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CIK: 0002081110
Total reported value
$762.0M
$762.0M
192 檔
5.8%
During the Q1 2024 filing period, Gibbs Wealth Management (CIK: 0002081110) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $762.0M across 192 reported positions.
During Q1 2024, Gibbs Wealth Management's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SECT | Main Sector Rotation ETF | ETF-Other | 7.41% | -1.01% | — | |
| 2 | GOVT | Ishares US Treasury Bond ETF | ETF-Gov Bonds | 5.75% | -0.39% | — | |
| 3 | SPMB | Ss Spdr P Mort Back Bond ETF | ETF-Other | 4.68% | -0.01% | — | |
| 4 | SHYG | Ishares 0-5 Yr Hy CORP Bond | ETF-Corp Bonds | 4.32% | -0.05% | — | |
| 5 | SPSB | Ss Spdr P St C CORP ETF | ETF-Other | 3.01% | -0.15% | — | |
| 6 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 3.01% | -0.24% | — | |
| 7 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.88% | -0.55% | — | |
| 8 | MSFT | Microsoft CORP | Stock-Tech | 2.32% | -0.54% | — | |
| 9 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 1.90% | +0.78% | — | |
| 10 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | ETF-Other | 1.74% | -0.09% | — | |
| 11 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 1.50% | -0.07% | — | |
| 12 | AAPL | Apple Inc | Stock-Tech | 1.34% | +0.18% | — | |
| 13 | NFLX | Netflix Inc | Stock-Comm Services | 1.29% | +0.42% | — | |
| 14 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 1.21% | +0.57% | — | |
| 15 | V | Visa Inc-class A Shares | Stock-Financials | 1.18% | -0.20% | — | |
| 16 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.12% | +0.67% | — | |
| 17 | NVO | Novo-nordisk A/s-spons Adr | Stock-Healthcare | 1.08% | -0.07% | — | |
| 18 | NOW | Servicenow Inc | Stock-Tech | 1.06% | -0.13% | — | |
| 19 | CRM | Salesforce Inc | Stock-Tech | 1.04% | +0.13% | — | |
| 20 | MA | Mastercard Inc - A | Stock-Financials | 1.00% | -0.51% | — | |
| 21 | JNK | Ss Spdr Bb High Yield Bond | ETF-High Yield | 0.95% | -0.13% | — | |
| 22 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.94% | -0.17% | — | |
| 23 | ABT | Abbott Laboratories | Stock-Healthcare | 0.81% | -0.13% | — | |
| 24 | ADBE | Adobe Inc | Stock-Tech | 0.76% | -0.26% | EXIT | |
| 25 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.75% | +0.13% | — | |
| 26 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.75% | -0.10% | — | |
| 27 | USHY | Ishares Broad Usd High Yield | ETF-High Yield | 0.74% | -0.12% | — | |
| 28 | SAP | Sap Se-sponsored Adr | Stock-Tech | 0.70% | -0.31% | — | |
| 29 | MDT | Medtronic plc | Stock-Healthcare | 0.68% | -0.19% | — | |
| 30 | ACN | Accenture plc | Stock-Tech | 0.66% | -0.24% | — | |
| 31 | CSCO | Cisco Systems Inc | Stock-Tech | 0.65% | -0.11% | — | |
| 32 | RTX | Rtx CORP | Stock-Industrials | 0.65% | -0.22% | — | |
| 33 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 0.63% | +0.21% | — | |
| 34 | RY | Royal Bank Of Canada | Stock-Financials | 0.62% | -0.16% | — | |
| 35 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.61% | +0.09% | — | |
| 36 | BIZD | Vaneck Bdc Income ETF | ETF-Other | 0.58% | -0.02% | — | |
| 37 | MDYG | Ss Spdr S&p 400 Mc Gr ETF | ETF-Other | 0.58% | +0.02% | — | |
| 38 | ORCL | Oracle CORP | Stock-Tech | 0.58% | -0.45% | — | |
| 39 | ABNB | Airbnb Inc-class A | Stock-Consumer Disc | 0.56% | -0.16% | — | |
| 40 | WST | West Pharmaceutical Services | Stock-Healthcare | 0.56% | -0.08% | — | |
| 41 | MDYV | Ss Spdr S&p 400 Mc Val ETF | ETF-Other | 0.56% | +0.02% | — | |
| 42 | XOM | Exxon Mobil CORP | Stock-Energy | 0.55% | +0.03% | — | |
| 43 | BILS | Ss Spdrb B 3-12m T-bill ETF | ETF-Other | 0.53% | -0.05% | — | |
| 44 | ASML | ASML Holding N.V. | Stock-Tech | 0.53% | -0.18% | — | |
| 45 | JQUA | Jpmorgan US Quality Factor | ETF-Other | 0.53% | +0.07% | — | |
| 46 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.52% | -0.15% | — | |
| 47 | DGRW | Wisdomtree U.s. Quality Divi | ETF-Other | 0.52% | — | — | |
| 48 | COO | Cooper Cos Inc/the | Stock-Healthcare | 0.50% | -0.05% | — | |
| 49 | ICLR | ICON Public Limited Company | Stock-Healthcare | 0.46% | -0.13% | EXIT | |
| 50 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 0.46% | +0.32% | — |
According to official SEC Form 13F filings, Gibbs Wealth Management reported a total U.S. public equity portfolio value of $762.0M across 192 disclosed positions in Q1 2024.
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Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including SECT, GOVT, SPMB) accounted for 5.8% of total reported equity market value during Q1 2024.
During Q1 2024, Gibbs Wealth Management's top holdings by market value included SECT (7.4%)、GOVT (5.8%)、SPMB (4.7%). The largest single position, SECT, represented 7.4% of total portfolio value.
In Q1 2024, Gibbs Wealth Management made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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