270 is the total number of securities Galvin, Gaustad & Stein, LLC has owned. The longest Galvin, Gaustad & Stein, LLC has owned a single stock is 12 quarters.
Period | Weighting | Quarter | |||||||
---|---|---|---|---|---|---|---|---|---|
Ticker | Name | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
UNH | UNITEDHEALTH GROUP INC | 12 | 12 | 2.27% | 3.01% | 3.60% | Q4 2020 | Q3 2023 | 12 |
MSFT | MICROSOFT CORP | 12 | 12 | 2.68% | 2.94% | 3.19% | Q4 2020 | Q3 2023 | 12 |
JPM | JPMORGAN CHASE & CO | 12 | 12 | 2.41% | 2.75% | 3.19% | Q4 2020 | Q3 2023 | 12 |
IEFA | ISHARES TR | 12 | 12 | 2.19% | 2.52% | 3.31% | Q4 2020 | Q3 2023 | 12 |
AMZN | AMAZON COM INC | 12 | 12 | 2.12% | 2.46% | 2.78% | Q4 2020 | Q3 2023 | 12 |
AAPL | APPLE INC | 12 | 12 | 1.72% | 2.18% | 2.50% | Q4 2020 | Q3 2023 | 12 |
VEA | VANGUARD TAX-MANAGED I... | 12 | 12 | 1.58% | 2.15% | 2.76% | Q4 2020 | Q3 2023 | 12 |
SBUX | STARBUCKS CORP | 12 | 12 | 1.84% | 2.03% | 2.32% | Q4 2020 | Q3 2023 | 12 |
MBB | ISHARES TR | 12 | 12 | 1.54% | 2.01% | 2.38% | Q4 2020 | Q3 2023 | 12 |
KO | COCA COLA CO | 12 | 12 | 1.11% | 2.00% | 2.63% | Q4 2020 | Q3 2023 | 12 |
AGG | ISHARES TR | 12 | 12 | 1.68% | 1.96% | 2.24% | Q4 2020 | Q3 2023 | 12 |
DGX | QUEST DIAGNOSTICS INC | 12 | 12 | 0.05% | 1.92% | 2.62% | Q4 2020 | Q3 2023 | 12 |
CTSH | COGNIZANT TECHNOLOGY S... | 12 | 12 | 1.54% | 1.79% | 2.22% | Q4 2020 | Q3 2023 | 12 |
UNP | UNION PAC CORP | 12 | 12 | 1.25% | 1.68% | 1.97% | Q4 2020 | Q3 2023 | 12 |
BSV | VANGUARD BD INDEX FDS | 12 | 12 | 1.24% | 1.67% | 2.21% | Q4 2020 | Q3 2023 | 12 |
GOOG | ALPHABET INC | 12 | 12 | 1.18% | 1.65% | 2.17% | Q4 2020 | Q3 2023 | 12 |
WM | WASTE MGMT INC DEL | 12 | 12 | 0.76% | 1.60% | 2.40% | Q4 2020 | Q3 2023 | 12 |
IJR | ISHARES TR | 12 | 12 | 1.41% | 1.52% | 1.64% | Q4 2020 | Q3 2023 | 12 |
EA | ELECTRONIC ARTS INC | 12 | 12 | 0.52% | 1.47% | 1.95% | Q4 2020 | Q3 2023 | 12 |
VZ | VERIZON COMMUNICATIONS... | 12 | 12 | 0.03% | 1.46% | 2.66% | Q4 2020 | Q3 2023 | 12 |
COST | COSTCO WHSL CORP NEW | 12 | 12 | 1.12% | 1.45% | 2.00% | Q4 2020 | Q3 2023 | 12 |
VSS | VANGUARD INTL EQUITY I... | 12 | 12 | 0.87% | 1.43% | 2.11% | Q4 2020 | Q3 2023 | 12 |
DIS | DISNEY WALT CO | 12 | 12 | 0.03% | 1.39% | 2.45% | Q4 2020 | Q3 2023 | 12 |
PPL | PPL CORP | 12 | 12 | 0.83% | 1.38% | 2.01% | Q4 2020 | Q3 2023 | 12 |
NKE | NIKE INC | 12 | 12 | 0.77% | 1.36% | 2.18% | Q4 2020 | Q3 2023 | 12 |
IGSB | ISHARES TR | 12 | 12 | 1.12% | 1.34% | 1.62% | Q4 2020 | Q3 2023 | 12 |
VCIT | VANGUARD SCOTTSDALE FDS | 12 | 12 | 1.10% | 1.32% | 1.79% | Q4 2020 | Q3 2023 | 12 |
FB | META PLATFORMS INC | 12 | 12 | 0.03% | 1.31% | 2.22% | Q4 2020 | Q3 2023 | 12 |
IJH | ISHARES TR | 12 | 12 | 0.19% | 1.28% | 2.00% | Q4 2020 | Q3 2023 | 12 |
IEMG | ISHARES INC | 12 | 12 | 1.07% | 1.25% | 1.52% | Q4 2020 | Q3 2023 | 12 |
SCHR | SCHWAB STRATEGIC TR | 12 | 12 | 0.46% | 1.20% | 2.02% | Q4 2020 | Q3 2023 | 12 |
AZO | AUTOZONE INC | 12 | 12 | 0.42% | 1.16% | 1.90% | Q4 2020 | Q3 2023 | 12 |
MA | MASTERCARD INCORPORATED | 12 | 12 | 0.46% | 1.16% | 1.54% | Q4 2020 | Q3 2023 | 12 |
JPST | J P MORGAN EXCHANGE-TR... | 12 | 12 | 0.39% | 1.12% | 1.38% | Q4 2020 | Q3 2023 | 12 |
VCSH | VANGUARD SCOTTSDALE FDS | 12 | 12 | 0.88% | 1.10% | 1.48% | Q4 2020 | Q3 2023 | 12 |
TFC | TRUIST FINL CORP | 12 | 12 | 0.70% | 1.10% | 1.54% | Q4 2020 | Q3 2023 | 12 |
XOM | EXXON MOBIL CORP | 12 | 12 | 0.27% | 1.09% | 2.20% | Q4 2020 | Q3 2023 | 12 |
UPS | UNITED PARCEL SERVICE INC | 12 | 12 | 0.47% | 1.06% | 1.38% | Q4 2020 | Q3 2023 | 12 |
PM | PHILIP MORRIS INTL INC | 12 | 12 | 0.05% | 1.05% | 1.83% | Q4 2020 | Q3 2023 | 12 |
STIP | ISHARES TR | 12 | 12 | 0.34% | 1.05% | 1.60% | Q4 2020 | Q3 2023 | 12 |
PG | PROCTER AND GAMBLE CO | 12 | 12 | 0.09% | 0.96% | 1.37% | Q4 2020 | Q3 2023 | 12 |
SCHO | SCHWAB STRATEGIC TR | 12 | 12 | 0.21% | 0.96% | 1.81% | Q4 2020 | Q3 2023 | 12 |
HD | HOME DEPOT INC | 12 | 12 | 0.32% | 0.95% | 1.78% | Q4 2020 | Q3 2023 | 12 |
VWO | VANGUARD INTL EQUITY I... | 12 | 12 | 0.86% | 0.93% | 1.03% | Q4 2020 | Q3 2023 | 12 |
IGIB | ISHARES TR | 12 | 12 | 0.65% | 0.89% | 1.22% | Q4 2020 | Q3 2023 | 12 |
V | VISA INC | 12 | 12 | 0.46% | 0.84% | 1.81% | Q4 2020 | Q3 2023 | 12 |
CSCO | CISCO SYS INC | 12 | 12 | 0.58% | 0.82% | 1.22% | Q4 2020 | Q3 2023 | 12 |
SPSB | SPDR SER TR | 12 | 12 | 0.15% | 0.82% | 1.61% | Q4 2020 | Q3 2023 | 12 |
VNQ | VANGUARD INDEX FDS | 12 | 12 | 0.66% | 0.82% | 0.90% | Q4 2020 | Q3 2023 | 12 |
MMM | 3M CO | 12 | 12 | 0.35% | 0.81% | 1.06% | Q4 2020 | Q3 2023 | 12 |
DFS | DISCOVER FINL SVCS | 12 | 12 | 0.09% | 0.77% | 1.37% | Q4 2020 | Q3 2023 | 12 |
GD | GENERAL DYNAMICS CORP | 12 | 12 | 0.05% | 0.70% | 1.51% | Q4 2020 | Q3 2023 | 12 |
XLF | SELECT SECTOR SPDR TR | 12 | 12 | 0.44% | 0.65% | 0.80% | Q4 2020 | Q3 2023 | 12 |
HON | HONEYWELL INTL INC | 12 | 12 | 0.47% | 0.59% | 0.77% | Q4 2020 | Q3 2023 | 12 |
VB | VANGUARD INDEX FDS | 12 | 12 | 0.51% | 0.58% | 0.66% | Q4 2020 | Q3 2023 | 12 |
GOOGL | ALPHABET INC | 12 | 12 | 0.29% | 0.53% | 0.74% | Q4 2020 | Q3 2023 | 12 |
FNCL | FIDELITY COVINGTON TRUST | 12 | 12 | 0.39% | 0.48% | 0.55% | Q4 2020 | Q3 2023 | 12 |
SHYG | ISHARES TR | 12 | 12 | 0.06% | 0.43% | 1.09% | Q4 2020 | Q3 2023 | 12 |
JMST | J P MORGAN EXCHANGE-TR... | 12 | 12 | 0.31% | 0.41% | 0.48% | Q4 2020 | Q3 2023 | 12 |
VTEB | VANGUARD MUN BD FDS | 12 | 12 | 0.35% | 0.40% | 0.44% | Q4 2020 | Q3 2023 | 12 |
MUB | ISHARES TR | 12 | 12 | 0.28% | 0.40% | 0.51% | Q4 2020 | Q3 2023 | 12 |
BND | VANGUARD BD INDEX FDS | 12 | 12 | 0.03% | 0.39% | 1.15% | Q4 2020 | Q3 2023 | 12 |
MRK | MERCK & CO. INC | 12 | 12 | 0.04% | 0.38% | 1.42% | Q4 2020 | Q3 2023 | 12 |
BAC | BK OF AMERICA CORP | 12 | 12 | 0.02% | 0.37% | 0.66% | Q4 2020 | Q3 2023 | 12 |
WMT | WALMART INC | 12 | 12 | 0.05% | 0.36% | 0.77% | Q4 2020 | Q3 2023 | 12 |
AMGN | AMGEN INC | 12 | 12 | 0.05% | 0.36% | 0.73% | Q4 2020 | Q3 2023 | 12 |
IVV | ISHARES TR | 12 | 12 | 0.25% | 0.34% | 0.53% | Q4 2020 | Q3 2023 | 12 |
JNJ | JOHNSON & JOHNSON | 12 | 12 | 0.07% | 0.32% | 0.54% | Q4 2020 | Q3 2023 | 12 |
VCLT | VANGUARD SCOTTSDALE FDS | 12 | 12 | 0.06% | 0.25% | 0.59% | Q4 2020 | Q3 2023 | 12 |
VTI | VANGUARD INDEX FDS | 12 | 12 | 0.12% | 0.24% | 0.91% | Q4 2020 | Q3 2023 | 12 |
SUB | ISHARES TR | 12 | 12 | 0.15% | 0.24% | 0.34% | Q4 2020 | Q3 2023 | 12 |
RTX | RTX CORPORATION | 12 | 12 | 0.04% | 0.24% | 0.52% | Q4 2020 | Q3 2023 | 12 |
TSM | TAIWAN SEMICONDUCTOR M... | 12 | 12 | 0.14% | 0.22% | 0.40% | Q4 2020 | Q3 2023 | 12 |
JPIN | J P MORGAN EXCHANGE-TR... | 12 | 12 | 0.11% | 0.19% | 0.28% | Q4 2020 | Q3 2023 | 12 |
VO | VANGUARD INDEX FDS | 12 | 12 | 0.04% | 0.19% | 0.33% | Q4 2020 | Q3 2023 | 12 |
FREL | FIDELITY COVINGTON TRUST | 12 | 12 | 0.13% | 0.19% | 0.26% | Q4 2020 | Q3 2023 | 12 |
JPHY | J P MORGAN EXCHANGE-TR... | 12 | 12 | 0.03% | 0.17% | 0.38% | Q4 2020 | Q3 2023 | 12 |
BRKB | BERKSHIRE HATHAWAY INC... | 12 | 12 | 0.15% | 0.17% | 0.19% | Q4 2020 | Q3 2023 | 12 |
LOW | LOWES COS INC | 12 | 12 | 0.13% | 0.16% | 0.19% | Q4 2020 | Q3 2023 | 12 |
LLY | LILLY ELI & CO | 12 | 12 | 0.09% | 0.14% | 0.16% | Q4 2020 | Q3 2023 | 12 |
MCK | MCKESSON CORP | 12 | 12 | 0.04% | 0.13% | 0.30% | Q4 2020 | Q3 2023 | 12 |
FLRN | SPDR SER TR | 12 | 12 | 0.04% | 0.12% | 0.19% | Q4 2020 | Q3 2023 | 12 |
VIG | VANGUARD SPECIALIZED F... | 12 | 12 | 0.07% | 0.12% | 0.17% | Q4 2020 | Q3 2023 | 12 |
IWF | ISHARES TR | 12 | 12 | 0.08% | 0.11% | 0.22% | Q4 2020 | Q3 2023 | 12 |
SCHD | SCHWAB STRATEGIC TR | 12 | 12 | 0.10% | 0.11% | 0.12% | Q4 2020 | Q3 2023 | 12 |
LMT | LOCKHEED MARTIN CORP | 12 | 12 | 0.02% | 0.11% | 0.32% | Q4 2020 | Q3 2023 | 12 |
BX | BLACKSTONE INC | 12 | 12 | 0.06% | 0.11% | 0.16% | Q4 2020 | Q3 2023 | 12 |
CVX | CHEVRON CORP NEW | 12 | 12 | 0.08% | 0.10% | 0.15% | Q4 2020 | Q3 2023 | 12 |
NYCBPRU | NEW YORK CMNTY CAP TR V | 12 | 12 | 0.05% | 0.09% | 0.16% | Q4 2020 | Q3 2023 | 12 |
XLK | SELECT SECTOR SPDR TR | 12 | 12 | 0.08% | 0.09% | 0.10% | Q4 2020 | Q3 2023 | 12 |
VTV | VANGUARD INDEX FDS | 12 | 12 | 0.06% | 0.08% | 0.10% | Q4 2020 | Q3 2023 | 12 |
BTI | BRITISH AMERN TOB PLC | 12 | 12 | 0.05% | 0.08% | 0.13% | Q4 2020 | Q3 2023 | 12 |
VOO | VANGUARD INDEX FDS | 12 | 12 | 0.02% | 0.07% | 0.16% | Q4 2020 | Q3 2023 | 12 |
VIGI | VANGUARD WHITEHALL FDS | 12 | 12 | 0.04% | 0.07% | 0.11% | Q4 2020 | Q3 2023 | 12 |
XLE | SELECT SECTOR SPDR TR | 12 | 12 | 0.04% | 0.07% | 0.09% | Q4 2020 | Q3 2023 | 12 |
SPY | SPDR S&P 500 ETF TR | 12 | 12 | 0.05% | 0.06% | 0.16% | Q4 2020 | Q3 2023 | 12 |
FENY | FIDELITY COVINGTON TRUST | 12 | 12 | 0.05% | 0.06% | 0.10% | Q4 2020 | Q3 2023 | 12 |
XLY | SELECT SECTOR SPDR TR | 12 | 12 | 0.04% | 0.06% | 0.12% | Q4 2020 | Q3 2023 | 12 |
IWD | ISHARES TR | 12 | 12 | 0.05% | 0.06% | 0.06% | Q4 2020 | Q3 2023 | 12 |
VFH | VANGUARD WORLD FDS | 12 | 12 | 0.04% | 0.05% | 0.07% | Q4 2020 | Q3 2023 | 12 |
NVDA | NVIDIA CORPORATION | 12 | 12 | 0.02% | 0.05% | 0.11% | Q4 2020 | Q3 2023 | 12 |
VGT | VANGUARD WORLD FDS | 12 | 12 | 0.04% | 0.05% | 0.06% | Q4 2020 | Q3 2023 | 12 |
ITOT | ISHARES TR | 12 | 12 | 0.04% | 0.05% | 0.07% | Q4 2020 | Q3 2023 | 12 |
SCZ | ISHARES TR | 12 | 12 | 0.02% | 0.05% | 0.06% | Q4 2020 | Q3 2023 | 12 |
BRKA | BERKSHIRE HATHAWAY INC... | 12 | 12 | 0.04% | 0.04% | 0.05% | Q4 2020 | Q3 2023 | 12 |
DGRW | WISDOMTREE TR | 12 | 12 | 0.03% | 0.04% | 0.04% | Q4 2020 | Q3 2023 | 12 |
EFAV | ISHARES TR | 12 | 12 | 0.03% | 0.04% | 0.04% | Q4 2020 | Q3 2023 | 12 |
VUG | VANGUARD INDEX FDS | 12 | 12 | 0.02% | 0.04% | 0.05% | Q4 2020 | Q3 2023 | 12 |
IVE | ISHARES TR | 12 | 12 | 0.02% | 0.03% | 0.05% | Q4 2020 | Q3 2023 | 12 |
EFA | ISHARES TR | 12 | 12 | 0.02% | 0.03% | 0.04% | Q4 2020 | Q3 2023 | 12 |
DE | DEERE & CO | 12 | 12 | 0.02% | 0.03% | 0.04% | Q4 2020 | Q3 2023 | 12 |
IWR | ISHARES TR | 12 | 12 | 0.02% | 0.03% | 0.04% | Q4 2020 | Q3 2023 | 12 |
VHT | VANGUARD WORLD FDS | 12 | 12 | 0.02% | 0.03% | 0.03% | Q4 2020 | Q3 2023 | 12 |
SPLV | INVESCO EXCH TRADED FD... | 12 | 12 | 0.02% | 0.03% | 0.03% | Q4 2020 | Q3 2023 | 12 |
SPHQ | INVESCO EXCHANGE TRADE... | 12 | 12 | 0.02% | 0.03% | 0.03% | Q4 2020 | Q3 2023 | 12 |
INTC | INTEL CORP | 11 | 11 | 0.02% | 0.16% | 0.76% | Q4 2020 | Q2 2023 | 11 |
VLO | VALERO ENERGY CORP | 7 | 4 | 0.02% | 0.10% | 0.27% | Q4 2020 | Q3 2023 | 11 |
EPD | ENTERPRISE PRODS PARTN... | 7 | 4 | 0.03% | 0.07% | 0.08% | Q4 2020 | Q3 2023 | 11 |
VBR | VANGUARD INDEX FDS | 11 | 11 | 0.02% | 0.07% | 0.09% | Q1 2021 | Q3 2023 | 11 |
TSLA | TESLA INC | 11 | 11 | 0.03% | 0.05% | 0.06% | Q1 2021 | Q3 2023 | 11 |
SCHH | SCHWAB STRATEGIC TR | 11 | 11 | 0.02% | 0.03% | 0.04% | Q1 2021 | Q3 2023 | 11 |
VUSB | VANGUARD BD INDEX FDS | 10 | 10 | 0.05% | 0.22% | 0.47% | Q2 2021 | Q3 2023 | 10 |
BOKF | BOK FINL CORP | 10 | 10 | 0.08% | 0.09% | 0.11% | Q2 2021 | Q3 2023 | 10 |
ICLR | ICON PLC | 7 | 3 | 0.02% | 0.04% | 0.07% | Q4 2020 | Q3 2023 | 10 |
ABBV | ABBVIE INC | 9 | 9 | 0.06% | 1.51% | 1.88% | Q3 2021 | Q3 2023 | 9 |
BFB | BROWN FORMAN CORP | 9 | 9 | 0.60% | 1.32% | 1.62% | Q3 2021 | Q3 2023 | 9 |
GSY | INVESCO ACTIVELY MANAG... | 9 | 9 | 0.02% | 0.30% | 0.52% | Q4 2020 | Q4 2022 | 9 |
IVW | ISHARES TR | 9 | 9 | 0.03% | 0.04% | 0.06% | Q4 2020 | Q4 2022 | 9 |
NEP | NEXTERA ENERGY PARTNER... | 9 | 9 | 0.03% | 0.04% | 0.05% | Q4 2020 | Q4 2022 | 9 |
IWO | ISHARES TR | 9 | 9 | 0.02% | 0.03% | 0.04% | Q4 2020 | Q4 2022 | 9 |
WFCPRL | WELLS FARGO CO NEW | 8 | 8 | 1.44% | 1.57% | 1.88% | Q4 2021 | Q3 2023 | 8 |
BK | BANK NEW YORK MELLON CORP | 5 | 3 | 0.02% | 1.34% | 2.28% | Q4 2020 | Q3 2023 | 8 |
ORCL | ORACLE CORP | 5 | 3 | 0.02% | 0.47% | 1.84% | Q4 2020 | Q3 2023 | 8 |
MO | ALTRIA GROUP INC | 7 | 1 | 0.02% | 0.35% | 0.93% | Q4 2020 | Q3 2023 | 8 |
BACPRL | BK OF AMERICA CORP | 8 | 8 | 0.08% | 0.14% | 0.20% | Q4 2021 | Q3 2023 | 8 |
SPDN | DIREXION SHS ETF TR | 8 | 8 | 0.03% | 0.13% | 0.21% | Q4 2021 | Q3 2023 | 8 |
VEU | VANGUARD INTL EQUITY I... | 8 | 8 | 0.07% | 0.08% | 0.08% | Q4 2021 | Q3 2023 | 8 |
QQQ | INVESCO QQQ TR | 6 | 2 | 0.02% | 0.04% | 0.10% | Q4 2020 | Q3 2023 | 8 |
XLV | SELECT SECTOR SPDR TR | 7 | 1 | 0.02% | 0.03% | 0.06% | Q4 2020 | Q4 2022 | 8 |
IWN | ISHARES TR | 7 | 1 | 0.02% | 0.03% | 0.03% | Q4 2020 | Q4 2022 | 8 |
QQQE | DIREXION SHS ETF TR | 7 | 1 | 0.02% | 0.02% | 0.03% | Q4 2020 | Q2 2023 | 8 |
VOT | VANGUARD INDEX FDS | 6 | 2 | 0.02% | 0.02% | 0.04% | Q4 2020 | Q2 2023 | 8 |
EEMV | ISHARES INC | 7 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2022 | 8 |
CPRT | COPART INC | 7 | 7 | 0.83% | 1.48% | 1.95% | Q1 2022 | Q3 2023 | 7 |
USB | US BANCORP DEL | 7 | 7 | 0.78% | 0.87% | 0.91% | Q4 2020 | Q2 2022 | 7 |
BLK | BLACKROCK INC | 6 | 1 | 0.02% | 0.07% | 0.09% | Q4 2021 | Q3 2023 | 7 |
CRWD | CROWDSTRIKE HLDGS INC | 5 | 2 | 0.02% | 0.05% | 0.10% | Q4 2020 | Q3 2023 | 7 |
CONSTELLATION ENERGY CORP | 7 | 7 | 0.03% | 0.04% | 0.06% | Q1 2022 | Q3 2023 | 7 | |
COP | CONOCOPHILLIPS | 7 | 7 | 0.02% | 0.04% | 0.05% | Q1 2022 | Q3 2023 | 7 |
QCOM | QUALCOMM INC | 4 | 3 | 0.02% | 0.03% | 0.05% | Q4 2020 | Q2 2023 | 7 |
IWM | ISHARES TR | 7 | 7 | 0.02% | 0.03% | 0.03% | Q4 2020 | Q2 2022 | 7 |
BIV | VANGUARD BD INDEX FDS | 6 | 6 | 0.04% | 0.50% | 0.79% | Q2 2022 | Q3 2023 | 6 |
IUSB | ISHARES TR | 6 | 6 | 0.09% | 0.41% | 0.71% | Q2 2022 | Q3 2023 | 6 |
JMUB | J P MORGAN EXCHANGE TR... | 6 | 6 | 0.18% | 0.27% | 0.34% | Q2 2022 | Q3 2023 | 6 |
PEP | PEPSICO INC | 6 | 6 | 0.02% | 0.27% | 0.35% | Q4 2020 | Q1 2022 | 6 |
FLOT | ISHARES TR | 6 | 6 | 0.04% | 0.16% | 0.27% | Q4 2020 | Q1 2022 | 6 |
FTNT | FORTINET INC | 6 | 6 | 0.03% | 0.09% | 0.13% | Q4 2020 | Q1 2022 | 6 |
CMCSA | COMCAST CORP NEW | 4 | 2 | 0.02% | 0.08% | 0.12% | Q4 2020 | Q2 2022 | 6 |
CRM | SALESFORCE INC | 6 | 6 | 0.03% | 0.06% | 0.10% | Q1 2021 | Q2 2022 | 6 |
UBER | UBER TECHNOLOGIES INC | 6 | 6 | 0.04% | 0.06% | 0.08% | Q2 2022 | Q3 2023 | 6 |
VOE | VANGUARD INDEX FDS | 6 | 6 | 0.02% | 0.04% | 0.06% | Q4 2021 | Q1 2023 | 6 |
HLI | HOULIHAN LOKEY INC | 6 | 6 | 0.03% | 0.04% | 0.04% | Q4 2020 | Q1 2022 | 6 |
OKTA | OKTA INC | 4 | 2 | 0.02% | 0.04% | 0.08% | Q4 2020 | Q3 2023 | 6 |
VBK | VANGUARD INDEX FDS | 6 | 6 | 0.02% | 0.03% | 0.04% | Q4 2020 | Q1 2022 | 6 |
ACWX | ISHARES TR | 6 | 6 | 0.02% | 0.02% | 0.03% | Q4 2020 | Q1 2022 | 6 |
IAU | ISHARES GOLD TR | 5 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q3 2023 | 6 |
ZM | ZOOM VIDEO COMMUNICATI... | 5 | 5 | 0.96% | 1.53% | 1.85% | Q3 2022 | Q3 2023 | 5 |
APD | AIR PRODS & CHEMS INC | 5 | 5 | 0.04% | 1.26% | 2.10% | Q4 2020 | Q4 2021 | 5 |
WEC | WEC ENERGY GROUP INC | 5 | 5 | 0.02% | 0.37% | 0.72% | Q3 2021 | Q3 2022 | 5 |
SCHP | SCHWAB STRATEGIC TR | 5 | 5 | 0.16% | 0.23% | 0.28% | Q3 2022 | Q3 2023 | 5 |
CMI | CUMMINS INC | 5 | 5 | 0.15% | 0.20% | 0.23% | Q4 2020 | Q4 2021 | 5 |
BMY | BRISTOL-MYERS SQUIBB CO | 5 | 5 | 0.07% | 0.14% | 0.18% | Q4 2020 | Q4 2021 | 5 |
JEPI | J P MORGAN EXCHANGE TR... | 5 | 5 | 0.03% | 0.11% | 0.15% | Q3 2022 | Q3 2023 | 5 |
IWB | ISHARES TR | 5 | 5 | 0.06% | 0.09% | 0.22% | Q4 2021 | Q4 2022 | 5 |
FTCH | FARFETCH LTD | 5 | 5 | 0.02% | 0.05% | 0.08% | Q4 2020 | Q4 2021 | 5 |
RVLV | REVOLVE GROUP INC | 5 | 5 | 0.02% | 0.04% | 0.05% | Q4 2020 | Q4 2021 | 5 |
VEEV | VEEVA SYS INC | 5 | 5 | 0.02% | 0.03% | 0.04% | Q4 2020 | Q4 2021 | 5 |
DVN | DEVON ENERGY CORP NEW | 5 | 5 | 0.02% | 0.03% | 0.03% | Q3 2022 | Q3 2023 | 5 |
IJS | ISHARES TR | 5 | 5 | 0.02% | 0.03% | 0.03% | Q4 2020 | Q4 2021 | 5 |
FUTY | FIDELITY COVINGTON TRUST | 4 | 1 | 0.02% | 0.03% | 0.03% | Q4 2020 | Q3 2023 | 5 |
BAM | BROOKFIELD ASSET MGMT INC | 5 | 5 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q1 2022 | 5 |
DG | DOLLAR GEN CORP NEW | 5 | 5 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2022 | 5 |
KMB | KIMBERLY-CLARK CORP | 4 | 4 | 0.36% | 0.40% | 0.46% | Q4 2020 | Q3 2021 | 4 |
XLU | SELECT SECTOR SPDR TR | 4 | 4 | 0.07% | 0.08% | 0.08% | Q4 2020 | Q3 2021 | 4 |
DIVB | ISHARES TR | 4 | 4 | 0.05% | 0.07% | 0.08% | Q4 2022 | Q3 2023 | 4 |
WFC | WELLS FARGO CO NEW | 3 | 1 | 0.02% | 0.07% | 0.09% | Q4 2020 | Q4 2021 | 4 |
CHWY | CHEWY INC | 4 | 4 | 0.04% | 0.04% | 0.05% | Q4 2020 | Q3 2021 | 4 |
SHOP | SHOPIFY INC | 4 | 4 | 0.03% | 0.03% | 0.04% | Q4 2020 | Q3 2021 | 4 |
PROSHARES TR | 4 | 4 | 0.02% | 0.03% | 0.04% | Q2 2022 | Q1 2023 | 4 | |
FDIS | FIDELITY COVINGTON TRUST | 3 | 1 | 0.02% | 0.03% | 0.03% | Q4 2020 | Q4 2021 | 4 |
RSP | INVESCO EXCHANGE TRADE... | 2 | 2 | 0.02% | 0.03% | 0.04% | Q1 2021 | Q3 2023 | 4 |
NFLX | NETFLIX INC | 4 | 4 | 0.02% | 0.03% | 0.03% | Q4 2020 | Q3 2021 | 4 |
MGC | VANGUARD WORLD FD | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q3 2021 | 4 |
RY | ROYAL BK CDA SUSTAINABL | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
IYW | ISHARES TR | 4 | 4 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q4 2021 | 4 |
EOG | EOG RES INC | 3 | 3 | 1.49% | 1.57% | 1.74% | Q1 2023 | Q3 2023 | 3 |
CERN | CERNER CORP | 3 | 3 | 1.44% | 1.55% | 1.77% | Q4 2020 | Q2 2021 | 3 |
BCE | BCE INC | 3 | 3 | 0.84% | 0.85% | 0.87% | Q4 2020 | Q2 2021 | 3 |
LYB | LYONDELLBASELL INDUSTR... | 3 | 3 | 0.29% | 0.33% | 0.34% | Q4 2020 | Q2 2021 | 3 |
SCHQ | SCHWAB STRATEGIC TR | 3 | 3 | 0.04% | 0.13% | 0.18% | Q1 2023 | Q3 2023 | 3 |
BLV | VANGUARD BD INDEX FDS | 3 | 3 | 0.08% | 0.10% | 0.12% | Q1 2023 | Q3 2023 | 3 |
BABA | ALIBABA GROUP HLDG LTD | 3 | 3 | 0.07% | 0.08% | 0.08% | Q4 2020 | Q2 2021 | 3 |
ICSH | ISHARES TR | 3 | 3 | 0.06% | 0.07% | 0.10% | Q1 2023 | Q3 2023 | 3 |
SIVB | SVB FINANCIAL GROUP | 3 | 3 | 0.07% | 0.07% | 0.09% | Q3 2021 | Q1 2022 | 3 |
IBM | INTERNATIONAL BUSINESS... | 3 | 3 | 0.07% | 0.07% | 0.08% | Q4 2020 | Q2 2021 | 3 |
TMO | THERMO FISHER SCIENTIF... | 3 | 3 | 0.07% | 0.07% | 0.07% | Q2 2022 | Q4 2022 | 3 |
USHY | ISHARES TR | 3 | 3 | 0.03% | 0.06% | 0.07% | Q1 2023 | Q3 2023 | 3 |
JD | JD.COM INC | 3 | 3 | 0.03% | 0.05% | 0.06% | Q4 2020 | Q2 2021 | 3 |
DHR | DANAHER CORPORATION | 3 | 3 | 0.04% | 0.04% | 0.05% | Q2 2022 | Q4 2022 | 3 |
NOW | SERVICENOW INC | 3 | 3 | 0.03% | 0.04% | 0.04% | Q1 2023 | Q3 2023 | 3 |
ONEY | SPDR SER TR | 3 | 3 | 0.03% | 0.03% | 0.04% | Q1 2023 | Q3 2023 | 3 |
PFE | PFIZER INC | 3 | 3 | 0.03% | 0.03% | 0.04% | Q4 2020 | Q2 2021 | 3 |
BKLN | INVESCO EXCH TRADED FD... | 3 | 3 | 0.03% | 0.03% | 0.04% | Q4 2020 | Q2 2021 | 3 |
XLB | SELECT SECTOR SPDR TR | 3 | 3 | 0.03% | 0.03% | 0.04% | Q4 2020 | Q2 2021 | 3 |
SAIL | SAILPOINT TECHNOLOGIES... | 3 | 3 | 0.03% | 0.03% | 0.04% | Q4 2020 | Q2 2021 | 3 |
T | AT&T INC | 3 | 3 | 0.03% | 0.03% | 0.03% | Q1 2021 | Q3 2021 | 3 |
PANW | PALO ALTO NETWORKS INC | 3 | 3 | 0.02% | 0.03% | 0.04% | Q1 2023 | Q3 2023 | 3 |
SLB | SCHLUMBERGER LTD | 3 | 3 | 0.02% | 0.03% | 0.03% | Q4 2020 | Q2 2021 | 3 |
IWS | ISHARES TR | 3 | 3 | 0.02% | 0.03% | 0.03% | Q2 2022 | Q4 2022 | 3 |
AXP | AMERICAN EXPRESS CO | 3 | 3 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q2 2021 | 3 |
XLC | SELECT SECTOR SPDR TR | 2 | 1 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q3 2023 | 3 |
PNW | PINNACLE WEST CAP CORP | 2 | 2 | 0.51% | 0.52% | 0.53% | Q1 2021 | Q2 2021 | 2 |
OMC | OMNICOM GROUP INC | 2 | 2 | 0.43% | 0.44% | 0.45% | Q4 2020 | Q1 2021 | 2 |
HII | HUNTINGTON INGALLS IND... | 2 | 2 | 0.22% | 0.23% | 0.24% | Q4 2020 | Q1 2021 | 2 |
LUV | SOUTHWEST AIRLS CO | 2 | 2 | 0.10% | 0.11% | 0.12% | Q4 2020 | Q1 2021 | 2 |
CPNG | COUPANG INC | 2 | 2 | 0.07% | 0.08% | 0.09% | Q3 2021 | Q4 2021 | 2 |
PYPL | PAYPAL HLDGS INC | 2 | 2 | 0.06% | 0.06% | 0.07% | Q2 2021 | Q3 2021 | 2 |
ACN | ACCENTURE PLC IRELAND | 2 | 2 | 0.06% | 0.06% | 0.06% | Q4 2020 | Q1 2021 | 2 |
J P MORGAN EXCHANGE TR... | 2 | 2 | 0.03% | 0.03% | 0.04% | Q2 2023 | Q3 2023 | 2 | |
XM | QUALTRICS INTL INC | 2 | 2 | 0.02% | 0.03% | 0.04% | Q4 2021 | Q1 2022 | 2 |
LULU | LULULEMON ATHLETICA INC | 2 | 2 | 0.02% | 0.03% | 0.04% | Q4 2021 | Q1 2022 | 2 |
PSTG | PURE STORAGE INC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2022 | Q3 2022 | 2 |
LINDE PLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 | |
BA | BOEING CO | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q3 2021 | 2 |
MDT | MEDTRONIC PLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q3 2021 | 2 |
VYM | VANGUARD WHITEHALL FDS | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q2 2021 | 2 |
IAU | ISHARES GOLD TRUST | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q1 2021 | 2 |
IYJ | ISHARES TR | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q4 2021 | 2 |
LH | LABORATORY CORP AMER H... | 1 | 1 | 2.00% | 2.00% | 2.00% | Q3 2023 | Q3 2023 | 1 |
GE HEALTHCARE TECHNOLO... | 1 | 1 | 1.94% | 1.94% | 1.94% | Q3 2023 | Q3 2023 | 1 | |
LQD | ISHARES TR | 1 | 1 | 0.30% | 0.30% | 0.30% | Q4 2020 | Q4 2020 | 1 |
D | DOMINION ENERGY INC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q4 2020 | Q4 2020 | 1 |
CHL | CHINA MOBILE LIMITED | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2020 | Q4 2020 | 1 |
SBNY | SIGNATURE BK NEW YORK N Y | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2022 | Q1 2022 | 1 |
QLD | PROSHARES TR | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
SSO | PROSHARES TR | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
OGN | ORGANON & CO | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2021 | Q2 2021 | 1 |
EPV | PROSHARES TR | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2022 | Q3 2022 | 1 |
PDBC | INVESCO ACTVELY MNGD E... | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2022 | Q2 2022 | 1 |
ASML | ASML HOLDING N V | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2022 | Q2 2022 | 1 |
XSVM | INVESCO EXCHANGE TRADE... | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2022 | Q1 2022 | 1 |
TWTR | TWITTER INC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2020 | Q4 2020 | 1 |
VRNT | VERINT SYS INC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2020 | Q4 2020 | 1 |
WARNER BROS DISCOVERY INC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2022 | Q2 2022 | 1 | |
ZS | ZSCALER INC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q4 2021 | 1 |
KENVUE INC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 | |
SCHB | SCHWAB STRATEGIC TR | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
DVY | ISHARES TR | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q2 2022 | 1 |
NET | CLOUDFLARE INC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q3 2021 | 1 |
CSM | PROSHARES TR | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
RCL | ROYAL CARIBBEAN GROUP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q2 2023 | 1 |
PROSHARES TR | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 | |
TPB | TURNING PT BRANDS INC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q1 2021 | 1 |
C | CITIGROUP INC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
DOCU | DOCUSIGN INC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
PCG | PG&E CORP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
FNB | F N B CORP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
NEX | NEXTIER OILFIELD SOLUT... | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
GRAB HOLDINGS LIMITED | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 | |
BIRD GLOBAL INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 | |
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The securities at the top of the list , including UNITEDHEALTH GROUP INC, MICROSOFT CORP, and JPMORGAN CHASE & CO, are the highest-conviction holdings of Galvin, Gaustad & Stein, LLC.
The conviction is calculated by counting the number of quarters a security has been reported by Galvin, Gaustad & Stein, LLC. The higher the number, the higher the conviction and longer the holding period.
This page lists all the securities that Galvin, Gaustad & Stein, LLC owns currently or has owned in the past.