MondegarAI
GARRISON POINT ADVISORS, LLC

Q3 2024 · 13F-HR

GARRISON POINT ADVISORS, LLCholdings as filed

Filed 2024-10-23 · accession 0001172661-24-004338

$161.6M
Reported value
146
Positions
2024-09-30
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
67066G104NVDANVIDIA CORPORATION$8.0M4.94%65,750CommonNONE
464287200IVVISHARES TR$7.7M4.75%13,307CommonNONE
037833100AAPLAPPLE INC$7.2M4.44%30,790CommonNONE
594918104MSFTMICROSOFT CORP$6.9M4.27%16,026CommonNONE
023135106AMZNAMAZON COM INC$3.8M2.36%20,505CommonNONE
22160K105COSTCOSTCO WHSL CORP NEW$3.8M2.34%4,263CommonNONE
02079K305GOOGLALPHABET INC$3.5M2.17%21,175CommonNONE
437076102HDHOME DEPOT INC$3.4M2.13%8,510CommonNONE
464287804IJRISHARES TR$3.4M2.10%29,018CommonNONE
235851102DHRDANAHER CORPORATION$3.1M1.92%11,180CommonNONE
92826C839VVISA INC$3.0M1.84%10,820CommonNONE
30303M102METAMETA PLATFORMS INC$2.8M1.76%4,964CommonNONE
478160104JNJJOHNSON & JOHNSON$2.6M1.60%15,946CommonNONE
65339F101NEENEXTERA ENERGY INC$2.5M1.53%29,278CommonNONE
57636Q104MAMASTERCARD INCORPORATED$2.3M1.45%4,744CommonNONE
81369Y100XLBSELECT SECTOR SPDR TR$2.2M1.36%22,727CommonNONE
031162100AMGNAMGEN INC$2.1M1.30%6,503CommonNONE
030420103AWKAMERICAN WTR WKS CO INC NEW$2.1M1.29%14,284CommonNONE
149123101CATCATERPILLAR INC$2.0M1.25%5,150CommonNONE
464288810IHIISHARES TR$2.0M1.23%33,641CommonNONE
713448108PEPPEPSICO INC$2.0M1.23%11,715CommonNONE
907818108UNPUNION PAC CORP$2.0M1.21%7,940CommonNONE
02079K107GOOGALPHABET INC$1.9M1.19%11,520CommonNONE
46432F834IXUSISHARES TR$1.8M1.13%25,087CommonNONE
94106L109WMWASTE MGMT INC DEL$1.8M1.09%8,475CommonNONE
14448C104CARRCARRIER GLOBAL CORPORATION$1.8M1.09%21,790CommonNONE
438516106HONHONEYWELL INTL INC$1.7M1.06%8,265CommonNONE
191216100KOCOCA COLA CO$1.6M0.98%21,977CommonNONE
808524805SCHFSCHWAB STRATEGIC TR$1.6M0.96%37,831CommonNONE
91324P102UNHUNITEDHEALTH GROUP INC$1.5M0.96%2,641CommonNONE
166764100CVXCHEVRON CORP NEW$1.5M0.95%10,440CommonNONE
464287556IBBISHARES TR$1.5M0.95%10,510CommonNONE
46625H100JPMJPMORGAN CHASE & CO.$1.5M0.94%7,177CommonNONE
03027X100AMTAMERICAN TOWER CORP NEW$1.5M0.92%6,390CommonNONE
78462F103SPYSPDR S&P 500 ETF TR$1.4M0.89%2,500CommonNONE
464287580IYCISHARES TR$1.3M0.83%15,255CommonNONE
464287226AGGISHARES TR$1.3M0.82%13,050CommonNONE
452308109ITWILLINOIS TOOL WKS INC$1.3M0.81%5,001CommonNONE
913903100UHSUNIVERSAL HLTH SVCS INC$1.3M0.79%5,590CommonNONE
78464A888XHBSPDR SER TR$1.3M0.78%10,110CommonNONE
46434G103IEMGISHARES INC$1.2M0.73%20,673CommonNONE
922908629VOVANGUARD INDEX FDS$1.2M0.73%4,495CommonNONE
747525103QCOMQUALCOMM INC$1.1M0.71%6,760CommonNONE
742718109PGPROCTER AND GAMBLE CO$1.1M0.68%6,325CommonNONE
852234103XYZBLOCK INC$1.1M0.67%16,208CommonNONE
036752103ELVELEVANCE HEALTH INC$1.0M0.64%2,000CommonNONE
231021106CMICUMMINS INC$1.0M0.63%3,155CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$1.0M0.63%2,210CommonNONE
464287770IYGISHARES TR$969,0680.60%13,645CommonNONE
34959J108FTVFORTIVE CORP$964,5250.60%12,220CommonNONE
949746101WMT2WELLS FARGO CO NEW$961,7990.60%17,026CommonNONE
75513E101RTXRTX CORPORATION$919,6040.57%7,590CommonNONE
17275R102CSCOCISCO SYS INC$913,7340.57%17,169CommonNONE
580135101MCDMCDONALDS CORP$907,4400.56%2,980CommonNONE
464287457SHYISHARES TR$888,4580.55%10,685CommonNONE
464287481IWPISHARES TR$868,1810.54%7,402CommonNONE
110122108BMYBRISTOL-MYERS SQUIBB CO$844,9660.52%16,331CommonNONE
464287507IJHISHARES TR$839,7620.52%13,475CommonNONE
254687106DISDISNEY WALT CO$808,7980.50%8,408CommonNONE
682680103OKEONEOK INC NEW$772,9650.48%8,482CommonNONE
539830109LMTLOCKHEED MARTIN CORP$772,7880.48%1,322CommonNONE
92204A702VGTVANGUARD WORLD FD$771,8600.48%1,316CommonNONE
464287788IYFISHARES TR$766,8710.47%7,381CommonNONE
33939L407GUNRFLEXSHARES TR$760,9800.47%18,448CommonNONE
98419M100XYLXYLEM INC$735,9140.46%5,450CommonNONE
459200101IBMINTERNATIONAL BUSINESS MACHS$733,9860.45%3,320CommonNONE
464287697IDUISHARES TR$712,6100.44%6,985CommonNONE
464287648IWOISHARES TR$707,7280.44%2,492CommonNONE
58933Y105MRKMERCK & CO INC$705,0270.44%6,208CommonNONE
92338C103VLTOVERALTO CORP$700,5790.43%6,263CommonNONE
060505104BACBANK AMERICA CORP$693,5840.43%17,479CommonNONE
025537101AEPAMERICAN ELEC PWR CO INC$689,9850.43%6,725CommonNONE
988498101YUMYUM BRANDS INC$685,2780.42%4,905CommonNONE
931142103WMTWALMART INC$675,7640.42%8,369CommonNONE
464288828IHFISHARES TR$668,7580.41%11,710CommonNONE
718546104PSXPHILLIPS 66$651,3350.40%4,955CommonNONE
855244109SBUXSTARBUCKS CORP$639,7630.40%6,562CommonNONE
921937835BNDVANGUARD BD INDEX FDS$603,5090.37%8,035CommonNONE
78463X202FEZSPDR INDEX SHS FDS$601,2930.37%11,294CommonNONE
291011104EMREMERSON ELEC CO$599,6760.37%5,483CommonNONE
68902V107OTISOTIS WORLDWIDE CORP$597,1350.37%5,745CommonNONE
654106103NKENIKE INC$592,6130.37%6,704CommonNONE
92343V104VZVERIZON COMMUNICATIONS INC$579,5120.36%12,904CommonNONE
922042742VTVANGUARD INTL EQUITY INDEX F$571,5680.35%4,775CommonNONE
458140100INTCINTEL CORP$545,1600.34%23,238CommonNONE
11271J107BNBROOKFIELD CORP$538,1440.33%10,125CommonNONE
464287192IYTISHARES TR$534,0530.33%7,750CommonNONE
82509L107SHOPSHOPIFY INC$524,5160.32%6,545CommonNONE
126650100CVSCVS HEALTH CORP$521,9040.32%8,300CommonNONE
697435105PANWPALO ALTO NETWORKS INC$493,9010.31%1,445CommonNONE
00846U101AAGILENT TECHNOLOGIES INC$466,2270.29%3,140CommonNONE
808513105SCHWSCHWAB CHARLES CORP$457,2350.28%7,055CommonNONE
30231G102XOMEXXON MOBIL CORP$446,1260.28%3,806CommonNONE
464286533EEMVISHARES INC$437,3330.27%6,975CommonNONE
883556102TMOTHERMO FISHER SCIENTIFIC INC$423,1020.26%684CommonNONE
69608A108PLTRPALANTIR TECHNOLOGIES INC$414,7800.26%11,150CommonNONE
464288646IGSBISHARES TR$409,1680.25%7,770CommonNONE
219350105GLWCORNING INC$401,8350.25%8,900CommonNONE
609207105MDLZMONDELEZ INTL INC$398,9230.25%5,415CommonNONE
464288224ICLNISHARES TR$388,9030.24%26,474CommonNONE
53656F623INFLLISTED FD TR$383,7560.24%10,209CommonNONE
464287309IVWISHARES TR$383,0000.24%4,000CommonNONE
532457108LLYELI LILLY & CO$380,9540.24%430CommonNONE
097023105BABOEING CO$355,0130.22%2,335CommonNONE
464287721IYWISHARES TR$352,5170.22%2,325CommonNONE
464287150ITOTISHARES TR$338,2240.21%2,692CommonNONE
464287762IYHISHARES TR$334,1000.21%5,140CommonNONE
053484101AVBAVALONBAY CMNTYS INC$328,8650.20%1,460CommonNONE
548661107LOWLOWES COS INC$327,7290.20%1,210CommonNONE
83088M102SWKSSKYWORKS SOLUTIONS INC$326,9290.20%3,310CommonNONE
20825C104COPCONOCOPHILLIPS$326,2080.20%3,098CommonNONE
00287Y109ABBVABBVIE INC$322,8800.20%1,635CommonNONE
464288869IWCISHARES TR$319,3990.20%2,590CommonNONE
375558103GILDGILEAD SCIENCES INC$316,9110.20%3,780CommonNONE
46435G672IAGGISHARES TR$316,1020.20%6,100CommonNONE
922908363VOOVANGUARD INDEX FDS$305,5210.19%579CommonNONE
464287739IYRISHARES TR$301,3310.19%2,958CommonNONE
464287812IYKISHARES TR$300,8400.19%4,263CommonNONE
194162103CLCOLGATE PALMOLIVE CO$291,7060.18%2,810CommonNONE
N3167Y103RACEFERRARI N V$286,7670.18%610CommonNONE
053015103ADPAUTOMATIC DATA PROCESSING IN$283,6480.18%1,025CommonNONE
464287606IJKISHARES TR$275,7900.17%3,000CommonNONE
075887109BDXBECTON DICKINSON & CO$271,2380.17%1,125CommonNONE
33733E302FDNFIRST TR EXCHANGE-TRADED FD$268,6000.17%1,268CommonNONE
92189F114ESPOVANECK ETF TRUST$268,5620.17%3,530CommonNONE
49338L103KEYSKEYSIGHT TECHNOLOGIES INC$267,7970.17%1,685CommonNONE
002824100ABTABBOTT LABS$267,6950.17%2,348CommonNONE
502431109LHXL3HARRIS TECHNOLOGIES INC$265,7010.16%1,117CommonNONE
427866108HSYHERSHEY CO$265,2320.16%1,383CommonNONE
31428X106FDXFEDEX CORP$262,7330.16%960CommonNONE
13646K108CPCANADIAN PACIFIC KANSAS CITY$256,6200.16%3,000CommonNONE
81369Y506XLESELECT SECTOR SPDR TR$255,4980.16%2,910CommonNONE
81369Y704XLISELECT SECTOR SPDR TR$238,2390.15%1,759CommonNONE
78410G104SBACSBA COMMUNICATIONS CORP NEW$232,2760.14%965CommonNONE
61174X109MNSTMONSTER BEVERAGE CORP NEW$229,5480.14%4,400CommonNONE
172967424CCITIGROUP INC$229,3430.14%3,664CommonNONE
25434V302DFAEDIMENSIONAL ETF TRUST$226,9550.14%8,280CommonNONE
46090E103QQQINVESCO QQQ TR$222,0720.14%455CommonNONE
277432100EMNEASTMAN CHEM CO$217,1830.13%1,940CommonNONE
922908538VOTVANGUARD INDEX FDS$209,3840.13%860CommonNONE
29404K106ENVUSDENVESTNET INC$208,3370.13%3,327CommonNONE
64110L106NFLXNETFLIX INC$205,6880.13%290CommonNONE
922908595VBKVANGUARD INDEX FDS$201,8640.12%755CommonNONE
004225108ACADACADIA PHARMACEUTICALS INC$162,6590.10%10,576CommonNONE
67062C107NCANUVEEN CALIFORNIA MUNI VLU F$91,2000.06%10,000CommonNONE
83193G107SMRTSMARTRENT INC$17,4730.01%10,100CommonNONE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.