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
ESGD
Ishares Trust Ishares Esg Awar

ETFs
1.12K
+ 6.6%
$75.65 - $83.47 $84.5K - $93.2K
18K $1.37M
IDEV
Ishares Core Msci Intl Develop

ETFs
508
+ 3.15%
$64.18 - $70.42 $32.6K - $35.8K
16.6K $1.07M
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
137
+ 1.78%
$114.08 - $125.68 $15.6K - $17.2K
7.84K $897K
VNQ
Vanguard Specialized Funds Van

ETFs
601
+ 3.46%
$87.85 - $98.6 $52.8K - $59.3K
18K $1.6M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
35
+ 0.09%
$88.59 - $94.57 $3.1K - $3.31K
39.4K $3.5M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
16.8K
+ 169.79%
$26.93 - $84.95 $452K - $1.43M
26.7K $729K
VSGX
Vanguard World Fd Esg Intl Stk

ETFs
1.44K
+ 3.53%
$56.61 - $61.63 $81.4K - $88.6K
42.2K $2.39M
SCHX
Schwab Strategic Tr Us Large C

ETFs
45.4K
+ 173.53%
$22.4 - $68.28 $1.02M - $3.1M
71.5K $1.66M
DFAR
Dimensional ETF Tr Dimensional

ETFs
1.83K
+ 2.71%
$22.72 - $25.76 $41.5K - $47K
69.1K $1.61M
JNJ
Johnson & Johnson

Healthcare
2.17K
+ 8.66%
$143.34 - $165.86 $311K - $360K
27.2K $3.94M
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
2.72K
+ 2.02%
$41.17 - $43.34 $112K - $118K
137K $5.68M
DUK
Duke Energy Corp

Utilities
348
+ 1.44%
$105.76 - $120.76 $36.8K - $42K
24.4K $2.63M
DFAX
Dimensional ETF Tr
6.46K
+ 3.98%
$24.76 - $27.04 $160K - $175K
169K $4.2M
VEA
Vanguard Ftse Developed Market

ETFs
13.9K
+ 8.09%
$47.57 - $52.44 $664K - $731K
186K $8.91M
AVDE
American Centy ETF Tr Avantis

ETFs
42.7K
+ 8.19%
$60.9 - $66.69 $2.6M - $2.85M
564K $34.6M
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
2K
+ 0.93%
$80.93 - $85.66 $162K - $171K
218K $17.6M
MRK
Merck & Co., Inc.

Healthcare
102
+ 0.38%
$96.31 - $114.76 $9.82K - $11.7K
27K $2.68M
AVEM
American Centy ETF Tr Avantis

ETFs
13.5K
+ 6.73%
$58.59 - $66.14 $790K - $892K
214K $12.6M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
97.8K
+ 89.57%
$18.41 - $40.87 $1.8M - $4M
207K $3.83M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
16.7K
+ 3.56%
$38.37 - $42.82 $641K - $715K
485K $18.6M
AMT
American Tower Corp

Real Estate
311
+ 1.95%
$179.4 - $232.01 $55.8K - $72.2K
16.2K $2.98M
IQDG
Wisdomtree Tr Intl Quality Div

ETFs
52K
+ 6.09%
$34.21 - $38.73 $1.78M - $2.01M
906K $31M
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
Track This Portfolio

Track Garrett Investment Advisors LLC Portfolio

Follow Garrett Investment 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 Garrett Investment Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Garrett Investment Advisors LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email