Galvin, Gaustad & Stein, LLC
Q1 2025 13F Holdings
- Locationscottsdale, AZ
- Num holdings
181
- Value ($000)
$1,118,596
- Date Filed05/07/2025
- Form type13F-HR
- CIK0001840945
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
IEFA ISHARES TR | CORE MSCI EAFE | 46432F842 | $36.50M | 3 % | 482,449 | ||
UNH UNITEDHEALTH GROUP INC | COM | 91324P102 | $30.50M | 3 % | 58,225 | ||
VEA VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 | $30.27M | 3 % | 595,585 | ||
JPM JPMORGAN CHASE & CO. | COM | 46625H100 | $28.65M | 3 % | 116,800 | ||
V VISA INC | COM CL A | 92826C839 | $28.17M | 3 % | 80,368 | ||
AMZN AMAZON COM INC | COM | 023135106 | $27.11M | 2 % | 142,508 | ||
AZO AUTOZONE INC | COM | 053332102 | $27.04M | 2 % | 7,093 | ||
HCA HCA HEALTHCARE INC | COM | 40412C101 | $26.99M | 2 % | 78,107 | ||
MSFT MICROSOFT CORP | COM | 594918104 | $26.52M | 2 % | 70,639 | ||
AGG ISHARES TR | CORE US AGGBD ET | 464287226 | $26.25M | 2 % | 265,336 |
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