Galvin, Gaustad & Stein, LLC Sells in Q3 2025

Galvin, Gaustad & Stein, LLC

  • $1.15 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
GS
Goldman Sachs Group Inc

Financial Services
-21.7K
- 89.39%
$696.56 - $806.32 $15.1M - $17.5M
2.57K $2.05M
IEMG
Ishares Inc

ETFs
-68.3K
- 26.67%
N/A
188K $10.1M
IEFA
Ishares Tr

ETFs
-63.8K
- 12.38%
$81.7 - $87.53 $5.21M - $5.59M
452K $39.4M
UNH
Unitedhealth Group Inc

Healthcare
-17.9K
- 22.73%
$237.77 - $353.61 $4.26M - $6.34M
61K $21.1M
KO
Coca Cola CO

Consumer Defensive
-27.2K
- 8.47%
$65.67 - $71.67 $1.79M - $1.95M
294K $19.5M
UBER
Uber Technologies, Inc

Technology
-43.1K
- 13.97%
$86.91 - $99.57 $3.75M - $4.29M
266K $26M
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
-29.7K
- 14.21%
$133.48 - $144.38 $3.96M - $4.29M
179K $25.5M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-29.5K
- 19.44%
$108.46 - $120.63 $3.2M - $3.56M
122K $14.5M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-50.9K
- 23.24%
$49.43 - $54.52 $2.51M - $2.77M
168K $9.1M
V
Visa Inc.

Financial Services
-1.16K
- 1.96%
$332.09 - $358.86 $386K - $417K
58.1K $19.8M
VEA
Vanguard Ftse Developed Market

ETFs
-47.2K
- 7.55%
$56.02 - $60.3 $2.64M - $2.85M
578K $34.6M
ASML
Asml Holding Nv

Technology
-4.04K
- 22.11%
$689.63 - $968.09 $2.79M - $3.91M
14.2K $13.8M
COST
Costco Wholesale Corp

Consumer Defensive
-139
- 2.03%
$915.95 - $994.57 $127K - $138K
6.72K $6.22M
AXP
American Express CO

Financial Services
-4.08K
- 5.87%
$294.27 - $342.31 $1.2M - $1.4M
65.4K $21.7M
VB
Vanguard Small Cap ETF

ETFs
-2.96K
- 13.05%
$237.58 - $259.17 $703K - $766K
19.7K $5.01M
CRWD
Crowd Strike Holdings, Inc.

Technology
-250
- 9.36%
$412.46 - $514.1 $103K - $129K
2.42K $1.19M
UNP
Union Pacific Corp

Industrials
-2.46K
- 3.73%
$214.91 - $237.16 $529K - $584K
63.6K $15M
UPS
United Parcel Service Inc

Industrials
-350
- 4.94%
$82.58 - $105.54 $28.9K - $36.9K
6.73K $562K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
-3.53K
- 2.33%
$52.39 - $53.11 $185K - $187K
148K $7.83M
ZM
Zoom Video Communications, Inc.

Technology
-1.15K
- 29.86%
$69.77 - $86.83 $79.9K - $99.4K
2.69K $221K
LLY
Eli Lilly & CO

Healthcare
-67
- 5.3%
$625.65 - $812.69 $41.9K - $54.5K
1.2K $912K
VRT
Vertiv Holdings CO

Industrials
-811
- 30.39%
N/A
1.86K $161K
COF
Capital One Financial Corp

Financial Services
-279
- 3.38%
$207.29 - $229.74 $57.8K - $64.1K
7.99K $1.7M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-760
- 0.9%
$78.11 - $79.07 $59.4K - $60.1K
83.4K $6.58M
VCIT
Vanguard Intermediate Term Cor

ETFs
-1.73K
- 1.65%
$81.75 - $84.54 $142K - $147K
103K $8.67M
JEPI
J P Morgan Exchange Traded Fd

ETFs
-513
- 1.37%
$55.61 - $57.37 $28.5K - $29.4K
36.9K $2.11M
META
Meta Platforms, Inc.

Communication Services
-9
- 0.42%
$695.21 - $791.73 $6.26K - $7.13K
2.13K $1.57M
DGX
Quest Diagnostics Inc

Healthcare
-101
- 1.92%
N/A
5.16K $706K
VFH
Vanguard Financial ETF

ETFs
-200
- 5.94%
$125.23 - $132.78 $25K - $26.6K
3.17K $415K
CSCO
Cisco Systems, Inc.

Technology
-32
- 0.39%
$66.2 - $71.79 $2.12K - $2.3K
8.08K $552K
VCLT
Vanguard Lg Trm Corp Bd ETF

ETFs
-343
- 3.42%
$73.94 - $78.51 $25.4K - $26.9K
9.7K $753K
VBR
Vanguard Small Cap Value ETF

ETFs
-217
- 7.16%
$195.41 - $212.37 $42.4K - $46.1K
2.81K $587K
QUAL
Ishares Msci Usa Quality Facto

ETFs
-126
- 6.01%
$182.33 - $194.5 $23K - $24.5K
1.97K $382K
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
-40
- 0.93%
$81.76 - $86.36 $3.27K - $3.45K
4.24K $359K
Labcorp Holdings Inc
-237
- 20.86%
N/A
899 $0
SSO
Proshares Ultra S&P 500

ETFs
-950
- 11.96%
$97.48 - $112.71 $92.6K - $107K
7K $784K
MA
Mastercard Inc

Financial Services
-85
- 1.0%
$550.18 - $598.96 $46.8K - $50.9K
8.38K $4.77M
XLF
Financial Sector Spdr

ETFs
-415
- 1.9%
$51.37 - $54.25 $21.3K - $22.5K
21.5K $1.16M
QLD
Proshares Ultra Qqq

ETFs
-825
- 12.88%
$115.66 - $138.31 $95.4K - $114K
5.58K $765K
MCK
Mckesson Corp

Healthcare
-25
- 2.73%
$659.01 - $772.54 $16.5K - $19.3K
891 $688K
SCHA
Schwab Strategic Tr Us Small C

ETFs
-60
- 0.61%
$25.29 - $28.33 $1.52K - $1.7K
9.83K $274K
FTEC
Fidelity Covington Tr Msci Inf

ETFs
-48
- 3.05%
$195.29 - $223.85 $9.37K - $10.7K
1.53K $339K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-37
- 2.78%
$567.77 - $614.76 $21K - $22.7K
1.3K $793K
SPY
Spdr S&P 500 ETF Trust

ETFs
-20
- 1.2%
$617.65 - $666.84 $12.4K - $13.3K
1.65K $1.1M
BK
Bank Of New York Mellon Corp

Financial Services
-4.12K
- 14.15%
$90.65 - $109.75 $373K - $452K
25K $2.72M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
-264
- 0.2%
$76.16 - $78.59 $20.1K - $20.7K
130K $10.1M
XOM
Exxon Mobil Corp

Energy
-206
- 1.02%
$105.83 - $117.22 $21.8K - $24.1K
20K $2.26M
XLK
Technology Sector Spdr

ETFs
-8
- 0.21%
$250.97 - $282.66 $2.01K - $2.26K
3.84K $1.08M
IVV
Ishares Core S&P 500 ETF

ETFs
-174
- 2.39%
$620.67 - $670.08 $108K - $117K
7.12K $4.76M
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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