Gibson Wealth Advisors
Latest statistics and disclosures from Gibson Wealth Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are VTI, VTIP, VOO, VXUS, NSC, and represent 71.27% of Gibson Wealth Advisors's stock portfolio.
- Added to shares of these 10 stocks: VTI (+$1.3B), VTIP (+$926M), VOO (+$569M), VXUS (+$495M), NSC (+$333M), VB (+$141M), XOM (+$129M), CVX (+$115M), VEU (+$100M), DUK (+$75M).
- Started 15 new stock positions in Fvcbankcorp Inc Cd, University Bank Cd Mthly, FCX, Wells Fargo Bank National Assn Cd, VGT, Customers Bk Phoenixville Pa Cd, GOOG, United Fidelity Bank Cd, Mountain Comm Bk Erwin Tenn Cd Mthly, Beal Bk Plano Tex Cd. Bmo Harris Bk Natl Assn Chicag Cd, STR, JPM, NVDA, Western Alliance Bancorp Cd.
- Reduced shares in these 10 stocks: BA, Brigham Minerals Inc-cl A, VUG, Jpmorgan Chase Bank Na Cd M/w Clbl, VTV, CTVA, Beal Bk Plano Tex Cd, DOW, VV, Wells Fargo Bank National Assn Cd.
- Sold out of its positions in BP, Beal Bk Plano Tex Cd, BA, Brigham Minerals Inc-cl A, BHF, MJ, Jpmorgan Chase Bank Na Cd M/w Clbl, Oyster Point Pharma, VOT, VBK. VV, VUG, VTV, Wells Fargo Bank National Assn Cd.
- Gibson Wealth Advisors was a net buyer of stock by $5.1B.
- Gibson Wealth Advisors has $5.2B in assets under management (AUM), dropping by 5876.59%.
- Central Index Key (CIK): 0001911266
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Portfolio Holdings for Gibson Wealth Advisors
Gibson Wealth Advisors holds 126 positions in its portfolio as reported in the December 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Vanguard Total Stk Mkt Etf Total Stk Mkt Etf (VTI) | 25.7 | $1.3B | +5441% | 6.9M | 192.71 |
|
| Vanguard Strm Infproidx Etf Strm Infproidx Etf (VTIP) | 18.2 | $947M | +4399% | 20M | 47.64 |
|
| Vanguard S&p 500 Etf S&p 500 Etf Shs (VOO) | 11.1 | $579M | +5652% | 1.6M | 353.26 |
|
| Vanguard Star Fd Tl Intl Stk F Etf Star Fd Tl Intl Stk F Etf (VXUS) | 9.7 | $505M | +5369% | 10M | 50.06 |
|
| Norfolk Southern (NSC) | 6.5 | $339M | +6200% | 1.4M | 236.57 |
|
| Vanguard Small Cp Etf Small Cp Etf (VB) | 2.8 | $143M | +5464% | 774k | 185.34 |
|
| Exxon Mobil Corporation (XOM) | 2.5 | $131M | +6200% | 1.2M | 107.14 |
|
| Chevron Corporation (CVX) | 2.2 | $117M | +6200% | 669k | 174.51 |
|
| Vanguard Allwrld Ex Us Etf Allwrld Ex Us Etf (VEU) | 1.9 | $101M | +6461% | 2.1M | 48.53 |
|
| Duke Energy (DUK) | 1.5 | $76M | +7390% | 787k | 96.22 |
|
| Pepsi (PEP) | 1.3 | $67M | +6200% | 378k | 178.37 |
|
| Merck & Co (MRK) | 1.2 | $64M | +6200% | 630k | 102.22 |
|
| Procter & Gamble Company (PG) | 1.1 | $58M | +6200% | 410k | 140.18 |
|
| Fidelity Covington Trust Msci Utils Index Etf Msci Utils Index Etf (FUTY) | 1.1 | $57M | +6200% | 1.3M | 43.99 |
|
| Apple (AAPL) | 1.0 | $54M | +10783% | 376k | 142.92 |
|
| Evergy (EVRG) | 0.8 | $43M | +6200% | 718k | 60.06 |
|
| Flowers Foods (FLO) | 0.8 | $40M | +6186% | 1.4M | 28.09 |
|
| At&t (T) | 0.7 | $39M | +6200% | 2.2M | 17.90 |
|
| Coca-Cola Company (KO) | 0.7 | $38M | +6200% | 630k | 60.37 |
|
| American Electric Power Company (AEP) | 0.7 | $35M | +11557% | 379k | 91.20 |
|
| Caterpillar (CAT) | 0.7 | $34M | +6200% | 158k | 217.70 |
|
| Spdr Series Trust Portfoli S&p 1500 Comp Stk Etf Portfoli S&p 1500 Comp Stk Etf (SPTM) | 0.6 | $31M | +6200% | 662k | 47.51 |
|
| Texas Instruments Incorporated (TXN) | 0.4 | $21M | +6200% | 126k | 166.75 |
|
| Southside Bancshares (SBSI) | 0.4 | $20M | +5523% | 554k | 35.47 |
|
| Vanguard Energy Etf Energy Etf (VDE) | 0.4 | $19M | +6200% | 158k | 121.74 |
|
| Vanguard Mid Cap Etf Mid Cap Etf (VO) | 0.3 | $17M | +5764% | 82k | 203.75 |
|
| First Republic Bank San Franci Cd CD (Principal) | 0.3 | $16M | +6200% | 16k | 997.27 |
|
| Discover Bank Cd CD (Principal) | 0.3 | $16M | +6200% | 16k | 997.14 |
|
| Jpmorgan Chase Bank Na Cd M/w Qtrly Clbl Cd M/w Qtrly Clbl (Principal) | 0.3 | $16M | +6200% | 16k | 993.59 |
|
| 3M Company (MMM) | 0.3 | $15M | +8428% | 119k | 122.42 |
|
| Sherwin-Williams Company (SHW) | 0.3 | $15M | +6200% | 63k | 231.22 |
|
| International Business Machines (IBM) | 0.3 | $13M | +6200% | 95k | 137.94 |
|
| Enbridge (ENB) | 0.2 | $12M | +6200% | 315k | 39.11 |
|
| McDonald's Corporation (MCD) | 0.2 | $11M | +6200% | 43k | 263.81 |
|
| NVIDIA Corporation (NVDA) | 0.2 | $11M | NEW | 76k | 148.43 |
|
| Mountain Comm Bk Erwin Tenn Cd Mthly Cd Mthly (Principal) | 0.2 | $10M | NEW | 10k | 999.80 |
|
| United Fidelity Bank Cd CD (Principal) | 0.2 | $10M | NEW | 10k | 999.70 |
|
| University Bank Cd Mthly Cd Mthly (Principal) | 0.2 | $10M | NEW | 10k | 999.70 |
|
| Wells Fargo Bank National Assn Cd CD (Principal) | 0.2 | $8.2M | NEW | 8.2k | 997.44 |
|
| Customers Bk Phoenixville Pa Cd CD (Principal) | 0.2 | $8.1M | NEW | 8.2k | 998.77 |
|
| Amazon (AMZN) | 0.2 | $8.1M | +27433% | 83k | 98.33 |
|
| Trustmark Corporation (TRMK) | 0.2 | $8.0M | +6200% | 229k | 34.93 |
|
| Webster Bank Waterbury Cd CD (Principal) | 0.2 | $7.9M | +6200% | 7.9k | 997.08 |
|
| Freeport-mcmoran Inc Com Cl B Com Cl B (FCX) | 0.1 | $5.8M | NEW | 164k | 35.41 |
|
| Xcel Energy (XEL) | 0.1 | $5.8M | +6200% | 87k | 66.54 |
|
| Qualcomm (QCOM) | 0.1 | $5.5M | +6200% | 47k | 116.99 |
|
| Warner Bros. Discovery (WBD) | 0.1 | $4.4M | +5947% | 391k | 11.37 |
|
| Kimberly-Clark Corporation (KMB) | 0.1 | $4.1M | +6200% | 32k | 127.05 |
|
| Bristol Myers Squibb (BMY) | 0.1 | $3.7M | +6200% | 49k | 75.41 |
|
| UnitedHealth (UNH) | 0.1 | $3.3M | +6200% | 6.3k | 529.68 |
|
| Johnson & Johnson (JNJ) | 0.1 | $3.1M | +6200% | 18k | 172.65 |
|
| United Rentals (URI) | 0.1 | $2.9M | +6200% | 8.8k | 328.57 |
|
| Cavco Industries (CVCO) | 0.1 | $2.8M | +6200% | 13k | 222.06 |
|
| Ishares Trust Rus 2000 Grw Etf Rus 2000 Grw Etf (IWO) | 0.1 | $2.8M | +6200% | 13k | 219.13 |
|
| Essential Utils (WTRG) | 0.0 | $2.6M | +6200% | 57k | 45.27 |
|
| Western Alliance Bancorp Cd CD (Principal) | 0.0 | $2.4M | NEW | 2.4k | 1000.00 |
|
| Vanguard High Div Yld Etf High Div Yld Etf (VYM) | 0.0 | $2.4M | +6200% | 22k | 106.42 |
|
| JPMorgan Chase & Co. (JPM) | 0.0 | $2.4M | NEW | 19k | 127.00 |
|
| Berkshire Hathaway Inc Com Cl B Com Cl B (BRK.B) | 0.0 | $2.3M | +800% | 7.9k | 297.02 |
|
| Emerson Electric (EMR) | 0.0 | $2.3M | +6200% | 25k | 89.88 |
|
| Wp Carey Inc Com Usd0 001 Com Usd0 001 (WPC) | 0.0 | $2.1M | +6200% | 28k | 76.68 |
|
| Dupont De Nemours (DD) | 0.0 | $2.0M | +4217% | 32k | 63.84 |
|
| Wal-Mart Stores (WMT) | 0.0 | $1.8M | +6200% | 13k | 142.46 |
|
| Verizon Communications (VZ) | 0.0 | $1.7M | +6200% | 45k | 37.67 |
|
| Sirius Xm Holdings (SIRI) | 0.0 | $1.7M | +1465% | 271k | 6.15 |
|
| Prudential Financial (PRU) | 0.0 | $1.5M | +3715% | 15k | 101.25 |
|
| Hershey Company (HSY) | 0.0 | $1.5M | +6200% | 6.3k | 230.48 |
|
| Wells Fargo & Company (WFC) | 0.0 | $1.4M | +6200% | 33k | 44.25 |
|
| Atmos Energy Corporation (ATO) | 0.0 | $1.4M | +6200% | 13k | 109.97 |
|
| Intel Corporation (INTC) | 0.0 | $1.4M | +6200% | 50k | 27.78 |
|
| Energy Transfer Lp Com Units Rep Ltd Ptn Int Com Units Rep Ltd Ptn Int (ET) | 0.0 | $1.3M | +6200% | 107k | 12.00 |
|
| Alphabet Inc Com Cl C Com Cl C (GOOG) | 0.0 | $1.2M | NEW | 12k | 95.40 |
|
| Builders FirstSource (BLDR) | 0.0 | $1.2M | +6200% | 19k | 62.43 |
|
| Bank of America Corporation (BAC) | 0.0 | $1.2M | +6200% | 34k | 34.45 |
|
| Beal Bk Plano Tex Cd CD (Principal) | 0.0 | $1.1M | NEW | 1.1k | 998.18 |
|
| Bmo Harris Bk Natl Assn Chicag Cd CD (Principal) | 0.0 | $1.1M | NEW | 1.1k | 997.27 |
|
| Organon & Co (OGN) | 0.0 | $1.0M | +6200% | 41k | 25.57 |
|
| Principal Financial (PFG) | 0.0 | $940k | +6200% | 11k | 85.75 |
|
| Ishares Trust Core S&p Mcp Etf Core S&p Mcp Etf (IJH) | 0.0 | $913k | +6200% | 3.8k | 241.53 |
|
| Halliburton Company (HAL) | 0.0 | $903k | +6200% | 26k | 35.39 |
|
| Ishares Trust Core S&p Scp Etf Core S&p Scp Etf (IJR) | 0.0 | $894k | +6200% | 9.3k | 95.88 |
|
| Entergy Corporation (ETR) | 0.0 | $870k | +6200% | 7.9k | 109.60 |
|
| Mondelez Intl Inc Com Cl A Com Cl A (MDLZ) | 0.0 | $797k | +6200% | 13k | 63.25 |
|
| Hf Sinclair Corp (DINO) | 0.0 | $696k | +6200% | 12k | 57.54 |
|
| Marine Products (MPX) | 0.0 | $663k | +6200% | 63k | 10.52 |
|
| Southwest Airlines (LUV) | 0.0 | $616k | +6200% | 17k | 36.08 |
|
| Philip Morris International (PM) | 0.0 | $595k | +6200% | 6.3k | 94.44 |
|
| ConocoPhillips (COP) | 0.0 | $574k | +6200% | 4.7k | 121.48 |
|
| Trulieve Cannabis Corporatio (TCNNF) | 0.0 | $385k | +1032% | 36k | 10.72 |
|
| J.M. Smucker Company (SJM) | 0.0 | $310k | +6200% | 2.1k | 149.11 |
|
| Altria (MO) | 0.0 | $285k | +6200% | 6.3k | 45.24 |
|
| Sitio Royalties Cl A Ord (STR) | 0.0 | $267k | NEW | 9.1k | 29.46 |
|
| Spdr Series Trust Prtflo S&p500 Gw Etf Prtflo S&p500 Gw Etf (SPYG) | 0.0 | $262k | +6200% | 5.0k | 51.98 |
|
| Carnival Corp Units Units (CCL) | 0.0 | $212k | +6200% | 25k | 8.63 |
|
| Fvcbankcorp Inc Cd CD (Principal) | 0.0 | $198k | NEW | 198.00 | 1000.00 |
|
| Kaman Corporation (KAMN) | 0.0 | $194k | +6200% | 8.0k | 24.25 |
|
| Kraft Heinz (KHC) | 0.0 | $158k | +6200% | 4.2k | 38.00 |
|
| Docusign (DOCU) | 0.0 | $153k | +6200% | 3.2k | 48.57 |
|
| Exp World Holdings Inc equities (EXPI) | 0.0 | $107k | +3200% | 8.7k | 12.28 |
|
| Tri Pointe Homes (TPH) | 0.0 | $99k | +6200% | 5.7k | 17.46 |
|
| ACADIA Pharmaceuticals (ACAD) | 0.0 | $98k | +6200% | 6.3k | 15.56 |
|
| Vanguard Inf Tech Etf Inf Tech Etf (VGT) | 0.0 | $90k | NEW | 270.00 | 333.33 |
|
| Anheuser-busch Inbev Sa Adr Sponsored (BUD) | 0.0 | $88k | +6200% | 1.6k | 53.72 |
|
| American Airls (AAL) | 0.0 | $81k | +6200% | 6.0k | 13.53 |
|
| Cousins Properties Inc Com Usd1 00 Com Usd1 00(post Rev Split) (CUZ) | 0.0 | $49k | +6200% | 2.0k | 24.31 |
|
| Atlantic Union B (AUB) | 0.0 | $37k | +6200% | 1.1k | 34.55 |
|
| Viavi Solutions Inc equities (VIAV) | 0.0 | $33k | +6200% | 2.8k | 11.90 |
|
| Lumentum Hldgs (LITE) | 0.0 | $31k | +6200% | 504.00 | 61.51 |
|
| Wabtec Corporation (WAB) | 0.0 | $25k | +6350% | 258.00 | 96.90 |
|
| Ishares Trust Select Divid Etf Select Divid Etf (DVY) | 0.0 | $22k | +6200% | 189.00 | 116.40 |
|
| Hewlett Packard Enterprise (HPE) | 0.0 | $21k | +6200% | 1.4k | 14.49 |
|
| Corteva (CTVA) | 0.0 | $16k | -72% | 252.00 | 63.49 |
|
| Vanguard Short Trm Bond Etf Short Trm Bond Etf (BSV) | 0.0 | $14k | +6200% | 189.00 | 74.07 |
|
| Vanguard Total Bnd Mrkt Etf Total Bnd Mrkt Etf (BND) | 0.0 | $14k | +6200% | 189.00 | 74.07 |
|
| Dow (DOW) | 0.0 | $12k | -69% | 252.00 | 47.62 |
|
| Sylvamo Corp (SLVM) | 0.0 | $12k | +6200% | 252.00 | 47.62 |
|
| GSK Adr Sponsored (GSK) | 0.0 | $8.0k | +6200% | 252.00 | 31.75 |
|
| Chemours (CC) | 0.0 | $4.0k | +6200% | 126.00 | 31.75 |
|
| Haleon Adr (HLN) | 0.0 | $3.0k | +6200% | 378.00 | 7.94 |
|
| Dxc Technology (DXC) | 0.0 | $2.0k | +6200% | 63.00 | 31.75 |
|
| Halyard Health (AVNS) | 0.0 | $2.0k | +6200% | 63.00 | 31.75 |
|
| Hive Blockchain Technlgies L (HIVE) | 0.0 | $2.0k | +6200% | 819.00 | 2.44 |
|
| Micro Focus International Adr Sponsored | 0.0 | $999.999000 | +6200% | 126.00 | 7.94 |
|
| Kyndryl Holdings Ord Wi (KD) | 0.0 | $999.999000 | +6200% | 126.00 | 7.94 |
|
| Sears Canada (SRSCQ) | 0.0 | $0 | +3700% | 1.6k | 0.00 |
|
| China Crescent Enterprises (CCTR) | 0.0 | $0 | +6200% | 189.00 | 0.00 |
|
Past Filings by Gibson Wealth Advisors
SEC 13F filings are viewable for Gibson Wealth Advisors going back to 2021
- 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