Gibson Wealth Advisors
Latest statistics and disclosures from Gibson Wealth Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are VTI, VOO, VTIP, VXUS, NSC, and represent 77.05% of Gibson Wealth Advisors's stock portfolio.
- Added to shares of these 9 stocks: NVDA, VXUS, VOO, VTI, AAPL, XOM, VDE, MU, CVX.
- Reduced shares in these 8 stocks: SHW, VTIP, PG, PEP, VB, VEU, FLO, VO.
- Sold out of its position in SHW.
- Gibson Wealth Advisors was a net buyer of stock by $3.1M.
- Gibson Wealth Advisors has $107M in assets under management (AUM), dropping by 2.93%.
- Central Index Key (CIK): 0001911266
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Portfolio Holdings for Gibson Wealth Advisors
Gibson Wealth Advisors holds 34 positions in its portfolio as reported in the June 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Vanguard Index Fds Total Stk Mkt (VTI) | 34.8 | $37M | 139k | 267.51 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 13.2 | $14M | +4% | 28k | 500.13 |
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| Vanguard Malvern Fds Strm Infproidx (VTIP) | 12.3 | $13M | 270k | 48.54 |
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| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 12.1 | $13M | +7% | 215k | 60.30 |
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| Norfolk Southern (NSC) | 4.6 | $4.9M | 23k | 214.69 |
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| Vanguard Index Fds Small Cp Etf (VB) | 2.4 | $2.6M | 12k | 218.04 |
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| Exxon Mobil Corporation (XOM) | 2.3 | $2.5M | +5% | 21k | 115.12 |
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| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 2.0 | $2.1M | 36k | 58.64 |
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| Chevron Corporation (CVX) | 1.6 | $1.8M | 11k | 156.42 |
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| NVIDIA Corporation (NVDA) | 1.5 | $1.6M | +900% | 13k | 123.54 |
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| Apple (AAPL) | 1.4 | $1.5M | +15% | 6.9k | 210.62 |
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| Duke Energy Corp Com New (DUK) | 1.2 | $1.3M | 13k | 100.23 |
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| Pepsi (PEP) | 1.2 | $1.3M | -4% | 7.7k | 164.93 |
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| Merck & Co (MRK) | 1.2 | $1.2M | 10k | 123.80 |
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| Procter & Gamble Company (PG) | 1.0 | $1.1M | -7% | 6.4k | 164.92 |
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| Spdr Ser Tr Portfoli S&p1500 (SPTM) | 0.7 | $697k | 11k | 66.35 |
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| Coca-Cola Company (KO) | 0.6 | $637k | 10k | 63.65 |
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| Evergy (EVRG) | 0.6 | $604k | 11k | 52.97 |
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| American Electric Power Company (AEP) | 0.5 | $548k | 6.2k | 87.74 |
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| Micron Technology (MU) | 0.5 | $509k | +18% | 3.9k | 131.53 |
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| Fidelity Covington Trust Msci Utils Index (FUTY) | 0.5 | $484k | 11k | 43.96 |
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| Flowers Foods (FLO) | 0.4 | $452k | -4% | 20k | 22.20 |
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| Owens Corning (OC) | 0.4 | $417k | 2.4k | 173.74 |
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| Texas Instruments Incorporated (TXN) | 0.4 | $389k | 2.0k | 194.53 |
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| Amazon (AMZN) | 0.3 | $372k | 1.9k | 193.25 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.3 | $356k | 875.00 | 406.80 |
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| At&t (T) | 0.3 | $319k | 17k | 19.11 |
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| Vanguard World Energy Etf (VDE) | 0.3 | $319k | +44% | 2.5k | 127.57 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 0.3 | $319k | -5% | 1.3k | 242.10 |
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| 3M Company (MMM) | 0.3 | $312k | 3.1k | 102.19 |
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| Southside Bancshares (SBSI) | 0.3 | $272k | 9.9k | 27.61 |
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| International Business Machines (IBM) | 0.2 | $259k | 1.5k | 172.95 |
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| Devon Energy Corporation (DVN) | 0.2 | $218k | 4.6k | 47.40 |
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| Bank of America Corporation (BAC) | 0.2 | $212k | 5.3k | 39.77 |
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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 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