Galvin, Gaustad & Stein, LLC Q4 2023 Filing

Filed January 11, 2024

Portfolio Value

$1.1T

Holdings

183

Report Date

Q4 2023

Filing Type

13F-HR

All Holdings (183 positions)

StockValue
AQLTISHARES TR
$37.0B
UNHUNITEDHEALTH GROUP INC
$33.2B
MSFTMICROSOFT CORP
$32.9B
VEAVANGUARD TAX-MANAGED FDS
$31.4B
AMZNAMAZON COM INC
$29.7B
JPMJPMORGAN CHASE & CO
$29.2B
BKBANK NEW YORK MELLON CORP
$27.5B
KOCOCA COLA CO
$25.1B
VSSVANGUARD INTL EQUITY INDEX F
$24.1B
ZMZOOM VIDEO COMMUNICATIONS IN
$23.6B
AGGISHARES TR
$23.2B
MBBISHARES TR
$22.9B
GEHCGE HEALTHCARE TECHNOLOGIES I
$22.7B
AAPLAPPLE INC
$22.7B
EAELECTRONIC ARTS INC
$22.6B
WMWASTE MGMT INC DEL
$22.4B
LABORATORY CORP AMER HLDGS
$22.1B
VVISA INC
$22.1B
SCHRSCHWAB STRATEGIC TR
$21.4B
COSTCOSTCO WHSL CORP NEW
$21.3B
UNPUNION PAC CORP
$21.1B
CPRTCOPART INC
$20.8B
BF/BBROWN FORMAN CORP
$20.6B
SBUXSTARBUCKS CORP
$20.2B
AZOAUTOZONE INC
$19.4B
HDHOME DEPOT INC
$19.1B
PGPROCTER AND GAMBLE CO
$18.8B
NKENIKE INC
$17.9B
IJRISHARES TR
$16.7B
EOGEOG RES INC
$16.7B
PPLPPL CORP
$15.9B
WFC 7.5 PERP LWELLS FARGO CO NEW
$14.8B
GOOGALPHABET INC
$14.8B
BNDVANGUARD BD INDEX FDS
$13.2B
STIPISHARES TR
$12.9B
IEMGISHARES INC
$12.5B
IGIBISHARES TR
$12.1B
CSCOCISCO SYS INC
$11.9B
VCITVANGUARD SCOTTSDALE FDS
$11.4B
IGSBISHARES TR
$11.3B
MMM3M CO
$11.1B
GOOGLALPHABET INC
$10.9B
BSVVANGUARD BD INDEX FDS
$10.5B
VWOVANGUARD INTL EQUITY INDEX F
$9.7B
FNCLFIDELITY COVINGTON TRUST
$9.5B
VRTXVERTEX PHARMACEUTICALS INC
$8.6B
BIVVANGUARD BD INDEX FDS
$8.5B
SCHOSCHWAB STRATEGIC TR
$8.3B
IUSBISHARES TR
$8.3B
VCSHVANGUARD SCOTTSDALE FDS
$8.1B
VNQVANGUARD INDEX FDS
$7.4B
VBVANGUARD INDEX FDS
$5.6B
MUBISHARES TR
$5.2B
XLFSELECT SECTOR SPDR TR
$5.2B
MAMASTERCARD INCORPORATED
$4.8B
VCLTVANGUARD SCOTTSDALE FDS
$3.7B
VTEBVANGUARD MUN BD FDS
$3.5B
FRELFIDELITY COVINGTON TRUST
$3.4B
JMUBJ P MORGAN EXCHANGE TRADED F
$3.3B
JMSTJ P MORGAN EXCHANGE TRADED F
$3.0B
SCHQSCHWAB STRATEGIC TR
$2.9B
JPSTJ P MORGAN EXCHANGE TRADED F
$2.8B
SCHPSCHWAB STRATEGIC TR
$2.8B
IVVISHARES TR
$2.7B
JNJJOHNSON & JOHNSON
$2.6B
SUBISHARES TR
$2.3B
XOMEXXON MOBIL CORP
$2.3B
IJHISHARES TR
$2.0B
HONHONEYWELL INTL INC
$1.9B
NVDANVIDIA CORPORATION
$1.9B
VIGVANGUARD SPECIALIZED FUNDS
$1.8B
TSMTAIWAN SEMICONDUCTOR MFG LTD
$1.8B
BRK/BBERKSHIRE HATHAWAY INC DEL
$1.6B
SCHDSCHWAB STRATEGIC TR
$1.5B
JEPIJ P MORGAN EXCHANGE TRADED F
$1.5B
VTIVANGUARD INDEX FDS
$1.5B
LLYELI LILLY & CO
$1.5B
UPSUNITED PARCEL SERVICE INC
$1.4B
TFCTRUIST FINL CORP
$1.4B
FUTYFIDELITY COVINGTON TRUST
$1.3B
LOWLOWES COS INC
$1.3B
BLVVANGUARD BD INDEX FDS
$1.3B
BBHYJ P MORGAN EXCHANGE TRADED F
$1.2B
UBERUBER TECHNOLOGIES INC
$1.1B
BLKCHFBLACKROCK INC
$1.1B
XLKSELECT SECTOR SPDR TR
$1.1B
VTVVANGUARD INDEX FDS
$1.1B
DFSEURDISCOVER FINL SVCS
$1.0B
JPINJ P MORGAN EXCHANGE TRADED F
$1.0B
SPSBSPDR SER TR
$984.4M
DIVBISHARES TR
$978.0M
VBRVANGUARD INDEX FDS
$933.0M
BOKFBOK FINL CORP
$926.3M
LVLNSPDR SER TR
$900.9M
IWFISHARES TR
$886.2M
VEUVANGUARD INTL EQUITY INDEX F
$847.6M
BXBLACKSTONE INC
$809.1M
DISDISNEY WALT CO
$808.5M
EPDENTERPRISE PRODS PARTNERS L
$797.6M
CVXCHEVRON CORP NEW
$793.8M
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