The Analysis of GARRISON POINT ADVISORS, LLC's Holdings


Currently, GARRISON POINT ADVISORS, LLC holds 171 types of securities in its portfolio with a total value $238.4M. In the most recent quarter, they have increased their positions in META (+4.3K shares, valued at $3.1M), SPY (+658 shares, valued at $438.4K), SCHF (+18.7K shares, valued at $434.3K); decreased their positions in NVDA (-4.9K shares, valued at $917.4K), MSFT (-979 shares, valued at $507.1K), PLTR (-2.7K shares, valued at $498.0K); initiated new positions in LHX (+1.1K shares, valued at $337.5K), AXP (+970 shares, valued at $322.2K), PFE (+8.8K shares, valued at $224.7K).


Top Holding Treemap

Stock Holdings
TickerCompany NameSharesShares â–ŗ%Event DateReport DateHistory
MSFT MICROSOFT CORP32.0K shares-2.97%2025-09-302025-10-22history
AAPL APPLE INC51.9K shares0.19%2025-09-302025-10-22history
IVV ISHARES TR15.9K shares2.30%2025-09-302025-10-22history
BRK.A BERKSHIRE HATHAWAY INC DEL14 shares0.00%2025-09-302025-10-22history
ORCL ORACLE CORP35.5K shares0.05%2025-09-302025-10-22history
NVDA NVIDIA CORPORATION50.7K shares-8.85%2025-09-302025-10-22history
META META PLATFORMS INC8.8K shares94.07%2025-09-302025-10-22history
GOOGL ALPHABET INC19.4K shares-3.14%2025-09-302025-10-22history
Sponsored
PG PROCTER AND GAMBLE CO28.9K shares-0.82%2025-09-302025-10-22history
AMZN AMAZON COM INC19.0K shares-1.50%2025-09-302025-10-22history
IJR ISHARES TR35.0K shares6.63%2025-09-302025-10-22history
COST COSTCO WHSL CORP NEW3.9K shares-1.38%2025-09-302025-10-22history
V VISA INC10.0K shares-4.03%2025-09-302025-10-22history
HD HOME DEPOT INC8.3K shares-0.20%2025-09-302025-10-22history
JNJ JOHNSON & JOHNSON18.0K shares2.81%2025-09-302025-10-22history
SPY SPDR S&P 500 ETF TR5.0K shares15.24%2025-09-302025-10-22history
Sponsored
SCHF SCHWAB STRATEGIC TR126.4K shares17.32%2025-09-302025-10-22history
GOOG ALPHABET INC11.6K shares0.00%2025-09-302025-10-22history
BRK.B BERKSHIRE HATHAWAY INC DEL5.0K shares0.40%2025-09-302025-10-22history
MA MASTERCARD INCORPORATED4.3K shares-1.65%2025-09-302025-10-22history
JPM JPMORGAN CHASE & CO.7.5K shares-1.98%2025-09-302025-10-22history
JSTC TIDAL TRUST I115.2K shares1.10%2025-09-302025-10-22history
IXUS ISHARES TR27.7K shares3.70%2025-09-302025-10-22history
CAT CATERPILLAR INC4.7K shares-2.85%2025-09-302025-10-22history
Sponsored
NEE NEXTERA ENERGY INC28.2K shares-0.34%2025-09-302025-10-22history
DHR DANAHER CORPORATION10.2K shares-3.07%2025-09-302025-10-22history
NVO NOVO-NORDISK A S36.3K shares0.00%2025-09-302025-10-22history
XLB SELECT SECTOR SPDR TR22.3K shares-1.06%2025-09-302025-10-22history
IHI ISHARES TR32.4K shares-1.22%2025-09-302025-10-22history
VO VANGUARD INDEX FDS6.3K shares11.30%2025-09-302025-10-22history
AWK AMERICAN WTR WKS CO INC NEW13.3K shares-1.89%2025-09-302025-10-22history
IBM INTERNATIONAL BUSINESS MACHS6.3K shares-0.40%2025-09-302025-10-22history
Sponsored
WM WASTE MGMT INC DEL7.8K shares-1.88%2025-09-302025-10-22history
UNP UNION PAC CORP7.1K shares-3.25%2025-09-302025-10-22history
AMGN AMGEN INC5.8K shares-1.82%2025-09-302025-10-22history
HON HONEYWELL INTL INC7.6K shares-2.02%2025-09-302025-10-22history
CVX CHEVRON CORP NEW10.2K shares-1.71%2025-09-302025-10-22history
PEP PEPSICO INC11.0K shares-2.40%2025-09-302025-10-22history
IBB ISHARES TR10.4K shares-1.71%2025-09-302025-10-22history
KO COCA COLA CO22.3K shares0.00%2025-09-302025-10-22history
Sponsored
WFC WELLS FARGO CO NEW17.4K shares0.00%2025-09-302025-10-22history
IYC ISHARES TR13.9K shares0.34%2025-09-302025-10-22history
MRK MERCK & CO INC16.4K shares-7.09%2025-09-302025-10-22history
IEMG ISHARES INC20.5K shares-1.70%2025-09-302025-10-22history
BND VANGUARD BD INDEX FDS17.3K shares25.32%2025-09-302025-10-22history
AGG ISHARES TR12.8K shares-5.82%2025-09-302025-10-22history
CMI CUMMINS INC2.9K shares-2.98%2025-09-302025-10-22history
GLW CORNING INC14.9K shares-0.67%2025-09-302025-10-22history
Sponsored
MCK MCKESSON CORP1.6K shares0.00%2025-09-302025-10-22history
CARR CARRIER GLOBAL CORPORATION20.2K shares-1.82%2025-09-302025-10-22history
RTX RTX CORPORATION7.1K shares-2.67%2025-09-302025-10-22history
QCOM QUALCOMM INC7.0K shares0.00%2025-09-302025-10-22history
ITW ILLINOIS TOOL WKS INC4.4K shares-2.71%2025-09-302025-10-22history
AMT AMERICAN TOWER CORP NEW6.0K shares-2.16%2025-09-302025-10-22history
CSCO CISCO SYS INC16.7K shares-0.06%2025-09-302025-10-22history
IJH ISHARES TR17.5K shares0.60%2025-09-302025-10-22history
Sponsored
VGT VANGUARD WORLD FD1.5K shares5.91%2025-09-302025-10-22history
XYZ BLOCK INC15.1K shares-1.50%2025-09-302025-10-22history
EMR EMERSON ELEC CO8.3K shares-5.29%2025-09-302025-10-22history
XHB SPDR SERIES TRUST9.8K shares0.00%2025-09-302025-10-22history
IYG ISHARES TR12.1K shares-4.71%2025-09-302025-10-22history
IWP ISHARES TR7.6K shares2.92%2025-09-302025-10-22history
UHS UNIVERSAL HLTH SVCS INC5.3K shares0.00%2025-09-302025-10-22history
PLTR PALANTIR TECHNOLOGIES INC5.4K shares-33.60%2025-09-302025-10-22history
Sponsored
BAC BANK AMERICA CORP18.9K shares0.01%2025-09-302025-10-22history
UNH UNITEDHEALTH GROUP INC2.7K shares-2.93%2025-09-302025-10-22history
ABBV ABBVIE INC3.9K shares84.45%2025-09-302025-10-22history
SHOP SHOPIFY INC6.0K shares-2.68%2025-09-302025-10-22history
WMT WALMART INC8.6K shares-0.97%2025-09-302025-10-22history
MCD MCDONALDS CORP2.9K shares-3.14%2025-09-302025-10-22history
QQQ INVESCO QQQ TR1.4K shares-11.49%2025-09-302025-10-22history
GUNR FLEXSHARES TR19.1K shares0.74%2025-09-302025-10-22history
Sponsored
IYF ISHARES TR6.4K shares-2.88%2025-09-302025-10-22history
DELL DELL TECHNOLOGIES INC5.6K shares0.14%2025-09-302025-10-22history
SDY SPDR SERIES TRUST5.7K shares0.78%2025-09-302025-10-22history
IWO ISHARES TR2.5K shares0.00%2025-09-302025-10-22history
INTC INTEL CORP23.4K shares0.00%2025-09-302025-10-22history
IDU ISHARES TR6.9K shares-0.14%2025-09-302025-10-22history
GDX VANECK ETF TRUST10.0K shares83.17%2025-09-302025-10-22history
XYL XYLEM INC5.1K shares-3.59%2025-09-302025-10-22history
Sponsored
VT VANGUARD INTL EQUITY INDEX F5.2K shares2.96%2025-09-302025-10-22history
YUM YUM BRANDS INC4.7K shares-3.53%2025-09-302025-10-22history
BN BROOKFIELD CORP10.2K shares0.00%2025-09-302025-10-22history
CVS CVS HEALTH CORP9.3K shares10.78%2025-09-302025-10-22history
SHY ISHARES TR8.4K shares0.72%2025-09-302025-10-22history
FEZ SPDR INDEX SHS FDS11.1K shares0.00%2025-09-302025-10-22history
PSX PHILLIPS 665.0K shares0.00%2025-09-302025-10-22history
AEP AMERICAN ELEC PWR CO INC6.0K shares-3.87%2025-09-302025-10-22history
Sponsored
BMY BRISTOL-MYERS SQUIBB CO14.8K shares5.32%2025-09-302025-10-22history
LMT LOCKHEED MARTIN CORP1.3K shares21.08%2025-09-302025-10-22history
SCHW SCHWAB CHARLES CORP6.8K shares-0.58%2025-09-302025-10-22history
ELV ELEVANCE HEALTH INC FORMERLY2.0K shares0.00%2025-09-302025-10-22history
OKE ONEOK INC NEW8.5K shares0.00%2025-09-302025-10-22history
DIS DISNEY WALT CO5.4K shares-4.09%2025-09-302025-10-22history
IWM ISHARES TR2.5K shares-0.95%2025-09-302025-10-22history
VLTO VERALTO CORP5.6K shares-5.21%2025-09-302025-10-22history
Sponsored
PANW PALO ALTO NETWORKS INC2.9K shares0.00%2025-09-302025-10-22history
PM PHILIP MORRIS INTL INC3.6K shares0.69%2025-09-302025-10-22history
VZ VERIZON COMMUNICATIONS INC12.4K shares-1.12%2025-09-302025-10-22history
DGX QUEST DIAGNOSTICS INC2.9K shares0.00%2025-09-302025-10-22history
DFAE DIMENSIONAL ETF TRUST17.1K shares12.95%2025-09-302025-10-22history
IYT ISHARES TR7.2K shares-0.28%2025-09-302025-10-22history
IVW ISHARES TR4.3K shares10.70%2025-09-302025-10-22history
Z ZILLOW GROUP INC6.4K shares106.32%2025-09-302025-10-22history
Sponsored
OTIS OTIS WORLDWIDE CORP5.3K shares-4.75%2025-09-302025-10-22history
FTV FORTIVE CORP9.8K shares-12.26%2025-09-302025-10-22history
VOO VANGUARD INDEX FDS779 shares6.86%2025-09-302025-10-22history
IHF ISHARES TR9.6K shares-8.94%2025-09-302025-10-22history
EEMV ISHARES INC7.3K shares0.00%2025-09-302025-10-22history
SBUX STARBUCKS CORP5.4K shares-8.40%2025-09-302025-10-22history
BA BOEING CO2.1K shares0.00%2025-09-302025-10-22history
IYW ISHARES TR2.3K shares0.00%2025-09-302025-10-22history
Sponsored
XOM EXXON MOBIL CORP3.9K shares0.97%2025-09-302025-10-22history
INFL LISTED FDS TR9.6K shares-2.82%2025-09-302025-10-22history
ABT ABBOTT LABS3.2K shares0.35%2025-09-302025-10-22history
IGSB ISHARES TR7.9K shares0.00%2025-09-302025-10-22history
HYG ISHARES TR5.2K shares60.55%2025-09-302025-10-22history
DFAC DIMENSIONAL ETF TRUST10.7K shares0.00%2025-09-302025-10-22history
GILD GILEAD SCIENCES INC3.7K shares0.05%2025-09-302025-10-22history
MDLZ MONDELEZ INTL INC6.5K shares18.12%2025-09-302025-10-22history
Sponsored
A AGILENT TECHNOLOGIES INC3.1K shares0.00%2025-09-302025-10-22history
NKE NIKE INC5.6K shares-3.70%2025-09-302025-10-22history
IWC ISHARES TR2.6K shares0.00%2025-09-302025-10-22history
GE GE AEROSPACE1.3K shares0.00%2025-09-302025-10-22history
ESPO VANECK ETF TRUST3.1K shares-4.57%2025-09-302025-10-22history
FDN FIRST TR EXCHANGE-TRADED FD1.3K shares15.80%2025-09-302025-10-22history
C CITIGROUP INC3.7K shares4.58%2025-09-302025-10-22history
LOW LOWES COS INC1.4K shares0.00%2025-09-302025-10-22history
Sponsored
UBER UBER TECHNOLOGIES INC3.6K shares-4.89%2025-09-302025-10-22history
AVRE AMERICAN CENTY ETF TR7.7K shares1.19%2025-09-302025-10-22history
T AT&T INC12.0K shares41.36%2025-09-302025-10-22history
LHX L3HARRIS TECHNOLOGIES INC1.1K sharesnew addition2025-09-302025-10-22history
AVGO BROADCOM INC1.0K shares15.34%2025-09-302025-10-22history
LLY ELI LILLY & CO430 shares-23.21%2025-09-302025-10-22history
AXP AMERICAN EXPRESS CO970 sharesnew addition2025-09-302025-10-22history
IYR ISHARES TR3.3K shares0.82%2025-09-302025-10-22history
Sponsored
CL COLGATE PALMOLIVE CO4.0K shares0.00%2025-09-302025-10-22history
IAGG ISHARES TR6.2K shares0.00%2025-09-302025-10-22history
IYH ISHARES TR5.3K shares4.24%2025-09-302025-10-22history
IYK ISHARES TR4.5K shares5.77%2025-09-302025-10-22history
ICLN ISHARES TR19.9K shares-1.24%2025-09-302025-10-22history
ITOT ISHARES TR2.1K shares-1.17%2025-09-302025-10-22history
COP CONOCOPHILLIPS3.2K shares-0.06%2025-09-302025-10-22history
ADP AUTOMATIC DATA PROCESSING IN1.0K shares0.00%2025-09-302025-10-22history
Sponsored
RACE FERRARI N V610 shares0.00%2025-09-302025-10-22history
SCZ ISHARES TR3.8K shares8.36%2025-09-302025-10-22history
KEYS KEYSIGHT TECHNOLOGIES INC1.6K shares0.00%2025-09-302025-10-22history
AON AON PLC753 shares0.00%2025-09-302025-10-22history
XLI SELECT SECTOR SPDR TR1.7K shares-1.70%2025-09-302025-10-22history
MO ALTRIA GROUP INC4.0K shares0.65%2025-09-302025-10-22history
AVB AVALONBAY CMNTYS INC1.4K shares-3.51%2025-09-302025-10-22history
IJK ISHARES TR2.8K shares1.85%2025-09-302025-10-22history
Sponsored
CLX CLOROX CO DEL2.1K shares0.00%2025-09-302025-10-22history
NFLX NETFLIX INC200 shares-9.09%2025-09-302025-10-22history
BX BLACKSTONE INC1.4K shares0.00%2025-09-302025-10-22history
MCO MOODYS CORP500 shares0.00%2025-09-302025-10-22history
VCR VANGUARD WORLD FD591 shares3.50%2025-09-302025-10-22history
XLE SELECT SECTOR SPDR TR2.6K shares-3.93%2025-09-302025-10-22history
FDX FEDEX CORP960 shares0.00%2025-09-302025-10-22history
ACAD ACADIA PHARMACEUTICALS INC10.6K shares0.00%2025-09-302025-10-22history
Sponsored
PFE PFIZER INC8.8K sharesnew addition2025-09-302025-10-22history
CP CANADIAN PACIFIC KANSAS CITY3.0K shares0.00%2025-09-302025-10-22history
NOC NORTHROP GRUMMAN CORP366 sharesnew addition2025-09-302025-10-22history
IEFA ISHARES TR2.5K shares-23.31%2025-09-302025-10-22history
VWO VANGUARD INTL EQUITY INDEX F4.1K sharesnew addition2025-09-302025-10-22history
IAU ISHARES GOLD TR3.0K sharesnew addition2025-09-302025-10-22history
TTE TOTALENERGIES SE3.5K sharesnew addition2025-09-302025-10-22history
BDX BECTON DICKINSON & CO1.1K sharesnew addition2025-09-302025-10-22history
Sponsored
DOV DOVER CORP1.2K sharesnew addition2025-09-302025-10-22history
MNST MONSTER BEVERAGE CORP NEW3.0K shares-18.92%2025-09-302025-10-22history
NCA NUVEEN CALIFORNIA MUNI VLU F10.0K shares0.00%2025-09-302025-10-22history

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available