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| Name: |
Galvin Gaustad & Stein LLC |
| City: |
Scottsdale |
| State: |
AZ |
| Zip: |
85258 |
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data |
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| Holdings
Found :
18 |
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Unchanged Positions |
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Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
BOKF |
BOK Financial Corp |
93 |
- |
$94.37 |
$995,000 |
10,815 |
0.09% |
69,000 |
0 |
0.015 |
Domestic Regional Banks |
|
|
VEU |
Vanguard FTSE All-World ETF |
97 |
- |
$57.31 |
$885,000 |
15,098 |
0.08% |
37,000 |
0 |
0.003 |
Closed - End Fund - F... |
|
|
XLE |
SPDR Energy Sector |
105 |
- |
$93.83 |
$665,000 |
7,045 |
0.06% |
74,000 |
0 |
0 |
Closed - End Fund - E... |
|
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GD |
General Dynamics Corp |
106 |
- |
$296.44 |
$660,000 |
2,336 |
0.06% |
54,000 |
0 |
0.001 |
Aerospace/Defense - M... |
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BRK.A |
Berkshire Hathaway Inc |
107 |
- |
$622,000.00 |
$634,000 |
1 |
0.06% |
91,000 |
0 |
0 |
Property & Casualty I... |
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NOW |
Servicenow, Inc. |
116 |
- |
$729.79 |
$572,000 |
750 |
0.05% |
42,000 |
0 |
0 |
Information Technolog... |
|
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JEPQ |
Jpmorgan Nasdaq Equity Prem... |
128 |
- |
$0.00 |
$504,000 |
9,300 |
0.05% |
40,000 |
0 |
0.01 |
N/A |
|
|
DGRW |
Wisdomtree Us Dividend Grow... |
135 |
- |
$75.52 |
$434,000 |
5,700 |
0.04% |
33,000 |
0 |
0.004 |
N/A |
|
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VLO |
Valero Energy Corp |
146 |
- |
$156.13 |
$341,000 |
1,995 |
0.03% |
82,000 |
0 |
0 |
Oil & Gas Refining, P... |
|
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DIA |
Diamonds Trust |
157 |
- |
$395.18 |
$268,000 |
675 |
0.02% |
14,000 |
0 |
0.001 |
Closed - End Fund - E... |
|
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SPLV |
Powershares S&Amp;P 500 Low... |
158 |
- |
$65.47 |
$262,000 |
3,985 |
0.02% |
12,000 |
0 |
0.003 |
N/A |
|
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IWR |
iShares Tr Rssll MidCap Indx |
160 |
- |
$82.41 |
$253,000 |
3,014 |
0.02% |
19,000 |
0 |
0.001 |
Closed - End Fund - E... |
|
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QQQE |
Direxion Nasdaq 100 Equal W... |
167 |
- |
$86.66 |
$235,000 |
2,635 |
0.02% |
12,000 |
0 |
0.006 |
N/A |
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RY |
Royal Bank of Canada (USA) |
169 |
- |
$103.21 |
$232,000 |
2,298 |
0.02% |
0 |
0 |
0 |
Foreign Money Center ... |
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IYJ |
iShares Dow Jones US Indust... |
170 |
- |
$0.00 |
$226,000 |
1,800 |
0.02% |
20,000 |
0 |
0.004 |
Closed - End Fund - E... |
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|
VBK |
Vanguard Small Cap Gr VIPERS |
173 |
- |
$251.38 |
$225,000 |
864 |
0.02% |
16,000 |
0 |
0.002 |
Closed - End Fund - E... |
|
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IWB |
ishares trust Russell 1000 |
174 |
- |
$286.17 |
$224,000 |
777 |
0.02% |
20,000 |
0 |
0.01 |
Closed - End Fund - E... |
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INTU |
Intuit Inc |
179 |
- |
$632.31 |
$216,000 |
332 |
0.02% |
9,000 |
0 |
0 |
Application Software |
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