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Kim Jamieson

@Galvin, Gaustad & Stein, Llc

Latest period2024 - Q4ReportedManaged Assets$1.117BTotal holdings182
Assets growth rate-0.47%Assets growth rate (2-Q avg)1.97%Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in Galvin, Gaustad & Stein, Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 182 positions.

Assets under management

The assets under management (AUM) of Galvin, Gaustad & Stein, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 1.117B in assets, with a quarterly growth rate of -0.47% and a 2-quarter average growth rate of 1.97%. The portfolio is managed by Kim Jamieson, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
IEFAIshares Tr
Recent Activity
Decreased -8.07%
2.97%
$33.15M
471,680 shares@ $70.28 avg price
LULULululemon Athletica Inc
Recent Activity
Increased 13.43%
2.94%
$32.76M
85,666 shares@ $382.41 avg price
AMZNAmazon Com Inc
Recent Activity
Increased 5.8%
2.9%
$32.33M
147,362 shares@ $219.4 avg price
JPMJpmorgan Chase & Co.
Recent Activity
Decreased -5.46%
2.79%
$31.11M
129,784 shares@ $239.71 avg price
UNHUnitedhealth Group Inc
Recent Activity
Decreased -1.32%
2.73%
$30.436M
60,167 shares@ $505.86 avg price
MSFTMicrosoft Corp
Recent Activity
Decreased -2%
2.68%
$29.821M
70,749 shares@ $421.5 avg price
AAPLApple Inc
Recent Activity
Decreased -6.79%
2.61%
$29.054M
116,022 shares@ $250.42 avg price
VEAVanguard Tax-managed Fds
Recent Activity
Decreased -4.4%
2.55%
$28.406M
594,017 shares@ $47.83 avg price
KOCoca Cola Co
Recent Activity
Increased 0.89%
2.43%
$27.1M
435,277 shares@ $62.26 avg price
VVisa Inc
Recent Activity
Decreased -1.19%
2.4%
$26.786M
84,756 shares@ $316.05 avg price