Gimbal Financial Purchases in Q1 2025

Gimbal Financial

$111 Billion
Q1 2025

Stock	Shares change	Price Range	Shares Held	Trade History
SLV I Shares Silver Trust ETFs	444K New	$26.93 - $31.32 $11.9M - $13.9M	444K $13.7B
IAU Ishares Gold Trust ETFs	122K + 69.15%	$49.74 - $58.96 $6.07M - $7.2M	299K $17.6B
IYF Ishares Tr ETFs	40.4K New	$107.69 - $119.37 $4.35M - $4.82M	40.4K $4.55B
FXI Ishares Tr ETFs	80K New	$28.65 - $38.55 $2.29M - $3.08M	80K $2.87B
DGRO Ishares Core Dividend Growth E ETFs	6.65K + 2.31%	$60.46 - $64.42 $402K - $429K	295K $18.2B
PTMC Pacer Fds Tr Trendpilot Us Mid ETFs	13.3K + 241.52%	$34.5 - $38.9 $460K - $518K	18.8K $652M
PTLC Pacer Fds Tr Trendpilot Us Lar ETFs	9.86K + 14.08%	$50.25 - $55.9 $496K - $551K	79.9K $4.11B
BRK-B Berkshire Hathaway Inc Class B Financial Services	398 New	$442.66 - $534.52 $176K - $213K	398 $212M
PTNQ Pacer Fds Tr Trendpliot 100 Et ETFs	4.61K + 9.59%	$70.83 - $76.62 $327K - $353K	52.7K $3.74B
JNJ Johnson & Johnson Healthcare	28 + 0.57%	$142.06 - $167.7 $3.98K - $4.7K	4.97K $823M
ABBV Abb Vie Inc. Healthcare	18 + 0.61%	$169.2 - $216.66 $3.05K - $3.9K	2.96K $619M
JPM Jpmorgan Chase & CO Financial Services	11 + 0.5%	$225.19 - $279.95 $2.48K - $3.08K	2.23K $548M
CL Colgate Palmolive CO Consumer Defensive	2 + 0.06%	$85.68 - $97.5 $171 - $195	3.21K $301M
VIG Vanguard Dividend Appreciation ETFs	2 + 0.07%	N/A	2.81K $544M
WMT Walmart Inc. Consumer Defensive	6 + 0.08%	$84.5 - $105.05 $507 - $630	7.27K $638M
EMR Emerson Electric CO Industrials	2 + 0.09%	$108.64 - $131.17 $217 - $262	2.21K $242M
BTU Peabody Energy Corp Energy	74 + 0.6%	$12.48 - $20.86 $924 - $1.54K	12.4K $169M
MSFT Microsoft Corp Technology	30 + 1.04%	$375.39 - $447.2 $11.3K - $13.4K	2.92K $1.1B

Activity Summary All Purchases 18 New Holdings 4 Increased Positions 14 All Sells 13 Reductions 13 Sold out 0 Calls 0 Puts 0

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