Gimbal Financial Portfolio Holdings

Gimbal Financial

  • $122 Billion
  • Q4 2024

Gimbal Financial has filed its 13F form on January 31, 2025 for Q4 2024 where it was disclosed a total value porftolio of $122 Billion distributed in 51 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $25.8B, Ishares Core Dividend Growth E with a value of $17.7B, Eli Lilly & CO with a value of $14B, Ishares Gold Trust with a value of $8.74B, and Invesco Exchange Traded Fd Tr with a value of $6.77B.

Examining the 13F form we can see an decrease of $31.6B in the current position value, from $154B to 122B.

Gimbal Financial is based out at Carmel, IN

Below you can find more details about Gimbal Financial portfolio as well as his latest detailed transactions.

Portfolio value $122 Billion
ETFs: $96.2 Billion
Healthcare: $16.2 Billion
Technology: $3.88 Billion
Industrials: $991 Million
Consumer Defensive: $948 Million
Consumer Cyclical: $658 Million
Financial Services: $533 Million
Communication Services: $520 Million
Other: $259 Million

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$222M
$14.1 Million 0.01% of portfolio
29,000
Q4 2024 New

Summary

  • Portfolio
  • No. of Stocks 51
  • Current Value $122 Billion
  • Prior Value $154 Billion
  • Filing
  • Period Q4 2024
  • Filing Date January 31, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 6 stocks
  • Additional Purchases 19 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 11 stocks
Track This Portfolio

Track Gimbal Financial Portfolio

Follow Gimbal Financial and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Gimbal Financial, based on Form 13F filings with the SEC.

News

Stay updated on Gimbal Financial with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email