Gimbal Financial as of March 31, 2025
Portfolio Holdings for Gimbal Financial
Gimbal Financial holds 40 positions in its portfolio as reported in the March 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Ishares Tr Core Div Grwth (DGRO) | 16.4 | $18M | 295k | 61.78 | |
| Ishares Gold Tr Ishares New (IAU) | 15.9 | $18M | 299k | 58.96 | |
| Ishares Tr Core S&p500 Etf (IVV) | 15.3 | $17M | 30k | 561.90 | |
| Eli Lilly & Co. (LLY) | 13.4 | $15M | 18k | 825.89 | |
| Ishares Silver Tr Ishares (SLV) | 12.4 | $14M | 444k | 30.99 | |
| Ishares Tr U.s. Finls Etf (IYF) | 4.1 | $4.6M | 40k | 112.85 | |
| Pacer Fds Tr Trendp Us Lar Cp (PTLC) | 3.7 | $4.1M | 80k | 51.45 | |
| Pacer Fds Tr Trendpilot 100 (PTNQ) | 3.4 | $3.7M | 53k | 71.01 | |
| Ishares Tr China Lg-cap Etf (FXI) | 2.6 | $2.9M | 80k | 35.84 | |
| Microsoft Corporation (MSFT) | 1.0 | $1.1M | 2.9k | 375.34 | |
| Texas Instruments Incorporated (TXN) | 0.8 | $927k | 5.2k | 179.70 | |
| Apple (AAPL) | 0.8 | $921k | 4.1k | 222.12 | |
| Johnson & Johnson (JNJ) | 0.7 | $823k | 5.0k | 165.84 | |
| Ishares Tr S&p 100 Etf (OEF) | 0.6 | $690k | 2.5k | 270.87 | |
| Pacer Fds Tr Trendp Us Mid Cp (PTMC) | 0.6 | $652k | 19k | 34.60 | |
| Wal-Mart Stores (WMT) | 0.6 | $638k | 7.3k | 87.79 | |
| Abbvie (ABBV) | 0.6 | $619k | 3.0k | 209.50 | |
| JPMorgan Chase & Co. (JPM) | 0.5 | $548k | 2.2k | 245.31 | |
| Vanguard Specialized Funds Div App Etf (VIG) | 0.5 | $544k | 2.8k | 193.96 | |
| Cisco Systems (CSCO) | 0.5 | $519k | 8.4k | 61.71 | |
| Honeywell International (HON) | 0.4 | $461k | 2.2k | 211.75 | |
| J P Morgan Exchange Traded F Div Rtn Int Eq (JPIN) | 0.4 | $454k | 7.9k | 57.14 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.4 | $437k | 781.00 | 559.40 | |
| Alphabet Cap Stk Cl A (GOOGL) | 0.4 | $421k | 2.7k | 154.66 | |
| Abbott Laboratories (ABT) | 0.3 | $369k | 2.8k | 132.65 | |
| Home Depot (HD) | 0.3 | $353k | 964.00 | 366.49 | |
| Vanguard Index Fds Mid Cap Etf (VO) | 0.3 | $324k | 1.3k | 258.62 | |
| Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO) | 0.3 | $318k | 11k | 28.33 | |
| Calumet (CLMT) | 0.3 | $311k | 25k | 12.68 | |
| Amgen (AMGN) | 0.3 | $308k | 988.00 | 311.55 | |
| Colgate-Palmolive Company (CL) | 0.3 | $301k | 3.2k | 93.70 | |
| Fidelity Comwlth Tr Nasdaq Compsit (ONEQ) | 0.3 | $300k | 4.4k | 68.07 | |
| Capital Group Dividend Value Shs Creation Uni (CGDV) | 0.3 | $293k | 8.2k | 35.64 | |
| Vanguard Index Fds Value Etf (VTV) | 0.2 | $259k | 1.5k | 172.74 | |
| Novartis Sponsored Adr (NVS) | 0.2 | $246k | 2.2k | 111.49 | |
| Emerson Electric (EMR) | 0.2 | $242k | 2.2k | 109.64 | |
| Ishares Tr Core S&p Scp Etf (IJR) | 0.2 | $236k | 2.3k | 104.57 | |
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.2 | $220k | 7.9k | 27.96 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.2 | $212k | 398.00 | 532.58 | |
| Peabody Energy (BTU) | 0.2 | $169k | 12k | 13.55 |
