Gibson Wealth Advisors LLC Portfolio Holdings

Gibson Wealth Advisors LLC

  • $121 Billion
  • Q4 2024

Gibson Wealth Advisors LLC has filed its 13F form on February 13, 2025 for Q4 2024 where it was disclosed a total value porftolio of $121 Billion distributed in 34 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 $39.4B, Vanguard Bd Index Fd Inc Total with a value of $23.2B, Vanguard Index Fds S&P 500 ETF with a value of $15.6B, Vanguard Star Fd Vanguard Tota with a value of $12.9B, and Norfolk Southern Corp with a value of $5.33B.

Examining the 13F form we can see an decrease of $1.71B in the current position value, from $123B to 121B.

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 $121 Billion
ETFs: $98.1 Billion
Industrials: $6.13 Billion
Technology: $4.38 Billion
Energy: $4.13 Billion
Consumer Defensive: $3.02 Billion
Utilities: $2.68 Billion
Healthcare: $995 Million
Financial Services: $943 Million
Other: $825 Million

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$59.3B
$5.33 Billion 4.4% of portfolio
22,709
Q1 2024 Reduced 98.41%
$85.9B
$1.4 Billion 1.16% of portfolio
13,000
Q1 2024 Reduced 98.35%
$198B
$920 Million 0.76% of portfolio
6,050
Q4 2024 Reduced 21.45%
$15.3B
$702 Million 0.58% of portfolio
11,400
Q1 2024 Reduced 98.41%
$52.3B
$576 Million 0.48% of portfolio
6,248
Q1 2024 Reduced 98.35%
$16.8B
$409 Million 0.34% of portfolio
2,399
Q1 2024 New
$82.1B
$394 Million 0.32% of portfolio
3,050
Q1 2024 Reduced 97.45%
$184B
$381 Million 0.31% of portfolio
16,711
Q1 2024 Reduced 99.22%
$177B
$348 Million 0.29% of portfolio
1,857
Q4 2024 Reduced 7.24%
$108B
$325 Million 0.27% of portfolio
3,867
Q4 2024 Added 0.03%
$87.2B
$212 Million 0.18% of portfolio
5,000
Q3 2024 New

Summary

  • Portfolio
  • No. of Stocks 34
  • Current Value $121 Billion
  • Prior Value $123 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 13, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 0 stocks
  • Additional Purchases 5 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 7 stocks
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