Garrett Investment Advisors LLC has filed its 13F form on April 10, 2025 for Q1 2025 where it was disclosed a total value porftolio of $926 Million distributed in 289 stocks.
Among their holdings, we can observe that their the top five positions include companies like: J P Morgan Exchange Traded Fd with a value of $67M, Spdr Portfolio S&P 500 Value E with a value of $38.9M, Spdr Portfolio with a value of $36M, Spdr Ser Tr Fds Spdr Portfolio with a value of $35.6M, and American Centy ETF Tr Avantis with a value of $35M.
Examining the 13F form we can see an decrease of $15.3M in the current position value, from $941M to 926M.
Below you can find more details about Garrett Investment Advisors LLC portfolio as well as his latest detailed transactions.
Portfolio value
$926 Million
ETFs: $724 Million
Technology: $55.5 Million
Healthcare: $25.1 Million
Financial Services: $21.6 Million
Consumer Cyclical: $18.9 Million
Communication Services: $17.1 Million
Consumer Defensive: $14.7 Million
Industrials: $14.4 Million
Other: $20.6 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
