Gibbs Wealth Management Reduced Holdings in Q3 2025

Gibbs Wealth Management

  • $442 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
OLLI
Ollie'S Bargain Outlet Holdings, Inc.

Consumer Defensive
-3.04K
- 26.04%
$123.13 - $140.8 $374K - $427K
8.62K $1.11B
KO
Coca Cola CO

Consumer Defensive
-5.31K
- 43.31%
$65.67 - $71.67 $349K - $381K
6.96K $461M
SBUX
Starbucks Corp

Consumer Cyclical
-2.68K
- 10.93%
$81.9 - $96.86 $219K - $259K
21.8K $1.85B
UL
Unilever PLC

Consumer Defensive
-5.72K
- 18.79%
$58.43 - $65.01 $334K - $372K
24.7K $1.47B
JPM
Jpmorgan Chase & CO

Financial Services
-1.85K
- 24.85%
$282.78 - $316.06 $523K - $584K
5.59K $1.76B
RELX
Relx PLC

Communication Services
-4.88K
- 20.44%
$45.13 - $54.19 $220K - $265K
19K $908M
FCX
Freeport Mcmoran Inc

Basic Materials
-7.07K
- 26.15%
$35.34 - $47.21 $250K - $334K
20K $783M
JBBB
Janus Detroit Str Tr Henderson

ETFs
-7.9K
- 17.88%
$48.04 - $48.61 $379K - $384K
36.3K $1.75B
QCOM
Qualcomm Inc

Technology
-2.67K
- 29.15%
$145.84 - $173.55 $390K - $464K
6.49K $1.08B
MSCI
Msci Inc.

Financial Services
-573
- 13.15%
$526.48 - $588.0 $302K - $337K
3.78K $2.15B
VRSK
Verisk Analytics, Inc.

Industrials
-652
- 20.08%
$242.3 - $312.95 $158K - $204K
2.6K $653M
BIZD
Vaneck Vectors ETF Tr Bdc Inco

ETFs
-15.6K
- 17.04%
$14.94 - $16.82 $232K - $262K
75.7K $1.13B
GSHD
Goosehead Insurance, Inc.

Financial Services
-1.59K
- 21.24%
$73.5 - $104.57 $117K - $167K
5.91K $440M
RTX
Raytheon Technologies Corp

Industrials
-4.94K
- 22.14%
$144.19 - $167.33 $712K - $827K
17.4K $2.91B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-859
- 16.83%
$459.11 - $506.91 $394K - $435K
4.25K $2.13B
JMBS
Janus Detroit Str Tr Henderson

ETFs
-8.31K
- 13.92%
$44.34 - $45.94 $368K - $382K
51.4K $2.35B
CMCSA
Comcast Corp

Communication Services
-6.12K
- 17.43%
$31.41 - $36.33 $192K - $222K
29K $911M
WTW
Willis Towers Watson PLC

Financial Services
-1.13K
- 53.28%
$301.83 - $345.45 $341K - $390K
990 $342M
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
-5.12K
- 45.06%
$59.81 - $60.11 $306K - $308K
6.24K $374M
SPOT
Spotify Technology S.A.

Communication Services
-364
- 50.49%
$620.01 - $738.53 $226K - $269K
357 $249M
ALGN
Align Technology Inc

Healthcare
-607
- 17.31%
$124.88 - $207.19 $75.8K - $126K
2.9K $363M
GOOG
Alphabet Inc.

Communication Services
-6.63K
- 33.08%
$175.16 - $255.24 $1.16M - $1.69M
13.4K $3.26B
PAYC
Paycom Software, Inc.

Technology
-765
- 14.44%
$208.14 - $238.8 $159K - $183K
4.53K $944M
UFPT
Ufp Technologies Inc

Healthcare
-659
- 19.47%
$190.04 - $252.55 $125K - $166K
2.73K $544M
MELI
Mercadolibre Inc

Consumer Cyclical
-77
- 21.33%
$2292.04 - $2514.05 $176K - $194K
284 $664M
GLW
Corning Inc

Technology
-11.2K
- 51.32%
$51.6 - $82.03 $575K - $915K
10.6K $868M
PHYL
Pgim ETF Tr

ETFs
-7.96K
- 14.06%
$35.14 - $35.8 $280K - $285K
48.7K $1.74B
NCNO
N Cino, Inc.

Technology
-8.54K
- 21.33%
$26.19 - $32.69 $224K - $279K
31.5K $854M
CAT
Caterpillar Inc

Industrials
-1.04K
- 39.22%
$390.92 - $477.15 $408K - $498K
1.62K $772M
ITGR
Integer Holdings Corp

Healthcare
-1.15K
- 16.67%
$100.19 - $121.77 $115K - $140K
5.75K $594M
AMT
American Tower Corp

Real Estate
-586
- 11.91%
$192.32 - $232.35 $113K - $136K
4.33K $834M
GWRE
Guidewire Software, Inc.

Technology
-972
- 18.5%
$207.82 - $261.88 $202K - $255K
4.28K $984M
PG
Procter & Gamble CO

Consumer Defensive
-1.41K
- 27.92%
$150.47 - $161.22 $212K - $227K
3.64K $560M
AIG
American International Group, Inc.

Financial Services
-2.08K
- 18.21%
$76.34 - $85.87 $159K - $179K
9.35K $734M
VCEL
Vericel Corp

Healthcare
-1.94K
- 12.78%
$29.84 - $41.74 $58K - $81.1K
13.3K $417M
C
Citigroup Inc

Financial Services
-4.44K
- 32.05%
$85.57 - $103.49 $380K - $460K
9.42K $956M
WAB
Westinghouse Air Brake Technologies Corp

Industrials
-865
- 17.19%
$185.65 - $214.38 $161K - $185K
4.17K $836M
LPLA
Lpl Financial Holdings Inc.

Financial Services
-372
- 17.29%
$332.69 - $399.0 $124K - $148K
1.78K $592M
LOW
Lowes Companies Inc

Consumer Cyclical
-1.39K
- 28.99%
$215.01 - $273.02 $298K - $378K
3.39K $853M
SE
Sea LTD

Consumer Cyclical
-2.35K
- 20.24%
$146.23 - $196.5 $344K - $462K
9.27K $1.66B
Listed Fds Tr
-8.95K
- 44.56%
N/A
11.1K $296M
SONY
Sony Group Corp

Technology
-13.2K
- 20.11%
$23.92 - $30.07 $316K - $397K
52.5K $1.51B
DUK
Duke Energy Corp

Utilities
-2.13K
- 16.81%
$116.31 - $125.93 $247K - $268K
10.5K $1.3B
ABBV
Abb Vie Inc.

Healthcare
-2.07K
- 32.74%
$184.85 - $231.54 $382K - $479K
4.25K $984M
ODFL
Old Dominion Freight Line, Inc.

Industrials
-700
- 16.98%
$138.59 - $171.12 $97K - $120K
3.42K $482M
CRM
Salesforce, Inc.

Technology
-385
- 14.55%
$231.66 - $273.65 $89.2K - $105K
2.26K $536M
CW
Curtiss Wright Corp

Industrials
-686
- 19.98%
$472.43 - $542.94 $324K - $372K
2.75K $1.49B
FTI
Technip Fmc PLC

Energy
-8.25K
- 29.47%
$32.19 - $40.89 $266K - $338K
19.8K $779M
CSWI
Csw Industrials, Inc.

Industrials
-341
- 14.68%
$289.31 - $293.0 $98.7K - $99.9K
1.98K $481M
Activity Summary
Buys All Purchases 51 New Holdings 19 Increased Positions 32 Sells All Sells 273 Reductions 273 Sold out 0 Options Calls 0 Puts 0
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