Garrett Investment Advisors LLC Purchases in Q4 2024

Garrett Investment Advisors LLC

  • $941 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
VT
Vanguard Total World Stk Index

ETFs
451
+ 4.4%
$117.09 - $123.07 $52.8K - $55.5K
10.7K $1.26M
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
1.58K
+ 12.57%
$19.38 - $19.58 $30.6K - $30.9K
14.1K $274K
LODE
Comstock Inc.

Real Estate
38.6K
New
$0.3 - $0.88 $11.6K - $34K
38.6K $27K
IEMG
Ishares Inc

ETFs
496
+ 5.16%
N/A
10.1K $542K
SRLN
Ssga Active Trust

ETFs
605
+ 9.19%
$41.48 - $42.08 $25.1K - $25.5K
7.19K $299K
HDV
Ishares Core High Dividend ETF

ETFs
361
+ 8.22%
$110.82 - $121.28 $40K - $43.8K
4.75K $533K
QUAL
Ishares Msci Usa Quality Facto

ETFs
806
+ 0.75%
$176.42 - $186.91 $142K - $151K
109K $19.3M
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
1.26K
+ 12.19%
$33.39 - $37.66 $42K - $47.4K
11.6K $386K
SCHO
Schwab Short Term Us Treasury

ETFs
8.89K
+ 107.59%
$24.06 - $48.88 $214K - $434K
17.1K $412K
VGSH
Vanguard

ETFs
180
+ 4.42%
$58.02 - $58.88 $10.4K - $10.6K
4.25K $247K
AOA
Ishares Tr Core Aggressive All

ETFs
581
+ 3.32%
$76.61 - $79.88 $44.5K - $46.4K
18.1K $1.38M
SPTS
Spdr Portfolio Short Term Trea

ETFs
335
+ 3.28%
$28.88 - $29.33 $9.67K - $9.83K
10.5K $305K
IWO
Ishares Russell 2000 Gwt ETF

ETFs
3
+ 0.29%
$278.19 - $315.36 $835 - $946
1.04K $299K
Xti Aerospace Inc
96.2K
New
N/A
96.2K $0
Aim ETF Products Trust
37.4K
New
N/A
37.4K $0
American Centy ETF Tr
2.72K
+ 2.92%
N/A
96.1K $0
Tonix Pharmaceuticals Hldg C
31K
New
N/A
31K $0
SCMB
Schwab Strategic Tr Mun Bd ETF
195K
+ 174.44%
N/A
306K $0
Blackrock ETF Trust Ii
42K
+ 9.34%
N/A
492K $0
Invesco Exch Trd Slf Idx Fd
17.5K
New
N/A
17.5K $0
Invesco Exch Trd Slf Idx Fd
20.6K
New
N/A
20.6K $0
JPHY
Jp Morgan High Yield Research

ETFs
1.3K
+ 24.94%
N/A
6.53K $0
J P Morgan Exchange Traded F
78.7K
+ 42.27%
N/A
265K $0
Invesco Exch Trd Slf Idx Fd
22.9K
New
N/A
22.9K $0
Arista Networks Inc
23.5K
New
N/A
23.5K $0
Blackrock Inc
3.44K
New
N/A
3.44K $0
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
35
+ 0.19%
$20.6 - $20.71 $721 - $725
18.1K $372K
CGMU
Capital Group Core Plus Income
434
+ 4.99%
N/A
9.14K $0
FNDX
Schwab Fundamental U S Large C

ETFs
13.1K
+ 202.69%
$23.49 - $71.77 $308K - $940K
19.6K $463K
Capital Group Conservative E
684
+ 2.42%
N/A
28.9K $0
Vanguard Malvern Fds
53.3K
+ 40.04%
N/A
186K $0
JSCP
Jp Morgan Exch Traded Fd Tr Sh

ETFs
46
+ 0.77%
$46.63 - $47.41 $2.14K - $2.18K
6.02K $280K
JEPI
J P Morgan Exchange Traded Fd

ETFs
106
+ 2.0%
$57.53 - $60.83 $6.1K - $6.45K
5.4K $310K
PFF
Ishares Trust Ishares Pfd And

ETFs
1.15K
+ 4.9%
$31.23 - $33.51 $35.9K - $38.5K
24.6K $773K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
18
+ 0.24%
$51.54 - $52.55 $928 - $946
7.41K $382K
BSMS
Invesco Bulletshares 2028 Muni

ETFs
264
+ 0.48%
$23.26 - $23.6 $6.14K - $6.23K
55.7K $1.3M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
7.76K
+ 8.47%
$44.04 - $49.49 $342K - $384K
99.4K $4.38M
SCHG
Schwab Strategic Tr Us Large C

ETFs
20.3K
+ 270.17%
$25.93 - $105.3 $527K - $2.14M
27.9K $776K
NUEM
Nuveen Esg Emerging Markets Eq

ETFs
122
+ 1.38%
$29.02 - $32.11 $3.54K - $3.92K
8.97K $260K
IWD
Ishares Russell 1000 Val ETF

ETFs
178
+ 1.67%
$183.23 - $199.79 $32.6K - $35.6K
10.8K $2M
SCHV
Schwab Strategic Tr Us Large C

ETFs
26.3K
+ 202.07%
$25.79 - $80.4 $677K - $2.11M
39.3K $1.02M
DIHP
Dimensional ETF Tr Dimensional

ETFs
391
+ 3.1%
$25.15 - $27.57 $9.83K - $10.8K
13K $328K
BLV
Vanguard Bd Index Fd Inc Long

ETFs
78
+ 1.89%
$68.25 - $75.42 $5.32K - $5.88K
4.2K $287K
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
678
+ 3.4%
$74.5 - $78.37 $50.5K - $53.1K
20.6K $1.54M
BND
Vanguard Bd Index Fd Inc Total

ETFs
997
+ 3.37%
$71.75 - $75.11 $71.5K - $74.9K
30.6K $2.2M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
4
+ 0.15%
$131.66 - $144.0 $527 - $576
2.63K $346K
XOM
Exxon Mobil Corp

Energy
7
+ 0.2%
$105.51 - $125.37 $739 - $878
3.49K $375K
FNDA
Schwab Fundamental U S Small C

ETFs
18.1K
+ 93.26%
$29.26 - $59.11 $530K - $1.07M
37.5K $1.12M
DHR
Danaher Corp

Healthcare
21
+ 2.12%
$226.16 - $274.52 $4.75K - $5.76K
1.01K $232K
Activity Summary
Buys All Purchases 173 New Holdings 24 Increased Positions 149 Sells All Sells 91 Reductions 91 Sold out 0 Options Calls 0 Puts 0
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