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
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
EFA
Ishares Tr Msci Eafe ETF

ETFs
589
+ 21.88%
$92.24 - $96.56 $54.3K - $56.9K
3.28K $312K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
85
+ 6.56%
$600.51 - $631.95 $51K - $53.7K
1.38K $853K
RTX
Raytheon Technologies Corp

Industrials
88
+ 1.76%
$157.0 - $179.44 $13.8K - $15.8K
5.08K $891K
AMAT
Applied Materials Inc

Technology
123
+ 11.18%
$209.95 - $240.89 $25.8K - $29.6K
1.22K $279K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
812
+ 1.32%
$49.98 - $50.59 $40.6K - $41.1K
62.5K $3.14M
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
1.36K
+ 0.76%
$139.66 - $144.52 $189K - $196K
181K $25.6M
IAU
Ishares Gold Trust

ETFs
80
+ 1.05%
$72.65 - $82.5 $5.81K - $6.6K
7.74K $595K
ABBV
Abb Vie Inc.

Healthcare
61
+ 1.11%
$211.96 - $244.38 $12.9K - $14.9K
5.57K $1.3M
SCHA
Schwab Strategic Tr Us Small C

ETFs
1.04K
+ 10.62%
$27.17 - $28.65 $28.3K - $29.9K
10.9K $298K
VRT
Vertiv Holdings CO

Industrials
245
+ 13.19%
N/A
2.1K $182K
CEG
Constellation Energy Corp

Utilities
1
+ 0.05%
$335.74 - $401.43 $336 - $401
2K $675K
RHP
Ryman Hospitality Properties, Inc.

Real Estate
39
+ 1.29%
$85.91 - $94.84 $3.35K - $3.7K
3.06K $289K
WMT
Walmart Inc.

Consumer Defensive
189
+ 2.59%
$101.18 - $109.03 $19.1K - $20.6K
7.49K $770K
SCHQ
Schwab Strategic Tr Long Term

ETFs
928
+ 1.22%
$32.05 - $33.17 $29.7K - $30.8K
76.8K $2.47M
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
155
+ 0.28%
$50.33 - $50.81 $7.8K - $7.88K
56.2K $2.84M
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
162
+ 3.1%
$72.21 - $75.0 $11.7K - $12.2K
5.4K $396K
IWO
Ishares Russell 2000 Gwt ETF

ETFs
61
+ 8.98%
$310.75 - $335.0 $19K - $20.4K
740 $230K
FENY
Fidelity Covington Tr Msci Ene

ETFs
8
+ 0.05%
$23.65 - $25.43 $189 - $203
17.1K $433K
DUK
Duke Energy Corp

Utilities
44
+ 2.43%
$121.57 - $129.03 $5.35K - $5.68K
1.86K $232K
IWS
Ishares Russell Midcap Value E

ETFs
62
+ 3.47%
$135.66 - $140.93 $8.41K - $8.74K
1.85K $255K
CERT
Certara, Inc.

Healthcare
8.14K
+ 49.28%
$8.28 - $13.6 $67.4K - $111K
24.7K $205K
BAC
Bank Of America Corp

Financial Services
46
+ 0.67%
$48.65 - $54.11 $2.24K - $2.49K
6.94K $357K
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
26
+ 0.23%
$37.61 - $39.41 $978 - $1.02K
11.3K $434K
Vanguard Malvern Fds
12.5K
+ 18.81%
N/A
79.2K $0
Linde PLC
290
+ 43.54%
N/A
956 $0
SPY
Spdr S&P 500 ETF Trust

ETFs
1
+ 0.06%
$653.02 - $687.39 $653 - $687
1.65K $1.1M
Vanguard Mun Bd Fds
2.89K
+ 27.44%
N/A
13.4K $0
Ge Healthcare Technologies I
3.65K
+ 1.96%
N/A
190K $0
Blackrock Inc
10
+ 0.98%
N/A
1.03K $0
Wells Fargo CO New
359
+ 2.67%
N/A
13.8K $0
VUSB
Vanguard Bd Index Fds
840
+ 14.4%
N/A
6.67K $0
INTU
Intuit Inc

Technology
13
+ 3.92%
$641.79 - $683.39 $8.34K - $8.88K
345 $222K
VO
Vanguard Mid Cap ETF

ETFs
39
+ 1.04%
$286.27 - $296.23 $11.2K - $11.6K
3.78K $1.09M
ORCL
Oracle Corp

Technology
196
+ 14.68%
$217.57 - $313.0 $42.6K - $61.3K
1.53K $336K
LOW
Lowes Companies Inc

Consumer Cyclical
33
+ 1.2%
$225.0 - $247.99 $7.43K - $8.18K
2.78K $625K
PM
Philip Morris International Inc.

Consumer Defensive
63
+ 0.69%
$144.33 - $160.86 $9.09K - $10.1K
9.25K $1.41M
HON
Honeywell International Inc

Industrials
2
+ 0.04%
$194.07 - $220.67 $388 - $441
5.48K $1.07M
MO
Altria Group, Inc.

Consumer Defensive
460
+ 3.18%
$56.38 - $66.65 $25.9K - $30.7K
14.9K $866K
VNQ
Vanguard Specialized Funds Van

ETFs
92
+ 0.08%
$88.13 - $92.69 $8.11K - $8.53K
121K $10.9M
UNP
Union Pacific Corp

Industrials
1.65K
+ 2.6%
$216.37 - $237.41 $358K - $393K
65.2K $14.4M
AZO
Autozone Inc

Consumer Cyclical
42
+ 0.62%
$3576.14 - $4253.71 $150K - $179K
6.77K $26.1M
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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