Gibbs Wealth Management Portfolio Holdings
Q3 2025•327 long positions•$441.9M portfolio value
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Holding385 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
ETF ETF | $18.4M 4.17% | -$7.8M Sold | — 176.5K shares | 251.2K → 176.5K −$7.8M | -29.73% | — — | Q1 2024 Held for 1y 8m | |
ETF ETF | $14.0M 3.18% | -$2.8M Sold | — 327.9K shares | 392.4K → 327.9K −$2.8M | -16.43% | — — | Q1 2024 Held for 1y 8m | |
ETF ETF | $13.1M 2.97% | -$6.5M Sold | — 567.0K shares | 846.8K → 567.0K −$6.5M | -33.04% | — — | Q1 2024 Held for 1y 8m | |
ETF ETF | $13.0M 2.93% | +$382.1K Bought | — 299.2K shares | 290.4K → 299.2K +$382.1K | +3.04% | — — | Q1 2024 Held for 1y 8m | |
ETF ETF | $11.6M 2.62% | +$9.8M Bought | — 183.8K shares | 28.5K → 183.8K +$9.8M | +545.49% | — — | Q1 2024 Held for 1y 8m | |
ETF ETF | $10.9M 2.46% | -$1.5M Sold | — 196.4K shares | 223.8K → 196.4K −$1.5M | -12.27% | — — | Q1 2024 Held for 1y 8m | |
ETF ETF | $10.9M 2.46% | -$2.6M Sold | — 484.0K shares | 601.5K → 484.0K −$2.6M | -19.53% | — — | Q1 2024 Held for 1y 8m | |
ETF ETF | $10.2M 2.3% | -$3.6M Sold | — 121.1K shares | 164.4K → 121.1K −$3.6M | -26.34% | — — | Q1 2024 Held for 1y 8m | |
Software - Infrastructure Technology | $10.0M 2.27% | -$2.1M Sold | 0.0% 19.4K shares | 23.4K → 19.4K −$2.1M | -17.11% | $3.85T Mega Cap | Q1 2024 Held for 1y 8m | |
ETF ETF | $9.7M 2.19% | +$195.5K Bought | — 359.6K shares | 352.4K → 359.6K +$195.5K | +2.06% | — — | Q1 2024 Held for 1y 8m | |
Semiconductors Technology | $8.6M 1.96% | +$713.1K Bought | 0.0% 46.3K shares | 42.5K → 46.3K +$713.1K | +8.99% | $4.54T Mega Cap | Q1 2024 Held for 1y 8m | |
Software - Infrastructure Technology | $8.5M 1.92% | -$3.3M Sold | 0.001% 30.2K shares | 42.1K → 30.2K −$3.3M | -28.29% | $801.76B Mega Cap | Q1 2024 Held for 1y 8m | |
Specialty Retail Consumer Cyclical | $7.7M 1.75% | -$2.2M Sold | 0.0% 35.3K shares | 45.3K → 35.3K −$2.2M | -22.11% | $2.34T Mega Cap | Q1 2024 Held for 1y 8m | |
ETF ETF | $6.1M 1.39% | -$690.3K Sold | — 66.8K shares | 74.4K → 66.8K −$690.3K | -10.12% | — — | Q1 2024 Held for 1y 8m | |
ETF ETF | $5.6M 1.27% | -$958.2K Sold | — 121.0K shares | 141.7K → 121.0K −$958.2K | -14.6% | — — | Q1 2024 Held for 1y 8m | |
ETF ETF | $5.4M 1.21% | -$1.6M Sold | — 114.5K shares | 148.8K → 114.5K −$1.6M | -23.01% | — — | Q1 2024 Held for 1y 8m | |
Financial - Credit Services Financial Services | $5.3M 1.19% | -$1.5M Sold | 0.001% 15.4K shares | 20.0K → 15.4K −$1.5M | -22.59% | $662.60B Mega Cap | Q1 2024 Held for 1y 8m | |
Software - Application Technology | $5.1M 1.16% | -$822.0K Sold | 0.003% 34.4K shares | 39.9K → 34.4K −$822.0K | -13.85% | $193.14B Large Cap | Q1 2024 Held for 1y 8m | |
Consumer Electronics Technology | $5.0M 1.13% | -$1.3M Sold | 0.0% 19.7K shares | 24.8K → 19.7K −$1.3M | -20.74% | $3.78T Mega Cap | Q1 2024 Held for 1y 8m | |
ETF ETF | $4.9M 1.1% | -$1.2M Sold | — 161.1K shares | 200.1K → 161.1K −$1.2M | -19.5% | — — | Q1 2024 Held for 1y 8m | |
Drug Manufacturers - General Healthcare | $4.8M 1.08% | -$628.0K Sold | 0.001% 6.3K shares | 7.1K → 6.3K −$628.0K | -11.59% | $684.00B Mega Cap | Q1 2024 Held for 1y 8m | |
Internet Content & Information Communication Services | $4.5M 1.03% | -$974.1K Sold | 0.0% 18.6K shares | 22.7K → 18.6K −$974.1K | -17.69% | $2.95T Mega Cap | Q1 2024 Held for 1y 8m | |
Semiconductors Technology | $4.3M 0.969% | +$3.1M Bought | 0.0% 13.0K shares | 3.4K → 13.0K +$3.1M | +277.66% | $1.56T Mega Cap | Q4 2024 Held for 11 months | |
Financial - Credit Services Financial Services | $4.2M 0.944% | -$745.2K Sold | 0.001% 7.3K shares | 8.6K → 7.3K −$745.2K | -15.16% | $514.21B Mega Cap | Q1 2024 Held for 1y 8m | |
Internet Content & Information Communication Services | $3.3M 0.739% | -$1.6M Sold | 0.0% 13.4K shares | 20.0K → 13.4K −$1.6M | -33.08% | $2.95T Mega Cap | Q1 2024 Held for 1y 8m | |
Entertainment Communication Services | $3.0M 0.69% | -$1.1M Sold | 0.001% 2.5K shares | 3.5K → 2.5K −$1.1M | -26.74% | $509.45B Mega Cap | Q1 2024 Held for 1y 8m | |
Telecommunications Services Communication Services | $3.0M 0.689% | +$567.7K Bought | 0.002% 69.3K shares | 56.4K → 69.3K +$567.7K | +22.91% | $185.31B Large Cap | Q1 2024 Held for 1y 8m | |
ETF ETF | $3.0M 0.685% | -$641.8K Sold | — 80.1K shares | 97.1K → 80.1K −$641.8K | -17.49% | — — | Q1 2024 Held for 1y 8m | |
Aerospace & Defense Industrials | $2.9M 0.658% | -$826.8K Sold | 0.001% 17.4K shares | 22.3K → 17.4K −$826.8K | -22.14% | $223.98B Mega Cap | Q1 2024 Held for 1y 8m | |
Auto - Manufacturers Consumer Cyclical | $2.9M 0.651% | -$1.1M Sold | 0.0% 6.5K shares | 9.0K → 6.5K −$1.1M | -27.89% | $1.48T Mega Cap | Q2 2024 Held for 1y 5m | |
Internet Content & Information Communication Services | $2.7M 0.621% | -$500.1K Sold | 0.0% 3.7K shares | 4.4K → 3.7K −$500.1K | -15.42% | $1.84T Mega Cap | Q2 2024 Held for 1y 5m | |
ETF ETF | $2.5M 0.56% | -$1.2M Sold | — 39.3K shares | 58.9K → 39.3K −$1.2M | -33.23% | — — | Q1 2024 Held for 1y 8m | |
ETF ETF | $2.3M 0.531% | -$379.4K Sold | — 51.4K shares | 59.7K → 51.4K −$379.4K | -13.92% | — — | Q2 2024 Held for 1y 5m | |
Unknown Unknown | $2.3M 0.527% | -$613.8K Sold | — 8.7K shares | 11.0K → 8.7K −$613.8K | -20.86% | — — | Q1 2024 Held for 1y 8m | |
ETF ETF | $2.3M 0.518% | -$304.8K Sold | — 68.7K shares | 77.8K → 68.7K −$304.8K | -11.75% | — — | Q2 2024 Held for 1y 5m | |
Gold Basic Materials | $2.2M 0.5% | -$793.1K Sold | 0.003% 13.1K shares | 17.8K → 13.1K −$793.1K | -26.43% | $84.7B Large Cap | Q1 2024 Held for 1y 8m | |
Drug Manufacturers - Specialty & Generic Healthcare | $2.2M 0.491% | -$378.1K Sold | 0.003% 14.8K shares | 17.4K → 14.8K −$378.1K | -14.85% | $64.8B Large Cap | Q1 2024 Held for 1y 8m | |
Financial - Data & Stock Exchanges Financial Services | $2.1M 0.486% | -$325.1K Sold | 0.005% 3.8K shares | 4.4K → 3.8K −$325.1K | -13.15% | $43.9B Large Cap | Q2 2024 Held for 1y 5m | |
Insurance - Diversified Financial Services | $2.1M 0.483% | -$431.9K Sold | 0.0% 4.2K shares | 5.1K → 4.2K −$431.9K | -16.83% | $1.08T Mega Cap | Q1 2024 Held for 1y 8m | |
Financial - Capital Markets Financial Services | $2.1M 0.482% | +$723.6K Bought | 0.015% 10.4K shares | 6.9K → 10.4K +$723.6K | +51.41% | $14.4B Large Cap | Q1 2024 Held for 1y 8m | |
Medical - Devices Healthcare | $2.1M 0.474% | -$2.4M Sold | 0.001% 15.6K shares | 33.6K → 15.6K −$2.4M | -53.56% | $233.12B Mega Cap | Q1 2024 Held for 1y 8m | |
ETF ETF | $2.0M 0.45% | -$554.7K Sold | — 39.2K shares | 50.1K → 39.2K −$554.7K | -21.81% | — — | Q2 2024 Held for 1y 5m | |
Insurance - Brokers Financial Services | $2.0M 0.446% | -$865.1K Sold | 0.003% 5.5K shares | 8.0K → 5.5K −$865.1K | -30.49% | $76.9B Large Cap | Q1 2024 Held for 1y 8m | |
Communication Equipment Technology | $1.9M 0.421% | -$466.5K Sold | 0.001% 27.2K shares | 34.0K → 27.2K −$466.5K | -20.06% | $270.48B Mega Cap | Q1 2024 Held for 1y 8m | |
Restaurants Consumer Cyclical | $1.8M 0.418% | -$226.6K Sold | 0.002% 21.8K shares | 24.5K → 21.8K −$226.6K | -10.93% | $96.2B Large Cap | Q3 2024 Held for 1y 2m | |
Software - Application Technology | $1.8M 0.408% | -$311.1K Sold | 0.001% 2.0K shares | 2.3K → 2.0K −$311.1K | -14.7% | $190.98B Large Cap | Q1 2024 Held for 1y 8m | |
Aerospace & Defense Industrials | $1.8M 0.408% | -$513.9K Sold | 0.001% 8.4K shares | 10.7K → 8.4K −$513.9K | -22.17% | $163.20B Large Cap | Q2 2024 Held for 1y 5m | |
Banks - Diversified Financial Services | $1.8M 0.399% | -$582.9K Sold | 0.0% 5.6K shares | 7.4K → 5.6K −$582.9K | -24.85% | $867.35B Mega Cap | Q1 2024 Held for 1y 8m | |
ETF ETF | $1.7M 0.396% | -$380.4K Sold | — 36.3K shares | 44.2K → 36.3K −$380.4K | -17.88% | — — | Q2 2024 Held for 1y 5m | |
ETF ETF | $1.7M 0.394% | -$284.7K Sold | — 48.7K shares | 56.7K → 48.7K −$284.7K | -14.06% | — — | Q2 2024 Held for 1y 5m |
