Gibson Wealth Advisors
Latest statistics and disclosures from Gibson Wealth Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are VTI, BND, VOO, VXUS, NSC, and represent 78.56% of Gibson Wealth Advisors's stock portfolio.
- Added to shares of these 10 stocks: BND (+$23M), CAT, MCD, ENB, VOO, VEU, VXUS, AMZN, VB, AAPL.
- Started 4 new stock positions in ENB, MCD, CAT, BND.
- Reduced shares in these 4 stocks: VTIP (-$13M), VTI, , VO.
- Sold out of its positions in DVN, VTIP.
- Gibson Wealth Advisors was a net buyer of stock by $10M.
- Gibson Wealth Advisors has $123M in assets under management (AUM), dropping by 15.04%.
- Central Index Key (CIK): 0001911266
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Portfolio Holdings for Gibson Wealth Advisors
Gibson Wealth Advisors holds 36 positions in its portfolio as reported in the September 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Vanguard Index Fds Total Stk Mkt (VTI) | 31.6 | $39M | 137k | 283.16 |
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| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 18.7 | $23M | NEW | 305k | 75.11 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 12.3 | $15M | 29k | 527.67 |
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| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 11.4 | $14M | 217k | 64.74 |
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| Norfolk Southern (NSC) | 4.6 | $5.6M | 23k | 248.50 |
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| Vanguard Index Fds Small Cp Etf (VB) | 2.3 | $2.8M | 12k | 237.22 |
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| Exxon Mobil Corporation (XOM) | 2.0 | $2.5M | 21k | 117.22 |
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| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 2.0 | $2.5M | +7% | 39k | 63.00 |
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| Chevron Corporation (CVX) | 1.3 | $1.7M | 11k | 147.27 |
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| Apple (AAPL) | 1.3 | $1.6M | 6.9k | 233.00 |
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| NVIDIA Corporation (NVDA) | 1.3 | $1.6M | 13k | 121.44 |
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| Duke Energy Corp Com New (DUK) | 1.2 | $1.5M | 13k | 115.30 |
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| Pepsi (PEP) | 1.1 | $1.3M | 7.7k | 170.05 |
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| Merck & Co (MRK) | 0.9 | $1.1M | 10k | 113.56 |
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| Procter & Gamble Company (PG) | 0.9 | $1.1M | 6.4k | 173.20 |
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| Spdr Ser Tr Portfoli S&p1500 (SPTM) | 0.6 | $736k | 11k | 70.06 |
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| Coca-Cola Company (KO) | 0.6 | $719k | 10k | 71.86 |
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| Evergy (EVRG) | 0.6 | $707k | 11k | 62.01 |
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| American Electric Power Company (AEP) | 0.5 | $641k | 6.2k | 102.60 |
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| Fidelity Covington Trust Msci Utils Index (FUTY) | 0.5 | $570k | 11k | 51.82 |
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| Flowers Foods (FLO) | 0.4 | $470k | 20k | 23.07 |
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| Owens Corning (OC) | 0.3 | $424k | 2.4k | 176.54 |
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| 3M Company (MMM) | 0.3 | $417k | 3.1k | 136.70 |
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| Texas Instruments Incorporated (TXN) | 0.3 | $414k | 2.0k | 206.57 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.3 | $403k | 875.00 | 460.26 |
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| Micron Technology (MU) | 0.3 | $401k | 3.9k | 103.71 |
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| Amazon (AMZN) | 0.3 | $377k | +5% | 2.0k | 186.33 |
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| At&t (T) | 0.3 | $368k | 17k | 22.00 |
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| International Business Machines (IBM) | 0.3 | $332k | 1.5k | 221.08 |
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| Southside Bancshares (SBSI) | 0.3 | $330k | 9.9k | 33.43 |
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| Vanguard World Energy Etf (VDE) | 0.2 | $306k | 2.5k | 122.47 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 0.2 | $255k | -26% | 966.00 | 263.83 |
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| Caterpillar (CAT) | 0.2 | $213k | NEW | 545.00 | 391.22 |
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| Bank of America Corporation (BAC) | 0.2 | $211k | 5.3k | 39.68 |
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| McDonald's Corporation (MCD) | 0.2 | $209k | NEW | 687.00 | 304.51 |
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| Enbridge (ENB) | 0.2 | $203k | NEW | 5.0k | 40.61 |
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Past Filings by Gibson Wealth Advisors
SEC 13F filings are viewable for Gibson Wealth Advisors going back to 2021
- Gibson Wealth Advisors 2024 Q3 filed Nov. 5, 2024
- Gibson Wealth Advisors 2024 Q1 filed Aug. 28, 2024
- Gibson Wealth Advisors 2024 Q2 filed Aug. 28, 2024
- Gibson Wealth Advisors 2022 Q4 filed Feb. 8, 2023
- Gibson Wealth Advisors 2022 Q3 filed Nov. 22, 2022
- Gibson Wealth Advisors 2022 Q2 filed Sept. 7, 2022
- Gibson Wealth Advisors 2022 Q1 filed May 5, 2022
- Gibson Wealth Advisors 2021 Q4 filed Feb. 16, 2022