Gimbal Financial
Latest statistics and disclosures from Gimbal Financial's latest quarterly 13F-HR filing:
- Central Index Key (CIK): 0001835206
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Portfolio Holdings for Gimbal Financial
Gimbal Financial holds 41 positions in its portfolio as reported in the December 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Tr Core S&p500 Etf (IVV) | 19.8 | $20M | 41k | 477.63 |
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| Ishares Tr Expanded Tech (IGV) | 13.5 | $14M | 33k | 405.64 |
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| Ishares Tr Global Tech Etf (IXN) | 13.3 | $13M | 194k | 68.18 |
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| Ishares Tr S&p 500 Grwt Etf (IVW) | 12.6 | $13M | 168k | 75.10 |
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| Eli Lilly & Co. (LLY) | 11.0 | $11M | 19k | 582.92 |
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| Ishares Tr Russell 2000 Etf (IWM) | 6.5 | $6.5M | 32k | 200.71 |
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| Ishares Tr Ishares Semicdtr (SOXX) | 2.1 | $2.1M | 3.7k | 576.14 |
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| Fidelity Covington Trust Msci Commntn Svc (FCOM) | 1.9 | $1.9M | 43k | 44.54 |
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| Ishares Tr U.s. Med Dvc Etf (IHI) | 1.8 | $1.8M | 33k | 53.97 |
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| Pacer Fds Tr Trendp Us Lar Cp (PTLC) | 1.7 | $1.7M | 39k | 43.27 |
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| Pacer Fds Tr Trendpilot 100 (PTNQ) | 1.6 | $1.6M | 24k | 65.33 |
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| Microsoft Corporation (MSFT) | 1.4 | $1.4M | 3.7k | 376.09 |
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| Ishares Tr Robotics Artif (IRBO) | 1.0 | $1.0M | 29k | 34.50 |
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| Apple (AAPL) | 1.0 | $980k | 5.1k | 192.52 |
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| Texas Instruments Incorporated (TXN) | 0.9 | $926k | 5.4k | 170.46 |
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| Johnson & Johnson (JNJ) | 0.8 | $793k | 5.1k | 156.73 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.6 | $625k | 3.7k | 170.40 |
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| Ishares Tr S&p 100 Etf (OEF) | 0.6 | $569k | 2.5k | 223.41 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.5 | $540k | 3.9k | 139.69 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.5 | $533k | 1.1k | 475.38 |
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| Calumet Specialty Prods Part Ut Ltd Partner (CLMT) | 0.5 | $483k | 27k | 17.87 |
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| Cisco Systems (CSCO) | 0.5 | $462k | 9.2k | 50.52 |
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| Honeywell International (HON) | 0.5 | $455k | 2.2k | 209.71 |
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| Abbvie (ABBV) | 0.5 | $453k | 2.9k | 154.95 |
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| Intel Corporation (INTC) | 0.4 | $447k | 8.9k | 50.25 |
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| Home Depot (HD) | 0.4 | $400k | 1.2k | 346.55 |
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| Wal-Mart Stores (WMT) | 0.4 | $395k | 2.5k | 157.67 |
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| Abbott Laboratories (ABT) | 0.3 | $320k | 2.9k | 110.07 |
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| JPMorgan Chase & Co. (JPM) | 0.3 | $302k | 1.8k | 170.10 |
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| Peabody Energy (BTU) | 0.3 | $297k | 12k | 24.32 |
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| Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO) | 0.3 | $289k | 11k | 25.73 |
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| Amgen (AMGN) | 0.3 | $289k | 1.0k | 288.02 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.3 | $288k | 703.00 | 409.32 |
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| United Parcel Service CL B (UPS) | 0.3 | $281k | 1.8k | 157.23 |
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| Fidelity Comwlth Tr Nasdaq Compsit (ONEQ) | 0.3 | $270k | 4.6k | 59.25 |
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| Colgate-Palmolive Company (CL) | 0.3 | $256k | 3.2k | 79.71 |
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| Capital Group Dividend Value Shs Creation Uni (CGDV) | 0.2 | $245k | 8.2k | 29.84 |
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| Emerson Electric (EMR) | 0.2 | $231k | 2.4k | 97.33 |
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| Novartis Sponsored Adr (NVS) | 0.2 | $227k | 2.2k | 100.96 |
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| Nike CL B (NKE) | 0.2 | $219k | 2.0k | 108.55 |
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| Coca-Cola Company (KO) | 0.2 | $211k | 3.6k | 58.93 |
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Past Filings by Gimbal Financial
SEC 13F filings are viewable for Gimbal Financial going back to 2023
- Gimbal Financial 2023 Q4 filed Feb. 1, 2024