Galvin, Gaustad & Stein, LLC Purchases in Q2 2025

Galvin, Gaustad & Stein, LLC

  • $1.11 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
BX
Blackstone Inc.

Financial Services
86K
+ 1777.2%
$120.07 - $151.11 $10.3M - $13M
90.8K $13.6M
LNTH
Lantheus Holdings, Inc.

Healthcare
145K
New
$73.86 - $108.74 $10.7M - $15.8M
145K $11.9M
VNQ
Vanguard Specialized Funds Van

ETFs
109K
+ 1482.17%
$79.79 - $91.42 $8.72M - $10M
117K $10.4M
MELI
Mercadolibre Inc

Consumer Cyclical
3.48K
New
$1794.73 - $2613.63 $6.25M - $9.11M
3.48K $9.11M
GE
General Electric CO

Industrials
19K
+ 26.82%
$166.81 - $257.39 $3.17M - $4.9M
89.9K $23.1M
CG
Carlyle Group Inc.

Financial Services
151K
New
$34.78 - $51.4 $5.25M - $7.76M
151K $7.76M
IEFA
Ishares Tr

ETFs
33.1K
+ 6.87%
$67.83 - $84.09 $2.25M - $2.79M
516K $43M
VEA
Vanguard Ftse Developed Market

ETFs
29.5K
+ 4.96%
$45.65 - $57.01 $1.35M - $1.68M
625K $35.6M
HCA
Hca Healthcare, Inc.

Healthcare
5.81K
+ 7.44%
$317.61 - $387.52 $1.85M - $2.25M
83.9K $32.2M
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
7.59K
+ 3.77%
$104.23 - $134.39 $791K - $1.02M
209K $28.1M
SCHO
Schwab Short Term Us Treasury

ETFs
132K
+ 20.23%
$24.19 - $24.45 $3.2M - $3.24M
787K $19.2M
ICSH
Blackrock Ultra Short Term Bon

ETFs
52.3K
+ 65.75%
$50.48 - $50.71 $2.64M - $2.65M
132K $6.68M
HD
Home Depot, Inc.

Consumer Cyclical
5.8K
+ 11.17%
$335.24 - $380.78 $1.95M - $2.21M
57.7K $21.2M
XLE
Energy Sector Spdr

ETFs
22.2K
+ 378.62%
$76.44 - $94.13 $1.69M - $2.09M
28K $2.38M
COF
Capital One Financial Corp

Financial Services
8.27K
New
$150.57 - $212.76 $1.24M - $1.76M
8.27K $1.76M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
12.2K
+ 5.35%
$51.16 - $62.02 $624K - $757K
240K $14.9M
MAT
Mattel Inc

Consumer Cyclical
70.5K
+ 11.82%
$14.55 - $20.12 $1.03M - $1.42M
667K $13.2M
JIRE
J P Morgan Exchg Traded Fd Tr

ETFs
17.4K
+ 55.31%
$56.88 - $70.77 $990K - $1.23M
48.9K $3.46M
BND
Vanguard Bd Index Fd Inc Total

ETFs
17.1K
+ 7.81%
$72.02 - $73.82 $1.23M - $1.26M
236K $17.4M
UTHR
United Therapeutics Corp

Healthcare
6.6K
+ 21.64%
$276.47 - $328.4 $1.82M - $2.17M
37.1K $10.7M
SCHR
Schwab Intermediate Term Us Tr

ETFs
40.4K
+ 4.05%
$24.54 - $25.07 $991K - $1.01M
1.04M $26M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
2.42K
+ 1.12%
$39.89 - $49.46 $96.7K - $120K
219K $10.8M
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
13.8K
+ 5.45%
$51.1 - $53.29 $706K - $736K
267K $14.2M
PHYS
Sprott Physical Gold Trust

Financial Services
34.3K
New
$22.82 - $26.29 $783K - $902K
34.3K $869K
PG
Procter & Gamble CO

Consumer Defensive
11.5K
+ 12.32%
$157.66 - $172.39 $1.82M - $1.99M
105K $16.7M
UNP
Union Pacific Corp

Industrials
5.04K
+ 8.26%
$208.27 - $238.46 $1.05M - $1.2M
66K $15.2M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
8.02K
+ 6.57%
$75.05 - $77.34 $602K - $620K
130K $10.1M
KO
Coca Cola CO

Consumer Defensive
12.1K
+ 3.91%
$68.37 - $73.9 $827K - $893K
321K $22.7M
VO
Vanguard Mid Cap ETF

ETFs
1.87K
+ 99.31%
$228.54 - $279.83 $426K - $522K
3.74K $1.05M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
11.1K
+ 24.3%
$50.36 - $50.68 $557K - $560K
56.5K $2.87M
VB
Vanguard Small Cap ETF

ETFs
387
+ 1.74%
$193.73 - $237.37 $75K - $91.9K
22.7K $5.37M
MBB
Ishares Tr

ETFs
4.23K
+ 1.78%
$91.41 - $94.22 $387K - $399K
242K $22.7M
AVGO
Broadcom Inc.

Technology
414
+ 16.15%
$146.29 - $275.65 $60.6K - $114K
2.98K $820K
PANW
Palo Alto Networks Inc

Technology
1.15K
+ 36.48%
$152.44 - $204.64 $175K - $235K
4.3K $880K
IEMG
Ishares Inc

ETFs
6.29K
+ 2.52%
N/A
256K $13.7M
TSLA
Tesla, Inc.

Consumer Cyclical
880
+ 106.02%
$221.86 - $362.89 $195K - $319K
1.71K $543K
JEPI
J P Morgan Exchange Traded Fd

ETFs
5.5K
+ 17.21%
$51.14 - $57.0 $281K - $313K
37.4K $2.13M
ORCL
Oracle Corp

Technology
1.27K
New
$122.82 - $218.63 $156K - $278K
1.27K $277K
SCHA
Schwab Strategic Tr Us Small C

ETFs
9.89K
New
$20.42 - $25.3 $202K - $250K
9.89K $250K
NFLX
Netflix Inc

Communication Services
180
New
$855.86 - $1339.13 $154K - $241K
180 $241K
IUSB
Ishares Core Total Usd Bond Ma

ETFs
4.32K
+ 1.87%
$45.12 - $46.23 $195K - $200K
235K $10.9M
VRT
Vertiv Holdings CO

Industrials
2.67K
New
N/A
2.67K $231K
WFC
Wells Fargo & Company

Financial Services
2.65K
New
$60.98 - $80.12 $162K - $212K
2.65K $212K
ISRG
Intuitive Surgical Inc

Healthcare
300
+ 29.44%
$451.58 - $565.94 $135K - $170K
1.32K $716K
IWB
Ishares Tr Russell 1000 ETF

ETFs
617
New
$272.36 - $339.57 $168K - $210K
617 $209K
FREL
Fidelity Covington Tr Msci Rea

ETFs
7.74K
New
$24.18 - $27.61 $187K - $214K
7.74K $209K
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
3.81K
New
$43.53 - $54.46 $166K - $207K
3.81K $207K
CYBR
Cyber Ark Software Ltd.

Technology
500
New
$305.98 - $406.88 $153K - $203K
500 $203K
DFAI
Dimensional ETF Tr

ETFs
3.75K
+ 17.11%
$28.02 - $34.71 $105K - $130K
25.6K $886K
Activity Summary
Buys All Purchases 88 New Holdings 20 Increased Positions 68 Sells All Sells 77 Reductions 77 Sold out 0 Options Calls 0 Puts 0
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