Gibbs Wealth Management 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
GW Gibbs Wealth Management | Institutional Filer | ▲ 84.09% | $760.9M | 429 |
Current Portfolio Holdings
Showing all 429 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | SPYG | SPDR SERIES TRUST | — | 394K | $38.6M | 5.07% |
| 2 | SPDW | SPDR INDEX SHS FDS | — | 715K | $32.6M | 4.29% |
| 3 | SPYV | SPDR SERIES TRUST | — | 435K | $24.6M | 3.23% |
| 4 | SHYG | ISHARES TR | — | 518K | $21.9M | 2.88% |
| 5 | NVDA | NVIDIA Corporation | Technology | 116K | $20.3M | 2.67% |
| 6 | GOVT | ISHARES TR | — | 854K | $19.6M | 2.57% |
| 7 | SPMB | SPDR SERIES TRUST | — | 843K | $18.9M | 2.48% |
| 8 | SPTL | SPDR SERIES TRUST | — | 600K | $15.8M | 2.07% |
| 9 | VCIT | VANGUARD SCOTTSDALE FDS | — | 190K | $15.7M | 2.06% |
| 10 | SPSM | SPDR SERIES TRUST | — | 270K | $13.0M | 1.71% |
| 11 | SECT | NORTHERN LTS FD TR IV | — | 212K | $12.8M | 1.68% |
| 12 | SPEM | SPDR INDEX SHS FDS | — | 247K | $11.6M | 1.53% |
| 13 | MSFT | Microsoft Corporation | Technology | 30K | $10.9M | 1.44% |
| 14 | AAPL | Apple Inc. | Technology | 42K | $10.6M | 1.40% |
| 15 | AMZN | Amazon.com, Inc. | Consumer Cyclical | 48K | $10.0M | 1.32% |
Showing 1 to 15 of 429 holdings