Galvin, Gaustad & Stein, LLC Incresed Positions 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
VNQ
Vanguard Specialized Funds Van

ETFs
109K
+ 1482.17%
$79.79 - $91.42 $8.72M - $10M
117K $10.4M
GE
General Electric CO

Industrials
19K
+ 26.82%
$166.81 - $257.39 $3.17M - $4.9M
89.9K $23.1M
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
AXP
American Express CO

Financial Services
60
+ 0.09%
$231.39 - $318.98 $13.9K - $19.1K
69.5K $22.2M
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
XLE
Energy Sector Spdr

ETFs
22.2K
+ 378.62%
$76.44 - $94.13 $1.69M - $2.09M
28K $2.38M
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
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
JPST
Jp Morgan ETF Tr Ultra Short I

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

ETFs
1.87K
+ 99.31%
$228.54 - $279.83 $426K - $522K
3.74K $1.05M
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
IUSB
Ishares Core Total Usd Bond Ma

ETFs
4.32K
+ 1.87%
$45.12 - $46.23 $195K - $200K
235K $10.9M
ISRG
Intuitive Surgical Inc

Healthcare
300
+ 29.44%
$451.58 - $565.94 $135K - $170K
1.32K $716K
DFAI
Dimensional ETF Tr

ETFs
3.75K
+ 17.11%
$28.02 - $34.71 $105K - $130K
25.6K $886K
ITOT
Ishares Core S&P Total U.S. St

ETFs
481
+ 5.27%
$108.12 - $135.04 $52K - $65K
9.6K $1.3M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
3.67K
+ 10.81%
$44.68 - $45.96 $164K - $169K
37.6K $1.72M
SUB
Ishares Short Term National Mu

ETFs
1.22K
+ 8.01%
$104.77 - $106.34 $128K - $130K
16.5K $1.76M
BLV
Vanguard Bd Index Fd Inc Long

ETFs
2.16K
+ 11.47%
$66.5 - $71.25 $144K - $154K
21K $1.46M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
73
+ 5.79%
$456.74 - $568.03 $33.3K - $41.5K
1.33K $757K
LVHI
Franklin International Low Vol

ETFs
3.15K
+ 28.59%
$28.91 - $33.28 $91.1K - $105K
14.2K $461K
VGLT
Vanguard Long Term Treasury Et

ETFs
1.97K
+ 48.46%
$53.66 - $58.71 $106K - $116K
6.04K $338K
VIG
Vanguard Dividend Appreciation

ETFs
355
+ 3.13%
N/A
11.7K $2.13M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
438
+ 2.7%
$17.76 - $22.1 $7.78K - $9.68K
16.7K $368K
BAC
Bank Of America Corp

Financial Services
200
+ 3.02%
$34.39 - $47.46 $6.88K - $9.49K
6.83K $323K
ZTS
Zoetis Inc.

Healthcare
3.87K
+ 5.97%
$144.41 - $170.3 $559K - $659K
68.7K $10.7M
XLY
Select Sector Spdr Consumer Di

ETFs
1
+ 0.05%
$176.34 - $218.59 $176 - $219
1.98K $430K
VTV
Vanguard Value ETF

ETFs
78
+ 1.29%
$153.67 - $176.74 $12K - $13.8K
6.13K $1.08M
IAU
Ishares Gold Trust

ETFs
219
+ 2.97%
$56.1 - $64.74 $12.3K - $14.2K
7.6K $473K
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
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