Gibbs Wealth Management Portfolio Holdings by Sector
Gibbs Wealth Management
- $413 Billion
- Q4 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
SPYG SPDW GOVT SHYG SECT SPYV SPMB VCIT 57 stocks |
$164 Million
40.59% of portfolio
|
13
|
35
|
2
|
- |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
MSFT ORCL ADBE SNPS PLTR NET ACIW BOX 10 stocks |
$18.5 Million
4.6% of portfolio
|
1
|
9
|
- | - |
0
Calls
0
Puts
|
|
Semiconductors | Technology
NVDA AVGO QCOM RMBS MPWR AMD TSM TXN 9 stocks |
$16.4 Million
4.06% of portfolio
|
2
|
7
|
1
|
- |
0
Calls
0
Puts
|
|
Software—Application | Technology
SHOP SAP NOW CRM UBER INTU CVLT PAYC 15 stocks |
$15.2 Million
3.78% of portfolio
|
3
|
12
|
- | - |
0
Calls
0
Puts
|
|
Drug Manufacturers—General | Healthcare
LLY JNJ AZN ABBV BMY MRK GILD NVS 9 stocks |
$11.9 Million
2.96% of portfolio
|
1
|
8
|
- | - |
0
Calls
0
Puts
|
|
Internet Content & Information | Communication Services
GOOGL GOOG META CARG 4 stocks |
$11.9 Million
2.96% of portfolio
|
- |
4
|
- | - |
0
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
AMZN SE MELI 3 stocks |
$9.28 Million
2.3% of portfolio
|
- |
3
|
- | - |
0
Calls
0
Puts
|
|
Aerospace & Defense | Industrials
RTX BA CW GD AVAV LMT WWD 7 stocks |
$8.7 Million
2.16% of portfolio
|
1
|
5
|
- | - |
0
Calls
0
Puts
|
|
Credit Services | Financial Services
V MA AXP 3 stocks |
$8.5 Million
2.11% of portfolio
|
- |
3
|
- | - |
0
Calls
0
Puts
|
|
Banks—Diversified | Financial Services
RY JPM WFC BAC C NU SAN MUFG 8 stocks |
$8.34 Million
2.07% of portfolio
|
2
|
6
|
1
|
- |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL SONY 2 stocks |
$6.04 Million
1.5% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Specialty Industrial Machinery | Industrials
AME EPAC NPO JBT PNR CSWI CR NDSN 9 stocks |
$5.57 Million
1.38% of portfolio
|
1
|
8
|
1
|
- |
0
Calls
0
Puts
|
|
Medical Devices | Healthcare
MDT ABT BSX UFPT ALGN STE PEN PODD 8 stocks |
$5.52 Million
1.37% of portfolio
|
3
|
5
|
1
|
- |
0
Calls
0
Puts
|
|
Medical Instruments & Supplies | Healthcare
ISRG BDX RGEN WST MMSI LMAT AZTA 7 stocks |
$5.44 Million
1.35% of portfolio
|
4
|
3
|
2
|
- |
0
Calls
0
Puts
|
|
Telecom Services | Communication Services
VZ IDCC CMCSA T 4 stocks |
$4.45 Million
1.1% of portfolio
|
- |
4
|
- | - |
0
Calls
0
Puts
|
|
Capital Markets | Financial Services
HLI MS PJT LPLA SCHW 5 stocks |
$4.43 Million
1.1% of portfolio
|
- |
5
|
- | - |
0
Calls
0
Puts
|
|
Biotechnology | Healthcare
NVO LGND VRTX VCEL TGTX REGN HALO EDIT 8 stocks |
$3.94 Million
0.98% of portfolio
|
3
|
4
|
1
|
- |
0
Calls
0
Puts
|
|
Restaurants | Consumer Cyclical
SBUX MCD EAT DPZ 4 stocks |
$3.93 Million
0.97% of portfolio
|
1
|
3
|
1
|
- |
0
Calls
0
Puts
|
|
Semiconductor Equipment & Materials | Technology
ASML AMAT NVMI INDI 4 stocks |
$3.92 Million
0.97% of portfolio
|
1
|
2
|
- | - |
0
Calls
0
Puts
|
|
Information Technology Services | Technology
ACN EPAM BR IBM BBAI 5 stocks |
$3.77 Million
0.93% of portfolio
|
1
|
4
|
- | - |
0
Calls
0
Puts
|
|
Engineering & Construction | Industrials
STRL EME PRIM FIX 4 stocks |
$3.38 Million
0.84% of portfolio
|
- |
4
|
- | - |
0
Calls
0
Puts
|
|
Auto Manufacturers | Consumer Cyclical
TSLA F 2 stocks |
$3.21 Million
0.8% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Oil & Gas Integrated | Energy
CVX XOM SHEL TOTB.DE 4 stocks |
$3.06 Million
0.76% of portfolio
|
3
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Gold | Basic Materials
AEM NEM 2 stocks |
$3.03 Million
0.75% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Insurance—Diversified | Financial Services
BRK-B AIG GSHD 3 stocks |
$2.89 Million
0.72% of portfolio
|
1
|
2
|
- | - |
0
Calls
0
Puts
|
|
Financial Data & Stock Exchanges | Financial Services
MSCI MORN CME 3 stocks |
$2.88 Million
0.71% of portfolio
|
1
|
2
|
- | - |
0
Calls
0
Puts
|
|
Diagnostics & Research | Healthcare
IDXX ICLR TMO MEDP ILMN 5 stocks |
$2.84 Million
0.71% of portfolio
|
1
|
4
|
1
|
- |
0
Calls
0
Puts
|
|
Utilities—Regulated Electric | Utilities
DUK PCG AEP WEC SO 5 stocks |
$2.71 Million
0.67% of portfolio
|
1
|
4
|
- | - |
0
Calls
0
Puts
|
|
Banks—Regional | Financial Services
ABCB AUB SFBS HDB USB LYG 6 stocks |
$2.7 Million
0.67% of portfolio
|
1
|
5
|
- | - |
0
Calls
0
Puts
|
|
Entertainment | Communication Services
DIS NFLX 2 stocks |
$2.67 Million
0.66% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Healthcare Plans | Healthcare
CVS CI CNC 3 stocks |
$2.66 Million
0.66% of portfolio
|
1
|
2
|
- | - |
0
Calls
0
Puts
|
|
Beverages—Non-Alcoholic | Consumer Defensive
PEP MNST KO 3 stocks |
$2.57 Million
0.64% of portfolio
|
- |
3
|
- | - |
0
Calls
0
Puts
|
|
Insurance Brokers | Financial Services
AON BRO WTW 3 stocks |
$2.19 Million
0.54% of portfolio
|
- |
3
|
- | - |
0
Calls
0
Puts
|
|
Apparel Retail | Consumer Cyclical
BOOT ROST ANF TJX 4 stocks |
$2.08 Million
0.51% of portfolio
|
3
|
1
|
2
|
- |
0
Calls
0
Puts
|
|
Oil & Gas Midstream | Energy
WMB ENB 2 stocks |
$1.91 Million
0.48% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Railroads | Industrials
WAB CSX UNP 3 stocks |
$1.89 Million
0.47% of portfolio
|
2
|
1
|
- | - |
0
Calls
0
Puts
|
|
Home Improvement Retail | Consumer Cyclical
LOW HD 2 stocks |
$1.69 Million
0.42% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Communication Equipment | Technology
CSCO 1 stocks |
$1.67 Million
0.41% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Consulting Services | Industrials
VRSK EFX EXPO 3 stocks |
$1.63 Million
0.4% of portfolio
|
1
|
2
|
- | - |
0
Calls
0
Puts
|
|
Scientific & Technical Instruments | Technology
TDY NOVT 2 stocks |
$1.57 Million
0.39% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Drug Manufacturers—Specialty & Generic | Healthcare
ZTS 1 stocks |
$1.56 Million
0.39% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Discount Stores | Consumer Defensive
WMT OLLI BJ 3 stocks |
$1.53 Million
0.38% of portfolio
|
1
|
2
|
- | - |
0
Calls
0
Puts
|
|
Specialty Chemicals | Basic Materials
SXT BCPC APD 3 stocks |
$1.42 Million
0.35% of portfolio
|
- |
3
|
- | - |
0
Calls
0
Puts
|
|
Tobacco | Consumer Defensive
PM 1 stocks |
$1.42 Million
0.35% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Electronic Components | Technology
GLW OLED APH 3 stocks |
$1.39 Million
0.34% of portfolio
|
- |
3
|
- | - |
0
Calls
0
Puts
|
|
Copper | Basic Materials
FCX 1 stocks |
$1.21 Million
0.3% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Oil & Gas E&P | Energy
COP OXY 2 stocks |
$1.16 Million
0.29% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Asset Management | Financial Services
HLNE SEIC ARES 3 stocks |
$1.14 Million
0.28% of portfolio
|
1
|
2
|
- | - |
0
Calls
0
Puts
|
|
Building Products & Equipment | Industrials
WMS LII 2 stocks |
$1.11 Million
0.28% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Specialty Retail | Consumer Cyclical
CASY TSCO 2 stocks |
$1.1 Million
0.27% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Travel Services | Consumer Cyclical
ABNB 1 stocks |
$1.01 Million
0.25% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
REIT—Specialty | Real Estate
AMT 1 stocks |
$993,995
0.25% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Farm & Heavy Construction Machinery | Industrials
CAT OSK 2 stocks |
$977,780
0.24% of portfolio
|
1
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Oil & Gas Equipment & Services | Energy
FTI 1 stocks |
$933,255
0.23% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Utilities—Diversified | Utilities
AES 1 stocks |
$913,644
0.23% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
$817,761
0.2% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
|
Insurance—Specialty | Financial Services
RYAN 1 stocks |
$788,650
0.2% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Residential Construction | Consumer Cyclical
SKY 1 stocks |
$768,235
0.19% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Medical Care Facilities | Healthcare
THC 1 stocks |
$717,077
0.18% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Airlines | Industrials
LUV 1 stocks |
$712,552
0.18% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Industrial Distribution | Industrials
POOL WSO 2 stocks |
$707,546
0.18% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Integrated Freight & Logistics | Industrials
UPS EXPD 2 stocks |
$684,782
0.17% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Furnishings, Fixtures & Appliances | Consumer Cyclical
TILE 1 stocks |
$680,234
0.17% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Waste Management | Industrials
WM RSG 2 stocks |
$644,421
0.16% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Real Estate Services | Real Estate
CSGP 1 stocks |
$596,306
0.15% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Oil & Gas Refining & Marketing | Energy
MPC 1 stocks |
$571,077
0.14% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Insurance—Life | Financial Services
MET 1 stocks |
$561,245
0.14% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Marine Shipping | Industrials
KEX 1 stocks |
$560,474
0.14% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Pollution & Treatment Controls | Industrials
FSS 1 stocks |
$556,272
0.14% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Computer Hardware | Technology
PSTG 1 stocks |
$554,126
0.14% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Education & Training Services | Consumer Defensive
UTI 1 stocks |
$543,840
0.13% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Auto Parts | Consumer Cyclical
MOD 1 stocks |
$534,098
0.13% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Trucking | Industrials
ODFL 1 stocks |
$527,722
0.13% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Leisure | Consumer Cyclical
YETI 1 stocks |
$513,185
0.13% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Grocery Stores | Consumer Defensive
SFM 1 stocks |
$454,940
0.11% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Utilities—Renewable | Utilities
CEG 1 stocks |
$424,423
0.11% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
$409,069
0.1% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
|
Security & Protection Services | Industrials
ALLE 1 stocks |
$387,202
0.1% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Confectioners | Consumer Defensive
MDLZ 1 stocks |
$333,790
0.08% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Closed-End Fund - Foreign | ETFs
EEM 1 stocks |
$307,242
0.08% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Staffing & Employment Services | Industrials
ADP 1 stocks |
$300,603
0.07% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
REIT—Retail | Real Estate
SPG 1 stocks |
$297,447
0.07% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Electrical Equipment & Parts | Industrials
NVT 1 stocks |
$291,285
0.07% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Footwear & Accessories | Consumer Cyclical
ONON 1 stocks |
$285,043
0.07% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Conglomerates | Industrials
VMI 1 stocks |
$279,187
0.07% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Medical Distribution | Healthcare
MCK 1 stocks |
$263,587
0.07% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Tools & Accessories | Industrials
SNA 1 stocks |
$247,362
0.06% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Packaged Foods | Consumer Defensive
GIS 1 stocks |
$220,369
0.05% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|