Garrett Investment Advisors LLC Incresed Positions in Q4 2024

Garrett Investment Advisors LLC

  • $941 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
Vanguard Malvern Fds
53.3K
+ 40.04%
N/A
186K $0
American Centy ETF Tr
2.72K
+ 2.92%
N/A
96.1K $0
SCMB
Schwab Strategic Tr Mun Bd ETF
195K
+ 174.44%
N/A
306K $0
Capital Group Conservative E
684
+ 2.42%
N/A
28.9K $0
JPHY
Jp Morgan High Yield Research

ETFs
1.3K
+ 24.94%
N/A
6.53K $0
Blackrock ETF Trust Ii
42K
+ 9.34%
N/A
492K $0
J P Morgan Exchange Traded F
78.7K
+ 42.27%
N/A
265K $0
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
35
+ 0.19%
$20.6 - $20.71 $721 - $725
18.1K $372K
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
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
18
+ 0.24%
$51.54 - $52.55 $928 - $946
7.41K $382K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
7.76K
+ 8.47%
$44.04 - $49.49 $342K - $384K
99.4K $4.38M
BSMS
Invesco Bulletshares 2028 Muni

ETFs
264
+ 0.48%
$23.26 - $23.6 $6.14K - $6.23K
55.7K $1.3M
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
BIV
Vanguard Bd Index Fd Inc Inter

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

ETFs
78
+ 1.89%
$68.25 - $75.42 $5.32K - $5.88K
4.2K $287K
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
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
PG
Procter & Gamble CO

Consumer Defensive
22
+ 0.09%
$161.05 - $179.7 $3.54K - $3.95K
25.2K $4.23M
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
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