$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 87.5% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| DOW | Sell | DOW INC COM | $12 | -100.0% | 252 | -69.5% | 0.00% | -100.0% |
| CTVA | Sell | CORTEVA INC COM | $16 | -100.0% | 252 | -72.7% | 0.00% | -100.0% |
| BHF | Exit | BRIGHTHOUSE FINL INC COM | $0 | – | -19 | -100.0% | -0.00% | – |
| OYST | Exit | OYSTER POINT PHARMA INC COM | $0 | – | -1,100 | -100.0% | -0.01% | – |
| VBK | Exit | VANGUARD SML CP GRW ETFsml cp grw etf | $0 | – | -98 | -100.0% | -0.02% | – |
| MJ | Exit | ETF MANAGERS TRUST ETFMG ALTR HRVSTetfmg altr hrvst | $0 | – | -4,415 | -100.0% | -0.02% | – |
| BP | Exit | BP ADR SPONSOREDadr sponsored | $0 | – | -709 | -100.0% | -0.02% | – |
| VOT | Exit | VANGUARD MCAP GR IDXVIP ETFmcap gr idxvip etf | $0 | – | -125 | -100.0% | -0.02% | – |
| Exit | WELLS FARGO BANK NATIONAL ASSN CDcd | $0 | – | -22 | -100.0% | -0.02% | – | |
| VV | Exit | VANGUARD LARGE CAP ETFlarge cap etf | $0 | – | -157 | -100.0% | -0.03% | – |
| Exit | BEAL BK PLANO TEX CDcd | $0 | – | -40 | -100.0% | -0.04% | – | |
| VTV | Exit | VANGUARD VALUE ETFvalue etf | $0 | – | -377 | -100.0% | -0.05% | – |
| Exit | JPMORGAN CHASE BANK NA CD M/W CLBLcd m/w clbl | $0 | – | -50 | -100.0% | -0.06% | – | |
| VUG | Exit | VANGUARD GROWTH ETFgrowth etf | $0 | – | -338 | -100.0% | -0.08% | – |
| MNRL | Exit | BRIGHAM MINERALS INC COM CL A | $0 | – | -4,000 | -100.0% | -0.11% | – |
| BA | Exit | BOEING CO COM | $0 | – | -1,353 | -100.0% | -0.19% | – |
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 | 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.