Garrett Investment Advisors LLC Portfolio Holdings
Garrett Investment Advisors LLC
- $941 Million
- Q4 2024
Garrett Investment Advisors LLC has filed its 13F form on January 15, 2025 for Q4 2024 where it was disclosed a total value porftolio of $941 Million distributed in 284 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 $65.2M, Spdr Portfolio with a value of $41M, Spdr Portfolio S&P 500 Value E with a value of $38.6M, Vanguard Total Stock Market Et with a value of $35.6M, and American Centy ETF Tr Avantis with a value of $34.6M.
Examining the 13F form we can see an increase of $17M in the current position value, from $924M to 941M.
Below you can find more details about Garrett Investment Advisors LLC portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of Under $50 Millions
Summary
- Portfolio
- No. of Stocks 284
- Current Value $941 Million
- Prior Value $924 Million
- Filing
- Period Q4 2024
- Filing Date January 15, 2025
- Form Type 13F-HR
- Activity in Q4 2024
- New Purchases 24 stocks
- Additional Purchases 149 stocks
- Sold out of 0 stocks
- Reduced holdings in 91 stocks