Garrett Wealth Advisory Group, LLC Purchases in Q4 2024

Garrett Wealth Advisory Group, LLC

  • $439 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
ET
Energy Transfer LP

Energy
615
+ 0.01%
$16.05 - $19.86 $9.87K - $12.2K
5.48M $107M
EPS
Wisdomtree U.S. Largecap Fund

ETFs
58.3K
+ 8.5%
$59.58 - $63.93 $3.47M - $3.73M
744K $45.5M
JHMM
John Hancock Multifactor Mid C

ETFs
74.3K
+ 19.21%
$59.61 - $64.8 $4.43M - $4.81M
461K $27.5M
SPYG
Spdr Portfolio

ETFs
24.8K
+ 6.89%
$81.74 - $91.38 $2.02M - $2.26M
384K $33.8M
PRF
Invesco Exchange Traded Fd Tr

ETFs
73.9K
+ 11.82%
$40.15 - $42.9 $2.97M - $3.17M
699K $28.2M
QUS
Spdr Ser Tr Msci Usa Strategic

ETFs
15.4K
+ 9.87%
$154.42 - $163.91 $2.37M - $2.52M
171K $26.5M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
38.9K
+ 9.54%
$44.33 - $49.55 $1.72M - $1.93M
446K $20M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
92.2K
+ 14.99%
$34.13 - $37.35 $3.15M - $3.44M
707K $24.1M
AAPL
Apple Inc.

Technology
48
+ 0.1%
$221.69 - $259.02 $10.6K - $12.4K
48.9K $12.2M
AVGO
Broadcom Inc.

Technology
2.99K
New
$159.67 - $250.0 $478K - $748K
2.99K $693K
META
Meta Platforms, Inc.

Communication Services
695
+ 73.16%
$554.08 - $632.68 $385K - $440K
1.65K $970K
AMZN
Amazon Com Inc

Consumer Cyclical
159
+ 1.35%
$180.88 - $232.93 $28.8K - $37K
12K $2.62M
QCOM
Qualcomm Inc

Technology
2.75K
New
$150.4 - $178.04 $414K - $490K
2.75K $422K
WMT
Walmart Inc.

Consumer Defensive
2.74K
+ 24.79%
$79.1 - $95.7 $217K - $262K
13.8K $1.25M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
1.33K
New
$172.07 - $207.36 $229K - $276K
1.33K $262K
MSFT
Microsoft Corp

Technology
661
+ 19.62%
$406.35 - $454.46 $269K - $300K
4.03K $1.7M
V
Visa Inc.

Financial Services
655
+ 65.83%
$273.87 - $320.91 $179K - $210K
1.65K $521K
ADBE
Adobe Inc.

Technology
552
New
$437.39 - $552.96 $241K - $305K
552 $245K
EPD
Enterprise Products Partners L.P.

Energy
7.62K
New
$28.66 - $34.43 $218K - $262K
7.62K $238K
PLTR
Palantir Technologies Inc.

Technology
3.01K
New
$36.46 - $82.38 $110K - $248K
3.01K $227K
CMCSA
Comcast Corp

Communication Services
5.88K
New
$37.39 - $45.14 $220K - $265K
5.88K $220K
PNC
Pnc Financial Services Group, Inc.

Financial Services
1.08K
+ 87.14%
$178.39 - $215.0 $193K - $233K
2.33K $448K
JPM
Jpmorgan Chase & CO

Financial Services
585
+ 21.71%
$205.18 - $250.29 $120K - $146K
3.28K $786K
TSLA
Tesla, Inc.

Consumer Cyclical
33
+ 2.41%
$213.65 - $479.86 $7.05K - $15.8K
1.4K $565K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
604
+ 5.15%
$442.29 - $483.08 $267K - $292K
12.3K $5.59M
EMR
Emerson Electric CO

Industrials
1.27K
+ 66.15%
$108.13 - $134.33 $138K - $171K
3.2K $396K
AAL
American Airlines Group Inc.

Industrials
15K
New
N/A
15K $165K
NVDA
Nvidia Corp

Technology
430
+ 7.08%
$117.0 - $148.88 $50.3K - $64K
6.51K $873K
ABBV
Abb Vie Inc.

Healthcare
896
+ 61.75%
$164.99 - $203.87 $148K - $183K
2.35K $417K
DIS
Walt Disney CO

Communication Services
264
+ 4.51%
$92.39 - $117.6 $24.4K - $31K
6.12K $681K
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
6.7K
+ 8.55%
$27.8 - $29.05 $186K - $195K
85K $2.37M
OKE
Oneok Inc

Energy
7
+ 0.08%
$92.28 - $117.05 $646 - $819
8.69K $872K
CAT
Caterpillar Inc

Industrials
295
+ 25.11%
$360.37 - $416.88 $106K - $123K
1.47K $533K
GOOGL
Alphabet Inc.

Communication Services
216
+ 16.25%
$161.86 - $196.66 $35K - $42.5K
1.55K $292K
BKNG
Booking Holdings Inc.

Consumer Cyclical
1
+ 1.22%
$4100.99 - $5300.34 $4.1K - $5.3K
83 $412K
MA
Mastercard Inc

Financial Services
90
+ 19.57%
$491.3 - $536.15 $44.2K - $48.3K
550 $289K
MRK
Merck & Co., Inc.

Healthcare
986
+ 26.44%
$96.31 - $114.76 $95K - $113K
4.72K $469K
VGT
Vanguard Information Technolog

ETFs
25
+ 3.49%
$571.78 - $647.97 $14.3K - $16.2K
742 $461K
SPGM
Spdr Index Shs Fds S Spdr Port

ETFs
816
+ 11.74%
$63.23 - $66.65 $51.6K - $54.4K
7.77K $491K
COP
Conocophillips

Energy
576
+ 12.7%
$95.12 - $114.72 $54.8K - $66.1K
5.11K $507K
DUK
Duke Energy Corp

Utilities
575
+ 11.48%
$105.76 - $120.76 $60.8K - $69.4K
5.58K $601K
KO
Coca Cola CO

Consumer Defensive
808
+ 22.42%
$61.74 - $71.71 $49.9K - $57.9K
4.41K $274K
TXN
Texas Instruments Inc

Technology
23
+ 1.69%
N/A
1.39K $269K
Lam Research Corp
3.49K
New
N/A
3.49K $0
PG
Procter & Gamble CO

Consumer Defensive
50
+ 0.93%
$161.05 - $179.7 $8.05K - $8.99K
5.41K $906K
VLO
Valero Energy Corp

Energy
200
+ 4.9%
$118.59 - $144.02 $23.7K - $28.8K
4.28K $525K
UL
Unilever PLC

Consumer Defensive
740
+ 6.81%
$56.7 - $64.64 $42K - $47.8K
11.6K $658K
SHEL
Shell PLC

Energy
133
+ 0.68%
$60.63 - $70.23 $8.06K - $9.34K
19.7K $1.24M
LLY
Eli Lilly & CO

Healthcare
48
+ 5.37%
$727.2 - $932.06 $34.9K - $44.7K
942 $727K
Activity Summary
Buys All Purchases 54 New Holdings 9 Increased Positions 45 Sells All Sells 37 Reductions 37 Sold out 0 Options Calls 0 Puts 0
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