Galvin, Gaustad & Stein, LLC

Q4 2024 13F Holdings

  • Location
    scottsdale, AZ
  • Num holdings

    182

  • Value ($000)

    $1,116,719

  • Date Filed
    01/17/2025
  • Form type
    13F-HR
  • CIK
    0001840945
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2024 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
IEFA
IEFA

ISHARES TR

CORE MSCI EAFE
46432F842
$33.15M
3 %

471,680

LULU
LULU

LULULEMON ATHLETICA INC

COM
550021109
$32.76M
3 %

85,666

AMZN
AMZN

AMAZON COM INC

COM
023135106
$32.33M
3 %

147,362

JPM
JPM

JPMORGAN CHASE & CO.

COM
46625H100
$31.11M
3 %

129,784

UNH
UNH

UNITEDHEALTH GROUP INC

COM
91324P102
$30.44M
3 %

60,167

MSFT
MSFT

MICROSOFT CORP

COM
594918104
$29.82M
3 %

70,749

AAPL
AAPL

APPLE INC

COM
037833100
$29.05M
3 %

116,022

VEA
VEA

VANGUARD TAX-MANAGED FDS

VAN FTSE DEV MKT
921943858
$28.41M
3 %

594,017

KO
KO

COCA COLA CO

COM
191216100
$27.10M
2 %

435,277

V
V

VISA INC

COM CL A
92826C839
$26.79M
2 %

84,756

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