Gimbal Financial Portfolio Holdings by Sector
Gimbal Financial
- $122 Billion
- Q1 2024
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
IVV DGRO IWM IXN IHI IVW IDU PTNQ 23 stocks |
$97.7 Million
79.95% of portfolio
|
  13  
|
  7  
|
  6  
|
- |
0
Calls
0
Puts
|
Drug Manufacturers—General | Healthcare
LLY JNJ ABBV AMGN NVS 5 stocks |
$16.3 Million
13.33% of portfolio
|
  1  
|
  2  
|
- | - |
0
Calls
0
Puts
|
Software—Infrastructure | Technology
MSFT 1 stocks |
$1.34 Million
1.1% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Semiconductors | Technology
TXN INTC 2 stocks |
$1.34 Million
1.1% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Consumer Electronics | Technology
AAPL 1 stocks |
$634,752
0.52% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Discount Stores | Consumer Defensive
WMT 1 stocks |
$464,688
0.38% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Communication Equipment | Technology
CSCO 1 stocks |
$461,817
0.38% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Conglomerates | Industrials
HON 1 stocks |
$445,598
0.36% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Home Improvement Retail | Consumer Cyclical
HD 1 stocks |
$442,673
0.36% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Internet Content & Information | Communication Services
GOOGL 1 stocks |
$421,547
0.35% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Oil & Gas E&P | Energy
CLMT 1 stocks |
$401,889
0.33% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Banks—Diversified | Financial Services
JPM 1 stocks |
$357,303
0.29% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Medical Devices | Healthcare
ABT 1 stocks |
$330,105
0.27% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Thermal Coal | Energy
BTU 1 stocks |
$297,211
0.24% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
$289,061
0.24% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Specialty Industrial Machinery | Industrials
EMR 1 stocks |
$269,259
0.22% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Integrated Freight & Logistics | Industrials
UPS 1 stocks |
$265,305
0.22% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Oil & Gas Refining & Marketing | Energy
MPC 1 stocks |
$227,411
0.19% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Beverages—Non-Alcoholic | Consumer Defensive
KO 1 stocks |
$219,514
0.18% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|