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 Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

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
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