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CIK: 0001911266
Total reported value
$160.3M
$160.3M
34 檔
60.1%
The Q4 2024 SEC filing reveals that Gibson Wealth Advisors LLC held a total portfolio value of $160.3M, covering 34 public equity positions.
During Q4 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 | 32.48% | +2.08% | -0.99% | |
| 2 | BND | Vanguard Total Bond Market | ETF-Other | 19.16% | -0.84% | +5.78% | |
| 3 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 12.91% | +0.71% | +1.35% | |
| 4 | VXUS | Vanguard Total Intl Stock | ETF-Other | 10.61% | +0.31% | +0.76% | |
| 5 | NSC | Norfolk Southern CORP | Stock-Industrials | 4.40% | +0.09% | — | |
| 6 | VB | Vanguard Small-cap ETF | ETF-Other | 2.41% | +0.10% | +2.79% | |
| 7 | XOM | Exxon Mobil CORP | Stock-Energy | 1.89% | -0.61% | — | |
| 8 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 1.85% | +0.06% | -0.20% | |
| 9 | AAPL | Apple Inc | Stock-Tech | 1.41% | +0.07% | -0.96% | |
| 10 | NVDA | Nvidia CORP | Stock-Tech | 1.38% | +0.12% | -3.44% | |
| 11 | CVX | Chevron CORP | Stock-Energy | 1.34% | -0.65% | — | |
| 12 | DUK | Duke Energy CORP | Stock-Utilities | 1.16% | -0.29% | — | |
| 13 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.89% | -0.03% | — | |
| 14 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.82% | -0.01% | — | |
| 15 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.76% | -0.16% | -21.45% | |
| 16 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-Other | 0.62% | +0.03% | — | |
| 17 | EVRG | Evergy Inc | Stock-Utilities | 0.58% | -0.08% | — | |
| 18 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.51% | — | — | |
| 19 | AEP | American Electric Power | Stock-Utilities | 0.48% | -0.02% | — | |
| 20 | FUTY | Fidelity Msci US Utilities | ETF-Other | 0.44% | — | — | |
| 21 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.37% | +0.02% | — | |
| 22 | OC | Owens Corning | Stock-Industrials | 0.34% | — | — | |
| 23 | FLO | Flowers Foods Inc | Stock-Consumer Staples | 0.33% | — | -4.70% | |
| 24 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.33% | +0.17% | — | |
| 25 | MMM | 3m Co | Stock-Industrials | 0.32% | +0.01% | — | |
| 26 | T | At&t Inc | Stock-Comm Services | 0.31% | -0.22% | — | |
| 27 | TXN | Texas Instruments Inc | Stock-Tech | 0.29% | +0.09% | -7.24% | |
| 28 | IBM | Intl Business Machines CORP | Stock-Tech | 0.27% | +0.02% | — | |
| 29 | MU | Micron Technology Inc | Stock-Tech | 0.27% | +0.37% | +0.03% | |
| 30 | SBSI | Southside Bancshares Inc | Stock-Other | 0.26% | +0.01% | — | |
| 31 | VDE | Vanguard Energy ETF | ETF-Other | 0.25% | -0.29% | EXIT | |
| 32 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.21% | +0.01% | — | |
| 33 | BAC | Bank Of America CORP | Stock-Financials | 0.19% | — | — | |
| 34 | ENB | Enbridge Inc | Stock-Energy | 0.18% | -0.18% | EXIT |
According to official SEC Form 13F filings, Gibson Wealth Advisors LLC reported a total U.S. public equity portfolio value of $160.3M across 34 disclosed positions in Q4 2024.
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In terms of portfolio concentration, the top 5 core holdings (including VTI, BND, VOO) accounted for 60.1% of total reported equity market value during Q4 2024.
During Q4 2024, Gibson Wealth Advisors LLC's top holdings by market value included VTI (32.5%)、BND (19.2%)、VOO (12.9%). The largest single position, VTI, represented 32.5% of total portfolio value.
In Q4 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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