Galvin, Gaustad & Stein, LLC holdings history

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.

Galvin, Gaustad & Stein, LLC historical holdings. Includes current and past holdings.
Period Weighting Quarter
TickerNameLongestShortestMin.Avg.Max.FirstLatest↓ Count
UNH UNITEDHEALTH GROUP INC12122.27%3.01%3.60%Q4 2020Q3 202312
MSFT MICROSOFT CORP12122.68%2.94%3.19%Q4 2020Q3 202312
JPM JPMORGAN CHASE & CO12122.41%2.75%3.19%Q4 2020Q3 202312
IEFA ISHARES TR12122.19%2.52%3.31%Q4 2020Q3 202312
AMZN AMAZON COM INC12122.12%2.46%2.78%Q4 2020Q3 202312
AAPL APPLE INC12121.72%2.18%2.50%Q4 2020Q3 202312
VEA VANGUARD TAX-MANAGED I...12121.58%2.15%2.76%Q4 2020Q3 202312
SBUX STARBUCKS CORP12121.84%2.03%2.32%Q4 2020Q3 202312
MBB ISHARES TR12121.54%2.01%2.38%Q4 2020Q3 202312
KO COCA COLA CO12121.11%2.00%2.63%Q4 2020Q3 202312
AGG ISHARES TR12121.68%1.96%2.24%Q4 2020Q3 202312
DGX QUEST DIAGNOSTICS INC12120.05%1.92%2.62%Q4 2020Q3 202312
CTSH COGNIZANT TECHNOLOGY S...12121.54%1.79%2.22%Q4 2020Q3 202312
UNP UNION PAC CORP12121.25%1.68%1.97%Q4 2020Q3 202312
BSV VANGUARD BD INDEX FDS12121.24%1.67%2.21%Q4 2020Q3 202312
GOOG ALPHABET INC12121.18%1.65%2.17%Q4 2020Q3 202312
WM WASTE MGMT INC DEL12120.76%1.60%2.40%Q4 2020Q3 202312
IJR ISHARES TR12121.41%1.52%1.64%Q4 2020Q3 202312
EA ELECTRONIC ARTS INC12120.52%1.47%1.95%Q4 2020Q3 202312
VZ VERIZON COMMUNICATIONS...12120.03%1.46%2.66%Q4 2020Q3 202312
COST COSTCO WHSL CORP NEW12121.12%1.45%2.00%Q4 2020Q3 202312
VSS VANGUARD INTL EQUITY I...12120.87%1.43%2.11%Q4 2020Q3 202312
DIS DISNEY WALT CO12120.03%1.39%2.45%Q4 2020Q3 202312
PPL PPL CORP12120.83%1.38%2.01%Q4 2020Q3 202312
NKE NIKE INC12120.77%1.36%2.18%Q4 2020Q3 202312
IGSB ISHARES TR12121.12%1.34%1.62%Q4 2020Q3 202312
VCIT VANGUARD SCOTTSDALE FDS12121.10%1.32%1.79%Q4 2020Q3 202312
FB META PLATFORMS INC12120.03%1.31%2.22%Q4 2020Q3 202312
IJH ISHARES TR12120.19%1.28%2.00%Q4 2020Q3 202312
IEMG ISHARES INC12121.07%1.25%1.52%Q4 2020Q3 202312
SCHR SCHWAB STRATEGIC TR12120.46%1.20%2.02%Q4 2020Q3 202312
AZO AUTOZONE INC12120.42%1.16%1.90%Q4 2020Q3 202312
MA MASTERCARD INCORPORATED12120.46%1.16%1.54%Q4 2020Q3 202312
JPST J P MORGAN EXCHANGE-TR...12120.39%1.12%1.38%Q4 2020Q3 202312
VCSH VANGUARD SCOTTSDALE FDS12120.88%1.10%1.48%Q4 2020Q3 202312
TFC TRUIST FINL CORP12120.70%1.10%1.54%Q4 2020Q3 202312
XOM EXXON MOBIL CORP12120.27%1.09%2.20%Q4 2020Q3 202312
UPS UNITED PARCEL SERVICE INC12120.47%1.06%1.38%Q4 2020Q3 202312
PM PHILIP MORRIS INTL INC12120.05%1.05%1.83%Q4 2020Q3 202312
STIP ISHARES TR12120.34%1.05%1.60%Q4 2020Q3 202312
PG PROCTER AND GAMBLE CO12120.09%0.96%1.37%Q4 2020Q3 202312
SCHO SCHWAB STRATEGIC TR12120.21%0.96%1.81%Q4 2020Q3 202312
HD HOME DEPOT INC12120.32%0.95%1.78%Q4 2020Q3 202312
VWO VANGUARD INTL EQUITY I...12120.86%0.93%1.03%Q4 2020Q3 202312
IGIB ISHARES TR12120.65%0.89%1.22%Q4 2020Q3 202312
V VISA INC12120.46%0.84%1.81%Q4 2020Q3 202312
CSCO CISCO SYS INC12120.58%0.82%1.22%Q4 2020Q3 202312
SPSB SPDR SER TR12120.15%0.82%1.61%Q4 2020Q3 202312
VNQ VANGUARD INDEX FDS12120.66%0.82%0.90%Q4 2020Q3 202312
MMM 3M CO12120.35%0.81%1.06%Q4 2020Q3 202312
DFS DISCOVER FINL SVCS12120.09%0.77%1.37%Q4 2020Q3 202312
GD GENERAL DYNAMICS CORP12120.05%0.70%1.51%Q4 2020Q3 202312
XLF SELECT SECTOR SPDR TR12120.44%0.65%0.80%Q4 2020Q3 202312
HON HONEYWELL INTL INC12120.47%0.59%0.77%Q4 2020Q3 202312
VB VANGUARD INDEX FDS12120.51%0.58%0.66%Q4 2020Q3 202312
GOOGL ALPHABET INC12120.29%0.53%0.74%Q4 2020Q3 202312
FNCL FIDELITY COVINGTON TRUST12120.39%0.48%0.55%Q4 2020Q3 202312
SHYG ISHARES TR12120.06%0.43%1.09%Q4 2020Q3 202312
JMST J P MORGAN EXCHANGE-TR...12120.31%0.41%0.48%Q4 2020Q3 202312
VTEB VANGUARD MUN BD FDS12120.35%0.40%0.44%Q4 2020Q3 202312
MUB ISHARES TR12120.28%0.40%0.51%Q4 2020Q3 202312
BND VANGUARD BD INDEX FDS12120.03%0.39%1.15%Q4 2020Q3 202312
MRK MERCK & CO. INC12120.04%0.38%1.42%Q4 2020Q3 202312
BAC BK OF AMERICA CORP12120.02%0.37%0.66%Q4 2020Q3 202312
WMT WALMART INC12120.05%0.36%0.77%Q4 2020Q3 202312
AMGN AMGEN INC12120.05%0.36%0.73%Q4 2020Q3 202312
IVV ISHARES TR12120.25%0.34%0.53%Q4 2020Q3 202312
JNJ JOHNSON & JOHNSON12120.07%0.32%0.54%Q4 2020Q3 202312
VCLT VANGUARD SCOTTSDALE FDS12120.06%0.25%0.59%Q4 2020Q3 202312
VTI VANGUARD INDEX FDS12120.12%0.24%0.91%Q4 2020Q3 202312
SUB ISHARES TR12120.15%0.24%0.34%Q4 2020Q3 202312
RTX RTX CORPORATION12120.04%0.24%0.52%Q4 2020Q3 202312
TSM TAIWAN SEMICONDUCTOR M...12120.14%0.22%0.40%Q4 2020Q3 202312
JPIN J P MORGAN EXCHANGE-TR...12120.11%0.19%0.28%Q4 2020Q3 202312
VO VANGUARD INDEX FDS12120.04%0.19%0.33%Q4 2020Q3 202312
FREL FIDELITY COVINGTON TRUST12120.13%0.19%0.26%Q4 2020Q3 202312
JPHY J P MORGAN EXCHANGE-TR...12120.03%0.17%0.38%Q4 2020Q3 202312
BRKB BERKSHIRE HATHAWAY INC...12120.15%0.17%0.19%Q4 2020Q3 202312
LOW LOWES COS INC12120.13%0.16%0.19%Q4 2020Q3 202312
LLY LILLY ELI & CO12120.09%0.14%0.16%Q4 2020Q3 202312
MCK MCKESSON CORP12120.04%0.13%0.30%Q4 2020Q3 202312
FLRN SPDR SER TR12120.04%0.12%0.19%Q4 2020Q3 202312
VIG VANGUARD SPECIALIZED F...12120.07%0.12%0.17%Q4 2020Q3 202312
IWF ISHARES TR12120.08%0.11%0.22%Q4 2020Q3 202312
SCHD SCHWAB STRATEGIC TR12120.10%0.11%0.12%Q4 2020Q3 202312
LMT LOCKHEED MARTIN CORP12120.02%0.11%0.32%Q4 2020Q3 202312
BX BLACKSTONE INC12120.06%0.11%0.16%Q4 2020Q3 202312
CVX CHEVRON CORP NEW12120.08%0.10%0.15%Q4 2020Q3 202312
NYCBPRU NEW YORK CMNTY CAP TR V12120.05%0.09%0.16%Q4 2020Q3 202312
XLK SELECT SECTOR SPDR TR12120.08%0.09%0.10%Q4 2020Q3 202312
VTV VANGUARD INDEX FDS12120.06%0.08%0.10%Q4 2020Q3 202312
BTI BRITISH AMERN TOB PLC12120.05%0.08%0.13%Q4 2020Q3 202312
VOO VANGUARD INDEX FDS12120.02%0.07%0.16%Q4 2020Q3 202312
VIGI VANGUARD WHITEHALL FDS12120.04%0.07%0.11%Q4 2020Q3 202312
XLE SELECT SECTOR SPDR TR12120.04%0.07%0.09%Q4 2020Q3 202312
SPY SPDR S&P 500 ETF TR12120.05%0.06%0.16%Q4 2020Q3 202312
FENY FIDELITY COVINGTON TRUST12120.05%0.06%0.10%Q4 2020Q3 202312
XLY SELECT SECTOR SPDR TR12120.04%0.06%0.12%Q4 2020Q3 202312
IWD ISHARES TR12120.05%0.06%0.06%Q4 2020Q3 202312
VFH VANGUARD WORLD FDS12120.04%0.05%0.07%Q4 2020Q3 202312
NVDA NVIDIA CORPORATION12120.02%0.05%0.11%Q4 2020Q3 202312
VGT VANGUARD WORLD FDS12120.04%0.05%0.06%Q4 2020Q3 202312
ITOT ISHARES TR12120.04%0.05%0.07%Q4 2020Q3 202312
SCZ ISHARES TR12120.02%0.05%0.06%Q4 2020Q3 202312
BRKA BERKSHIRE HATHAWAY INC...12120.04%0.04%0.05%Q4 2020Q3 202312
DGRW WISDOMTREE TR12120.03%0.04%0.04%Q4 2020Q3 202312
EFAV ISHARES TR12120.03%0.04%0.04%Q4 2020Q3 202312
VUG VANGUARD INDEX FDS12120.02%0.04%0.05%Q4 2020Q3 202312
IVE ISHARES TR12120.02%0.03%0.05%Q4 2020Q3 202312
EFA ISHARES TR12120.02%0.03%0.04%Q4 2020Q3 202312
DE DEERE & CO12120.02%0.03%0.04%Q4 2020Q3 202312
IWR ISHARES TR12120.02%0.03%0.04%Q4 2020Q3 202312
VHT VANGUARD WORLD FDS12120.02%0.03%0.03%Q4 2020Q3 202312
SPLV INVESCO EXCH TRADED FD...12120.02%0.03%0.03%Q4 2020Q3 202312
SPHQ INVESCO EXCHANGE TRADE...12120.02%0.03%0.03%Q4 2020Q3 202312
INTC INTEL CORP11110.02%0.16%0.76%Q4 2020Q2 202311
VLO VALERO ENERGY CORP740.02%0.10%0.27%Q4 2020Q3 202311
EPD ENTERPRISE PRODS PARTN...740.03%0.07%0.08%Q4 2020Q3 202311
VBR VANGUARD INDEX FDS11110.02%0.07%0.09%Q1 2021Q3 202311
TSLA TESLA INC11110.03%0.05%0.06%Q1 2021Q3 202311
SCHH SCHWAB STRATEGIC TR11110.02%0.03%0.04%Q1 2021Q3 202311
VUSB VANGUARD BD INDEX FDS10100.05%0.22%0.47%Q2 2021Q3 202310
BOKF BOK FINL CORP10100.08%0.09%0.11%Q2 2021Q3 202310
ICLR ICON PLC730.02%0.04%0.07%Q4 2020Q3 202310
ABBV ABBVIE INC990.06%1.51%1.88%Q3 2021Q3 20239
BFB BROWN FORMAN CORP990.60%1.32%1.62%Q3 2021Q3 20239
GSY INVESCO ACTIVELY MANAG...990.02%0.30%0.52%Q4 2020Q4 20229
IVW ISHARES TR990.03%0.04%0.06%Q4 2020Q4 20229
NEP NEXTERA ENERGY PARTNER...990.03%0.04%0.05%Q4 2020Q4 20229
IWO ISHARES TR990.02%0.03%0.04%Q4 2020Q4 20229
WFCPRL WELLS FARGO CO NEW881.44%1.57%1.88%Q4 2021Q3 20238
BK BANK NEW YORK MELLON CORP530.02%1.34%2.28%Q4 2020Q3 20238
ORCL ORACLE CORP530.02%0.47%1.84%Q4 2020Q3 20238
MO ALTRIA GROUP INC710.02%0.35%0.93%Q4 2020Q3 20238
BACPRL BK OF AMERICA CORP880.08%0.14%0.20%Q4 2021Q3 20238
SPDN DIREXION SHS ETF TR880.03%0.13%0.21%Q4 2021Q3 20238
VEU VANGUARD INTL EQUITY I...880.07%0.08%0.08%Q4 2021Q3 20238
QQQ INVESCO QQQ TR620.02%0.04%0.10%Q4 2020Q3 20238
XLV SELECT SECTOR SPDR TR710.02%0.03%0.06%Q4 2020Q4 20228
IWN ISHARES TR710.02%0.03%0.03%Q4 2020Q4 20228
QQQE DIREXION SHS ETF TR710.02%0.02%0.03%Q4 2020Q2 20238
VOT VANGUARD INDEX FDS620.02%0.02%0.04%Q4 2020Q2 20238
EEMV ISHARES INC710.02%0.02%0.02%Q4 2020Q4 20228
CPRT COPART INC770.83%1.48%1.95%Q1 2022Q3 20237
USB US BANCORP DEL770.78%0.87%0.91%Q4 2020Q2 20227
BLK BLACKROCK INC610.02%0.07%0.09%Q4 2021Q3 20237
CRWD CROWDSTRIKE HLDGS INC520.02%0.05%0.10%Q4 2020Q3 20237
CONSTELLATION ENERGY CORP770.03%0.04%0.06%Q1 2022Q3 20237
COP CONOCOPHILLIPS770.02%0.04%0.05%Q1 2022Q3 20237
QCOM QUALCOMM INC430.02%0.03%0.05%Q4 2020Q2 20237
IWM ISHARES TR770.02%0.03%0.03%Q4 2020Q2 20227
BIV VANGUARD BD INDEX FDS660.04%0.50%0.79%Q2 2022Q3 20236
IUSB ISHARES TR660.09%0.41%0.71%Q2 2022Q3 20236
JMUB J P MORGAN EXCHANGE TR...660.18%0.27%0.34%Q2 2022Q3 20236
PEP PEPSICO INC660.02%0.27%0.35%Q4 2020Q1 20226
FLOT ISHARES TR660.04%0.16%0.27%Q4 2020Q1 20226
FTNT FORTINET INC660.03%0.09%0.13%Q4 2020Q1 20226
CMCSA COMCAST CORP NEW420.02%0.08%0.12%Q4 2020Q2 20226
CRM SALESFORCE INC660.03%0.06%0.10%Q1 2021Q2 20226
UBER UBER TECHNOLOGIES INC660.04%0.06%0.08%Q2 2022Q3 20236
VOE VANGUARD INDEX FDS660.02%0.04%0.06%Q4 2021Q1 20236
HLI HOULIHAN LOKEY INC660.03%0.04%0.04%Q4 2020Q1 20226
OKTA OKTA INC420.02%0.04%0.08%Q4 2020Q3 20236
VBK VANGUARD INDEX FDS660.02%0.03%0.04%Q4 2020Q1 20226
ACWX ISHARES TR660.02%0.02%0.03%Q4 2020Q1 20226
IAU ISHARES GOLD TR510.02%0.02%0.02%Q1 2022Q3 20236
ZM ZOOM VIDEO COMMUNICATI...550.96%1.53%1.85%Q3 2022Q3 20235
APD AIR PRODS & CHEMS INC550.04%1.26%2.10%Q4 2020Q4 20215
WEC WEC ENERGY GROUP INC550.02%0.37%0.72%Q3 2021Q3 20225
SCHP SCHWAB STRATEGIC TR550.16%0.23%0.28%Q3 2022Q3 20235
CMI CUMMINS INC550.15%0.20%0.23%Q4 2020Q4 20215
BMY BRISTOL-MYERS SQUIBB CO550.07%0.14%0.18%Q4 2020Q4 20215
JEPI J P MORGAN EXCHANGE TR...550.03%0.11%0.15%Q3 2022Q3 20235
IWB ISHARES TR550.06%0.09%0.22%Q4 2021Q4 20225
FTCH FARFETCH LTD550.02%0.05%0.08%Q4 2020Q4 20215
RVLV REVOLVE GROUP INC550.02%0.04%0.05%Q4 2020Q4 20215
VEEV VEEVA SYS INC550.02%0.03%0.04%Q4 2020Q4 20215
DVN DEVON ENERGY CORP NEW550.02%0.03%0.03%Q3 2022Q3 20235
IJS ISHARES TR550.02%0.03%0.03%Q4 2020Q4 20215
FUTY FIDELITY COVINGTON TRUST410.02%0.03%0.03%Q4 2020Q3 20235
BAM BROOKFIELD ASSET MGMT INC550.02%0.02%0.02%Q1 2021Q1 20225
DG DOLLAR GEN CORP NEW550.02%0.02%0.02%Q4 2021Q4 20225
KMB KIMBERLY-CLARK CORP440.36%0.40%0.46%Q4 2020Q3 20214
XLU SELECT SECTOR SPDR TR440.07%0.08%0.08%Q4 2020Q3 20214
DIVB ISHARES TR440.05%0.07%0.08%Q4 2022Q3 20234
WFC WELLS FARGO CO NEW310.02%0.07%0.09%Q4 2020Q4 20214
CHWY CHEWY INC440.04%0.04%0.05%Q4 2020Q3 20214
SHOP SHOPIFY INC440.03%0.03%0.04%Q4 2020Q3 20214
PROSHARES TR440.02%0.03%0.04%Q2 2022Q1 20234
FDIS FIDELITY COVINGTON TRUST310.02%0.03%0.03%Q4 2020Q4 20214
RSP INVESCO EXCHANGE TRADE...220.02%0.03%0.04%Q1 2021Q3 20234
NFLX NETFLIX INC440.02%0.03%0.03%Q4 2020Q3 20214
MGC VANGUARD WORLD FD440.02%0.02%0.02%Q4 2020Q3 20214
RY ROYAL BK CDA SUSTAINABL440.02%0.02%0.02%Q4 2022Q3 20234
IYW ISHARES TR440.02%0.02%0.02%Q1 2021Q4 20214
EOG EOG RES INC331.49%1.57%1.74%Q1 2023Q3 20233
CERN CERNER CORP331.44%1.55%1.77%Q4 2020Q2 20213
BCE BCE INC330.84%0.85%0.87%Q4 2020Q2 20213
LYB LYONDELLBASELL INDUSTR...330.29%0.33%0.34%Q4 2020Q2 20213
SCHQ SCHWAB STRATEGIC TR330.04%0.13%0.18%Q1 2023Q3 20233
BLV VANGUARD BD INDEX FDS330.08%0.10%0.12%Q1 2023Q3 20233
BABA ALIBABA GROUP HLDG LTD330.07%0.08%0.08%Q4 2020Q2 20213
ICSH ISHARES TR330.06%0.07%0.10%Q1 2023Q3 20233
SIVB SVB FINANCIAL GROUP330.07%0.07%0.09%Q3 2021Q1 20223
IBM INTERNATIONAL BUSINESS...330.07%0.07%0.08%Q4 2020Q2 20213
TMO THERMO FISHER SCIENTIF...330.07%0.07%0.07%Q2 2022Q4 20223
USHY ISHARES TR330.03%0.06%0.07%Q1 2023Q3 20233
JD JD.COM INC330.03%0.05%0.06%Q4 2020Q2 20213
DHR DANAHER CORPORATION330.04%0.04%0.05%Q2 2022Q4 20223
NOW SERVICENOW INC330.03%0.04%0.04%Q1 2023Q3 20233
ONEY SPDR SER TR330.03%0.03%0.04%Q1 2023Q3 20233
PFE PFIZER INC330.03%0.03%0.04%Q4 2020Q2 20213
BKLN INVESCO EXCH TRADED FD...330.03%0.03%0.04%Q4 2020Q2 20213
XLB SELECT SECTOR SPDR TR330.03%0.03%0.04%Q4 2020Q2 20213
SAIL SAILPOINT TECHNOLOGIES...330.03%0.03%0.04%Q4 2020Q2 20213
T AT&T INC330.03%0.03%0.03%Q1 2021Q3 20213
PANW PALO ALTO NETWORKS INC330.02%0.03%0.04%Q1 2023Q3 20233
SLB SCHLUMBERGER LTD330.02%0.03%0.03%Q4 2020Q2 20213
IWS ISHARES TR330.02%0.03%0.03%Q2 2022Q4 20223
AXP AMERICAN EXPRESS CO330.02%0.02%0.02%Q4 2020Q2 20213
XLC SELECT SECTOR SPDR TR210.02%0.02%0.02%Q2 2021Q3 20233
PNW PINNACLE WEST CAP CORP220.51%0.52%0.53%Q1 2021Q2 20212
OMC OMNICOM GROUP INC220.43%0.44%0.45%Q4 2020Q1 20212
HII HUNTINGTON INGALLS IND...220.22%0.23%0.24%Q4 2020Q1 20212
LUV SOUTHWEST AIRLS CO220.10%0.11%0.12%Q4 2020Q1 20212
CPNG COUPANG INC220.07%0.08%0.09%Q3 2021Q4 20212
PYPL PAYPAL HLDGS INC220.06%0.06%0.07%Q2 2021Q3 20212
ACN ACCENTURE PLC IRELAND220.06%0.06%0.06%Q4 2020Q1 20212
J P MORGAN EXCHANGE TR...220.03%0.03%0.04%Q2 2023Q3 20232
XM QUALTRICS INTL INC220.02%0.03%0.04%Q4 2021Q1 20222
LULU LULULEMON ATHLETICA INC220.02%0.03%0.04%Q4 2021Q1 20222
PSTG PURE STORAGE INC220.03%0.03%0.03%Q2 2022Q3 20222
LINDE PLC220.02%0.02%0.02%Q2 2023Q3 20232
BA BOEING CO220.02%0.02%0.02%Q2 2021Q3 20212
MDT MEDTRONIC PLC220.02%0.02%0.02%Q2 2021Q3 20212
VYM VANGUARD WHITEHALL FDS220.02%0.02%0.02%Q1 2021Q2 20212
IAU ISHARES GOLD TRUST220.02%0.02%0.02%Q4 2020Q1 20212
IYJ ISHARES TR110.02%0.02%0.02%Q2 2021Q4 20212
LH LABORATORY CORP AMER H...112.00%2.00%2.00%Q3 2023Q3 20231
GE HEALTHCARE TECHNOLO...111.94%1.94%1.94%Q3 2023Q3 20231
LQD ISHARES TR110.30%0.30%0.30%Q4 2020Q4 20201
D DOMINION ENERGY INC110.20%0.20%0.20%Q4 2020Q4 20201
CHL CHINA MOBILE LIMITED110.09%0.09%0.09%Q4 2020Q4 20201
SBNY SIGNATURE BK NEW YORK N Y110.07%0.07%0.07%Q1 2022Q1 20221
QLD PROSHARES TR110.05%0.05%0.05%Q3 2023Q3 20231
SSO PROSHARES TR110.05%0.05%0.05%Q3 2023Q3 20231
OGN ORGANON & CO110.05%0.05%0.05%Q2 2021Q2 20211
EPV PROSHARES TR110.04%0.04%0.04%Q3 2022Q3 20221
PDBC INVESCO ACTVELY MNGD E...110.04%0.04%0.04%Q2 2022Q2 20221
ASML ASML HOLDING N V110.04%0.04%0.04%Q2 2022Q2 20221
XSVM INVESCO EXCHANGE TRADE...110.03%0.03%0.03%Q1 2022Q1 20221
TWTR TWITTER INC110.03%0.03%0.03%Q4 2020Q4 20201
VRNT VERINT SYS INC110.03%0.03%0.03%Q4 2020Q4 20201
WARNER BROS DISCOVERY INC110.03%0.03%0.03%Q2 2022Q2 20221
ZS ZSCALER INC110.03%0.03%0.03%Q4 2021Q4 20211
KENVUE INC110.03%0.03%0.03%Q3 2023Q3 20231
SCHB SCHWAB STRATEGIC TR110.02%0.02%0.02%Q4 2021Q4 20211
DVY ISHARES TR110.02%0.02%0.02%Q2 2022Q2 20221
NET CLOUDFLARE INC110.02%0.02%0.02%Q3 2021Q3 20211
CSM PROSHARES TR110.02%0.02%0.02%Q1 2022Q1 20221
RCL ROYAL CARIBBEAN GROUP110.02%0.02%0.02%Q2 2023Q2 20231
PROSHARES TR110.02%0.02%0.02%Q1 2022Q1 20221
TPB TURNING PT BRANDS INC110.02%0.02%0.02%Q1 2021Q1 20211
C CITIGROUP INC110.02%0.02%0.02%Q4 2022Q4 20221
DOCU DOCUSIGN INC110.02%0.02%0.02%Q1 2022Q1 20221
PCG PG&E CORP110.01%0.01%0.01%Q4 2020Q4 20201
FNB F N B CORP110.01%0.01%0.01%Q4 2022Q4 20221
NEX NEXTIER OILFIELD SOLUT...110.01%0.01%0.01%Q3 2022Q3 20221
GRAB HOLDINGS LIMITED110.01%0.01%0.01%Q4 2021Q4 20211
BIRD GLOBAL INC110.00%0.00%0.00%Q1 2023Q1 20231

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.