Garrison Point Advisors, LLC Purchases in Q4 2024

Garrison Point Advisors, LLC

  • $209 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
BRK-A
Berkshire Hathaway Inc

Financial Services
14
New
$664750.0 - $724132.5 $9.31M - $10.1M
14 $9.53M
MSFT
Microsoft Corp

Technology
17.7K
+ 110.51%
$406.35 - $454.46 $7.2M - $8.05M
33.7K $14.2M
AAPL
Apple Inc.

Technology
24.1K
+ 78.37%
$221.69 - $259.02 $5.35M - $6.25M
54.9K $13.8M
ORCL
Oracle Corp

Technology
35.2K
New
$165.41 - $192.43 $5.82M - $6.77M
35.2K $5.87M
PG
Procter & Gamble CO

Consumer Defensive
23K
+ 363.45%
$161.05 - $179.7 $3.7M - $4.13M
29.3K $4.91M
NVO
Novo Nordisk A S

Healthcare
36.3K
New
$85.0 - $120.04 $3.08M - $4.35M
36.3K $3.12M
JSTC
Tidal ETF Tr Adasina Social Ju

ETFs
110K
New
$18.36 - $19.53 $2.02M - $2.14M
110K $2.02M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
2.93K
+ 132.67%
$442.29 - $483.08 $1.3M - $1.42M
5.14K $2.33M
IVV
Ishares Core S&P 500 ETF

ETFs
1.69K
+ 12.7%
$570.51 - $610.59 $964K - $1.03M
15K $8.83M
MRK
Merck & Co., Inc.

Healthcare
12.4K
+ 199.63%
$96.31 - $114.76 $1.19M - $1.42M
18.6K $1.85M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
5.55K
New
$131.66 - $144.0 $730K - $798K
5.55K $732K
SPY
Spdr S&P 500 ETF Trust

ETFs
1.2K
+ 47.84%
$567.81 - $607.81 $679K - $727K
3.7K $2.17M
IBM
International Business Machines Corp

Technology
3.06K
+ 92.17%
$204.9 - $238.04 $627K - $728K
6.38K $1.4M
DELL
Dell Technologies Inc.

Technology
5.63K
New
$111.96 - $144.21 $631K - $812K
5.63K $649K
AVRE
American Centy ETF Tr Avantis
13.7K
New
$41.03 - $46.91 $562K - $643K
13.7K $574K
EMR
Emerson Electric CO

Industrials
3.83K
+ 69.87%
$108.13 - $134.33 $414K - $515K
9.31K $1.15M
IWM
Ishares Russell 2000 ETF

ETFs
2.18K
New
$216.13 - $242.4 $471K - $528K
2.18K $481K
QQQ
Invesco Qqq Trust, Series 1

ETFs
832
+ 182.86%
$481.22 - $538.17 $400K - $448K
1.29K $657K
JPM
Jpmorgan Chase & CO

Financial Services
944
+ 13.15%
$205.18 - $250.29 $194K - $236K
8.12K $1.95M
DGX
Quest Diagnostics Inc

Healthcare
2.86K
New
N/A
2.86K $391K
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
10.7K
New
$33.92 - $36.6 $365K - $393K
10.7K $371K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
3.44K
+ 11.84%
$113.92 - $127.38 $391K - $438K
32.5K $3.74M
GLW
Corning Inc

Technology
6.76K
+ 75.91%
$44.11 - $49.76 $298K - $336K
15.7K $743K
CLX
Clorox CO

Consumer Defensive
2.1K
New
$156.51 - $169.74 $329K - $356K
2.1K $341K
COST
Costco Wholesale Corp

Consumer Defensive
219
+ 5.14%
$873.59 - $994.69 $191K - $218K
4.48K $4.11M
PM
Philip Morris International Inc.

Consumer Defensive
2.6K
New
$118.38 - $133.06 $308K - $346K
2.6K $312K
SQ
Block, Inc.

Technology
30
+ 0.19%
$65.06 - $98.92 $1.95K - $2.97K
16.2K $1.38M
AON
Aon PLC

Financial Services
753
New
$344.14 - $393.31 $259K - $296K
753 $270K
MCO
Moodys Corp

Financial Services
500
New
$454.04 - $500.88 $227K - $250K
500 $236K
VCR
Vanguard Consumer Discretionar

ETFs
581
New
$328.51 - $401.37 $191K - $233K
581 $218K
UBER
Uber Technologies, Inc

Technology
3.47K
New
$59.93 - $86.34 $208K - $300K
3.47K $209K
HYG
Ishares Tr

ETFs
2.59K
New
$78.09 - $80.04 $203K - $208K
2.59K $204K
AVGO
Broadcom Inc.

Technology
880
New
$159.67 - $250.0 $141K - $220K
880 $204K
VO
Vanguard Mid Cap ETF

ETFs
567
+ 12.61%
$261.5 - $284.63 $148K - $161K
5.06K $1.34M
BND
Vanguard Bd Index Fd Inc Total

ETFs
2K
+ 24.89%
$71.75 - $75.11 $144K - $150K
10K $721K
JNJ
Johnson & Johnson

Healthcare
2.72K
+ 17.03%
$143.34 - $165.86 $389K - $450K
18.7K $2.7M
CMI
Cummins Inc

Industrials
35
+ 1.11%
$324.93 - $383.42 $11.4K - $13.4K
3.19K $1.11M
BAC
Bank Of America Corp

Financial Services
2
+ 0.01%
$39.22 - $47.77 $78.4 - $95.5
17.5K $768K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
1.13K
+ 8.35%
$61.68 - $67.87 $69.4K - $76.4K
14.6K $909K
VGT
Vanguard Information Technolog

ETFs
25
+ 1.9%
$571.78 - $647.97 $14.3K - $16.2K
1.34K $833K
GILD
Gilead Sciences, Inc.

Healthcare
2
+ 0.05%
$83.95 - $97.9 $168 - $196
3.78K $349K
PANW
Palo Alto Networks Inc

Technology
1.45K
+ 100.0%
$181.96 - $405.9 $263K - $587K
2.89K $525K
C
Citigroup Inc

Financial Services
1
+ 0.03%
$61.31 - $72.5 $61.3 - $72.5
3.67K $257K
VT
Vanguard Total World Stk Index

ETFs
250
+ 5.24%
$117.09 - $123.07 $29.3K - $30.8K
5.03K $590K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
170
+ 2.19%
$51.54 - $52.55 $8.76K - $8.93K
7.94K $410K
Veralto Corp
97
+ 1.55%
N/A
6.36K $0
DFAE
Dimensional ETF Tr

ETFs
515
+ 6.22%
$25.36 - $28.15 $13.1K - $14.5K
8.8K $223K
XLI
Industrial Sector Spdr

ETFs
10
+ 0.57%
$131.76 - $143.99 $1.32K - $1.44K
1.77K $233K
IHI
Ishares Tr Dow Jones Us Medica

ETFs
360
+ 1.07%
$57.38 - $61.11 $20.7K - $22K
34K $1.98M
Activity Summary
Buys All Purchases 64 New Holdings 19 Increased Positions 45 Sells All Sells 36 Reductions 36 Sold out 0 Options Calls 0 Puts 0
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