Galvin, Gaustad & Stein, LLC

13F Filings History

Latest 13F report
Q3 2024 - Nov 1, 2024
Value $
$1.12B
Signature - Title
Kim Jamieson - Chief Compliance Officer
Location
Scottsdale, AZ
Summary
This page shows a list of all the recent 13F filings made by Galvin, Gaustad & Stein, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Galvin, Gaustad & Stein, LLC reported 184 stock holdings with total value $1.12B as of Q3 2024. Top holdings included IEFA, UNH, VEA, MSFT, and KO.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 184 $1.12B +$80.9M -$99.9M -$19M IEFA, UNH, VEA, MSFT, KO 13F-HR 11/1/2024, 02:07 PM
Q2 2024 183 $1.07B +$81.1M -$90.4M -$9.24M IEFA, UNH, MSFT, VEA, JPM 13F-HR 7/17/2024, 03:31 PM
Q1 2024 184 $1.09B +$64.6M -$91.8M -$27.2M IEFA, MSFT, VEA, JPM, UNH 13F-HR 4/15/2024, 11:24 AM
Q4 2023 183 $1.07B +$73.6M -$87.7M -$14.1M IEFA, UNH, MSFT, VEA, AMZN 13F-HR 1/11/2024, 04:52 PM
Q3 2023 168 $987M +$65.7M -$65M +$745K IEFA, UNH, MSFT, VEA, AMZN 13F-HR 10/18/2023, 04:57 PM
Q2 2023 165 $1.03B +$37M -$44.8M -$7.78M IEFA, MSFT, UNH, AMZN, VEA 13F-HR 7/24/2023, 04:42 PM
Q1 2023 160 $1.01B +$62M -$68.7M -$6.67M IEFA, MSFT, UNH, AMZN, JPM 13F-HR 4/17/2023, 01:58 PM
Q4 2022 162 $993M +$72.8M -$85.9M -$13M UNH, JPM, MSFT, KO, DGX 13F-HR 2/13/2023, 11:19 AM
Q3 2022 158 $944M +$95.2M -$60.2M +$35.1M UNH, MSFT, AMZN, JPM, KO 13F-HR 10/26/2022, 10:27 AM
Q2 2022 164 $986M +$90.1M -$73.3M +$16.8M UNH, MSFT, KO, JPM, DGX 13F-HR 7/21/2022, 09:02 PM
Q1 2022 168 $1.11B +$75.3M -$73.4M +$1.84M UNH, MSFT, AMZN, JPM, KO 13F-HR 4/27/2022, 05:24 PM
Q4 2021 174 $1.16B +$102M -$46.7M +$55.3M UNH, MSFT, JPM, AAPL, DGX 13F-HR 1/28/2022, 06:40 PM
Q3 2021 176 $1.04B +$93.3M -$103M -$9.23M JPM, MSFT, UNH, VZ, AMZN 13F-HR 10/29/2021, 05:14 PM
Q2 2021 190 $1.05B +$55.3M -$47.2M +$8.13M MSFT, JPM, AMZN, UNH, VZ 13F-HR 7/29/2021, 04:12 PM
Q1 2021 188 $994M +$35.6M -$37.5M -$1.92M JPM, MSFT, VZ, UNH, IEFA 13F-HR 4/19/2021, 10:09 AM
Q4 2020 183 $952M $0 $0 JPM, MSFT, VZ, AAPL, AMZN 13F-HR 2/4/2021, 09:49 AM