Garrett Investment Advisors LLC Sells in Q4 2025

Garrett Investment Advisors LLC

  • $1.13 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
IQDG
Wisdomtree Tr Intl Quality Div

ETFs
-69.2K
- 13.39%
$39.19 - $40.92 $2.71M - $2.83M
447K $18M
QUAL
Ishares Msci Usa Quality Facto

ETFs
-5.93K
- 8.08%
$191.01 - $199.18 $1.13M - $1.18M
67.5K $13.1M
GOOGL
Alphabet Inc.

Communication Services
-8.7K
- 20.53%
$236.57 - $291.31 $2.06M - $2.53M
33.7K $9.31M
BK
Bank Of New York Mellon Corp

Financial Services
-8.29K
- 27.98%
$104.54 - $112.64 $867K - $934K
21.3K $2.36M
HD
Home Depot, Inc.

Consumer Cyclical
-874
- 8.18%
$358.03 - $397.02 $313K - $347K
9.81K $3.51M
KLAC
Kla Corp

Technology
-887
- 23.93%
$982.75 - $1235.28 $872K - $1.1M
2.82K $3.2M
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
-8.58K
- 5.59%
$87.0 - $90.6 $747K - $778K
145K $12.9M
DFAS
Dimensional ETF Tr U S Small C

ETFs
-8.34K
- 5.76%
$66.04 - $69.67 $551K - $581K
137K $9.17M
NVDA
Nvidia Corp

Technology
-3.89K
- 5.89%
$179.83 - $207.04 $699K - $805K
62.1K $11.6M
AVGO
Broadcom Inc.

Technology
-2.57K
- 10.37%
$324.63 - $385.98 $833K - $990K
22.2K $7.6M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
-12.6K
- 5.6%
$37.61 - $39.41 $474K - $496K
212K $8.19M
SPYG
Spdr Portfolio

ETFs
-5.82K
- 1.18%
$102.4 - $109.39 $596K - $637K
489K $51.3M
TMUS
T Mobile Us, Inc.

Communication Services
-794
- 7.04%
$201.01 - $233.26 $160K - $185K
10.5K $2.26M
ITT
Itt Inc.

Industrials
-2.47K
- 19.01%
$170.91 - $195.47 $422K - $483K
10.5K $1.94M
ENB
Enbridge Inc

Energy
-3.57K
- 5.03%
$46.39 - $50.07 $166K - $179K
67.4K $3.22M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-6.78K
- 11.11%
$49.98 - $50.59 $339K - $343K
54.3K $2.73M
DFAX
Dimensional ETF Tr
-12.9K
- 6.64%
$30.71 - $32.34 $395K - $416K
181K $5.79M
PG
Procter & Gamble CO

Consumer Defensive
-529
- 2.13%
$145.5 - $153.18 $77K - $81K
24.3K $3.55M
JPM
Jpmorgan Chase & CO

Financial Services
-238
- 1.88%
$294.11 - $320.41 $70K - $76.3K
12.4K $3.73M
COST
Costco Wholesale Corp

Consumer Defensive
-206
- 6.15%
$910.94 - $954.99 $188K - $197K
3.14K $2.87M
USFR
Wisdomtree Floating Rate Treas

ETFs
-4.38K
- 16.87%
$50.24 - $50.4 $220K - $221K
21.6K $1.09M
PEP
Pepsico Inc

Consumer Defensive
-2.58K
- 11.57%
$138.84 - $153.71 $358K - $397K
19.7K $2.92M
TSLA
Tesla, Inc.

Consumer Cyclical
-419
- 38.87%
$401.99 - $468.37 $168K - $196K
659 $269K
SPMD
Spdr Portfolio

ETFs
-761
- 0.45%
$55.44 - $58.05 $42.2K - $44.2K
170K $9.56M
MCK
Mckesson Corp

Healthcare
-632
- 13.17%
$738.06 - $859.37 $466K - $543K
4.17K $3.51M
TJX
Tjx Companies Inc

Consumer Cyclical
-1.64K
- 5.79%
$138.56 - $147.63 $227K - $242K
26.7K $3.9M
WM
Waste Management Inc

Industrials
-155
- 1.34%
$196.77 - $219.98 $30.5K - $34.1K
11.4K $2.38M
LPLA
Lpl Financial Holdings Inc.

Financial Services
-1.14K
- 16.38%
$312.18 - $378.94 $356K - $432K
5.82K $2.16M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
-555
- 31.52%
$245.79 - $258.02 $136K - $143K
1.21K $296K
SCHX
Schwab Strategic Tr Us Large C

ETFs
-5.42K
- 9.3%
$25.85 - $27.19 $140K - $147K
52.8K $1.4M
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
-5.59K
- 8.9%
N/A
57.2K $1.36M
MUB
Ishares National Muni Bond ETF

ETFs
-1.38K
- 3.06%
$106.36 - $107.61 $146K - $148K
43.6K $4.66M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-206
- 34.11%
$589.5 - $635.77 $121K - $131K
398 $240K
VSGX
Vanguard World Fd Esg Intl Stk

ETFs
-1.99K
- 10.31%
$68.22 - $71.43 $136K - $142K
17.3K $1.22M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
-963
- 5.01%
$142.82 - $150.36 $138K - $145K
18.3K $2.68M
CVX
Chevron Corp

Energy
-670
- 2.43%
$148.9 - $157.72 $99.8K - $106K
26.9K $4.17M
NULG
Nuveen Esg Large Cap Growth Et

ETFs
-803
- 4.02%
$97.52 - $102.52 $78.3K - $82.3K
19.2K $1.88M
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
-1.57K
- 2.55%
$78.97 - $83.03 $124K - $130K
60K $4.87M
EFA
Ishares Tr Msci Eafe ETF

ETFs
-1.18K
- 7.7%
$92.24 - $96.56 $109K - $114K
14.2K $1.35M
CI
Cigna Corp

Healthcare
-1
- 0.02%
$244.41 - $311.0 $244 - $311
4.74K $1.29M
CEG
Constellation Energy Corp

Utilities
-301
- 12.39%
$335.74 - $401.43 $101K - $121K
2.13K $720K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-146
- 7.21%
$600.51 - $631.95 $87.7K - $92.3K
1.88K $1.16M
WMT
Walmart Inc.

Consumer Defensive
-690
- 1.37%
$101.18 - $109.03 $69.8K - $75.2K
49.6K $5.11M
USRT
Ishares Core U.S. Reit ETF

ETFs
-1.04K
- 11.1%
$56.64 - $59.67 $59.1K - $62.3K
8.36K $483K
ACWV
Ishares Msci Global Min Vol Fa

ETFs
-574
- 20.8%
$117.88 - $120.77 $67.7K - $69.3K
2.19K $263K
AVUV
American Centy ETF Tr Avantis

ETFs
-450
- 3.9%
$95.19 - $100.66 $42.8K - $45.3K
11.1K $1.08M
FDX
Fedex Corp

Industrials
-1.22K
- 13.68%
$224.63 - $268.67 $274K - $328K
7.71K $2.04M
JNJ
Johnson & Johnson

Healthcare
-1.93K
- 8.46%
$185.98 - $199.58 $358K - $384K
20.8K $4.16M
IBDV
Ishares Tr

Technology
-2.54K
- 6.47%
$22.03 - $22.24 $56K - $56.6K
36.8K $810K
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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