Gibbs Wealth Management New Holdings in Q2 2025

Gibbs Wealth Management

  • $519 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SPYG
Spdr Portfolio

ETFs
251K
New
$71.83 - $95.32 $18M - $23.9M
251K $23.9B
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
847K
New
$22.54 - $23.17 $19.1M - $19.6M
847K $19.5B
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
392K
New
$32.66 - $40.75 $12.8M - $16M
392K $15.9B
VCIT
Vanguard Intermediate Term Cor

ETFs
164K
New
$79.56 - $82.92 $13.1M - $13.6M
164K $13.6B
SPMB
Spdr Ser Tr Spdr Portfolio Mor

ETFs
602K
New
$21.55 - $22.2 $13M - $13.4M
602K $13.3B
SHYG
Ishares 0 5 Year High Yield CO

ETFs
290K
New
$40.82 - $43.14 $11.9M - $12.5M
290K $12.5B
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
224K
New
$45.11 - $52.34 $10.1M - $11.7M
224K $11.7B
MSFT
Microsoft Corp

Technology
23.4K
New
$354.56 - $497.45 $8.3M - $11.6M
23.4K $11.6B
AMZN
Amazon Com Inc

Consumer Cyclical
45.3K
New
$167.32 - $223.3 $7.58M - $10.1M
45.3K $9.94B
SPTL
Spdr Portfolio Long Term Treas

ETFs
352K
New
$25.48 - $27.78 $8.98M - $9.79M
352K $9.37B
V
Visa Inc.

Financial Services
20K
New
$308.27 - $373.31 $6.15M - $7.45M
20K $7.08B
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
74.4K
New
$91.43 - $91.74 $6.8M - $6.82M
74.4K $6.82B
NVDA
Nvidia Corp

Technology
42.5K
New
$94.31 - $157.99 $4.01M - $6.71M
42.5K $6.71B
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
149K
New
$34.72 - $42.74 $5.17M - $6.36M
149K $6.36B
SPSB
Spdr Portfolio Short Term Corp

ETFs
200K
New
$29.82 - $30.19 $5.97M - $6.04M
200K $6.04B
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
142K
New
$35.35 - $42.68 $5.01M - $6.05M
142K $6.03B
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
67.6K
New
$72.61 - $88.75 $4.91M - $6M
67.6K $6B
LLY
Eli Lilly & CO

Healthcare
7.1K
New
$713.71 - $898.95 $5.07M - $6.38M
7.1K $5.53B
AAPL
Apple Inc.

Technology
24.8K
New
$172.42 - $223.89 $4.28M - $5.55M
24.8K $5.09B
MA
Mastercard Inc

Financial Services
8.64K
New
$479.92 - $590.74 $4.15M - $5.11M
8.64K $4.86B
NFLX
Netflix Inc

Communication Services
3.47K
New
$855.86 - $1339.13 $2.97M - $4.65M
3.47K $4.65B
SHOP
Shopify Inc.

Technology
39.9K
New
$76.89 - $115.35 $3.07M - $4.61M
39.9K $4.61B
ABT
Abbott Laboratories

Healthcare
33.6K
New
$123.95 - $138.08 $4.17M - $4.65M
33.6K $4.58B
GOOGL
Alphabet Inc.

Communication Services
22.7K
New
$144.7 - $178.6 $3.28M - $4.05M
22.7K $3.99B
USHY
Ishares Tr Broad Usd High Yiel

ETFs
97.1K
New
$35.3 - $37.51 $3.43M - $3.64M
97.1K $3.64B
GOOG
Alphabet Inc.

Communication Services
20K
New
$146.58 - $180.01 $2.94M - $3.61M
20K $3.55B
JQUA
J P Morgan ETF Tr U S Quality

ETFs
58.9K
New
$50.39 - $60.05 $2.97M - $3.54M
58.9K $3.54B
COST
Costco Wholesale Corp

Consumer Defensive
3.42K
New
$908.13 - $1056.85 $3.11M - $3.62M
3.42K $3.39B
SAP
Sap Se

Technology
11K
New
$237.53 - $309.8 $2.62M - $3.41M
11K $3.35B
ADBE
Adobe Inc.

Technology
8.47K
New
$340.0 - $420.68 $2.88M - $3.56M
8.47K $3.28B
META
Meta Platforms, Inc.

Communication Services
4.42K
New
$484.66 - $738.09 $2.14M - $3.26M
4.42K $3.26B
RTX
Raytheon Technologies Corp

Industrials
22.3K
New
$113.75 - $148.48 $2.54M - $3.31M
22.3K $3.26B
TSLA
Tesla, Inc.

Consumer Cyclical
8.97K
New
$221.86 - $362.89 $1.99M - $3.25M
8.97K $2.85B
AON
Aon PLC

Financial Services
7.96K
New
$335.85 - $398.81 $2.67M - $3.17M
7.96K $2.84B
TMO
Thermo Fisher Scientific Inc.

Healthcare
6.84K
New
$390.26 - $489.06 $2.67M - $3.34M
6.84K $2.77B
ZTS
Zoetis Inc.

Healthcare
17.4K
New
$144.41 - $170.3 $2.51M - $2.96M
17.4K $2.71B
JMBS
Janus Detroit Str Tr Henderson

ETFs
59.7K
New
$43.89 - $45.45 $2.62M - $2.71M
59.7K $2.69B
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
50.1K
New
$49.79 - $50.75 $2.49M - $2.54M
50.1K $2.54B
JNK
Spdr Bloomberg High Yield Bond

ETFs
26K
New
$91.23 - $97.27 $2.37M - $2.53M
26K $2.53B
MSCI
Msci Inc.

Financial Services
4.36K
New
$506.56 - $576.74 $2.21M - $2.51M
4.36K $2.51B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
5.11K
New
$483.48 - $539.8 $2.47M - $2.76M
5.11K $2.48B
VZ
Verizon Communications Inc

Communication Services
56.4K
New
$41.67 - $45.62 $2.35M - $2.57M
56.4K $2.44B
Profesionally Managed Portfo
77.8K
New
N/A
77.8K $2.43B
NOW
Service Now, Inc.

Technology
2.3K
New
$721.65 - $1040.18 $1.66M - $2.39M
2.3K $2.36B
CSCO
Cisco Systems, Inc.

Technology
34K
New
$53.19 - $69.38 $1.81M - $2.36M
34K $2.36B
PM
Philip Morris International Inc.

Consumer Defensive
12.4K
New
$149.23 - $184.95 $1.85M - $2.3M
12.4K $2.26B
BA
Boeing CO

Industrials
10.7K
New
$136.59 - $217.51 $1.47M - $2.34M
10.7K $2.25B
SBUX
Starbucks Corp

Consumer Cyclical
24.5K
New
$79.69 - $99.41 $1.95M - $2.44M
24.5K $2.25B
DIS
Walt Disney CO

Communication Services
18K
New
$81.72 - $124.01 $1.47M - $2.24M
18K $2.24B
Activity Summary
Buys All Purchases 367 New Holdings 367 Increased Positions 0 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 0 Puts 0
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