett Wealth Advisory Group, LLC has filed its 13F form on April 29, 2025 for Q1 2025 where it was disclosed a total value porftolio of $447 Million distributed in 112 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Energy Transfer LP with a value of $102M, Wisdomtree U.S. Largecap Fund with a value of $46.2M, Spdr Portfolio with a value of $32.1M, Invesco Exchange Traded Fd Tr with a value of $29.8M, and Spdr Ser Tr Msci Usa Strategic with a value of $28.1M.
Examining the 13F form we can see an increase of $7.69M in the current position value, from $439M to 447M.
Below you can find more details about Garrett Wealth Advisory Group, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$447 Million
ETFs: $271 Million
Energy: $119 Million
Technology: $16.7 Million
Financial Services: $13.6 Million
Industrials: $6.3 Million
Consumer Cyclical: $5.39 Million
Consumer Defensive: $5.3 Million
Communication Services: $4.88 Million
Other: $4.35 Million
Stock Holdings Table Market Cap. of $200 Billions or more
