Galvin, Gaustad & Stein, LLC
Q2 2025 13F Holdings
- Locationscottsdale, AZ
- Num holdings
191
- Value ($000)
$1,160,486
- Date Filed07/24/2025
- Form type13F-HR
- CIK0001840945
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q2 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
IEFA ISHARES TR | CORE MSCI EAFE | 46432F842 | $43.04M | 4 % | 515,574 | ||
VEA VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 | $35.64M | 3 % | 625,110 | ||
MSFT MICROSOFT CORP | COM | 594918104 | $34.59M | 3 % | 69,533 | ||
HCA HCA HEALTHCARE INC | COM | 40412C101 | $32.15M | 3 % | 83,921 | ||
JPM JPMORGAN CHASE & CO. | COM | 46625H100 | $31.32M | 3 % | 108,025 | ||
UBER UBER TECHNOLOGIES INC | COM | 90353T100 | $28.80M | 3 % | 308,679 | ||
VSS VANGUARD INTL EQUITY INDEX F | FTSE SMCAP ETF | 922042718 | $28.08M | 2 % | 208,922 | ||
SCHR SCHWAB STRATEGIC TR | INT-TRM U.S TRES | 808524854 | $25.96M | 2 % | 1,037,065 | ||
AZO AUTOZONE INC | COM | 053332102 | $25.29M | 2 % | 6,812 | ||
AMZN AMAZON COM INC | COM | 023135106 | $24.70M | 2 % | 112,563 |
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