Gibson Capital, LLC Portfolio Holdings by Sector
Gibson Capital, LLC
- $445 Million
- Q1 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
Closed-End Fund - Equity | ETFs
VTI RWR 2 stocks |
$243,743
54.72% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
ETFs | ETFs
VNQ VV VIG IAU DFAT DSI VO AVDV 34 stocks |
$155,944
35.01% of portfolio
|
16
|
10
|
6
|
- |
0
Calls
0
Puts
|
|
Insurance—Diversified | Financial Services
BRK-A BRK-B 2 stocks |
$20,957
4.7% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Aerospace & Defense | Industrials
DCO LMT ESLT 3 stocks |
$6,679
1.5% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL 1 stocks |
$2,693
0.6% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
MSFT ORCL PLTR 3 stocks |
$2,032
0.46% of portfolio
|
3
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Semiconductors | Technology
NVDA AVGO 2 stocks |
$1,892
0.42% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Software—Application | Technology
MLNK 1 stocks |
$1,501
0.34% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$1,314
0.29% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Discount Stores | Consumer Defensive
WMT COST 2 stocks |
$1,311
0.29% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Internet Content & Information | Communication Services
GOOGL META GOOG 3 stocks |
$961
0.22% of portfolio
|
2
|
1
|
- | - |
0
Calls
0
Puts
|
|
Banks—Regional | Financial Services
PNFP FNB FITB 3 stocks |
$940
0.21% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Credit Services | Financial Services
V MA 2 stocks |
$904
0.2% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Oil & Gas Integrated | Energy
CVX XOM 2 stocks |
$889
0.2% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Home Improvement Retail | Consumer Cyclical
HD 1 stocks |
$553
0.12% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Beverages—Non-Alcoholic | Consumer Defensive
KO 1 stocks |
$492
0.11% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
$408
0.09% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
|
Banks—Diversified | Financial Services
JPM 1 stocks |
$354
0.08% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Closed-End Fund - Foreign | ETFs
EEM 1 stocks |
$342
0.08% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Drug Manufacturers—General | Healthcare
MRK 1 stocks |
$312
0.07% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Conglomerates | Industrials
MMM 1 stocks |
$271
0.06% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Medical Devices | Healthcare
SYK 1 stocks |
$262
0.06% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Medical Care Facilities | Healthcare
EHC 1 stocks |
$248
0.06% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Information Technology Services | Technology
IBM 1 stocks |
$231
0.05% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Specialty Industrial Machinery | Industrials
ETN 1 stocks |
$212
0.05% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|