Fund HoldingsGalvin, Gaustad & Stein, LLC

Total Portfolio Value
$1.09B
Total Bought
$70.92M
Total Sold
$91.23M
Net Transaction
-$20.31M
Filing Period:
Securities
SharesValue ($K)
Q4 2023
Q1 2024
Change
Q4 2023
Q1 2024
Weight (%)
Change
MATCH GROUP INC NEW(MTCH)0383,277+383,277013,9051.28%+13,905
AMERICAN EXPRESS CO(AXP)1,32158,008+56,68724713,2081.22%+12,960
CHEVRON CORP NEW(CVX)062,276+62,27609,8230.90%+9,823
ISHARES TR154,654198,075+43,42116,74121,8912.02%+5,150
AUTOZONE INC(AZO)7,5017,388-11319,39423,2852.14%+3,891
COPART INC(CPRT)425,181414,991-10,19020,83424,0362.21%+3,202
JPMORGAN CHASE & CO(JPM)171,429161,559-9,87029,16032,3602.98%+3,200
VERTEX PHARMACEUTICALS INC(VRTX)21,04727,405+6,3588,56411,4561.05%+2,892
WASTE MGMT INC DEL(WM)124,969117,390-7,57922,38225,0222.30%+2,640
ISHARES TR
CORE MSCI EAFE
525,329528,892+3,56336,95739,2543.61%+2,297
BANK NEW YORK MELLON CORP527,415508,948-18,46727,45229,3262.70%+1,874
FIDELITY MERRIMACK STR TR040,804+40,80401,8490.17%+1,849
PROCTER AND GAMBLE CO(PG)128,227125,402-2,82518,79020,3461.87%+1,556
J P MORGAN EXCHANGE TRADED F
INTRNL RES EQT
022,555+22,55501,4120.13%+1,412
VANGUARD TAX-MANAGED FDS656,387651,243-5,14431,44132,6733.01%+1,232
APPLE INC(AAPL)117,700139,125+21,42522,66123,8572.20%+1,196
EOG RES INC(EOG)0139,756+139,756017,8661.64%+17,866
VISA INC(V)84,82883,123-1,70522,08523,1982.14%+1,113
SCHWAB STRATEGIC TR430,817458,654+27,83721,42022,4972.07%+1,077
COCA COLA CO(KO)425,332426,898+1,56625,06526,1182.40%+1,053
HOME DEPOT INC(HD)55,18252,532-2,65019,12320,1511.85%+1,028
ALPHABET INC(GOOG)78,08878,810+72210,90811,8951.09%+987
SCHWAB STRATEGIC TR171,217191,587+20,3708,2959,2360.85%+941
NVIDIA CORPORATION(NVDA)3,7573,078-6791,8612,7820.26%+921
SCHWAB STRATEGIC TR83,494112,939+29,4452,9293,8090.35%+880
ISHARES TR234,077244,549+10,47223,23223,9512.20%+719
MICROSOFT CORP(MSFT)87,56079,860-7,70032,92633,5993.09%+673
VANGUARD BD INDEX FDS025,818+25,81801,8670.17%+1,867
TAIWAN SEMICONDUCTOR MFG LTD(TSM)16,87917,112+2331,7552,3280.21%+573
ALTRIA GROUP INC(MO)09,646+9,64604210.04%+421
GOLDMAN SACHS GROUP INC(GS)01,007+1,00704210.04%+421
VANGUARD BD INDEX FDS179,545187,539+7,99413,20613,6211.25%+415
TE CONNECTIVITY LTD(TEL)02,748+2,74803990.04%+399
ISHARES TR
CORE UNIVRSL USD
179,399189,826+10,4278,2658,6540.80%+389
AMERICAN INTL GROUP INC04,509+4,50903520.03%+352
EXXON MOBIL CORP022,421+22,42102,6060.24%+2,606
DIMENSIONAL ETF TRUST
INTL CORE EQT MK
010,016+10,01603030.03%+303
ISHARES TR5,7435,768+252,7433,0330.28%+290
ISHARES TR
CORE DIVID ETF
23,82528,064+4,2399781,2490.11%+271
VANGUARD INDEX FDS26,19725,628-5695,5895,8580.54%+270
META PLATFORMS INC(META)2,1222,086-367511,0130.09%+262
ISHARES TR48,31951,017+2,6985,2385,4890.51%+251
ISHARES INC
CORE MSCI EMKT
247,535247,419-11612,52012,7671.18%+246
MASTERCARD INCORPORATED(MA)11,26410,485-7794,8045,0490.46%+245
ISHARES TR01,145+1,14502410.02%+241
BERKSHIRE HATHAWAY INC DEL04,256+4,25601,7900.16%+1,790
VANGUARD INDEX FDS6,2166,509+2931,4751,6920.16%+217
SELECT SECTOR SPDR TR
ST STR SVC ETF
02,557+2,55702090.02%+209
ISHARES TR02,456+2,45602070.02%+207
VANGUARD INTL EQUITY INDEX F209,103207,508-1,59524,05324,2452.23%+192
VANGUARD BD INDEX FDS111,610115,321+3,7118,5258,6950.80%+170
ISHARES TR07,908+7,90809120.08%+912
J P MORGAN EXCHANGE TRADED F
MUNICIPAL ETF
068,578+68,57803,4800.32%+3,480
VANGUARD INDEX FDS7,2797,624+3451,0881,2420.11%+153
DISCOVER FINL SVCS9,3299,154-1751,0491,2000.11%+151
VANGUARD SPECIALIZED FUNDS10,65410,740+861,8151,9610.18%+146
VANGUARD INDEX FDS1,0551,261+2064616060.06%+145
ALPHABET INC(GOOG)104,67197,812-6,85914,75114,8931.37%+142
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
03,074+3,07405210.05%+521
ELI LILLY & CO(LLY)02,027+2,02701,5770.15%+1,577
DIMENSIONAL ETF TRUST
US COR EQU 2 ETF
7,0259,544+2,5192053050.03%+100
J P MORGAN EXCHANGE TRADED F
EQUITY PREMIUM
027,197+27,19701,5740.14%+1,574
BERKSHIRE HATHAWAY INC DEL01+106340.06%+634
MERCK & CO INC(MRK)04,467+4,46705890.05%+589
SCHWAB STRATEGIC TR5,7757,606+1,8312132970.03%+83
ABBVIE INC(ABBV)03,454+3,45406290.06%+629
MCKESSON CORP(MCK)01,151+1,15106180.06%+618
VALERO ENERGY CORP(VLO)01,995+1,99503410.03%+341
SPDR S&P 500 ETF TR(SPY)1,5651,572+77448220.08%+78
ISHARES TR7,39134,958+27,5672,0482,1230.20%+75
SELECT SECTOR SPDR TR
ST STR ENERG ETF
07,045+7,04506650.06%+665
ENTERPRISE PRODS PARTNERS L(EPD)029,810+29,81008700.08%+870
BOK FINL CORP(BOKF)10,81510,81509269950.09%+69
SELECT SECTOR SPDR TR
ST STR TECHN ETF
5,7405,620-1201,1051,1700.11%+66
CROWDSTRIKE HLDGS INC(CRWD)2,4762,175-3016326970.06%+65
SCHWAB STRATEGIC TR19,74119,365-3761,5031,5610.14%+58
ISHARES TR2,9232,800-1238869440.09%+58
GENERAL DYNAMICS CORP(GD)2,3362,33606066600.06%+53
ISHARES GOLD TR(IAU)07,804+7,80403280.03%+328
WALMART INC(WMT)010,243+10,24306160.06%+616
CONOCOPHILLIPS(COP)04,112+4,11205230.05%+523
ISHARES TR
ULTRA SHORT DUR
011,011+11,01105570.05%+557
CONSTELLATION ENERGY CORP(CEG)02,900+2,90005360.05%+536
VANGUARD WORLD FD
INF TECH ETF
1,1591,156-35616060.06%+45
ICON PLC(ICLR)0972+97203270.03%+327
SERVICENOW INC(NOW)75075005305720.05%+42
J P MORGAN EXCHANGE TRADED F
NASDAQ EQT PREM
9,3009,30004645040.05%+40
PROSHARES TR
PSHS ULT S&P 500
06,595+6,59505110.05%+511
VANGUARD INTL EQUITY INDEX F015,098+15,09808850.08%+885
RTX CORPORATION(RTX)5,3705,018-3524524890.05%+38
VANGUARD INDEX FDS01,158+1,15803990.04%+399
WISDOMTREE TR(WT)05,700+5,70004340.04%+434
INVESCO EXCHANGE TRADED FD T
S&P500 QUALITY
05,212+5,21203150.03%+315
PROSHARES TR
PSHS ULTRA QQQ
06,055+6,05505300.05%+530
BANK AMERICA CORP07,100+7,10002690.02%+269
VANGUARD INDEX FDS5,1844,999-1859339590.09%+26
ISHARES TR1,8001,80002062260.02%+20
ISHARES TR77777702042240.02%+20
ISHARES TR03,014+3,01402530.02%+253
VANGUARD WHITEHALL FDS2,0022,000-22232420.02%+18
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