Gimbal Financial Portfolio Holdings
Gimbal Financial
- $111 Billion
- Q1 2025
Gimbal Financial has filed its 13F form on April 23, 2025 for Q1 2025 where it was disclosed a total value porftolio of $111 Billion distributed in 40 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 $18.2B, Ishares Gold Trust with a value of $17.6B, Ishares Core S&P 500 ETF with a value of $16.9B, Eli Lilly & CO with a value of $14.9B, and I Shares Silver Trust with a value of $13.7B.
Examining the 13F form we can see an decrease of $11.6B in the current position value, from $122B to 111B.
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
$111 Billion
ETFs: $86.5 Billion
Healthcare: $17.2 Billion
Technology: $3.46 Billion
Consumer Defensive: $939 Million
Financial Services: $760 Million
Industrials: $703 Million
Communication Services: $421 Million
Consumer Cyclical: $353 Million
Other: $169 Million
Stock Holdings Table Market Cap. of $2 Billions to $10 Billions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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