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CIK: 0001835206
Total reported value
$162.7M
$162.7M
48 檔
45.0%
According to the latest 13F quarterly dataset, Gimbal Financial managed an equity portfolio of $162.7M at the end of Q4 2024, spanning 48 distinct U.S. exchange-listed positions.
During Q4 2024, Gimbal Financial'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 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 21.09% | +2.68% | +2.39% | |
| 2 | DGRO | Ishares Core Dividend Growth | ETF-Other | 14.44% | +9.13% | -31.86% | |
| 3 | LLY | Eli Lilly & Co | Stock-Healthcare | 11.58% | +3.65% | +62.33% | |
| 4 | IAU | Ishares Gold Trust | ETF-Commodities | 7.14% | — | -48.59% | |
| 5 | XMMO | Invesco S&p Midcap Momentum | ETF-Other | 5.53% | -10.12% | EXIT | |
| 6 | ONEQ | Fidelity Nasdaq Comp Indx | ETF-Tech | 5.39% | +0.09% | +4.15% | |
| 7 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 5.18% | — | +3.91% | |
| 8 | IAT | Ishares US Regional Banks Et | ETF-Other | 3.61% | — | +1.58% | |
| 9 | ARTY | Ishares Future Ai & Tech ETF | ETF-Tech | 3.25% | — | — | |
| 10 | IHAK | Ishares Cybersecurity & Tech | ETF-Tech | 3.07% | — | +1.99% | |
| 11 | PTLC | Pacer Trendpilot US Large Ca | ETF-Other | 3.06% | -1.23% | +0.80% | |
| 12 | PTNQ | Pacer Trendpilot 100 ETF | ETF-Other | 2.91% | -1.27% | +1.15% | |
| 13 | FMDE | Fidelity Enhanced Mid Cap Co | ETF-Other | 1.28% | — | +6.50% | |
| 14 | MSFT | Microsoft CORP | Stock-Tech | 1.00% | -0.42% | -4.02% | |
| 15 | AAPL | Apple Inc | Stock-Tech | 0.91% | -0.03% | -0.52% | |
| 16 | TXN | Texas Instruments Inc | Stock-Tech | 0.83% | +0.38% | +0.06% | |
| 17 | OEF | Ishares S&p 100 ETF | ETF-Other | 0.60% | -0.07% | — | |
| 18 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.58% | +0.08% | +0.14% | |
| 19 | WMT | Walmart Inc | Stock-Consumer Staples | 0.54% | — | +0.01% | |
| 20 | CLMT | Calumet Inc | Stock-Other | 0.49% | +0.27% | — | |
| 21 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.45% | -0.02% | -17.24% | |
| 22 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.44% | +0.01% | +1.00% | |
| 23 | CSCO | Cisco Systems Inc | Stock-Tech | 0.44% | +0.11% | -3.06% | |
| 24 | ABBV | Abbvie Inc | Stock-Healthcare | 0.43% | +0.04% | -0.10% | |
| 25 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.42% | +0.09% | -2.59% | |
| 26 | HON | Honeywell International Inc | Stock-Industrials | 0.40% | -0.28% | EXIT | |
| 27 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.38% | -0.01% | +0.25% | |
| 28 | HD | Home Depot Inc | Stock-Consumer Disc | 0.37% | -0.03% | +0.26% | |
| 29 | JPIN | JPM Diversified Ret Intl Eq | ETF-Other | 0.35% | +0.03% | — | |
| 30 | FCOM | Fidelity Msci Comm Serv Indx | ETF-Other | 0.34% | — | +5.49% | |
| 31 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.27% | +0.03% | — | |
| 32 | ABT | Abbott Laboratories | Stock-Healthcare | 0.27% | -0.07% | +0.10% | |
| 33 | CGGO | Cap Group Global Growth | ETF-Other | 0.27% | -0.18% | EXIT | |
| 34 | CL | Colgate-palmolive Co | Stock-Consumer Staples | 0.24% | -0.16% | EXIT | |
| 35 | CGDV | Cap Group Dividend Value | ETF-Other | 0.24% | -0.13% | EXIT | |
| 36 | EMR | Emerson Electric Co | Stock-Industrials | 0.22% | +0.01% | -6.95% | |
| 37 | AMGN | Amgen Inc | Stock-Healthcare | 0.21% | +0.04% | +0.10% | |
| 38 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.21% | -0.16% | EXIT | |
| 39 | BTU | Peabody Energy CORP | Stock-Energy | 0.21% | -0.02% | +0.32% | |
| 40 | VTV | Vanguard Value ETF | ETF-Other | 0.21% | +0.03% | — | |
| 41 | VOX | Vanguard Communication Servi | ETF-Other | 0.19% | — | — | |
| 42 | UPS | United Parcel Service-cl B | Stock-Industrials | 0.18% | — | -0.11% | |
| 43 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.18% | — | — | |
| 44 | NVS | Novartis Ag-sponsored Adr | Stock-Healthcare | 0.18% | +0.02% | — | |
| 45 | PTMC | Pacer Trendpilot US Mid Cap | ETF-Other | 0.17% | +0.24% | NEW | |
| 46 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.16% | +0.01% | — | |
| 47 | SPXS1EUR | Direxion Dly S&p 500 Bear 3x | ETF-Large Cap & Growth | 0.09% | — | — | |
| 48 | ✓ | Amarin Corp PLC | Stock-Other | 0.01% | — | — |
According to official SEC Form 13F filings, Gimbal Financial reported a total U.S. public equity portfolio value of $162.7M across 48 disclosed positions in Q4 2024.
During Q4 2024, Gimbal Financial's top holdings by market value included IVV (21.1%)、DGRO (14.4%)、LLY (11.6%). The largest single position, IVV, represented 21.1% of total portfolio value.
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 IVV, DGRO, LLY) accounted for 45.0% of total reported equity market value during Q4 2024.
In Q4 2024, Gimbal Financial 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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