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CIK: 0002081110
Total reported value
$762.0M
$762.0M
285 檔
8.4%
During the Q4 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 285 reported positions.
In Q4 2024, Gibbs Wealth Management displayed an active expansion posture, initiating 4 new positions and adding to 34 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 285 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | GOVT | Ishares US Treasury Bond ETF | ETF-Gov Bonds | 4.25% | -0.39% | +16.77% | |
| 2 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 4.08% | +0.67% | +85.22% | |
| 3 | SECT | Main Sector Rotation ETF | ETF-Other | 3.32% | -1.01% | -2.15% | |
| 4 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 2.90% | -0.24% | +27.52% | |
| 5 | SHYG | Ishares 0-5 Yr Hy CORP Bond | ETF-Corp Bonds | 2.85% | -0.05% | +16.70% | |
| 6 | SPMB | Ss Spdr P Mort Back Bond ETF | ETF-Other | 2.84% | -0.01% | +16.58% | |
| 7 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 2.58% | +0.78% | +36.15% | |
| 8 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.36% | -0.55% | +2.52% | |
| 9 | AAPL | Apple Inc | Stock-Tech | 2.11% | +0.18% | +15.29% | |
| 10 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 2.07% | +0.57% | +9.88% | |
| 11 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | ETF-Other | 2.02% | -0.09% | -10.21% | |
| 12 | MSFT | Microsoft CORP | Stock-Tech | 1.93% | -0.54% | +23.47% | |
| 13 | SPSB | Ss Spdr P St C CORP ETF | ETF-Other | 1.36% | -0.15% | +26.32% | |
| 14 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 1.34% | -0.07% | +6.83% | |
| 15 | ORCL | Oracle CORP | Stock-Tech | 1.29% | -0.45% | +30.95% | |
| 16 | V | Visa Inc-class A Shares | Stock-Financials | 1.28% | -0.20% | +19.31% | |
| 17 | NOW | Servicenow Inc | Stock-Tech | 1.12% | -0.13% | +4.66% | |
| 18 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 1.10% | +0.32% | +79.31% | |
| 19 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | ETF-Other | 1.07% | +0.12% | +0.87% | |
| 20 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 0.96% | +0.21% | +25.04% | |
| 21 | MA | Mastercard Inc - A | Stock-Financials | 0.96% | -0.51% | +18.48% | |
| 22 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.96% | -0.17% | +21.45% | |
| 23 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.94% | +0.13% | +21.09% | |
| 24 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.92% | -0.74% | +478.39% | |
| 25 | USHY | Ishares Broad Usd High Yield | ETF-High Yield | 0.88% | -0.12% | +17.94% | |
| 26 | SHOP | Shopify Inc - Class A | Stock-Tech | 0.88% | -0.50% | +16.88% | |
| 27 | NFLX | Netflix Inc | Stock-Comm Services | 0.82% | +0.42% | +19.01% | |
| 28 | NVDA | Nvidia CORP | Stock-Tech | 0.78% | +0.76% | +51.05% | |
| 29 | JNK | Ss Spdr Bb High Yield Bond | ETF-High Yield | 0.75% | -0.13% | +14.36% | |
| 30 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.73% | +0.09% | +20.10% | |
| 31 | SAP | Sap Se-sponsored Adr | Stock-Tech | 0.71% | -0.31% | +16.37% | |
| 32 | ABT | Abbott Laboratories | Stock-Healthcare | 0.70% | -0.13% | +17.45% | |
| 33 | ADBE | Adobe Inc | Stock-Tech | 0.70% | -0.26% | EXIT | |
| 34 | RTX | Rtx CORP | Stock-Industrials | 0.65% | -0.22% | +19.88% | |
| 35 | NVO | Novo-nordisk A/s-spons Adr | Stock-Healthcare | 0.65% | -0.07% | +19.98% | |
| 36 | JQUA | Jpmorgan US Quality Factor | ETF-Other | 0.61% | +0.07% | -21.15% | |
| 37 | JMBS | Janus Henderson Mortg Backed | ETF-Other | 0.61% | -0.25% | -18.49% | |
| 38 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.59% | -0.14% | +82.72% | |
| 39 | CSMD | Congress Smid Growth ETF | ETF-Other | 0.58% | -0.26% | -36.60% | |
| 40 | CSCO | Cisco Systems Inc | Stock-Tech | 0.57% | -0.11% | +5.05% | |
| 41 | JBBB | Janus Henderson B-bbb Clo Et | ETF-Other | 0.54% | -0.07% | -10.16% | |
| 42 | JAAA | Janus Henderson Aaa Clo ETF | ETF-Other | 0.52% | +0.03% | +67.69% | |
| 43 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.52% | -0.15% | +28.07% | |
| 44 | MDT | Medtronic plc | Stock-Healthcare | 0.51% | -0.19% | +11.20% | |
| 45 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.50% | +0.37% | +49.16% | |
| 46 | ACN | Accenture plc | Stock-Tech | 0.49% | -0.24% | +6.68% | |
| 47 | MSCI | Msci Inc | Stock-Financials | 0.49% | -0.26% | +17.55% | |
| 48 | PHYL | Pgim Active High Yield Bond | ETF-High Yield | 0.46% | -0.19% | -9.00% | |
| 49 | ZTS | Zoetis Inc | Stock-Healthcare | 0.44% | -0.23% | +53.28% | |
| 50 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.44% | -0.10% | +16.86% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SPYG | Ss Spdr P S&p 500 Growth ETF | +1.6% | +85.22% | Add |
| 2 | LLY | Eli Lilly & Co | +0.7% | +478.39% | Add |
| 3 | SPSM | Ss Spdr P S&p 600 Small Cap | +0.4% | +79.31% | Add |
| 4 | TSLA | Tesla Inc | +0.2% | +49.16% | Add |
| 5 | NVDA | Nvidia CORP | +0.2% | +51.05% | Add |
| 6 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.2% | +82.72% | Add |
| 7 | SHOP | Shopify Inc - Class A | +0.2% | +16.88% | Add |
| 8 | COP | Conocophillips | +0.2% | +322.09% | Add |
| 9 | V | Visa Inc-class A Shares | +0.2% | +19.31% | Add |
| 10 | NFLX | Netflix Inc | +0.2% | +19.01% | Add |
| 11 | JAAA | Janus Henderson Aaa Clo ETF | +0.2% | +67.69% | Add |
| 12 | GOOG | Alphabet Inc-cl C | +0.1% | +21.45% | Add |
| 13 | GOOGL | Alphabet Inc-cl A | +0.1% | +21.09% | Add |
| 14 | BA | Boeing Co/the | +0.1% | +55.50% | Add |
| 15 | BIL | Ss Spdr Bb 1-3m T-bill ETF | +0.1% | +78.54% | Add |
| 16 | META | Meta Platforms Inc-class A | +0.1% | +71.51% | Add |
| 17 | MUB | Ishares National Muni Bond E | +0.1% | +133.09% | Add |
| 18 | SPDW | Ste Str Spdr Pt Dw EU ETF | +0.1% | +36.15% | Add |
| 19 | ORCL | Oracle CORP | +0.1% | +30.95% | Add |
| 20 | DIS | Walt Disney Co/the | +0.1% | +26.13% | Add |
| 21 | VCIT | Vanguard Int-term Corporate | +0.1% | +27.52% | Add |
| 22 | AAPL | Apple Inc | +0.1% | +15.29% | Add |
| 23 | SPSB | Ss Spdr P St C CORP ETF | +0.1% | +26.32% | Add |
| 24 | MA | Mastercard Inc - A | +0.1% | +18.48% | Add |
| 25 | NOW | Servicenow Inc | 0% | +4.66% | Add |
| 26 | MSFT | Microsoft CORP | 0% | +23.47% | Add |
| 27 | SAP | Sap Se-sponsored Adr | 0% | +16.37% | Add |
| 28 | AMZN | Amazon.com Inc | 0% | +2.52% | Add |
| 29 | SPEM | State Street Sp Ptf Em ETF | 0% | +25.04% | Add |
| 30 | USHY | Ishares Broad Usd High Yield | 0% | +17.94% | Add |
| 31 | SHYG | Ishares 0-5 Yr Hy CORP Bond | -0.1% | +16.70% | Add |
| 32 | FIX | Comfort Systems USA Inc | -0.2% | -70.74% | Trim |
| 33 | GOVT | Ishares US Treasury Bond ETF | -0.2% | +16.77% | Add |
| 34 | SPMB | Ss Spdr P Mort Back Bond ETF | -0.2% | +16.58% | Add |
| 35 | CVS | Cvs Health CORP | -0.2% | -25.44% | Trim |
| 36 | UNH | Unitedhealth Group Inc | -0.2% | -20.24% | Trim |
| 37 | ICLR | ICON Public Limited Company | -0.2% | -34.91% | Trim |
| 38 | SPYV | Ss Spdr P S&p 500 Value ETF | -0.3% | +9.88% | Add |
| 39 | JQUA | Jpmorgan US Quality Factor | -0.3% | -21.15% | Trim |
| 40 | JMBS | Janus Henderson Mortg Backed | -0.3% | -18.49% | Trim |
| 41 | CSMD | Congress Smid Growth ETF | -0.5% | -36.60% | Trim |
| 42 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | -1% | -10.21% | Trim |
| 43 | IMCB | Ishares Morningstar Mid-cap | — | EXIT | Sold out |
| 44 | SONY | Sony Group CORP - Sp Adr | — | NEW | New buy |
| 45 | HLN | Haleon Plc-adr | — | EXIT | Sold out |
| 46 | CSGP | Costar Group Inc | — | NEW | New buy |
| 47 | ACIW | Aci Worldwide Inc | — | NEW | New buy |
| 48 | IDCC | Interdigital Inc | — | NEW | New buy |
| 49 | TLT | Ishares 20+ Year Treasury Bd | — | EXIT | Sold out |
| 50 | ICFI | Icf International Inc | — | EXIT | Sold out |
According to official SEC Form 13F filings, Gibbs Wealth Management reported a total U.S. public equity portfolio value of $762.0M across 285 disclosed positions in Q4 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, SPYG, SECT) accounted for 8.4% of total reported equity market value during Q4 2024.
Top New Position Initiated
SONY
市值: $1.2M
Top Position Liquidated / Trimmed
IMCB
前期市值: $1.5M
During Q4 2024, Gibbs Wealth Management's top holdings by market value included GOVT (4.3%)、SPYG (4.1%)、SECT (3.3%). The largest single position, GOVT, represented 4.3% of total portfolio value.
In Q4 2024, Gibbs Wealth Management made 50 total portfolio adjustments, initiating 4 new buys, adding to 34 positions, trimming 8 holdings, and fully liquidating 4 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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