Gibbs Wealth Management Portfolio Holdings by Sector

Gibbs Wealth Management

$519 Billion
Q2 2025

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
ETFs \| ETFs SPYG GOVT SPDW VCIT SPMB SHYG SPYV SPTL 72 stocks	$198 Million 38.92% of portfolio	72	-	72	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT ORCL ADBE BOX ACIW PLTR CYBR TDC 10 stocks	$27.3 Million 5.36% of portfolio	10	-	10	-	0 Calls 0 Puts
Software—Application \| Technology SHOP SAP NOW WDAY GWRE PAYC CVLT NCNO 19 stocks	$22.3 Million 4.37% of portfolio	19	-	19	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN SE MELI 3 stocks	$12.7 Million 2.5% of portfolio	3	-	3	-	0 Calls 0 Puts
Semiconductors \| Technology NVDA QCOM MPWR AVGO RMBS AMD TXN POWI 9 stocks	$12.5 Million 2.46% of portfolio	9	-	9	-	0 Calls 0 Puts
Credit Services \| Financial Services V MA AXP PYPL 4 stocks	$12.5 Million 2.45% of portfolio	4	-	4	-	0 Calls 0 Puts
Drug Manufacturers—General \| Healthcare LLY ABBV JNJ AZN BMY GILD MRK NVS 9 stocks	$11.6 Million 2.28% of portfolio	9	-	9	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services GOOGL GOOG META SPOT 4 stocks	$11.4 Million 2.23% of portfolio	4	-	4	-	0 Calls 0 Puts
Aerospace & Defense \| Industrials RTX BA CW GD AVAV LMT WWD 7 stocks	$10.1 Million 1.99% of portfolio	7	-	7	-	0 Calls 0 Puts
Medical Devices \| Healthcare ABT MDT ITGR UFPT ALGN INSP STE PODD 8 stocks	$9.94 Million 1.95% of portfolio	8	-	8	-	0 Calls 0 Puts
Banks—Diversified \| Financial Services JPM WFC RY BAC C NU BBVA MUFG 8 stocks	$8.84 Million 1.74% of portfolio	8	-	8	-	0 Calls 0 Puts
Entertainment \| Communication Services NFLX DIS 2 stocks	$6.88 Million 1.35% of portfolio	2	-	2	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL SONY 2 stocks	$6.8 Million 1.34% of portfolio	2	-	2	-	0 Calls 0 Puts
Information Technology Services \| Technology ACN EPAM IT BR IBM GLOB LDOS JKHY 10 stocks	$6.55 Million 1.29% of portfolio	10	-	10	-	0 Calls 0 Puts
Discount Stores \| Consumer Defensive COST OLLI WMT BJ 4 stocks	$6.26 Million 1.23% of portfolio	4	-	4	-	0 Calls 0 Puts
Specialty Industrial Machinery \| Industrials AME PNR CR NPO CSWI JBT NDSN GE 9 stocks	$5.76 Million 1.13% of portfolio	9	-	9	-	0 Calls 0 Puts
Financial Data & Stock Exchanges \| Financial Services MSCI MORN FDS CME SPGI 5 stocks	$5.34 Million 1.05% of portfolio	5	-	5	-	0 Calls 0 Puts
Telecom Services \| Communication Services VZ CMCSA IDCC T 4 stocks	$5.25 Million 1.03% of portfolio	4	-	4	-	0 Calls 0 Puts
Insurance Brokers \| Financial Services AON BRO WTW 3 stocks	$5.03 Million 0.99% of portfolio	3	-	3	-	0 Calls 0 Puts
Diagnostics & Research \| Healthcare TMO IDXX ICLR MEDP 4 stocks	$4.92 Million 0.97% of portfolio	4	-	4	-	0 Calls 0 Puts
Capital Markets \| Financial Services HLI PJT MS LPLA SCHW 5 stocks	$4.45 Million 0.87% of portfolio	5	-	5	-	0 Calls 0 Puts
Biotechnology \| Healthcare NVO LGND VCEL VRTX REGN HALO EDIT 7 stocks	$4.34 Million 0.85% of portfolio	7	-	7	-	0 Calls 0 Puts
Insurance—Diversified \| Financial Services BRK-B AIG GSHD 3 stocks	$4.25 Million 0.83% of portfolio	3	-	3	-	0 Calls 0 Puts
Restaurants \| Consumer Cyclical SBUX MCD DPZ YUM 4 stocks	$4.24 Million 0.83% of portfolio	4	-	4	-	0 Calls 0 Puts
Medical Instruments & Supplies \| Healthcare BDX WST LMAT MMSI ISRG 5 stocks	$3.91 Million 0.77% of portfolio	5	-	5	-	0 Calls 0 Puts
Household & Personal Products \| Consumer Defensive UL ELF PG 3 stocks	$3.89 Million 0.76% of portfolio	3	-	3	-	0 Calls 0 Puts
Drug Manufacturers—Specialty & Generic \| Healthcare ZTS PBH HLN 3 stocks	$3.75 Million 0.74% of portfolio	3	-	3	-	0 Calls 0 Puts
Banks—Regional \| Financial Services HDB SFBS ABCB USB IBN PNC LYG 7 stocks	$3.54 Million 0.7% of portfolio	7	-	7	-	0 Calls 0 Puts
Utilities—Regulated Electric \| Utilities DUK PCG WEC AEP FE 5 stocks	$3.42 Million 0.67% of portfolio	5	-	5	-	0 Calls 0 Puts
Semiconductor Equipment & Materials \| Technology AMAT ASML NVMI INDI 4 stocks	$3.4 Million 0.67% of portfolio	4	-	4	-	0 Calls 0 Puts
Oil & Gas Integrated \| Energy CVX XOM SHEL TTE 4 stocks	$3.35 Million 0.66% of portfolio	4	-	4	-	0 Calls 0 Puts
Beverages—Non-Alcoholic \| Consumer Defensive PEP KO MNST CELH 4 stocks	$3.27 Million 0.64% of portfolio	4	-	4	-	0 Calls 0 Puts
Engineering & Construction \| Industrials STRL PRIM FIX EME 4 stocks	$3.17 Million 0.62% of portfolio	4	-	4	-	0 Calls 0 Puts
Healthcare Plans \| Healthcare CVS CI CNC UNH 4 stocks	$3.11 Million 0.61% of portfolio	4	-	4	-	0 Calls 0 Puts
Auto Manufacturers \| Consumer Cyclical TSLA F 2 stocks	$3.1 Million 0.61% of portfolio	2	-	2	-	0 Calls 0 Puts
Building Products & Equipment \| Industrials AAON WMS LII TT 4 stocks	$2.75 Million 0.54% of portfolio	4	-	4	-	0 Calls 0 Puts
Tobacco \| Consumer Defensive PM BTI MO 3 stocks	$2.68 Million 0.53% of portfolio	3	-	3	-	0 Calls 0 Puts
Gold \| Basic Materials AEM NEM 2 stocks	$2.64 Million 0.52% of portfolio	2	-	2	-	0 Calls 0 Puts
Railroads \| Industrials WAB CSX UNP CNI 4 stocks	$2.6 Million 0.51% of portfolio	4	-	4	-	0 Calls 0 Puts
Oil & Gas Midstream \| Energy ENB WMB OKE 3 stocks	$2.58 Million 0.51% of portfolio	3	-	3	-	0 Calls 0 Puts
Scientific & Technical Instruments \| Technology TDY BMI 2 stocks	$2.45 Million 0.48% of portfolio	2	-	2	-	0 Calls 0 Puts
Consulting Services \| Industrials VRSK EFX EXPO 3 stocks	$2.44 Million 0.48% of portfolio	3	-	3	-	0 Calls 0 Puts
Communication Equipment \| Technology CSCO 1 stocks	$2.36 Million 0.46% of portfolio	1	-	1	-	0 Calls 0 Puts
Travel Services \| Consumer Cyclical ABNB MMYT 2 stocks	$2.17 Million 0.43% of portfolio	2	-	2	-	0 Calls 0 Puts
Oil & Gas E&P \| Energy COP OXY SM RRC 4 stocks	$2.09 Million 0.41% of portfolio	4	-	4	-	0 Calls 0 Puts
Electronic Components \| Technology GLW OLED APH 3 stocks	$2.03 Million 0.4% of portfolio	3	-	3	-	0 Calls 0 Puts
Specialty Chemicals \| Basic Materials SXT BCPC APD HWKN 4 stocks	$2.02 Million 0.4% of portfolio	4	-	4	-	0 Calls 0 Puts
Insurance—Specialty \| Financial Services RYAN 1 stocks	$1.91 Million 0.38% of portfolio	1	-	1	-	0 Calls 0 Puts
Home Improvement Retail \| Consumer Cyclical LOW HD 2 stocks	$1.9 Million 0.37% of portfolio	2	-	2	-	0 Calls 0 Puts
Asset Management \| Financial Services HLNE CNS SEIC ARES 4 stocks	$1.79 Million 0.35% of portfolio	4	-	4	-	0 Calls 0 Puts
Industrial Distribution \| Industrials POOL WSO FAST 3 stocks	$1.59 Million 0.31% of portfolio	3	-	3	-	0 Calls 0 Puts
Specialty Retail \| Consumer Cyclical CASY TSCO 2 stocks	$1.59 Million 0.31% of portfolio	2	-	2	-	0 Calls 0 Puts
Auto & Truck Dealerships \| Consumer Cyclical CPRT 1 stocks	$1.44 Million 0.28% of portfolio	1	-	1	-	0 Calls 0 Puts
Apparel Retail \| Consumer Cyclical BOOT ROST 2 stocks	$1.31 Million 0.26% of portfolio	2	-	2	-	0 Calls 0 Puts
Publishing \| Communication Services RELX 1 stocks	$1.3 Million 0.26% of portfolio	1	-	1	-	0 Calls 0 Puts
Farm & Heavy Construction Machinery \| Industrials CAT DE 2 stocks	$1.29 Million 0.25% of portfolio	2	-	2	-	0 Calls 0 Puts
Copper \| Basic Materials FCX 1 stocks	$1.17 Million 0.23% of portfolio	1	-	1	-	0 Calls 0 Puts
Real Estate Services \| Real Estate CSGP 1 stocks	$1.11 Million 0.22% of portfolio	1	-	1	-	0 Calls 0 Puts
REIT—Specialty \| Real Estate AMT 1 stocks	$1.09 Million 0.21% of portfolio	1	-	1	-	0 Calls 0 Puts
Medical Care Facilities \| Healthcare THC 1 stocks	$1.03 Million 0.2% of portfolio	1	-	1	-	0 Calls 0 Puts
Oil & Gas Equipment & Services \| Energy FTI 1 stocks	$964,741 0.19% of portfolio	1	-	1	-	0 Calls 0 Puts
Grocery Stores \| Consumer Defensive SFM 1 stocks	$930,197 0.18% of portfolio	1	-	1	-	0 Calls 0 Puts
Utilities—Diversified \| Utilities AES 1 stocks	$821,516 0.16% of portfolio	1	-	1	-	0 Calls 0 Puts
Oil & Gas Refining & Marketing \| Energy MPC 1 stocks	$817,825 0.16% of portfolio	1	-	1	-	0 Calls 0 Puts
Computer Hardware \| Technology PSTG 1 stocks	$817,234 0.16% of portfolio	1	-	1	-	0 Calls 0 Puts
Waste Management \| Industrials RSG WM 2 stocks	$805,755 0.16% of portfolio	2	-	2	-	0 Calls 0 Puts
Insurance—Life \| Financial Services MET 1 stocks	$750,194 0.15% of portfolio	1	-	1	-	0 Calls 0 Puts
Education & Training Services \| Consumer Defensive UTI 1 stocks	$697,492 0.14% of portfolio	1	-	1	-	0 Calls 0 Puts
Trucking \| Industrials ODFL 1 stocks	$669,193 0.13% of portfolio	1	-	1	-	0 Calls 0 Puts
Insurance—Property & Casualty \| Financial Services WRB KNSL 2 stocks	$651,277 0.13% of portfolio	2	-	2	-	0 Calls 0 Puts
Pollution & Treatment Controls \| Industrials FSS 1 stocks	$613,181 0.12% of portfolio	1	-	1	-	0 Calls 0 Puts
Integrated Freight & Logistics \| Industrials UPS EXPD 2 stocks	$610,163 0.12% of portfolio	2	-	2	-	0 Calls 0 Puts
Furnishings, Fixtures & Appliances \| Consumer Cyclical TILE 1 stocks	$582,196 0.11% of portfolio	1	-	1	-	0 Calls 0 Puts
Confectioners \| Consumer Defensive MDLZ 1 stocks	$550,315 0.11% of portfolio	1	-	1	-	0 Calls 0 Puts
Airlines \| Industrials LUV 1 stocks	$532,298 0.1% of portfolio	1	-	1	-	0 Calls 0 Puts
Staffing & Employment Services \| Industrials ADP 1 stocks	$489,115 0.1% of portfolio	1	-	1	-	0 Calls 0 Puts
Packaged Foods \| Consumer Defensive MKC GIS 2 stocks	$487,428 0.1% of portfolio	2	-	2	-	0 Calls 0 Puts
Residential Construction \| Consumer Cyclical SKY 1 stocks	$482,224 0.09% of portfolio	1	-	1	-	0 Calls 0 Puts
Security & Protection Services \| Industrials ALLE 1 stocks	$466,798 0.09% of portfolio	1	-	1	-	0 Calls 0 Puts
Footwear & Accessories \| Consumer Cyclical ONON 1 stocks	$434,558 0.09% of portfolio	1	-	1	-	0 Calls 0 Puts
Leisure \| Consumer Cyclical YETI 1 stocks	$433,280 0.09% of portfolio	1	-	1	-	0 Calls 0 Puts
Utilities—Renewable \| Utilities CEG 1 stocks	$402,182 0.08% of portfolio	1	-	1	-	0 Calls 0 Puts
Health Information Services \| Healthcare HQY CERT 2 stocks	$383,252 0.08% of portfolio	2	-	2	-	0 Calls 0 Puts
Medical Distribution \| Healthcare MCK 1 stocks	$350,271 0.07% of portfolio	1	-	1	-	0 Calls 0 Puts
REIT—Retail \| Real Estate SPG 1 stocks	$293,209 0.06% of portfolio	1	-	1	-	0 Calls 0 Puts
Tools & Accessories \| Industrials SNA 1 stocks	$293,128 0.06% of portfolio	1	-	1	-	0 Calls 0 Puts
Utilities—Regulated Water \| Utilities AWK 1 stocks	$280,308 0.06% of portfolio	1	-	1	-	0 Calls 0 Puts
Conglomerates \| Industrials VMI 1 stocks	$272,033 0.05% of portfolio	1	-	1	-	0 Calls 0 Puts
Electrical Equipment & Parts \| Industrials NVT 1 stocks	$259,100 0.05% of portfolio	1	-	1	-	0 Calls 0 Puts
REIT—Residential \| Real Estate MAA 1 stocks	$206,462 0.04% of portfolio	1	-	1	-	0 Calls 0 Puts
Beverages—Wineries & Distilleries \| Consumer Defensive DEO 1 stocks	$206,339 0.04% of portfolio	1	-	1	-	0 Calls 0 Puts

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Gibbs Wealth Management Portfolio Holdings by Sector

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