Live Markets
Saturday, September 12, 2026·George Town, KY·29°·Partly Cloudy
Markets Open · NYSE·Newsletter·Masthead·
VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

Garrett Wealth Advisory Group, LLC

Quarter ended Q1 2025 · Filed April 30, 2025 · Accession 0001085146-25-002461

Total Value
$447.1M
Positions
112
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (112)

#IssuerTicker / CUSIPSharesValue% of Filing
1ENERGY TRANSFER L PET-PI5,479,832$101.9M22.78%
2WISDOMTREE TRWT778,583$46.2M10.32%
3SPDR SER TR78464A409399,379$32.1M7.18%
4INVESCO EXCHANGE TRADED FD TIVZ738,444$29.8M6.67%
5SPDR SER TR78468R812179,136$28.1M6.28%
6JOHN HANCOCK EXCHANGE TRADED47804J206488,658$28.0M6.26%
7SPDR INDEX SHS FDS78463X889754,231$27.5M6.14%
8SPDR SER TR78468R853470,879$19.2M4.29%
9ISHARES TR46432F33968,565$11.7M2.62%
10ISHARES TR46429B697117,533$11.0M2.46%
11APPLE INCAAPL48,548$10.8M2.41%
12ISHARES TR46432F39642,602$8.6M1.93%
13VICTORY PORTFOLIOS II92647N824121,953$8.0M1.79%
14BERKSHIRE HATHAWAY INC DELBRK-A12,628$6.7M1.50%
15INVESCO EXCH TRADED FD TR IIIVZ534,289$6.0M1.34%
16EXXON MOBIL CORPXOM42,223$5.0M1.12%
17VANGUARD SPECIALIZED FUNDS92190884420,349$3.9M0.88%
18TEXAS PACIFIC LAND CORPORATITPL2,400$3.2M0.71%
19ALPHABET INCGOOG17,355$2.7M0.61%
20SPDR SER TR78464A67287,282$2.5M0.56%
21CHEVRON CORP NEWCVX14,220$2.4M0.53%
22AMAZON COM INCAMZN12,058$2.3M0.51%
23MICROSOFT CORPMSFT5,872$2.2M0.49%
24FIRST FINL BANKSHARES INC32020R10952,614$1.9M0.42%
25LOCKHEED MARTIN CORPLMT4,173$1.9M0.42%
26LOWES COS INC5486611077,941$1.9M0.41%
27SHELL PLCRYDAF22,677$1.7M0.37%
28WALMART INCWMT14,511$1.3M0.28%
29UNION PAC CORPUNP5,128$1.2M0.27%
30PEPSICO INCPEP7,880$1.2M0.26%
31ISHARES TR4642872002,002$1.1M0.25%
32JPMORGAN CHASE & CO.VYLD3,976$975,2050.22%
33PROCTER AND GAMBLE CO7427181095,707$972,5070.22%
34META PLATFORMS INCMETA1,683$970,0240.22%
35CATERPILLAR INCCAT2,751$907,3970.20%
36ONEOK INC NEWOKE8,684$861,6010.19%
37CONOCOPHILLIPSCOP8,072$847,6950.19%
38VISA INCV2,383$835,2280.19%
39PHILLIPS 66PSX6,658$822,1300.18%
40LPL FINL HLDGS INC50212V1002,500$817,8500.18%
41ELI LILLY & COLLY947$782,1380.17%
42NVIDIA CORPORATIONNVDA7,003$758,9850.17%
43UNILEVER PLCUNLYF12,287$731,6930.16%
44ORACLE CORPORCL-PD5,028$702,9560.16%
45DUKE ENERGY CORP NEWDUKB5,626$686,2140.15%
46GENERAL DYNAMICS CORPGD2,452$668,3090.15%
47DISNEY WALT CO2546871066,280$619,8370.14%
48VALERO ENERGY CORPVLO4,593$606,5980.14%
49ADOBE INCADBE1,453$557,2690.12%
50ABBVIE INCABBV2,653$555,8580.12%
51PNC FINL SVCS GROUP INC6934751053,098$544,5350.12%
52FIRST TR NAS100 EQ WEIGHTED3373441054,429$535,6370.12%
53SPDR INDEX SHS FDS78463X4758,449$527,4150.12%
54BROADCOM INCAVGO3,109$520,5220.12%
55PATTERSON-UTI ENERGY INCPTEN62,965$517,5720.12%
56PFIZER INCPFE20,135$510,2280.11%
57INVESCO QQQ TRIVZ1,081$507,0790.11%
58SPDR SER TR78464A64919,293$492,7360.11%
59PHILIP MORRIS INTL INC7181721093,038$482,2220.11%
60ISHARES TR4642871503,924$478,8020.11%
61QUALCOMM INCQCOM2,964$455,2400.10%
62MASTERCARD INCORPORATEDMA825$452,1980.10%
63GOLDMAN SACHS GROUP INCGSCE823$449,5970.10%
64COCA COLA COKO6,037$432,3710.10%
65ISHARES TR46434V6216,952$429,4740.10%
66MERCK & CO INCMRK4,693$421,2430.09%
67EATON CORP PLCETN1,540$418,7030.09%
68MEDTRONIC PLCMDT4,647$417,5470.09%
69VANGUARD WORLD FD92204A702742$402,4470.09%
70EMERSON ELEC COEMR3,650$400,1390.09%
71SELECT SECTOR SPDR TR81369Y8524,093$394,7700.09%
72ISHARES TR4642876634,236$390,9320.09%
73BOOKING HOLDINGS INCBKNG83$382,3740.09%
74WISDOMTREE TRWT4,794$380,4850.09%
75VANGUARD INDEX FDS9229087361,000$370,8650.08%
76TESLA INCTSLA1,415$366,7110.08%
77SPDR SER TR78464A8477,120$364,4060.08%
78ENBRIDGE INCENNPF7,692$340,8500.08%
79ISHARES TR4642871762,949$327,6040.07%
80ISHARES TR4642876712,562$325,5500.07%
81COMCAST CORP NEWCCZ8,570$316,2330.07%
82SPDR GOLD TRGLD1,095$315,5160.07%
83BRISTOL-MYERS SQUIBB COCELG-RI4,843$295,3750.07%
84ENTERPRISE PRODS PARTNERS L2937921078,599$293,5690.07%
85SUNOCO LP/SUNOCO FIN CORPSUN4,933$286,4100.06%
86ISHARES TR4642875153,201$284,8570.06%
87HOME DEPOT INCHD763$279,7660.06%
88NORFOLK SOUTHN CORP6558441081,121$265,6030.06%
89ALPHABET INCGOOG1,706$263,8160.06%
90ALLSTATE CORPALL-PJ1,265$261,9430.06%
91ISHARES TR4642872262,632$260,3570.06%
92PALANTIR TECHNOLOGIES INCPLTR3,061$258,3480.06%
93LAM RESEARCH CORPLRCX3,494$254,0140.06%
94SPDR S&P MIDCAP 400 ETF TRMDY469$250,2020.06%
95TEXAS INSTRS INC8825081041,364$245,1110.05%
96METLIFE INCMET-PF3,031$243,3590.05%
97VANGUARD INDEX FDS922908769884$242,8290.05%
98INVESCO EXCHANGE TRADED FD TIVZ1,370$237,3410.05%
99VENTAS INCVTR3,440$236,5490.05%
100ABBOTT LABSABLZF1,695$224,7870.05%
101ALTRIA GROUP INCMO3,744$224,7390.05%
102TAIWAN SEMICONDUCTOR MFG LTD8740391001,351$224,2660.05%
103UNITED STS LIME & MINERALS IUNTCW2,500$220,9500.05%
104EBAY INC.EBAY3,159$213,9590.05%
105CULLEN FROST BANKERS INCCFR-PB1,697$212,4640.05%
106INVESCO EXCH TRD SLF IDX FDIVZ10,602$206,5270.05%
107SPDR SER TR78464A7631,510$204,8480.05%
108GE AEROSPACE3696043011,011$202,3520.05%
109PAYCHEX INCPAYX1,306$201,4890.05%
110HILLTOP HOLDINGS INCHTH6,600$200,9700.04%
111AMERICAN AIRLS GROUP INC02376R10215,003$158,2820.04%
112VISTA GOLD CORPVGZ10,000$8,2800.00%