Gimbal Financial Portfolio Holdings by Sector

Gimbal Financial

$154 Billion
Q3 2024

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
ETFs \| ETFs DGRO IVV IAU IJH IDU IHI ONEQ IVW 26 stocks	$126 Million 82.61% of portfolio	16	6	9	-	0 Calls 0 Puts
Drug Manufacturers—General \| Healthcare LLY JNJ ABBV AMGN NVS BMY 6 stocks	$18.3 Million 12.04% of portfolio	3	2	1	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT 1 stocks	$1.28 Million 0.84% of portfolio	-	1	-	-	0 Calls 0 Puts
Semiconductors \| Technology TXN 1 stocks	$1.13 Million 0.74% of portfolio	1	-	-	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$1.03 Million 0.68% of portfolio	-	1	-	-	0 Calls 0 Puts
Discount Stores \| Consumer Defensive WMT 1 stocks	$603,278 0.4% of portfolio	-	1	-	-	0 Calls 0 Puts
Communication Equipment \| Technology CSCO 1 stocks	$519,197 0.34% of portfolio	1	-	-	-	0 Calls 0 Puts
Banks—Diversified \| Financial Services JPM 1 stocks	$495,015 0.33% of portfolio	1	-	-	-	0 Calls 0 Puts
Home Improvement Retail \| Consumer Cyclical HD 1 stocks	$470,732 0.31% of portfolio	1	-	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services GOOGL 1 stocks	$458,419 0.3% of portfolio	-	1	-	-	0 Calls 0 Puts
Conglomerates \| Industrials HON 1 stocks	$454,793 0.3% of portfolio	1	-	-	-	0 Calls 0 Puts
Medical Devices \| Healthcare ABT 1 stocks	$339,983 0.22% of portfolio	1	-	-	-	0 Calls 0 Puts
Household & Personal Products \| Consumer Defensive CL 1 stocks	$321,263 0.21% of portfolio	1	-	-	-	0 Calls 0 Puts
Thermal Coal \| Energy BTU 1 stocks	$301,348 0.2% of portfolio	1	-	-	-	0 Calls 0 Puts
Specialty Industrial Machinery \| Industrials EMR 1 stocks	$257,009 0.17% of portfolio	-	-	-	-	0 Calls 0 Puts
Integrated Freight & Logistics \| Industrials UPS 1 stocks	$247,923 0.16% of portfolio	1	-	-	-	0 Calls 0 Puts
Beverages—Non-Alcoholic \| Consumer Defensive KO 1 stocks	$242,549 0.16% of portfolio	1	-	-	-	0 Calls 0 Puts

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