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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
GOOGLAlphabet Inc
Recent Activity
Decreased -18.75%
0.99%
$10.947M
57,828 shares@ $189.31 avg price
IEMGIshares Inc
Recent Activity
Decreased -2.1%
0.98%
$10.893M
208,594 shares@ $52.22 avg price
VCITVanguard Scottsdale Fds
Recent Activity
Decreased -9.41%
0.86%
$9.545M
118,913 shares@ $80.27 avg price
VRTXVertex Pharmaceuticals Inc
Recent Activity
Decreased -1.06%
0.79%
$8.75M
21,728 shares@ $402.71 avg price
VWOVanguard Intl Equity Index F
Recent Activity
Decreased -2.27%
0.74%
$8.196M
186,110 shares@ $44.04 avg price
COSTCostco Whsl Corp New
Recent Activity
Decreased -56.86%
0.71%
$7.88M
8,600 shares@ $916.25 avg price
VCSHVanguard Scottsdale Fds
Recent Activity
Decreased -3.82%
0.59%
$6.586M
84,422 shares@ $78.01 avg price
VBVanguard Index Fds
Recent Activity
Decreased -2.3%
0.5%
$5.477M
22,796 shares@ $240.28 avg price
MAMastercard Incorporated
Recent Activity
Decreased -0.84%
0.45%
$5.02M
9,533 shares@ $526.55 avg price
NVDANvidia Corporation
Recent Activity
Decreased -0.84%
0.41%
$4.577M
34,081 shares@ $134.3 avg price