Gibson Wealth Advisors LLC Portfolio Holdings

Gibson Wealth Advisors LLC

  • $5.2 Billion
  • Q4 2022

Gibson Wealth Advisors LLC has filed its 13F form on February 07, 2023 for Q4 2022 where it was disclosed a total value porftolio of $5.2 Billion distributed in 126 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Total Stock Market Et with a value of $1.34B, Vanguard Sht Trm Inflt Prot Fd with a value of $947M, Vanguard Index Fds S&P 500 ETF with a value of $579M, Vanguard Star Fd Vanguard Tota with a value of $505M, and Norfolk Southern Corp with a value of $338M.

Examining the 13F form we can see an increase of $5.11B in the current position value, from $87M to 5.2B.

Gibson Wealth Advisors LLC is based out at Tyler, TX

Below you can find more details about Gibson Wealth Advisors LLC portfolio as well as his latest detailed transactions.

Portfolio value $5.2 Billion
ETFs: $3.74 Billion
Industrials: $395 Million
Energy: $264 Million
Consumer Defensive: $212 Million
Utilities: $164 Million
Technology: $106 Million
Healthcare: $76 Million
Communication Services: $47.6 Million
Other: $85.5 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$1.34 Billion 25.7% of portfolio
6,931,909
Q4 2022 Added 5,441.94%
$0
$947 Million 18.22% of portfolio
19,884,009
Q4 2022 Added 4,399.04%
$0
$579 Million 11.13% of portfolio
1,638,171
Q4 2022 Added 5,652.21%
$0
$505 Million 9.71% of portfolio
10,081,047
Q4 2022 Added 5,369.59%
$49.5B
$338 Million 6.51% of portfolio
1,430,667
Q4 2022 Added 6,200.0%
$0
$143 Million 2.76% of portfolio
773,563
Q4 2022 Added 5,464.0%
$462B
$131 Million 2.53% of portfolio
1,226,547
Q4 2022 Added 6,200.0%
$299B
$117 Million 2.25% of portfolio
669,186
Q4 2022 Added 6,200.0%
$0
$101 Million 1.94% of portfolio
2,082,583
Q4 2022 Added 6,461.8%
$77.7B
$75.7 Million 1.46% of portfolio
786,500
Q4 2022 Added 7,390.48%
$223B
$67.4 Million 1.3% of portfolio
378,000
Q4 2022 Added 6,200.0%
$319B
$64.4 Million 1.24% of portfolio
630,000
Q4 2022 Added 6,200.0%
$393B
$57.5 Million 1.11% of portfolio
410,004
Q4 2022 Added 6,200.0%
$0
$56.7 Million 1.09% of portfolio
1,287,720
Q4 2022 Added 6,200.0%
$3.68T
$53.7 Million 1.03% of portfolio
376,031
Q4 2022 Added 10,783.68%
$12.2B
$43.1 Million 0.83% of portfolio
718,200
Q4 2022 Added 6,200.0%
$134B
$38.6 Million 0.74% of portfolio
2,155,293
Q4 2022 Added 6,200.0%
$271B
$38 Million 0.73% of portfolio
630,000
Q4 2022 Added 6,200.0%
$45.1B
$34.5 Million 0.66% of portfolio
378,624
Q4 2022 Added 11,557.14%
$172B
$34.3 Million 0.66% of portfolio
157,500
Q4 2022 Added 6,200.0%
$0
$31.4 Million 0.6% of portfolio
661,500
Q4 2022 Added 6,200.0%
$177B
$21 Million 0.4% of portfolio
126,126
Q4 2022 Added 6,200.0%
$856M
$19.7 Million 0.38% of portfolio
554,211
Q4 2022 Added 5,523.08%
$0
$19.2 Million 0.37% of portfolio
157,500
Q4 2022 Added 6,200.0%
$0
$16.8 Million 0.32% of portfolio
82,215
Q4 2022 Added 5,764.12%
Jpmorgan Chase Bank Na Cd M/W Qtrly Clbl
-
$15.6 Million 0.3% of portfolio
-
Q4 2022 Added 6,200.0%
First Republic Bank San Franci Cd
-
$15.7 Million 0.3% of portfolio
-
Q4 2022 Added 6,200.0%
Discover Bank Cd
-
$15.7 Million 0.3% of portfolio
-
Q4 2022 Added 6,200.0%
$77.5B
$14.6 Million 0.28% of portfolio
63,000
Q4 2022 Added 6,200.0%
$55.1B
$14.6 Million 0.28% of portfolio
119,400
Q4 2022 Added 8,428.57%
$158B
$13 Million 0.25% of portfolio
94,500
Q4 2022 Added 6,200.0%
$71.6B
$12.3 Million 0.24% of portfolio
315,000
Q4 2022 Added 6,200.0%
$327B
$11.3 Million 0.22% of portfolio
76,200
Q4 2022 New
$181B
$11.4 Million 0.22% of portfolio
43,281
Q4 2022 Added 6,200.0%
University Bank Cd Mthly
-
$10 Million 0.19% of portfolio
-
Q4 2022 New
United Fidelity Bank Cd
-
$10 Million 0.19% of portfolio
-
Q4 2022 New
Mountain Comm Bk Erwin Tenn Cd Mthly
-
$10 Million 0.19% of portfolio
-
Q4 2022 New
Wells Fargo Bank National Assn Cd
-
$8.18 Million 0.16% of portfolio
-
Q4 2022 New
Customers Bk Phoenixville Pa Cd
-
$8.14 Million 0.16% of portfolio
-
Q4 2022 New
$2.03T
$8.12 Million 0.16% of portfolio
82,600
Q4 2022 Added 27,433.33%
$1.79B
$7.99 Million 0.15% of portfolio
228,690
Q4 2022 Added 6,200.0%
Webster Bank Waterbury Cd
-
$7.85 Million 0.15% of portfolio
-
Q4 2022 Added 6,200.0%
$72.6B
$5.81 Million 0.11% of portfolio
163,937
Q4 2022 New
$233B
$5.53 Million 0.11% of portfolio
47,250
Q4 2022 Added 6,200.0%
$28.7B
$5.77 Million 0.11% of portfolio
86,751
Q4 2022 Added 6,200.0%
$17.3B
$4.45 Million 0.09% of portfolio
391,134
Q4 2022 Added 5,947.22%
$47.1B
$4.08 Million 0.08% of portfolio
32,130
Q4 2022 Added 6,200.0%
$86.9B
$3.66 Million 0.07% of portfolio
48,510
Q4 2022 Added 6,200.0%
$384B
$3.1 Million 0.06% of portfolio
17,955
Q4 2022 Added 6,200.0%

Summary

  • Portfolio
  • No. of Stocks 126
  • Current Value $5.2 Billion
  • Prior Value $87 Million
  • Filing
  • Period Q4 2022
  • Filing Date February 07, 2023
  • Form Type 13F-HR
  • Activity in Q4 2022
  • New Purchases 15 stocks
  • Additional Purchases 109 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 2 stocks
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