Gibbs Wealth Management Closed Holding Positions

Gibbs Wealth Management

  • $442 Billion
  • Q3 2025
Stock Closed Quarter Shares Sold Price Range Trade History
VUG
Vanguard Growth ETF

ETFs
Q1 2025 Filed on Nov 04, 2025
964
$369.1 - $427.61 $356K - $412K
IMCB
Ishares Morningstar Mid Cap Et

ETFs
Q4 2024 Filed on Nov 04, 2025
20,386
$75.22 - $82.17 $1.53M - $1.68M
FCN
Fti Consulting, Inc

Industrials
Q1 2025 Filed on Nov 04, 2025
1,471
$160.54 - $198.75 $236K - $292K
FFIN
First Financial Bankshares Inc

Financial Services
Q3 2024 Filed on Nov 04, 2025
7,051
$28.56 - $39.46 $201K - $278K
DRSK
ETF Ser Solutions Aptus Define

ETFs
Q3 2024 Filed on Nov 04, 2025
10,170
$26.97 - $28.55 $274K - $290K
Canadian Pacific Kansas City
Q1 2025 Filed on Nov 04, 2025
12,847
N/A
WWD
Woodward, Inc.

Industrials
Q3 2024 Filed on Nov 04, 2025
2,108
$151.73 - $187.23 $320K - $395K
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
Q2 2024 Filed on Nov 04, 2025
11,777
$72.31 - $79.02 $852K - $931K
SFM
Sprouts Farmers Market, Inc.

Consumer Defensive
Q1 2025 Filed on Nov 04, 2025
5,021
$132.75 - $177.12 $667K - $889K
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
Q2 2024 Filed on Nov 04, 2025
6,563
$76.01 - $82.53 $499K - $542K
INDA
Ishares Msci India Index Fund

ETFs
Q4 2024 Filed on Nov 04, 2025
5,090
$52.64 - $58.16 $268K - $296K
BBJP
Jp Morgan ETF Trust Betabuilde

ETFs
Q3 2024 Filed on Nov 04, 2025
8,920
$52.27 - $60.45 $466K - $539K
VVV
Valvoline Inc

Energy
Q1 2025 Filed on Nov 04, 2025
8,960
$34.44 - $40.19 $309K - $360K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
Q1 2025 Filed on Nov 04, 2025
398
$507.05 - $563.67 $202K - $224K
Global X Fds
Q1 2025 Filed on Nov 04, 2025
5,453
N/A
BUFD
First Tr Exc Trd Fd Viii Ft Cb

ETFs
Q1 2025 Filed on Nov 04, 2025
10,396
$24.66 - $26.1 $256K - $271K
VIG
Vanguard Dividend Appreciation

ETFs
Q1 2025 Filed on Nov 04, 2025
1,879
N/A
VTI
Vanguard Total Stock Market Et

ETFs
Q1 2025 Filed on Nov 04, 2025
975
$271.18 - $303.12 $264K - $296K
SPTS
Spdr Portfolio Short Term Trea

ETFs
Q1 2025 Filed on Nov 04, 2025
7,216
$28.92 - $29.24 $209K - $211K
MGPI
Mgp Ingredients Inc

Consumer Defensive
Q4 2024 Filed on Nov 04, 2025
3,480
$38.87 - $83.35 $135K - $290K
ETR
Entergy Corp

Utilities
Q1 2025 Filed on Nov 04, 2025
3,699
$75.26 - $87.89 $278K - $325K
SMPL
Simply Good Foods CO

Consumer Defensive
Q2 2024 Filed on Nov 04, 2025
6,052
$31.75 - $38.49 $192K - $233K
RGTI
Rigetti Computing, Inc.

Technology
Q4 2024 Filed on Nov 04, 2025
37,835
$0.74 - $17.08 $28K - $646K
HLN
Haleon PLC

Healthcare
Q4 2024 Filed on Nov 04, 2025
81,111
$9.23 - $10.71 $749K - $869K
FOXF
Fox Factory Holding Corp

Consumer Cyclical
Q2 2024 Filed on Nov 04, 2025
5,456
$38.89 - $52.18 $212K - $285K
FMC
Fmc Corp

Basic Materials
Q2 2024 Filed on Nov 04, 2025
3,591
$54.38 - $67.53 $195K - $243K
DFH
Dream Finders Homes, Inc.

Consumer Cyclical
Q2 2024 Filed on Nov 04, 2025
12,153
$24.8 - $43.03 $301K - $523K
DM
Desktop Metal, Inc.

Technology
Q2 2024 Filed on Nov 04, 2025
10,503
$0.49 - $4.97 $5.15K - $52.2K
DRI
Darden Restaurants Inc

Consumer Cyclical
Q2 2024 Filed on Nov 04, 2025
2,680
$145.98 - $167.24 $391K - $448K
BAX
Baxter International Inc

Healthcare
Q2 2024 Filed on Nov 04, 2025
6,049
$32.87 - $43.55 $199K - $263K
AZTA
Azenta, Inc.

Healthcare
Q4 2024 Filed on Nov 04, 2025
7,840
$40.37 - $51.57 $317K - $404K
AZPN
Aspen Technology, Inc.

Technology
Q1 2025 Filed on Nov 04, 2025
1,987
$249.06 - $274.8 $495K - $546K
HUM
Humana Inc

Healthcare
Q4 2024 Filed on Nov 04, 2025
939
$233.89 - $304.18 $220K - $286K
ICFI
Icf International, Inc.

Industrials
Q4 2024 Filed on Nov 04, 2025
2,541
$117.59 - $175.87 $299K - $447K
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
Q2 2024 Filed on Nov 04, 2025
1,844
$113.43 - $115.88 $209K - $214K
RJF
Raymond James Financial Inc

Financial Services
Q2 2024 Filed on Nov 04, 2025
3,371
$115.67 - $129.99 $390K - $438K
QRTEA
Qurate Retail, Inc.

Consumer Cyclical
Q4 2024 Filed on Nov 04, 2025
24,858
$0.31 - $0.68 $7.71K - $16.9K
QLYS
Qualys, Inc.

Technology
Q3 2024 Filed on Nov 04, 2025
1,716
$120.88 - $149.14 $207K - $256K
ONTO
Onto Innovation Inc.

Technology
Q3 2024 Filed on Nov 04, 2025
1,429
$158.45 - $238.04 $226K - $340K
MEDP
Medpace Holdings, Inc.

Healthcare
Q2 2024 Filed on Nov 04, 2025
835
$372.0 - $424.34 $311K - $354K
LW
Lamb Weston Holdings, Inc.

Consumer Defensive
Q3 2024 Filed on Nov 04, 2025
5,143
$53.01 - $82.74 $273K - $426K
AMJ
Jpmorgan Chase & CO Alerian Ml

ETFs
Q2 2024 Filed on Nov 04, 2025
24,704
$0.0 - $28.95 $0 - $715K
TLT
Ishares Barclays 20+ Year Trea

ETFs
Q4 2024 Filed on Nov 04, 2025
4,343
$87.1 - $98.49 $378K - $428K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
Q3 2024 Filed on Nov 04, 2025
6,583
$81.31 - $83.29 $535K - $548K
AKTS
Akoustis Technologies, Inc.

Technology
Q4 2024 Filed on Nov 04, 2025
122,467
$0.0 - $0.11 $0 - $13.5K
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