$5.2 Million is the total value of Gibson Wealth Advisors LLC's 126 reported holdings in Q4 2022. The portfolio turnover from Q3 2022 to Q4 2022 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| NVDA | New | NVIDIA CORP COM | $11,310 | – | 76,200 | +100.0% | 0.22% | – |
| New | UNITED FIDELITY BANK CDcd | $9,997 | – | 10,000 | +100.0% | 0.19% | – | |
| New | UNIVERSITY BANK CD MTHLYcd mthly | $9,997 | – | 10,000 | +100.0% | 0.19% | – | |
| New | MOUNTAIN COMM BK ERWIN TENN CD MTHLYcd mthly | $9,998 | – | 10,000 | +100.0% | 0.19% | – | |
| New | WELLS FARGO BANK NATIONAL ASSN CDcd | $8,179 | – | 8,200 | +100.0% | 0.16% | – | |
| New | CUSTOMERS BK PHOENIXVILLE PA CDcd | $8,140 | – | 8,150 | +100.0% | 0.16% | – | |
| FCX | New | FREEPORT-MCMORAN INC COM CL B | $5,805 | – | 163,937 | +100.0% | 0.11% | – |
| JPM | New | JP MORGAN CHASE & CO COM | $2,378 | – | 18,724 | +100.0% | 0.05% | – |
| New | WESTERN ALLIANCE BANCORP CDcd | $2,400 | – | 2,400 | +100.0% | 0.05% | – | |
| GOOG | New | ALPHABET INC COM CL C | $1,183 | – | 12,400 | +100.0% | 0.02% | – |
| New | BMO HARRIS BK NATL ASSN CHICAG CDcd | $1,095 | – | 1,098 | +100.0% | 0.02% | – | |
| New | BEAL BK PLANO TEX CDcd | $1,096 | – | 1,098 | +100.0% | 0.02% | – | |
| New | SITIO ROYALTIES CO COM | $267 | – | 9,064 | +100.0% | 0.01% | – | |
| New | FVCBANKCORP INC CDcd | $198 | – | 198 | +100.0% | 0.00% | – | |
| VGT | New | VANGUARD INF TECH ETFinf tech etf | $90 | – | 270 | +100.0% | 0.00% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-02-08
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 | 2024-08-28 |
| 13F-HR | 2024-08-28 |
| N-PX | 2024-08-28 |
| 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.