The Analysis of Gibbs Wealth Management's Holdings


Currently, Gibbs Wealth Management holds 324 types of securities in its portfolio with a total value $413.3M. In the most recent quarter, they have increased their positions in NOW (+8.5K shares, valued at $1.2M), N/A (+18.8K shares, valued at $1.2M), NFLX (+11.3K shares, valued at $1.0M); decreased their positions in SHOP (-8.2K shares, valued at $1.3M), N/A (-3.8K shares, valued at $1.3M), MSFT (-2.4K shares, valued at $1.1M); initiated new positions in N/A (+18.8K shares, valued at $1.2M), RGEN (+5.4K shares, valued at $894.2K), EAT (+4.6K shares, valued at $741.8K).


Top Holding Treemap

Stock Holdings
TickerCompany NameSharesShares â–ŗ%Event DateReport DateHistory
SPYG SPDR SERIES TRUST168.3K shares-4.63%2025-12-312026-01-23history
SPDW SPDR INDEX SHS FDS315.5K shares-3.79%2025-12-312026-01-23history
GOVT ISHARES TR530.5K shares-6.43%2025-12-312026-01-23history
SHYG ISHARES TR281.6K shares-5.88%2025-12-312026-01-23history
SECT NORTHERN LTS FD TR IV172.1K shares-6.38%2025-12-312026-01-23history
SPYV SPDR SERIES TRUST188.9K shares-3.81%2025-12-312026-01-23history
SPMB SPDR SERIES TRUST456.5K shares-5.70%2025-12-312026-01-23history
VCIT VANGUARD SCOTTSDALE FDS113.5K shares-6.27%2025-12-312026-01-23history
Sponsored
SPTL SPDR SERIES TRUST334.8K shares-6.90%2025-12-312026-01-23history
MSFT MICROSOFT CORP17.1K shares-12.12%2025-12-312026-01-23history
NVDA NVIDIA CORPORATION42.5K shares-8.23%2025-12-312026-01-23history
AMZN AMAZON COM INC31.3K shares-11.40%2025-12-312026-01-23history
BIL SPDR SERIES TRUST70.0K shares4.72%2025-12-312026-01-23history
LLY ELI LILLY & CO5.7K shares-9.86%2025-12-312026-01-23history
SPSM SPDR SERIES TRUST116.3K shares-3.89%2025-12-312026-01-23history
SPEM SPDR INDEX SHS FDS112.0K shares-2.19%2025-12-312026-01-23history
Sponsored
ORCL ORACLE CORP25.6K shares-15.14%2025-12-312026-01-23history
AAPL APPLE INC19.4K shares-1.56%2025-12-312026-01-23history
ALPHABET INC ALPHABET INC14.8K shares-20.45%2025-12-312026-01-23history
V VISA INC13.5K shares-12.74%2025-12-312026-01-23history
SPSB SPDR SERIES TRUST151.1K shares-6.24%2025-12-312026-01-23history
SHOP SHOPIFY INC26.2K shares-23.76%2025-12-312026-01-23history
ALPHABET INC ALPHABET INC12.2K shares-9.30%2025-12-312026-01-23history
BROADCOM INC BROADCOM INC11.3K shares-12.67%2025-12-312026-01-23history
Sponsored
MA MASTERCARD INCORPORATED6.1K shares-17.26%2025-12-312026-01-23history
TSLA TESLA INC6.6K shares2.06%2025-12-312026-01-23history
JQUA J P MORGAN EXCHANGE TRADED F43.1K shares9.64%2025-12-312026-01-23history
USHY ISHARES TR73.3K shares-8.46%2025-12-312026-01-23history
RTX RTX CORPORATION14.3K shares-17.95%2025-12-312026-01-23history
VZ VERIZON COMMUNICATIONS INC60.2K shares-13.18%2025-12-312026-01-23history
META META PLATFORMS INC3.6K shares-2.57%2025-12-312026-01-23history
JMBS JANUS DETROIT STR TR47.0K shares-8.46%2025-12-312026-01-23history
Sponsored
CSMD PROFESIONALLY MANAGED PORTFO63.1K shares-8.11%2025-12-312026-01-23history
BA BOEING CO9.0K shares7.23%2025-12-312026-01-23history
AEM AGNICO EAGLE MINES LTD10.4K shares-20.69%2025-12-312026-01-23history
RY ROYAL BK CDA11.7K shares0.23%2025-12-312026-01-23history
MSCI MSCI INC3.3K shares-12.63%2025-12-312026-01-23history
JAAA JANUS DETROIT STR TR37.4K shares-4.53%2025-12-312026-01-23history
BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL3.5K shares-17.10%2025-12-312026-01-23history
JPM JPMORGAN CHASE & CO.5.3K shares-5.48%2025-12-312026-01-23history
Sponsored
WFC WELLS FARGO CO NEW18.1K shares-7.77%2025-12-312026-01-23history
SAP SAP SE6.9K shares-20.31%2025-12-312026-01-23history
SLYG SPDR SERIES TRUST17.3K shares-4.65%2025-12-312026-01-23history
SBUX STARBUCKS CORP18.9K shares-13.35%2025-12-312026-01-23history
CSCO CISCO SYS INC22.6K shares-16.69%2025-12-312026-01-23history
ASML ASML HOLDING N V1.3K shares18.43%2025-12-312026-01-23history
PHYL PGIM ETF TR45.5K shares-6.46%2025-12-312026-01-23history
JBBB JANUS DETROIT STR TR33.4K shares-7.95%2025-12-312026-01-23history
Sponsored
HLI HOULIHAN LOKEY INC8.8K shares-15.59%2025-12-312026-01-23history
AON PLC AON PLC4.5K shares-18.23%2025-12-312026-01-23history
GLD SPDR GOLD TR3.8K shares6.82%2025-12-312026-01-23history
ZTS ZOETIS INC12.3K shares-17.07%2025-12-312026-01-23history
ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND5.4K shares-11.95%2025-12-312026-01-23history
SPY SPDR S&P 500 ETF TR2.1K shares0.00%2025-12-312026-01-23history
NOW SERVICENOW INC10.5K shares433.81%2025-12-312026-01-23history
PEP PEPSICO INC10.6K shares-14.36%2025-12-312026-01-23history
Sponsored
MEDTRONIC PLC MEDTRONIC PLC15.1K shares-17.30%2025-12-312026-01-23history
DIS DISNEY WALT CO12.3K shares-12.50%2025-12-312026-01-23history
CRM SALESFORCE INC5.5K shares142.19%2025-12-312026-01-23history
PM PHILIP MORRIS INTL INC8.7K shares-1.45%2025-12-312026-01-23history
IDXX IDEXX LABS INC1.9K shares-12.51%2025-12-312026-01-23history
IVV ISHARES TR2.0K shares-1.30%2025-12-312026-01-23history
CW CURTISS WRIGHT CORP2.2K shares-19.80%2025-12-312026-01-23history
ISRG INTUITIVE SURGICAL INC2.2K shares312.71%2025-12-312026-01-23history
Sponsored
CVX CHEVRON CORP NEW8.0K shares-3.72%2025-12-312026-01-23history
JNJ JOHNSON & JOHNSON6.3K shares-5.80%2025-12-312026-01-23history
NFLX NETFLIX INC13.8K shares444.18%2025-12-312026-01-23history
FCX FREEPORT-MCMORAN INC21.4K shares6.97%2025-12-312026-01-23history
UNILEVER PLC UNILEVER PLC18.8K sharesnew addition2025-12-312026-01-23history
BAC BANK AMERICA CORP21.6K shares-13.43%2025-12-312026-01-23history
AMAT APPLIED MATLS INC3.9K shares-38.56%2025-12-312026-01-23history
CVS CVS HEALTH CORP14.5K shares-7.37%2025-12-312026-01-23history
Sponsored
STRL STERLING INFRASTRUCTURE INC3.7K shares-24.34%2025-12-312026-01-23history
ABT ABBOTT LABS8.9K shares-43.08%2025-12-312026-01-23history
AZN ASTRAZENECA PLC11.6K shares-19.39%2025-12-312026-01-23history
QCOM QUALCOMM INC6.1K shares-5.98%2025-12-312026-01-23history
NVO NOVO-NORDISK A S18.2K shares-16.24%2025-12-312026-01-23history
GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP3.0K shares-23.28%2025-12-312026-01-23history
LOW LOWES COS INC4.0K shares16.83%2025-12-312026-01-23history
ADBE ADOBE INC3.2K shares-14.26%2025-12-312026-01-23history
Sponsored
WMB WILLIAMS COS INC17.5K shares11.00%2025-12-312026-01-23history
NEM NEWMONT CORP9.6K shares1.52%2025-12-312026-01-23history
RMBS RAMBUS INC DEL11.1K shares-4.72%2025-12-312026-01-23history
AME AMETEK INC4.9K shares-10.68%2025-12-312026-01-23history
EME EMCOR GROUP INC1.6K shares-20.81%2025-12-312026-01-23history
SONY SONY GROUP CORP40.6K shares-22.70%2025-12-312026-01-23history
MS MORGAN STANLEY5.4K shares-5.26%2025-12-312026-01-23history
ABNB AIRBNB INC7.2K shares-13.05%2025-12-312026-01-23history
Sponsored
UBER UBER TECHNOLOGIES INC11.7K shares-9.39%2025-12-312026-01-23history
AMT AMERICAN TOWER CORP NEW5.9K shares36.11%2025-12-312026-01-23history
SNPS SYNOPSYS INC1.9K shares-12.70%2025-12-312026-01-23history
EPAM EPAM SYS INC4.7K shares-21.85%2025-12-312026-01-23history
BIZD VANECK ETF TRUST68.5K shares-9.56%2025-12-312026-01-23history
DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW8.3K shares-20.66%2025-12-312026-01-23history
SE SEA LTD7.3K shares-21.43%2025-12-312026-01-23history
WMT WALMART INC8.5K shares-4.60%2025-12-312026-01-23history
Sponsored
MCD MCDONALDS CORP3.1K shares-10.03%2025-12-312026-01-23history
CITIGROUP INC CITIGROUP INC7.8K shares-17.10%2025-12-312026-01-23history
NVMI NOVA LTD2.4K shares-6.37%2025-12-312026-01-23history
BOOT BOOT BARN HLDGS INC4.8K shares0.73%2025-12-312026-01-23history
XOM EXXON MOBIL CORP7.5K shares0.08%2025-12-312026-01-23history
IDCC INTERDIGITAL INC3.0K shares-7.32%2025-12-312026-01-23history
FTI TECHNIPFMC PLC18.6K shares-5.66%2025-12-312026-01-23history
TDY TELEDYNE TECHNOLOGIES INC1.7K shares-18.15%2025-12-312026-01-23history
Sponsored
AES AES CORP63.8K shares-5.76%2025-12-312026-01-23history
MUB ISHARES TR8.5K shares1.61%2025-12-312026-01-23history
BSX BOSTON SCIENTIFIC CORP9.3K shares-13.03%2025-12-312026-01-23history
AVAV AEROVIRONMENT INC2.5K shares-20.45%2025-12-312026-01-23history
UFPT UFP TECHNOLOGIES INC3.5K shares27.99%2025-12-312026-01-23history
BDX BECTON DICKINSON & CO4.4K shares-19.47%2025-12-312026-01-23history
RGEN REPLIGEN CORP5.4K sharesnew addition2025-12-312026-01-23history
ABBV ABBVIE INC4.0K shares-5.10%2025-12-312026-01-23history
Sponsored
MPWR MONOLITHIC PWR SYS INC910 shares-17.57%2025-12-312026-01-23history
PJT PJT PARTNERS INC4.8K shares-5.10%2025-12-312026-01-23history
ENB ENBRIDGE INC18.8K shares-20.83%2025-12-312026-01-23history
COP CONOCOPHILLIPS8.7K shares-21.42%2025-12-312026-01-23history
BARRICK MNG CORP BARRICK MNG CORP17.8K shares-9.91%2025-12-312026-01-23history
PRIM PRIMORIS SVCS CORP6.5K shares-7.19%2025-12-312026-01-23history
PLTR PALANTIR TECHNOLOGIES INC4.8K shares3.67%2025-12-312026-01-23history
HEI.A HEICO CORP NEW3.1K shares-40.22%2025-12-312026-01-23history
Sponsored
WAB WABTEC3.7K shares-10.17%2025-12-312026-01-23history
CASY CASEYS GEN STORES INC1.4K shares-25.23%2025-12-312026-01-23history
THE CIGNA GROUP THE CIGNA GROUP2.9K shares9.88%2025-12-312026-01-23history
STZ CONSTELLATION BRANDS INC5.6K shares-7.93%2025-12-312026-01-23history
INTU INTUIT1.2K shares-11.06%2025-12-312026-01-23history
PCG PG&E CORP50.6K shares-6.59%2025-12-312026-01-23history
MOG.A MOOG INC2.9K shares-7.79%2025-12-312026-01-23history
RYAN RYAN SPECIALTY HOLDINGS INC15.5K shares-29.89%2025-12-312026-01-23history
Sponsored
SPDR SERIES TRUST SPDR SERIES TRUST8.0K shares-0.85%2025-12-312026-01-23history
WST WEST PHARMACEUTICAL SVSC INC2.8K shares-19.76%2025-12-312026-01-23history
SKY CHAMPION HOMES INC8.1K shares-3.79%2025-12-312026-01-23history
CAT CATERPILLAR INC1.2K shares-24.60%2025-12-312026-01-23history
COOPER COS INC COOPER COS INC8.9K shares-9.09%2025-12-312026-01-23history
EAT BRINKER INTL INC4.6K sharesnew addition2025-12-312026-01-23history
EPAC ENERPAC TOOL GROUP CORP18.4K sharesnew addition2025-12-312026-01-23history
BMY BRISTOL-MYERS SQUIBB CO12.9K shares-13.72%2025-12-312026-01-23history
Sponsored
THC TENET HEALTHCARE CORP3.6K shares-21.96%2025-12-312026-01-23history
LUV SOUTHWEST AIRLS CO16.0K shares-30.30%2025-12-312026-01-23history
GLW CORNING INC8.3K shares-21.21%2025-12-312026-01-23history
NPO ENPRO INC3.0K shares-6.35%2025-12-312026-01-23history
HLNE HAMILTON LANE INC4.7K shares21.23%2025-12-312026-01-23history
LGND LIGAND PHARMACEUTICALS INC3.3K shares-47.21%2025-12-312026-01-23history
TILE INTERFACE INC22.6K shares-5.80%2025-12-312026-01-23history
ROST ROSS STORES INC3.5K shares-9.09%2025-12-312026-01-23history
Sponsored
VRSK VERISK ANALYTICS INC3.0K shares16.07%2025-12-312026-01-23history
WMS ADVANCED DRAIN SYS INC DEL4.3K shares-16.25%2025-12-312026-01-23history
CNC CENTENE CORP DEL14.4K shares-8.99%2025-12-312026-01-23history
AIG AMERICAN INTL GROUP INC8.9K shares-4.92%2025-12-312026-01-23history
CSX CSX CORP19.0K shares9.49%2025-12-312026-01-23history
CMCSA COMCAST CORP NEW23.6K shares-18.58%2025-12-312026-01-23history
CVLT COMMVAULT SYS INC5.4K shares-6.32%2025-12-312026-01-23history
AMD ADVANCED MICRO DEVICES INC3.3K shares-1.80%2025-12-312026-01-23history
Sponsored
CARG CARGURUS INC16.9K shares-5.01%2025-12-312026-01-23history
NOVT NOVANTA INC5.0K shares-5.04%2025-12-312026-01-23history
ABCB AMERIS BANCORP8.2K shares-5.88%2025-12-312026-01-23history
JPST J P MORGAN EXCHANGE TRADED F12.8K shares-19.08%2025-12-312026-01-23history
JBTM JBT MAREL CORPORATION4.1K shares-5.30%2025-12-312026-01-23history
HD HOME DEPOT INC1.7K shares-14.64%2025-12-312026-01-23history
NET CLOUDFLARE INC3.4K shares-26.62%2025-12-312026-01-23history
INVESCO QQQ TR INVESCO QQQ TR990 shares0.00%2025-12-312026-01-23history
Sponsored
MNST MONSTER BEVERAGE CORP NEW8.0K shares-0.50%2025-12-312026-01-23history
PAYC PAYCOM SOFTWARE INC3.9K shares-14.14%2025-12-312026-01-23history
PNR PENTAIR PLC5.9K shares-10.54%2025-12-312026-01-23history
SHEL SHELL PLC8.6K shares0.07%2025-12-312026-01-23history
CALX CALIX INC11.8K shares-19.58%2025-12-312026-01-23history
MMSI MERIT MED SYS INC6.9K shares11.12%2025-12-312026-01-23history
SXT SENSIENT TECHNOLOGIES CORP6.1K shares-5.50%2025-12-312026-01-23history
CSGP COSTAR GROUP INC10.2K shares-13.43%2025-12-312026-01-23history
Sponsored
GWRE GUIDEWIRE SOFTWARE INC3.2K shares-26.01%2025-12-312026-01-23history
CSW CSW INDUSTRIALS INC1.8K shares-7.42%2025-12-312026-01-23history
EFX EQUIFAX INC2.5K shares-13.42%2025-12-312026-01-23history
VRTX VERTEX PHARMACEUTICALS INC1.2K shares1.56%2025-12-312026-01-23history
MPC MARATHON PETE CORP3.2K shares-5.54%2025-12-312026-01-23history
MELI MERCADOLIBRE INC262 shares-7.75%2025-12-312026-01-23history
LMAT LEMAITRE VASCULAR INC6.7K shares-16.17%2025-12-312026-01-23history
LPLA LPL FINL HLDGS INC1.6K shares-11.91%2025-12-312026-01-23history
Sponsored
IEF ISHARES TR5.8K shares-2.09%2025-12-312026-01-23history
MET METLIFE INC7.1K shares-6.52%2025-12-312026-01-23history
KEX KIRBY CORP4.5K sharesnew addition2025-12-312026-01-23history
MERCK & CO INC MERCK & CO INC5.1K shares-17.01%2025-12-312026-01-23history
NCNO NCINO INC21.7K shares-31.03%2025-12-312026-01-23history
FSS FEDERAL SIGNAL CORP4.8K shares-4.98%2025-12-312026-01-23history
PSTG PURE STORAGE INC8.3K shares-26.65%2025-12-312026-01-23history
AUB ATLANTIC UN BANKSHARES CORP14.8K shares-5.11%2025-12-312026-01-23history
Sponsored
QUAL ISHARES TR2.7K shares0.00%2025-12-312026-01-23history
DPZ DOMINOS PIZZA INC1.3K shares-0.30%2025-12-312026-01-23history
ACIW ACI WORLDWIDE INC11.7K shares-4.98%2025-12-312026-01-23history
UTI UNIVERSAL TECHNICAL INST INC19.8K shares-7.12%2025-12-312026-01-23history
ADSK AUTODESK INC2.0K shares-1.95%2025-12-312026-01-23history
BR BROADRIDGE FINL SOLUTIONS IN2.4K shares-9.98%2025-12-312026-01-23history
MOD MODINE MFG CO4.3K shares-5.16%2025-12-312026-01-23history
ICLR ICON PLC2.9K shares-14.04%2025-12-312026-01-23history
Sponsored
MORN MORNINGSTAR INC2.4K shares-23.02%2025-12-312026-01-23history
ODFL OLD DOMINION FREIGHT LINE IN3.0K shares-10.96%2025-12-312026-01-23history
BCPC BALCHEM CORP3.2K shares-6.74%2025-12-312026-01-23history
YETI YETI HLDGS INC10.4K shares-9.61%2025-12-312026-01-23history
STIP ISHARES TR5.0K shares-3.59%2025-12-312026-01-23history
SLV ISHARES SILVER TR7.0K shares4.71%2025-12-312026-01-23history
GILD GILEAD SCIENCES INC4.2K shares-9.97%2025-12-312026-01-23history
CXT CRANE NXT CO10.0K shares-3.10%2025-12-312026-01-23history
Sponsored
DFAC DIMENSIONAL ETF TRUST12.2K shares0.00%2025-12-312026-01-23history
POOL POOL CORP2.0K shares-31.04%2025-12-312026-01-23history
BOX BOX INC16.5K shares-5.62%2025-12-312026-01-23history
BILS SPDR SERIES TRUST4.9K shares-18.99%2025-12-312026-01-23history
SFBS SERVISFIRST BANCSHARES INC6.3K shares-25.44%2025-12-312026-01-23history
KO COCA COLA CO6.8K shares-2.87%2025-12-312026-01-23history
TMO THERMO FISHER SCIENTIFIC INC767 shares-1.54%2025-12-312026-01-23history
VCEL VERICEL CORP12.2K shares-7.86%2025-12-312026-01-23history
Sponsored
J P MORGAN EXCHANGE TRADED F J P MORGAN EXCHANGE TRADED F6.8K shares18.43%2025-12-312026-01-23history
HDB HDFC BANK LTD14.2K shares-14.74%2025-12-312026-01-23history
GSHD GOOSEHEAD INS INC6.1K shares3.84%2025-12-312026-01-23history
TGTX TG THERAPEUTICS INC16.0K sharesnew addition2025-12-312026-01-23history
SFM SPROUTS FMRS MKT INC5.9K shares30.26%2025-12-312026-01-23history
KNF KNIFE RIVER CORP5.7K shares-5.93%2025-12-312026-01-23history
NVS NOVARTIS AG3.2K shares0.31%2025-12-312026-01-23history
XHLF BONDBLOXX ETF TRUST8.9K shares-22.30%2025-12-312026-01-23history
Sponsored
OS ONESTREAM INC18.7K shares-44.19%2025-12-312026-01-23history
LII LENNOX INTL INC822 shares-13.75%2025-12-312026-01-23history
ALGN ALIGN TECHNOLOGY INC2.5K shares-13.31%2025-12-312026-01-23history
CME CME GROUP INC1.6K shares14.90%2025-12-312026-01-23history
REGN REGENERON PHARMACEUTICALS541 shares1.69%2025-12-312026-01-23history
NDSN NORDSON CORP1.6K shares-11.86%2025-12-312026-01-23history
CEG CONSTELLATION ENERGY CORP1.2K shares-0.24%2025-12-312026-01-23history
T AT&T INC17.2K shares-16.98%2025-12-312026-01-23history
Sponsored
VO VANGUARD INDEX FDS1.4K shares0.00%2025-12-312026-01-23history
PG PROCTER AND GAMBLE CO2.9K shares-20.84%2025-12-312026-01-23history
TMAT NORTHERN LTS FD TR IV16.3K shares-20.43%2025-12-312026-01-23history
IBM INTERNATIONAL BUSINESS MACHS1.3K shares-1.40%2025-12-312026-01-23history
UPS UNITED PARCEL SERVICE INC3.7K shares-1.32%2025-12-312026-01-23history
GLDM WORLD GOLD TR4.5K shares-61.56%2025-12-312026-01-23history
BUYW NORTHERN LTS FD TR IV27.9K shares4.78%2025-12-312026-01-23history
AZTA AZENTA INC10.5K sharesnew addition2025-12-312026-01-23history
Sponsored
VXUS VANGUARD STAR FDS5.1K shares6.31%2025-12-312026-01-23history
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