test

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
PGProcter And Gamble Co
Recent Activity
Increased 2.1%
1.43%
$15.941M
95,082 shares@ $167.66 avg price
BNDVanguard Bd Index Fds
Recent Activity
Increased 4.96%
1.42%
$15.763M
219,204 shares@ $71.91 avg price
ASMLAsml Holding N V
Recent Activity
Increased 7081.07%
1.35%
$14.981M
21,615 shares@ $693.08 avg price
9497⤦Wells Fargo Co New
Recent Activity
Increased 3.14%
1.32%
$14.715M
12,321 shares@ $1194.32 avg price
SCHOSchwab Strategic Tr
Recent Activity
Increased 144.43%
1.24%
$13.83M
574,822 shares@ $24.06 avg price
IGIBIshares Tr
Recent Activity
Increased 3.37%
1.21%
$13.462M
261,354 shares@ $51.52 avg price
STIPIshares Tr
Recent Activity
Increased 1.13%
1.19%
$13.257M
131,782 shares@ $100.61 avg price
IJHIshares Tr
Recent Activity
Increased 4.79%
1.19%
$13.207M
211,951 shares@ $62.31 avg price
CVXChevron Corp New
Recent Activity
Increased 9.97%
0.93%
$10.342M
71,403 shares@ $144.85 avg price
IUSBIshares Tr
Recent Activity
Increased 3.99%
0.91%
$10.09M
223,221 shares@ $45.2 avg price