Gimbal Financial Portfolio Holdings

Gimbal Financial

  • $154 Billion
  • Q3 2024

Gimbal Financial has filed its 13F form on October 25, 2024 for Q3 2024 where it was disclosed a total value porftolio of $154 Billion distributed in 49 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core Dividend Growth E with a value of $26.6B, Ishares Core S&P 500 ETF with a value of $24.9B, Ishares Gold Trust with a value of $17.7B, Eli Lilly & CO with a value of $16.2B, and Ishares Core S&P Mid Cap ETF with a value of $9.6B.

Examining the 13F form we can see an increase of $18.1B in the current position value, from $136B to 154B.

Gimbal Financial is based out at Carmel, IN

Below you can find more details about Gimbal Financial portfolio as well as his latest detailed transactions.

Portfolio value $154 Billion
ETFs: $126 Billion
Healthcare: $18.6 Billion
Technology: $3.95 Billion
Consumer Defensive: $1.17 Billion
Industrials: $960 Million
Financial Services: $495 Million
Consumer Cyclical: $471 Million
Communication Services: $458 Million
Other: $301 Million

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$26.6 Billion 17.28% of portfolio
423,000
Q3 2024 Added 24.94%
$0
$24.9 Billion 16.18% of portfolio
42,832
Q3 2024 Added 1.86%
$42.2B
$17.7 Billion 11.52% of portfolio
343,344
Q3 2024 Added 11.25%
$0
$9.6 Billion 6.23% of portfolio
153,667
Q3 2024 Added 6.85%
$0
$7.96 Billion 5.17% of portfolio
77,247
Q3 2024 New
$0
$6.61 Billion 4.29% of portfolio
111,418
Q3 2024 New
$0
$6.03 Billion 3.92% of portfolio
83,239
Q3 2024 Reduced 34.79%
$0
$5.83 Billion 3.78% of portfolio
60,062
Q3 2024 Reduced 27.52%
$0
$4.28 Billion 2.78% of portfolio
86,462
Q3 2024 New
$0
$3.75 Billion 2.44% of portfolio
75,444
Q3 2024 New
$0
$3.69 Billion 2.39% of portfolio
69,471
Q3 2024 Added 8.11%
$0
$3.5 Billion 2.27% of portfolio
47,560
Q3 2024 Added 6.54%
$0
$715 Million 0.46% of portfolio
2,548
Q4 2023 New
$0
$670 Million 0.44% of portfolio
3,387
Q3 2024 Reduced 0.27%
$0
$455 Million 0.3% of portfolio
7,946
Q3 2024 New
$0
$457 Million 0.3% of portfolio
788
Q3 2024 Reduced 17.4%
$0
$333 Million 0.22% of portfolio
1,252
Q3 2024 New
$0
$336 Million 0.22% of portfolio
11,220
Q4 2023 New
$0
$298 Million 0.19% of portfolio
8,218
Q2 2024 Added 0.01%
$0
$262 Million 0.17% of portfolio
1,500
Q3 2024 New
$0
$260 Million 0.17% of portfolio
2,258
Q3 2024 New
$0
$237 Million 0.15% of portfolio
481
Q3 2024 Reduced 15.47%
$0
$223 Million 0.14% of portfolio
7,875
Q3 2024 Added 200.0%
$0
$218 Million 0.14% of portfolio
1,500
Q2 2024 New
$0
$202 Million 0.13% of portfolio
3,590
Q3 2024 New

Summary

  • Portfolio
  • No. of Stocks 49
  • Current Value $154 Billion
  • Prior Value $136 Billion
  • Filing
  • Period Q3 2024
  • Filing Date October 25, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 12 stocks
  • Additional Purchases 19 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 12 stocks
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