Gibbs Wealth Management Reduced Holdings in Q3 2025

Gibbs Wealth Management

  • $442 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
-280K
- 33.04%
$22.64 - $23.22 $6.34M - $6.5M
567K $13.1B
SPYG
Spdr Portfolio

ETFs
-74.7K
- 29.73%
$94.33 - $105.31 $7.04M - $7.86M
176K $18.4B
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
-49.4K
- 73.16%
$87.69 - $96.0 $4.33M - $4.74M
18.1K $1.71B
VCIT
Vanguard Intermediate Term Cor

ETFs
-43.3K
- 26.34%
$81.75 - $84.54 $3.54M - $3.66M
121K $10.2B
COST
Costco Wholesale Corp

Consumer Defensive
-3.14K
- 91.85%
$915.95 - $994.57 $2.88M - $3.13M
279 $258M
ABT
Abbott Laboratories

Healthcare
-18K
- 53.56%
$120.51 - $136.62 $2.17M - $2.46M
15.6K $2.09B
SPMB
Spdr Ser Tr Spdr Portfolio Mor

ETFs
-117K
- 19.53%
$21.77 - $22.57 $2.56M - $2.65M
484K $10.9B
TMO
Thermo Fisher Scientific Inc.

Healthcare
-6.06K
- 88.6%
$404.94 - $499.99 $2.45M - $3.03M
779 $378M
AMZN
Amazon Com Inc

Consumer Cyclical
-10K
- 22.11%
$211.65 - $238.24 $2.12M - $2.39M
35.3K $7.75B
ADBE
Adobe Inc.

Technology
-4.77K
- 56.35%
$333.65 - $392.1 $1.59M - $1.87M
3.7K $1.3B
V
Visa Inc.

Financial Services
-4.51K
- 22.59%
$332.09 - $358.86 $1.5M - $1.62M
15.4K $5.27B
JNK
Spdr Bloomberg High Yield Bond

ETFs
-17.9K
- 68.97%
$96.22 - $98.19 $1.73M - $1.76M
8.07K $791M
NFLX
Netflix Inc

Communication Services
-928
- 26.74%
$1147.87 - $1297.18 $1.07M - $1.2M
2.54K $3.05B
MSFT
Microsoft Corp

Technology
-4.01K
- 17.11%
$491.09 - $535.64 $1.97M - $2.15M
19.4K $10B
SPSB
Spdr Portfolio Short Term Corp

ETFs
-39K
- 19.5%
$30.02 - $30.29 $1.17M - $1.18M
161K $4.88B
BRO
Brown & Brown, Inc.

Financial Services
-9.29K
- 66.94%
$90.88 - $108.93 $844K - $1.01M
4.59K $430M
JQUA
J P Morgan ETF Tr U S Quality

ETFs
-19.6K
- 33.23%
$59.61 - $63.09 $1.17M - $1.24M
39.3K $2.48B
SAP
Sap Se

Technology
-2.3K
- 20.86%
$252.42 - $311.93 $580K - $717K
8.72K $2.33B
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-34.2K
- 23.01%
$42.67 - $46.91 $1.46M - $1.61M
115K $5.36B
ELF
E.L.F. Beauty, Inc.

Consumer Defensive
-7.66K
- 77.99%
$99.92 - $146.67 $765K - $1.12M
2.16K $286M
ABNB
Airbnb, Inc.

Consumer Cyclical
-6.26K
- 42.97%
$118.3 - $142.16 $741K - $890K
8.31K $1.01B
Cooper Cos Inc
-12.1K
- 55.27%
N/A
9.78K $671M
AON
Aon PLC

Financial Services
-2.43K
- 30.49%
$350.91 - $375.27 $851K - $910K
5.53K $1.97B
WDAY
Workday, Inc.

Technology
-3.57K
- 46.25%
$213.69 - $247.69 $762K - $883K
4.14K $997M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
-27.5K
- 12.27%
$52.12 - $55.33 $1.43M - $1.52M
196K $10.9B
PM
Philip Morris International Inc.

Consumer Defensive
-3.58K
- 28.79%
$157.77 - $183.27 $564K - $655K
8.84K $1.43B
LLY
Eli Lilly & CO

Healthcare
-823
- 11.59%
$625.65 - $812.69 $515K - $669K
6.28K $4.79B
ORCL
Oracle Corp

Technology
-11.9K
- 28.29%
$218.96 - $328.33 $2.61M - $3.91M
30.2K $8.49B
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-7.52K
- 10.12%
$91.44 - $91.77 $688K - $690K
66.8K $6.13B
MA
Mastercard Inc

Financial Services
-1.31K
- 15.16%
$550.18 - $598.96 $721K - $785K
7.33K $4.17B
ACN
Accenture PLC

Technology
-1.21K
- 16.39%
$232.56 - $304.78 $281K - $368K
6.16K $1.52B
RYAN
Ryan Specialty Holdings, Inc.

Financial Services
-5.96K
- 21.2%
$50.98 - $67.62 $304K - $403K
22.1K $1.25B
VEA
Vanguard Ftse Developed Market

ETFs
-11.6K
- 65.38%
$56.02 - $60.3 $648K - $698K
6.13K $367M
DIS
Walt Disney CO

Communication Services
-3.93K
- 21.8%
$112.25 - $124.0 $441K - $488K
14.1K $1.62B
USHY
Ishares Tr Broad Usd High Yiel

ETFs
-17K
- 17.49%
$37.14 - $37.85 $631K - $643K
80.1K $3.03B
NOW
Service Now, Inc.

Technology
-338
- 14.7%
$850.86 - $1044.69 $288K - $353K
1.96K $1.8B
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
-10.9K
- 21.81%
$50.53 - $50.82 $552K - $555K
39.2K $1.99B
MUB
Ishares National Muni Bond ETF

ETFs
-5.45K
- 39.51%
$103.24 - $106.68 $563K - $581K
8.35K $889M
ZTS
Zoetis Inc.

Healthcare
-2.58K
- 14.85%
$141.13 - $159.19 $365K - $411K
14.8K $2.17B
MORN
Morningstar, Inc.

Financial Services
-862
- 21.42%
$231.72 - $311.89 $200K - $269K
3.16K $734M
IVV
Ishares Core S&P 500 ETF

ETFs
-995
- 33.2%
$620.67 - $670.08 $618K - $667K
2K $1.34B
META
Meta Platforms, Inc.

Communication Services
-681
- 15.42%
$695.21 - $791.73 $473K - $539K
3.74K $2.74B
CSCO
Cisco Systems, Inc.

Technology
-6.82K
- 20.06%
$66.2 - $71.79 $451K - $489K
27.2K $1.86B
FDS
Factset Research Systems Inc

Financial Services
-367
- 16.47%
$283.86 - $450.3 $104K - $165K
1.86K $533M
NVO
Novo Nordisk A S

Healthcare
-2.36K
- 9.79%
$45.38 - $71.7 $107K - $169K
21.7K $1.21B
BA
Boeing CO

Industrials
-2.38K
- 22.17%
$209.79 - $237.38 $500K - $565K
8.36K $1.8B
HEIA
Heico Crp Cl A
-1.62K
- 23.88%
N/A
5.15K $1.31B
SFM
Sprouts Farmers Market, Inc.

Consumer Defensive
-1.13K
- 19.93%
$108.8 - $169.61 $123K - $191K
4.52K $492M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
-20.7K
- 14.6%
$42.26 - $47.16 $874K - $976K
121K $5.6B
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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