Godsey & Gibb Associates Incresed Positions in Q1 2025

Godsey & Gibb Associates

  • $995 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
AMGN
Amgen Inc

Healthcare
1.29K
+ 1.99%
$258.59 - $327.36 $332K - $421K
66K $20.6M
KO
Coca Cola CO

Consumer Defensive
5.48K
+ 1.63%
$60.81 - $72.32 $333K - $396K
342K $24.5M
DUK
Duke Energy Corp

Utilities
2.22K
+ 1.1%
$105.87 - $121.97 $235K - $271K
204K $24.9M
NVS
Novartis Ag

Healthcare
3.17K
+ 1.65%
$97.14 - $115.57 $308K - $366K
195K $21.8M
MDT
Medtronic PLC

Healthcare
7.37K
+ 3.16%
$79.84 - $94.5 $588K - $696K
240K $21.6M
CVX
Chevron Corp

Energy
756
+ 0.6%
$146.71 - $167.97 $111K - $127K
127K $21.2M
TD
Toronto Dominion Bank

Financial Services
11K
+ 3.28%
$53.12 - $61.15 $582K - $671K
345K $20.7M
KMB
Kimberly Clark Corp

Consumer Defensive
3.96K
+ 2.73%
$124.46 - $147.4 $493K - $584K
149K $21.2M
LNT
Alliant Energy Corp

Utilities
3.28K
+ 0.89%
$56.66 - $66.04 $186K - $217K
374K $24M
SLB
Schlumberger Limited

Energy
10.6K
+ 2.42%
$38.4 - $43.74 $408K - $465K
450K $18.8M
PEP
Pepsico Inc

Consumer Defensive
12.8K
+ 10.88%
$142.64 - $156.42 $1.82M - $2M
130K $19.5M
D
Dominion Energy, Inc

Utilities
12.9K
+ 3.48%
$52.85 - $57.43 $679K - $738K
382K $21.4M
SWK
Stanley Black & Decker, Inc.

Industrials
18.4K
+ 12.1%
$76.43 - $90.41 $1.41M - $1.67M
171K $13.1M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
65
+ 1.21%
$442.66 - $534.52 $28.8K - $34.7K
5.46K $2.86M
AMZN
Amazon Com Inc

Consumer Cyclical
4.43K
+ 27.76%
$190.26 - $242.06 $842K - $1.07M
20.4K $3.87M
CMCSA
Comcast Corp

Communication Services
17.8K
+ 3.88%
$33.19 - $38.23 $592K - $681K
477K $17.6M
HDV
Ishares Core High Dividend ETF

ETFs
992
+ 3.66%
$110.86 - $120.78 $110K - $120K
28.1K $3.36M
MRK
Merck & Co., Inc.

Healthcare
22.1K
+ 11.89%
$83.01 - $101.02 $1.84M - $2.24M
208K $18.7M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
2.41K
+ 9.38%
$51.52 - $52.35 $124K - $126K
28.1K $1.47M
VEA
Vanguard Ftse Developed Market

ETFs
1.06K
+ 8.69%
$47.4 - $52.99 $50.1K - $56.1K
13.2K $678K
EPD
Enterprise Products Partners L.P.

Energy
1.8K
+ 29.2%
$31.75 - $34.14 $57.2K - $61.6K
7.98K $272K
ABBV
Abb Vie Inc.

Healthcare
78
+ 4.43%
$169.2 - $216.66 $13.2K - $16.9K
1.84K $385K
VTI
Vanguard Total Stock Market Et

ETFs
261
+ 343.42%
$271.18 - $303.12 $70.8K - $79.1K
337 $92K
VCIT
Vanguard Intermediate Term Cor

ETFs
799
+ 45.92%
$79.17 - $82.04 $63.3K - $65.5K
2.54K $207K
NVDA
Nvidia Corp

Technology
3.16K
+ 29.78%
$106.98 - $149.43 $338K - $472K
13.8K $1.49M
COP
Conocophillips

Energy
2
+ 0.02%
$88.6 - $105.85 $177 - $212
11.3K $1.18M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
336
+ 14.55%
$126.11 - $135.06 $42.4K - $45.4K
2.65K $337K
MCD
Mcdonalds Corp

Consumer Cyclical
42
+ 4.44%
$279.74 - $321.29 $11.7K - $13.5K
987 $308K
PLTR
Palantir Technologies Inc.

Technology
370
+ 740.0%
$64.98 - $124.62 $24K - $46.1K
420 $35K
IEMG
Ishares Inc

ETFs
474
+ 117.33%
N/A
878 $47K
VUG
Vanguard Growth ETF

ETFs
91
+ 44.61%
$369.1 - $427.61 $33.6K - $38.9K
295 $109K
LNG
Cheniere Energy, Inc.

Energy
65
+ 12.15%
$209.32 - $253.66 $13.6K - $16.5K
600 $138K
XLC
Select Sector Spdr Tr Communic

ETFs
245
+ 36.46%
$94.84 - $105.31 $23.2K - $25.8K
917 $87K
TMUS
T Mobile Us, Inc.

Communication Services
60
+ 139.53%
$211.3 - $272.83 $12.7K - $16.4K
103 $27K
GS
Goldman Sachs Group Inc

Financial Services
34
+ 170.0%
$524.81 - $672.19 $17.8K - $22.9K
54 $29K
META
Meta Platforms, Inc.

Communication Services
54
+ 4.99%
$576.74 - $736.67 $31.1K - $39.8K
1.14K $655K
GLD
Spdr Gold Trust

ETFs
22
+ 10.05%
$243.19 - $288.14 $5.35K - $6.34K
241 $69K
SBUX
Starbucks Corp

Consumer Cyclical
126
+ 20.49%
$91.75 - $115.81 $11.6K - $14.6K
741 $72K
XLV
Select Sector Spdr Fund Health

ETFs
89
+ 54.6%
$137.61 - $149.68 $12.2K - $13.3K
252 $36K
ADI
Analog Devices Inc

Technology
60
+ 187.5%
$201.56 - $243.82 $12.1K - $14.6K
92 $18K
PLD
Prologis, Inc.

Real Estate
93
+ 130.99%
$103.59 - $124.04 $9.63K - $11.5K
164 $18K
UNH
Unitedhealth Group Inc

Healthcare
19
+ 76.0%
$461.52 - $548.18 $8.77K - $10.4K
44 $23K
VIG
Vanguard Dividend Appreciation

ETFs
61
+ 6.17%
N/A
1.05K $191K
ET
Energy Transfer LP

Energy
795
+ 19.88%
$17.26 - $21.08 $13.7K - $16.8K
4.8K $89K
XLK
Technology Sector Spdr

ETFs
69
+ 55.65%
$206.38 - $242.18 $14.2K - $16.7K
193 $39K
AZN
Astrazeneca PLC

Healthcare
117
+ 238.78%
$65.37 - $77.96 $7.65K - $9.12K
166 $12K
SCHG
Schwab Strategic Tr Us Large C

ETFs
1.45K
+ 14.71%
$24.91 - $29.02 $36.1K - $42.1K
11.3K $282K
TXN
Texas Instruments Inc

Technology
24
+ 34.78%
N/A
93 $18K
NEE
Nextera Energy Inc

Utilities
55
+ 2.06%
$66.96 - $76.16 $3.68K - $4.19K
2.72K $193K
Activity Summary
Buys All Purchases 113 New Holdings 41 Increased Positions 72 Sells All Sells 53 Reductions 52 Sold out 1 Options Calls 0 Puts 0
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