Gimbal Financial Portfolio Holdings

Gimbal Financial

  • $122 Billion
  • Q1 2024

Gimbal Financial has filed its 13F form on May 01, 2024 for Q1 2024 where it was disclosed a total value porftolio of $122 Billion distributed in 46 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $21.9B, Ishares Core Dividend Growth E with a value of $19.4B, Eli Lilly & CO with a value of $14.5B, Ishares Russell 2000 ETF with a value of $14B, and Ishares Global Information Tec with a value of $9.35B.

Examining the 13F form we can see an increase of $22.5B in the current position value, from $99.7B to 122B.

Gimbal Financial is based out at Carmel, IN

Below you can find more details about Gimbal Financial portfolio as well as his latest detailed transactions.

Portfolio value $122 Billion
ETFs: $97.7 Billion
Healthcare: $16.6 Billion
Technology: $3.78 Billion
Industrials: $980 Million
Consumer Defensive: $973 Million
Energy: $927 Million
Consumer Cyclical: $443 Million
Communication Services: $422 Million
Other: $357 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$21.9 Billion 17.92% of portfolio
41,650
Q1 2024 Added 0.82%
$0
$19.4 Billion 15.91% of portfolio
334,851
Q1 2024 New
$862B
$14.5 Billion 11.85% of portfolio
18,615
Q1 2024 Reduced 0.9%
$0
$14 Billion 11.44% of portfolio
66,432
Q1 2024 Added 106.23%
$0
$9.35 Billion 7.65% of portfolio
124,988
Q1 2024 Reduced 35.51%
$0
$7.66 Billion 6.27% of portfolio
130,768
Q1 2024 Added 291.33%
$0
$6.94 Billion 5.68% of portfolio
82,192
Q1 2024 Reduced 50.97%
$0
$3.49 Billion 2.86% of portfolio
41,308
Q1 2024 New
$0
$2.79 Billion 2.28% of portfolio
40,563
Q1 2024 Added 68.34%
$0
$2.78 Billion 2.27% of portfolio
58,233
Q1 2024 Added 50.12%
$0
$1.85 Billion 1.51% of portfolio
53,847
Q1 2024 Added 85.54%
$0
$1.61 Billion 1.31% of portfolio
7,107
Q1 2024 Added 92.97%
$3.42T
$1.34 Billion 1.1% of portfolio
3,188
Q1 2024 Reduced 14.3%
$0
$1.17 Billion 0.95% of portfolio
23,538
Q1 2024 Reduced 45.3%
$0
$1.14 Billion 0.94% of portfolio
16,240
Q1 2024 New
$177B
$946 Million 0.77% of portfolio
5,431
Q4 2023 New
$0
$646 Million 0.53% of portfolio
3,539
Q1 2024 Reduced 3.44%
$0
$630 Million 0.52% of portfolio
2,548
Q4 2023 New
$3.54T
$635 Million 0.52% of portfolio
3,702
Q1 2024 Reduced 27.3%
$0
$555 Million 0.45% of portfolio
1,061
Q1 2024 Reduced 5.35%
$293B
$533 Million 0.44% of portfolio
2,924
Q1 2024 Added 0.07%
$185B
$465 Million 0.38% of portfolio
7,723
Q1 2024 Added 208.06%
$194B
$462 Million 0.38% of portfolio
9,253
Q1 2024 Added 1.11%
$143B
$446 Million 0.36% of portfolio
2,171
Q4 2023 New
$343B
$443 Million 0.36% of portfolio
1,154
Q4 2023 New
$1.11T
$422 Million 0.35% of portfolio
2,793
Q1 2024 Reduced 27.68%
$1.26B
$402 Million 0.33% of portfolio
27,045
Q4 2023 New
$128B
$393 Million 0.32% of portfolio
8,901
Q4 2023 New
$613B
$357 Million 0.29% of portfolio
1,784
Q1 2024 Added 0.56%
$181B
$330 Million 0.27% of portfolio
2,904
Q1 2024 Added 0.03%
$0
$323 Million 0.26% of portfolio
11,220
Q4 2023 New
$3.38B
$297 Million 0.24% of portfolio
12,251
Q1 2024 Added 0.29%
$80.2B
$289 Million 0.24% of portfolio
3,210
Q4 2023 New
$166B
$285 Million 0.23% of portfolio
1,002
Q4 2023 New
$98.4B
$265 Million 0.22% of portfolio
1,785
Q4 2023 New
$64.6B
$269 Million 0.22% of portfolio
2,374
Q4 2023 New
$0
$267 Million 0.22% of portfolio
8,217
Q4 2023 New
$0
$255 Million 0.21% of portfolio
3,958
Q1 2024 Reduced 13.2%
$0
$252 Million 0.21% of portfolio
568
Q1 2024 Reduced 19.2%
$74.4B
$237 Million 0.19% of portfolio
1,150
Q1 2024 New
$86.8B
$227 Million 0.19% of portfolio
1,129
Q1 2024 New
$229B
$217 Million 0.18% of portfolio
2,243
Q4 2023 New
$273B
$220 Million 0.18% of portfolio
3,588
Q4 2023 New
$0
$212 Million 0.17% of portfolio
2,625
Q1 2024 New
$0
$211 Million 0.17% of portfolio
379
Q1 2024 New

Summary

  • Portfolio
  • No. of Stocks 46
  • Current Value $122 Billion
  • Prior Value $99.7 Billion
  • Filing
  • Period Q1 2024
  • Filing Date May 01, 2024
  • Form Type 13F-HR
  • Activity in Q1 2024
  • New Purchases 7 stocks
  • Additional Purchases 13 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 12 stocks
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