Gimbal Financial Portfolio Holdings by Sector

Gimbal Financial

$111 Billion
Q1 2025

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
ETFs \| ETFs DGRO IAU IVV SLV IYF PTLC PTNQ FXI 20 stocks	$86.5 Million 78.25% of portfolio	9	3	3	-	0 Calls 0 Puts
Drug Manufacturers—General \| Healthcare LLY JNJ ABBV AMGN NVS 5 stocks	$16.9 Million 15.25% of portfolio	2	2	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT 1 stocks	$1.1 Million 0.99% of portfolio	1	-	-	-	0 Calls 0 Puts
Semiconductors \| Technology TXN 1 stocks	$927,252 0.84% of portfolio	-	1	-	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$921,140 0.83% of portfolio	-	1	-	-	0 Calls 0 Puts
Discount Stores \| Consumer Defensive WMT 1 stocks	$638,443 0.58% of portfolio	1	-	-	-	0 Calls 0 Puts
Banks—Diversified \| Financial Services JPM 1 stocks	$547,783 0.5% of portfolio	1	-	-	-	0 Calls 0 Puts
Communication Equipment \| Technology CSCO 1 stocks	$519,228 0.47% of portfolio	-	1	-	-	0 Calls 0 Puts
Conglomerates \| Industrials HON 1 stocks	$460,556 0.42% of portfolio	-	1	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services GOOGL 1 stocks	$421,135 0.38% of portfolio	-	1	-	-	0 Calls 0 Puts
Medical Devices \| Healthcare ABT 1 stocks	$369,432 0.33% of portfolio	-	1	-	-	0 Calls 0 Puts
Home Improvement Retail \| Consumer Cyclical HD 1 stocks	$353,295 0.32% of portfolio	-	1	-	-	0 Calls 0 Puts
Household & Personal Products \| Consumer Defensive CL 1 stocks	$300,964 0.27% of portfolio	1	-	-	-	0 Calls 0 Puts
Specialty Industrial Machinery \| Industrials EMR 1 stocks	$242,414 0.22% of portfolio	1	-	-	-	0 Calls 0 Puts
Insurance—Diversified \| Financial Services BRK-B 1 stocks	$211,967 0.19% of portfolio	1	-	1	-	0 Calls 0 Puts
Thermal Coal \| Energy BTU 1 stocks	$168,602 0.15% of portfolio	1	-	-	-	0 Calls 0 Puts

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