Gibson Wealth Advisors LLC Portfolio Holdings

Gibson Wealth Advisors LLC

  • $123 Billion
  • Q3 2024

Gibson Wealth Advisors LLC has filed its 13F form on November 05, 2024 for Q3 2024 where it was disclosed a total value porftolio of $123 Billion distributed in 36 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Total Stock Market Et with a value of $38.8B, Vanguard Bd Index Fd Inc Total with a value of $22.9B, Vanguard Index Fds S&P 500 ETF with a value of $15.1B, Vanguard Star Fd Vanguard Tota with a value of $14B, and Norfolk Southern Corp with a value of $5.64B.

Examining the 13F form we can see an increase of $16.1B in the current position value, from $107B to 123B.

Gibson Wealth Advisors LLC is based out at Tyler, TX

Below you can find more details about Gibson Wealth Advisors LLC portfolio as well as his latest detailed transactions.

Portfolio value $123 Billion
ETFs: $98 Billion
Industrials: $6.7 Billion
Energy: $4.36 Billion
Technology: $4.31 Billion
Consumer Defensive: $3.61 Billion
Utilities: $2.85 Billion
Healthcare: $1.14 Billion
Financial Services: $943 Million
Other: $954 Million

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$59.9B
$5.64 Billion 4.59% of portfolio
22,709
Q1 2024 Reduced 98.41%
$87.6B
$1.5 Billion 1.22% of portfolio
13,000
Q1 2024 Reduced 98.35%
$14.8B
$707 Million 0.58% of portfolio
11,400
Q1 2024 Reduced 98.41%
$49.7B
$641 Million 0.52% of portfolio
6,248
Q1 2024 Reduced 98.35%
$70.7B
$417 Million 0.34% of portfolio
3,050
Q1 2024 Reduced 97.45%
$18.1B
$424 Million 0.34% of portfolio
2,399
Q1 2024 New
$177B
$414 Million 0.34% of portfolio
2,002
Q1 2024 Reduced 98.41%
$107B
$401 Million 0.33% of portfolio
3,866
Q2 2024 Added 18.37%
$163B
$368 Million 0.3% of portfolio
16,711
Q1 2024 Reduced 99.22%
$192B
$332 Million 0.27% of portfolio
1,500
Q1 2024 Reduced 98.41%
$86.6B
$203 Million 0.17% of portfolio
5,000
Q3 2024 New

Summary

  • Portfolio
  • No. of Stocks 36
  • Current Value $123 Billion
  • Prior Value $107 Billion
  • Filing
  • Period Q3 2024
  • Filing Date November 05, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 4 stocks
  • Additional Purchases 6 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 2 stocks
Track This Portfolio

Track Gibson Wealth Advisors LLC Portfolio

Follow Gibson Wealth Advisors LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Gibson Wealth Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Gibson Wealth Advisors LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email