| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q4 2019 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| UNITEDHEALTH GROUP INC | 15 | Q2 2024 | 3.6% |
| MICROSOFT CORP | 15 | Q2 2024 | 3.2% |
| JPMORGAN CHASE & CO. | 15 | Q2 2024 | 3.2% |
| ISHARES TR | 15 | Q2 2024 | 3.6% |
| AMAZON COM INC | 15 | Q2 2024 | 2.8% |
| VANGUARD TAX-MANAGED INTL FD | 15 | Q2 2024 | 3.0% |
| APPLE INC | 15 | Q2 2024 | 2.8% |
| COCA COLA CO | 15 | Q2 2024 | 2.6% |
| ISHARES TR | 15 | Q2 2024 | 2.4% |
| ISHARES TR | 15 | Q2 2024 | 2.2% |
View Galvin, Gaustad & Stein, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-07-17 |
| N-PX | 2024-07-15 |
| 13F-HR | 2024-04-15 |
| 13F-HR | 2024-01-11 |
| 13F-HR | 2023-10-18 |
| 13F-HR | 2023-07-24 |
| 13F-HR | 2023-04-17 |
| 13F-HR | 2023-02-13 |
| 13F-HR | 2022-10-26 |
| 13F-HR | 2022-07-22 |
View Galvin, Gaustad & Stein, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.