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CIK: 0002081110
Total reported value
$762.0M
$762.0M
259 檔
7.1%
The Q3 2024 SEC filing reveals that Gibbs Wealth Management held a total portfolio value of $762.0M, covering 259 public equity positions.
In Q3 2024, Gibbs Wealth Management displayed an active expansion posture, initiating 7 new positions and adding to 35 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 259 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | GOVT | Ishares US Treasury Bond ETF | ETF-Gov Bonds | 4.44% | -0.39% | +15.48% | |
| 2 | SECT | Main Sector Rotation ETF | ETF-Other | 3.97% | -1.01% | -8.39% | |
| 3 | SPMB | Ss Spdr P Mort Back Bond ETF | ETF-Other | 3.04% | -0.01% | +23.68% | |
| 4 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | ETF-Other | 2.99% | -0.09% | +15.49% | |
| 5 | SHYG | Ishares 0-5 Yr Hy CORP Bond | ETF-Corp Bonds | 2.97% | -0.05% | +18.18% | |
| 6 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 2.83% | -0.24% | +18.71% | |
| 7 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 2.49% | +0.78% | +45.15% | |
| 8 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 2.48% | +0.67% | +43.60% | |
| 9 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.34% | -0.55% | +3.85% | |
| 10 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 2.32% | +0.57% | +41.87% | |
| 11 | AAPL | Apple Inc | Stock-Tech | 2.03% | +0.18% | +78.33% | |
| 12 | MSFT | Microsoft CORP | Stock-Tech | 1.90% | -0.54% | -0.63% | |
| 13 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 1.51% | -0.07% | +24.13% | |
| 14 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | ETF-Other | 1.31% | +0.12% | +49.73% | |
| 15 | SPSB | Ss Spdr P St C CORP ETF | ETF-Other | 1.30% | -0.15% | +21.61% | |
| 16 | ORCL | Oracle CORP | Stock-Tech | 1.21% | -0.45% | +104.36% | |
| 17 | V | Visa Inc-class A Shares | Stock-Financials | 1.11% | -0.20% | +13.28% | |
| 18 | CSMD | Congress Smid Growth ETF | ETF-Other | 1.09% | -0.26% | -0.61% | |
| 19 | NOW | Servicenow Inc | Stock-Tech | 1.08% | -0.13% | +9.10% | |
| 20 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 0.99% | +0.21% | +44.61% | |
| 21 | JMBS | Janus Henderson Mortg Backed | ETF-Other | 0.95% | -0.25% | +0.25% | |
| 22 | JQUA | Jpmorgan US Quality Factor | ETF-Other | 0.92% | +0.07% | +47.40% | |
| 23 | USHY | Ishares Broad Usd High Yield | ETF-High Yield | 0.91% | -0.12% | +10.83% | |
| 24 | MA | Mastercard Inc - A | Stock-Financials | 0.91% | -0.51% | +10.11% | |
| 25 | NVO | Novo-nordisk A/s-spons Adr | Stock-Healthcare | 0.89% | -0.07% | +14.21% | |
| 26 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.86% | +0.09% | +51.86% | |
| 27 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.83% | -0.17% | -10.16% | |
| 28 | ADBE | Adobe Inc | Stock-Tech | 0.83% | -0.26% | EXIT | |
| 29 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.81% | +0.13% | +24.62% | |
| 30 | JNK | Ss Spdr Bb High Yield Bond | ETF-High Yield | 0.80% | -0.13% | -1.65% | |
| 31 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 0.74% | +0.32% | +47.45% | |
| 32 | ABT | Abbott Laboratories | Stock-Healthcare | 0.72% | -0.13% | +8.78% | |
| 33 | JBBB | Janus Henderson B-bbb Clo Et | ETF-Other | 0.71% | -0.07% | +17.99% | |
| 34 | RTX | Rtx CORP | Stock-Industrials | 0.68% | -0.22% | +14.63% | |
| 35 | SHOP | Shopify Inc - Class A | Stock-Tech | 0.68% | -0.50% | +43.05% | |
| 36 | SAP | Sap Se-sponsored Adr | Stock-Tech | 0.68% | -0.31% | +9.67% | |
| 37 | NFLX | Netflix Inc | Stock-Comm Services | 0.66% | +0.42% | -29.40% | |
| 38 | PHYL | Pgim Active High Yield Bond | ETF-High Yield | 0.62% | -0.19% | +0.25% | |
| 39 | MDT | Medtronic plc | Stock-Healthcare | 0.61% | -0.19% | +19.65% | |
| 40 | CSCO | Cisco Systems Inc | Stock-Tech | 0.59% | -0.11% | +17.98% | |
| 41 | NVDA | Nvidia CORP | Stock-Tech | 0.56% | +0.76% | +90.39% | |
| 42 | ACN | Accenture plc | Stock-Tech | 0.55% | -0.24% | +10.26% | |
| 43 | IMCB | Ishares Morningstar Mid-cap | ETF-Other | 0.50% | — | +51.02% | |
| 44 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.50% | +0.04% | NEW | |
| 45 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.50% | -0.10% | +10.10% | |
| 46 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.49% | -0.15% | +14.77% | |
| 47 | MSCI | Msci Inc | Stock-Financials | 0.48% | -0.26% | +97.67% | |
| 48 | UL | Unilever PLC | Stock-Consumer Staples | 0.48% | — | +7.98% | |
| 49 | COO | Cooper Cos Inc/the | Stock-Healthcare | 0.46% | -0.05% | +10.35% | |
| 50 | RY | Royal Bank Of Canada | Stock-Financials | 0.45% | -0.16% | +2.39% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | +0.8% | +78.33% | Add |
| 2 | ORCL | Oracle CORP | +0.6% | +104.36% | Add |
| 3 | SPDW | Ste Str Spdr Pt Dw EU ETF | +0.5% | +45.15% | Add |
| 4 | SPYV | Ss Spdr P S&p 500 Value ETF | +0.4% | +41.87% | Add |
| 5 | SPYG | Ss Spdr P S&p 500 Growth ETF | +0.4% | +43.60% | Add |
| 6 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | +0.3% | +49.73% | Add |
| 7 | TMO | Thermo Fisher Scientific Inc | +0.2% | +51.86% | Add |
| 8 | MSCI | Msci Inc | +0.2% | +97.67% | Add |
| 9 | HLN | Haleon Plc-adr | +0.2% | +352.45% | Add |
| 10 | SPEM | State Street Sp Ptf Em ETF | +0.2% | +44.61% | Add |
| 11 | JQUA | Jpmorgan US Quality Factor | +0.2% | +47.40% | Add |
| 12 | SHOP | Shopify Inc - Class A | +0.2% | +43.05% | Add |
| 13 | NVDA | Nvidia CORP | +0.2% | +90.39% | Add |
| 14 | SPSM | Ss Spdr P S&p 600 Small Cap | +0.2% | +47.45% | Add |
| 15 | IMCB | Ishares Morningstar Mid-cap | +0.1% | +51.02% | Add |
| 16 | WDAY | Workday Inc-class A | +0.1% | +66.84% | Add |
| 17 | SPMB | Ss Spdr P Mort Back Bond ETF | +0.1% | +23.68% | Add |
| 18 | TSLA | Tesla Inc | +0.1% | +55.04% | Add |
| 19 | RTX | Rtx CORP | +0.1% | +14.63% | Add |
| 20 | AAON | Aaon Inc | +0.1% | +22.89% | Add |
| 21 | MDT | Medtronic plc | +0.1% | +19.65% | Add |
| 22 | UNH | Unitedhealth Group Inc | +0.1% | +19.62% | Add |
| 23 | COO | Cooper Cos Inc/the | +0.1% | +10.35% | Add |
| 24 | CSCO | Cisco Systems Inc | 0% | +17.98% | Add |
| 25 | ADBE | Adobe Inc | 0% | +34.43% | Add |
| 26 | JPST | Jpmorgan Ultra-short Income | — | +24.13% | Add |
| 27 | NOW | Servicenow Inc | — | +9.10% | Add |
| 28 | SAP | Sap Se-sponsored Adr | — | +9.67% | Add |
| 29 | SPSB | Ss Spdr P St C CORP ETF | 0% | +21.61% | Add |
| 30 | MA | Mastercard Inc - A | 0% | +10.11% | Add |
| 31 | VCIT | Vanguard Int-term Corporate | 0% | +18.71% | Add |
| 32 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | 0% | +15.49% | Add |
| 33 | V | Visa Inc-class A Shares | -0.1% | +13.28% | Add |
| 34 | SHYG | Ishares 0-5 Yr Hy CORP Bond | -0.1% | +18.18% | Add |
| 35 | GOVT | Ishares US Treasury Bond ETF | -0.2% | +15.48% | Add |
| 36 | NKE | Nike Inc -cl B | -0.2% | -73.83% | Trim |
| 37 | GOOG | Alphabet Inc-cl C | -0.4% | -10.16% | Trim |
| 38 | NFLX | Netflix Inc | -0.5% | -29.40% | Trim |
| 39 | CRM | Salesforce Inc | -0.8% | -88.30% | Trim |
| 40 | SECT | Main Sector Rotation ETF | -1.2% | -8.39% | Trim |
| 41 | SPY | Ss Spdr S&p 500 ETF Trust-us | — | NEW | New buy |
| 42 | AZNN | Astrazeneca Plc-spons Adr | — | NEW | New buy |
| 43 | SHY | Ishares 1-3 Year Treasury Bo | — | EXIT | Sold out |
| 44 | BBJP | Jpmorgan Betabuilders Japan | — | EXIT | Sold out |
| 45 | EPAM | Epam Systems Inc | — | NEW | New buy |
| 46 | LW | Lamb Weston Holdings Inc | — | EXIT | Sold out |
| 47 | TLT | Ishares 20+ Year Treasury Bd | — | NEW | New buy |
| 48 | NEM | Newmont CORP | — | NEW | New buy |
| 49 | VIG | Vanguard Dividend Apprec ETF | — | NEW | New buy |
| 50 | SPTS | Ss Spdr P St Term Tsy ETF | — | 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 259 disclosed positions in Q3 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 GOVT, SECT, SPMB) accounted for 7.1% of total reported equity market value during Q3 2024.
Top New Position Initiated
SPY
市值: $1.2M
Top Position Liquidated / Trimmed
SHY
前期市值: $537.5K
During Q3 2024, Gibbs Wealth Management's top holdings by market value included GOVT (4.4%)、SECT (4.0%)、SPMB (3.0%). The largest single position, GOVT, represented 4.4% of total portfolio value.
In Q3 2024, Gibbs Wealth Management made 50 total portfolio adjustments, initiating 7 new buys, adding to 35 positions, trimming 5 holdings, and fully liquidating 3 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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