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United Parcel Service shares owned by Gibbs Wealth Management

Quarter-by-quarter ownership of United Parcel Service (UPS) shares owned by Gibbs Wealth Management from 13F filings

Historical chart of Gibbs Wealth Management investment in United Parcel Service

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All positions including United Parcel Service held by Gibbs Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in United Parcel Service by Gibbs Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $315k 3.8k 83.53
2025-06-30 $368k 3.6k 100.94
2025-03-31 $330k 3.0k 109.99
2024-12-31 $271k 2.1k 126.11
2024-09-30 $261k 1.9k 136.34

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Spdr Series Trust Prtflo S&p500 Gw (SPYG)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Ishares Tr Us Treas Bd Etf (GOVT)
Ishares Tr 0-5yr Hi Yl Cp (SHYG)
Northern Lts Fd Tr Iv Main Sectr Rotn (SECT)
Spdr Series Trust Prtflo S&p500 Vl (SPYV)
Spdr Series Trust Port Mtg Bk Etf (SPMB)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Microsoft Corporation (MSFT)
Spdr Series Trust Portfolio Ln Tsr (SPTL)
NVIDIA Corporation (NVDA)
Oracle Corporation (ORCL)
Amazon (AMZN)
Spdr Series Trust Bloomberg 1-3 Mo (BIL)
Spdr Series Trust Portfolio S&p600 (SPSM)

View all positions for Gibbs Wealth Management

Top funds holding United Parcel Service

Vanguard Group
BlackRock
State Street Corporation
Charles Schwab Investment Management
FMR
Geode Capital Management
Susquehanna International
Morgan Stanley
UBS Group
Citadel Advisors
Victory Capital Management
Northern Trust
Invesco
Jane Street
Goldman Sachs Group

View all funds holding United Parcel Service