Galvin, Gaustad & Stein, LLC Diversified Active

CIK: 0001840945 · Show all filings

Period: Q1 2022 (← Previous) (Next →)

Filing Date: Apr 27, 2022

Total Value ($000): $1,109,410 (100.0% shares, 0.0% debt)

Holdings (168)

UNH UNITEDHEALTH GROUP INC 3.5%
Value ($000) $38,342 Shares 75,185 Est. Cost $320.78 Unrealized +40.6%
MSFT MICROSOFT CORP 3.1%
Value ($000) $33,975 Shares 110,198 Est. Cost $207.87 Unrealized +40.2%
AMZN AMAZON COM INC 2.6%
Value ($000) $28,740 Shares 8,816 Est. Cost $161.10 Unrealized -4.1%
JPM JPMORGAN CHASE & CO 2.5%
Value ($000) $28,282 Shares 207,468 Est. Cost $99.32 Unrealized +34.6%
KO COCA COLA CO 2.4%
Value ($000) $26,604 Shares 429,101 Est. Cost $46.89 Unrealized +15.3%
VZ VERIZON COMMUNICATIONS INC 2.4%
Value ($000) $26,553 Shares 521,253 Est. Cost $43.69 Unrealized -5.0%
AAPL APPLE INC 2.3%
Value ($000) $25,150 Shares 144,033 Est. Cost $117.17 Unrealized +40.7%
IEFA ISHARES TR 2.2%
Value ($000) $24,613 Shares 354,096 Est. Cost $69.60 Unrealized
CTSH COGNIZANT TECHNOLOGY SOLUTIO 2.2%
Value ($000) $24,583 Shares 274,152 Est. Cost $70.24 Unrealized +17.4%
DGX QUEST DIAGNOSTICS INC 2.1%
Value ($000) $23,746 Shares 173,503 Est. Cost $118.12 Unrealized +9.3%
VEA VANGUARD TAX-MANAGED INTL FD 2.1%
Value ($000) $22,759 Shares 473,860 Est. Cost $48.42 Unrealized
DIS DISNEY WALT CO 2.0%
Value ($000) $22,519 Shares 164,178 Est. Cost $153.05 Unrealized -7.7%
UNP UNION PAC CORP 2.0%
Value ($000) $21,829 Shares 79,898 Est. Cost $185.53 Unrealized +24.3%
META META PLATFORMS INC 1.9%
Value ($000) $21,237 Shares 95,510 Est. Cost $269.87 Unrealized -8.0%
SBUX STARBUCKS CORP 1.9%
Value ($000) $21,058 Shares 231,478 Est. Cost $88.94 Unrealized -3.4%
ABBV ABBVIE INC 1.9%
Value ($000) $20,915 Shares 129,017 Est. Cost $97.22 Unrealized +30.0%
MBB ISHARES TR 1.9%
Value ($000) $20,585 Shares 202,073 Est. Cost $109.41 Unrealized
IJH ISHARES TR 1.8%
Value ($000) $20,060 Shares 74,756 Est. Cost $229.83 Unrealized
GOOG ALPHABET INC 1.7%
Value ($000) $19,295 Shares 6,908 Est. Cost $83.74 Unrealized +61.1%
EA ELECTRONIC ARTS INC 1.7%
Value ($000) $19,270 Shares 152,320 Est. Cost $131.25 Unrealized -3.0%
AGG ISHARES TR 1.7%
Value ($000) $18,626 Shares 173,910 Est. Cost $118.01 Unrealized
WELLS FARGO CO NEW 1.7%
Value ($000) $18,578 Shares 14,021 Est. Cost $1490.56 Unrealized
BSV VANGUARD BD INDEX FDS 1.6%
Value ($000) $17,856 Shares 229,217 Est. Cost $82.90 Unrealized
XOM EXXON MOBIL CORP 1.6%
Value ($000) $17,811 Shares 215,655 Est. Cost $37.65 Unrealized +80.3%
PM PHILIP MORRIS INTL INC 1.6%
Value ($000) $17,445 Shares 185,701 Est. Cost $63.42 Unrealized +30.5%
STIP ISHARES TR 1.4%
Value ($000) $15,830 Shares 150,847 Est. Cost $105.04 Unrealized
IJR ISHARES TR 1.4%
Value ($000) $15,606 Shares 144,662 Est. Cost $92.15 Unrealized
GD GENERAL DYNAMICS CORP 1.4%
Value ($000) $15,307 Shares 63,466 Est. Cost $140.38 Unrealized +45.9%
WM WASTE MGMT INC DEL 1.3%
Value ($000) $14,825 Shares 93,531 Est. Cost $117.77 Unrealized +21.0%
VSS VANGUARD INTL EQUITY INDEX F 1.3%
Value ($000) $14,625 Shares 118,052 Est. Cost $125.80 Unrealized
UPS UNITED PARCEL SERVICE INC 1.3%
Value ($000) $14,220 Shares 66,308 Est. Cost $136.91 Unrealized +29.4%
DISCOVER FINL SVCS 1.3%
Value ($000) $14,121 Shares 128,150 Est. Cost $93.37 Unrealized
MA MASTERCARD INCORPORATED 1.3%
Value ($000) $13,955 Shares 39,048 Est. Cost $323.35 Unrealized +8.7%
BF/B BROWN FORMAN CORP 1.3%
Value ($000) $13,928 Shares 207,826 Est. Cost $64.22 Unrealized -3.5%
COST COSTCO WHSL CORP NEW 1.3%
Value ($000) $13,907 Shares 24,151 Est. Cost $347.39 Unrealized +44.2%
JPST J P MORGAN EXCHANGE-TRADED F 1.2%
Value ($000) $13,405 Shares 266,669 Est. Cost $50.79 Unrealized
VCIT VANGUARD SCOTTSDALE FDS 1.2%
Value ($000) $13,013 Shares 151,240 Est. Cost $97.14 Unrealized
IEMG ISHARES INC 1.2%
Value ($000) $12,986 Shares 233,769 Est. Cost $61.79 Unrealized
NKE NIKE INC 1.1%
Value ($000) $12,600 Shares 93,640 Est. Cost $127.39 Unrealized +3.6%
IGSB ISHARES TR 1.1%
Value ($000) $12,408 Shares 239,915 Est. Cost $55.16 Unrealized
PG PROCTER AND GAMBLE CO 1.1%
Value ($000) $11,747 Shares 76,879 Est. Cost $123.55 Unrealized +15.0%
SCHR SCHWAB STRATEGIC TR 1.0%
Value ($000) $11,609 Shares 218,016 Est. Cost $56.86 Unrealized
VCSH VANGUARD SCOTTSDALE FDS 1.0%
Value ($000) $10,973 Shares 140,512 Est. Cost $83.25 Unrealized
SCHO SCHWAB STRATEGIC TR 0.9%
Value ($000) $10,394 Shares 209,801 Est. Cost $51.39 Unrealized
MMM 3M CO 0.9%
Value ($000) $10,023 Shares 67,320 Est. Cost $129.94 Unrealized -11.8%
AZO AUTOZONE INC 0.9%
Value ($000) $10,006 Shares 4,894 Est. Cost $1262.81 Unrealized +54.8%
USB US BANCORP DEL 0.9%
Value ($000) $9,962 Shares 187,426 Est. Cost $36.34 Unrealized +31.7%
VNQ VANGUARD INDEX FDS 0.9%
Value ($000) $9,703 Shares 89,533 Est. Cost $84.93 Unrealized
VWO VANGUARD INTL EQUITY INDEX F 0.9%
Value ($000) $9,498 Shares 205,904 Est. Cost $50.47 Unrealized
PPL PPL CORP 0.8%
Value ($000) $9,225 Shares 323,005 Est. Cost $23.16 Unrealized +6.6%
CPRT COPART INC 0.8%
Value ($000) $9,214 Shares 73,438 Est. Cost $31.75 Unrealized 0.0%
SPSB SPDR SER TR 0.8%
Value ($000) $8,370 Shares 277,780 Est. Cost $31.40 Unrealized
AMGN AMGEN INC 0.7%
Value ($000) $8,053 Shares 33,300 Est. Cost $198.72 Unrealized +2.3%
WEC WEC ENERGY GROUP INC 0.7%
Value ($000) $8,012 Shares 80,269 Est. Cost $80.47 Unrealized +2.7%
XLF SELECT SECTOR SPDR TR 0.7%
Value ($000) $7,871 Shares 205,396 Est. Cost $29.48 Unrealized
TFC TRUIST FINL CORP 0.7%
Value ($000) $7,814 Shares 137,809 Est. Cost $35.66 Unrealized +42.0%
CSCO CISCO SYS INC 0.7%
Value ($000) $7,606 Shares 136,397 Est. Cost $36.14 Unrealized +39.1%
IGIB ISHARES TR 0.6%
Value ($000) $7,185 Shares 130,941 Est. Cost $61.79 Unrealized
BAC BK OF AMERICA CORP 0.6%
Value ($000) $7,032 Shares 170,599 Est. Cost $25.02 Unrealized +63.1%
WMT WALMART INC 0.6%
Value ($000) $6,841 Shares 45,935 Est. Cost $45.24 Unrealized -1.4%
VB VANGUARD INDEX FDS 0.6%
Value ($000) $6,725 Shares 31,642 Est. Cost $196.54 Unrealized
V VISA INC 0.6%
Value ($000) $6,604 Shares 29,779 Est. Cost $203.60 Unrealized +3.2%
HON HONEYWELL INTL INC 0.6%
Value ($000) $6,141 Shares 31,562 Est. Cost $163.85 Unrealized +4.0%
GOOGL ALPHABET INC 0.5%
Value ($000) $5,696 Shares 2,048 Est. Cost $94.53 Unrealized +42.6%
FNCL FIDELITY COVINGTON TRUST 0.5%
Value ($000) $5,495 Shares 101,469 Est. Cost $43.49 Unrealized
HD HOME DEPOT INC 0.5%
Value ($000) $5,332 Shares 17,813 Est. Cost $269.92 Unrealized +16.3%
VUSB VANGUARD BD INDEX FDS 0.5%
Value ($000) $5,056 Shares 102,366 Est. Cost $49.81 Unrealized
JMST J P MORGAN EXCHANGE-TRADED F 0.4%
Value ($000) $4,736 Shares 93,514 Est. Cost $51.05 Unrealized
VTEB VANGUARD MUN BD FDS 0.4%
Value ($000) $4,577 Shares 88,794 Est. Cost $55.08 Unrealized
JNJ JOHNSON & JOHNSON 0.4%
Value ($000) $3,998 Shares 22,558 Est. Cost $127.53 Unrealized +19.0%
MUB ISHARES TR 0.3%
Value ($000) $3,600 Shares 32,837 Est. Cost $117.09 Unrealized
VO VANGUARD INDEX FDS 0.3%
Value ($000) $3,451 Shares 14,511 Est. Cost $221.79 Unrealized
IVV ISHARES TR 0.3%
Value ($000) $3,407 Shares 7,509 Est. Cost $375.41 Unrealized
JPIN J P MORGAN EXCHANGE-TRADED F 0.2%
Value ($000) $2,391 Shares 42,323 Est. Cost $58.26 Unrealized
VTI VANGUARD INDEX FDS 0.2%
Value ($000) $2,260 Shares 9,925 Est. Cost $232.55 Unrealized
GSY INVESCO ACTIVELY MANAGED ETF 0.2%
Value ($000) $2,187 Shares 43,881 Est. Cost $50.58 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 0.2%
Value ($000) $2,094 Shares 5,934 Est. Cost $220.20 Unrealized +46.9%
SPDN DIREXION SHS ETF TR 0.2%
Value ($000) $2,046 Shares 140,650 Est. Cost $14.45 Unrealized
TSM TAIWAN SEMICONDUCTOR MFG LTD 0.2%
Value ($000) $2,011 Shares 19,287 Est. Cost $109.03 Unrealized
BK OF AMERICA CORP 0.2%
Value ($000) $1,925 Shares 1,467 Est. Cost $1445.47 Unrealized
BND VANGUARD BD INDEX FDS 0.2%
Value ($000) $1,916 Shares 24,084 Est. Cost $85.09 Unrealized
FREL FIDELITY COVINGTON TRUST 0.2%
Value ($000) $1,849 Shares 57,095 Est. Cost $26.07 Unrealized
SHYG ISHARES TR 0.2%
Value ($000) $1,820 Shares 41,411 Est. Cost $45.44 Unrealized
VCLT VANGUARD SCOTTSDALE FDS 0.2%
Value ($000) $1,797 Shares 19,183 Est. Cost $100.50 Unrealized
BX BLACKSTONE INC 0.2%
Value ($000) $1,747 Shares 13,759 Est. Cost $48.82 Unrealized +119.6%
LOW LOWES COS INC 0.2%
Value ($000) $1,678 Shares 8,301 Est. Cost $148.05 Unrealized +44.1%
SUB ISHARES TR 0.1%
Value ($000) $1,664 Shares 15,908 Est. Cost $108.09 Unrealized
LLY LILLY ELI & CO 0.1%
Value ($000) $1,553 Shares 5,422 Est. Cost $142.91 Unrealized +73.9%
FLRN SPDR SER TR 0.1%
Value ($000) $1,545 Shares 50,680 Est. Cost $30.59 Unrealized
CVX CHEVRON CORP NEW 0.1%
Value ($000) $1,412 Shares 8,670 Est. Cost $67.11 Unrealized +82.9%
VOO VANGUARD INDEX FDS 0.1%
Value ($000) $1,369 Shares 3,298 Est. Cost $406.26 Unrealized
IWF ISHARES TR 0.1%
Value ($000) $1,189 Shares 4,284 Est. Cost $269.94 Unrealized
SCHD SCHWAB STRATEGIC TR 0.1%
Value ($000) $1,131 Shares 14,340 Est. Cost $64.12 Unrealized
NVDA NVIDIA CORPORATION 0.1%
Value ($000) $1,077 Shares 3,946 Est. Cost $21.03 Unrealized +19.0%
BBHY J P MORGAN EXCHANGE-TRADED F 0.1%
Value ($000) $1,038 Shares 21,232 Est. Cost $49.76 Unrealized
BOKF BOK FINL CORP 0.1%
Value ($000) $1,016 Shares 10,815 Est. Cost $79.39 Unrealized +17.4%
XLK SELECT SECTOR SPDR TR 0.1%
Value ($000) $1,004 Shares 6,317 Est. Cost $130.01 Unrealized
SVB FINANCIAL GROUP 0.1%
Value ($000) $976 Shares 1,745 Est. Cost $616.44 Unrealized
VBR VANGUARD INDEX FDS 0.1%
Value ($000) $964 Shares 5,480 Est. Cost $175.28 Unrealized
CRM SALESFORCE COM INC 0.1%
Value ($000) $963 Shares 4,534 Est. Cost $230.12 Unrealized -7.6%
QQQ INVESCO QQQ TR 0.1%
Value ($000) $907 Shares 2,502 Est. Cost $377.61 Unrealized
VIG VANGUARD SPECIALIZED FUNDS 0.1%
Value ($000) $873 Shares 5,382 Est. Cost $141.14 Unrealized
VEU VANGUARD INTL EQUITY INDEX F 0.1%
Value ($000) $840 Shares 14,587 Est. Cost $61.25 Unrealized
RTX RAYTHEON TECHNOLOGIES CORP 0.1%
Value ($000) $802 Shares 8,093 Est. Cost $58.63 Unrealized +48.0%
BTI BRITISH AMERN TOB PLC 0.1%
Value ($000) $800 Shares 18,969 Est. Cost $37.48 Unrealized
NEW YORK CMNTY CAP TR V 0.1%
Value ($000) $776 Shares 15,045 Est. Cost $45.84 Unrealized
SBNY SIGNATURE BK NEW YORK N Y 0.1%
Value ($000) $763 Shares 2,600 Est. Cost $293.46 Unrealized
VTV VANGUARD INDEX FDS 0.1%
Value ($000) $741 Shares 5,013 Est. Cost $120.90 Unrealized
TSLA TESLA INC 0.1%
Value ($000) $723 Shares 671 Est. Cost $256.71 Unrealized +21.3%
FENY FIDELITY COVINGTON TRUST 0.1%
Value ($000) $721 Shares 34,429 Est. Cost $11.87 Unrealized
VOE VANGUARD INDEX FDS 0.1%
Value ($000) $717 Shares 4,790 Est. Cost $149.97 Unrealized
IWB ISHARES TR 0.1%
Value ($000) $702 Shares 2,806 Est. Cost $264.41 Unrealized
XLE SELECT SECTOR SPDR TR 0.1%
Value ($000) $670 Shares 8,761 Est. Cost $39.68 Unrealized
IWD ISHARES TR 0.1%
Value ($000) $640 Shares 3,858 Est. Cost $136.80 Unrealized
VIGI VANGUARD WHITEHALL FDS 0.1%
Value ($000) $624 Shares 7,893 Est. Cost $82.28 Unrealized
VFH VANGUARD WORLD FDS 0.1%
Value ($000) $623 Shares 6,667 Est. Cost $72.87 Unrealized
MO ALTRIA GROUP INC 0.1%
Value ($000) $604 Shares 11,561 Est. Cost $26.69 Unrealized +39.1%
MCK MCKESSON CORP 0.1%
Value ($000) $585 Shares 1,910 Est. Cost $165.10 Unrealized +61.5%
SPY SPDR S&P 500 ETF TR 0.0%
Value ($000) $553 Shares 1,225 Est. Cost $376.63 Unrealized
XLY SELECT SECTOR SPDR TR 0.0%
Value ($000) $543 Shares 2,933 Est. Cost $160.72 Unrealized
VGT VANGUARD WORLD FDS 0.0%
Value ($000) $531 Shares 1,274 Est. Cost $353.77 Unrealized
BRK/A BERKSHIRE HATHAWAY INC DEL 0.0%
Value ($000) $529 Shares 1 Est. Cost $330761.80 Unrealized +46.8%
XIFR NEXTERA ENERGY PARTNERS LP 0.0%
Value ($000) $519 Shares 6,229 Est. Cost $66.58 Unrealized +15.5%
SCZ ISHARES TR 0.0%
Value ($000) $510 Shares 7,690 Est. Cost $68.40 Unrealized
INTC INTEL CORP 0.0%
Value ($000) $490 Shares 9,894 Est. Cost $44.02 Unrealized +4.9%
IVW ISHARES TR 0.0%
Value ($000) $474 Shares 6,202 Est. Cost $63.85 Unrealized
FLOT ISHARES TR 0.0%
Value ($000) $459 Shares 9,086 Est. Cost $50.72 Unrealized
LULU LULULEMON ATHLETICA INC 0.0%
Value ($000) $451 Shares 1,236 Est. Cost $369.65 Unrealized -12.0%
MRK MERCK & CO INC 0.0%
Value ($000) $428 Shares 5,211 Est. Cost $64.56 Unrealized +8.2%
QUALTRICS INTL INC 0.0%
Value ($000) $428 Shares 15,000 Est. Cost $31.50 Unrealized
ITOT ISHARES TR 0.0%
Value ($000) $409 Shares 4,055 Est. Cost $87.03 Unrealized
VUG VANGUARD INDEX FDS 0.0%
Value ($000) $406 Shares 1,411 Est. Cost $253.48 Unrealized
EFAV ISHARES TR 0.0%
Value ($000) $379 Shares 5,257 Est. Cost $73.44 Unrealized
EPD ENTERPRISE PRODS PARTNERS L 0.0%
Value ($000) $379 Shares 14,702 Est. Cost $25.78 Unrealized
DGRW WISDOMTREE TR 0.0%
Value ($000) $363 Shares 5,700 Est. Cost $53.90 Unrealized
FTNT FORTINET INC 0.0%
Value ($000) $362 Shares 1,058 Est. Cost $26.17 Unrealized +137.5%
IVE ISHARES TR 0.0%
Value ($000) $355 Shares 2,282 Est. Cost $130.13 Unrealized
CEG CONSTELLATION ENERGY CORP 0.0%
Value ($000) $338 Shares 6,000 Est. Cost $47.25 Unrealized 0.0%
HLI HOULIHAN LOKEY INC 0.0%
Value ($000) $334 Shares 3,802 Est. Cost $58.88 Unrealized +62.8%
DE DEERE & CO 0.0%
Value ($000) $331 Shares 797 Est. Cost $232.12 Unrealized +56.4%
XSVM INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $329 Shares 6,100 Est. Cost $53.93 Unrealized
IWR ISHARES TR 0.0%
Value ($000) $298 Shares 3,823 Est. Cost $68.59 Unrealized
IWN ISHARES TR 0.0%
Value ($000) $290 Shares 1,800 Est. Cost $131.67 Unrealized
VHT VANGUARD WORLD FDS 0.0%
Value ($000) $288 Shares 1,132 Est. Cost $224.53 Unrealized
LMT LOCKHEED MARTIN CORP 0.0%
Value ($000) $286 Shares 649 Est. Cost $318.96 Unrealized +14.5%
SPLV INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $267 Shares 3,985 Est. Cost $56.24 Unrealized
CSM PROSHARES TR 0.0%
Value ($000) $266 Shares 4,950 Est. Cost $53.74 Unrealized
QQQE DIREXION SHS ETF TR 0.0%
Value ($000) $265 Shares 3,425 Est. Cost $75.04 Unrealized
SPHQ INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $263 Shares 5,277 Est. Cost $42.19 Unrealized
EFA ISHARES TR 0.0%
Value ($000) $262 Shares 3,559 Est. Cost $72.97 Unrealized
BROOKFIELD ASSET MGMT INC 0.0%
Value ($000) $257 Shares 4,542 Est. Cost $45.18 Unrealized
IWO ISHARES TR 0.0%
Value ($000) $253 Shares 991 Est. Cost $286.30 Unrealized
IWM ISHARES TR 0.0%
Value ($000) $251 Shares 1,225 Est. Cost $203.60 Unrealized
EEMV ISHARES INC 0.0%
Value ($000) $245 Shares 4,011 Est. Cost $61.38 Unrealized
ICLR ICON PLC 0.0%
Value ($000) $245 Shares 1,007 Est. Cost $195.53 Unrealized +28.2%
VOT VANGUARD INDEX FDS 0.0%
Value ($000) $245 Shares 1,100 Est. Cost $211.84 Unrealized
CMCSA COMCAST CORP NEW 0.0%
Value ($000) $244 Shares 5,220 Est. Cost $42.85 Unrealized 0.0%
XLV SELECT SECTOR SPDR TR 0.0%
Value ($000) $240 Shares 1,754 Est. Cost $113.35 Unrealized
VLO VALERO ENERGY CORP 0.0%
Value ($000) $239 Shares 2,350 Est. Cost $76.96 Unrealized 0.0%
PROSHARES TR 0.0%
Value ($000) $236 Shares 7,000 Est. Cost $33.71 Unrealized
PEP PEPSICO INC 0.0%
Value ($000) $229 Shares 1,369 Est. Cost $121.60 Unrealized +22.1%
SCHH SCHWAB STRATEGIC TR 0.0%
Value ($000) $224 Shares 8,983 Est. Cost $33.02 Unrealized
COP CONOCOPHILLIPS 0.0%
Value ($000) $218 Shares 2,179 Est. Cost $79.66 Unrealized 0.0%
VBK VANGUARD INDEX FDS 0.0%
Value ($000) $215 Shares 867 Est. Cost $269.97 Unrealized
DOCU DOCUSIGN INC 0.0%
Value ($000) $214 Shares 2,000 Est. Cost $114.77 Unrealized 0.0%
ACWX ISHARES TR 0.0%
Value ($000) $211 Shares 4,035 Est. Cost $53.05 Unrealized
IAU ISHARES GOLD TR 0.0%
Value ($000) $203 Shares 5,525 Est. Cost $36.74 Unrealized
DG DOLLAR GEN CORP NEW 0.0%
Value ($000) $200 Shares 900 Est. Cost $206.36 Unrealized -3.6%