Fund HoldingsGalvin, Gaustad & Stein, LLC

Total Portfolio Value
$1.12B
Total Bought
$108.22M
Total Sold
$99.57M
Net Transaction
+$8.65M
Filing Period:
Securities
SharesValue ($K)
Q2 2024
Q3 2024
Change
Q2 2024
Q3 2024
Weight (%)
Change
LULULEMON ATHLETICA INC(LULU)075,525+75,525020,4941.83%+20,494
UBER TECHNOLOGIES INC(UBER)15,879221,108+205,2291,15416,6181.48%+15,464
GOLDMAN SACHS GROUP INC(GS)1,01330,159+29,14645814,9321.33%+14,474
UNITED THERAPEUTICS CORP DEL(UTHR)025,007+25,00708,9610.80%+8,961
GE HEALTHCARE TECHNOLOGIES I(GEHC)0234,067+234,067021,9671.96%+21,967
MATCH GROUP INC NEW(MTCH)0385,898+385,898014,6021.30%+14,602
HOME DEPOT INC(HD)052,541+52,541021,2901.90%+21,290
COCA COLA CO(KO)436,189431,463-4,72627,76331,0052.76%+3,242
AMERICAN EXPRESS CO(AXP)69,57270,640+1,06816,10919,1581.71%+3,048
ZOOM VIDEO COMMUNICATIONS IN(ZM)0309,975+309,975021,6181.93%+21,618
J P MORGAN EXCHANGE TRADED F
ULTRA SHRT ETF
047,297+47,29702,4000.21%+2,400
AMAZON COM INC(AMZN)122,558139,285+16,72723,68425,9532.31%+2,269
PPL CORP(PPL)579,002546,982-32,02016,00918,0941.61%+2,085
SCHWAB STRATEGIC TR198,686235,169+36,4839,56311,5191.03%+1,956
SCHWAB STRATEGIC TR0474,775+474,775024,0242.14%+24,024
ISHARES TR0196,877+196,877023,0272.05%+23,027
ISHARES TR232,313252,847+20,53411,90813,5831.21%+1,675
LABCORP HOLDINGS INC(LH)89,13388,510-62318,13919,7801.76%+1,641
ISHARES TR0252,246+252,246025,5452.28%+25,545
ISHARES TR6,4218,832+2,4113,5145,0950.45%+1,581
VANGUARD BD INDEX FDS196,403208,864+12,46114,15115,6881.40%+1,537
AUTOZONE INC(AZO)07,425+7,425023,3892.08%+23,389
ISHARES TR0237,341+237,341022,7402.03%+22,740
VISA INC(V)085,781+85,781023,5862.10%+23,586
WELLS FARGO CO NEW(WFC)011,947+11,947015,3181.37%+15,318
UNION PAC CORP(UNP)075,935+75,935018,7161.67%+18,716
ISHARES TR
CORE UNIVRSL USD
197,931214,675+16,7448,95010,1150.90%+1,165
UNITEDHEALTH GROUP INC(UNH)67,96960,973-6,99634,61435,6503.18%+1,036
ISHARES TR
CORE MSCI EAFE
0513,137+513,137040,0503.57%+40,050
ISHARES TR198,360202,273+3,91311,60812,6061.12%+998
TAIWAN SEMICONDUCTOR MFG LTD(TSM)97,712103,491+5,77916,98317,9731.60%+990
VANGUARD INDEX FDS076,833+76,83307,4850.67%+7,485
VANGUARD SCOTTSDALE FDS
INT-TERM CORP
0131,279+131,279010,9950.98%+10,995
VANGUARD INTL EQUITY INDEX F206,770199,225-7,54524,29325,0942.24%+801
VANGUARD BD INDEX FDS0119,805+119,80509,3890.84%+9,389
TE CONNECTIVITY PLC(TEL)04,764+4,76407190.06%+719
ISHARES TR
0-5 YR TIPS ETF
0130,312+130,312013,2031.18%+13,203
FIDELITY COVINGTON TRUST0129,572+129,57203,8200.34%+3,820
ISHARES TR
CORE DIVID ETF
28,22335,262+7,0391,2491,7080.15%+460
ISHARES INC
CORE MSCI EMKT
0213,079+213,079012,2331.09%+12,233
BLACKROCK ETF TRUST II07,250+7,25003880.03%+388
FIDELITY MERRIMACK STR TR42,20648,093+5,8871,8962,2480.20%+352
DIMENSIONAL ETF TRUST
US SMALL CAP ETF
7,02817,528+10,5002025400.05%+338
ISHARES TR0193,468+193,468010,1880.91%+10,188
ISHARES TR
ULTRA SHORT DUR
15,28821,805+6,5177731,1060.10%+334
VANGUARD TAX-MANAGED FDS0621,385+621,385032,8152.92%+32,815
SCHWAB STRATEGIC TR124,139125,290+1,1514,0734,3840.39%+311
MASTERCARD INCORPORATED(MA)09,614+9,61404,7480.42%+4,748
VANGUARD SPECIALIZED FUNDS011,207+11,20702,2200.20%+2,220
VANGUARD BD INDEX FDS27,87829,922+2,0441,9602,2490.20%+290
JOHNSON & JOHNSON(JNJ)015,982+15,98202,5900.23%+2,590
ABBVIE INC(ABBV)04,233+4,23308360.07%+836
VANGUARD INTL EQUITY INDEX F0190,450+190,45009,1130.81%+9,113
VISTRA CORP(VST)02,004+2,00402380.02%+238
ORACLE CORP(ORCL)01,351+1,35102300.02%+230
BERKSHIRE HATHAWAY INC DEL04,178+4,17801,9230.17%+1,923
PHILIP MORRIS INTL INC(PM)10,78910,791+21,0931,3100.12%+217
KENVUE INC(KVUE)09,246+9,24602140.02%+214
VANGUARD INDEX FDS023,334+23,33405,5350.49%+5,535
VANGUARD WORLD FD01,000+1,00002070.02%+207
NRG ENERGY INC(NRG)02,229+2,22902030.02%+203
ISHARES TR02,392+2,39202000.02%+200
VANGUARD SCOTTSDALE FDS
SHRT TRM CORP BD
087,781+87,78106,9720.62%+6,972
TESLA INC(TSLA)1,7642,083+3193495450.05%+196
CROWDSTRIKE HLDGS INC(CRWD)1,9103,275+1,3657329190.08%+187
CONSTELLATION ENERGY CORP(CEG)02,550+2,55006630.06%+663
BLACKSTONE INC(BX)05,537+5,53708480.08%+848
QUEST DIAGNOSTICS INC(DGX)10,1699,982-1871,3921,5500.14%+158
DIMENSIONAL ETF TRUST
INTL CORE EQT MK
13,18417,241+4,0573915480.05%+157
SCHWAB STRATEGIC TR017,987+17,98701,5200.14%+1,520
VANGUARD INDEX FDS07,707+7,70701,3450.12%+1,345
J P MORGAN EXCHANGE TRADED F
EQUITY PREMIUM
29,22730,358+1,1311,6571,8070.16%+150
BOK FINL CORP(BOKF)10,81510,81509911,1310.10%+140
VANGUARD INDEX FDS2,5082,795+2879381,0730.10%+135
ISHARES TR08,099+8,09901,0170.09%+1,017
LOWES COS INC(LOW)02,775+2,77507520.07%+752
VANGUARD SCOTTSDALE FDS
LG-TERM COR BD
025,191+25,19102,0460.18%+2,046
RTX CORPORATION(RTX)5,1885,18805216290.06%+108
META PLATFORMS INC(META)2,8202,670-1501,4221,5280.14%+107
VANGUARD WHITEHALL FDS5,5896,295+7064545560.05%+101
SELECT SECTOR SPDR TR
ST STR DISCR ETF
02,765+2,76505540.05%+554
BANK AMERICA CORP340385+454074900.04%+83
ALTRIA GROUP INC(MO)15,25315,237-166957780.07%+83
WALMART INC(WMT)8,9778,551-4266086900.06%+83
BERKSHIRE HATHAWAY INC DEL01+106910.06%+691
DISCOVER FINL SVCS09,009+9,00901,2640.11%+1,264
VANGUARD INDEX FDS6,5896,484-1051,7631,8360.16%+73
FIDELITY COVINGTON TRUST013,075+13,07506780.06%+678
LOCKHEED MARTIN CORP(LMT)602603+12813520.03%+71
VANGUARD INTL EQUITY INDEX F15,09815,09808859510.08%+66
PFIZER INC(PFE)17,70019,327+1,6274955590.05%+64
VANGUARD SCOTTSDALE FDS
LONG TERM TREAS
4,0354,765+7302332930.03%+60
PROSHARES TR
PSHS ULT S&P 500
6,9006,90005706220.06%+52
STARBUCKS CORP(SBUX)010,869+10,86901,0600.09%+1,060
SPDR S&P 500 ETF TR(SPY)1,5621,56208508960.08%+46
ROYAL BK CDA(RY)2,2982,29802442870.03%+42
BROADCOM INC(AVGO)1321,475+1,3432132540.02%+42
SELECT SECTOR SPDR TR
ST STR FINL ETF
031,807+31,80701,4410.13%+1,441
J P MORGAN EXCHANGE TRADED F
INTRNL RES EQT
019,523+19,52301,2890.11%+1,289
VANGUARD INDEX FDS01,839+1,83904850.04%+485
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