Gibbs Wealth Management Reduced Holdings in Q4 2025

Gibbs Wealth Management

  • $413 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
ORCL
Oracle Corp

Technology
-4.57K
- 15.14%
$217.57 - $313.0 $994K - $1.43M
25.6K $5.08B
MSFT
Microsoft Corp

Technology
-2.35K
- 12.12%
$496.82 - $542.07 $1.17M - $1.27M
17.1K $8.17B
ABT
Abbott Laboratories

Healthcare
-6.73K
- 43.08%
$123.62 - $134.59 $832K - $906K
8.9K $1.12B
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
-36.5K
- 6.43%
$23.04 - $23.36 $840K - $852K
531K $12.2B
SHYG
Ishares 0 5 Year High Yield CO

ETFs
-17.6K
- 5.88%
$42.66 - $43.29 $751K - $762K
282K $12.1B
OLLI
Ollie'S Bargain Outlet Holdings, Inc.

Consumer Defensive
-6.11K
- 70.87%
$117.13 - $132.85 $716K - $812K
2.51K $298M
SHOP
Shopify Inc.

Technology
-8.17K
- 23.76%
$146.04 - $179.01 $1.19M - $1.46M
26.2K $4.31B
NVDA
Nvidia Corp

Technology
-3.81K
- 8.23%
$179.83 - $207.04 $685K - $789K
42.5K $7.86B
SPTL
Spdr Portfolio Long Term Treas

ETFs
-24.8K
- 6.9%
$26.76 - $27.67 $664K - $687K
335K $8.92B
SE
Sea LTD

Consumer Cyclical
-1.99K
- 21.43%
$140.04 - $192.69 $278K - $383K
7.28K $972M
VCIT
Vanguard Intermediate Term Cor

ETFs
-7.6K
- 6.27%
$83.45 - $84.82 $634K - $644K
113K $9.52B
SAP
Sap Se

Technology
-1.77K
- 20.31%
$238.9 - $280.46 $423K - $496K
6.95K $1.72B
VZ
Verizon Communications Inc

Communication Services
-9.13K
- 13.18%
$38.4 - $43.83 $351K - $400K
60.2K $2.43B
ZTS
Zoetis Inc.

Healthcare
-2.53K
- 17.07%
$118.8 - $147.53 $300K - $373K
12.3K $1.56B
SPMB
Spdr Ser Tr Spdr Portfolio Mor

ETFs
-27.6K
- 5.7%
$22.39 - $22.71 $618K - $627K
456K $10.3B
V
Visa Inc.

Financial Services
-1.97K
- 12.74%
$325.75 - $352.42 $641K - $693K
13.5K $4.71B
HLI
Houlihan Lokey, Inc.

Financial Services
-1.62K
- 15.59%
$178.07 - $202.25 $288K - $327K
8.76K $1.59B
STRL
Sterling Construction CO Inc

Industrials
-1.2K
- 24.34%
$326.6 - $411.07 $392K - $494K
3.73K $1.15B
SONY
Sony Group Corp

Technology
-11.9K
- 22.7%
$27.71 - $30.26 $330K - $361K
40.6K $1.02B
GLDM
World Gold Trust

ETFs
-7.18K
- 61.56%
$76.32 - $86.69 $548K - $623K
4.49K $400M
HEIA
Heico Crp Cl A
-2.07K
- 40.22%
N/A
3.08K $841M
RYAN
Ryan Specialty Holdings, Inc.

Financial Services
-6.62K
- 29.89%
$50.68 - $58.29 $335K - $386K
15.5K $789M
SECT
Sector 10, Inc.

ETFs
-11.7K
- 6.38%
$61.68 - $64.94 $723K - $761K
172K $11.1B
LGND
Ligand Pharmaceuticals Inc

Healthcare
-2.99K
- 47.21%
$177.73 - $209.29 $532K - $627K
3.35K $692M
CVLT
Commvault Systems Inc

Technology
-362
- 6.32%
$125.08 - $185.88 $45.3K - $67.3K
5.37K $666M
GWRE
Guidewire Software, Inc.

Technology
-1.11K
- 26.01%
$215.32 - $254.23 $240K - $283K
3.17K $587M
CSGP
Costar Group, Inc.

Real Estate
-1.58K
- 13.43%
$67.23 - $84.8 $106K - $134K
10.2K $596M
PSTG
Pure Storage, Inc.

Technology
-3.01K
- 26.65%
$83.96 - $98.7 $252K - $297K
8.27K $554M
AON
Aon PLC

Financial Services
-1.01K
- 18.23%
$326.07 - $366.93 $329K - $370K
4.52K $1.59B
POOL
Pool Corp

Industrials
-879
- 31.04%
$242.32 - $312.05 $213K - $274K
1.95K $493M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-726
- 17.1%
$475.68 - $513.11 $345K - $373K
3.52K $1.76B
NET
Cloudflare, Inc.

Technology
-1.25K
- 26.62%
$210.01 - $253.3 $262K - $316K
3.44K $629M
AVGO
Broadcom Inc.

Technology
-1.65K
- 12.67%
$324.63 - $385.98 $534K - $635K
11.3K $3.91B
META
Meta Platforms, Inc.

Communication Services
-96
- 2.57%
$609.01 - $751.67 $58.5K - $72.2K
3.64K $2.38B
ENB
Enbridge Inc

Energy
-4.95K
- 20.83%
$46.39 - $50.07 $230K - $248K
18.8K $859M
PAYC
Paycom Software, Inc.

Technology
-641
- 14.14%
$162.15 - $206.86 $104K - $133K
3.89K $612M
DUK
Duke Energy Corp

Utilities
-2.17K
- 20.66%
$121.57 - $129.03 $264K - $280K
8.35K $975M
SPSB
Spdr Portfolio Short Term Corp

ETFs
-10.1K
- 6.24%
$30.13 - $30.32 $303K - $305K
151K $4.57B
NCNO
N Cino, Inc.

Technology
-9.78K
- 31.03%
$23.76 - $27.1 $232K - $265K
21.7K $556M
CALX
Calix, Inc

Technology
-2.86K
- 19.58%
$57.73 - $68.42 $165K - $196K
11.8K $609M
SPYG
Spdr Portfolio

ETFs
-8.18K
- 4.63%
$102.4 - $109.39 $838K - $895K
168K $18.2B
TDY
Teledyne Technologies Inc

Technology
-371
- 18.15%
$501.23 - $593.62 $186K - $220K
1.67K $919M
EME
Emcor Group, Inc.

Industrials
-415
- 20.81%
$618.96 - $777.0 $257K - $322K
1.58K $1.02B
GD
General Dynamics Corp

Industrials
-918
- 23.28%
$330.59 - $353.77 $303K - $325K
3.03K $1.07B
USHY
Ishares Tr Broad Usd High Yiel

ETFs
-6.78K
- 8.46%
$37.19 - $37.8 $252K - $256K
73.3K $2.76B
MDT
Medtronic PLC

Healthcare
-3.16K
- 17.3%
$90.06 - $98.43 $285K - $311K
15.1K $1.47B
UBER
Uber Technologies, Inc

Technology
-1.22K
- 9.39%
$91.62 - $100.1 $112K - $122K
11.7K $1B
PEP
Pepsico Inc

Consumer Defensive
-1.77K
- 14.36%
$138.84 - $153.71 $246K - $272K
10.6K $1.48B
ADBE
Adobe Inc.

Technology
-527
- 14.26%
$325.07 - $359.91 $171K - $190K
3.17K $1.06B
Activity Summary
Buys All Purchases 78 New Holdings 21 Increased Positions 57 Sells All Sells 234 Reductions 234 Sold out 0 Options Calls 0 Puts 0
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