Galvin, Gaustad & Stein, LLC Portfolio Holdings
Galvin, Gaustad & Stein, LLC
- $1.06 Billion
- Q3 2024
Galvin, Gaustad & Stein, LLC has filed its 13F form on November 01, 2024 for Q3 2024 where it was disclosed a total value porftolio of $1.06 Billion distributed in 184 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Tr with a value of $40.1M, Unitedhealth Group Inc with a value of $35.6M, Vanguard Ftse Developed Market with a value of $32.8M, Microsoft Corp with a value of $31.1M, and Coca Cola CO with a value of $31M.
Examining the 13F form we can see an increase of $37.8M in the current position value, from $1.02B to 1.06B.
Below you can find more details about Galvin, Gaustad & Stein, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$1.06 Billion
ETFs: $431 Million
Technology: $124 Million
Financial Services: $116 Million
Consumer Cyclical: $110 Million
Consumer Defensive: $67.8 Million
Healthcare: $63.6 Million
Industrials: $54.8 Million
Communication Services: $44.9 Million
Other: $49.2 Million
Stock Holdings Table Market Cap. of Under $50 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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