Gibbs Wealth Management
Latest statistics and disclosures from Gibbs Wealth Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are SPYG, SPDW, GOVT, SHYG, SECT, and represent 16.48% of Gibbs Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: NOW, Unilever, NFLX, ISRG, RGEN, CRM, EAT, EPAC, KEX, TGTX.
- Started 21 new stock positions in AZTA, HGER, TGTX, MU, VUG, Unilever, OSK, PEN, EAT, ANF. TJX, EPAC, ILMN, Strive, KEX, VLUE, RGEN, EEM, KRMN, MUFG, TTFNF.
- Reduced shares in these 10 stocks: UL, SHOP, GOOGL, MSFT, , AMZN, RELX, ORCL, SPYG, ABT.
- Sold out of its positions in MO, AWK, APP, CELH, CNS, COST, ELF, ACIO, FDS, FAST.
- Gibbs Wealth Management was a net seller of stock by $-37M.
- Gibbs Wealth Management has $413M in assets under management (AUM), dropping by -6.53%.
- Central Index Key (CIK): 0002081110
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Portfolio Holdings for Gibbs Wealth Management
Gibbs Wealth Management holds 324 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Spdr Series Trust State Street Spd (SPYG) | 4.4 | $18M | -4% | 168k | 107.92 |
|
| Spdr Index Shs Fds Portfolio Devlpd (SPDW) | 3.5 | $15M | -3% | 316k | 45.89 |
|
| Ishares Tr Us Treas Bd Etf (GOVT) | 3.0 | $12M | -6% | 531k | 23.06 |
|
| Ishares Tr 0-5yr Hi Yl Cp (SHYG) | 2.9 | $12M | -5% | 282k | 43.05 |
|
| Northern Lts Fd Tr Iv Main Sectr Rotn (SECT) | 2.7 | $11M | -6% | 172k | 64.53 |
|
| Spdr Series Trust State Street Spd (SPYV) | 2.7 | $11M | -3% | 189k | 58.22 |
|
| Spdr Series Trust State Street Spd (SPMB) | 2.5 | $10M | -5% | 457k | 22.54 |
|
| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 2.3 | $9.5M | -6% | 114k | 83.91 |
|
| Spdr Series Trust State Street Spd (SPTL) | 2.2 | $8.9M | -6% | 335k | 26.64 |
|
| Microsoft Corporation (MSFT) | 2.0 | $8.2M | -12% | 17k | 479.28 |
|
| NVIDIA Corporation (NVDA) | 1.9 | $7.9M | -8% | 43k | 184.86 |
|
| Amazon (AMZN) | 1.9 | $7.7M | -11% | 31k | 247.38 |
|
| Spdr Series Trust State Street Spd (BIL) | 1.5 | $6.4M | +4% | 70k | 91.47 |
|
| Eli Lilly & Co. (LLY) | 1.5 | $6.0M | -9% | 5.7k | 1063.60 |
|
| Spdr Series Trust State Street Spd (SPSM) | 1.4 | $5.7M | -3% | 116k | 49.26 |
|
| Spdr Index Shs Fds Portfolio Emg Mk (SPEM) | 1.3 | $5.4M | -2% | 112k | 48.21 |
|
| Oracle Corporation (ORCL) | 1.2 | $5.1M | -15% | 26k | 198.52 |
|
| Apple (AAPL) | 1.2 | $5.0M | 19k | 259.37 |
|
|
| Alphabet Cap Stk Cl A (GOOGL) | 1.2 | $4.9M | -20% | 15k | 328.58 |
|
| Visa Com Cl A (V) | 1.1 | $4.7M | -12% | 14k | 349.77 |
|
| Spdr Series Trust State Street Spd (SPSB) | 1.1 | $4.6M | -6% | 151k | 30.22 |
|
| Shopify Cl A Sub Vtg Shs (SHOP) | 1.0 | $4.3M | -23% | 26k | 164.48 |
|
| Alphabet Cap Stk Cl C (GOOG) | 1.0 | $4.0M | -9% | 12k | 329.13 |
|
| Broadcom (AVGO) | 0.9 | $3.9M | -12% | 11k | 344.98 |
|
| Mastercard Incorporated Cl A (MA) | 0.8 | $3.5M | -17% | 6.1k | 575.57 |
|
| Tesla Motors (TSLA) | 0.7 | $2.9M | +2% | 6.6k | 445.01 |
|
| J P Morgan Exchange Traded F Us Qualty Fctr (JQUA) | 0.7 | $2.8M | +9% | 43k | 64.44 |
|
| Ishares Tr Broad Usd High (USHY) | 0.7 | $2.8M | -8% | 73k | 37.58 |
|
| Raytheon Technologies Corp (RTX) | 0.7 | $2.7M | -17% | 14k | 188.50 |
|
| Verizon Communications (VZ) | 0.6 | $2.4M | -13% | 60k | 40.46 |
|
| Meta Platforms Cl A (META) | 0.6 | $2.4M | -2% | 3.6k | 653.10 |
|
| Janus Detroit Str Tr Henderson Mtg (JMBS) | 0.5 | $2.2M | -8% | 47k | 45.96 |
|
| Profesionally Managed Portfo Congress Smid Gr (CSMD) | 0.5 | $2.1M | -8% | 63k | 33.35 |
|
| Boeing Company (BA) | 0.5 | $2.1M | +7% | 9.0k | 234.53 |
|
| Agnico (AEM) | 0.5 | $2.0M | -20% | 10k | 191.14 |
|
| Rbc Cad (RY) | 0.5 | $2.0M | 12k | 169.19 |
|
|
| Msci (MSCI) | 0.5 | $1.9M | -12% | 3.3k | 581.22 |
|
| Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) | 0.5 | $1.9M | -4% | 37k | 50.64 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.4 | $1.8M | -17% | 3.5k | 499.10 |
|
| JPMorgan Chase & Co. (JPM) | 0.4 | $1.7M | -5% | 5.3k | 329.19 |
|
| Wells Fargo & Company (WFC) | 0.4 | $1.7M | -7% | 18k | 95.95 |
|
| Sap Se Spon Adr (SAP) | 0.4 | $1.7M | -20% | 6.9k | 247.11 |
|
| Spdr Series Trust State Street Spd (SLYG) | 0.4 | $1.7M | -4% | 17k | 98.50 |
|
| Starbucks Corporation (SBUX) | 0.4 | $1.7M | -13% | 19k | 88.88 |
|
| Cisco Systems (CSCO) | 0.4 | $1.7M | -16% | 23k | 73.88 |
|
| Asml Holding N V N Y Registry Shs (ASML) | 0.4 | $1.6M | +18% | 1.3k | 1273.88 |
|
| Pgim Etf Tr Actv Hy Bd Etf (PHYL) | 0.4 | $1.6M | -6% | 46k | 35.62 |
|
| Janus Detroit Str Tr B-bbb Clo Etf (JBBB) | 0.4 | $1.6M | -7% | 33k | 47.86 |
|
| Houlihan Lokey Cl A (HLI) | 0.4 | $1.6M | -15% | 8.8k | 181.78 |
|
| Aon Shs Cl A (AON) | 0.4 | $1.6M | -18% | 4.5k | 350.80 |
|
| Spdr Gold Tr Gold Shs (GLD) | 0.4 | $1.6M | +6% | 3.8k | 414.47 |
|
| Zoetis Cl A (ZTS) | 0.4 | $1.6M | -17% | 12k | 127.17 |
|
| Accenture Plc Ireland Shs Class A (ACN) | 0.4 | $1.5M | -11% | 5.4k | 280.67 |
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.4 | $1.5M | 2.1k | 694.19 |
|
|
| Servicenow (NOW) | 0.4 | $1.5M | +433% | 11k | 141.80 |
|
| Pepsi (PEP) | 0.4 | $1.5M | -14% | 11k | 139.91 |
|
| Medtronic SHS (MDT) | 0.4 | $1.5M | -17% | 15k | 97.53 |
|
| Walt Disney Company (DIS) | 0.3 | $1.4M | -12% | 12k | 115.88 |
|
| salesforce (CRM) | 0.3 | $1.4M | +142% | 5.5k | 259.95 |
|
| Philip Morris International (PM) | 0.3 | $1.4M | 8.7k | 162.61 |
|
|
| IDEXX Laboratories (IDXX) | 0.3 | $1.4M | -12% | 1.9k | 713.35 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 0.3 | $1.4M | 2.0k | 697.05 |
|
|
| Curtiss-Wright (CW) | 0.3 | $1.3M | -19% | 2.2k | 605.11 |
|
| Intuitive Surgical Com New (ISRG) | 0.3 | $1.3M | +312% | 2.2k | 586.24 |
|
| Chevron Corporation (CVX) | 0.3 | $1.3M | -3% | 8.0k | 162.11 |
|
| Johnson & Johnson (JNJ) | 0.3 | $1.3M | -5% | 6.3k | 204.38 |
|
| Netflix (NFLX) | 0.3 | $1.2M | +444% | 14k | 89.46 |
|
| Freeport-mcmoran CL B (FCX) | 0.3 | $1.2M | +6% | 21k | 56.53 |
|
| Unilever Spon Adr New | 0.3 | $1.2M | NEW | 19k | 64.20 |
|
| Bank of America Corporation (BAC) | 0.3 | $1.2M | -13% | 22k | 55.85 |
|
| Applied Materials (AMAT) | 0.3 | $1.2M | -38% | 3.9k | 301.14 |
|
| CVS Caremark Corporation (CVS) | 0.3 | $1.2M | -7% | 15k | 80.30 |
|
| Sterling Construction Company (STRL) | 0.3 | $1.2M | -24% | 3.7k | 308.13 |
|
| Abbott Laboratories (ABT) | 0.3 | $1.1M | -43% | 8.9k | 125.92 |
|
| Astrazeneca Sponsored Adr (AZN) | 0.3 | $1.1M | -19% | 12k | 94.65 |
|
| Qualcomm (QCOM) | 0.3 | $1.1M | -5% | 6.1k | 177.78 |
|
| Novo-nordisk A S Adr (NVO) | 0.3 | $1.1M | -16% | 18k | 58.81 |
|
| General Dynamics Corporation (GD) | 0.3 | $1.1M | -23% | 3.0k | 353.89 |
|
| Lowe's Companies (LOW) | 0.3 | $1.1M | +16% | 4.0k | 267.24 |
|
| Adobe Systems Incorporated (ADBE) | 0.3 | $1.1M | -14% | 3.2k | 333.95 |
|
| Williams Companies (WMB) | 0.3 | $1.1M | +11% | 18k | 60.32 |
|
| Newmont Mining Corporation (NEM) | 0.3 | $1.0M | 9.6k | 108.99 |
|
|
| Rambus (RMBS) | 0.3 | $1.0M | -4% | 11k | 93.38 |
|
| Ametek (AME) | 0.3 | $1.0M | -10% | 4.9k | 210.65 |
|
| Emcor (EME) | 0.2 | $1.0M | -20% | 1.6k | 646.27 |
|
| Sony Group Corp Sponsored Adr (SONY) | 0.2 | $1.0M | -22% | 41k | 25.04 |
|
| Morgan Stanley Com New (MS) | 0.2 | $1.0M | -5% | 5.4k | 186.32 |
|
| Airbnb Com Cl A (ABNB) | 0.2 | $1.0M | -13% | 7.2k | 139.27 |
|
| Uber Technologies (UBER) | 0.2 | $1.0M | -9% | 12k | 85.44 |
|
| American Tower Reit (AMT) | 0.2 | $994k | +36% | 5.9k | 168.50 |
|
| Synopsys (SNPS) | 0.2 | $993k | -12% | 1.9k | 525.18 |
|
| Epam Systems (EPAM) | 0.2 | $986k | -21% | 4.7k | 211.93 |
|
| Vaneck Etf Trust Bdc Income Etf (BIZD) | 0.2 | $982k | -9% | 69k | 14.34 |
|
| Duke Energy Corp Com New (DUK) | 0.2 | $975k | -20% | 8.3k | 116.80 |
|
| Sea Sponsord Ads (SE) | 0.2 | $972k | -21% | 7.3k | 133.52 |
|
| Wal-Mart Stores (WMT) | 0.2 | $971k | -4% | 8.5k | 114.53 |
|
| McDonald's Corporation (MCD) | 0.2 | $960k | -10% | 3.1k | 307.32 |
|
| Citigroup Com New (C) | 0.2 | $947k | -17% | 7.8k | 121.33 |
|
| NOVA MEASURING Instruments L (NVMI) | 0.2 | $943k | -6% | 2.4k | 394.07 |
|
| Boot Barn Hldgs (BOOT) | 0.2 | $943k | 4.8k | 195.67 |
|
|
| Exxon Mobil Corporation (XOM) | 0.2 | $935k | 7.5k | 124.61 |
|
|
| InterDigital (IDCC) | 0.2 | $935k | -7% | 3.0k | 309.10 |
|
| Technipfmc (FTI) | 0.2 | $933k | -5% | 19k | 50.07 |
|
| Teledyne Technologies Incorporated (TDY) | 0.2 | $919k | -18% | 1.7k | 549.02 |
|
| AES Corporation (AES) | 0.2 | $914k | -5% | 64k | 14.32 |
|
| Ishares Tr National Mun Etf (MUB) | 0.2 | $913k | 8.5k | 107.66 |
|
|
| Boston Scientific Corporation (BSX) | 0.2 | $913k | -13% | 9.3k | 97.64 |
|
| AeroVironment (AVAV) | 0.2 | $907k | -20% | 2.5k | 364.99 |
|
| UFP Technologies (UFPT) | 0.2 | $899k | +27% | 3.5k | 257.51 |
|
| Becton, Dickinson and (BDX) | 0.2 | $898k | -19% | 4.4k | 202.74 |
|
| Repligen Corporation (RGEN) | 0.2 | $894k | NEW | 5.4k | 166.82 |
|
| Abbvie (ABBV) | 0.2 | $888k | -5% | 4.0k | 220.09 |
|
| Monolithic Power Systems (MPWR) | 0.2 | $873k | -17% | 910.00 | 959.02 |
|
| Pjt Partners Com Cl A (PJT) | 0.2 | $865k | -5% | 4.8k | 179.54 |
|
| Enbridge (ENB) | 0.2 | $859k | -20% | 19k | 45.63 |
|
| ConocoPhillips (COP) | 0.2 | $853k | -21% | 8.7k | 97.51 |
|
| Barrick Mng Corp Com Shs (B) | 0.2 | $850k | -9% | 18k | 47.81 |
|
| Primoris Services (PRIM) | 0.2 | $849k | -7% | 6.5k | 129.95 |
|
| Palantir Technologies Cl A (PLTR) | 0.2 | $847k | +3% | 4.8k | 177.49 |
|
| Heico Corp Cl A (HEI.A) | 0.2 | $841k | -40% | 3.1k | 273.16 |
|
| Wabtec Corporation (WAB) | 0.2 | $840k | -10% | 3.7k | 224.43 |
|
| Casey's General Stores (CASY) | 0.2 | $827k | -25% | 1.4k | 593.83 |
|
| Cigna Corp (CI) | 0.2 | $819k | +9% | 2.9k | 278.99 |
|
| Constellation Brands Cl A (STZ) | 0.2 | $818k | -7% | 5.6k | 147.00 |
|
| Intuit (INTU) | 0.2 | $807k | -11% | 1.2k | 646.90 |
|
| PG&E Corporation (PCG) | 0.2 | $803k | -6% | 51k | 15.85 |
|
| Moog Cl A (MOG.A) | 0.2 | $794k | -7% | 2.9k | 272.66 |
|
| Ryan Specialty Holdings Cl A (RYAN) | 0.2 | $789k | -29% | 16k | 50.80 |
|
| Spdr Series Trust State Street Spd (JNK) | 0.2 | $782k | 8.0k | 97.69 |
|
|
| West Pharmaceutical Services (WST) | 0.2 | $772k | -19% | 2.8k | 275.52 |
|
| Skyline Corporation (SKY) | 0.2 | $768k | -3% | 8.1k | 95.35 |
|
| Caterpillar (CAT) | 0.2 | $754k | -24% | 1.2k | 617.69 |
|
| Cooper Cos (COO) | 0.2 | $742k | -9% | 8.9k | 83.45 |
|
| Brinker International (EAT) | 0.2 | $742k | NEW | 4.6k | 160.01 |
|
| Enerpac Tool Group Corp Cl A Com (EPAC) | 0.2 | $741k | NEW | 18k | 40.26 |
|
| Bristol Myers Squibb (BMY) | 0.2 | $723k | -13% | 13k | 55.86 |
|
| Tenet Healthcare Corp Com New (THC) | 0.2 | $717k | -21% | 3.6k | 201.20 |
|
| Southwest Airlines (LUV) | 0.2 | $713k | -30% | 16k | 44.52 |
|
| Corning Incorporated (GLW) | 0.2 | $710k | -21% | 8.3k | 85.23 |
|
| EnPro Industries (NPO) | 0.2 | $705k | -6% | 3.0k | 233.28 |
|
| Hamilton Lane Cl A (HLNE) | 0.2 | $693k | +21% | 4.7k | 148.26 |
|
| Ligand Pharmaceuticals Com New (LGND) | 0.2 | $692k | -47% | 3.3k | 206.65 |
|
| Interface (TILE) | 0.2 | $680k | -5% | 23k | 30.06 |
|
| Ross Stores (ROST) | 0.2 | $678k | -9% | 3.5k | 191.46 |
|
| Verisk Analytics (VRSK) | 0.2 | $677k | +16% | 3.0k | 224.88 |
|
| Advanced Drain Sys Inc Del (WMS) | 0.2 | $676k | -16% | 4.3k | 158.79 |
|
| Centene Corporation (CNC) | 0.2 | $673k | -8% | 14k | 46.61 |
|
| American Intl Group Com New (AIG) | 0.2 | $671k | -4% | 8.9k | 75.43 |
|
| CSX Corporation (CSX) | 0.2 | $670k | +9% | 19k | 35.20 |
|
| Comcast Corp Cl A (CMCSA) | 0.2 | $669k | -18% | 24k | 28.37 |
|
| CommVault Systems (CVLT) | 0.2 | $666k | -6% | 5.4k | 124.17 |
|
| Advanced Micro Devices (AMD) | 0.2 | $663k | 3.3k | 203.17 |
|
|
| Cargurus Com Cl A (CARG) | 0.2 | $657k | -5% | 17k | 38.84 |
|
| Novanta (NOVT) | 0.2 | $654k | -5% | 5.0k | 130.94 |
|
| Ameris Ban (ABCB) | 0.2 | $650k | -5% | 8.2k | 79.13 |
|
| J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) | 0.2 | $649k | -19% | 13k | 50.63 |
|
| John Bean Technologies Corporation (JBTM) | 0.2 | $632k | -5% | 4.1k | 156.04 |
|
| Home Depot (HD) | 0.2 | $631k | -14% | 1.7k | 374.71 |
|
| Cloudflare Cl A Com (NET) | 0.2 | $629k | -26% | 3.4k | 182.78 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.2 | $621k | 990.00 | 626.76 |
|
|
| Monster Beverage Corp (MNST) | 0.1 | $618k | 8.0k | 77.34 |
|
|
| Paycom Software (PAYC) | 0.1 | $612k | -14% | 3.9k | 157.18 |
|
| Pentair SHS (PNR) | 0.1 | $612k | -10% | 5.9k | 103.07 |
|
| Shell Spon Ads (SHEL) | 0.1 | $609k | 8.6k | 70.83 |
|
|
| Calix (CALX) | 0.1 | $609k | -19% | 12k | 51.74 |
|
| Merit Medical Systems (MMSI) | 0.1 | $600k | +11% | 6.9k | 86.38 |
|
| Sensient Technologies Corporation (SXT) | 0.1 | $598k | -5% | 6.1k | 98.13 |
|
| CoStar (CSGP) | 0.1 | $596k | -13% | 10k | 58.49 |
|
| Guidewire Software (GWRE) | 0.1 | $587k | -26% | 3.2k | 185.19 |
|
| Csw Industrials (CSW) | 0.1 | $586k | -7% | 1.8k | 319.55 |
|
| Equifax (EFX) | 0.1 | $577k | -13% | 2.5k | 226.97 |
|
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.1 | $573k | 1.2k | 463.86 |
|
|
| Marathon Petroleum Corp (MPC) | 0.1 | $571k | -5% | 3.2k | 176.15 |
|
| MercadoLibre (MELI) | 0.1 | $571k | -7% | 262.00 | 2178.41 |
|
| LeMaitre Vascular (LMAT) | 0.1 | $566k | -16% | 6.7k | 85.00 |
|
| Lpl Financial Holdings (LPLA) | 0.1 | $564k | -11% | 1.6k | 359.83 |
|
| Ishares Tr 7-10 Yr Trsy Bd (IEF) | 0.1 | $563k | -2% | 5.8k | 96.30 |
|
| MetLife (MET) | 0.1 | $561k | -6% | 7.1k | 79.41 |
|
| Kirby Corporation (KEX) | 0.1 | $561k | NEW | 4.5k | 125.47 |
|
| Merck & Co (MRK) | 0.1 | $559k | -17% | 5.1k | 110.53 |
|
| Ncino (NCNO) | 0.1 | $556k | -31% | 22k | 25.60 |
|
| Federal Signal Corporation (FSS) | 0.1 | $556k | -4% | 4.8k | 116.57 |
|
| Pure Storage Cl A (PSTG) | 0.1 | $554k | -26% | 8.3k | 66.98 |
|
| Atlantic Union B (AUB) | 0.1 | $554k | -5% | 15k | 37.44 |
|
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.1 | $553k | 2.7k | 204.11 |
|
|
| Domino's Pizza (DPZ) | 0.1 | $546k | 1.3k | 405.13 |
|
|
| ACI Worldwide (ACIW) | 0.1 | $545k | -4% | 12k | 46.77 |
|
| Universal Technical Institute (UTI) | 0.1 | $544k | -7% | 20k | 27.50 |
|
| Autodesk (ADSK) | 0.1 | $540k | 2.0k | 276.02 |
|
|
| Broadridge Financial Solutions (BR) | 0.1 | $536k | -9% | 2.4k | 223.38 |
|
| Modine Manufacturing (MOD) | 0.1 | $534k | -5% | 4.3k | 125.14 |
|
| Icon SHS (ICLR) | 0.1 | $530k | -14% | 2.9k | 181.38 |
|
| Morningstar (MORN) | 0.1 | $528k | -23% | 2.4k | 216.84 |
|
| Old Dominion Freight Line (ODFL) | 0.1 | $528k | -10% | 3.0k | 173.14 |
|
| Balchem Corporation (BCPC) | 0.1 | $517k | -6% | 3.2k | 160.27 |
|
| Yeti Hldgs (YETI) | 0.1 | $513k | -9% | 10k | 49.34 |
|
| Ishares Tr 0-5 Yr Tips Etf (STIP) | 0.1 | $512k | -3% | 5.0k | 102.49 |
|
| Ishares Silver Tr Ishares (SLV) | 0.1 | $510k | +4% | 7.0k | 72.38 |
|
| Gilead Sciences (GILD) | 0.1 | $510k | -9% | 4.2k | 121.10 |
|
| Crane Holdings (CXT) | 0.1 | $502k | -3% | 10k | 49.98 |
|
| Dimensional Etf Trust Us Core Equity 2 (DFAC) | 0.1 | $498k | 12k | 40.68 |
|
|
| Pool Corporation (POOL) | 0.1 | $493k | -31% | 2.0k | 252.31 |
|
| Box Cl A (BOX) | 0.1 | $491k | -5% | 17k | 29.71 |
|
| Spdr Series Trust State Street Spd (BILS) | 0.1 | $489k | -18% | 4.9k | 99.30 |
|
| Servisfirst Bancshares (SFBS) | 0.1 | $480k | -25% | 6.3k | 75.74 |
|
| Coca-Cola Company (KO) | 0.1 | $477k | -2% | 6.8k | 70.51 |
|
| Thermo Fisher Scientific (TMO) | 0.1 | $475k | 767.00 | 618.92 |
|
|
| Vericel (VCEL) | 0.1 | $471k | -7% | 12k | 38.56 |
|
| J P Morgan Exchange Traded F Betabuldrs Japan (BBJP) | 0.1 | $471k | +18% | 6.8k | 68.99 |
|
| Hdfc Bank Sponsored Ads (HDB) | 0.1 | $471k | -14% | 14k | 33.10 |
|
| Goosehead Ins Com Cl A (GSHD) | 0.1 | $459k | +3% | 6.1k | 74.88 |
|
| Tg Therapeutics (TGTX) | 0.1 | $455k | NEW | 16k | 28.47 |
|
| Sprouts Fmrs Mkt (SFM) | 0.1 | $455k | +30% | 5.9k | 77.20 |
|
| Knife River Corp Common Stock (KNF) | 0.1 | $453k | -5% | 5.7k | 79.85 |
|
| Novartis Sponsored Adr (NVS) | 0.1 | $452k | 3.2k | 141.54 |
|
|
| Bondbloxx Etf Trust Bloomberg Six Mn (XHLF) | 0.1 | $447k | -22% | 8.9k | 50.29 |
|
| Onestream Cl A (OS) | 0.1 | $441k | -44% | 19k | 23.62 |
|
| Lennox International (LII) | 0.1 | $436k | -13% | 822.00 | 530.26 |
|
| Align Technology (ALGN) | 0.1 | $434k | -13% | 2.5k | 172.79 |
|
| Cme (CME) | 0.1 | $431k | +14% | 1.6k | 262.45 |
|
| Regeneron Pharmaceuticals (REGN) | 0.1 | $431k | 541.00 | 796.60 |
|
|
| Nordson Corporation (NDSN) | 0.1 | $429k | -11% | 1.6k | 261.25 |
|
| Constellation Energy (CEG) | 0.1 | $424k | 1.2k | 342.55 |
|
|
| At&t (T) | 0.1 | $412k | -16% | 17k | 23.99 |
|
| Vanguard Index Fds Mid Cap Etf (VO) | 0.1 | $410k | 1.4k | 298.66 |
|
|
| Procter & Gamble Company (PG) | 0.1 | $409k | -20% | 2.9k | 141.89 |
|
| Northern Lts Fd Tr Iv Main Thematc In (TMAT) | 0.1 | $407k | -20% | 16k | 25.01 |
|
| International Business Machines (IBM) | 0.1 | $406k | 1.3k | 304.22 |
|
|
| United Parcel Service CL B (UPS) | 0.1 | $402k | 3.7k | 108.06 |
|
|
| World Gold Tr Spdr Gld Minis (GLDM) | 0.1 | $400k | -61% | 4.5k | 89.23 |
|
| Northern Lts Fd Tr Iv Main Buywrite (BUYW) | 0.1 | $399k | +4% | 28k | 14.32 |
|
| Brooks Automation (AZTA) | 0.1 | $399k | NEW | 11k | 37.92 |
|
| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.1 | $396k | +6% | 5.1k | 77.83 |
|
| Charles Schwab Corporation (SCHW) | 0.1 | $395k | -7% | 3.9k | 100.17 |
|
| Pfizer (PFE) | 0.1 | $392k | -3% | 15k | 25.48 |
|
| Rocket Lab Corp (RKLB) | 0.1 | $392k | 4.6k | 84.85 |
|
|
| Us Bancorp Del Com New (USB) | 0.1 | $390k | 7.1k | 55.21 |
|
|
| Allegion Ord Shs (ALLE) | 0.1 | $387k | -10% | 2.4k | 162.69 |
|
| Ishares Tr Shrt Nat Mun Etf (SUB) | 0.1 | $383k | 3.6k | 106.96 |
|
|
| Nu Hldgs Ord Shs Cl A (NU) | 0.1 | $379k | -14% | 22k | 17.46 |
|
| Waste Management (WM) | 0.1 | $378k | +9% | 1.7k | 220.97 |
|
| Exponent (EXPO) | 0.1 | $377k | -11% | 5.1k | 74.58 |
|
| Union Pacific Corporation (UNP) | 0.1 | $376k | +4% | 1.6k | 228.44 |
|
| Monday SHS (MNDY) | 0.1 | $370k | -16% | 2.5k | 148.03 |
|
| Cyberark Software SHS (CYBR) | 0.1 | $367k | -3% | 803.00 | 456.73 |
|
| Comfort Systems USA (FIX) | 0.1 | $364k | -39% | 360.00 | 1010.44 |
|
| Ishares Tr Rus 1000 Etf (IWB) | 0.1 | $363k | 953.00 | 380.59 |
|
|
| Invesco Db Multi-sector Comm Precious Metal (DBP) | 0.1 | $354k | -2% | 3.2k | 109.30 |
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.1 | $353k | -10% | 5.5k | 64.53 |
|
| Bentley Sys Com Cl B (BSY) | 0.1 | $351k | -23% | 8.7k | 40.13 |
|
| Universal Display Corporation (OLED) | 0.1 | $349k | -12% | 2.8k | 125.78 |
|
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.1 | $344k | 1.7k | 197.63 |
|
|
| American Electric Power Company (AEP) | 0.1 | $340k | -7% | 2.9k | 116.91 |
|
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.1 | $339k | +11% | 1.0k | 323.63 |
|
| Harbor Etf Trust Harbor Commodity (HGER) | 0.1 | $338k | NEW | 13k | 25.37 |
|
| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.1 | $337k | -40% | 2.3k | 144.59 |
|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.1 | $336k | +8% | 2.7k | 124.66 |
|
| Texas Instruments Incorporated (TXN) | 0.1 | $334k | -3% | 1.8k | 190.31 |
|
| Mondelez Intl Cl A (MDLZ) | 0.1 | $334k | -3% | 6.1k | 55.09 |
|
| Brookfield Corp Cl A Ltd Vt Sh (BN) | 0.1 | $332k | +31% | 7.0k | 47.66 |
|
| Teradata Corporation (TDC) | 0.1 | $330k | -6% | 10k | 31.76 |
|
| Amphenol Corp Cl A (APH) | 0.1 | $328k | -5% | 2.3k | 140.16 |
|
| Brown & Brown (BRO) | 0.1 | $326k | -11% | 4.0k | 80.64 |
|
| Ge Aerospace Com New (GE) | 0.1 | $324k | -3% | 1.0k | 321.59 |
|
| Bigbear Ai Hldgs (BBAI) | 0.1 | $317k | +19% | 51k | 6.20 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.1 | $316k | 4.6k | 69.11 |
|
|
| Wec Energy Group (WEC) | 0.1 | $312k | -7% | 3.0k | 104.65 |
|
| Lockheed Martin Corporation (LMT) | 0.1 | $311k | -8% | 572.00 | 542.92 |
|
| Occidental Petroleum Corporation (OXY) | 0.1 | $307k | -12% | 7.2k | 42.86 |
|
| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.1 | $307k | NEW | 5.4k | 57.14 |
|
| Air Products & Chemicals (APD) | 0.1 | $307k | -10% | 1.2k | 263.72 |
|
| Ishares Tr Msci Usa Value (VLUE) | 0.1 | $306k | NEW | 2.1k | 144.24 |
|
| Select Sector Spdr Tr State Street Ind (XLI) | 0.1 | $306k | 1.9k | 161.93 |
|
|
| Automatic Data Processing (ADP) | 0.1 | $301k | -15% | 1.1k | 266.02 |
|
| Ishares Msci Eurzone Etf (EZU) | 0.1 | $299k | +6% | 4.5k | 65.93 |
|
| Ollies Bargain Outlt Hldgs I (OLLI) | 0.1 | $298k | -70% | 2.5k | 118.49 |
|
| Simon Property (SPG) | 0.1 | $297k | -3% | 1.6k | 184.63 |
|
| American Express Company (AXP) | 0.1 | $297k | -10% | 790.00 | 375.61 |
|
| First Tr Exchange-traded First Tr Enh New (FTSM) | 0.1 | $292k | -21% | 4.9k | 59.98 |
|
| Nvent Electric SHS (NVT) | 0.1 | $291k | +2% | 2.8k | 105.39 |
|
| Woodward Governor Company (WWD) | 0.1 | $287k | 892.00 | 321.99 |
|
|
| Southern Company (SO) | 0.1 | $285k | 3.3k | 87.21 |
|
|
| On Hldg Namen Akt A (ONON) | 0.1 | $285k | -13% | 5.8k | 49.12 |
|
| Expeditors International of Washington (EXPD) | 0.1 | $282k | 1.8k | 158.91 |
|
|
| Karman Hldgs Common Stock (KRMN) | 0.1 | $282k | NEW | 2.7k | 106.22 |
|
| Spdr Series Trust State Street Spd (MDYG) | 0.1 | $280k | -3% | 2.9k | 96.66 |
|
| Valmont Industries (VMI) | 0.1 | $279k | +3% | 656.00 | 425.59 |
|
| Tractor Supply Company (TSCO) | 0.1 | $277k | -4% | 5.4k | 51.51 |
|
| Willis Towers Watson SHS (WTW) | 0.1 | $275k | -15% | 832.00 | 330.26 |
|
| Ford Motor Company (F) | 0.1 | $270k | -7% | 19k | 14.20 |
|
| Ishares Tr Europe Etf (IEV) | 0.1 | $267k | 3.8k | 70.27 |
|
|
| Republic Services (RSG) | 0.1 | $266k | -8% | 1.3k | 212.22 |
|
| McKesson Corporation (MCK) | 0.1 | $264k | -8% | 323.00 | 816.06 |
|
| Bj's Wholesale Club Holdings (BJ) | 0.1 | $259k | +13% | 2.9k | 89.94 |
|
| Ishares Tr Msci Usa Mmentm (MTUM) | 0.1 | $255k | 991.00 | 256.99 |
|
|
| Spdr Series Trust State Street Spd (MDYV) | 0.1 | $251k | -3% | 2.8k | 88.78 |
|
| Micron Technology (MU) | 0.1 | $251k | NEW | 726.00 | 345.14 |
|
| First Tr Exchange-traded Ft Vest S&p 500 (KNG) | 0.1 | $248k | -18% | 4.9k | 50.37 |
|
| Snap-on Incorporated (SNA) | 0.1 | $247k | -7% | 683.00 | 362.17 |
|
| Steris Shs Usd (STE) | 0.1 | $247k | 962.00 | 256.82 |
|
|
| Vanguard Index Fds Growth Etf (VUG) | 0.1 | $247k | NEW | 502.00 | 491.03 |
|
| Abercrombie & Fitch Cl A (ANF) | 0.1 | $244k | NEW | 2.0k | 124.87 |
|
| SEI Investments Company (SEIC) | 0.1 | $242k | -5% | 2.8k | 86.78 |
|
| Medpace Hldgs (MEDP) | 0.1 | $234k | -29% | 393.00 | 595.00 |
|
| Penumbra (PEN) | 0.1 | $225k | NEW | 698.00 | 322.44 |
|
| Halozyme Therapeutics (HALO) | 0.1 | $225k | 3.1k | 72.47 |
|
|
| Oshkosh Corporation (OSK) | 0.1 | $224k | NEW | 1.5k | 150.47 |
|
| Etf Ser Solutions Aptus Large Cap (DUBS) | 0.1 | $221k | 5.8k | 38.21 |
|
|
| General Mills (GIS) | 0.1 | $220k | +13% | 4.9k | 44.60 |
|
| Illumina (ILMN) | 0.1 | $217k | NEW | 1.5k | 141.07 |
|
| Watsco, Incorporated (WSO) | 0.1 | $215k | -9% | 572.00 | 375.50 |
|
| Totalenergies Se Act (TTFNF) | 0.1 | $213k | NEW | 3.3k | 63.93 |
|
| Ptc (PTC) | 0.1 | $211k | 1.2k | 171.52 |
|
|
| Ge Vernova (GEV) | 0.1 | $210k | 338.00 | 622.50 |
|
|
| TJX Companies (TJX) | 0.1 | $210k | NEW | 1.3k | 157.81 |
|
| Insulet Corporation (PODD) | 0.1 | $208k | +2% | 720.00 | 289.04 |
|
| Ares Management Corporation Cl A Com Stk (ARES) | 0.1 | $207k | -8% | 1.2k | 175.91 |
|
| Natwest Group Spons Adr (NWG) | 0.0 | $193k | -5% | 11k | 17.26 |
|
| Banco Santander Sa Adr (SAN) | 0.0 | $179k | 15k | 11.88 |
|
|
| Indie Semiconductor Class A Com (INDI) | 0.0 | $177k | 45k | 3.96 |
|
|
| Mitsubishi Ufj Finl Group In Sponsored Ads (MUFG) | 0.0 | $176k | NEW | 10k | 17.09 |
|
| Lloyds Banking Group Sponsored Adr (LYG) | 0.0 | $154k | +2% | 28k | 5.41 |
|
| Strive Cl A Com | 0.0 | $76k | NEW | 80k | 0.95 |
|
| Editas Medicine (EDIT) | 0.0 | $21k | 10k | 2.07 |
|
Past Filings by Gibbs Wealth Management
SEC 13F filings are viewable for Gibbs Wealth Management going back to 2025
- Gibbs Wealth Management 2025 Q4 filed Jan. 23, 2026
- Gibbs Wealth Management 2024 Q1 filed Nov. 4, 2025
- Gibbs Wealth Management 2024 Q2 filed Nov. 4, 2025
- Gibbs Wealth Management 2024 Q3 filed Nov. 4, 2025
- Gibbs Wealth Management 2024 Q4 filed Nov. 4, 2025
- Gibbs Wealth Management 2025 Q1 filed Nov. 4, 2025
- Gibbs Wealth Management 2025 Q3 filed Oct. 30, 2025
- Gibbs Wealth Management 2025 Q2 filed Aug. 13, 2025