Garrison Point Advisors, LLC Incresed Positions in Q1 2025

Garrison Point Advisors, LLC

  • $205 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
V
Visa Inc.

Financial Services
53
+ 0.49%
$306.92 - $362.71 $16.3K - $19.2K
10.8K $3.8M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
12.7K
+ 15.39%
$18.36 - $20.51 $233K - $261K
95.3K $1.89M
BAC
Bank Of America Corp

Financial Services
8.04K
+ 46.0%
$39.61 - $47.74 $319K - $384K
25.5K $1.07M
PM
Philip Morris International Inc.

Consumer Defensive
1K
+ 38.46%
$117.15 - $158.79 $117K - $159K
3.6K $571K
KO
Coca Cola CO

Consumer Defensive
681
+ 3.11%
$60.81 - $72.32 $41.4K - $49.2K
22.6K $1.62M
CVX
Chevron Corp

Energy
62
+ 0.59%
$146.71 - $167.97 $9.1K - $10.4K
10.5K $1.76M
BND
Vanguard Bd Index Fd Inc Total

ETFs
2.62K
+ 26.09%
$71.17 - $73.66 $186K - $193K
12.7K $929K
CVS
Cvs Health Corp

Healthcare
50
+ 0.6%
$44.22 - $68.64 $2.21K - $3.43K
8.35K $565K
ABBV
Abb Vie Inc.

Healthcare
500
+ 30.58%
$169.2 - $216.66 $84.6K - $108K
2.14K $447K
ABT
Abbott Laboratories

Healthcare
828
+ 35.26%
$111.1 - $140.22 $92K - $116K
3.18K $421K
YUM
Yum Brands Inc

Consumer Cyclical
85
+ 1.73%
$123.25 - $162.53 $10.5K - $13.8K
4.99K $785K
CL
Colgate Palmolive CO

Consumer Defensive
1.16K
+ 41.14%
$85.68 - $97.5 $99K - $113K
3.97K $371K
IXUS
Ishares Tr

ETFs
240
+ 0.95%
$65.06 - $72.31 $15.6K - $17.4K
25.5K $1.78M
GUNR
Flexshares Tr Morningstar Glob

ETFs
1.47K
+ 8.35%
$36.6 - $39.56 $53.8K - $58.2K
19.1K $740K
VO
Vanguard Mid Cap ETF

ETFs
472
+ 9.32%
$251.87 - $277.95 $119K - $131K
5.53K $1.43M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
2.53K
+ 17.29%
$57.21 - $65.8 $144K - $166K
17.1K $999K
DFAE
Dimensional ETF Tr

ETFs
3.28K
+ 37.31%
$24.64 - $26.86 $80.8K - $88.1K
12.1K $312K
BMY
Bristol Myers Squibb CO

Healthcare
200
+ 1.22%
$53.9 - $63.11 $10.8K - $12.6K
16.5K $1.01M
MCD
Mcdonalds Corp

Consumer Cyclical
50
+ 1.66%
$279.74 - $321.29 $14K - $16.1K
3.06K $954K
UBER
Uber Technologies, Inc

Technology
500
+ 14.41%
$63.17 - $81.49 $31.6K - $40.7K
3.97K $289K
GILD
Gilead Sciences, Inc.

Healthcare
2
+ 0.05%
$89.14 - $117.41 $178 - $235
3.78K $423K
INTC
Intel Corp

Technology
500
+ 2.19%
$19.1 - $27.39 $9.55K - $13.7K
23.4K $530K
WFC
Wells Fargo & Company

Financial Services
508
+ 2.98%
$66.78 - $81.42 $33.9K - $41.4K
17.5K $1.26M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
150
+ 25.91%
$507.05 - $563.67 $76.1K - $84.6K
729 $374K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
295
+ 2.21%
$95.85 - $99.25 $28.3K - $29.3K
13.6K $1.35M
XOM
Exxon Mobil Corp

Energy
92
+ 2.41%
$105.44 - $118.93 $9.7K - $10.9K
3.9K $464K
MDLZ
Mondelez International, Inc.

Consumer Defensive
105
+ 1.94%
$56.12 - $68.15 $5.89K - $7.16K
5.52K $374K
ADP
Automatic Data Processing Inc

Industrials
122
+ 11.9%
$286.85 - $318.64 $35K - $38.9K
1.15K $350K
CSCO
Cisco Systems, Inc.

Technology
125
+ 0.75%
$58.74 - $64.87 $7.34K - $8.11K
16.8K $1.04M
PSX
Phillips 66

Energy
25
+ 0.5%
$113.93 - $131.55 $2.85K - $3.29K
4.98K $614K
COP
Conocophillips

Energy
277
+ 8.83%
$88.6 - $105.85 $24.5K - $29.3K
3.42K $358K
IBB
Ishares Biotechnology ETF

ETFs
621
+ 5.96%
$127.9 - $140.56 $79.4K - $87.3K
11K $1.41M
QCOM
Qualcomm Inc

Technology
200
+ 2.96%
$151.94 - $175.86 $30.4K - $35.2K
6.96K $1.07M
LOW
Lowes Companies Inc

Consumer Cyclical
200
+ 16.53%
$222.66 - $268.42 $44.5K - $53.7K
1.41K $328K
IEMG
Ishares Inc

ETFs
507
+ 2.45%
N/A
21.2K $1.14M
PEP
Pepsico Inc

Consumer Defensive
354
+ 3.02%
$142.64 - $156.42 $50.5K - $55.4K
12.1K $1.81M
IYR
Ishares Tr

ETFs
153
+ 5.15%
$89.49 - $98.98 $13.7K - $15.1K
3.12K $298K
EEMV
Ishares Msci Emerging Markets

ETFs
300
+ 4.3%
$57.07 - $59.29 $17.1K - $17.8K
7.28K $424K
IWM
Ishares Russell 2000 ETF

ETFs
320
+ 14.7%
$198.1 - $229.79 $63.4K - $73.5K
2.5K $498K
SPY
Spdr S&P 500 ETF Trust

ETFs
205
+ 5.55%
$551.42 - $612.93 $113K - $126K
3.9K $2.18M
HYG
Ishares Tr

ETFs
200
+ 7.71%
$78.51 - $80.11 $15.7K - $16K
2.79K $220K
WMT
Walmart Inc.

Consumer Defensive
300
+ 3.58%
$84.5 - $105.05 $25.4K - $31.5K
8.67K $761K
IAGG
Ishares Tr Core Intl Aggregate

ETFs
50
+ 0.82%
$49.42 - $50.43 $2.47K - $2.52K
6.15K $307K
Veralto Corp
37
+ 0.58%
N/A
6.4K $0
Brookfield Corp
100
+ 0.99%
N/A
10.2K $0
IWP
Ishares Russell Mid Cap Growth

ETFs
99
+ 1.37%
$114.9 - $139.6 $11.4K - $13.8K
7.35K $863K
VGT
Vanguard Information Technolog

ETFs
40
+ 2.98%
$542.38 - $646.34 $21.7K - $25.9K
1.38K $749K
HD
Home Depot, Inc.

Consumer Cyclical
173
+ 2.04%
$347.25 - $424.87 $60.1K - $73.5K
8.66K $3.17M
IVV
Ishares Core S&P 500 ETF

ETFs
442
+ 2.95%
$554.06 - $615.85 $245K - $272K
15.4K $8.68M
Activity Summary
Buys All Purchases 59 New Holdings 5 Increased Positions 54 Sells All Sells 60 Reductions 60 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Garrison Point Advisors, LLC Portfolio

Follow Garrison Point Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Garrison Point Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Garrison Point Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email