Galvin, Gaustad & Stein, LLC Purchases in Q2 2024

Galvin, Gaustad & Stein, LLC

  • $1.02 Billion
  • Q2 2024
Stock Shares change Price Range Shares Held Trade History
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
80.6K
+ 471.01%
$127.7 - $179.69 $10.3M - $14.5M
97.7K $17M
HON
Honeywell International Inc

Industrials
57.7K
+ 752.77%
$190.36 - $215.89 $11M - $12.5M
65.4K $14M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
163K
+ 467.42%
$56.43 - $60.79 $9.22M - $9.93M
198K $11.6M
AAPL
Apple Inc.

Technology
2.73K
+ 1.96%
$165.0 - $216.67 $450K - $591K
142K $29.9M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
9.28K
+ 33.86%
$392.81 - $485.53 $3.65M - $4.51M
36.7K $17.2M
AXP
American Express CO

Financial Services
11.6K
+ 19.94%
$217.5 - $243.08 $2.52M - $2.81M
69.6K $16.1M
UNH
Unitedhealth Group Inc

Healthcare
3.54K
+ 5.49%
$439.2 - $524.63 $1.55M - $1.85M
68K $34.6M
KO
Coca Cola CO

Consumer Defensive
9.29K
+ 2.18%
$58.06 - $64.15 $539K - $596K
436K $27.8M
NVDA
Nvidia Corp

Technology
32.7K
+ 1061.6%
$118.11 - $1224.4 $3.86M - $40M
35.8K $4.42M
PG
Procter & Gamble CO

Consumer Defensive
6.16K
+ 4.91%
$155.33 - $168.56 $956K - $1.04M
132K $21.7M
PM
Philip Morris International Inc.

Consumer Defensive
5.94K
+ 122.64%
$88.6 - $104.24 $527K - $619K
10.8K $1.09M
VUG
Vanguard Growth ETF

ETFs
1.35K
+ 116.58%
$322.46 - $377.11 $435K - $509K
2.51K $938K
BND
Vanguard Bd Index Fd Inc Total

ETFs
8.86K
+ 4.73%
$70.55 - $72.66 $625K - $644K
196K $14.2M
PFE
Pfizer Inc

Healthcare
17.7K
New
$25.26 - $29.6 $447K - $524K
17.7K $495K
IVV
Ishares Core S&P 500 ETF

ETFs
653
+ 11.32%
$497.53 - $549.64 $325K - $359K
6.42K $3.51M
META
Meta Platforms, Inc.

Communication Services
734
+ 35.19%
$430.17 - $527.34 $316K - $387K
2.82K $1.42M
FTEC
Fidelity Covington Tr Msci Inf

ETFs
2.17K
New
$142.51 - $175.12 $309K - $379K
2.17K $371K
SCHO
Schwab Short Term Us Treasury

ETFs
7.1K
+ 3.71%
$47.75 - $48.13 $339K - $342K
199K $9.56M
NOW
Service Now, Inc.

Technology
365
+ 48.67%
$643.29 - $786.67 $235K - $287K
1.12K $877K
IUSB
Ishares Core Total Usd Bond Ma

ETFs
8.11K
+ 4.27%
$44.3 - $45.58 $359K - $369K
198K $8.95M
QUAL
Ishares Msci Usa Quality Facto

ETFs
1.65K
New
$154.56 - $173.19 $255K - $286K
1.65K $281K
MO
Altria Group, Inc.

Consumer Defensive
5.61K
+ 58.13%
$40.75 - $46.83 $228K - $263K
15.3K $694K
SCHQ
Schwab Strategic Tr Long Term

ETFs
11.2K
+ 9.92%
$31.45 - $33.71 $352K - $378K
124K $4.07M
TEL
Te Connectivity Ltd.

Technology
1.51K
+ 54.8%
$139.45 - $152.0 $210K - $229K
4.25K $639K
VGLT
Vanguard Long Term Treasury Et

ETFs
4.04K
New
$55.25 - $59.25 $223K - $239K
4.04K $232K
SPG
Simon Property Group Inc

Real Estate
1.44K
New
$140.18 - $153.78 $202K - $222K
1.44K $218K
ICSH
Blackrock Ultra Short Term Bon

ETFs
4.28K
+ 38.84%
$50.32 - $50.55 $215K - $216K
15.3K $772K
MDLZ
Mondelez International, Inc.

Consumer Defensive
3.25K
New
$65.44 - $71.94 $212K - $234K
3.25K $212K
AVGO
Broadcom Inc.

Technology
132
New
$1204.71 - $1828.87 $159K - $241K
132 $211K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
4.8K
+ 7.38%
$49.55 - $50.44 $238K - $242K
69.9K $3.5M
DFSV
Dimensional ETF Tr Dimensional

ETFs
7.03K
New
$27.81 - $30.13 $195K - $212K
7.03K $202K
PPL
Ppl Corp

Utilities
3.03K
+ 0.53%
$26.01 - $29.84 $78.9K - $90.5K
579K $16M
CVX
Chevron Corp

Energy
1.42K
+ 2.28%
$152.57 - $166.33 $217K - $236K
63.7K $9.96M
PANW
Palo Alto Networks Inc

Technology
44
+ 2.38%
$265.2 - $340.82 $11.7K - $15K
1.89K $642K
XLK
Technology Sector Spdr

ETFs
60
+ 1.07%
$192.53 - $231.41 $11.6K - $13.9K
5.68K $1.28M
EPD
Enterprise Products Partners L.P.

Energy
4K
+ 13.42%
$27.74 - $29.88 $111K - $120K
33.8K $979K
QLD
Proshares Ultra Qqq

ETFs
260
+ 4.29%
$75.88 - $102.43 $19.7K - $26.6K
6.32K $630K
UBER
Uber Technologies, Inc

Technology
2.15K
+ 15.66%
$63.52 - $77.16 $137K - $166K
15.9K $1.15M
BLV
Vanguard Bd Index Fd Inc Long

ETFs
2.06K
+ 7.98%
$67.85 - $72.06 $140K - $148K
27.9K $1.96M
DFAI
Dimensional ETF Tr

ETFs
3.17K
+ 31.63%
$28.93 - $30.91 $91.7K - $97.9K
13.2K $391K
JEPI
J P Morgan Exchange Traded Fd

ETFs
2.03K
+ 7.46%
$55.45 - $57.39 $113K - $117K
29.2K $1.66M
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
2.97K
+ 1.29%
$50.02 - $51.62 $148K - $153K
232K $11.9M
VTI
Vanguard Total Stock Market Et

ETFs
80
+ 1.23%
$245.23 - $269.4 $19.6K - $21.6K
6.59K $1.76M
VGT
Vanguard Information Technolog

ETFs
2
+ 0.17%
$479.9 - $588.82 $960 - $1.18K
1.16K $667K
SSO
Proshares Ultra S&P 500

ETFs
305
+ 4.62%
$69.11 - $83.75 $21.1K - $25.5K
6.9K $569K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
67
+ 5.31%
$455.1 - $504.28 $30.5K - $33.8K
1.33K $664K
LMT
Lockheed Martin Corp

Industrials
105
+ 21.13%
$447.57 - $471.51 $47K - $49.5K
602 $281K
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
1.53K
+ 16.07%
$30.09 - $32.37 $46.2K - $49.7K
11.1K $357K
FBND
Fidelity Merrimack Str Tr Tota

ETFs
1.4K
+ 3.44%
$44.06 - $45.49 $61.8K - $63.8K
42.2K $1.9M
Activity Summary
Buys All Purchases 76 New Holdings 9 Increased Positions 67 Sells All Sells 83 Reductions 83 Sold out 0 Options Calls 0 Puts 0
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