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 15.86% of Gibbs Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: SECT (+$9.8M), AVGO, SNPS, BSX, NET, STZ, UBER, HLI, NVDA, INTU.
- Started 19 new stock positions in NOVT, TMAT, RKLB, SO, STZ, AUB, MOD, SAN, BBJP, OS. BSX, CARG, SNPS, BUYW, IVW, VT, APP, DUBS, NET.
- Reduced shares in these 10 stocks: SPYG (-$7.8M), GOVT (-$6.5M), SLYG, VCIT, ORCL, TMO, COST, SPDW, SPMB, ABT.
- Sold out of its positions in AAON, BMI, BBVA, WRB, IVVB, BTI, CDW, CNI, CERT, CPRT.
- Gibbs Wealth Management was a net seller of stock by $-103M.
- Gibbs Wealth Management has $442M in assets under management (AUM), dropping by -14.85%.
- Central Index Key (CIK): 0002081110
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Portfolio Holdings for Gibbs Wealth Management
Gibbs Wealth Management holds 328 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Spdr Series Trust Prtflo S&p500 Gw (SPYG) | 4.2 | $18M | -29% | 177k | 104.51 |
|
| Spdr Index Shs Fds Portfolio Devlpd (SPDW) | 3.2 | $14M | -16% | 328k | 42.79 |
|
| Ishares Tr Us Treas Bd Etf (GOVT) | 3.0 | $13M | -33% | 567k | 23.12 |
|
| Ishares Tr 0-5yr Hi Yl Cp (SHYG) | 2.9 | $13M | +3% | 299k | 43.30 |
|
| Northern Lts Fd Tr Iv Main Sectr Rotn (SECT) | 2.6 | $12M | +545% | 184k | 63.02 |
|
| Spdr Series Trust Prtflo S&p500 Vl (SPYV) | 2.5 | $11M | -12% | 196k | 55.33 |
|
| Spdr Series Trust Port Mtg Bk Etf (SPMB) | 2.5 | $11M | -19% | 484k | 22.44 |
|
| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 2.3 | $10M | -26% | 121k | 84.11 |
|
| Microsoft Corporation (MSFT) | 2.3 | $10M | -17% | 19k | 517.95 |
|
| Spdr Series Trust Portfolio Ln Tsr (SPTL) | 2.2 | $9.7M | +2% | 360k | 26.95 |
|
| NVIDIA Corporation (NVDA) | 2.0 | $8.6M | +8% | 46k | 186.58 |
|
| Oracle Corporation (ORCL) | 1.9 | $8.5M | -28% | 30k | 281.24 |
|
| Amazon (AMZN) | 1.8 | $7.7M | -22% | 35k | 219.57 |
|
| Spdr Series Trust Bloomberg 1-3 Mo (BIL) | 1.4 | $6.1M | -10% | 67k | 91.75 |
|
| Spdr Series Trust Portfolio S&p600 (SPSM) | 1.3 | $5.6M | -14% | 121k | 46.32 |
|
| Spdr Index Shs Fds Portfolio Emg Mk (SPEM) | 1.2 | $5.4M | -23% | 115k | 46.81 |
|
| Visa Com Cl A (V) | 1.2 | $5.3M | -22% | 15k | 341.38 |
|
| Shopify Cl A Sub Vtg Shs (SHOP) | 1.2 | $5.1M | -13% | 34k | 148.61 |
|
| Apple (AAPL) | 1.1 | $5.0M | -20% | 20k | 254.63 |
|
| Spdr Series Trust Portfolio Short (SPSB) | 1.1 | $4.9M | -19% | 161k | 30.29 |
|
| Eli Lilly & Co. (LLY) | 1.1 | $4.8M | -11% | 6.3k | 763.03 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 1.0 | $4.5M | -17% | 19k | 243.09 |
|
| Broadcom (AVGO) | 1.0 | $4.3M | +277% | 13k | 329.92 |
|
| Mastercard Incorporated Cl A (MA) | 0.9 | $4.2M | -15% | 7.3k | 568.84 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.7 | $3.3M | -33% | 13k | 243.56 |
|
| Netflix (NFLX) | 0.7 | $3.0M | -26% | 2.5k | 1198.92 |
|
| Verizon Communications (VZ) | 0.7 | $3.0M | +22% | 69k | 43.95 |
|
| Ishares Tr Broad Usd High (USHY) | 0.7 | $3.0M | -17% | 80k | 37.78 |
|
| Raytheon Technologies Corp (RTX) | 0.7 | $2.9M | -22% | 17k | 167.33 |
|
| Tesla Motors (TSLA) | 0.7 | $2.9M | -27% | 6.5k | 444.72 |
|
| Meta Platforms Cl A (META) | 0.6 | $2.7M | -15% | 3.7k | 734.41 |
|
| J P Morgan Exchange Traded F Us Qualty Fctr (JQUA) | 0.6 | $2.5M | -33% | 39k | 62.91 |
|
| Janus Detroit Str Tr Henderson Mtg (JMBS) | 0.5 | $2.3M | -13% | 51k | 45.67 |
|
| Sap Se Spon Adr (SAP) | 0.5 | $2.3M | -20% | 8.7k | 267.21 |
|
| Profesionally Managed Portfo Congress Smid Gr (CSMD) | 0.5 | $2.3M | -11% | 69k | 33.31 |
|
| Agnico (AEM) | 0.5 | $2.2M | -26% | 13k | 168.56 |
|
| Zoetis Cl A (ZTS) | 0.5 | $2.2M | -14% | 15k | 146.32 |
|
| Msci (MSCI) | 0.5 | $2.1M | -13% | 3.8k | 567.44 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.5 | $2.1M | -16% | 4.2k | 502.74 |
|
| Houlihan Lokey Cl A (HLI) | 0.5 | $2.1M | +51% | 10k | 205.33 |
|
| Abbott Laboratories (ABT) | 0.5 | $2.1M | -53% | 16k | 133.94 |
|
| Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) | 0.4 | $2.0M | -21% | 39k | 50.78 |
|
| Aon Shs Cl A (AON) | 0.4 | $2.0M | -30% | 5.5k | 356.58 |
|
| Cisco Systems (CSCO) | 0.4 | $1.9M | -20% | 27k | 68.42 |
|
| Starbucks Corporation (SBUX) | 0.4 | $1.8M | -10% | 22k | 84.60 |
|
| Servicenow (NOW) | 0.4 | $1.8M | -14% | 2.0k | 920.28 |
|
| Boeing Company (BA) | 0.4 | $1.8M | -22% | 8.4k | 215.83 |
|
| JPMorgan Chase & Co. (JPM) | 0.4 | $1.8M | -24% | 5.6k | 315.41 |
|
| Janus Detroit Str Tr B-bbb Clo Etf (JBBB) | 0.4 | $1.7M | -17% | 36k | 48.17 |
|
| Pgim Etf Tr Actv Hy Bd Etf (PHYL) | 0.4 | $1.7M | -14% | 49k | 35.75 |
|
| Medtronic SHS (MDT) | 0.4 | $1.7M | -16% | 18k | 95.24 |
|
| Pepsi (PEP) | 0.4 | $1.7M | +2% | 12k | 140.44 |
|
| Rbc Cad (RY) | 0.4 | $1.7M | -3% | 12k | 147.32 |
|
| Spdr Series Trust S&P 600 SMCP GRW (SLYG) | 0.4 | $1.7M | -73% | 18k | 94.31 |
|
| Sterling Construction Company (STRL) | 0.4 | $1.7M | -21% | 4.9k | 339.68 |
|
| Sea Sponsord Ads (SE) | 0.4 | $1.7M | -20% | 9.3k | 178.73 |
|
| Wells Fargo & Company (WFC) | 0.4 | $1.6M | -9% | 20k | 83.82 |
|
| Walt Disney Company (DIS) | 0.4 | $1.6M | -21% | 14k | 114.50 |
|
| Accenture Plc Ireland Shs Class A (ACN) | 0.3 | $1.5M | -16% | 6.2k | 246.60 |
|
| Sony Group Corp Sponsored Adr (SONY) | 0.3 | $1.5M | -20% | 53k | 28.79 |
|
| Curtiss-Wright (CW) | 0.3 | $1.5M | -19% | 2.7k | 542.95 |
|
| Unilever Spon Adr New (UL) | 0.3 | $1.5M | -18% | 25k | 59.28 |
|
| Philip Morris International (PM) | 0.3 | $1.4M | -28% | 8.8k | 162.21 |
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.3 | $1.4M | -15% | 2.1k | 666.25 |
|
| IDEXX Laboratories (IDXX) | 0.3 | $1.4M | -13% | 2.2k | 638.89 |
|
| General Dynamics Corporation (GD) | 0.3 | $1.3M | -17% | 3.9k | 340.96 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 0.3 | $1.3M | -33% | 2.0k | 669.31 |
|
| Heico Corp Cl A (HEI.A) | 0.3 | $1.3M | -23% | 5.1k | 254.09 |
|
| Adobe Systems Incorporated (ADBE) | 0.3 | $1.3M | -56% | 3.7k | 352.75 |
|
| Duke Energy Corp Com New (DUK) | 0.3 | $1.3M | -16% | 11k | 123.75 |
|
| Applied Materials (AMAT) | 0.3 | $1.3M | -16% | 6.3k | 204.74 |
|
| Emcor (EME) | 0.3 | $1.3M | +96% | 2.0k | 649.54 |
|
| Chevron Corporation (CVX) | 0.3 | $1.3M | -14% | 8.3k | 155.29 |
|
| Bank of America Corporation (BAC) | 0.3 | $1.3M | -17% | 25k | 51.59 |
|
| Uber Technologies (UBER) | 0.3 | $1.3M | +160% | 13k | 97.97 |
|
| Spdr Gold Tr Gold Shs (GLD) | 0.3 | $1.3M | 3.6k | 355.47 |
|
|
| Ryan Specialty Holdings Cl A (RYAN) | 0.3 | $1.2M | -21% | 22k | 56.36 |
|
| Johnson & Johnson (JNJ) | 0.3 | $1.2M | -7% | 6.7k | 185.41 |
|
| Rambus (RMBS) | 0.3 | $1.2M | -16% | 12k | 104.20 |
|
| Novo-nordisk A S Adr (NVO) | 0.3 | $1.2M | -9% | 22k | 55.49 |
|
| Enbridge (ENB) | 0.3 | $1.2M | -18% | 24k | 50.46 |
|
| Teledyne Technologies Incorporated (TDY) | 0.3 | $1.2M | -16% | 2.0k | 586.04 |
|
| CVS Caremark Corporation (CVS) | 0.3 | $1.2M | -16% | 16k | 75.39 |
|
| Vaneck Etf Trust Bdc Income Etf (BIZD) | 0.3 | $1.1M | -17% | 76k | 14.94 |
|
| InterDigital (IDCC) | 0.3 | $1.1M | -11% | 3.3k | 345.24 |
|
| Ligand Pharmaceuticals Com New (LGND) | 0.3 | $1.1M | -13% | 6.3k | 177.14 |
|
| Astrazeneca Sponsored Adr (AZN) | 0.3 | $1.1M | 14k | 76.72 |
|
|
| Ollies Bargain Outlt Hldgs I (OLLI) | 0.3 | $1.1M | -26% | 8.6k | 128.40 |
|
| CommVault Systems (CVLT) | 0.2 | $1.1M | -15% | 5.7k | 188.78 |
|
| Qualcomm (QCOM) | 0.2 | $1.1M | -29% | 6.5k | 166.36 |
|
| Synopsys (SNPS) | 0.2 | $1.1M | NEW | 2.2k | 493.39 |
|
| McDonald's Corporation (MCD) | 0.2 | $1.1M | -8% | 3.5k | 303.89 |
|
| Casey's General Stores (CASY) | 0.2 | $1.1M | -19% | 1.9k | 565.37 |
|
| ConocoPhillips (COP) | 0.2 | $1.1M | -15% | 11k | 94.59 |
|
| Boston Scientific Corporation (BSX) | 0.2 | $1.0M | NEW | 11k | 97.63 |
|
| Asml Holding N V N Y Registry Shs (ASML) | 0.2 | $1.0M | -17% | 1.1k | 968.09 |
|
| Ametek (AME) | 0.2 | $1.0M | -17% | 5.5k | 188.01 |
|
| Becton, Dickinson and (BDX) | 0.2 | $1.0M | -17% | 5.5k | 187.16 |
|
| Monolithic Power Systems (MPWR) | 0.2 | $1.0M | -16% | 1.1k | 920.67 |
|
| Airbnb Com Cl A (ABNB) | 0.2 | $1.0M | -42% | 8.3k | 121.42 |
|
| Cloudflare Cl A Com (NET) | 0.2 | $1.0M | NEW | 4.7k | 214.59 |
|
| Williams Companies (WMB) | 0.2 | $999k | -4% | 16k | 63.35 |
|
| Workday Cl A (WDAY) | 0.2 | $997k | -46% | 4.1k | 240.73 |
|
| CoStar (CSGP) | 0.2 | $994k | -14% | 12k | 84.37 |
|
| Guidewire Software (GWRE) | 0.2 | $985k | -18% | 4.3k | 229.86 |
|
| Abbvie (ABBV) | 0.2 | $984k | -32% | 4.3k | 231.52 |
|
| AeroVironment (AVAV) | 0.2 | $984k | -12% | 3.1k | 314.89 |
|
| Primoris Services (PRIM) | 0.2 | $967k | -13% | 7.0k | 137.33 |
|
| Intuit (INTU) | 0.2 | $957k | +279% | 1.4k | 682.91 |
|
| Citigroup Com New (C) | 0.2 | $956k | -32% | 9.4k | 101.50 |
|
| Pure Storage Cl A (PSTG) | 0.2 | $945k | -20% | 11k | 83.81 |
|
| Paycom Software (PAYC) | 0.2 | $944k | -14% | 4.5k | 208.15 |
|
| Tenet Healthcare Corp Com New (THC) | 0.2 | $927k | -21% | 4.6k | 203.04 |
|
| West Pharmaceutical Services (WST) | 0.2 | $916k | -17% | 3.5k | 262.33 |
|
| Wal-Mart Stores (WMT) | 0.2 | $916k | -9% | 8.9k | 103.06 |
|
| Morgan Stanley Com New (MS) | 0.2 | $913k | -18% | 5.7k | 158.95 |
|
| Comcast Corp Cl A (CMCSA) | 0.2 | $911k | -17% | 29k | 31.42 |
|
| Relx Sponsored Adr (RELX) | 0.2 | $908k | -20% | 19k | 47.76 |
|
| Pjt Partners Com Cl A (PJT) | 0.2 | $903k | -16% | 5.1k | 177.73 |
|
| Calix (CALX) | 0.2 | $898k | -13% | 15k | 61.37 |
|
| Epam Systems (EPAM) | 0.2 | $897k | +13% | 6.0k | 150.79 |
|
| World Gold Tr Spdr Gld Minis (GLDM) | 0.2 | $892k | +30% | 12k | 76.45 |
|
| AES Corporation (AES) | 0.2 | $891k | -13% | 68k | 13.16 |
|
| Ishares Tr National Mun Etf (MUB) | 0.2 | $889k | -39% | 8.3k | 106.49 |
|
| Pool Corporation (POOL) | 0.2 | $878k | -18% | 2.8k | 310.09 |
|
| Corning Incorporated (GLW) | 0.2 | $868k | -51% | 11k | 82.03 |
|
| Ncino (NCNO) | 0.2 | $854k | -21% | 32k | 27.11 |
|
| Lowe's Companies (LOW) | 0.2 | $853k | -28% | 3.4k | 251.33 |
|
| Exxon Mobil Corporation (XOM) | 0.2 | $846k | -19% | 7.5k | 112.75 |
|
| Palantir Technologies Cl A (PLTR) | 0.2 | $840k | +5% | 4.6k | 182.42 |
|
| Wabtec Corporation (WAB) | 0.2 | $836k | -17% | 4.2k | 200.47 |
|
| American Tower Reit (AMT) | 0.2 | $834k | -11% | 4.3k | 192.34 |
|
| PG&E Corporation (PCG) | 0.2 | $818k | -12% | 54k | 15.08 |
|
| NOVA MEASURING Instruments L (NVMI) | 0.2 | $817k | -12% | 2.6k | 319.66 |
|
| Constellation Brands Cl A (STZ) | 0.2 | $814k | NEW | 6.0k | 134.67 |
|
| J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) | 0.2 | $803k | -5% | 16k | 50.73 |
|
| Home Depot (HD) | 0.2 | $800k | -14% | 2.0k | 405.25 |
|
| Newmont Mining Corporation (NEM) | 0.2 | $795k | +5% | 9.4k | 84.31 |
|
| Boot Barn Hldgs (BOOT) | 0.2 | $793k | 4.8k | 165.72 |
|
|
| Spdr Series Trust Bloomberg High Y (JNK) | 0.2 | $791k | -68% | 8.1k | 97.99 |
|
| Freeport-mcmoran CL B (FCX) | 0.2 | $783k | -26% | 20k | 39.22 |
|
| Technipfmc (FTI) | 0.2 | $780k | -29% | 20k | 39.45 |
|
| Caterpillar (CAT) | 0.2 | $772k | -39% | 1.6k | 477.18 |
|
| Cigna Corp (CI) | 0.2 | $770k | +12% | 2.7k | 288.28 |
|
| Equifax (EFX) | 0.2 | $754k | -16% | 2.9k | 256.54 |
|
| Pentair SHS (PNR) | 0.2 | $735k | -16% | 6.6k | 110.76 |
|
| American Intl Group Com New (AIG) | 0.2 | $734k | -18% | 9.4k | 78.54 |
|
| Morningstar (MORN) | 0.2 | $734k | -21% | 3.2k | 232.04 |
|
| Southwest Airlines (LUV) | 0.2 | $733k | +39% | 23k | 31.91 |
|
| EnPro Industries (NPO) | 0.2 | $730k | -12% | 3.2k | 226.01 |
|
| Advanced Drain Sys Inc Del (WMS) | 0.2 | $705k | -18% | 5.1k | 138.70 |
|
| Interface (TILE) | 0.2 | $695k | -13% | 24k | 28.94 |
|
| Crane Holdings (CXT) | 0.2 | $695k | -22% | 10k | 67.07 |
|
| LeMaitre Vascular (LMAT) | 0.2 | $695k | -18% | 7.9k | 87.51 |
|
| Universal Technical Institute (UTI) | 0.2 | $693k | +3% | 21k | 32.55 |
|
| Servisfirst Bancshares (SFBS) | 0.2 | $684k | -20% | 8.5k | 80.53 |
|
| Bristol Myers Squibb (BMY) | 0.2 | $677k | -11% | 15k | 45.10 |
|
| Cooper Cos (COO) | 0.2 | $671k | -55% | 9.8k | 68.56 |
|
| MercadoLibre (MELI) | 0.2 | $664k | -21% | 284.00 | 2336.94 |
|
| Cargurus Com Cl A (CARG) | 0.1 | $663k | NEW | 18k | 37.23 |
|
| Marathon Petroleum Corp (MPC) | 0.1 | $661k | -30% | 3.4k | 192.71 |
|
| Moog Cl A (MOG.A) | 0.1 | $656k | -13% | 3.2k | 207.68 |
|
| Verisk Analytics (VRSK) | 0.1 | $653k | -20% | 2.6k | 251.52 |
|
| ACI Worldwide (ACIW) | 0.1 | $648k | -8% | 12k | 52.77 |
|
| Barrick Mng Corp Com Shs (B) | 0.1 | $647k | -27% | 20k | 32.77 |
|
| Modine Manufacturing (MOD) | 0.1 | $640k | NEW | 4.5k | 142.16 |
|
| Skyline Corporation (SKY) | 0.1 | $640k | +8% | 8.4k | 76.37 |
|
| Ameris Ban (ABCB) | 0.1 | $639k | -13% | 8.7k | 73.31 |
|
| Broadridge Financial Solutions (BR) | 0.1 | $635k | -17% | 2.7k | 238.18 |
|
| Autodesk (ADSK) | 0.1 | $634k | -15% | 2.0k | 317.67 |
|
| MetLife (MET) | 0.1 | $623k | -18% | 7.6k | 82.37 |
|
| CSX Corporation (CSX) | 0.1 | $618k | -26% | 17k | 35.51 |
|
| Onestream Cl A (OS) | 0.1 | $617k | NEW | 34k | 18.43 |
|
| Shell Spon Ads (SHEL) | 0.1 | $615k | -16% | 8.6k | 71.53 |
|
| Spdr Series Trust Bloomberg 3-12 M (BILS) | 0.1 | $605k | -5% | 6.1k | 99.52 |
|
| Sensient Technologies Corporation (SXT) | 0.1 | $605k | -15% | 6.4k | 93.85 |
|
| John Bean Technologies Corporation (JBTM) | 0.1 | $601k | -13% | 4.3k | 140.45 |
|
| Federal Signal Corporation (FSS) | 0.1 | $598k | -12% | 5.0k | 118.99 |
|
| Icon SHS (ICLR) | 0.1 | $595k | -7% | 3.4k | 175.00 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $595k | -42% | 990.00 | 600.46 |
|
| Integer Hldgs (ITGR) | 0.1 | $594k | -16% | 5.7k | 103.33 |
|
| Ross Stores (ROST) | 0.1 | $594k | -17% | 3.9k | 152.40 |
|
| Lpl Financial Holdings (LPLA) | 0.1 | $592k | -17% | 1.8k | 332.70 |
|
| Bentley Sys Com Cl B (BSY) | 0.1 | $590k | -17% | 12k | 51.48 |
|
| At&t (T) | 0.1 | $585k | -17% | 21k | 28.24 |
|
| Domino's Pizza (DPZ) | 0.1 | $584k | -5% | 1.4k | 431.74 |
|
| Monday SHS (MNDY) | 0.1 | $577k | +115% | 3.0k | 193.69 |
|
| Bondbloxx Etf Trust Bloomberg Six Mn (XHLF) | 0.1 | $576k | +32% | 11k | 50.42 |
|
| Ishares Tr 7-10 Yr Trsy Bd (IEF) | 0.1 | $576k | -18% | 6.0k | 96.46 |
|
| Hdfc Bank Sponsored Ads (HDB) | 0.1 | $570k | +29% | 17k | 34.16 |
|
| Centene Corporation (CNC) | 0.1 | $566k | +16% | 16k | 35.68 |
|
| Box Cl A (BOX) | 0.1 | $566k | -18% | 18k | 32.27 |
|
| Procter & Gamble Company (PG) | 0.1 | $560k | -27% | 3.6k | 153.67 |
|
| Northern Lts Fd Tr Iv Main Thematc In (TMAT) | 0.1 | $554k | NEW | 21k | 27.07 |
|
| Atlantic Union B (AUB) | 0.1 | $550k | NEW | 16k | 35.29 |
|
| UFP Technologies (UFPT) | 0.1 | $544k | -19% | 2.7k | 199.60 |
|
| Monster Beverage Corp (MNST) | 0.1 | $541k | -17% | 8.0k | 67.31 |
|
| Advanced Micro Devices (AMD) | 0.1 | $538k | -2% | 3.3k | 161.79 |
|
| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.1 | $536k | NEW | 3.9k | 137.80 |
|
| salesforce (CRM) | 0.1 | $536k | -14% | 2.3k | 237.01 |
|
| Ishares Tr 0-5 Yr Tips Etf (STIP) | 0.1 | $535k | +10% | 5.2k | 103.36 |
|
| FactSet Research Systems (FDS) | 0.1 | $533k | -16% | 1.9k | 286.51 |
|
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.1 | $527k | -21% | 2.7k | 194.53 |
|
| Novanta (NOVT) | 0.1 | $527k | NEW | 5.3k | 100.15 |
|
| Merit Medical Systems (MMSI) | 0.1 | $520k | -13% | 6.3k | 83.23 |
|
| Hamilton Lane Cl A (HLNE) | 0.1 | $520k | -17% | 3.9k | 134.79 |
|
| Gilead Sciences (GILD) | 0.1 | $519k | -13% | 4.7k | 111.00 |
|
| Balchem Corporation (BCPC) | 0.1 | $519k | -14% | 3.5k | 150.06 |
|
| Merck & Co (MRK) | 0.1 | $512k | -3% | 6.1k | 83.93 |
|
| Lennox International (LII) | 0.1 | $505k | -16% | 953.00 | 529.37 |
|
| Sprouts Fmrs Mkt (SFM) | 0.1 | $492k | -19% | 4.5k | 108.80 |
|
| Comfort Systems USA (FIX) | 0.1 | $489k | -42% | 592.00 | 825.19 |
|
| Old Dominion Freight Line (ODFL) | 0.1 | $482k | -16% | 3.4k | 140.78 |
|
| Csw Industrials (CSW) | 0.1 | $481k | -14% | 2.0k | 242.75 |
|
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.1 | $476k | -15% | 1.2k | 391.64 |
|
| Allegion Ord Shs (ALLE) | 0.1 | $472k | -17% | 2.7k | 177.35 |
|
| Dimensional Etf Trust Us Core Equity 2 (DFAC) | 0.1 | $472k | -15% | 12k | 38.57 |
|
| Knife River Corp Common Stock (KNF) | 0.1 | $464k | -13% | 6.0k | 76.87 |
|
| Coca-Cola Company (KO) | 0.1 | $461k | -43% | 7.0k | 66.32 |
|
| Universal Display Corporation (OLED) | 0.1 | $455k | -17% | 3.2k | 143.64 |
|
| Goosehead Ins Com Cl A (GSHD) | 0.1 | $440k | -21% | 5.9k | 74.42 |
|
| Brown & Brown (BRO) | 0.1 | $430k | -66% | 4.6k | 93.80 |
|
| Nordson Corporation (NDSN) | 0.1 | $423k | -17% | 1.9k | 226.97 |
|
| Vericel (VCEL) | 0.1 | $417k | -12% | 13k | 31.47 |
|
| Constellation Energy (CEG) | 0.1 | $409k | 1.2k | 329.10 |
|
|
| Pfizer (PFE) | 0.1 | $408k | -8% | 16k | 25.48 |
|
| Novartis Sponsored Adr (NVS) | 0.1 | $408k | -18% | 3.2k | 128.24 |
|
| Charles Schwab Corporation (SCHW) | 0.1 | $407k | -8% | 4.3k | 95.47 |
|
| Nu Hldgs Ord Shs Cl A (NU) | 0.1 | $404k | -21% | 25k | 16.01 |
|
| Vanguard Index Fds Mid Cap Etf (VO) | 0.1 | $403k | -23% | 1.4k | 293.74 |
|
| Cyberark Software SHS (CYBR) | 0.1 | $402k | -23% | 832.00 | 483.15 |
|
| Exponent (EXPO) | 0.1 | $395k | -16% | 5.7k | 69.49 |
|
| Automatic Data Processing (ADP) | 0.1 | $395k | -15% | 1.3k | 293.50 |
|
| Mondelez Intl Cl A (MDLZ) | 0.1 | $392k | -23% | 6.3k | 62.47 |
|
| Cohen & Steers (CNS) | 0.1 | $389k | -17% | 5.9k | 65.61 |
|
| Occidental Petroleum Corporation (OXY) | 0.1 | $389k | -8% | 8.2k | 47.25 |
|
| Cme (CME) | 0.1 | $386k | +6% | 1.4k | 270.19 |
|
| Ishares Tr Shrt Nat Mun Etf (SUB) | 0.1 | $383k | -22% | 3.6k | 106.78 |
|
| J P Morgan Exchange Traded F Betabuldrs Japan (BBJP) | 0.1 | $382k | NEW | 5.8k | 66.32 |
|
| International Business Machines (IBM) | 0.1 | $382k | -18% | 1.4k | 282.16 |
|
| Yeti Hldgs (YETI) | 0.1 | $382k | -16% | 12k | 33.18 |
|
| Northern Lts Fd Tr Iv Main Buywrite (BUYW) | 0.1 | $378k | NEW | 27k | 14.21 |
|
| Thermo Fisher Scientific (TMO) | 0.1 | $378k | -88% | 779.00 | 485.10 |
|
| First Tr Exchange-traded First Tr Enh New (FTSM) | 0.1 | $374k | -45% | 6.2k | 59.91 |
|
| Union Pacific Corporation (UNP) | 0.1 | $372k | -6% | 1.6k | 236.37 |
|
| Wec Energy Group (WEC) | 0.1 | $371k | -18% | 3.2k | 114.59 |
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.1 | $367k | -65% | 6.1k | 59.92 |
|
| Brookfield Corp Cl A Ltd Vt Sh (BN) | 0.1 | $364k | -12% | 5.3k | 68.58 |
|
| Align Technology (ALGN) | 0.1 | $363k | -17% | 2.9k | 125.22 |
|
| American Electric Power Company (AEP) | 0.1 | $354k | -7% | 3.1k | 112.50 |
|
| Air Products & Chemicals (APD) | 0.1 | $353k | -12% | 1.3k | 272.72 |
|
| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.1 | $351k | -3% | 4.8k | 73.46 |
|
| Ishares Tr Rus 1000 Etf (IWB) | 0.1 | $348k | -3% | 953.00 | 365.49 |
|
| Us Bancorp Del Com New (USB) | 0.1 | $348k | -13% | 7.2k | 48.33 |
|
| Waste Management (WM) | 0.1 | $346k | -4% | 1.6k | 220.81 |
|
| Willis Towers Watson SHS (WTW) | 0.1 | $342k | -53% | 990.00 | 345.45 |
|
| Texas Instruments Incorporated (TXN) | 0.1 | $335k | -21% | 1.8k | 183.73 |
|
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.1 | $330k | 1.7k | 189.68 |
|
|
| Tractor Supply Company (TSCO) | 0.1 | $321k | -27% | 5.6k | 56.87 |
|
| United Parcel Service CL B (UPS) | 0.1 | $315k | +3% | 3.8k | 83.53 |
|
| Ge Aerospace Com New (GE) | 0.1 | $314k | -13% | 1.0k | 300.82 |
|
| Simon Property (SPG) | 0.1 | $314k | -8% | 1.7k | 187.63 |
|
| Republic Services (RSG) | 0.1 | $314k | -21% | 1.4k | 229.48 |
|
| Lockheed Martin Corporation (LMT) | 0.1 | $312k | -6% | 625.00 | 499.21 |
|
| Southern Company (SO) | 0.1 | $309k | NEW | 3.3k | 94.76 |
|
| Amphenol Corp Cl A (APH) | 0.1 | $307k | -17% | 2.5k | 123.75 |
|
| Regeneron Pharmaceuticals (REGN) | 0.1 | $299k | -11% | 532.00 | 562.30 |
|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.1 | $299k | NEW | 2.5k | 120.72 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.1 | $298k | -37% | 4.6k | 65.26 |
|
| Listed Fds Tr Relative Strengt (RSMV) | 0.1 | $296k | -44% | 11k | 26.63 |
|
| First Tr Exchange-traded Ft Vest S&p 500 (KNG) | 0.1 | $296k | -36% | 6.0k | 49.31 |
|
| Invesco Db Multi-sector Comm Precious Metal (DBP) | 0.1 | $295k | 3.3k | 88.93 |
|
|
| American Express Company (AXP) | 0.1 | $292k | -13% | 879.00 | 332.16 |
|
| Select Sector Spdr Tr Indl (XLI) | 0.1 | $290k | -5% | 1.9k | 154.23 |
|
| Medpace Hldgs (MEDP) | 0.1 | $288k | -23% | 561.00 | 514.16 |
|
| Elf Beauty (ELF) | 0.1 | $286k | -77% | 2.2k | 132.48 |
|
| Ishares Silver Tr Ishares (SLV) | 0.1 | $285k | 6.7k | 42.37 |
|
|
| On Hldg Namen Akt A (ONON) | 0.1 | $284k | -19% | 6.7k | 42.35 |
|
| Bigbear Ai Hldgs (BBAI) | 0.1 | $278k | +87% | 43k | 6.52 |
|
| FirstEnergy (FE) | 0.1 | $275k | -18% | 6.0k | 45.82 |
|
| Spdr Series Trust S&P 400 MDCP GRW (MDYG) | 0.1 | $273k | -11% | 3.0k | 91.56 |
|
| McKesson Corporation (MCK) | 0.1 | $272k | -26% | 352.00 | 772.54 |
|
| Nvent Electric SHS (NVT) | 0.1 | $266k | -23% | 2.7k | 98.64 |
|
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.1 | $263k | -6% | 942.00 | 279.29 |
|
| Ishares Msci Eurzone Etf (EZU) | 0.1 | $263k | 4.2k | 61.94 |
|
|
| Costco Wholesale Corporation (COST) | 0.1 | $258k | -91% | 279.00 | 926.14 |
|
| Watsco, Incorporated (WSO) | 0.1 | $257k | -15% | 635.00 | 404.30 |
|
| SM Energy (SM) | 0.1 | $256k | -14% | 10k | 24.97 |
|
| Snap-on Incorporated (SNA) | 0.1 | $255k | -21% | 736.00 | 346.53 |
|
| Ishares Tr Msci Usa Mmentm (MTUM) | 0.1 | $252k | -8% | 983.00 | 256.45 |
|
| SEI Investments Company (SEIC) | 0.1 | $252k | -13% | 3.0k | 84.85 |
|
| Select Sector Spdr Tr Financial (XLF) | 0.1 | $250k | 4.6k | 53.87 |
|
|
| Spotify Technology S A SHS (SPOT) | 0.1 | $249k | -50% | 357.00 | 698.00 |
|
| Ishares Tr Europe Etf (IEV) | 0.1 | $249k | -7% | 3.8k | 65.48 |
|
| Spdr Index Shs Fds S&p Intl Etf (DWX) | 0.1 | $248k | 5.8k | 42.70 |
|
|
| Valmont Industries (VMI) | 0.1 | $246k | -23% | 635.00 | 387.74 |
|
| Ford Motor Company (F) | 0.1 | $245k | -11% | 21k | 11.96 |
|
| Ptc (PTC) | 0.1 | $245k | -24% | 1.2k | 203.02 |
|
| Spdr Series Trust S&p 400 Mdcp Val (MDYV) | 0.1 | $245k | -15% | 2.9k | 83.40 |
|
| Intuitive Surgical Com New (ISRG) | 0.1 | $243k | -17% | 543.00 | 447.23 |
|
| Teradata Corporation (TDC) | 0.1 | $240k | -18% | 11k | 21.51 |
|
| Steris Shs Usd (STE) | 0.1 | $239k | -23% | 966.00 | 247.44 |
|
| Bj's Wholesale Club Holdings (BJ) | 0.1 | $238k | -26% | 2.5k | 93.25 |
|
| Applovin Corp Com Cl A (APP) | 0.1 | $233k | NEW | 324.00 | 718.54 |
|
| Etf Ser Solutions Aptus Collrd Inv (ACIO) | 0.1 | $233k | 5.4k | 43.43 |
|
|
| Halozyme Therapeutics (HALO) | 0.1 | $228k | -27% | 3.1k | 73.34 |
|
| Woodward Governor Company (WWD) | 0.1 | $225k | 892.00 | 252.71 |
|
|
| Fastenal Company (FAST) | 0.1 | $223k | -21% | 4.6k | 49.04 |
|
| Expeditors International of Washington (EXPD) | 0.1 | $222k | -14% | 1.8k | 122.60 |
|
| Rocket Lab Corp (RKLB) | 0.0 | $221k | NEW | 4.6k | 47.91 |
|
| General Mills (GIS) | 0.0 | $220k | 4.4k | 50.42 |
|
|
| Power Integrations (POWI) | 0.0 | $220k | -14% | 5.5k | 40.21 |
|
| American Water Works (AWK) | 0.0 | $219k | -22% | 1.6k | 139.19 |
|
| Insulet Corporation (PODD) | 0.0 | $217k | -24% | 703.00 | 308.73 |
|
| Icici Bank Adr (IBN) | 0.0 | $214k | -22% | 7.1k | 30.23 |
|
| Totalenergies Se Sponsored Ads (TTE) | 0.0 | $213k | -5% | 3.6k | 59.69 |
|
| Celsius Hldgs Com New (CELH) | 0.0 | $211k | -21% | 3.7k | 57.49 |
|
| Ishares Tr TRS FLT RT BD (TFLO) | 0.0 | $210k | -4% | 4.2k | 50.59 |
|
| Etf Ser Solutions Aptus Large Cap (DUBS) | 0.0 | $210k | NEW | 5.8k | 36.55 |
|
| Pimco Etf Tr Enhan Shrt Ma Ac (MINT) | 0.0 | $210k | -4% | 2.1k | 100.69 |
|
| Altria (MO) | 0.0 | $206k | -11% | 3.1k | 66.06 |
|
| Ares Management Corporation Cl A Com Stk (ARES) | 0.0 | $206k | -20% | 1.3k | 159.89 |
|
| Ge Vernova (GEV) | 0.0 | $205k | -12% | 334.00 | 614.90 |
|
| Indie Semiconductor Class A Com (INDI) | 0.0 | $182k | 45k | 4.07 |
|
|
| Natwest Group Spons Adr (NWG) | 0.0 | $167k | -21% | 12k | 14.15 |
|
| Banco Santander Adr (SAN) | 0.0 | $159k | NEW | 15k | 10.48 |
|
| Lloyds Banking Group Sponsored Adr (LYG) | 0.0 | $126k | -36% | 28k | 4.54 |
|
| Editas Medicine (EDIT) | 0.0 | $36k | 10k | 3.47 |
|
Past Filings by Gibbs Wealth Management
SEC 13F filings are viewable for Gibbs Wealth Management going back to 2025
- 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