Gimbal Financial

Latest statistics and disclosures from Gimbal Financial's latest quarterly 13F-HR filing:

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Positions held by Gimbal Financial consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Gimbal Financial

Gimbal Financial holds 48 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core S&p500 Etf (IVV) 23.8 $26M +2% 44k 588.68
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Ishares Tr Core Div Grwth (DGRO) 16.3 $18M -31% 288k 61.34
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Ishares Gold Tr Ishares New (IAU) 8.1 $8.7M -48% 177k 49.51
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Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO) 6.2 $6.8M NEW 55k 123.53
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Fidelity Comwlth Tr Nasdaq Compsit (ONEQ) 6.1 $6.6M +4% 87k 76.06
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Ishares Tr S&p 500 Grwt Etf (IVW) 5.8 $6.3M +3% 62k 101.53
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Ishares Tr Us Regnl Bks Etf (IAT) 4.1 $4.4M 88k 50.36
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Ishares Tr Future Ai & Tech (ARTY) 3.7 $4.0M NEW 107k 37.07
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Ishares Tr Cybersecurity (IHAK) 3.5 $3.8M 77k 48.79
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Pacer Fds Tr Trendp Us Lar Cp (PTLC) 3.5 $3.7M 70k 53.44
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Pacer Fds Tr Trendpilot 100 (PTNQ) 3.3 $3.6M 48k 74.02
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Fidelity Covington Trust Enhanced Mid (FMDE) 1.4 $1.6M +6% 48k 32.85
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Microsoft Corporation (MSFT) 1.1 $1.2M -4% 2.9k 421.50
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Apple (AAPL) 1.0 $1.1M 4.4k 250.41
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Texas Instruments Incorporated (TXN) 0.9 $1.0M 5.4k 187.51
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Ishares Tr S&p 100 Etf (OEF) 0.7 $736k 2.5k 288.89
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Johnson & Johnson (JNJ) 0.7 $714k 4.9k 144.62
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Wal-Mart Stores (WMT) 0.6 $657k 7.3k 90.35
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Calumet (CLMT) 0.5 $596k 27k 22.02
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Vanguard Specialized Funds Div App Etf (VIG) 0.5 $549k -17% 2.8k 195.86
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JPMorgan Chase & Co. (JPM) 0.5 $533k 2.2k 239.75
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Cisco Systems (CSCO) 0.5 $532k -3% 9.0k 59.20
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Abbvie (ABBV) 0.5 $522k 2.9k 177.71
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Alphabet Cap Stk Cl A (GOOGL) 0.5 $520k -2% 2.7k 189.32
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Honeywell International (HON) 0.5 $492k 2.2k 225.89
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Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.4 $463k 790.00 585.85
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Home Depot (HD) 0.4 $456k 1.2k 388.99
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J P Morgan Exchange Traded F Div Rtn Int Eq (JPIN) 0.4 $426k 7.9k 53.56
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Fidelity Covington Trust Msci Commntn Svc (FCOM) 0.4 $420k +5% 7.2k 58.70
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Vanguard Index Fds Mid Cap Etf (VO) 0.3 $331k 1.3k 264.13
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Abbott Laboratories (ABT) 0.3 $330k 2.9k 113.10
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Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO) 0.3 $328k 11k 29.22
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Colgate-Palmolive Company (CL) 0.3 $292k 3.2k 90.91
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Capital Group Dividend Value Shs Creation Uni (CGDV) 0.3 $290k 8.2k 35.26
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Emerson Electric (EMR) 0.3 $274k -6% 2.2k 123.93
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Amgen (AMGN) 0.2 $261k 1.0k 260.64
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Ishares Tr Core S&p Scp Etf (IJR) 0.2 $260k 2.3k 115.22
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Peabody Energy (BTU) 0.2 $259k 12k 20.94
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Vanguard Index Fds Value Etf (VTV) 0.2 $254k 1.5k 169.30
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Vanguard World Comm Srvc Etf (VOX) 0.2 $232k 1.5k 154.96
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United Parcel Service CL B (UPS) 0.2 $226k 1.8k 126.10
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Schwab Strategic Tr Us Dividend Eq (SCHD) 0.2 $215k 7.9k 27.32
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Novartis Sponsored Adr (NVS) 0.2 $214k 2.2k 97.32
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Eli Lilly & Co. Put Option (LLY) 0.2 $209k +62% 29k 7.11
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Pacer Fds Tr Trendp Us Mid Cp (PTMC) 0.2 $204k NEW 5.5k 36.89
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Amazon (AMZN) 0.2 $202k NEW 919.00 219.40
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Direxion Shs Etf Tr Dly S&p500 Br 3x (SPXS) 0.1 $110k NEW 18k 6.28
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Amarin Corp Spons Adr New (AMRN) 0.0 $14k NEW 29k 0.48
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Past Filings by Gimbal Financial

SEC 13F filings are viewable for Gimbal Financial going back to 2023