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Home > Institutional Investor > Galvin, Gaustad & Stein, Llc > Profile

Instuitional Investor - Galvin, Gaustad & Stein, Llc

Fund Profile
Filing Period:
Fund Name: Galvin, Gaustad & Stein, Llc
Portfolio Value $1,069,310,667
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Tr
 525,329 $36,956,889 3.45%
2.
Unitedhealth Group Inc
 UNH 63,016 $33,175,897 3.1%
3.
Microsoft Corp
 MSFT 87,560 $32,926,134 3.07%
4.
Vanguard Tax-Managed Fds
 656,387 $31,440,959 2.94%
5.
Amazon Com Inc
 AMZN 195,425 $29,692,863 2.77%
Insider Monkey Quarterly Strategy
+336.2% Insider Monkey Quarterly Strategy
+144.8% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)