Galvin, Gaustad & Stein, LLC Q2 2025 Filing

Filed July 24, 2025

Portfolio Value

$1.2T

Holdings

191

Report Date

Q2 2025

Filing Type

13F-HR

All Holdings (191 positions)

#StockSharesValue% PortfolioType
101
SPYSPDR S&P 500 ETF TR
1,671$1.0B0.09%
102
LLYELI LILLY & CO
1,263$984.2M0.08%
103
XLKSELECT SECTOR SPDR TR
3,850$974.9M0.08%
104
DGXQUEST DIAGNOSTICS INC
5,258$944.5M0.08%
105
ABBVABBVIE INC
4,877$905.3M0.08%
106
DFAIDIMENSIONAL ETF TRUST
25,640$886.4M0.08%
107
PANWPALO ALTO NETWORKS INC
4,302$880.4M0.08%
108
PHYS/USPROTT PHYSICAL GOLD TR
34,293$869.3M0.07%
109
VUGVANGUARD INDEX FDS
1,921$842.2M0.07%
110
AVGOBROADCOM INC
2,978$820.8M0.07%
111
MOALTRIA GROUP INC
13,926$816.5M0.07%
112
SSOPROSHARES TR
7,945$776.4M0.07%
113
VCRMVANGUARD MUN BD FDS
10,539$775.4M0.07%
114
VCLTVANGUARD SCOTTSDALE FDS
10,041$762.1M0.07%
115
VOOVANGUARD INDEX FDS
1,333$757.3M0.07%
116
QLDPROSHARES TR
6,405$753.9M0.06%
117
VEUVANGUARD INTL EQUITY INDEX F
11,098$746.0M0.06%
118
IBITISHARES BITCOIN TRUST ETF
12,080$739.4M0.06%
119
RTXRTX CORPORATION
4,988$728.3M0.06%
120
ISRGINTUITIVE SURGICAL INC
1,319$716.7M0.06%
121
UPSUNITED PARCEL SERVICE INC
7,080$714.7M0.06%
122
WMTWALMART INC
7,238$707.7M0.06%
123
MCKMCKESSON CORP
916$671.4M0.06%
124
NOWSERVICENOW INC
636$654.1M0.06%
125
FNCLFIDELITY COVINGTON TRUST
8,801$651.6M0.06%
126
GDGENERAL DYNAMICS CORP
2,163$630.9M0.05%
127
CEGCONSTELLATION ENERGY CORP
1,951$629.8M0.05%
128
LOWLOWES COS INC
2,743$608.5M0.05%
129
VBRVANGUARD INDEX FDS
3,031$591.2M0.05%
130
JEPQJ P MORGAN EXCHANGE TRADED F
10,500$571.2M0.05%
131
AMGNAMGEN INC
2,041$570.0M0.05%
132
CSCOCISCO SYS INC
8,109$562.6M0.05%
133
TSLATESLA INC
1,710$543.2M0.05%
134
VGTVANGUARD WORLD FD
792$525.3M0.05%
135
VIGIVANGUARD WHITEHALL FDS
5,477$493.6M0.04%
136
IWDISHARES TR
2,453$476.4M0.04%
137
IAU*ISHARES GOLD TR
7,598$473.8M0.04%
138
LVHILEGG MASON ETF INVT
14,168$461.2M0.04%
139
SBUXSTARBUCKS CORP
4,927$451.4M0.04%
140
SCMBSCHWAB STRATEGIC TR
17,628$443.9M0.04%
141
XLYSELECT SECTOR SPDR TR
1,980$430.3M0.04%
142
VFHVANGUARD WORLD FD
3,368$428.7M0.04%
143
DEDEERE & CO
823$418.7M0.04%
144
DFACDIMENSIONAL ETF TRUST
11,201$401.4M0.03%
145
FENYFIDELITY COVINGTON TRUST
17,033$399.4M0.03%
146
BAC 7.25 PERP LBANK AMERICA CORP
322$390.6M0.03%
147
SCZISHARES TR
5,340$388.1M0.03%
148
QUALISHARES TR
2,095$383.0M0.03%
149
SPHQINVESCO EXCHANGE TRADED FD T
5,229$372.6M0.03%
150
DGRWWISDOMTREE TR
4,400$368.5M0.03%
151
FUTYFIDELITY COVINGTON TRUST
7,000$368.2M0.03%
152
SCHFSCHWAB STRATEGIC TR
16,652$368.0M0.03%
153
EFAVISHARES TR
4,283$360.0M0.03%
154
NRANRG ENERGY INC
2,229$357.9M0.03%
155
VRTVERTIV HOLDINGS CO
2,669$342.7M0.03%
156
AIGAMERICAN INTL GROUP INC
4,000$342.4M0.03%
157
VGLTVANGUARD SCOTTSDALE FDS
6,035$338.7M0.03%
158
BACBANK AMERICA CORP
6,828$323.1M0.03%
159
RSPINVESCO EXCHANGE TRADED FD T
1,718$312.2M0.03%
160
LINLINDE PLC
665$311.8M0.03%
161
FTECFIDELITY COVINGTON TRUST
1,574$310.4M0.03%
162
ZMZOOM COMMUNICATIONS INC
3,835$299.1M0.03%
163
LHLABCORP HOLDINGS INC
1,136$298.2M0.03%
164
RYROYAL BK CDA
2,200$289.4M0.02%
165
ORCLORACLE CORP
1,271$277.8M0.02%
166
DONSPDR DOW JONES INDL AVERAGE
625$275.4M0.02%
167
VOTVANGUARD INDEX FDS
960$273.0M0.02%
168
IWRISHARES TR
2,964$272.6M0.02%
169
MRKMERCK & CO INC
3,395$268.8M0.02%
170
SPLVINVESCO EXCH TRADED FD TR II
3,670$267.2M0.02%
171
IVWISHARES TR
2,406$264.9M0.02%
172
INTUINTUIT
332$261.5M0.02%
173
LMTLOCKHEED MARTIN CORP
555$257.1M0.02%
174
SCHASCHWAB STRATEGIC TR
9,885$250.1M0.02%
175
IWMISHARES TR
1,145$247.1M0.02%
176
NFLXNETFLIX INC
180$241.2M0.02%
177
EFAISHARES TR
2,692$240.7M0.02%
178
VBKVANGUARD INDEX FDS
864$239.3M0.02%
179
VYMVANGUARD WHITEHALL FDS
1,750$233.3M0.02%
180
VUSBVANGUARD BD INDEX FDS
4,527$225.7M0.02%
181
QQQEDIREXION SHS ETF TR
2,295$225.7M0.02%
182
MDLZMONDELEZ INTL INC
3,246$218.9M0.02%
183
WFCWELLS FARGO CO NEW
2,650$212.3M0.02%
184
IWSISHARES TR
1,591$210.2M0.02%
185
IWBISHARES TR
617$209.5M0.02%
186
FRELFIDELITY COVINGTON TRUST
7,744$209.4M0.02%
187
DYNFBLACKROCK ETF TRUST
3,809$207.4M0.02%
188
CYBRCYBERARK SOFTWARE LTD
500$203.4M0.02%
189
AMATAPPLIED MATLS INC
1,100$201.4M0.02%
190
SHCSOTERA HEALTH CO
11,054$122.9M0.01%
191
TNYATENAYA THERAPEUTICS INC
11,000$6.7M0.00%
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