$98 Million is the total value of Gibson Wealth Advisors LLC's 134 reported holdings in Q1 2022. The portfolio turnover from Q4 2021 to Q1 2022 was 100.0% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
NG | Exit | NOVAGOLD RESOURCES INC COM | $0 | – | -1,000 | -100.0% | -0.01% | – |
Exit | INVENTRUST PPTYS CORP COM USD0.001(POST REV SPLT) | $0 | – | -481 | -100.0% | -0.01% | – | |
HFC | Exit | HOLLYFRONTIER CORPORATION COM | $0 | – | -1,012 | -100.0% | -0.03% | – |
THCX | Exit | SPINNAKER ETF SERIES CANNABIS ETFcannabis etf | $0 | – | -4,000 | -100.0% | -0.04% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-05-05
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
VANGUARD TOTAL STK MKT ETF | 5 | Q4 2022 | 26.9% |
VANGUARD S&P 500 ETF SHS | 5 | Q4 2022 | 13.8% |
VANGUARD STAR FD TL INTL STK F ETF | 5 | Q4 2022 | 12.7% |
NORFOLK SOUTHERN CORP COM | 5 | Q4 2022 | 7.0% |
VANGUARD TOTAL BND MRKT ETF | 5 | Q4 2022 | 20.2% |
VANGUARD SMALL CP ETF | 5 | Q4 2022 | 3.8% |
EXXON MOBIL CORPORATION COM | 5 | Q4 2022 | 2.5% |
CHEVRON CORPORATION COM | 5 | Q4 2022 | 2.2% |
DUKE ENERGY CORP COM | 5 | Q4 2022 | 1.5% |
PEPSICO INC COM | 5 | Q4 2022 | 1.3% |
View Gibson Wealth Advisors LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2023-02-08 |
13F-HR | 2022-11-22 |
13F-HR | 2022-09-07 |
13F-HR | 2022-05-05 |
13F-HR | 2022-02-16 |
View Gibson Wealth Advisors LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.