Stephen J. Garry & Associates, LLC Incresed Positions in Q1 2025

Stephen J. Garry & Associates, LLC

  • $107 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
IAU
Ishares Gold Trust

ETFs
2.19K
+ 1.42%
$49.74 - $58.96 $109K - $129K
157K $9.23B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
2.3K
+ 158.85%
$442.66 - $534.52 $1.02M - $1.23M
3.74K $1.99B
BND
Vanguard Bd Index Fd Inc Total

ETFs
6.12K
+ 4.79%
$71.17 - $73.66 $436K - $451K
134K $9.83B
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
3.37K
+ 3.34%
$73.78 - $76.59 $249K - $258K
104K $7.99B
VTV
Vanguard Value ETF

ETFs
1.53K
+ 5.24%
$167.73 - $179.21 $257K - $275K
30.8K $5.32B
SHY
Ishares Barclays 1 3 Year Trea

ETFs
2.22K
+ 9.14%
$81.83 - $82.73 $181K - $183K
26.5K $2.19B
SUB
Ishares Short Term National Mu

ETFs
1.35K
+ 45.15%
$105.3 - $106.24 $142K - $143K
4.34K $458M
MUB
Ishares National Muni Bond ETF

ETFs
1.09K
+ 6.35%
$104.71 - $107.69 $114K - $117K
18.3K $1.93B
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
2
+ 0.06%
$68.32 - $75.06 $137 - $150
3.31K $247M
VO
Vanguard Mid Cap ETF

ETFs
80
+ 2.04%
$251.87 - $277.95 $20.1K - $22.2K
4K $1.03B
QQQ
Invesco Qqq Trust, Series 1

ETFs
11
+ 0.82%
$468.34 - $539.52 $5.15K - $5.93K
1.35K $633M
AMZN
Amazon Com Inc

Consumer Cyclical
12
+ 0.53%
$190.26 - $242.06 $2.28K - $2.9K
2.29K $436M
NVDA
Nvidia Corp

Technology
33
+ 0.99%
$106.98 - $149.43 $3.53K - $4.93K
3.38K $366M
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
80
+ 0.76%
$62.43 - $84.12 $4.99K - $6.73K
10.6K $688M
IVOG
Vanguard S&P Mid Cap 400 Growt

ETFs
1.88K
+ 5.37%
$101.13 - $119.79 $190K - $225K
36.9K $3.81B
AAPL
Apple Inc.

Technology
3
+ 0.06%
$209.68 - $247.1 $629 - $741
5.01K $1.11B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
503
+ 3.04%
$507.05 - $563.67 $255K - $284K
17K $8.76B
SPY
Spdr S&P 500 ETF Trust

ETFs
26
+ 0.26%
$551.42 - $612.93 $14.3K - $15.9K
10.1K $5.67B
IWO
Ishares Russell 2000 Gwt ETF

ETFs
222
+ 2.19%
$254.58 - $302.92 $56.5K - $67.2K
10.3K $2.64B
VBK
Vanguard Small Cap Growth ETF

ETFs
453
+ 2.96%
$247.97 - $296.33 $112K - $134K
15.8K $3.97B
VUG
Vanguard Growth ETF

ETFs
404
+ 0.69%
$369.1 - $427.61 $149K - $173K
59.2K $22B
Activity Summary
Buys All Purchases 22 New Holdings 0 Increased Positions 22 Sells All Sells 8 Reductions 8 Sold out 0 Options Calls 0 Puts 0
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