Gibson Wealth Advisors LLC Portfolio Holdings
Q3 2025•32 long positions•$140.6M portfolio value
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Holding41 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
ETF ETF | $43.9M 31.25% | +$1.0M Bought | — 133.6K shares | 130.4K → 133.6K +$1.0M | +2.39% | — — | Q1 2024 Held for 1y 8m | |
ETF ETF | $28.3M 20.09% | +$2.2M Bought | — 379.0K shares | 349.3K → 379.0K +$2.2M | +8.52% | — — | Q3 2024 Held for 1y 2m | |
ETF ETF | $18.1M 12.86% | -$866.1K Sold | — 29.5K shares | 31.0K → 29.5K −$866.1K | -4.57% | — — | Q1 2024 Held for 1y 8m | |
ETF ETF | $16.4M 11.64% | +$81.7K Bought | — 222.2K shares | 221.1K → 222.2K +$81.7K | +0.5% | — — | Q1 2024 Held for 1y 8m | |
Railroads Industrials | $6.8M 4.85% | — | 0.01% 22.7K shares | — | — | $67.4B Large Cap | Q1 2024 Held for 1y 8m | |
ETF ETF | $3.0M 2.13% | +$11.3K Bought | — 42.0K shares | 41.8K → 42.0K +$11.3K | +0.38% | — — | Q1 2024 Held for 1y 8m | |
ETF ETF | $3.0M 2.11% | -$102.1K Sold | — 11.7K shares | 12.1K → 11.7K −$102.1K | -3.33% | — — | Q1 2024 Held for 1y 8m | |
Oil & Gas Integrated Energy | $2.4M 1.73% | -$1.1M Sold | 0.001% 21.6K shares | 31.6K → 21.6K −$1.1M | -31.75% | $480.68B Mega Cap | Q1 2024 Held for 1y 8m | |
Semiconductors Technology | $2.3M 1.65% | — | 0.0% 12.4K shares | — | — | $4.54T Mega Cap | Q1 2024 Held for 1y 8m | |
Oil & Gas Integrated Energy | $2.0M 1.4% | — | 0.001% 12.7K shares | — | — | $312.88B Mega Cap | Q1 2024 Held for 1y 8m | |
Regulated Electric Utilities | $1.9M 1.32% | — | 0.002% 15.0K shares | — | — | $96.2B Large Cap | Q1 2024 Held for 1y 8m | |
Consumer Electronics Technology | $1.7M 1.24% | +$254.6 Bought | 0.0% 6.8K shares | 6.8K → 6.8K +$254.6 | +0.01% | $3.78T Mega Cap | Q1 2024 Held for 1y 8m | |
Beverages - Non-Alcoholic Consumer Defensive | $1.1M 0.804% | — | 0.001% 8.1K shares | — | — | $192.27B Large Cap | Q1 2024 Held for 1y 8m | |
Drug Manufacturers - General Healthcare | $1.0M 0.723% | — | 0.0% 12.1K shares | — | — | $209.64B Mega Cap | Q1 2024 Held for 1y 8m | |
Regulated Electric Utilities | $957.5K 0.681% | — | 0.005% 12.6K shares | — | — | $17.5B Large Cap | Q1 2024 Held for 1y 8m | |
Household & Personal Products Consumer Defensive | $923.1K 0.656% | — | 0.0% 6.0K shares | — | — | $359.62B Mega Cap | Q1 2024 Held for 1y 8m | |
ETF ETF | $846.8K 0.602% | — | — 10.5K shares | — | — | — — | Q1 2024 Held for 1y 8m | |
Regulated Electric Utilities | $702.9K 0.5% | — | 0.001% 6.2K shares | — | — | $60.2B Large Cap | Q1 2024 Held for 1y 8m | |
Beverages - Non-Alcoholic Consumer Defensive | $663.2K 0.472% | — | 0.0% 10.0K shares | — | — | $285.42B Mega Cap | Q1 2024 Held for 1y 8m | |
Telecommunications Services Communication Services | $556.6K 0.396% | — | 0.0% 19.7K shares | — | — | $201.93B Mega Cap | Q1 2024 Held for 1y 8m | |
Specialty Retail Consumer Cyclical | $466.6K 0.332% | — | 0.0% 2.1K shares | — | — | $2.34T Mega Cap | Q1 2024 Held for 1y 8m | |
Waste Management Industrials | $441.7K 0.314% | — | 0.0% 2.0K shares | — | — | $89.0B Large Cap | Q2 2025 Held for 5 months | |
Insurance - Diversified Financial Services | $439.9K 0.313% | — | 0.0% 875.0 shares | — | — | $1.08T Mega Cap | Q1 2024 Held for 1y 8m | |
Information Technology Services Technology | $423.2K 0.301% | — | 0.0% 1.5K shares | — | — | $262.84B Mega Cap | Q1 2024 Held for 1y 8m | |
Conglomerates Industrials | $419.0K 0.298% | — | 0.001% 2.7K shares | — | — | $82.7B Large Cap | Q1 2024 Held for 1y 8m | |
Semiconductors Technology | $331.3K 0.236% | -$9.9K Sold | 0.0% 1.8K shares | 1.9K → 1.8K −$9.9K | -2.91% | $167.04B Large Cap | Q1 2024 Held for 1y 8m | |
ETF ETF | $314.7K 0.224% | — | — 2.5K shares | — | — | — — | Q1 2024 Held for 1y 8m | |
Banks - Regional Financial Services | $278.4K 0.198% | — | 0.033% 9.9K shares | — | — | $849.8M Small Cap | Q1 2024 Held for 1y 8m | |
ETF ETF | $254.4K 0.181% | — | — 866.0 shares | — | — | — — | Q1 2024 Held for 1y 8m | |
Oil & Gas Midstream Energy | $252.3K 0.179% | — | 0.0% 5.0K shares | — | — | $110.03B Large Cap | Q3 2024 Held for 1y 2m | |
ETF ETF | $241.4K 0.172% | +$241.4K New | — 2.2K shares | 0 → 2.2K +$241.4K | New | — — | Q3 2025 Held for 2 months | |
Restaurants Consumer Cyclical | $208.8K 0.148% | — | 0.0% 687.0 shares | — | — | $216.86B Mega Cap | Q3 2024 Held for 1y 2m | |
Semiconductors Technology | - — | -$494.0K Sold | — - shares | 4.0K → 0 −$494.0K | Sold | $143.15B Large Cap | Q1 2024 Held for 1y 8m | |
Banks - Diversified Financial Services | - — | -$257.7K Sold | — - shares | 5.4K → 0 −$257.7K | Sold | $351.44B Mega Cap | Q1 2024 Held for 1y 8m | |
Agricultural - Machinery Industrials | - — | -$260.2K Sold | — - shares | 670.0 → 0 −$260.2K | Sold | $175.44B Large Cap | Q2 2025 Held for 5 months | |
Unknown Unknown | - — | -$320.5K Sold | — - shares | 10.7K → 0 −$320.5K | Sold | — — | Q1 2025 Held for 8 months | |
Medical - Healthcare Plans Healthcare | - — | -$288.6K Sold | — - shares | 873.0 → 0 −$288.6K | Sold | $84.6B Large Cap | Q2 2025 Held for 5 months | |
Travel Services Consumer Cyclical | - — | -$1.6M Sold | — - shares | 5.0K → 0 −$1.6M | Sold | $76.2B Large Cap | Q1 2025 Held for 8 months | |
Packaged Foods Consumer Defensive | - — | -$161.8K Sold | — - shares | 18.8K → 0 −$161.8K | Sold | $3.4B Mid Cap | Q1 2024 Held for 1y 8m | |
Construction Industrials | - — | -$329.9K Sold | — - shares | 2.4K → 0 −$329.9K | Sold | $11.7B Large Cap | Q1 2024 Held for 1y 8m | |
Leisure Consumer Cyclical | - — | -$292.2K Sold | — - shares | 10.4K → 0 −$292.2K | Sold | $34.8B Large Cap | Q1 2025 Held for 8 months |
