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CIK: 0002081110
Total reported value
$762.0M
$762.0M
232 檔
6.1%
As reported in its official Q2 2024 Form 13F filing, Gibbs Wealth Management's tracked investment portfolio stood at $762.0M with 232 total positions.
In Q2 2024, Gibbs Wealth Management displayed an active expansion posture, initiating 12 new positions and adding to 29 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 232 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SECT | Main Sector Rotation ETF | ETF-Other | 5.14% | -1.01% | -2.85% | |
| 2 | GOVT | Ishares US Treasury Bond ETF | ETF-Gov Bonds | 4.62% | -0.39% | +15.20% | |
| 3 | SHYG | Ishares 0-5 Yr Hy CORP Bond | ETF-Corp Bonds | 3.05% | -0.05% | +1.10% | |
| 4 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | ETF-Other | 3.02% | -0.09% | +153.42% | |
| 5 | SPMB | Ss Spdr P Mort Back Bond ETF | ETF-Other | 2.94% | -0.01% | -10.16% | |
| 6 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.92% | -0.55% | +34.35% | |
| 7 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 2.85% | -0.24% | +35.31% | |
| 8 | MSFT | Microsoft CORP | Stock-Tech | 2.48% | -0.54% | +42.98% | |
| 9 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 2.08% | +0.67% | +140.56% | |
| 10 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 2.00% | +0.78% | +52.93% | |
| 11 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 1.89% | +0.57% | +127.65% | |
| 12 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 1.51% | -0.07% | +43.09% | |
| 13 | CSMD | Congress Smid Growth ETF | ETF-Other | 1.32% | -0.26% | — | |
| 14 | SPSB | Ss Spdr P St C CORP ETF | ETF-Other | 1.31% | -0.15% | -38.03% | |
| 15 | AAPL | Apple Inc | Stock-Tech | 1.28% | +0.18% | +10.63% | |
| 16 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.26% | -0.17% | +57.67% | |
| 17 | V | Visa Inc-class A Shares | Stock-Financials | 1.17% | -0.20% | +49.35% | |
| 18 | NVO | Novo-nordisk A/s-spons Adr | Stock-Healthcare | 1.17% | -0.07% | +38.42% | |
| 19 | JMBS | Janus Henderson Mortg Backed | ETF-Other | 1.13% | -0.25% | — | |
| 20 | NFLX | Netflix Inc | Stock-Comm Services | 1.11% | +0.42% | +9.41% | |
| 21 | NOW | Servicenow Inc | Stock-Tech | 1.08% | -0.13% | +40.35% | |
| 22 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | ETF-Other | 1.00% | +0.12% | +355.57% | |
| 23 | USHY | Ishares Broad Usd High Yield | ETF-High Yield | 0.99% | -0.12% | +92.36% | |
| 24 | JNK | Ss Spdr Bb High Yield Bond | ETF-High Yield | 0.98% | -0.13% | +48.72% | |
| 25 | CRM | Salesforce Inc | Stock-Tech | 0.93% | +0.13% | +49.13% | |
| 26 | MA | Mastercard Inc - A | Stock-Financials | 0.92% | -0.51% | +42.57% | |
| 27 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.90% | +0.13% | +40.29% | |
| 28 | ADBE | Adobe Inc | Stock-Tech | 0.82% | -0.26% | EXIT | |
| 29 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 0.78% | +0.21% | +67.83% | |
| 30 | JBBB | Janus Henderson B-bbb Clo Et | ETF-Other | 0.76% | -0.07% | — | |
| 31 | ABT | Abbott Laboratories | Stock-Healthcare | 0.75% | -0.13% | +44.60% | |
| 32 | PHYL | Pgim Active High Yield Bond | ETF-High Yield | 0.74% | -0.19% | — | |
| 33 | JQUA | Jpmorgan US Quality Factor | ETF-Other | 0.73% | +0.07% | +96.58% | |
| 34 | SAP | Sap Se-sponsored Adr | Stock-Tech | 0.68% | -0.31% | +33.62% | |
| 35 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.63% | +0.09% | +55.09% | |
| 36 | RTX | Rtx CORP | Stock-Industrials | 0.61% | -0.22% | +30.31% | |
| 37 | ORCL | Oracle CORP | Stock-Tech | 0.61% | -0.45% | +34.08% | |
| 38 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 0.57% | +0.32% | +82.23% | |
| 39 | ABNB | Airbnb Inc-class A | Stock-Consumer Disc | 0.56% | -0.16% | +55.08% | |
| 40 | MDT | Medtronic plc | Stock-Healthcare | 0.56% | -0.19% | +29.77% | |
| 41 | CSCO | Cisco Systems Inc | Stock-Tech | 0.55% | -0.11% | +26.30% | |
| 42 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.55% | -0.10% | +10.51% | |
| 43 | ACN | Accenture plc | Stock-Tech | 0.53% | -0.24% | +31.02% | |
| 44 | ASML | ASML Holding N.V. | Stock-Tech | 0.51% | -0.18% | +30.90% | |
| 45 | SHOP | Shopify Inc - Class A | Stock-Tech | 0.49% | -0.50% | +322.63% | |
| 46 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.47% | -0.15% | +34.41% | |
| 47 | UL | Unilever PLC | Stock-Consumer Staples | 0.47% | — | +43.80% | |
| 48 | RY | Royal Bank Of Canada | Stock-Financials | 0.46% | -0.16% | +1.72% | |
| 49 | ICLR | ICON Public Limited Company | Stock-Healthcare | 0.46% | -0.13% | EXIT | |
| 50 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.45% | +0.04% | NEW |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | +1.3% | +153.42% | Add |
| 2 | SPYG | Ss Spdr P S&p 500 Growth ETF | +1% | +140.56% | Add |
| 3 | SPYV | Ss Spdr P S&p 500 Value ETF | +0.7% | +127.65% | Add |
| 4 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | +0.7% | +355.57% | Add |
| 5 | GOOG | Alphabet Inc-cl C | +0.3% | +57.67% | Add |
| 6 | SHOP | Shopify Inc - Class A | +0.3% | +322.63% | Add |
| 7 | USHY | Ishares Broad Usd High Yield | +0.3% | +92.36% | Add |
| 8 | JQUA | Jpmorgan US Quality Factor | +0.2% | +96.58% | Add |
| 9 | XHLF | Bondbloxx Bbg 6 Mth US Treas | +0.2% | +204.09% | Add |
| 10 | NVDA | Nvidia CORP | +0.2% | +2091.74% | Add |
| 11 | IEF | Ishares 7-10 Year Treasury B | +0.2% | +245.44% | Add |
| 12 | BRO | Brown & Brown Inc | +0.2% | +224.66% | Add |
| 13 | IVV | Ishares Core S&p 500 ETF | +0.2% | +117.04% | Add |
| 14 | MSFT | Microsoft CORP | +0.2% | +42.98% | Add |
| 15 | GOOGL | Alphabet Inc-cl A | +0.2% | +40.29% | Add |
| 16 | SPEM | State Street Sp Ptf Em ETF | +0.2% | +67.83% | Add |
| 17 | SPSM | Ss Spdr P S&p 600 Small Cap | +0.1% | +82.23% | Add |
| 18 | SPDW | Ste Str Spdr Pt Dw EU ETF | +0.1% | +52.93% | Add |
| 19 | NVO | Novo-nordisk A/s-spons Adr | +0.1% | +38.42% | Add |
| 20 | ADBE | Adobe Inc | +0.1% | +38.92% | Add |
| 21 | AMZN | Amazon.com Inc | 0% | +34.35% | Add |
| 22 | JNK | Ss Spdr Bb High Yield Bond | 0% | +48.72% | Add |
| 23 | NOW | Servicenow Inc | 0% | +40.35% | Add |
| 24 | JPST | Jpmorgan Ultra-short Income | 0% | +43.09% | Add |
| 25 | V | Visa Inc-class A Shares | 0% | +49.35% | Add |
| 26 | AAPL | Apple Inc | -0.1% | +10.63% | Add |
| 27 | MA | Mastercard Inc - A | -0.1% | +42.57% | Add |
| 28 | VCIT | Vanguard Int-term Corporate | -0.2% | +35.31% | Add |
| 29 | GOVT | Ishares US Treasury Bond ETF | -1.1% | +15.20% | Add |
| 30 | SPSB | Ss Spdr P St C CORP ETF | -1.7% | -38.03% | Trim |
| 31 | SPMB | Ss Spdr P Mort Back Bond ETF | -1.7% | -10.16% | Trim |
| 32 | CSMD | Congress Smid Growth ETF | — | NEW | New buy |
| 33 | JMBS | Janus Henderson Mortg Backed | — | NEW | New buy |
| 34 | JBBB | Janus Henderson B-bbb Clo Et | — | NEW | New buy |
| 35 | PHYL | Pgim Active High Yield Bond | — | NEW | New buy |
| 36 | MDYG | Ss Spdr S&p 400 Mc Gr ETF | — | EXIT | Sold out |
| 37 | MDYV | Ss Spdr S&p 400 Mc Val ETF | — | EXIT | Sold out |
| 38 | IMCB | Ishares Morningstar Mid-cap | — | NEW | New buy |
| 39 | DGRW | Wisdomtree U.s. Quality Divi | — | EXIT | Sold out |
| 40 | JAAA | Janus Henderson Aaa Clo ETF | — | NEW | New buy |
| 41 | CP | Canadian Pacific Kansas City | — | NEW | New buy |
| 42 | ADSK | Autodesk Inc | — | EXIT | Sold out |
| 43 | NCNO | Ncino Inc | — | NEW | New buy |
| 44 | AMJEUR | Jpmorgan Alerian Mlp Index | — | EXIT | Sold out |
| 45 | TFIN | Triumph Financial Inc | — | NEW | New buy |
| 46 | MSCI | Msci Inc | — | NEW | New buy |
| 47 | GLDM | Spdr Gold Minishares Trust | — | NEW | New buy |
| 48 | SLYV | Ss Spdr S&p 600 Sc Val ETF | — | EXIT | Sold out |
| 49 | DFH | Dream Finders Homes Inc - A | — | EXIT | Sold out |
| 50 | OLLI | Ollie's Bargain Outlet Holdi | — | NEW | New buy |
According to official SEC Form 13F filings, Gibbs Wealth Management reported a total U.S. public equity portfolio value of $762.0M across 232 disclosed positions in Q2 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
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, SHYG) accounted for 6.1% of total reported equity market value during Q2 2024.
Top New Position Initiated
CSMD
市值: $3.3M
Top Position Liquidated / Trimmed
MDYG
前期市值: $1.0M
During Q2 2024, Gibbs Wealth Management's top holdings by market value included SECT (5.1%)、GOVT (4.6%)、SHYG (3.0%). The largest single position, SECT, represented 5.1% of total portfolio value.
In Q2 2024, Gibbs Wealth Management made 50 total portfolio adjustments, initiating 12 new buys, adding to 29 positions, trimming 2 holdings, and fully liquidating 7 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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