Gibbs Wealth Management Portfolio Holdings by Sector
Gibbs Wealth Management
- $442 Billion
- Q3 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
SPYG SPDW GOVT SHYG SECT SPYV SPMB VCIT 60 stocks |
$169 Million
38.98% of portfolio
|
13
|
46
|
4
|
- |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
MSFT ORCL ADBE SNPS NET PLTR ACIW BOX 10 stocks |
$24.6 Million
5.68% of portfolio
|
3
|
7
|
2
|
- |
0
Calls
0
Puts
|
|
Software—Application | Technology
SHOP SAP NOW UBER CVLT WDAY GWRE INTU 17 stocks |
$20 Million
4.63% of portfolio
|
4
|
13
|
1
|
- |
0
Calls
0
Puts
|
|
Semiconductors | Technology
NVDA AVGO RMBS QCOM MPWR AMD TXN TSM 9 stocks |
$17.6 Million
4.06% of portfolio
|
2
|
7
|
- | - |
0
Calls
0
Puts
|
|
Internet Content & Information | Communication Services
GOOGL GOOG META CARG SPOT 5 stocks |
$11.5 Million
2.64% of portfolio
|
1
|
4
|
1
|
- |
0
Calls
0
Puts
|
|
Drug Manufacturers—General | Healthcare
LLY JNJ AZN ABBV BMY GILD MRK PFE 9 stocks |
$10.6 Million
2.46% of portfolio
|
- |
9
|
- | - |
0
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
AMZN SE MELI 3 stocks |
$10.1 Million
2.32% of portfolio
|
- |
3
|
- | - |
0
Calls
0
Puts
|
|
Credit Services | Financial Services
V MA AXP 3 stocks |
$9.74 Million
2.25% of portfolio
|
- |
3
|
- | - |
0
Calls
0
Puts
|
|
Aerospace & Defense | Industrials
RTX BA CW GD AVAV LMT WWD 7 stocks |
$9.07 Million
2.09% of portfolio
|
- |
6
|
- | - |
0
Calls
0
Puts
|
|
Banks—Diversified | Financial Services
JPM RY WFC BAC C NU SAN 7 stocks |
$7.93 Million
1.83% of portfolio
|
1
|
6
|
1
|
- |
0
Calls
0
Puts
|
|
Medical Devices | Healthcare
ABT MDT BSX ITGR UFPT ALGN STE PODD 8 stocks |
$6.84 Million
1.58% of portfolio
|
1
|
7
|
1
|
- |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL SONY 2 stocks |
$6.52 Million
1.5% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Telecom Services | Communication Services
VZ IDCC CMCSA T 4 stocks |
$5.67 Million
1.31% of portfolio
|
1
|
3
|
- | - |
0
Calls
0
Puts
|
|
Specialty Industrial Machinery | Industrials
AME PNR NPO CR JBT CSWI NDSN GE 8 stocks |
$5.01 Million
1.16% of portfolio
|
- |
8
|
- | - |
0
Calls
0
Puts
|
|
Capital Markets | Financial Services
HLI MS PJT LPLA SCHW 5 stocks |
$4.95 Million
1.14% of portfolio
|
1
|
4
|
- | - |
0
Calls
0
Puts
|
|
Entertainment | Communication Services
NFLX DIS 2 stocks |
$4.66 Million
1.08% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Engineering & Construction | Industrials
STRL EME PRIM FIX 4 stocks |
$4.43 Million
1.02% of portfolio
|
1
|
3
|
- | - |
0
Calls
0
Puts
|
|
Financial Data & Stock Exchanges | Financial Services
MSCI MORN FDS CME 4 stocks |
$3.8 Million
0.88% of portfolio
|
1
|
3
|
- | - |
0
Calls
0
Puts
|
|
Biotechnology | Healthcare
NVO LGND VRTX VCEL REGN HALO EDIT 7 stocks |
$3.79 Million
0.87% of portfolio
|
- |
6
|
- | - |
0
Calls
0
Puts
|
|
Information Technology Services | Technology
ACN EPAM BR IBM BBAI 5 stocks |
$3.71 Million
0.86% of portfolio
|
2
|
3
|
- | - |
0
Calls
0
Puts
|
|
Restaurants | Consumer Cyclical
SBUX MCD DPZ 3 stocks |
$3.48 Million
0.8% of portfolio
|
- |
3
|
- | - |
0
Calls
0
Puts
|
|
Utilities—Regulated Electric | Utilities
DUK PCG WEC AEP SO FE 6 stocks |
$3.43 Million
0.79% of portfolio
|
1
|
5
|
1
|
- |
0
Calls
0
Puts
|
|
Medical Instruments & Supplies | Healthcare
BDX WST LMAT MMSI ISRG 5 stocks |
$3.4 Million
0.79% of portfolio
|
- |
5
|
- | - |
0
Calls
0
Puts
|
|
Semiconductor Equipment & Materials | Technology
AMAT ASML NVMI INDI 4 stocks |
$3.34 Million
0.77% of portfolio
|
- |
3
|
- | - |
0
Calls
0
Puts
|
|
Insurance—Diversified | Financial Services
BRK-B AIG GSHD 3 stocks |
$3.31 Million
0.76% of portfolio
|
- |
3
|
- | - |
0
Calls
0
Puts
|
|
Banks—Regional | Financial Services
SFBS ABCB HDB AUB USB IBN LYG 7 stocks |
$3.13 Million
0.72% of portfolio
|
2
|
5
|
1
|
- |
0
Calls
0
Puts
|
|
Auto Manufacturers | Consumer Cyclical
TSLA F 2 stocks |
$3.12 Million
0.72% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Gold | Basic Materials
AEM NEM 2 stocks |
$3 Million
0.69% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Oil & Gas Integrated | Energy
CVX XOM SHEL TTE 4 stocks |
$2.97 Million
0.68% of portfolio
|
- |
4
|
- | - |
0
Calls
0
Puts
|
|
Beverages—Non-Alcoholic | Consumer Defensive
PEP MNST KO CELH 4 stocks |
$2.94 Million
0.68% of portfolio
|
1
|
3
|
- | - |
0
Calls
0
Puts
|
|
Insurance Brokers | Financial Services
AON BRO WTW 3 stocks |
$2.74 Million
0.63% of portfolio
|
- |
3
|
- | - |
0
Calls
0
Puts
|
|
Diagnostics & Research | Healthcare
IDXX ICLR TMO MEDP 4 stocks |
$2.68 Million
0.62% of portfolio
|
- |
4
|
- | - |
0
Calls
0
Puts
|
|
Discount Stores | Consumer Defensive
OLLI WMT COST BJ 4 stocks |
$2.52 Million
0.58% of portfolio
|
- |
4
|
- | - |
0
Calls
0
Puts
|
|
Healthcare Plans | Healthcare
CVS CI CNC 3 stocks |
$2.52 Million
0.58% of portfolio
|
2
|
1
|
- | - |
0
Calls
0
Puts
|
|
Household & Personal Products | Consumer Defensive
UL PG ELF 3 stocks |
$2.31 Million
0.53% of portfolio
|
- |
3
|
- | - |
0
Calls
0
Puts
|
|
Oil & Gas Midstream | Energy
ENB WMB 2 stocks |
$2.2 Million
0.51% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Drug Manufacturers—Specialty & Generic | Healthcare
ZTS 1 stocks |
$2.17 Million
0.5% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Communication Equipment | Technology
CSCO 1 stocks |
$1.86 Million
0.43% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Railroads | Industrials
WAB CSX UNP 3 stocks |
$1.82 Million
0.42% of portfolio
|
- |
3
|
- | - |
0
Calls
0
Puts
|
|
Consulting Services | Industrials
EFX VRSK EXPO 3 stocks |
$1.8 Million
0.42% of portfolio
|
- |
3
|
- | - |
0
Calls
0
Puts
|
|
Scientific & Technical Instruments | Technology
TDY NOVT 2 stocks |
$1.72 Million
0.4% of portfolio
|
1
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Oil & Gas E&P | Energy
COP OXY SM 3 stocks |
$1.7 Million
0.39% of portfolio
|
- |
3
|
- | - |
0
Calls
0
Puts
|
|
Home Improvement Retail | Consumer Cyclical
LOW HD 2 stocks |
$1.65 Million
0.38% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Tobacco | Consumer Defensive
PM MO 2 stocks |
$1.64 Million
0.38% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Electronic Components | Technology
GLW OLED APH 3 stocks |
$1.63 Million
0.38% of portfolio
|
- |
3
|
- | - |
0
Calls
0
Puts
|
|
Specialty Chemicals | Basic Materials
SXT BCPC APD 3 stocks |
$1.48 Million
0.34% of portfolio
|
- |
3
|
- | - |
0
Calls
0
Puts
|
|
Apparel Retail | Consumer Cyclical
BOOT ROST 2 stocks |
$1.39 Million
0.32% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Specialty Retail | Consumer Cyclical
CASY TSCO 2 stocks |
$1.37 Million
0.32% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Asset Management | Financial Services
HLNE CNS SEIC ARES 4 stocks |
$1.37 Million
0.32% of portfolio
|
- |
4
|
- | - |
0
Calls
0
Puts
|
|
Industrial Distribution | Industrials
POOL WSO FAST 3 stocks |
$1.36 Million
0.31% of portfolio
|
- |
3
|
- | - |
0
Calls
0
Puts
|
|
Insurance—Specialty | Financial Services
RYAN 1 stocks |
$1.25 Million
0.29% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Building Products & Equipment | Industrials
WMS LII 2 stocks |
$1.21 Million
0.28% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Travel Services | Consumer Cyclical
ABNB 1 stocks |
$1.01 Million
0.23% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Real Estate Services | Real Estate
CSGP 1 stocks |
$993,625
0.23% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Computer Hardware | Technology
PSTG 1 stocks |
$945,293
0.22% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Medical Care Facilities | Healthcare
THC 1 stocks |
$927,284
0.21% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Publishing | Communication Services
RELX 1 stocks |
$908,013
0.21% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Utilities—Diversified | Utilities
AES 1 stocks |
$890,952
0.21% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
REIT—Specialty | Real Estate
AMT 1 stocks |
$833,600
0.19% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
$813,676
0.19% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
|
Copper | Basic Materials
FCX 1 stocks |
$783,280
0.18% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Oil & Gas Equipment & Services | Energy
FTI 1 stocks |
$779,453
0.18% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Farm & Heavy Construction Machinery | Industrials
CAT 1 stocks |
$772,082
0.18% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Airlines | Industrials
LUV 1 stocks |
$732,724
0.17% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Furnishings, Fixtures & Appliances | Consumer Cyclical
TILE 1 stocks |
$695,230
0.16% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Education & Training Services | Consumer Defensive
UTI 1 stocks |
$693,055
0.16% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Oil & Gas Refining & Marketing | Energy
MPC 1 stocks |
$661,388
0.15% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Waste Management | Industrials
WM RSG 2 stocks |
$659,274
0.15% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Auto Parts | Consumer Cyclical
MOD 1 stocks |
$639,720
0.15% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Residential Construction | Consumer Cyclical
SKY 1 stocks |
$639,522
0.15% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Insurance—Life | Financial Services
MET 1 stocks |
$622,822
0.14% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Pollution & Treatment Controls | Industrials
FSS 1 stocks |
$597,568
0.14% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Integrated Freight & Logistics | Industrials
UPS EXPD 2 stocks |
$536,776
0.12% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Grocery Stores | Consumer Defensive
SFM 1 stocks |
$492,211
0.11% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Trucking | Industrials
ODFL 1 stocks |
$481,902
0.11% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Security & Protection Services | Industrials
ALLE 1 stocks |
$472,283
0.11% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Utilities—Renewable | Utilities
CEG 1 stocks |
$408,736
0.09% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Staffing & Employment Services | Industrials
ADP 1 stocks |
$394,758
0.09% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Confectioners | Consumer Defensive
MDLZ 1 stocks |
$391,999
0.09% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Leisure | Consumer Cyclical
YETI 1 stocks |
$381,802
0.09% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
REIT—Retail | Real Estate
SPG 1 stocks |
$313,723
0.07% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Footwear & Accessories | Consumer Cyclical
ONON 1 stocks |
$284,296
0.07% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Medical Distribution | Healthcare
MCK 1 stocks |
$271,934
0.06% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Electrical Equipment & Parts | Industrials
NVT 1 stocks |
$265,648
0.06% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Tools & Accessories | Industrials
SNA 1 stocks |
$255,046
0.06% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Conglomerates | Industrials
VMI 1 stocks |
$246,212
0.06% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Packaged Foods | Consumer Defensive
GIS 1 stocks |
$219,982
0.05% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Utilities—Regulated Water | Utilities
AWK 1 stocks |
$218,528
0.05% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|