| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| Exit | KYNDRYL HLDGS INC COM | $0 | – | -126 | -100.0% | 0.00% | – | |
| WAB | Exit | WABTEC CORP COM | $0 | – | -258 | -100.0% | 0.00% | – |
| Exit | SYLVAMO CORPORATION COM | $0 | – | -252 | -100.0% | 0.00% | – | |
| Exit | HALEON PLC ADRadr | $0 | – | -378 | -100.0% | 0.00% | – | |
| Exit | MICRO FOCUS INTERNATIONAL PLC ADR SPONSOREDadr sponsored | $0 | – | -126 | -100.0% | 0.00% | – | |
| DOW | Exit | DOW INC COM | $0 | – | -252 | -100.0% | 0.00% | – |
| Exit | GSK PLC ADR SPONSOREDadr sponsored | $0 | – | -252 | -100.0% | 0.00% | – | |
| CTVA | Exit | CORTEVA INC COM | $0 | – | -252 | -100.0% | 0.00% | – |
| HPE | Exit | HEWLETT PACKARD ENTERPRISE CO COM | $0 | – | -1,449 | -100.0% | 0.00% | – |
| Exit | HIVE BLOCKCHAIN TECH LTD COM | $0 | – | -819 | -100.0% | 0.00% | – | |
| AVNS | Exit | AVANOS MEDICAL INC COM | $0 | – | -63 | -100.0% | 0.00% | – |
| DVY | Exit | ISHARES TRUST SELECT DIVID ETFselect divid etf | $0 | – | -189 | -100.0% | 0.00% | – |
| BND | Exit | VANGUARD TOTAL BND MRKT ETFtotal bnd mrkt etf | $0 | – | -189 | -100.0% | 0.00% | – |
| DXC | Exit | DXC TECHNOLOGY COMPANY COM | $0 | – | -63 | -100.0% | 0.00% | – |
| BSV | Exit | VANGUARD SHORT TRM BOND ETFshort trm bond etf | $0 | – | -189 | -100.0% | 0.00% | – |
| CCTR | Exit | CHINA CRESCENT ENTERPRISES INC COM | $0 | – | -189 | -100.0% | 0.00% | – |
| SRSCQ | Exit | SEARS CANADA INC COM | $0 | – | -1,596 | -100.0% | 0.00% | – |
| CC | Exit | THE CHEMOURS COMPANY LLC COM | $0 | – | -126 | -100.0% | 0.00% | – |
| CUZ | Exit | COUSINS PROPERTIES INC COM USD1 00(POST REV SPLIT) | $0 | – | -2,016 | -100.0% | -0.00% | – |
| AUB | Exit | ATLANTIC UNION BANKSHARES CORP COM | $0 | – | -1,071 | -100.0% | -0.00% | – |
| LITE | Exit | LUMENTUM HLDGS INC COM | $0 | – | -504 | -100.0% | -0.00% | – |
| VIAV | Exit | VIAVI SOLUTIONS INC COM | $0 | – | -2,772 | -100.0% | -0.00% | – |
| AAL | Exit | AMERICAN AIRLINES GROUP INC COM | $0 | – | -5,985 | -100.0% | -0.00% | – |
| VGT | Exit | VANGUARD INF TECH ETFinf tech etf | $0 | – | -270 | -100.0% | -0.00% | – |
| TPH | Exit | TRI POINTE GROUP INC COM | $0 | – | -5,670 | -100.0% | -0.00% | – |
| ACAD | Exit | ACADIA PHARMACEUTICALS INC COM | $0 | – | -6,300 | -100.0% | -0.00% | – |
| EXPI | Exit | EXP WORLD HOLDINGS INC COM | $0 | – | -8,712 | -100.0% | -0.00% | – |
| BUD | Exit | ANHEUSER-BUSCH INBEV SA/NV ADR SPONSOREDadr sponsored | $0 | – | -1,638 | -100.0% | -0.00% | – |
| KHC | Exit | KRAFT HEINZ CO COM | $0 | – | -4,158 | -100.0% | -0.00% | – |
| DOCU | Exit | DOCUSIGN INC COM | $0 | – | -3,150 | -100.0% | -0.00% | – |
| Exit | FVCBANKCORP INC CDcd | $0 | – | -198 | -100.0% | -0.00% | – | |
| CCL | Exit | CARNIVAL CORP UNITSunits | $0 | – | -24,570 | -100.0% | -0.00% | – |
| KAMN | Exit | KAMAN CORP COM | $0 | – | -8,001 | -100.0% | -0.00% | – |
| SPYG | Exit | SPDR SERIES TRUST PRTFLO S&P500 GW ETFprtflo s&p500 gw etf | $0 | – | -5,040 | -100.0% | -0.01% | – |
| Exit | SITIO ROYALTIES CO COM | $0 | – | -9,064 | -100.0% | -0.01% | – | |
| MO | Exit | ALTRIA GROUP INC COM | $0 | – | -6,300 | -100.0% | -0.01% | – |
| SJM | Exit | SMUCKER (JM) CO COM | $0 | – | -2,079 | -100.0% | -0.01% | – |
| TCNNF | Exit | TRULIEVE CANNABIS CORP COM | $0 | – | -35,910 | -100.0% | -0.01% | – |
| COP | Exit | CONOCOPHILLIPS COM | $0 | – | -4,725 | -100.0% | -0.01% | – |
| PM | Exit | PHILIP MORRIS INTL INC COM | $0 | – | -6,300 | -100.0% | -0.01% | – |
| LUV | Exit | SOUTHWEST AIRLINES CO COM | $0 | – | -17,073 | -100.0% | -0.01% | – |
| MPX | Exit | MARINE PRODUCTS CORP COM | $0 | – | -63,000 | -100.0% | -0.01% | – |
| Exit | HF SINCLAIR CORP COM | $0 | – | -12,096 | -100.0% | -0.01% | – | |
| MDLZ | Exit | MONDELEZ INTL INC COM CL A | $0 | – | -12,600 | -100.0% | -0.02% | – |
| ETR | Exit | ENTERGY CORP COM | $0 | – | -7,938 | -100.0% | -0.02% | – |
| IJR | Exit | ISHARES TRUST CORE S&P SCP ETFcore s&p scp etf | $0 | – | -9,324 | -100.0% | -0.02% | – |
| HAL | Exit | HALLIBURTON CO COM | $0 | – | -25,515 | -100.0% | -0.02% | – |
| PFG | Exit | PRINCIPAL FINANCIAL GROUP COM | $0 | – | -10,962 | -100.0% | -0.02% | – |
| IJH | Exit | ISHARES TRUST CORE S&P MCP ETFcore s&p mcp etf | $0 | – | -3,780 | -100.0% | -0.02% | – |
| OGN | Exit | ORGANON & CO COM | $0 | – | -40,635 | -100.0% | -0.02% | – |
| Exit | BEAL BK PLANO TEX CDcd | $0 | – | -1,098 | -100.0% | -0.02% | – | |
| Exit | BMO HARRIS BK NATL ASSN CHICAG CDcd | $0 | – | -1,098 | -100.0% | -0.02% | – | |
| BLDR | Exit | BUILDERS FIRSTSOURCE INC COM | $0 | – | -18,900 | -100.0% | -0.02% | – |
| BAC | Exit | BANK OF AMERICA CORPORATION COM | $0 | – | -34,083 | -100.0% | -0.02% | – |
| GOOG | Exit | ALPHABET INC COM CL C | $0 | – | -12,400 | -100.0% | -0.02% | – |
| ET | Exit | ENERGY TRANSFER LP COM UNITS REP LTD PTN INT | $0 | – | -107,415 | -100.0% | -0.02% | – |
| INTC | Exit | INTEL CORP COM | $0 | – | -50,400 | -100.0% | -0.03% | – |
| HSY | Exit | HERSHEY COMPANY COM | $0 | – | -6,300 | -100.0% | -0.03% | – |
| ATO | Exit | ATMOS ENERGY CORP COM | $0 | – | -13,104 | -100.0% | -0.03% | – |
| WFC | Exit | WELLS FARGO & COMPANY COM | $0 | – | -32,634 | -100.0% | -0.03% | – |
| PRU | Exit | PRUDENTIAL FINANCIAL INC COM | $0 | – | -14,805 | -100.0% | -0.03% | – |
| SIRI | Exit | SIRIUS XM HOLDINGS INC COM | $0 | – | -270,900 | -100.0% | -0.03% | – |
| VZ | Exit | VERIZON COMMUNICATIONS COM | $0 | – | -45,423 | -100.0% | -0.03% | – |
| WMT | Exit | WALMART INC COM | $0 | – | -12,600 | -100.0% | -0.04% | – |
| DD | Exit | DUPONT DE NEMOURS INC COM | $0 | – | -31,562 | -100.0% | -0.04% | – |
| WPC | Exit | WP CAREY INC COM USD0 001 | $0 | – | -27,909 | -100.0% | -0.04% | – |
| EMR | Exit | EMERSON ELECTRIC CO COM | $0 | – | -25,200 | -100.0% | -0.04% | – |
| BRKB | Exit | BERKSHIRE HATHAWAY INC COM CL B | $0 | – | -7,875 | -100.0% | -0.04% | – |
| VYM | Exit | VANGUARD HIGH DIV YLD ETFhigh div yld etf | $0 | – | -22,365 | -100.0% | -0.05% | – |
| JPM | Exit | JP MORGAN CHASE & CO COM | $0 | – | -18,724 | -100.0% | -0.05% | – |
| Exit | WESTERN ALLIANCE BANCORP CDcd | $0 | – | -2,400 | -100.0% | -0.05% | – | |
| WTRG | Exit | ESSENTIAL UTILITIES INC COM | $0 | – | -57,015 | -100.0% | -0.05% | – |
| IWO | Exit | ISHARES TRUST RUS 2000 GRW ETFrus 2000 grw etf | $0 | – | -12,600 | -100.0% | -0.05% | – |
| CVCO | Exit | CAVCO INDUSTRIES COM | $0 | – | -12,600 | -100.0% | -0.05% | – |
| URI | Exit | UNITED RENTALS INC COM | $0 | – | -8,820 | -100.0% | -0.06% | – |
| JNJ | Exit | JOHNSON & JOHNSON COM | $0 | – | -17,955 | -100.0% | -0.06% | – |
| UNH | Exit | UNITEDHEALTH GROUP INC COM | $0 | – | -6,300 | -100.0% | -0.06% | – |
| BMY | Exit | BRISTOL-MYERS SQUIBB CO COM | $0 | – | -48,510 | -100.0% | -0.07% | – |
| KMB | Exit | KIMBERLY CLARK CORP COM | $0 | – | -32,130 | -100.0% | -0.08% | – |
| Exit | WARNER BROS DISCOVERY INC COM | $0 | – | -391,134 | -100.0% | -0.09% | – | |
| QCOM | Exit | QUALCOMM INC COM | $0 | – | -47,250 | -100.0% | -0.11% | – |
| XEL | Exit | XCEL ENERGY INC COM | $0 | – | -86,751 | -100.0% | -0.11% | – |
| FCX | Exit | FREEPORT-MCMORAN INC COM CL B | $0 | – | -163,937 | -100.0% | -0.11% | – |
| Exit | WEBSTER BANK WATERBURY CDcd | $0 | – | -7,875 | -100.0% | -0.15% | – | |
| TRMK | Exit | TRUSTMARK CORP COM | $0 | – | -228,690 | -100.0% | -0.15% | – |
| AMZN | Exit | AMAZON COM INC COM | $0 | – | -82,600 | -100.0% | -0.16% | – |
| Exit | WELLS FARGO BANK NATIONAL ASSN CDcd | $0 | – | -8,200 | -100.0% | -0.16% | – | |
| Exit | CUSTOMERS BK PHOENIXVILLE PA CDcd | $0 | – | -8,150 | -100.0% | -0.16% | – | |
| Exit | MOUNTAIN COMM BK ERWIN TENN CD MTHLYcd mthly | $0 | – | -10,000 | -100.0% | -0.19% | – | |
| Exit | UNITED FIDELITY BANK CDcd | $0 | – | -10,000 | -100.0% | -0.19% | – | |
| Exit | UNIVERSITY BANK CD MTHLYcd mthly | $0 | – | -10,000 | -100.0% | -0.19% | – | |
| NVDA | Exit | NVIDIA CORP COM | $0 | – | -76,200 | -100.0% | -0.22% | – |
| MCD | Exit | MCDONALD'S CORPORATION COM | $0 | – | -43,281 | -100.0% | -0.22% | – |
| ENB | Exit | ENBRIDGE INC COM | $0 | – | -315,000 | -100.0% | -0.24% | – |
| IBM | Exit | INTERNATIONAL BUS MACH CORP COM | $0 | – | -94,500 | -100.0% | -0.25% | – |
| SHW | Exit | SHERWIN-WILLIAMS CO COM | $0 | – | -63,000 | -100.0% | -0.28% | – |
| MMM | Exit | 3M COMPANY COM | $0 | – | -119,400 | -100.0% | -0.28% | – |
| Exit | JPMORGAN CHASE BANK NA CD M/W QTRLY CLBLcd m/w qtrly clbl | $0 | – | -15,750 | -100.0% | -0.30% | – | |
| Exit | FIRST REPUBLIC BANK SAN FRANCI CDcd | $0 | – | -15,750 | -100.0% | -0.30% | – | |
| Exit | DISCOVER BANK CDcd | $0 | – | -15,750 | -100.0% | -0.30% | – | |
| VO | Exit | VANGUARD MID CAP ETFmid cap etf | $0 | – | -82,215 | -100.0% | -0.32% | – |
| VDE | Exit | VANGUARD ENERGY ETFenergy etf | $0 | – | -157,500 | -100.0% | -0.37% | – |
| SBSI | Exit | SOUTHSIDE BANCSHARES INC COM | $0 | – | -554,211 | -100.0% | -0.38% | – |
| TXN | Exit | TEXAS INSTRUMENTS INC COM | $0 | – | -126,126 | -100.0% | -0.40% | – |
| SPTM | Exit | SPDR SERIES TRUST PORTFOLI S&P 1500 COMP STK ETF | $0 | – | -661,500 | -100.0% | -0.60% | – |
| CAT | Exit | CATERPILLAR INC COM | $0 | – | -157,500 | -100.0% | -0.66% | – |
| AEP | Exit | AMERICAN ELECTRIC POWER CO INC COM | $0 | – | -378,624 | -100.0% | -0.66% | – |
| KO | Exit | COCA-COLA CO COM | $0 | – | -630,000 | -100.0% | -0.73% | – |
| T | Exit | AT&T INC COM | $0 | – | -2,155,293 | -100.0% | -0.74% | – |
| FLO | Exit | FLOWERS FOODS INC COM | $0 | – | -1,406,940 | -100.0% | -0.76% | – |
| EVRG | Exit | EVERGY INC COM | $0 | – | -718,200 | -100.0% | -0.83% | – |
| AAPL | Exit | APPLE INC COM | $0 | – | -376,031 | -100.0% | -1.03% | – |
| FUTY | Exit | FIDELITY COVINGTON TRUST MSCI UTILS INDEX ETFmsci utils index etf | $0 | – | -1,287,720 | -100.0% | -1.09% | – |
| PG | Exit | PROCTER & GAMBLE CO COM | $0 | – | -410,004 | -100.0% | -1.11% | – |
| MRK | Exit | MERCK & CO INC COM | $0 | – | -630,000 | -100.0% | -1.24% | – |
| PEP | Exit | PEPSICO INC COM | $0 | – | -378,000 | -100.0% | -1.30% | – |
| DUK | Exit | DUKE ENERGY CORP COM | $0 | – | -786,500 | -100.0% | -1.46% | – |
| VEU | Exit | VANGUARD ALLWRLD EX US ETFallwrld ex us etf | $0 | – | -2,082,583 | -100.0% | -1.94% | – |
| CVX | Exit | CHEVRON CORPORATION COM | $0 | – | -669,186 | -100.0% | -2.25% | – |
| XOM | Exit | EXXON MOBIL CORPORATION COM | $0 | – | -1,226,547 | -100.0% | -2.53% | – |
| VB | Exit | VANGUARD SMALL CP ETFsmall cp etf | $0 | – | -773,563 | -100.0% | -2.76% | – |
| NSC | Exit | NORFOLK SOUTHERN CORP COM | $0 | – | -1,430,667 | -100.0% | -6.51% | – |
| VXUS | Exit | VANGUARD STAR FD TL INTL STK F ETFstar fd tl intl stk f etf | $0 | – | -10,081,047 | -100.0% | -9.71% | – |
| VOO | Exit | VANGUARD S&P 500 ETF SHS | $0 | – | -1,638,171 | -100.0% | -11.13% | – |
| VTIP | Exit | VANGUARD STRM INFPROIDX ETFstrm infproidx etf | $0 | – | -19,884,009 | -100.0% | -18.22% | – |
| VTI | Exit | VANGUARD TOTAL STK MKT ETFtotal stk mkt etf | $0 | – | -6,931,909 | -100.0% | -25.70% | – |
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.