Gimbal Financial Portfolio Holdings

Gimbal Financial

  • $154 Billion
  • Q3 2024

Gimbal Financial has filed its 13F form on October 25, 2024 for Q3 2024 where it was disclosed a total value porftolio of $154 Billion distributed in 49 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core Dividend Growth E with a value of $26.6B, Ishares Core S&P 500 ETF with a value of $24.9B, Ishares Gold Trust with a value of $17.7B, Eli Lilly & CO with a value of $16.2B, and Ishares Core S&P Mid Cap ETF with a value of $9.6B.

Examining the 13F form we can see an increase of $18.1B in the current position value, from $136B to 154B.

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 $154 Billion
ETFs: $126 Billion
Healthcare: $18.6 Billion
Technology: $3.95 Billion
Consumer Defensive: $1.17 Billion
Industrials: $960 Million
Financial Services: $495 Million
Consumer Cyclical: $471 Million
Communication Services: $458 Million
Other: $301 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$744B
$16.2 Billion 10.49% of portfolio
18,128
Q3 2024 Reduced 0.4%
$3.21T
$1.28 Billion 0.83% of portfolio
3,012
Q3 2024 Reduced 3.31%
$177B
$1.13 Billion 0.73% of portfolio
5,446
Q3 2024 Added 0.28%
$4.11T
$1.03 Billion 0.67% of portfolio
4,458
Q3 2024 Reduced 0.65%
$379B
$807 Million 0.52% of portfolio
4,930
Q3 2024 Added 0.43%
$249B
$603 Million 0.39% of portfolio
7,265
Q3 2024 Reduced 3.44%
$315B
$558 Million 0.36% of portfolio
2,940
Q3 2024 Added 0.44%
$245B
$519 Million 0.34% of portfolio
9,278
Q3 2024 Added 0.27%
$708B
$495 Million 0.32% of portfolio
2,200
Q3 2024 Added 1.48%
$402B
$471 Million 0.31% of portfolio
1,169
Q3 2024 Added 1.3%
$1.15T
$458 Million 0.3% of portfolio
2,817
Q3 2024 Reduced 9.51%
$154B
$455 Million 0.3% of portfolio
2,175
Q3 2024 Added 0.18%
$201B
$340 Million 0.22% of portfolio
2,917
Q3 2024 Added 0.38%
$76.6B
$321 Million 0.21% of portfolio
3,221
Q3 2024 Added 0.34%
$140B
$316 Million 0.21% of portfolio
1,002
Q4 2023 New
$2.87B
$301 Million 0.2% of portfolio
12,330
Q3 2024 Added 0.33%
$92B
$248 Million 0.16% of portfolio
1,792
Q3 2024 Added 0.39%
$212B
$249 Million 0.16% of portfolio
2,203
Q3 2024 Reduced 1.91%
$270B
$243 Million 0.16% of portfolio
3,604
Q3 2024 Added 0.45%
$123B
$208 Million 0.13% of portfolio
3,924
Q3 2024 New

Summary

  • Portfolio
  • No. of Stocks 49
  • Current Value $154 Billion
  • Prior Value $136 Billion
  • Filing
  • Period Q3 2024
  • Filing Date October 25, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 12 stocks
  • Additional Purchases 19 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 12 stocks
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