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CIK: 0002081110
Total reported value
$762.0M
$762.0M
307 檔
9.0%
At the close of Q1 2025, Gibbs Wealth Management disclosed equity holdings valued at approximately $762.0M, spread across 307 reported holdings.
In Q1 2025, Gibbs Wealth Management displayed an active expansion posture, initiating 6 new positions and adding to 33 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 307 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | GOVT | Ishares US Treasury Bond ETF | ETF-Gov Bonds | 4.18% | -0.39% | +10.50% | |
| 2 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 3.78% | +0.67% | +14.24% | |
| 3 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 2.88% | -0.24% | +9.90% | |
| 4 | SPMB | Ss Spdr P Mort Back Bond ETF | ETF-Other | 2.87% | -0.01% | +11.02% | |
| 5 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 2.76% | +0.78% | +12.84% | |
| 6 | SHYG | Ishares 0-5 Yr Hy CORP Bond | ETF-Corp Bonds | 2.75% | -0.05% | +8.68% | |
| 7 | SECT | Main Sector Rotation ETF | ETF-Other | 2.72% | -1.01% | -0.74% | |
| 8 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.16% | -0.55% | +18.71% | |
| 9 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 2.11% | +0.57% | +15.24% | |
| 10 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | ETF-Other | 2.08% | -0.09% | +11.04% | |
| 11 | MSFT | Microsoft CORP | Stock-Tech | 1.82% | -0.54% | +19.28% | |
| 12 | AAPL | Apple Inc | Stock-Tech | 1.78% | +0.18% | +7.36% | |
| 13 | V | Visa Inc-class A Shares | Stock-Financials | 1.50% | -0.20% | +19.11% | |
| 14 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.34% | -0.74% | +52.78% | |
| 15 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 1.30% | -0.07% | +8.21% | |
| 16 | SPSB | Ss Spdr P St C CORP ETF | ETF-Other | 1.29% | -0.15% | +6.11% | |
| 17 | ORCL | Oracle CORP | Stock-Tech | 1.26% | -0.45% | +30.27% | |
| 18 | MA | Mastercard Inc - A | Stock-Financials | 1.04% | -0.51% | +17.24% | |
| 19 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 1.02% | +0.32% | +15.84% | |
| 20 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | ETF-Other | 1.02% | +0.12% | +16.49% | |
| 21 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 1.00% | +0.21% | +14.66% | |
| 22 | ABT | Abbott Laboratories | Stock-Healthcare | 0.85% | -0.13% | +16.57% | |
| 23 | USHY | Ishares Broad Usd High Yield | ETF-High Yield | 0.83% | -0.12% | +5.59% | |
| 24 | SHOP | Shopify Inc - Class A | Stock-Tech | 0.80% | -0.50% | +13.26% | |
| 25 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.77% | +0.13% | +12.29% | |
| 26 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.73% | +0.09% | +18.37% | |
| 27 | NVDA | Nvidia CORP | Stock-Tech | 0.72% | +0.76% | +29.73% | |
| 28 | RTX | Rtx CORP | Stock-Industrials | 0.68% | -0.22% | +2.63% | |
| 29 | JNK | Ss Spdr Bb High Yield Bond | ETF-High Yield | 0.66% | -0.13% | -0.72% | |
| 30 | AON | Aon plc | Stock-Financials | 0.66% | -0.24% | +194.13% | |
| 31 | SAP | Sap Se-sponsored Adr | Stock-Tech | 0.65% | -0.31% | -5.17% | |
| 32 | NFLX | Netflix Inc | Stock-Comm Services | 0.64% | +0.42% | -15.85% | |
| 33 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.64% | -0.15% | +17.27% | |
| 34 | ADBE | Adobe Inc | Stock-Tech | 0.63% | -0.26% | EXIT | |
| 35 | JQUA | Jpmorgan US Quality Factor | ETF-Other | 0.62% | +0.07% | +15.97% | |
| 36 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.62% | -0.17% | -10.86% | |
| 37 | ZTS | Zoetis Inc | Stock-Healthcare | 0.61% | -0.23% | +51.90% | |
| 38 | JMBS | Janus Henderson Mortg Backed | ETF-Other | 0.57% | -0.25% | +1.48% | |
| 39 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.56% | +0.04% | +47.23% | |
| 40 | AEM | Agnico Eagle Mines LTD | Stock-Materials | 0.53% | -0.27% | +10.37% | |
| 41 | CSCO | Cisco Systems Inc | Stock-Tech | 0.52% | -0.11% | -1.55% | |
| 42 | JAAA | Janus Henderson Aaa Clo ETF | ETF-Other | 0.52% | +0.03% | +11.54% | |
| 43 | MDT | Medtronic plc | Stock-Healthcare | 0.51% | -0.19% | +1.59% | |
| 44 | RYAN | Ryan Specialty Holdings Inc | Stock-Financials | 0.51% | -0.15% | +14.87% | |
| 45 | JBBB | Janus Henderson B-bbb Clo Et | ETF-Other | 0.50% | -0.07% | +4.50% | |
| 46 | MSCI | Msci Inc | Stock-Financials | 0.49% | -0.26% | +20.55% | |
| 47 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.48% | +0.50% | +56.25% | |
| 48 | CSMD | Congress Smid Growth ETF | ETF-Other | 0.48% | -0.26% | +0.36% | |
| 49 | NVO | Novo-nordisk A/s-spons Adr | Stock-Healthcare | 0.46% | -0.07% | -1.63% | |
| 50 | ACN | Accenture plc | Stock-Tech | 0.44% | -0.24% | +15.40% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AON | Aon plc | +0.4% | +194.13% | Add |
| 2 | LLY | Eli Lilly & Co | +0.4% | +52.78% | Add |
| 3 | SBUX | Starbucks CORP | +0.2% | +279.95% | Add |
| 4 | V | Visa Inc-class A Shares | +0.2% | +19.11% | Add |
| 5 | SPDW | Ste Str Spdr Pt Dw EU ETF | +0.2% | +12.84% | Add |
| 6 | VZ | Verizon Communications Inc | +0.2% | +47.23% | Add |
| 7 | ZTS | Zoetis Inc | +0.2% | +51.90% | Add |
| 8 | ABT | Abbott Laboratories | +0.2% | +16.57% | Add |
| 9 | AEM | Agnico Eagle Mines LTD | +0.1% | +10.37% | Add |
| 10 | META | Meta Platforms Inc-class A | +0.1% | +56.25% | Add |
| 11 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | +17.27% | Add |
| 12 | JNJ | Johnson & Johnson | +0.1% | +88.29% | Add |
| 13 | PM | Philip Morris International | +0.1% | +12.95% | Add |
| 14 | BRO | Brown & Brown Inc | +0.1% | +18.04% | Add |
| 15 | CVS | Cvs Health CORP | +0.1% | +21.92% | Add |
| 16 | MA | Mastercard Inc - A | +0.1% | +17.24% | Add |
| 17 | RYAN | Ryan Specialty Holdings Inc | +0.1% | +14.87% | Add |
| 18 | CVX | Chevron CORP | +0.1% | +26.36% | Add |
| 19 | SONY | Sony Group CORP - Sp Adr | +0.1% | +12.70% | Add |
| 20 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | +0.1% | +11.04% | Add |
| 21 | QCOM | Qualcomm Inc | +0.1% | +48.44% | Add |
| 22 | SPYV | Ss Spdr P S&p 500 Value ETF | +0.1% | +15.24% | Add |
| 23 | SPEM | State Street Sp Ptf Em ETF | 0% | +14.66% | Add |
| 24 | SPMB | Ss Spdr P Mort Back Bond ETF | 0% | +11.02% | Add |
| 25 | RTX | Rtx CORP | 0% | +2.63% | Add |
| 26 | VCIT | Vanguard Int-term Corporate | 0% | +9.90% | Add |
| 27 | ORCL | Oracle CORP | 0% | +30.27% | Add |
| 28 | JPST | Jpmorgan Ultra-short Income | 0% | +8.21% | Add |
| 29 | GOVT | Ishares US Treasury Bond ETF | -0.1% | +10.50% | Add |
| 30 | SHYG | Ishares 0-5 Yr Hy CORP Bond | -0.1% | +8.68% | Add |
| 31 | MSFT | Microsoft CORP | -0.1% | +19.28% | Add |
| 32 | ASML | ASML Holding N.V. | -0.2% | -41.22% | Trim |
| 33 | NVO | Novo-nordisk A/s-spons Adr | -0.2% | -1.63% | Trim |
| 34 | SPY | Ss Spdr S&p 500 ETF Trust-us | -0.3% | -41.32% | Trim |
| 35 | SPYG | Ss Spdr P S&p 500 Growth ETF | -0.3% | +14.24% | Add |
| 36 | AAPL | Apple Inc | -0.3% | +7.36% | Add |
| 37 | GOOG | Alphabet Inc-cl C | -0.3% | -10.86% | Trim |
| 38 | SECT | Main Sector Rotation ETF | -0.6% | -0.74% | Trim |
| 39 | NOW | Servicenow Inc | -0.8% | -54.27% | Trim |
| 40 | SE | Sea Ltd-adr | — | NEW | New buy |
| 41 | CP | Canadian Pacific Kansas City | — | EXIT | Sold out |
| 42 | SFM | Sprouts Farmers Market Inc | — | EXIT | Sold out |
| 43 | AZPN1USD | Aspen Technology Inc | — | EXIT | Sold out |
| 44 | SXT | Sensient Technologies CORP | — | NEW | New buy |
| 45 | TILE | Interface Inc | — | NEW | New buy |
| 46 | SLV | Ishares Silver Trust | — | NEW | New buy |
| 47 | INSP | Inspire Medical Systems Inc | — | NEW | New buy |
| 48 | VUG | Vanguard Growth ETF | — | EXIT | Sold out |
| 49 | HLNE | Hamilton Lane Inc-class A | — | NEW | New buy |
| 50 | VIG | Vanguard Dividend Apprec ETF | — | 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 307 disclosed positions in Q1 2025.
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, VCIT) accounted for 9.0% of total reported equity market value during Q1 2025.
Top New Position Initiated
SE
市值: $1.2M
Top Position Liquidated / Trimmed
CP
前期市值: $929.7K
During Q1 2025, Gibbs Wealth Management's top holdings by market value included GOVT (4.2%)、SPYG (3.8%)、VCIT (2.9%). The largest single position, GOVT, represented 4.2% of total portfolio value.
In Q1 2025, Gibbs Wealth Management made 50 total portfolio adjustments, initiating 6 new buys, adding to 33 positions, trimming 6 holdings, and fully liquidating 5 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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