Galvin, Gaustad & Stein, LLC Incresed Positions in Q4 2024

Galvin, Gaustad & Stein, LLC

  • $1.06 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
ASML
Asml Holding Nv

Technology
21.3K
+ 7081.06%
$658.43 - $872.27 $14M - $18.6M
21.6K $15M
LULU
Lululemon Athletica Inc.

Consumer Cyclical
10.1K
+ 13.43%
$260.53 - $404.79 $2.64M - $4.1M
85.7K $32.8M
AMZN
Amazon Com Inc

Consumer Cyclical
8.08K
+ 5.8%
$180.88 - $232.93 $1.46M - $1.88M
147K $32.3M
ICSH
Blackrock Ultra Short Term Bon

ETFs
59.7K
+ 273.83%
$50.35 - $50.69 $3.01M - $3.03M
81.5K $4.11M
SCHO
Schwab Short Term Us Treasury

ETFs
340K
+ 144.43%
$24.06 - $48.88 $8.17M - $16.6M
575K $13.8M
UBER
Uber Technologies, Inc

Technology
76.4K
+ 34.57%
$59.93 - $86.34 $4.58M - $6.6M
298K $17.9M
EOG
Eog Resources Inc

Energy
8.95K
+ 6.56%
$118.22 - $136.54 $1.06M - $1.22M
145K $17.8M
CVX
Chevron Corp

Energy
6.47K
+ 9.96%
$141.15 - $162.53 $913K - $1.05M
71.4K $10.3M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
8.56K
+ 4.35%
$113.92 - $127.38 $975K - $1.09M
205K $23.7M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
9.68K
+ 4.78%
$61.68 - $67.87 $597K - $657K
212K $13.2M
JIRE
J P Morgan Exchg Traded Fd Tr

ETFs
9.17K
+ 46.96%
$58.46 - $65.6 $536K - $601K
28.7K $1.68M
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
6.56K
+ 213.38%
$60.13 - $67.31 $394K - $441K
9.63K $584K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
4.76K
+ 10.06%
$50.37 - $50.6 $240K - $241K
52.1K $2.62M
NOW
Service Now, Inc.

Technology
40
+ 4.73%
$867.18 - $1148.42 $34.7K - $45.9K
885 $938K
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
2.68K
+ 27.23%
$53.94 - $58.15 $144K - $156K
12.5K $704K
IAU
Ishares Gold Trust

ETFs
2.26K
+ 43.42%
$48.37 - $52.65 $109K - $119K
7.45K $368K
AVGO
Broadcom Inc.

Technology
1
+ 0.07%
$159.67 - $250.0 $160 - $250
1.48K $342K
BND
Vanguard Bd Index Fd Inc Total

ETFs
10.3K
+ 4.95%
$71.75 - $75.11 $742K - $777K
219K $15.8M
DFSV
Dimensional ETF Tr Dimensional

ETFs
2.06K
+ 11.76%
$30.18 - $33.87 $62.2K - $69.8K
19.6K $602K
MUB
Ishares National Muni Bond ETF

ETFs
1.46K
+ 3.05%
$105.78 - $108.7 $155K - $159K
49.3K $5.25M
STIP
Ishares Barclays 0 5 Year Tips

ETFs
1.47K
+ 1.13%
$100.24 - $101.35 $147K - $149K
132K $13.3M
CSCO
Cisco Systems, Inc.

Technology
11
+ 0.13%
$52.45 - $60.02 $577 - $660
8.52K $504K
VST
Vistra Corp.

Utilities
73
+ 3.64%
$115.74 - $166.61 $8.45K - $12.2K
2.08K $286K
ITOT
Ishares Core S&P Total U.S. St

ETFs
177
+ 2.19%
$124.26 - $134.12 $22K - $23.7K
8.28K $1.06M
PANW
Palo Alto Networks Inc

Technology
1.71K
+ 97.94%
$181.96 - $405.9 $311K - $693K
3.45K $628K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
1.89K
+ 2.89%
$49.79 - $51.14 $94.2K - $96.7K
67.3K $3.37M
FTEC
Fidelity Covington Tr Msci Inf

ETFs
51
+ 3.04%
$170.03 - $192.78 $8.67K - $9.83K
1.73K $319K
SPY
Spdr S&P 500 ETF Trust

ETFs
9
+ 0.58%
$567.81 - $607.81 $5.11K - $5.47K
1.57K $920K
QUAL
Ishares Msci Usa Quality Facto

ETFs
101
+ 5.82%
$176.42 - $186.91 $17.8K - $18.9K
1.84K $326K
DIVB
Ishares Tr U S Divid & Buyback

ETFs
1.09K
+ 3.09%
$46.9 - $50.96 $51.1K - $55.5K
36.4K $1.72M
VO
Vanguard Mid Cap ETF

ETFs
39
+ 2.12%
$261.5 - $284.63 $10.2K - $11.1K
1.88K $496K
DE
Deere & CO

Industrials
2
+ 0.24%
$389.45 - $466.0 $779 - $932
823 $348K
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
32
+ 0.29%
$33.92 - $36.6 $1.09K - $1.17K
11.1K $385K
DFAI
Dimensional ETF Tr

ETFs
1.6K
+ 9.29%
$29.0 - $31.6 $46.5K - $50.6K
18.8K $550K
Linde PLC
1
+ 0.2%
N/A
511 $0
SCMB
Schwab Strategic Tr Mun Bd ETF
8.96K
+ 101.5%
N/A
17.8K $0
Wells Fargo CO New
374
+ 3.13%
N/A
12.3K $0
Te Connectivity PLC
501
+ 10.52%
N/A
5.27K $0
NRG
Nrg Energy, Inc.

Utilities
6
+ 0.27%
$85.3 - $101.61 $512 - $610
2.24K $201K
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
3
+ 0.06%
$65.67 - $69.79 $197 - $209
5.22K $350K
JEPI
J P Morgan Exchange Traded Fd

ETFs
939
+ 3.09%
$57.53 - $60.83 $54K - $57.1K
31.3K $1.8M
RSP
Invesco S&P 500 Equal Weight E

ETFs
4
+ 0.23%
$174.22 - $187.62 $697 - $750
1.71K $299K
VGLT
Vanguard Long Term Treasury Et

ETFs
410
+ 8.6%
$55.1 - $61.74 $22.6K - $25.3K
5.18K $286K
AMGN
Amgen Inc

Healthcare
380
+ 19.92%
$258.78 - $328.31 $98.3K - $125K
2.29K $596K
IUSB
Ishares Core Total Usd Bond Ma

ETFs
8.55K
+ 3.98%
$45.07 - $47.1 $385K - $403K
223K $10.1M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
7.21K
+ 100.0%
$18.41 - $40.87 $133K - $295K
14.4K $266K
MRK
Merck & Co., Inc.

Healthcare
189
+ 4.7%
$96.31 - $114.76 $18.2K - $21.7K
4.21K $418K
SCHP
Schwab Strategic Us Tips ETF

ETFs
51.6K
+ 103.09%
$25.74 - $53.78 $1.33M - $2.78M
102K $2.63M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
35.5K
+ 197.36%
$26.93 - $84.95 $956K - $3.02M
53.5K $1.46M
Activity Summary
Buys All Purchases 79 New Holdings 15 Increased Positions 64 Sells All Sells 84 Reductions 84 Sold out 0 Options Calls 0 Puts 0
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