Gibbs Wealth Management

Gibbs Wealth Management as of Dec. 31, 2024

Portfolio Holdings for Gibbs Wealth Management

Gibbs Wealth Management holds 285 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 Us Treas Bd Etf (GOVT) 4.3 $16M 682k 22.98
Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 4.1 $15M 171k 87.90
Northern Lts Fd Tr Iv Main Sectr Rotn (SECT) 3.3 $12M 223k 54.96
Vanguard Scottsdale Fds Int-term Corp (VCIT) 2.9 $11M 133k 80.27
Ishares Tr 0-5yr Hi Yl Cp (SHYG) 2.8 $11M 247k 42.61
Spdr Ser Tr Port Mtg Bk Etf (SPMB) 2.8 $11M 486k 21.55
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 2.6 $9.5M 279k 34.13
Amazon (AMZN) 2.4 $8.7M 40k 219.39
Apple (AAPL) 2.1 $7.8M 31k 250.42
Spdr Ser Tr Prtflo S&p500 Vl (SPYV) 2.1 $7.6M 149k 51.14
Spdr Ser Tr Portfolio Ln Tsr (SPTL) 2.0 $7.5M 285k 26.19
Microsoft Corporation (MSFT) 1.9 $7.1M 17k 421.49
Spdr Ser Tr Portfolio Short (SPSB) 1.4 $5.0M 168k 29.86
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) 1.3 $4.9M 98k 50.37
Oracle Corporation (ORCL) 1.3 $4.8M 29k 166.64
Visa Com Cl A (V) 1.3 $4.7M 15k 316.04
Servicenow (NOW) 1.1 $4.1M 3.9k 1060.12
Spdr Ser Tr Portfolio S&p600 (SPSM) 1.1 $4.0M 90k 44.92
Spdr Ser Tr S&P 600 SMCP GRW (SLYG) 1.1 $3.9M 44k 90.35
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 1.0 $3.5M 92k 38.37
Mastercard Incorporated Cl A (MA) 1.0 $3.5M 6.7k 526.57
Alphabet Cap Stk Cl C (GOOG) 1.0 $3.5M 19k 190.44
Alphabet Cap Stk Cl A (GOOGL) 0.9 $3.5M 18k 189.30
Eli Lilly & Co. (LLY) 0.9 $3.4M 4.4k 772.01
Ishares Tr Broad Usd High (USHY) 0.9 $3.3M 88k 36.79
Shopify Cl A (SHOP) 0.9 $3.3M 31k 106.33
Netflix (NFLX) 0.8 $3.0M 3.4k 891.32
NVIDIA Corporation (NVDA) 0.8 $2.9M 21k 134.29
Spdr Ser Tr Bloomberg High Y (JNK) 0.7 $2.8M 29k 95.47
Thermo Fisher Scientific (TMO) 0.7 $2.7M 5.1k 520.23
Sap Se Spon Adr (SAP) 0.7 $2.6M 11k 246.21
Abbott Laboratories (ABT) 0.7 $2.6M 23k 113.11
Adobe Systems Incorporated (ADBE) 0.7 $2.6M 5.8k 444.68
Raytheon Technologies Corp (RTX) 0.7 $2.4M 21k 115.72
Novo-nordisk A S Adr (NVO) 0.6 $2.4M 28k 86.02
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA) 0.6 $2.3M 40k 57.27
Janus Detroit Str Tr Henderson Mtg (JMBS) 0.6 $2.3M 51k 44.18
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.6 $2.2M 3.7k 586.02
Profesionally Managed Portfo Congress Smid Gr (CSMD) 0.6 $2.1M 72k 29.92
Cisco Systems (CSCO) 0.6 $2.1M 36k 59.20
Janus Detroit Str Tr B-bbb Clo Etf (JBBB) 0.5 $2.0M 40k 49.16
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) 0.5 $1.9M 38k 50.71
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.5 $1.9M 4.2k 453.28
Medtronic SHS (MDT) 0.5 $1.9M 23k 79.88
Tesla Motors (TSLA) 0.5 $1.8M 4.5k 403.85
Accenture Plc Ireland Shs Class A (ACN) 0.5 $1.8M 5.1k 351.79
Msci (MSCI) 0.5 $1.8M 3.0k 600.01
Pgim Etf Tr Actv Hy Bd Etf (PHYL) 0.5 $1.7M 48k 34.74
Zoetis Cl A (ZTS) 0.4 $1.6M 10k 162.93
Pepsi (PEP) 0.4 $1.6M 11k 152.06
Ryan Specialty Holdings Cl A (RYAN) 0.4 $1.6M 25k 64.16
Unilever Spon Adr New (UL) 0.4 $1.6M 28k 56.70
West Pharmaceutical Services (WST) 0.4 $1.5M 4.7k 327.56
Walt Disney Company (DIS) 0.4 $1.5M 14k 111.35
Airbnb Com Cl A (ABNB) 0.4 $1.5M 11k 131.41
Cooper Cos (COO) 0.4 $1.5M 16k 91.93
Aaon Com Par $0.004 (AAON) 0.4 $1.4M 12k 117.68
Workday Cl A (WDAY) 0.4 $1.4M 5.6k 258.03
Agnico (AEM) 0.4 $1.4M 18k 78.21
Copart (CPRT) 0.4 $1.4M 25k 57.39
Verizon Communications (VZ) 0.4 $1.4M 35k 39.99
Vaneck Etf Trust Bdc Income Etf (BIZD) 0.4 $1.4M 84k 16.63
Rbc Cad (RY) 0.4 $1.4M 11k 120.51
Asml Holding N V N Y Registry Shs (ASML) 0.4 $1.4M 2.0k 693.08
Boeing Company (BA) 0.4 $1.3M 7.5k 177.00
Spdr Ser Tr Bloomberg 1-3 Mo (BIL) 0.4 $1.3M 15k 91.43
Meta Platforms Cl A (META) 0.4 $1.3M 2.2k 585.53
Ishares Tr Core S&p500 Etf (IVV) 0.4 $1.3M 2.2k 588.81
Philip Morris International (PM) 0.3 $1.2M 10k 120.35
Brown & Brown (BRO) 0.3 $1.2M 12k 102.02
JPMorgan Chase & Co. (JPM) 0.3 $1.2M 5.1k 239.71
Wells Fargo & Company (WFC) 0.3 $1.2M 17k 70.24
Sony Group Corp Sponsored Adr (SONY) 0.3 $1.2M 56k 21.16
Ishares Tr 0-5 Yr Tips Etf (STIP) 0.3 $1.2M 12k 100.60
Duke Energy Corp Com New (DUK) 0.3 $1.1M 11k 107.74
Becton, Dickinson and (BDX) 0.3 $1.1M 4.9k 226.88
Comcast Corp Cl A (CMCSA) 0.3 $1.1M 29k 37.53
General Dynamics Corporation (GD) 0.3 $1.1M 4.0k 263.50
UnitedHealth (UNH) 0.3 $1.1M 2.1k 505.86
Enbridge (ENB) 0.3 $1.1M 25k 42.43
Ncino (NCNO) 0.3 $1.0M 31k 33.58
Morningstar (MORN) 0.3 $1.0M 3.1k 336.76
Wal-Mart Stores (WMT) 0.3 $1.0M 11k 90.35
ConocoPhillips (COP) 0.3 $987k 10k 99.17
Triumph Ban (TFIN) 0.3 $974k 11k 90.88
Ametek (AME) 0.3 $953k 5.3k 180.26
Chevron Corporation (CVX) 0.3 $951k 6.6k 144.85
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.3 $945k 5.3k 178.07
McDonald's Corporation (MCD) 0.3 $936k 3.2k 289.89
Canadian Pacific Kansas City (CP) 0.3 $930k 13k 72.37
Bank of America Corporation (BAC) 0.3 $925k 21k 43.95
Heico Corp Cl A (HEI.A) 0.2 $900k 4.8k 186.08
Watts Water Technologies Cl A (WTS) 0.2 $868k 4.3k 203.30
Astrazeneca Sponsored Adr (AZN) 0.2 $851k 13k 65.52
Ollies Bargain Outlt Hldgs I (OLLI) 0.2 $843k 7.7k 109.73
Spdr Ser Tr Bloomberg 3-12 M (BILS) 0.2 $842k 8.5k 99.15
Aon Shs Cl A (AON) 0.2 $832k 2.3k 359.16
Paycom Software (PAYC) 0.2 $806k 3.9k 204.97
Houlihan Lokey Cl A (HLI) 0.2 $801k 4.6k 173.66
Teledyne Technologies Incorporated (TDY) 0.2 $799k 1.7k 464.13
Pool Corporation (POOL) 0.2 $785k 2.3k 340.94
Exxon Mobil Corporation (XOM) 0.2 $774k 7.2k 107.57
Gartner (IT) 0.2 $771k 1.6k 484.47
Qualcomm (QCOM) 0.2 $764k 5.0k 153.62
Home Depot (HD) 0.2 $755k 1.9k 389.03
Citigroup Com New (C) 0.2 $751k 11k 70.39
Servisfirst Bancshares (SFBS) 0.2 $750k 8.9k 84.74
LeMaitre Vascular (LMAT) 0.2 $748k 8.1k 92.14
Ishares Tr National Mun Etf (MUB) 0.2 $737k 6.9k 106.55
Caterpillar (CAT) 0.2 $736k 2.0k 362.73
Casey's General Stores (CASY) 0.2 $727k 1.8k 396.23
Pure Storage Cl A (PSTG) 0.2 $727k 12k 61.43
Williams Companies (WMB) 0.2 $724k 13k 54.12
Lennox International (LII) 0.2 $717k 1.2k 609.30
FactSet Research Systems (FDS) 0.2 $714k 1.5k 480.29
Lowe's Companies (LOW) 0.2 $710k 2.9k 246.77
Epam Systems (EPAM) 0.2 $707k 3.0k 233.82
PG&E Corporation (PCG) 0.2 $703k 35k 20.18
Entegris (ENTG) 0.2 $686k 6.9k 99.06
CSX Corporation (CSX) 0.2 $673k 21k 32.27
Sterling Construction Company (STRL) 0.2 $668k 4.0k 168.45
Badger Meter (BMI) 0.2 $658k 3.1k 212.12
CommVault Systems (CVLT) 0.2 $651k 4.3k 150.91
Ross Stores (ROST) 0.2 $651k 4.3k 151.27
Bristol Myers Squibb (BMY) 0.2 $649k 12k 56.56
Bentley Sys Com Cl B (BSY) 0.2 $643k 14k 46.70
AES Corporation (AES) 0.2 $641k 50k 12.87
Corning Incorporated (GLW) 0.2 $640k 14k 47.52
CoStar (CSGP) 0.2 $640k 8.9k 71.59
Sprouts Fmrs Mkt (SFM) 0.2 $638k 5.0k 127.07
Wabtec Corporation (WAB) 0.2 $631k 3.3k 189.59
Verisk Analytics (VRSK) 0.2 $625k 2.3k 275.43
Dimensional Etf Trust Us Core Equity 2 (DFAC) 0.2 $621k 18k 34.59
Csw Industrials (CSW) 0.2 $621k 1.8k 352.80
Coca-Cola Company (KO) 0.2 $618k 9.9k 62.26
American Tower Reit (AMT) 0.2 $616k 3.4k 183.41
CVS Caremark Corporation (CVS) 0.2 $612k 14k 44.89
Applied Materials (AMAT) 0.2 $612k 3.8k 162.62
Integer Hldgs (ITGR) 0.2 $611k 4.6k 132.52
Equifax (EFX) 0.2 $603k 2.4k 254.85
Morgan Stanley Com New (MS) 0.2 $601k 4.8k 125.72
Hdfc Bank Sponsored Ads (HDB) 0.2 $580k 9.1k 63.86
Abbvie (ABBV) 0.2 $576k 3.2k 177.70
Prestige Brands Holdings (PBH) 0.2 $576k 7.4k 78.09
Icon SHS (ICLR) 0.2 $565k 2.7k 209.71
Pjt Partners Com Cl A (PJT) 0.2 $563k 3.6k 157.81
Centene Corporation (CNC) 0.2 $562k 9.3k 60.58
Freeport-mcmoran CL B (FCX) 0.2 $559k 15k 38.08
Lpl Financial Holdings (LPLA) 0.1 $551k 1.7k 326.51
Ligand Pharmaceuticals Com New (LGND) 0.1 $546k 5.1k 107.15
Pentair SHS (PNR) 0.1 $545k 5.4k 100.64
International Business Machines (IBM) 0.1 $539k 2.5k 219.83
Ishares Tr Tips Bd Etf (TIP) 0.1 $538k 5.1k 106.55
MetLife (MET) 0.1 $530k 6.5k 81.88
American Intl Group Com New (AIG) 0.1 $526k 7.2k 72.80
Technipfmc (FTI) 0.1 $519k 18k 28.94
Procter & Gamble Company (PG) 0.1 $512k 3.1k 167.66
Northern Lts Fd Tr Iv Main Thematc In (TMAT) 0.1 $509k 24k 20.84
UFP Technologies (UFPT) 0.1 $506k 2.1k 244.51
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.1 $506k 989.00 511.29
FirstEnergy (FE) 0.1 $504k 13k 39.78
Elf Beauty (ELF) 0.1 $502k 4.0k 125.55
Marathon Petroleum Corp (MPC) 0.1 $501k 3.6k 139.50
Boot Barn Hldgs (BOOT) 0.1 $500k 3.3k 151.82
Cigna Corp (CI) 0.1 $498k 1.8k 276.14
Aspen Technology 0.1 $496k 2.0k 249.63
salesforce (CRM) 0.1 $496k 1.5k 334.37
Ishares Tr 7-10 Yr Trsy Bd (IEF) 0.1 $495k 5.4k 92.45
Knife River Corp Common Stock (KNF) 0.1 $494k 4.9k 101.64
Monolithic Power Systems (MPWR) 0.1 $492k 832.00 591.70
Vericel (VCEL) 0.1 $489k 8.9k 54.91
Stride (LRN) 0.1 $487k 4.7k 103.93
Johnson & Johnson (JNJ) 0.1 $485k 3.4k 144.60
Moog Cl A (MOG.A) 0.1 $483k 2.5k 196.84
Merck & Co (MRK) 0.1 $478k 4.8k 99.48
At&t (T) 0.1 $477k 21k 22.77
Merit Medical Systems (MMSI) 0.1 $473k 4.9k 96.72
ACI Worldwide (ACIW) 0.1 $468k 9.0k 51.91
InterDigital (IDCC) 0.1 $465k 2.4k 193.72
Southwest Airlines (LUV) 0.1 $460k 14k 33.62
Broadridge Financial Solutions (BR) 0.1 $457k 2.0k 226.09
Northern Lts Fd Tr Iv Main Buywrite (BUYW) 0.1 $454k 33k 13.94
Skyline Corporation (SKY) 0.1 $453k 5.1k 88.10
Box Cl A (BOX) 0.1 $443k 14k 31.60
Cohen & Steers (CNS) 0.1 $442k 4.8k 92.34
EnPro Industries (NPO) 0.1 $438k 2.5k 172.45
Balchem Corporation (BCPC) 0.1 $437k 2.7k 163.00
Bondbloxx Etf Trust Bloomberg Six Mn (XHLF) 0.1 $416k 8.3k 50.18
Barrick Gold Corp (GOLD) 0.1 $415k 27k 15.50
Nordson Corporation (NDSN) 0.1 $414k 2.0k 209.24
Exponent (EXPO) 0.1 $413k 4.6k 89.10
MercadoLibre (MELI) 0.1 $412k 242.00 1700.44
Primoris Services (PRIM) 0.1 $408k 5.3k 76.40
Domino's Pizza (DPZ) 0.1 $408k 971.00 419.76
Calix (CALX) 0.1 $407k 12k 34.87
Ishares Tr Rus 1000 Etf (IWB) 0.1 $402k 1.2k 322.16
Ameris Ban (ABCB) 0.1 $399k 6.4k 62.57
Vanguard Index Fds Growth Etf (VUG) 0.1 $396k 964.00 410.44
Allegion Ord Shs (ALLE) 0.1 $394k 3.0k 130.68
Autodesk (ADSK) 0.1 $393k 1.3k 295.57
AeroVironment (AVAV) 0.1 $388k 2.5k 153.89
Shell Spon Ads (SHEL) 0.1 $385k 6.2k 62.65
NOVA MEASURING Instruments L (NVMI) 0.1 $383k 1.9k 196.95
Criteo S A Spons Ads (CRTO) 0.1 $379k 9.6k 39.56
Oceaneering International (OII) 0.1 $378k 15k 26.08
Broadcom (AVGO) 0.1 $371k 1.6k 231.83
Vanguard Specialized Funds Div App Etf (VIG) 0.1 $368k 1.9k 195.83
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD) 0.1 $367k 8.5k 42.97
Gilead Sciences (GILD) 0.1 $365k 4.0k 92.37
Rambus (RMBS) 0.1 $362k 6.9k 52.86
Yeti Hldgs (YETI) 0.1 $359k 9.3k 38.51
Universal Display Corporation (OLED) 0.1 $359k 2.5k 146.20
W.R. Berkley Corporation (WRB) 0.1 $355k 6.1k 58.52
Align Technology (ALGN) 0.1 $351k 1.7k 208.51
Spdr Gold Tr Gold Shs (GLD) 0.1 $346k 1.4k 242.13
Vanguard Index Fds Mid Cap Etf (VO) 0.1 $346k 1.3k 264.13
Etf Ser Solutions Aptus Collrd Inv (ACIO) 0.1 $340k 8.4k 40.24
World Gold Tr Spdr Gld Minis (GLDM) 0.1 $337k 6.5k 51.99
Starbucks Corporation (SBUX) 0.1 $334k 3.7k 91.24
Crane Holdings (CXT) 0.1 $327k 5.6k 58.22
Valvoline Inc Common (VVV) 0.1 $324k 9.0k 36.18
Ishares Tr Core S&p Mcp Etf (IJH) 0.1 $323k 5.2k 62.31
Willis Towers Watson SHS (WTW) 0.1 $320k 1.0k 313.24
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.1 $320k 1.8k 175.19
Pfizer (PFE) 0.1 $317k 12k 26.53
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.1 $309k 6.5k 47.82
Pimco Etf Tr Enhan Shrt Ma Ac (MINT) 0.1 $307k 3.1k 100.34
SM Energy (SM) 0.1 $306k 7.9k 38.76
Globant S A (GLOB) 0.1 $299k 1.4k 214.42
First Tr Exchange-traded Ft Vest S&p 500 (KNG) 0.1 $299k 5.9k 50.21
Newmont Mining Corporation (NEM) 0.1 $296k 7.9k 37.22
Brookfield Corp Cl A Ltd Vt Sh (BN) 0.1 $294k 5.1k 57.45
Teradata Corporation (TDC) 0.1 $293k 9.4k 31.15
Automatic Data Processing (ADP) 0.1 $293k 1.0k 292.73
Us Bancorp Del Com New (USB) 0.1 $290k 6.1k 47.83
Old Dominion Freight Line (ODFL) 0.1 $289k 1.6k 176.40
Ishares Tr TRS FLT RT BD (TFLO) 0.1 $289k 5.7k 50.47
Fair Isaac Corporation (FICO) 0.1 $285k 143.00 1990.93
Vanguard Index Fds Total Stk Mkt (VTI) 0.1 $283k 975.00 289.90
Palantir Technologies Cl A (PLTR) 0.1 $282k 3.7k 75.63
FTI Consulting (FCN) 0.1 $281k 1.5k 191.13
Entergy Corporation (ETR) 0.1 $281k 3.7k 75.82
United Parcel Service CL B (UPS) 0.1 $271k 2.1k 126.11
Ishares Tr Shrt Nat Mun Etf (SUB) 0.1 $266k 2.5k 105.48
Uber Technologies (UBER) 0.1 $266k 4.4k 60.32
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFD) 0.1 $265k 10k 25.52
Republic Services (RSG) 0.1 $264k 1.3k 201.18
Power Integrations (POWI) 0.1 $264k 4.3k 61.70
Monster Beverage Corp (MNST) 0.1 $263k 5.0k 52.56
Southern Company (SO) 0.1 $259k 3.2k 82.31
Spotify Technology S A SHS (SPOT) 0.1 $256k 571.00 447.38
Cme (CME) 0.1 $255k 1.1k 232.23
American Electric Power Company (AEP) 0.1 $254k 2.8k 92.23
Occidental Petroleum Corporation (OXY) 0.1 $251k 5.1k 49.41
Advanced Micro Devices (AMD) 0.1 $250k 2.1k 120.79
Constellation Energy (CEG) 0.1 $249k 1.1k 223.71
Watsco, Incorporated (WSO) 0.1 $248k 524.00 473.89
American Express Company (AXP) 0.1 $246k 829.00 296.79
Texas Instruments Incorporated (TXN) 0.1 $242k 1.3k 187.51
Wec Energy Group (WEC) 0.1 $241k 2.6k 94.04
Ares Management Corporation Cl A Com Stk (ARES) 0.1 $240k 1.4k 177.03
Nike CL B (NKE) 0.1 $237k 3.1k 75.68
Vertex Pharmaceuticals Incorporated (VRTX) 0.1 $236k 586.00 402.70
Ishares Tr S&p 500 Grwt Etf (IVW) 0.1 $236k 2.3k 101.53
Mondelez Intl Cl A (MDLZ) 0.1 $234k 3.9k 59.73
McKesson Corporation (MCK) 0.1 $226k 397.00 569.91
Lockheed Martin Corporation (LMT) 0.1 $226k 465.00 485.94
Comfort Systems USA (FIX) 0.1 $223k 525.00 424.06
Tyler Technologies (TYL) 0.1 $221k 383.00 576.64
Novartis Sponsored Adr (NVS) 0.1 $219k 2.2k 97.31
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.1 $215k 3.7k 58.93
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.1 $214k 398.00 538.81
General Mills (GIS) 0.1 $213k 3.3k 63.77
Select Sector Spdr Tr Technology (XLK) 0.1 $213k 914.00 232.52
Oneok (OKE) 0.1 $210k 2.1k 100.40
Spdr Ser Tr Portfolio Sh Tsr (SPTS) 0.1 $209k 7.2k 29.01
Illinois Tool Works (ITW) 0.1 $207k 815.00 253.56
Global X Fds Defense Tech Etf (SHLD) 0.1 $204k 5.5k 37.41
Snap-on Incorporated (SNA) 0.1 $202k 594.00 339.48
Cyberark Software SHS (CYBR) 0.1 $201k 604.00 333.15
Nu Hldgs Ord Shs Cl A (NU) 0.0 $169k 16k 10.36
Lloyds Banking Group Sponsored Adr (LYG) 0.0 $164k 60k 2.72
Ford Motor Company (F) 0.0 $161k 16k 9.90
Indie Semiconductor Class A Com (INDI) 0.0 $157k 39k 4.05
Editas Medicine (EDIT) 0.0 $13k 10k 1.27