MondegarAI
Galvin, Gaustad & Stein, LLC

Q2 2024 · 13F-HR

Galvin, Gaustad & Stein, LLCholdings as filed

Filed 2024-07-17 · accession 0001172661-24-002806

$1.07B
Reported value
183
Positions
2024-06-30
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
46432F842IEFAISHARES TR$39.1M3.63%537,606CommonNONE
91324P102UNHUNITEDHEALTH GROUP INC$34.6M3.22%67,969CommonNONE
594918104MSFTMICROSOFT CORP$34.3M3.19%76,647CommonNONE
921943858VEAVANGUARD TAX-MANAGED FDS$32.5M3.02%657,448CommonNONE
46625H100JPMJPMORGAN CHASE & CO.$30.3M2.81%149,579CommonNONE
064058100BKBANK NEW YORK MELLON CORP$30.0M2.79%501,313CommonNONE
037833100AAPLAPPLE INC$29.9M2.78%141,853CommonNONE
191216100KOCOCA COLA CO$27.8M2.58%436,189CommonNONE
922042718VSSVANGUARD INTL EQUITY INDEX F$24.3M2.26%206,770CommonNONE
464287226AGGISHARES TR$23.9M2.23%246,519CommonNONE
023135106AMZNAMAZON COM INC$23.7M2.20%122,558CommonNONE
285512109EAELECTRONIC ARTS INC$22.8M2.12%163,354CommonNONE
808524854SCHRSCHWAB STRATEGIC TR$22.3M2.07%456,483CommonNONE
92826C839VVISA INC$22.2M2.07%84,672CommonNONE
053332102AZOAUTOZONE INC$22.0M2.05%7,424CommonNONE
742718109PGPROCTER AND GAMBLE CO$21.7M2.02%131,557CommonNONE
464288588MBBISHARES TR$21.4M1.99%232,706CommonNONE
464287804IJRISHARES TR$21.3M1.98%199,994CommonNONE
22160K105COSTCOSTCO WHSL CORP NEW$20.3M1.89%23,838CommonNONE
94106L109WMWASTE MGMT INC DEL$20.2M1.88%94,508CommonNONE
98980L101ZNGAZOOM VIDEO COMMUNICATIONS IN$18.7M1.74%315,670CommonNONE
504922105LHLABCORP HOLDINGS INC$18.1M1.69%89,133CommonNONE
217204106CPRTCOPART INC$18.1M1.68%333,767CommonNONE
36266G107GEHCGE HEALTHCARE TECHNOLOGIES I$18.1M1.68%231,801CommonNONE
437076102HDHOME DEPOT INC$18.0M1.68%52,347CommonNONE
907818108UNPUNION PAC CORP$17.5M1.63%77,455CommonNONE
92532F100VRTXVERTEX PHARMACEUTICALS INC$17.2M1.60%36,685CommonNONE
26875P101EOGEOG RES INC$17.0M1.59%135,374CommonNONE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$17.0M1.58%97,712CommonNONE
02079K107GOOGALPHABET INC$16.9M1.57%92,149CommonNONE
025816109AXPAMERICAN EXPRESS CO$16.1M1.50%69,572CommonNONE
69351T106PPLPPL CORP$16.0M1.49%579,002CommonNONE
921937835BNDVANGUARD BD INDEX FDS$14.2M1.32%196,403CommonNONE
949746804WFC 7.5 PERP LWELLS FARGO CO NEW$14.0M1.30%11,778CommonNONE
438516106HONHONEYWELL INTL INC$14.0M1.30%65,365CommonNONE
02079K305GOOGLALPHABET INC$13.4M1.25%73,794CommonNONE
46429B747STIPISHARES TR$12.6M1.17%126,518CommonNONE
654106103NKENIKE INC$12.1M1.12%160,319CommonNONE
464288638IGIBISHARES TR$11.9M1.11%232,313CommonNONE
46434G103IEMGISHARES INC$11.8M1.10%220,141CommonNONE
464287507IJHISHARES TR$11.6M1.08%198,360CommonNONE
57667L107MTCHMATCH GROUP INC NEW$11.3M1.05%370,316CommonNONE
92206C870VCITVANGUARD SCOTTSDALE FDS$10.1M0.94%126,650CommonNONE
166764100CVXCHEVRON CORP NEW$10.0M0.93%63,696CommonNONE
464288646IGSBISHARES TR$9.9M0.92%192,265CommonNONE
808524862SCHOSCHWAB STRATEGIC TR$9.6M0.89%198,686CommonNONE
921937827BSVVANGUARD BD INDEX FDS$9.4M0.87%122,384CommonNONE
46434V613IUSBISHARES TR$9.0M0.83%197,931CommonNONE
922042858VWOVANGUARD INTL EQUITY INDEX F$8.9M0.83%202,752CommonNONE
921937819BIVVANGUARD BD INDEX FDS$8.6M0.80%114,763CommonNONE
92206C409VCSHVANGUARD SCOTTSDALE FDS$6.8M0.63%87,676CommonNONE
922908553VNQVANGUARD INDEX FDS$6.5M0.61%77,896CommonNONE
464288414MUBISHARES TR$5.4M0.51%51,116CommonNONE
922908751VBVANGUARD INDEX FDS$5.3M0.50%24,433CommonNONE
57636Q104MAMASTERCARD INCORPORATED$4.4M0.41%10,058CommonNONE
67066G104NVDANVIDIA CORPORATION$4.4M0.41%35,754CommonNONE
808524680SCHQSCHWAB STRATEGIC TR$4.1M0.38%124,139CommonNONE
464287200IVVISHARES TR$3.5M0.33%6,421CommonNONE
922907746VTEBVANGUARD MUN BD FDS$3.5M0.33%69,871CommonNONE
46641Q647JMUBJ P MORGAN EXCHANGE TRADED F$3.5M0.32%68,670CommonNONE
316092857FRELFIDELITY COVINGTON TRUST$3.2M0.30%127,247CommonNONE
808524870SCHPSCHWAB STRATEGIC TR$2.7M0.26%52,791CommonNONE
30231G102XOMEXXON MOBIL CORP$2.5M0.23%21,583CommonNONE
46641Q837JPSTJ P MORGAN EXCHANGE TRADED F$2.4M0.22%47,809CommonNONE
478160104JNJJOHNSON & JOHNSON$2.3M0.22%16,007CommonNONE
46641Q654JMSTJ P MORGAN EXCHANGE TRADED F$2.3M0.22%45,676CommonNONE
464288158SUBISHARES TR$2.0M0.19%19,462CommonNONE
921937793BLVVANGUARD BD INDEX FDS$2.0M0.18%27,878CommonNONE
92206C813VCLTVANGUARD SCOTTSDALE FDS$1.9M0.18%25,333CommonNONE
921908844VIGVANGUARD SPECIALIZED FUNDS$1.9M0.18%10,512CommonNONE
316188309FBNDFIDELITY MERRIMACK STR TR$1.9M0.18%42,206CommonNONE
532457108LLYELI LILLY & CO$1.8M0.16%1,954CommonNONE
922908769VTIVANGUARD INDEX FDS$1.8M0.16%6,589CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$1.7M0.16%4,192CommonNONE
46641Q332JEPIJ P MORGAN EXCHANGE TRADED F$1.7M0.15%29,227CommonNONE
30303M102METAMETA PLATFORMS INC$1.4M0.13%2,820CommonNONE
81369Y605XLFSELECT SECTOR SPDR TR$1.4M0.13%34,076CommonNONE
74834L100DGXQUEST DIAGNOSTICS INC$1.4M0.13%10,169CommonNONE
808524797SCHDSCHWAB STRATEGIC TR$1.4M0.13%17,610CommonNONE
81369Y803XLKSELECT SECTOR SPDR TR$1.3M0.12%5,680CommonNONE
46641Q134JIREJ P MORGAN EXCHANGE TRADED F$1.2M0.12%19,948CommonNONE
46435U861DIVBISHARES TR$1.2M0.12%28,223CommonNONE
911312106UPSUNITED PARCEL SERVICE INC$1.2M0.11%9,023CommonNONE
922908744VTVVANGUARD INDEX FDS$1.2M0.11%7,448CommonNONE
254709108DFSEURDISCOVER FINL SVCS$1.2M0.11%9,084CommonNONE
90353T100UBERUBER TECHNOLOGIES INC$1.2M0.11%15,879CommonNONE
718172109PMPHILIP MORRIS INTL INC$1.1M0.10%10,789CommonNONE
464287614IWFISHARES TR$1.0M0.09%2,800CommonNONE
855244109SBUXSTARBUCKS CORP$1.0M0.09%12,978CommonNONE
05561Q201BOKFBOK FINL CORP$991,0870.09%10,815CommonNONE
293792107EPDENTERPRISE PRODS PARTNERS L$979,8140.09%33,810CommonNONE
09247X101BLKCHFBLACKROCK INC$965,8530.09%1,227CommonNONE
922908736VUGVANGUARD INDEX FDS$938,0170.09%2,508CommonNONE
922908611VBRVANGUARD INDEX FDS$907,2060.08%4,970CommonNONE
316092501FNCLFIDELITY COVINGTON TRUST$906,4210.08%15,644CommonNONE
464287150ITOTISHARES TR$888,7410.08%7,482CommonNONE
922042775VEUVANGUARD INTL EQUITY INDEX F$885,3330.08%15,098CommonNONE
81762P102NOWSERVICENOW INC$877,1370.08%1,115CommonNONE
78462F103SPYSPDR S&P 500 ETF TR$850,0720.08%1,562CommonNONE
46434V878ICSHISHARES TR$772,5060.07%15,288CommonNONE
22788C105CRWDCROWDSTRIKE HLDGS INC$731,9870.07%1,910CommonNONE
02209S103MOALTRIA GROUP INC$694,7740.06%15,253CommonNONE
09260D107BXBLACKSTONE INC$684,4570.06%5,529CommonNONE
92204A702VGTVANGUARD WORLD FD$667,6910.06%1,158CommonNONE
922908363VOOVANGUARD INDEX FDS$664,3390.06%1,328CommonNONE
369550108GDGENERAL DYNAMICS CORP$663,1150.06%2,286CommonNONE
81369Y506XLESELECT SECTOR SPDR TR$642,1520.06%7,045CommonNONE
697435105PANWPALO ALTO NETWORKS INC$642,0890.06%1,894CommonNONE
H84989104TEL1USDTE CONNECTIVITY LTD$639,8790.06%4,254CommonNONE
031162100AMGNAMGEN INC$634,9780.06%2,032CommonNONE
74347R206QLDPROSHARES TR$630,3000.06%6,315CommonNONE
548661107LOWLOWES COS INC$626,0180.06%2,840CommonNONE
78464A474SPSBSPDR SER TR$622,4360.06%20,957CommonNONE
58155Q103MCKMCKESSON CORP$614,6030.06%1,052CommonNONE
084670108BRK/ABERKSHIRE HATHAWAY INC DEL$612,2410.06%1CommonNONE
931142103WMTWALMART INC$607,8660.06%8,977CommonNONE
316092865FUTYFIDELITY COVINGTON TRUST$605,5490.06%13,775CommonNONE
00287Y109ABBVABBVIE INC$595,1200.06%3,470CommonNONE
89832Q109TFCTRUIST FINL CORP$579,0590.05%14,905CommonNONE
74347R107SSOPROSHARES TR$569,9400.05%6,900CommonNONE
58933Y105MRKMERCK & CO INC$548,7760.05%4,433CommonNONE
46654Q203JEPQJ P MORGAN EXCHANGE TRADED F$523,0880.05%9,425CommonNONE
75513E101RTXRTX CORPORATION$520,8230.05%5,188CommonNONE
316092402FENYFIDELITY COVINGTON TRUST$517,8750.05%20,641CommonNONE
808524847SCHHSCHWAB STRATEGIC TR$507,3770.05%25,407CommonNONE
717081103PFEPFIZER INC$495,2460.05%17,700CommonNONE
46137V357RSPINVESCO EXCHANGE TRADED FD T$481,5550.04%2,931CommonNONE
21037T109CEGCONSTELLATION ENERGY CORP$480,6480.04%2,400CommonNONE
81369Y407XLYSELECT SECTOR SPDR TR$469,6120.04%2,575CommonNONE
17275R102CSCOCISCO SYS INC$462,8580.04%9,742CommonNONE
38141G104GSGOLDMAN SACHS GROUP INC$458,1200.04%1,013CommonNONE
921946810VIGIVANGUARD WHITEHALL FDS$454,2580.04%5,589CommonNONE
808524649SCMBSCHWAB STRATEGIC TR$451,2290.04%8,779CommonNONE
922908629VOVANGUARD INDEX FDS$445,2220.04%1,839CommonNONE
97717X669DGRWWISDOMTREE TR$444,8850.04%5,700CommonNONE
464287598IWDISHARES TR$431,6410.04%2,474CommonNONE
060505682BAC 7.25 PERP LBANK AMERICA CORP$406,6940.04%340CommonNONE
25434V203DFAIDIMENSIONAL ETF TRUST$391,1550.04%13,184CommonNONE
316092808FTECFIDELITY COVINGTON TRUST$371,5120.03%2,166CommonNONE
25434V708DFACDIMENSIONAL ETF TRUST$357,1390.03%11,078CommonNONE
92204A405VFHVANGUARD WORLD FD$354,3740.03%3,548CommonNONE
88160R101TSLATESLA INC$349,0630.03%1,764CommonNONE
026874784AIGAMERICAN INTL GROUP INC$335,5750.03%4,520CommonNONE
46137V241SPHQINVESCO EXCHANGE TRADED FD T$331,4070.03%5,216CommonNONE
N07059210ASMLASML HOLDING N V$320,1140.03%313CommonNONE
78468R770ONEYSPDR SER TR$317,6950.03%3,062CommonNONE
46429B689EFAVISHARES TR$307,4670.03%4,433CommonNONE
244199105DEDEERE & CO$305,4740.03%818CommonNONE
G4705A100ICLRICON PLC$304,6930.03%972CommonNONE
91913Y100VLOVALERO ENERGY CORP$294,7090.03%1,880CommonNONE
808524805SCHFSCHWAB STRATEGIC TR$292,2230.03%7,606CommonNONE
060505104BACBANK AMERICA CORP$282,3670.03%7,100CommonNONE
46432F339QUALISHARES TR$281,7540.03%1,650CommonNONE
539830109LMTLOCKHEED MARTIN CORP$281,3540.03%602CommonNONE
78467X109DIASPDR DOW JONES INDL AVERAGE$264,0130.02%675CommonNONE
46138E354SPLVINVESCO EXCH TRADED FD TR II$258,8260.02%3,985CommonNONE
92204A504VHTVANGUARD WORLD FD$249,7740.02%939CommonNONE
780087102RYROYAL BK CDA$244,4610.02%2,298CommonNONE
464287499IWRISHARES TR$240,3210.02%2,964CommonNONE
679295105OKTAOKTA INC$238,7260.02%2,550CommonNONE
921946406VYMVANGUARD WHITEHALL FDS$237,2000.02%2,000CommonNONE
25459Y207QQQEDIREXION SHS ETF TR$233,8610.02%2,635CommonNONE
92206C847VGLTVANGUARD SCOTTSDALE FDS$232,7390.02%4,035CommonNONE
464287655IWMISHARES TR$232,3090.02%1,145CommonNONE
922908538VOTVANGUARD INDEX FDS$231,8560.02%1,010CommonNONE
464285204IAUISHARES GOLD TR$228,1720.02%5,194CommonNONE
78468R200FLRNSPDR SER TR$224,4340.02%7,275CommonNONE
G54950103LINLINDE PLC$222,9370.02%508CommonNONE
461202103INTUINTUIT$222,7300.02%339CommonNONE
464287309IVWISHARES TR$222,6780.02%2,406CommonNONE
81369Y852XLCSELECT SECTOR SPDR TR$219,0330.02%2,557CommonNONE
20825C104COPCONOCOPHILLIPS$218,9230.02%1,914CommonNONE
828806109SPGSIMON PPTY GROUP INC NEW$218,8600.02%1,442CommonNONE
81369Y209XLVSELECT SECTOR SPDR TR$218,6250.02%1,500CommonNONE
922908595VBKVANGUARD INDEX FDS$216,1120.02%864CommonNONE
464287754IYJISHARES TR$214,9920.02%1,800CommonNONE
11135F101AVGOBROADCOM INC$212,5140.02%132CommonNONE
609207105MDLZMONDELEZ INTL INC$212,4180.02%3,246CommonNONE
92343V104VZVERIZON COMMUNICATIONS INC$208,8130.02%5,063CommonNONE
88579Y101MMM3M CO$204,0730.02%1,997CommonNONE
25434V815DFSVDIMENSIONAL ETF TRUST$202,2650.02%7,028CommonNONE
464288273SCZISHARES TR$201,6960.02%3,272CommonNONE
25460E869SPDNDIREXION SHS ETF TR$160,0720.01%13,600CommonNONE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.