Gibbs Wealth Management New Holdings in Q2 2025

Gibbs Wealth Management

  • $519 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
ACN
Accenture PLC

Technology
7.37K
New
$279.23 - $323.21 $2.06M - $2.38M
7.37K $2.2B
JPM
Jpmorgan Chase & CO

Financial Services
7.44K
New
$210.28 - $289.91 $1.56M - $2.16M
7.44K $2.16B
JBBB
Janus Detroit Str Tr Henderson

ETFs
44.2K
New
$46.79 - $48.56 $2.07M - $2.15M
44.2K $2.13B
AEM
Agnico Eagle Mines LTD

Basic Materials
17.8K
New
$99.48 - $124.46 $1.77M - $2.22M
17.8K $2.12B
PHYL
Pgim ETF Tr

ETFs
56.7K
New
$33.41 - $35.49 $1.89M - $2.01M
56.7K $2.01B
ABNB
Airbnb, Inc.

Consumer Cyclical
14.6K
New
$105.69 - $140.64 $1.54M - $2.05M
14.6K $1.93B
RYAN
Ryan Specialty Holdings, Inc.

Financial Services
28.1K
New
$64.31 - $75.93 $1.81M - $2.13M
28.1K $1.91B
MDT
Medtronic PLC

Healthcare
21.8K
New
$80.68 - $88.86 $1.76M - $1.94M
21.8K $1.9B
UL
Unilever PLC

Consumer Defensive
30.4K
New
$57.9 - $65.43 $1.76M - $1.99M
30.4K $1.86B
IVV
Ishares Core S&P 500 ETF

ETFs
3K
New
$498.8 - $620.9 $1.49M - $1.86M
3K $1.86B
WDAY
Workday, Inc.

Technology
7.71K
New
$210.47 - $274.71 $1.62M - $2.12M
7.71K $1.85B
HEIA
Heico Crp Cl A
6.76K
New
N/A
6.76K $1.75B
WFC
Wells Fargo & Company

Financial Services
21.6K
New
$60.98 - $80.12 $1.32M - $1.73M
21.6K $1.73B
SONY
Sony Group Corp

Technology
65.7K
New
$21.24 - $26.88 $1.4M - $1.77M
65.7K $1.71B
CW
Curtiss Wright Corp

Industrials
3.43K
New
$283.18 - $488.55 $972K - $1.68M
3.43K $1.68B
NVO
Novo Nordisk A S

Healthcare
24.1K
New
$58.08 - $81.05 $1.4M - $1.95M
24.1K $1.66B
SECT
Sector 10, Inc.

ETFs
28.5K
New
$45.25 - $58.07 $1.29M - $1.65M
28.5K $1.65B
RY
Royal Bank Of Canada

Financial Services
12.1K
New
$108.36 - $131.55 $1.31M - $1.6M
12.1K $1.6B
PEP
Pepsico Inc

Consumer Defensive
12K
New
$128.02 - $151.37 $1.53M - $1.81M
12K $1.58B
SPY
Spdr S&P 500 ETF Trust

ETFs
2.53K
New
$496.48 - $617.85 $1.25M - $1.56M
2.53K $1.56B
Cooper Cos Inc
21.9K
New
N/A
21.9K $1.56B
BRO
Brown & Brown, Inc.

Financial Services
13.9K
New
$104.48 - $124.43 $1.45M - $1.73M
13.9K $1.54B
OLLI
Ollie'S Bargain Outlet Holdings, Inc.

Consumer Defensive
11.7K
New
$103.49 - $133.44 $1.21M - $1.56M
11.7K $1.54B
DUK
Duke Energy Corp

Utilities
12.6K
New
$112.46 - $124.05 $1.42M - $1.57M
12.6K $1.49B
BIZD
Vaneck Vectors ETF Tr Bdc Inco

ETFs
91.3K
New
$13.96 - $16.51 $1.27M - $1.51M
91.3K $1.49B
QCOM
Qualcomm Inc

Technology
9.16K
New
$124.66 - $159.48 $1.14M - $1.46M
9.16K $1.46B
STRL
Sterling Construction CO Inc

Industrials
6.26K
New
$104.96 - $231.51 $657K - $1.45M
6.26K $1.44B
MUB
Ishares National Muni Bond ETF

ETFs
13.8K
New
$102.31 - $105.8 $1.41M - $1.46M
13.8K $1.44B
CPRT
Copart Inc

Consumer Cyclical
29.4K
New
$47.72 - $63.84 $1.4M - $1.87M
29.4K $1.44B
BAC
Bank Of America Corp

Financial Services
30K
New
$34.39 - $47.46 $1.03M - $1.42M
30K $1.42B
GD
General Dynamics Corp

Industrials
4.78K
New
$247.68 - $291.66 $1.18M - $1.4M
4.78K $1.4B
CVX
Chevron Corp

Energy
9.73K
New
$133.73 - $168.51 $1.3M - $1.64M
9.73K $1.39B
AMAT
Applied Materials Inc

Technology
7.58K
New
$126.95 - $183.52 $963K - $1.39M
7.58K $1.39B
IDXX
Idexx Laboratories Inc

Healthcare
2.58K
New
$361.04 - $536.34 $931K - $1.38M
2.58K $1.38B
ENB
Enbridge Inc

Energy
29.1K
New
$41.09 - $47.16 $1.19M - $1.37M
29.1K $1.32B
RELX
Relx PLC

Communication Services
23.9K
New
$45.31 - $55.66 $1.08M - $1.33M
23.9K $1.3B
CVS
Cvs Health Corp

Healthcare
18.8K
New
$60.04 - $70.18 $1.13M - $1.32M
18.8K $1.29B
MORN
Morningstar, Inc.

Financial Services
4.02K
New
$255.31 - $313.93 $1.03M - $1.26M
4.02K $1.26B
TDY
Teledyne Technologies Inc

Technology
2.46K
New
$435.54 - $512.31 $1.07M - $1.26M
2.46K $1.26B
CMCSA
Comcast Corp

Communication Services
35.1K
New
$32.84 - $36.72 $1.15M - $1.29M
35.1K $1.25B
GWRE
Guidewire Software, Inc.

Technology
5.26K
New
$172.73 - $257.37 $908K - $1.35M
5.26K $1.24B
HLI
Houlihan Lokey, Inc.

Financial Services
6.86K
New
$141.59 - $182.75 $971K - $1.25M
6.86K $1.23B
PAYC
Paycom Software, Inc.

Technology
5.3K
New
$193.07 - $265.71 $1.02M - $1.41M
5.3K $1.23B
ELF
E.L.F. Beauty, Inc.

Consumer Defensive
9.82K
New
$49.95 - $128.54 $490K - $1.26M
9.82K $1.22B
AME
Ametek Inc

Industrials
6.65K
New
$151.41 - $182.75 $1.01M - $1.22M
6.65K $1.2B
BMI
Badger Meter Inc

Technology
4.88K
New
$170.72 - $254.17 $832K - $1.24M
4.88K $1.19B
CVLT
Commvault Systems Inc

Technology
6.81K
New
$139.35 - $190.99 $949K - $1.3M
6.81K $1.19B
COP
Conocophillips

Energy
13.2K
New
$82.66 - $106.1 $1.09M - $1.4M
13.2K $1.18B
C
Citigroup Inc

Financial Services
13.9K
New
$58.13 - $85.12 $805K - $1.18M
13.9K $1.18B
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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