Galvin, Gaustad & Stein, LLC Purchases in Q4 2024

Galvin, Gaustad & Stein, LLC

  • $1.06 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
HCA
Hca Healthcare, Inc.

Healthcare
60.1K
New
$297.52 - $415.61 $17.9M - $25M
60.1K $18M
CPB
Campbell Soup CO

Consumer Defensive
353K
New
$41.42 - $48.71 $14.6M - $17.2M
353K $14.8M
ASML
Asml Holding Nv

Technology
21.3K
+ 7081.06%
$658.43 - $872.27 $14M - $18.6M
21.6K $15M
LULU
Lululemon Athletica Inc.

Consumer Cyclical
10.1K
+ 13.43%
$260.53 - $404.79 $2.64M - $4.1M
85.7K $32.8M
MCHI
Ishares Msci China ETF

ETFs
239K
New
$46.1 - $59.67 $11M - $14.3M
239K $11.2M
GE
General Electric CO

Industrials
44.3K
New
$159.95 - $194.23 $7.08M - $8.6M
44.3K $7.38M
AMZN
Amazon Com Inc

Consumer Cyclical
8.08K
+ 5.8%
$180.88 - $232.93 $1.46M - $1.88M
147K $32.3M
ICSH
Blackrock Ultra Short Term Bon

ETFs
59.7K
+ 273.83%
$50.35 - $50.69 $3.01M - $3.03M
81.5K $4.11M
SCHO
Schwab Short Term Us Treasury

ETFs
340K
+ 144.43%
$24.06 - $48.88 $8.17M - $16.6M
575K $13.8M
UBER
Uber Technologies, Inc

Technology
76.4K
+ 34.57%
$59.93 - $86.34 $4.58M - $6.6M
298K $17.9M
CVX
Chevron Corp

Energy
6.47K
+ 9.96%
$141.15 - $162.53 $913K - $1.05M
71.4K $10.3M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
8.56K
+ 4.35%
$113.92 - $127.38 $975K - $1.09M
205K $23.7M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
9.68K
+ 4.78%
$61.68 - $67.87 $597K - $657K
212K $13.2M
UTHR
United Therapeutics Corp

Healthcare
1.51K
+ 6.02%
$348.66 - $410.0 $525K - $617K
26.5K $9.35M
JIRE
J P Morgan Exchg Traded Fd Tr

ETFs
9.17K
+ 46.96%
$58.46 - $65.6 $536K - $601K
28.7K $1.68M
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
6.56K
+ 213.38%
$60.13 - $67.31 $394K - $441K
9.63K $584K
TER
Teradyne, Inc

Technology
2.4K
New
$102.58 - $133.62 $246K - $321K
2.4K $302K
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
3K
New
$98.47 - $109.35 $295K - $328K
3K $295K
AIG
American International Group, Inc.

Financial Services
4K
New
$70.0 - $79.22 $280K - $317K
4K $291K
VOE
Vanguard Mid Cap Value Index F

ETFs
1.79K
New
$160.89 - $176.18 $288K - $315K
1.79K $289K
WFC
Wells Fargo & Company

Financial Services
3.46K
New
$54.98 - $77.35 $190K - $268K
3.46K $243K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
4.76K
+ 10.06%
$50.37 - $50.6 $240K - $241K
52.1K $2.62M
ISRG
Intuitive Surgical Inc

Healthcare
417
New
$471.27 - $550.62 $197K - $230K
417 $217K
NOW
Service Now, Inc.

Technology
40
+ 4.73%
$867.18 - $1148.42 $34.7K - $45.9K
885 $938K
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
2.68K
+ 27.23%
$53.94 - $58.15 $144K - $156K
12.5K $704K
IAU
Ishares Gold Trust

ETFs
2.26K
+ 43.42%
$48.37 - $52.65 $109K - $119K
7.45K $368K
AVGO
Broadcom Inc.

Technology
1
+ 0.07%
$159.67 - $250.0 $160 - $250
1.48K $342K
BND
Vanguard Bd Index Fd Inc Total

ETFs
10.3K
+ 4.95%
$71.75 - $75.11 $742K - $777K
219K $15.8M
DFSV
Dimensional ETF Tr Dimensional

ETFs
2.06K
+ 11.76%
$30.18 - $33.87 $62.2K - $69.8K
19.6K $602K
MUB
Ishares National Muni Bond ETF

ETFs
1.46K
+ 3.05%
$105.78 - $108.7 $155K - $159K
49.3K $5.25M
STIP
Ishares Barclays 0 5 Year Tips

ETFs
1.47K
+ 1.13%
$100.24 - $101.35 $147K - $149K
132K $13.3M
CSCO
Cisco Systems, Inc.

Technology
11
+ 0.13%
$52.45 - $60.02 $577 - $660
8.52K $504K
VST
Vistra Corp.

Utilities
73
+ 3.64%
$115.74 - $166.61 $8.45K - $12.2K
2.08K $286K
ITOT
Ishares Core S&P Total U.S. St

ETFs
177
+ 2.19%
$124.26 - $134.12 $22K - $23.7K
8.28K $1.06M
PANW
Palo Alto Networks Inc

Technology
1.71K
+ 97.94%
$181.96 - $405.9 $311K - $693K
3.45K $628K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
1.89K
+ 2.89%
$49.79 - $51.14 $94.2K - $96.7K
67.3K $3.37M
FTEC
Fidelity Covington Tr Msci Inf

ETFs
51
+ 3.04%
$170.03 - $192.78 $8.67K - $9.83K
1.73K $319K
SPY
Spdr S&P 500 ETF Trust

ETFs
9
+ 0.58%
$567.81 - $607.81 $5.11K - $5.47K
1.57K $920K
QUAL
Ishares Msci Usa Quality Facto

ETFs
101
+ 5.82%
$176.42 - $186.91 $17.8K - $18.9K
1.84K $326K
DIVB
Ishares Tr U S Divid & Buyback

ETFs
1.09K
+ 3.09%
$46.9 - $50.96 $51.1K - $55.5K
36.4K $1.72M
VO
Vanguard Mid Cap ETF

ETFs
39
+ 2.12%
$261.5 - $284.63 $10.2K - $11.1K
1.88K $496K
DE
Deere & CO

Industrials
2
+ 0.24%
$389.45 - $466.0 $779 - $932
823 $348K
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
32
+ 0.29%
$33.92 - $36.6 $1.09K - $1.17K
11.1K $385K
DFAI
Dimensional ETF Tr

ETFs
1.6K
+ 9.29%
$29.0 - $31.6 $46.5K - $50.6K
18.8K $550K
Ishares Bitcoin Trust ETF
4.68K
New
N/A
4.68K $0
Wells Fargo CO New
374
+ 3.13%
N/A
12.3K $0
Te Connectivity PLC
501
+ 10.52%
N/A
5.27K $0
Vanguard Malvern Fds
12.7K
New
N/A
12.7K $0
Blackrock Inc
1.1K
New
N/A
1.1K $0
Activity Summary
Buys All Purchases 79 New Holdings 15 Increased Positions 64 Sells All Sells 84 Reductions 84 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Galvin, Gaustad & Stein, LLC Portfolio

Follow Galvin, Gaustad & Stein, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Galvin, Gaustad & Stein, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Galvin, Gaustad & Stein, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email