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 $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$1.15B
$329 Million 0.27% of portfolio
9,856
Q1 2024 Reduced 98.22%

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
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