Galvin, Gaustad & Stein, LLC Incresed Positions in Q4 2025

Galvin, Gaustad & Stein, LLC

  • $1.21 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
QQQM
Invesco Exchange Traded Fd Tr

ETFs
46.4K
+ 1046.66%
$242.67 - $261.79 $11.3M - $12.1M
50.8K $12.7M
NVDA
Nvidia Corp

Technology
61.7K
+ 223.57%
$179.83 - $207.04 $11.1M - $12.8M
89.3K $16.7M
META
Meta Platforms, Inc.

Communication Services
16.4K
+ 769.67%
$609.01 - $751.67 $10M - $12.3M
18.6K $11.3M
XLE
Energy Sector Spdr

ETFs
51.7K
+ 369.76%
$85.22 - $92.02 $4.4M - $4.75M
65.6K $6.04M
MAT
Mattel Inc

Consumer Cyclical
15.3K
+ 1.23%
$17.1 - $19.6 $262K - $300K
1.26M $24.4M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
43.2K
+ 1052.54%
$76.84 - $80.86 $3.32M - $3.49M
47.3K $3.74M
AMZN
Amazon Com Inc

Consumer Cyclical
4.3K
+ 3.8%
$213.04 - $254.0 $917K - $1.09M
118K $27.6M
ICSH
Blackrock Ultra Short Term Bon

ETFs
46K
+ 22.11%
$50.56 - $50.76 $2.33M - $2.33M
254K $12.9M
PPL
Ppl Corp

Utilities
66.5K
+ 13.23%
$36.25 - $37.97 $2.41M - $2.53M
569K $20.9M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
1.17K
+ 3.52%
$402.9 - $437.15 $470K - $510K
34.3K $14.9M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
28.4K
+ 41.23%
$50.57 - $50.77 $1.44M - $1.44M
97.2K $4.92M
VEA
Vanguard Ftse Developed Market

ETFs
6.44K
+ 1.11%
$59.18 - $62.09 $381K - $400K
584K $35.8M
IVV
Ishares Core S&P 500 ETF

ETFs
1.71K
+ 23.96%
$656.2 - $690.71 $1.12M - $1.18M
8.82K $5.96M
XLK
Technology Sector Spdr

ETFs
3.71K
+ 96.62%
$278.39 - $304.13 $1.03M - $1.13M
7.55K $2.18M
QLD
Proshares Ultra Qqq

ETFs
6.78K
+ 121.51%
$131.81 - $152.77 $894K - $1.04M
12.4K $1.72M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
1.65K
+ 39.25%
$475.68 - $513.11 $783K - $845K
5.84K $2.97M
QUAL
Ishares Msci Usa Quality Facto

ETFs
4.39K
+ 223.06%
$191.01 - $199.18 $839K - $875K
6.36K $1.24M
SSO
Proshares Ultra S&P 500

ETFs
7K
+ 100.0%
$107.49 - $118.65 $752K - $830K
14K $1.58M
SCHO
Schwab Short Term Us Treasury

ETFs
30.2K
+ 3.54%
$24.31 - $24.46 $734K - $738K
883K $21.5M
VIG
Vanguard Dividend Appreciation

ETFs
2.93K
+ 24.86%
N/A
14.7K $2.68M
LLY
Eli Lilly & CO

Healthcare
151
+ 12.63%
$799.57 - $1025.28 $121K - $155K
1.35K $1.38M
XLY
Select Sector Spdr Consumer Di

ETFs
2.04K
+ 103.08%
$228.75 - $242.18 $467K - $494K
4.02K $928K
JIRE
J P Morgan Exchg Traded Fd Tr

ETFs
4.46K
+ 5.63%
$72.75 - $76.17 $324K - $339K
83.7K $6.28M
JNJ
Johnson & Johnson

Healthcare
878
+ 5.39%
$185.98 - $199.58 $163K - $175K
17.2K $3.43M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
4.43K
+ 1.78%
$99.87 - $101.27 $442K - $449K
253K $25.3M
GDS
Gds Holdings LTD

Technology
14.4K
+ 207.21%
$29.66 - $41.35 $427K - $596K
21.4K $633K
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
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
FIX
Comfort Systems Usa Inc

Industrials
217
+ 83.78%
$790.72 - $1010.64 $172K - $219K
476 $432K
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
CRWD
Crowd Strike Holdings, Inc.

Technology
94
+ 3.88%
$482.23 - $557.53 $45.3K - $52.4K
2.52K $1.35M
MRK
Merck & Co., Inc.

Healthcare
1.41K
+ 39.7%
$82.49 - $92.93 $117K - $131K
4.98K $462K
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
BND
Vanguard Bd Index Fd Inc Total

ETFs
2.06K
+ 0.85%
$74.09 - $75.1 $153K - $155K
246K $18.2M
LMT
Lockheed Martin Corp

Industrials
251
+ 45.14%
$452.1 - $514.24 $113K - $129K
807 $379K
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
LVHI
Franklin International Low Vol

ETFs
1.07K
+ 5.56%
$34.73 - $36.81 $37.2K - $39.5K
20.3K $745K
CSCO
Cisco Systems, Inc.

Technology
1
+ 0.01%
$67.46 - $78.0 $67.5 - $78
8.08K $628K
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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