Fund HoldingsGalvin, Gaustad & Stein, LLC

Total Portfolio Value
$1.12B
Total Bought
$84.18M
Total Sold
$85.96M
Net Transaction
-$1.78M
Filing Period:
Securities
SharesValue ($K)
Q4 2024
Q1 2025
Change
Q4 2024
Q1 2025
Weight (%)
Change
MATTEL INC(MAT)0596,618+596,618011,5921.04%+11,592
ZOETIS INC(ZTS)064,846+64,846010,6770.95%+10,677
HCA HEALTHCARE INC(HCA)60,11578,107+17,99218,04426,9902.41%+8,947
GE AEROSPACE(GE)44,26770,922+26,6557,38314,1951.27%+6,812
UBER TECHNOLOGIES INC(UBER)297,545318,389+20,84417,94823,1982.07%+5,250
AUTOZONE INC(AZO)7,3337,093-24023,47927,0432.42%+3,564
ISHARES TR
CORE MSCI EAFE
0482,449+482,449036,4973.26%+36,497
ISHARES TR
MSCI CHINA ETF
239,248264,411+25,16311,21114,3841.29%+3,173
ISHARES INC
CORE MSCI EMKT
0249,698+249,698013,4761.20%+13,476
WASTE MGMT INC DEL(WM)083,092+83,092019,2371.72%+19,237
SCHWAB STRATEGIC TR574,822654,199+79,37713,83015,9231.42%+2,093
LINEAGE INC(LINE)159,426192,786+33,3609,33811,3031.01%+1,965
VANGUARD TAX-MANAGED FDS0595,585+595,585030,2742.71%+30,274
CHEVRON CORP NEW(CVX)71,40372,517+1,11410,34212,1311.08%+1,789
VERTEX PHARMACEUTICALS INC(VRTX)021,361+21,361010,3560.93%+10,356
VANGUARD INTL EQUITY INDEX F0216,416+216,41609,7950.88%+9,795
PPL CORP(PPL)0519,643+519,643018,7641.68%+18,764
VISA INC(V)84,75680,368-4,38826,78628,1662.52%+1,379
GE HEALTHCARE TECHNOLOGIES I(GEHC)0165,788+165,788013,3811.20%+13,381
ISHARES TR0265,336+265,336026,2472.35%+26,247
SCHWAB STRATEGIC TR0996,700+996,700024,7782.22%+24,778
EOG RES INC(EOG)145,262146,819+1,55717,80618,8281.68%+1,022
ISHARES TR
CORE UNIVRSL USD
0231,019+231,019010,6450.95%+10,645
VANGUARD INTL EQUITY INDEX F0201,330+201,330023,2742.08%+23,274
ISHARES TR0237,903+237,903022,3111.99%+22,311
VANGUARD MALVERN FDS12,68618,120+5,4349621,4030.13%+441
ISHARES TR
0-5 YR TIPS ETF
131,782132,295+51313,25713,6891.22%+431
PHILIP MORRIS INTL INC(PM)09,529+9,52901,5120.14%+1,512
LEGG MASON ETF INVT
FRANKLIN INTL LW
011,018+11,01803570.03%+357
ISHARES TR
CORE DIVID ETF
36,35242,787+6,4351,7232,0760.19%+353
J P MORGAN EXCHANGE TRADED F
INTRNL RES EQT
28,69131,465+2,7741,6792,0050.18%+326
JOHNSON & JOHNSON(JNJ)015,859+15,85902,6300.24%+2,630
ADOBE INC(ADBE)0830+83003180.03%+318
ISHARES BITCOIN TRUST ETF(IBIT)4,68012,080+7,4002485650.05%+317
VANGUARD BD INDEX FDS0122,030+122,03009,3440.84%+9,344
VANGUARD BD INDEX FDS219,204218,670-53415,76316,0611.44%+298
INTUITIVE SURGICAL INC4171,019+6022185050.05%+287
ABBVIE INC(ABBV)04,878+4,87801,0220.09%+1,022
BERKSHIRE HATHAWAY INC DEL03,637+3,63701,9370.17%+1,937
MONDELEZ INTL INC(MDLZ)03,246+3,24602200.02%+220
ISHARES TR02,692+2,69202200.02%+220
KENVUE INC(KVUE)08,761+8,76102100.02%+210
WELLS FARGO CO NEW(WFC)012,429+12,429014,9251.33%+14,925
SSGA ACTIVE ETF TR
ST STR TOTAL ETF
05,000+5,00002010.02%+201
J P MORGAN EXCHANGE TRADED F
NASDAQ EQT PREM
12,50017,500+5,0007059060.08%+201
ISHARES TR01,589+1,58902000.02%+200
EXXON MOBIL CORP020,700+20,70002,4620.22%+2,462
VANGUARD MUN BD FDS7,0009,017+2,0175226690.06%+147
DIMENSIONAL ETF TRUST
INTL CORE EQT MK
18,84321,894+3,0515506840.06%+134
ENTERPRISE PRODS PARTNERS L(EPD)34,81035,244+4341,0921,2030.11%+112
SCHWAB STRATEGIC TR056,150+56,15001,5700.14%+1,570
ALTRIA GROUP INC(MO)013,922+13,92208360.07%+836
MCKESSON CORP(MCK)954955+15446430.06%+99
VANGUARD INDEX FDS06,047+6,04701,0450.09%+1,045
LINDE PLC(LIN)0663+66303090.03%+309
ISHARES TR211,951227,876+15,92513,20713,2971.19%+90
BROADCOM INC(AVGO)1,4762,564+1,0883424290.04%+87
RTX CORPORATION(RTX)04,988+4,98806610.06%+661
PROSHARES TR
PSHS ULT S&P 500
07,945+7,94506580.06%+658
CISCO SYS INC(CSCO)8,5209,316+7965045750.05%+71
ISHARES GOLD TR(IAU)7,4497,379-703694350.04%+66
UNITEDHEALTH GROUP INC(UNH)058,225+58,225030,4952.73%+30,495
AMERICAN INTL GROUP INC4,0004,00002913480.03%+57
AMGEN INC(AMGN)2,2882,091-1975966510.06%+55
SCHWAB STRATEGIC TR016,214+16,21403210.03%+321
ISHARES TR8,2769,120+8441,0641,1130.10%+48
MERCK & CO INC(MRK)05,194+5,19404660.04%+466
UNITED THERAPEUTICS CORP DEL(UTHR)26,51230,488+3,9769,3549,3990.84%+44
MASTERCARD INCORPORATED(MA)9,5339,235-2985,0205,0620.45%+42
DEERE & CO(DE)823826+33493880.03%+39
VANGUARD INTL EQUITY INDEX F011,098+11,09806730.06%+673
ISHARES TR
MSCI EAFE MIN VL
04,358+4,35803400.03%+340
SELECT SECTOR SPDR TR
ST STR ENERG ETF
05,855+5,85505470.05%+547
J P MORGAN EXCHANGE TRADED F
EQUITY PREMIUM
31,29731,928+6311,8001,8240.16%+24
ISHARES TR
MSCI USA QLT FCT
1,8352,041+2063273490.03%+22
GENERAL DYNAMICS CORP(GD)02,163+2,16305900.05%+590
VANGUARD WHITEHALL FDS06,215+6,21505150.05%+515
SPDR S&P 500 ETF TR(SPY)1,5711,671+1009219350.08%+14
NRG ENERGY INC(NRG)2,2352,229-62022130.02%+11
FIDELITY COVINGTON TRUST017,655+17,65504510.04%+451
ROYAL BK CDA(RY)2,2002,430+2302652740.02%+9
PROCTER AND GAMBLE CO(PG)093,588+93,588015,9491.43%+15,949
VANGUARD SPECIALIZED FUNDS011,353+11,35302,2020.20%+2,202
ISHARES TR2,4532,45304544620.04%+7
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
1,7081,713+52992970.03%-3
INVESCO EXCHANGE TRADED FD T
S&P500 QUALITY
5,2225,226+43503470.03%-3
INVESCO EXCH TRADED FD TR II3,9853,670-3152792740.02%-5
INTUIT(INTU)33233202092040.02%-5
WISDOMTREE TR(WT)05,400+5,40004310.04%+431
ISHARES TR2,9642,96402622520.02%-10
VANGUARD WORLD FD
FINANCIALS ETF
3,4933,368-1254124020.04%-10
CROWDSTRIKE HLDGS INC(CRWD)3,2153,091-1241,1001,0900.10%-10
VANGUARD INDEX FDS1,8781,87804964860.04%-10
BANK AMERICA CORP6,6006,628+282902770.02%-14
DIMENSIONAL ETF TRUST
US SMALL CAP ETF
19,58920,934+1,3456035890.05%-14
DIMENSIONAL ETF TRUST
US COR EQU 2 ETF
11,14011,167+273853680.03%-17
SPDR DOW JONES INDL AVERAGE(DIA)665625-402832630.02%-20
ISHARES TR2,4062,40602442230.02%-21
VANGUARD INDEX FDS1,010960-502562350.02%-21
VANGUARD INDEX FDS86486402422180.02%-24
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