Garrett Wealth Advisory Group, LLC has filed its 13F form on February 06, 2025 for Q4 2024 where it was disclosed a total value porftolio of $439 Million distributed in 99 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Energy Transfer LP with a value of $107M, Wisdomtree U.S. Largecap Fund with a value of $45.5M, Spdr Portfolio with a value of $33.8M, Invesco Exchange Traded Fd Tr with a value of $28.2M, and John Hancock Multifactor Mid C with a value of $27.5M.
Examining the 13F form we can see an increase of $34.5M in the current position value, from $404M to 439M.
Below you can find more details about Garrett Wealth Advisory Group, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$439 Million
ETFs: $267 Million
Energy: $118 Million
Technology: $17.8 Million
Financial Services: $10.9 Million
Consumer Cyclical: $5.83 Million
Communication Services: $5.49 Million
Industrials: $5.26 Million
Consumer Defensive: $4.63 Million
Other: $3.91 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
