Galvin, Gaustad & Stein, LLC Q1 2023 Filing

Filed April 17, 2023

Portfolio Value

$1.0T

Holdings

160

Report Date

Q1 2023

Filing Type

13F-HR

All Holdings (160 positions)

#StockSharesValue% PortfolioType
1
AQLTISHARES TR
482,345$32.2B3.18%
2
MSFTMICROSOFT CORP
108,338$31.2B3.08%
3
UNHUNITEDHEALTH GROUP INC
63,341$29.9B2.95%
4
AMZNAMAZON COM INC
256,609$26.5B2.61%
5
JPMJPMORGAN CHASE & CO
200,287$26.1B2.57%
6
VEAVANGUARD TAX-MANAGED FDS
577,793$26.1B2.57%
7
DISDISNEY WALT CO
248,382$24.9B2.45%
8
MBBISHARES TR
254,124$24.1B2.37%
9
KOCOCA COLA CO
385,792$23.9B2.36%
10
DGXQUEST DIAGNOSTICS INC
165,160$23.4B2.30%
11
BKBANK NEW YORK MELLON CORP
503,849$22.9B2.26%
12
SBUXSTARBUCKS CORP
214,171$22.3B2.20%
13
WMWASTE MGMT INC DEL
134,400$21.9B2.16%
14
AAPLAPPLE INC
129,195$21.3B2.10%
15
NKENIKE INC
171,378$21.0B2.07%
16
VSSVANGUARD INTL EQUITY INDEX F
188,569$20.6B2.03%
17
AGGISHARES TR
205,239$20.4B2.01%
18
EAELECTRONIC ARTS INC
157,122$18.9B1.86%
19
AZOAUTOZONE INC
7,663$18.8B1.86%
20
COSTCOSTCO WHSL CORP NEW
37,770$18.8B1.85%
21
PPLPPL CORP
666,688$18.5B1.83%
22
UNPUNION PAC CORP
91,146$18.3B1.81%
23
CPRTCOPART INC
241,350$18.2B1.79%
24
ABBVABBVIE INC
110,458$17.6B1.73%
25
SCHRSCHWAB STRATEGIC TR
343,056$17.3B1.70%
26
ZMZOOM VIDEO COMMUNICATIONS IN
231,668$17.1B1.69%
27
CTSHCOGNIZANT TECHNOLOGY SOLUTIO
271,364$16.5B1.63%
28
HDHOME DEPOT INC
53,257$15.7B1.55%
29
IJRISHARES TR
162,003$15.7B1.54%
30
BF/BBROWN FORMAN CORP
238,276$15.3B1.51%
31
EOGEOG RES INC
132,026$15.1B1.49%
32
WFC 7.5 PERP LWELLS FARGO CO NEW
12,748$15.0B1.48%
33
STIPISHARES TR
144,923$14.4B1.42%
34
PGPROCTER AND GAMBLE CO
92,831$13.8B1.36%
35
BSVVANGUARD BD INDEX FDS
173,829$13.3B1.31%
36
TFCTRUIST FINL CORP
375,535$12.8B1.26%
37
GOOGALPHABET INC
122,969$12.8B1.26%
38
IGSBISHARES TR
247,071$12.5B1.23%
39
VCITVANGUARD SCOTTSDALE FDS
155,501$12.5B1.23%
40
MAMASTERCARD INCORPORATED
33,464$12.2B1.20%
41
IEMGISHARES INC
248,791$12.1B1.20%
42
VVISA INC
46,182$10.4B1.03%
43
IGIBISHARES TR
202,667$10.4B1.02%
44
VWOVANGUARD INTL EQUITY INDEX F
236,860$9.6B0.94%
45
MMM3M CO
88,923$9.3B0.92%
46
VCSHVANGUARD SCOTTSDALE FDS
121,163$9.2B0.91%
47
BNDVANGUARD BD INDEX FDS
108,762$8.0B0.79%
48
JPSTJ P MORGAN EXCHANGE TRADED F
155,740$7.8B0.77%
49
VNQVANGUARD INDEX FDS
92,240$7.7B0.75%
50
BIVVANGUARD BD INDEX FDS
96,805$7.4B0.73%
51
CSCOCISCO SYS INC
126,204$6.6B0.65%
52
UPSUNITED PARCEL SERVICE INC
32,935$6.4B0.63%
53
VCLTVANGUARD SCOTTSDALE FDS
74,594$5.9B0.59%
54
VBVANGUARD INDEX FDS
28,251$5.4B0.53%
55
HONHONEYWELL INTL INC
27,236$5.2B0.51%
56
GOOGLALPHABET INC
48,750$5.1B0.50%
57
XLFSELECT SECTOR SPDR TR
150,980$4.9B0.48%
58
MUBISHARES TR
44,509$4.8B0.47%
59
FNCLFIDELITY COVINGTON TRUST
103,942$4.7B0.46%
60
IUSBISHARES TR
93,071$4.3B0.42%
61
VTEBVANGUARD MUN BD FDS
78,020$4.0B0.39%
62
AMGNAMGEN INC
16,293$3.9B0.39%
63
BBHYJ P MORGAN EXCHANGE TRADED F
86,815$3.9B0.38%
64
JMSTJ P MORGAN EXCHANGE TRADED F
68,492$3.5B0.34%
65
XOMEXXON MOBIL CORP
29,323$3.2B0.32%
66
JMUBJ P MORGAN EXCHANGE TRADED F
58,618$3.0B0.29%
67
SCHPSCHWAB STRATEGIC TR
51,871$2.8B0.27%
68
IVVISHARES TR
6,163$2.5B0.25%
69
SUBISHARES TR
23,617$2.5B0.24%
70
FRELFIDELITY COVINGTON TRUST
97,636$2.4B0.24%
71
SCHOSCHWAB STRATEGIC TR
44,572$2.2B0.21%
72
SPSBSPDR SER TR
71,662$2.1B0.21%
73
IJHISHARES TR
7,988$2.0B0.20%
74
TSMTAIWAN SEMICONDUCTOR MFG LTD
17,195$1.6B0.16%
75
BRK/BBERKSHIRE HATHAWAY INC DEL
5,082$1.6B0.15%
76
VIGVANGUARD SPECIALIZED FUNDS
9,586$1.5B0.15%
77
LOWLOWES COS INC
7,032$1.4B0.14%
78
JEPIJ P MORGAN EXCHANGE TRADED F
25,250$1.4B0.14%
79
SPDNDIREXION SHS ETF TR
84,148$1.3B0.13%
80
JPINJ P MORGAN EXCHANGE TRADED F
24,539$1.3B0.13%
81
VTIVANGUARD INDEX FDS
6,152$1.3B0.12%
82
CVXCHEVRON CORP NEW
7,123$1.2B0.11%
83
DFSEURDISCOVER FINL SVCS
10,678$1.1B0.10%
84
SCHDSCHWAB STRATEGIC TR
14,239$1.0B0.10%
85
BAC 7.25 PERP LBANK AMERICA CORP
890$1.0B0.10%
86
JNJJOHNSON & JOHNSON
6,563$1.0B0.10%
87
VTVVANGUARD INDEX FDS
7,098$980.3M0.10%
88
LLYLILLY ELI & CO
2,761$948.0M0.09%
89
SHYGISHARES TR
22,408$934.0M0.09%
90
XLKSELECT SECTOR SPDR TR
6,140$927.2M0.09%
91
BOKFBOK FINL CORP
10,815$912.9M0.09%
92
VBRVANGUARD INDEX FDS
5,414$859.5M0.08%
93
BLKCHFBLACKROCK INC
1,242$831.0M0.08%
94
BLVVANGUARD BD INDEX FDS
10,675$818.1M0.08%
95
VEUVANGUARD INTL EQUITY INDEX F
15,248$815.3M0.08%
96
FLRNSPDR SER TR
26,153$795.8M0.08%
97
EPDENTERPRISE PRODS PARTNERS L
30,068$778.8M0.08%
98
VUSBVANGUARD BD INDEX FDS
15,775$776.8M0.08%
99
IWFISHARES TR
3,157$771.3M0.08%
100
DIVBISHARES TR
20,246$755.8M0.07%
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