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 Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

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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