Garrett Wealth Advisory Group, LLC Buys ARK Innovation ETF, Verizon Communications Inc, Invesco BulletShares 2020 Corporate Bond ETF

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Oct 18, 2019
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Investment company Garrett Wealth Advisory Group, LLC (Current Portfolio) buys ARK Innovation ETF, Verizon Communications Inc, Invesco BulletShares 2020 Corporate Bond ETF, Visa Inc, SPDR S&P Dividend ETF during the 3-months ended 2019Q3, according to the most recent filings of the investment company, Garrett Wealth Advisory Group, LLC. As of 2019Q3, Garrett Wealth Advisory Group, LLC owns 745 stocks with a total value of $75 million. These are the details of the buys and sells.

For the details of Garrett Wealth Advisory Group, LLC's stock buys and sells, go to https://www.gurufocus.com/guru/garrett+wealth+advisory+group%2C+llc/current-portfolio/portfolio

These are the top 5 holdings of Garrett Wealth Advisory Group, LLC
  1. iShares Edge MSCI Min Volatility USA ETF (USMV) - 279,019 shares, 23.96% of the total portfolio. Shares added by 0.53%
  2. iShares Edge MSCI USA Momentum Factor ETF (MTUM) - 117,884 shares, 18.83% of the total portfolio. Shares added by 0.38%
  3. Vanguard Dividend Appreciation ETF (VIG) - 32,625 shares, 5.23% of the total portfolio. Shares reduced by 0.47%
  4. ALPS Sector Dividend Dogs ETF (SDOG) - 52,499 shares, 3.08% of the total portfolio. Shares added by 10.49%
  5. Apple Inc (AAPL) - 8,509 shares, 2.55% of the total portfolio. Shares reduced by 0.18%
New Purchase: ARK Innovation ETF (ARKK)

Garrett Wealth Advisory Group, LLC initiated holding in ARK Innovation ETF. The purchase prices were between $42.64 and $49.92, with an estimated average price of $45.87. The stock is now traded at around $42.00. The impact to a portfolio due to this purchase was 1.87%. The holding were 32,574 shares as of .

New Purchase: Verizon Communications Inc (VZ)

Garrett Wealth Advisory Group, LLC initiated holding in Verizon Communications Inc. The purchase prices were between $55.05 and $60.51, with an estimated average price of $57.61. The stock is now traded at around $61.27. The impact to a portfolio due to this purchase was 0.29%. The holding were 3,595 shares as of .

New Purchase: Invesco BulletShares 2020 Corporate Bond ETF (BSCK)

Garrett Wealth Advisory Group, LLC initiated holding in Invesco BulletShares 2020 Corporate Bond ETF. The purchase prices were between $21.12 and $21.3, with an estimated average price of $21.23. The stock is now traded at around $21.32. The impact to a portfolio due to this purchase was 0.25%. The holding were 8,681 shares as of .

New Purchase: Visa Inc (V)

Garrett Wealth Advisory Group, LLC initiated holding in Visa Inc. The purchase prices were between $168.86 and $185.74, with an estimated average price of $178.14. The stock is now traded at around $175.98. The impact to a portfolio due to this purchase was 0.24%. The holding were 1,055 shares as of .

New Purchase: SPDR S&P Dividend ETF (SDY)

Garrett Wealth Advisory Group, LLC initiated holding in SPDR S&P Dividend ETF. The purchase prices were between $96.69 and $103.8, with an estimated average price of $100.83. The stock is now traded at around $103.47. The impact to a portfolio due to this purchase was 0.24%. The holding were 1,739 shares as of .

New Purchase: Eaton Corp PLC (ETN)

Garrett Wealth Advisory Group, LLC initiated holding in Eaton Corp PLC. The purchase prices were between $75.19 and $88.03, with an estimated average price of $81.03. The stock is now traded at around $82.65. The impact to a portfolio due to this purchase was 0.23%. The holding were 2,109 shares as of .



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