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CIK: 0001911266
Total reported value
$160.3M
$160.3M
35 檔
49.7%
The Q1 2024 SEC filing reveals that Gibson Wealth Advisors LLC held a total portfolio value of $160.3M, covering 35 public equity positions.
During Q1 2024, Gibson Wealth Advisors LLC'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 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 34.40% | +2.08% | — | |
| 2 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 12.59% | +0.71% | — | |
| 3 | VTIP | Vanguard Short-term Tips | ETF-Other | 12.57% | — | — | |
| 4 | VXUS | Vanguard Total Intl Stock | ETF-Other | 11.63% | +0.31% | — | |
| 5 | NSC | Norfolk Southern CORP | Stock-Industrials | 5.58% | +0.09% | — | |
| 6 | VB | Vanguard Small-cap ETF | ETF-Other | 2.64% | +0.10% | — | |
| 7 | XOM | Exxon Mobil CORP | Stock-Energy | 2.26% | -0.61% | — | |
| 8 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 2.08% | +0.06% | — | |
| 9 | CVX | Chevron CORP | Stock-Energy | 1.70% | -0.65% | — | |
| 10 | PEP | Pepsico Inc | Stock-Consumer Staples | 1.36% | -0.16% | — | |
| 11 | MRK | Merck & Co. Inc. | Stock-Healthcare | 1.27% | -0.01% | — | |
| 12 | DUK | Duke Energy CORP | Stock-Utilities | 1.21% | -0.29% | — | |
| 13 | NVDA | Nvidia CORP | Stock-Tech | 1.12% | +0.12% | — | |
| 14 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.08% | -0.03% | — | |
| 15 | AAPL | Apple Inc | Stock-Tech | 0.99% | +0.07% | — | |
| 16 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-Other | 0.65% | +0.03% | — | |
| 17 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.59% | — | — | |
| 18 | EVRG | Evergy Inc | Stock-Utilities | 0.59% | -0.08% | — | |
| 19 | AEP | American Electric Power | Stock-Utilities | 0.52% | -0.02% | — | |
| 20 | FLO | Flowers Foods Inc | Stock-Consumer Staples | 0.49% | — | — | |
| 21 | FUTY | Fidelity Msci US Utilities | ETF-Other | 0.45% | — | — | |
| 22 | OC | Owens Corning | Stock-Industrials | 0.39% | — | — | |
| 23 | MU | Micron Technology Inc | Stock-Tech | 0.37% | +0.37% | — | |
| 24 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.35% | +0.17% | — | |
| 25 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.34% | +0.01% | — | |
| 26 | TXN | Texas Instruments Inc | Stock-Tech | 0.34% | +0.09% | — | |
| 27 | SHW | Sherwin-williams Co/the | Stock-Materials | 0.33% | — | — | |
| 28 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.33% | +0.02% | — | |
| 29 | MMM | 3m Co | Stock-Industrials | 0.31% | +0.01% | — | |
| 30 | T | At&t Inc | Stock-Comm Services | 0.28% | -0.22% | — | |
| 31 | SBSI | Southside Bancshares Inc | Stock-Other | 0.28% | +0.01% | — | |
| 32 | IBM | Intl Business Machines CORP | Stock-Tech | 0.28% | +0.02% | — | |
| 33 | DVN | Devon Energy CORP | Stock-Energy | 0.22% | -0.15% | EXIT | |
| 34 | VDE | Vanguard Energy ETF | ETF-Other | 0.22% | -0.29% | EXIT | |
| 35 | BAC | Bank Of America CORP | Stock-Financials | 0.19% | — | — |
According to official SEC Form 13F filings, Gibson Wealth Advisors LLC reported a total U.S. public equity portfolio value of $160.3M across 35 disclosed positions in Q1 2024.
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In terms of portfolio concentration, the top 5 core holdings (including VTI, VOO, VTIP) accounted for 49.7% of total reported equity market value during Q1 2024.
During Q1 2024, Gibson Wealth Advisors LLC's top holdings by market value included VTI (34.4%)、VOO (12.6%)、VTIP (12.6%). The largest single position, VTI, represented 34.4% of total portfolio value.
In Q1 2024, Gibson Wealth Advisors LLC 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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