Galvin, Gaustad & Stein, LLC Purchases in Q4 2025

Galvin, Gaustad & Stein, LLC

  • $1.21 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
JNJ
Johnson & Johnson

Healthcare
878
+ 5.39%
$185.98 - $199.58 $163K - $175K
17.2K $3.43M
PJUL
Innovator U.S. Equity Power Bu

ETFs
8.71K
New
$45.22 - $46.04 $394K - $401K
8.71K $398K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
4.43K
+ 1.78%
$99.87 - $101.27 $442K - $449K
253K $25.3M
UAPR
Innovator U.S. Equity Ultra Bu

ETFs
11.7K
New
$32.0 - $32.39 $374K - $378K
11.7K $376K
PAPR
Innovator U.S. Equity Power Bu

ETFs
9.51K
New
$38.23 - $38.65 $364K - $368K
9.51K $366K
GDS
Gds Holdings LTD

Technology
14.4K
+ 207.21%
$29.66 - $41.35 $427K - $596K
21.4K $633K
DEM
Wisdomtree Tr Emerging Mkts Hi

ETFs
7.38K
New
$44.26 - $47.16 $327K - $348K
7.38K $347K
DOW
Dow Inc.

Basic Materials
14.1K
New
$20.65 - $25.73 $290K - $362K
14.1K $322K
IBM
International Business Machines Corp

Technology
1.07K
New
$275.97 - $314.98 $296K - $338K
1.07K $319K
CWB
Spdr Bloomberg Convertible Sec

ETFs
3.6K
New
$88.49 - $93.64 $319K - $337K
3.6K $318K
IWV
Ishares Russell 3000 ETF

ETFs
789
New
$371.33 - $389.89 $293K - $308K
789 $300K
PANW
Palo Alto Networks Inc

Technology
1.4K
+ 28.62%
$204.77 - $221.38 $287K - $310K
6.29K $1.29M
FREL
Fidelity Covington Tr Msci Rea

ETFs
10.4K
+ 110.59%
$26.82 - $28.15 $279K - $293K
19.8K $538K
PMAY
Innovator Etfs Tr S&P 500 Pwr

ETFs
7.04K
New
$38.66 - $39.15 $272K - $275K
7.04K $274K
MUB
Ishares National Muni Bond ETF

ETFs
2.36K
+ 6.09%
$106.36 - $107.61 $251K - $254K
41.1K $4.4M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
6.38K
+ 2.67%
$46.57 - $47.16 $297K - $301K
245K $11.4M
NKE
Nike, Inc.

Consumer Cyclical
4.15K
New
$60.8 - $74.57 $252K - $309K
4.15K $261K
IYY
Ishares Tr

ETFs
1.5K
New
$159.3 - $167.44 $238K - $250K
1.5K $244K
PJUN
Innovator U.S. Equity Power Bu

ETFs
5.89K
New
$40.79 - $41.47 $240K - $244K
5.89K $243K
PAUG
Innovator U.S. Equity Power Bu

ETFs
5.73K
New
$42.06 - $42.92 $241K - $246K
5.73K $243K
AMD
Advanced Micro Devices Inc

Technology
978
New
$164.01 - $264.33 $160K - $259K
978 $235K
BA
Boeing CO

Industrials
1.22K
New
$191.81 - $225.32 $233K - $274K
1.22K $233K
SPSB
Spdr Portfolio Short Term Corp

ETFs
7.75K
New
$30.13 - $30.32 $233K - $235K
7.75K $233K
ISRG
Intuitive Surgical Inc

Healthcare
424
New
$429.59 - $576.2 $182K - $244K
424 $231K
FIX
Comfort Systems Usa Inc

Industrials
217
+ 83.78%
$790.72 - $1010.64 $172K - $219K
476 $432K
MMM
3 M CO

Industrials
1.28K
New
$148.75 - $171.6 $190K - $220K
1.28K $211K
RPG
Invesco Exchange Traded Fd Tr

ETFs
4.44K
New
$45.61 - $48.53 $203K - $216K
4.44K $202K
MSFT
Microsoft Corp

Technology
1.8K
+ 2.63%
$496.82 - $542.07 $895K - $977K
70.4K $35.7M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
6.82K
+ 2.82%
$63.25 - $66.24 $431K - $451K
248K $16M
VTV
Vanguard Value ETF

ETFs
881
+ 12.61%
$182.87 - $189.72 $161K - $167K
7.87K $1.47M
MRK
Merck & Co., Inc.

Healthcare
1.41K
+ 39.7%
$82.49 - $92.93 $117K - $131K
4.98K $462K
CRWD
Crowd Strike Holdings, Inc.

Technology
94
+ 3.88%
$482.23 - $557.53 $45.3K - $52.4K
2.52K $1.35M
VPN
Global X Fds Data Ctr Reits &

ETFs
10K
New
N/A
10K $159K
AVGO
Broadcom Inc.

Technology
348
+ 11.59%
$324.63 - $385.98 $113K - $134K
3.35K $1.15M
RSP
Invesco S&P 500 Equal Weight E

ETFs
815
+ 47.3%
$185.12 - $192.11 $151K - $157K
2.54K $475K
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
2.05K
+ 52.99%
$57.9 - $61.26 $119K - $126K
5.92K $355K
CVX
Chevron Corp

Energy
977
+ 1.28%
$148.9 - $157.72 $145K - $154K
77.3K $12M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
2.3K
+ 7.1%
$50.85 - $51.0 $117K - $117K
34.7K $1.76M
SHC
Sotera Health CO

Healthcare
6.94K
+ 39.64%
$15.35 - $16.9 $107K - $117K
24.5K $382K
XOM
Exxon Mobil Corp

Energy
41
+ 0.2%
$110.64 - $119.78 $4.54K - $4.91K
20.1K $2.36M
LMT
Lockheed Martin Corp

Industrials
251
+ 45.14%
$452.1 - $514.24 $113K - $129K
807 $379K
BND
Vanguard Bd Index Fd Inc Total

ETFs
2.06K
+ 0.85%
$74.09 - $75.1 $153K - $155K
246K $18.2M
ITOT
Ishares Core S&P Total U.S. St

ETFs
574
+ 5.84%
$142.79 - $150.05 $82K - $86.1K
10.4K $1.52M
SCHR
Schwab Intermediate Term Us Tr

ETFs
3.94K
+ 0.37%
$25.03 - $25.34 $98.6K - $99.8K
1.06M $26.7M
CSCO
Cisco Systems, Inc.

Technology
1
+ 0.01%
$67.46 - $78.0 $67.5 - $78
8.08K $628K
LVHI
Franklin International Low Vol

ETFs
1.07K
+ 5.56%
$34.73 - $36.81 $37.2K - $39.5K
20.3K $745K
UPS
United Parcel Service Inc

Industrials
9
+ 0.13%
$82.87 - $97.4 $746 - $877
6.74K $634K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
2.32K
+ 13.94%
$23.02 - $24.23 $53.5K - $56.3K
19K $454K
NFLX
Netflix Inc

Communication Services
2.39K
+ 1298.37%
$110.29 - $1241.35 $263K - $2.97M
2.57K $283K
Activity Summary
Buys All Purchases 148 New Holdings 53 Increased Positions 95 Sells All Sells 79 Reductions 79 Sold out 0 Options Calls 0 Puts 0
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