Garrett Investment Advisors LLC Incresed Positions in Q4 2025

Garrett Investment Advisors LLC

  • $1.13 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
NOW
Service Now, Inc.

Technology
10.6K
+ 428.28%
$835.79 - $946.29 $8.82M - $9.99M
13K $10.9M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
120K
+ 11.26%
$42.26 - $44.28 $5.07M - $5.32M
1.19M $51.9M
JCPB
J P Morgan Exchange Traded Fd

ETFs
76.7K
+ 4.71%
$47.34 - $48.01 $3.63M - $3.68M
1.71M $80.9M
SPIB
Spdr Portfolio Intermediate Te

ETFs
85.6K
+ 6.57%
$33.69 - $34.08 $2.88M - $2.92M
1.39M $46.8M
AVDE
American Centy ETF Tr Avantis

ETFs
16.6K
+ 2.7%
$77.65 - $81.2 $1.29M - $1.35M
633K $50.8M
GOOG
Alphabet Inc.

Communication Services
5.75K
+ 163.41%
$237.49 - $291.74 $1.36M - $1.68M
9.26K $2.65M
JMBS
Janus Detroit Str Tr Henderson

ETFs
33.5K
+ 3.96%
$45.54 - $46.2 $1.52M - $1.55M
880K $40.1M
CGDV
Capital Group Divid Value ETF

ETFs
27.5K
+ 25.1%
$41.33 - $43.47 $1.14M - $1.2M
137K $5.88M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
14.6K
+ 2.53%
$45.45 - $48.31 $662K - $704K
591K $28.1M
AVEM
American Centy ETF Tr Avantis

ETFs
5.38K
+ 2.1%
$73.09 - $78.36 $393K - $421K
262K $20.3M
STLG
Ishares Factors Us Growth Styl

ETFs
16.8K
+ 23.87%
N/A
86.9K $4.37M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
10.3K
+ 8.03%
$78.65 - $79.19 $812K - $817K
139K $10.9M
BAC
Bank Of America Corp

Financial Services
15.3K
+ 229.95%
$48.65 - $54.11 $744K - $827K
21.9K $1.13M
MSFT
Microsoft Corp

Technology
2.12K
+ 7.4%
$496.82 - $542.07 $1.05M - $1.15M
30.7K $15.6M
BNDX
Vanguard Total International B

ETFs
15.2K
+ 13.17%
$49.3 - $49.91 $747K - $756K
130K $6.44M
AAPL
Apple Inc.

Technology
346
+ 0.69%
$245.27 - $275.25 $84.9K - $95.2K
50.4K $13.5M
SNY
Sanofi

Healthcare
10.4K
+ 25.59%
$48.09 - $52.34 $501K - $545K
51.1K $2.65M
NUBD
Nuveen Esg U.S. Aggregate Bond

ETFs
33.4K
+ 8.91%
$22.38 - $22.69 $746K - $757K
408K $9.13M
AMZN
Amazon Com Inc

Consumer Cyclical
461
+ 1.23%
$213.04 - $254.0 $98.2K - $117K
37.8K $8.88M
VGIT
Vanguard Intermediate Term Tre

ETFs
11.2K
+ 17.13%
$59.84 - $60.54 $670K - $678K
76.6K $4.6M
VUG
Vanguard Growth ETF

ETFs
1.21K
+ 6.74%
$470.44 - $504.26 $567K - $608K
19.1K $9.24M
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
12.1K
+ 3.54%
$50.33 - $50.81 $607K - $613K
353K $17.8M
VTV
Vanguard Value ETF

ETFs
2.83K
+ 3.67%
$182.87 - $189.72 $517K - $536K
79.9K $14.9M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
4.03K
+ 23.21%
$137.47 - $143.13 $554K - $576K
21.4K $3.01M
BALT
Innovator Etfs Tr
14.5K
+ 48.81%
$32.7 - $33.07 $476K - $481K
44.3K $1.46M
AMT
American Tower Corp

Real Estate
3.6K
+ 23.62%
$176.64 - $193.32 $635K - $695K
18.8K $3.4M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
14.1K
+ 7.1%
$23.02 - $24.23 $324K - $341K
212K $5.08M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
4.19K
+ 5.16%
$72.17 - $75.74 $303K - $318K
85.5K $6.41M
DFAI
Dimensional ETF Tr

ETFs
9.02K
+ 8.76%
$35.82 - $37.52 $323K - $339K
112K $4.16M
JPIB
Jpmorgan International Bond Op

ETFs
8.95K
+ 4.34%
$48.68 - $49.38 $436K - $442K
215K $10.5M
VEA
Vanguard Ftse Developed Market

ETFs
1.58K
+ 0.77%
$59.18 - $62.09 $93.3K - $97.9K
206K $12.7M
STIP
Ishares Barclays 0 5 Year Tips

ETFs
3.57K
+ 18.11%
$102.72 - $103.6 $367K - $370K
23.3K $2.39M
CRM
Salesforce, Inc.

Technology
1.42K
+ 10.98%
$235.69 - $263.41 $334K - $374K
14.3K $3.4M
VCIT
Vanguard Intermediate Term Cor

ETFs
4.01K
+ 6.27%
$83.45 - $84.82 $335K - $340K
68K $5.68M
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
10.3K
+ 5.16%
$24.85 - $25.28 $255K - $260K
209K $5.24M
DFAE
Dimensional ETF Tr

ETFs
5.83K
+ 7.33%
$30.74 - $33.05 $179K - $193K
85.3K $2.77M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
3.4K
+ 3.2%
$52.54 - $55.77 $179K - $190K
110K $6.01M
DUK
Duke Energy Corp

Utilities
1.61K
+ 5.98%
$121.57 - $129.03 $195K - $207K
28.5K $3.56M
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
8.06K
+ 7.45%
$42.11 - $44.28 $339K - $357K
116K $5M
IEMG
Ishares Inc

ETFs
3.64K
+ 27.56%
N/A
16.9K $903K
VXF
Vanguard Extended Market ETF

ETFs
1.06K
+ 17.58%
$204.22 - $215.05 $217K - $229K
7.11K $1.45M
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
1.37K
+ 6.16%
$116.0 - $122.39 $159K - $167K
23.6K $2.8M
USHY
Ishares Tr Broad Usd High Yiel

ETFs
5.09K
+ 14.24%
$37.19 - $37.8 $189K - $192K
40.8K $1.52M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
3.5K
+ 8.27%
$49.98 - $50.22 $175K - $176K
45.8K $2.29M
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
1.07K
+ 5.73%
$82.92 - $88.2 $88.3K - $93.9K
19.7K $1.72M
SUSB
Ishares Tr Ishares Esg Aware 1

ETFs
6.21K
+ 5.41%
$25.18 - $25.37 $156K - $158K
121K $3.05M
VEEV
Veeva Systems Inc

Healthcare
659
+ 6.07%
$283.73 - $306.22 $187K - $202K
11.5K $3.38M
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
1.27K
+ 6.11%
$83.65 - $86.6 $106K - $110K
22K $1.9M
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
3.18K
+ 1.77%
$48.64 - $48.99 $155K - $156K
183K $8.89M
Activity Summary
Buys All Purchases 169 New Holdings 20 Increased Positions 149 Sells All Sells 121 Reductions 121 Sold out 0 Options Calls 0 Puts 0
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