Gimbal Financial Portfolio Holdings by Sector

Gimbal Financial

$122 Billion
Q4 2024

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
ETFs \| ETFs IVV DGRO IAU XMMO ONEQ IVW IAT IRBO 25 stocks	$96.2 Million 80.02% of portfolio	13	3	4	-	0 Calls 0 Puts
Drug Manufacturers—General \| Healthcare LLY JNJ ABBV AMGN NVS LLY 6 stocks	$15.9 Million 13.21% of portfolio	3	1	1	-	0 Calls 1 Puts
Software—Infrastructure \| Technology MSFT 1 stocks	$1.22 Million 1.01% of portfolio	-	1	-	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$1.11 Million 0.92% of portfolio	-	1	-	-	0 Calls 0 Puts
Semiconductors \| Technology TXN 1 stocks	$1.02 Million 0.85% of portfolio	1	-	-	-	0 Calls 0 Puts
Discount Stores \| Consumer Defensive WMT 1 stocks	$656,475 0.55% of portfolio	1	-	-	-	0 Calls 0 Puts
Banks—Diversified \| Financial Services JPM 1 stocks	$532,733 0.44% of portfolio	1	-	-	-	0 Calls 0 Puts
Communication Equipment \| Technology CSCO 1 stocks	$532,445 0.44% of portfolio	-	1	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services GOOGL 1 stocks	$519,500 0.43% of portfolio	-	1	-	-	0 Calls 0 Puts
Conglomerates \| Industrials HON 1 stocks	$491,763 0.41% of portfolio	1	-	-	-	0 Calls 0 Puts
Home Improvement Retail \| Consumer Cyclical HD 1 stocks	$455,895 0.38% of portfolio	1	-	-	-	0 Calls 0 Puts
Medical Devices \| Healthcare ABT 1 stocks	$330,247 0.27% of portfolio	1	-	-	-	0 Calls 0 Puts
Household & Personal Products \| Consumer Defensive CL 1 stocks	$291,821 0.24% of portfolio	-	1	-	-	0 Calls 0 Puts
Specialty Industrial Machinery \| Industrials EMR 1 stocks	$273,761 0.23% of portfolio	-	1	-	-	0 Calls 0 Puts
Thermal Coal \| Energy BTU 1 stocks	$259,013 0.22% of portfolio	1	-	-	-	0 Calls 0 Puts
Integrated Freight & Logistics \| Industrials UPS 1 stocks	$225,719 0.19% of portfolio	-	1	-	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN 1 stocks	$201,625 0.17% of portfolio	1	-	1	-	0 Calls 0 Puts
Biotechnology \| Healthcare AMRN 1 stocks	$14,065 0.01% of portfolio	1	-	1	-	0 Calls 0 Puts

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