Galvin, Gaustad & Stein, LLC Purchases in Q3 2025

Galvin, Gaustad & Stein, LLC

  • $1.15 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
DEO
Diageo PLC

Consumer Defensive
132K
New
$93.64 - $115.33 $12.3M - $15.2M
132K $12.6M
OTIS
Otis Worldwide Corp

Industrials
124K
New
$84.93 - $101.07 $10.5M - $12.5M
124K $11.3M
MAT
Mattel Inc

Consumer Cyclical
580K
+ 86.9%
$16.66 - $20.55 $9.66M - $11.9M
1.25M $21M
CG
Carlyle Group Inc.

Financial Services
82.1K
+ 54.38%
$52.82 - $69.35 $4.34M - $5.69M
233K $14.6M
MELI
Mercadolibre Inc

Consumer Cyclical
2.55K
+ 73.11%
$2292.04 - $2514.05 $5.84M - $6.4M
6.03K $14.1M
ICSH
Blackrock Ultra Short Term Bon

ETFs
76.3K
+ 57.89%
$50.52 - $50.75 $3.85M - $3.87M
208K $10.6M
HCA
Hca Healthcare, Inc.

Healthcare
324
+ 0.39%
$334.32 - $426.2 $108K - $138K
84.2K $35.9M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
10.3K
+ 44.79%
$366.54 - $479.53 $3.76M - $4.92M
33.1K $13M
HD
Home Depot, Inc.

Consumer Cyclical
653
+ 1.13%
$357.4 - $423.42 $233K - $276K
58.4K $23.7M
BX
Blackstone Inc.

Financial Services
2.87K
+ 3.16%
$152.77 - $188.68 $438K - $541K
93.7K $16M
ZTS
Zoetis Inc.

Healthcare
19.4K
+ 28.24%
$141.13 - $159.19 $2.74M - $3.09M
88.1K $12.9M
PPL
Ppl Corp

Utilities
3.58K
+ 0.72%
$33.54 - $37.24 $120K - $133K
503K $18.7M
SCHO
Schwab Short Term Us Treasury

ETFs
65.9K
+ 8.38%
$24.23 - $24.42 $1.6M - $1.61M
852K $20.8M
PG
Procter & Gamble CO

Consumer Defensive
11.2K
+ 10.67%
$150.47 - $161.22 $1.69M - $1.81M
116K $17.9M
CVX
Chevron Corp

Energy
1.36K
+ 1.82%
$145.57 - $161.83 $198K - $220K
76.3K $11.9M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
4.43K
New
$225.11 - $247.9 $998K - $1.1M
4.43K $1.1M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
1.61K
+ 0.67%
$62.09 - $66.51 $100K - $107K
242K $15.8M
BND
Vanguard Bd Index Fd Inc Total

ETFs
7.74K
+ 3.28%
$72.57 - $74.72 $562K - $578K
243K $18.1M
VNQ
Vanguard Specialized Funds Van

ETFs
4.66K
+ 4.0%
$88.47 - $93.24 $413K - $435K
121K $11.1M
SCHR
Schwab Intermediate Term Us Tr

ETFs
23.7K
+ 2.28%
$24.69 - $25.26 $584K - $598K
1.06M $26.7M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
3.76K
+ 1.53%
$97.75 - $100.75 $368K - $379K
249K $24.9M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
12.3K
+ 21.7%
$50.47 - $50.74 $619K - $623K
68.8K $3.49M
JNJ
Johnson & Johnson

Healthcare
541
+ 3.43%
$155.17 - $185.42 $83.9K - $100K
16.3K $3.02M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
10.5K
+ 20.55%
$48.5 - $50.19 $510K - $528K
61.7K $3.09M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
9.44K
+ 25.07%
$45.26 - $46.63 $427K - $440K
47.1K $2.18M
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
4.33K
+ 1.62%
$52.55 - $54.37 $227K - $235K
272K $14.7M
STIP
Ishares Barclays 0 5 Year Tips

ETFs
3.65K
+ 2.75%
$102.4 - $103.88 $374K - $379K
137K $14.1M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
722
+ 20.78%
$459.11 - $506.91 $331K - $366K
4.2K $2.11M
TSLA
Tesla, Inc.

Consumer Cyclical
405
+ 23.68%
$293.94 - $444.72 $119K - $180K
2.12K $940K
MUB
Ishares National Muni Bond ETF

ETFs
2.87K
+ 8.0%
$103.24 - $106.68 $296K - $306K
38.7K $4.13M
ABBV
Abb Vie Inc.

Healthcare
629
+ 12.9%
$184.85 - $231.54 $116K - $146K
5.51K $1.27M
MBB
Ishares Tr

ETFs
591
+ 0.24%
$92.46 - $95.73 $54.6K - $56.6K
243K $23.1M
OKTA
Okta, Inc.

Technology
3.8K
New
$88.51 - $101.1 $336K - $384K
3.8K $348K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
4.1K
New
$72.65 - $78.68 $298K - $323K
4.1K $321K
IUSB
Ishares Core Total Usd Bond Ma

ETFs
3.77K
+ 1.6%
$45.6 - $46.92 $172K - $177K
239K $11.2M
RRR
Red Rock Resorts, Inc.

Consumer Cyclical
4.58K
New
$52.79 - $62.97 $242K - $288K
4.58K $279K
RHP
Ryman Hospitality Properties, Inc.

Real Estate
3.02K
New
$89.59 - $104.45 $271K - $316K
3.02K $270K
GDS
Gds Holdings LTD

Technology
6.95K
New
$29.47 - $42.07 $205K - $292K
6.95K $269K
VLO
Valero Energy Corp

Energy
1.45K
New
$131.77 - $175.63 $191K - $255K
1.45K $246K
DUK
Duke Energy Corp

Utilities
1.81K
New
$116.31 - $125.93 $211K - $228K
1.81K $224K
VTV
Vanguard Value ETF

ETFs
864
+ 14.11%
$175.51 - $186.57 $152K - $161K
6.99K $1.3M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
679
New
$284.45 - $324.95 $193K - $221K
679 $217K
IWF
Ishares Russell 1000 Gr ETF

ETFs
200
+ 7.18%
$420.11 - $472.68 $84K - $94.5K
2.99K $1.4M
VTI
Vanguard Total Stock Market Et

ETFs
209
+ 3.46%
$303.93 - $329.86 $63.5K - $68.9K
6.25K $2.05M
FIX
Comfort Systems Usa Inc

Industrials
259
New
$521.66 - $825.18 $135K - $214K
259 $213K
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
2K
New
$98.53 - $107.1 $197K - $214K
2K $209K
LVHI
Franklin International Low Vol

ETFs
5.11K
+ 36.04%
$32.69 - $35.19 $167K - $180K
19.3K $669K
IYW
Ishares Dj Us Tech ETF

ETFs
1.05K
New
$171.38 - $197.01 $180K - $207K
1.05K $205K
CERT
Certara, Inc.

Healthcare
16.5K
New
$9.53 - $12.22 $157K - $202K
16.5K $201K
Activity Summary
Buys All Purchases 115 New Holdings 18 Increased Positions 97 Sells All Sells 60 Reductions 60 Sold out 0 Options Calls 0 Puts 1
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