Garrison Point Advisors, LLC Top Holdings and 13F Report (2025) About Garrison Point Advisors, LLCInvestment ActivityGarrison Point Advisors, LLC has $210.79 million in total holdings as of December 31, 2024.Garrison Point Advisors, LLC owns shares of 161 different stocks, but just 64 companies or ETFs make up 80% of its holdings.Approximately 25.22% of the portfolio was purchased this quarter.About 0.88% of the portfolio was sold this quarter.This quarter, Garrison Point Advisors, LLC has purchased 146 new stocks and bought additional shares in 45 stocks.Garrison Point Advisors, LLC sold shares of 36 stocks and completely divested from 4 stocks this quarter.Largest Holdings Microsoft $14,219,811Apple $13,753,317Berkshire Hathaway $9,532,880iShares Core S&P 500 ETF $8,828,105NVIDIA $8,580,997 Largest New Holdings this Quarter Berkshire Hathaway $9,532,880 HoldingOracle $5,865,728 HoldingNovo Nordisk A/S $3,119,773 HoldingAdasina Social Justice All Cap Global ETF $2,016,398 HoldingMcKesson $1,008,741 Holding Largest Purchases this Quarter Berkshire Hathaway 14 shares (about $9.53M)Microsoft 17,710 shares (about $7.46M)Apple 24,131 shares (about $6.04M)Oracle 35,200 shares (about $5.87M)Procter & Gamble 22,988 shares (about $3.85M) Largest Sales this Quarter NVIDIA 1,851 shares (about $248.57K)Walt Disney 1,940 shares (about $216.03K)iShares Global Clean Energy ETF 4,850 shares (about $55.19K)Skyworks Solutions 415 shares (about $36.80K)Alphabet 180 shares (about $34.28K) Sector Allocation Over TimeMap of 500 Largest Holdings ofGarrison Point Advisors, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorMSFTMicrosoft$14,219,811$7,464,811 ▲110.5%33,7366.7%Computer and TechnologyAAPLApple$13,753,317$6,042,885 ▲78.4%54,9216.5%Computer and TechnologyBRK.ABerkshire Hathaway$9,532,880$9,532,880 ▲New Holding144.5%FinanceIVViShares Core S&P 500 ETF$8,828,105$994,832 ▲12.7%14,9974.2%ETFNVDANVIDIA$8,580,997$248,571 ▼-2.8%63,8994.1%Computer and TechnologyORCLOracle$5,865,728$5,865,728 ▲New Holding35,2002.8%Computer and TechnologyPGProcter & Gamble$4,914,324$3,853,938 ▲363.4%29,3132.3%Consumer StaplesAMZNAmazon.com$4,465,683$32,908 ▼-0.7%20,3552.1%Retail/WholesaleCOSTCostco Wholesale$4,106,899$200,672 ▲5.1%4,4821.9%Retail/WholesaleGOOGLAlphabet$3,994,041$14,387 ▼-0.4%21,0991.9%Computer and TechnologyIJRiShares Core S&P Small-Cap ETF$3,739,225$395,780 ▲11.8%32,4531.8%ETFVVisa$3,410,072$9,481 ▼-0.3%10,7901.6%Business ServicesHDHome Depot$3,300,580$9,725 ▼-0.3%8,4851.6%Retail/WholesaleNVONovo Nordisk A/S$3,119,773$3,119,773 ▲New Holding36,2681.5%MedicalMETAMeta Platforms$2,891,834$14,638 ▼-0.5%4,9391.4%Computer and TechnologyJNJJohnson & Johnson$2,698,754$392,643 ▲17.0%18,6611.3%MedicalDHRDanaher$2,569,812$3,443 ▲0.1%11,1951.2%MedicalMAMastercard$2,482,251$15,797 ▼-0.6%4,7141.2%Business ServicesBRK.BBerkshire Hathaway$2,330,766$1,329,017 ▲132.7%5,1421.1%FinanceSPYSPDR S&P 500 ETF Trust$2,166,465$701,053 ▲47.8%3,6961.0%FinanceGOOGAlphabet$2,159,590$34,279 ▼-1.6%11,3401.0%Computer and TechnologyNEENextEra Energy$2,100,374$1,434 ▲0.1%29,2981.0%UtilitiesJSTCAdasina Social Justice All Cap Global ETF$2,016,398$2,016,398 ▲New Holding109,8261.0%ETFIHIiShares U.S. Medical Devices ETF$1,983,958$21,006 ▲1.1%34,0010.9%ETFJPMJPMorgan Chase & Co.$1,946,685$226,286 ▲13.2%8,1210.9%FinanceXLBMaterials Select Sector SPDR Fund$1,927,647$15,398 ▲0.8%22,9100.9%ETFHONHoneywell International$1,863,593$3,388 ▼-0.2%8,2500.9%Multi-Sector ConglomeratesCATCaterpillar$1,851,890$16,324 ▼-0.9%5,1050.9%IndustrialsMRKMerck & Co., Inc.$1,850,413$1,232,846 ▲199.6%18,6010.9%MedicalUNPUnion Pacific$1,794,675$15,963 ▼-0.9%7,8700.9%TransportationPEPPepsiCo$1,781,3830.0%11,7150.8%Consumer StaplesAWKAmerican Water Works$1,778,2150.0%14,2840.8%UtilitiesWMWaste Management$1,707,143$3,027 ▼-0.2%8,4600.8%Business ServicesAMGNAmgen$1,694,9420.0%6,5030.8%MedicalIXUSiShares Core MSCI Total International Stock ETF$1,669,175$9,921 ▲0.6%25,2370.8%ManufacturingSCHFSchwab International Equity ETF$1,528,322$828,449 ▲118.4%82,6120.7%ETFCVXChevron$1,512,714$579 ▲0.0%10,4440.7%EnergyCARRCarrier Global$1,487,3850.0%21,7900.7%Computer and TechnologyIYCiShares U.S. Consumer Discretionary ETF$1,455,079$11,537 ▼-0.8%15,1350.7%ETFIBMInternational Business Machines$1,402,516$672,680 ▲92.2%6,3800.7%Computer and TechnologyBLOCK INC$1,380,068$2,550 ▲0.2%16,2380.7%CL AIBBiShares Biotechnology ETF$1,377,364$12,163 ▼-0.9%10,4180.7%FinanceKOCoca-Cola$1,365,175$3,113 ▼-0.2%21,9270.6%Consumer StaplesVOVanguard Mid-Cap ETF$1,337,026$149,762 ▲12.6%5,0620.6%ETFUNHUnitedHealth Group$1,333,447$2,529 ▼-0.2%2,6360.6%MedicalAGGiShares Core U.S. Aggregate Bond ETF$1,291,193$26,648 ▲2.1%13,3250.6%FinanceITWIllinois Tool Works$1,262,982$5,071 ▼-0.4%4,9810.6%IndustrialsWFCWells Fargo & Company$1,195,9060.0%17,0260.6%FinanceAMTAmerican Tower$1,171,9900.0%6,3900.6%FinanceEMREmerson Electric$1,154,284$474,776 ▲69.9%9,3140.5%IndustrialsCMICummins$1,112,034$12,201 ▲1.1%3,1900.5%Auto/Tires/TrucksIEMGiShares Core MSCI Emerging Markets ETF$1,079,5440.0%20,6730.5%ETFIYGiShares U.S. Financial Services ETF$1,061,7170.0%13,6450.5%ETFXHBSPDR S&P Homebuilders ETF$1,056,4950.0%10,1100.5%ETFQCOMQUALCOMM$1,038,4710.0%6,7600.5%Computer and TechnologyMCKMcKesson$1,008,741$1,008,741 ▲New Holding1,7700.5%MedicalUHSUniversal Health Services$1,002,9580.0%5,5900.5%MedicalCSCOCisco Systems$986,805$29,600 ▼-2.9%16,6690.5%Computer and TechnologyBMYBristol-Myers Squibb$923,6810.0%16,3310.4%MedicalIWPiShares Russell Mid-Cap Growth ETF$919,191$19,013 ▼-2.0%7,2520.4%ETFFTVFortive$916,5000.0%12,2200.4%Computer and TechnologyIJHiShares Core S&P Mid-Cap ETF$909,726$70,099 ▲8.3%14,6000.4%ETFRTXRTX$878,3150.0%7,5900.4%AerospaceSHYiShares 1-3 Year Treasury Bond ETF$875,9560.0%10,6850.4%ManufacturingMCDMcDonald's$871,119$7,247 ▲0.8%3,0050.4%Retail/WholesaleOKEONEOK$851,5930.0%8,4820.4%EnergyPALANTIR TECHNOLOGIES INC$843,2750.0%11,1500.4%CL AVGTVanguard Information Technology ETF$833,834$15,545 ▲1.9%1,3410.4%ETFIYFiShares U.S. Financials ETF$799,588$16,587 ▼-2.0%7,2310.4%ETFBACBank of America$768,268$88 ▲0.0%17,4810.4%FinanceWMTWalmart$756,1020.0%8,3690.4%Retail/WholesaleGLWCorning$743,973$321,045 ▲75.9%15,6560.4%Computer and TechnologyELVElevance Health$737,8000.0%2,0000.4%MedicalSDYSPDR S&P Dividend ETF$732,475$732,475 ▲New Holding5,5450.3%ETFBNDVanguard Total Bond Market ETF$721,617$143,820 ▲24.9%10,0350.3%ETFDISWalt Disney$720,249$216,030 ▼-23.1%6,4680.3%Consumer DiscretionaryIWOiShares Russell 2000 Growth ETF$712,930$4,317 ▼-0.6%2,4770.3%ETFSHOPShopify$695,9300.0%6,5450.3%Computer and TechnologyIDUiShares U.S. Utilities ETF$670,391$1,636 ▼-0.2%6,9680.3%ETFYUMYum! Brands$658,0550.0%4,9050.3%Retail/WholesaleQQQInvesco QQQ$657,953$425,343 ▲182.9%1,2870.3%FinanceDELLDell Technologies$649,262$649,262 ▲New Holding5,6340.3%Computer and TechnologyVERALTO CORP$647,766$9,879 ▲1.5%6,3600.3%COM SHSXYLXylem$645,651$13,342 ▲2.1%5,5650.3%Business ServicesLMTLockheed Martin$642,4130.0%1,3220.3%AerospaceGUNRFlexShares Global Upstream Natural Resources Index Fund$640,045$30,724 ▼-4.6%17,6030.3%ETFAEPAmerican Electric Power$618,863$1,383 ▼-0.2%6,7100.3%UtilitiesVTVanguard Total World Stock ETF$590,337$29,370 ▲5.2%5,0250.3%ETFSBUXStarbucks$589,262$9,490 ▼-1.6%6,4580.3%Retail/WholesaleBNBrookfield$581,6810.0%10,1250.3%FinanceAVREAvantis Real Estate ETF$574,467$574,467 ▲New Holding13,7040.3%ETFPSXPhillips 66$564,5230.0%4,9550.3%EnergyIHFiShares U.S. Healthcare Providers ETF$559,563$2,399 ▼-0.4%11,6600.3%ETFFEZSPDR EURO STOXX 50 ETF$543,8060.0%11,2940.3%ETFOTISOtis Worldwide$532,0440.0%5,7450.3%ConstructionPANWPalo Alto Networks$525,864$262,932 ▲100.0%2,8900.2%Computer and TechnologySCHWCharles Schwab$522,1410.0%7,0550.2%FinanceIYTiShares U.S. Transportation ETF$518,938$4,730 ▼-0.9%7,6800.2%ETFVZVerizon Communications$516,490$440 ▲0.1%12,9150.2%Computer and TechnologyNKENIKE$505,827$1,438 ▼-0.3%6,6850.2%Consumer DiscretionaryShowing largest 100 holdings. 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