MondegarAI
Gibbs Wealth Management

Q1 2024 · 13F-HR

Gibbs Wealth Managementholdings as filed

Filed 2025-11-04 · accession 0002085853-25-000226

$174.0M
Reported value
192
Positions
2024-03-31
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
66538H591SECTNORTHERN LTS FD TR IV$12.9M7.41%256,035CommonNONE
46429B267GOVTISHARES TR$10.0M5.75%439,217CommonNONE
78464A383SPMBSPDR SER TR$8.2M4.68%375,252CommonNONE
46434V407SHYGISHARES TR$7.5M4.32%176,794CommonNONE
78464A474SPSBSPDR SER TR$5.2M3.01%176,121CommonNONE
92206C870VCITVANGUARD SCOTTSDALE FDS$5.2M3.01%65,006CommonNONE
023135106AMZNAMAZON COM INC$5.0M2.88%27,768CommonNONE
594918104MSFTMICROSOFT CORP$4.0M2.32%9,604CommonNONE
78463X889SPDWSPDR INDEX SHS FDS$3.3M1.90%92,160CommonNONE
78464A664SPTLSPDR SER TR$3.0M1.74%108,340CommonNONE
46641Q837JPSTJ P MORGAN EXCHANGE TRADED F$2.6M1.50%51,718CommonNONE
037833100AAPLAPPLE INC$2.3M1.34%13,622CommonNONE
64110L106NFLXNETFLIX INC$2.2M1.29%3,699CommonNONE
78464A508SPYVSPDR SER TR$2.1M1.21%42,007CommonNONE
92826C839VVISA INC$2.1M1.18%7,374CommonNONE
78464A409SPYGSPDR SER TR$2.0M1.12%26,717CommonNONE
670100205NVONOVO-NORDISK A S$1.9M1.08%14,613CommonNONE
81762P102NOWSERVICENOW INC$1.8M1.06%2,426CommonNONE
79466L302CRMSALESFORCE INC$1.8M1.04%6,013CommonNONE
57636Q104MAMASTERCARD INCORPORATED$1.7M1.00%3,606CommonNONE
78468R622JNKSPDR SER TR$1.6M0.95%17,310CommonNONE
02079K107GOOGALPHABET INC$1.6M0.94%10,776CommonNONE
002824100ABTABBOTT LABS$1.4M0.81%12,404CommonNONE
00724F101ADBEADOBE INC$1.3M0.76%2,636CommonNONE
02079K305GOOGLALPHABET INC$1.3M0.75%8,669CommonNONE
713448108PEPPEPSICO INC$1.3M0.75%7,442CommonNONE
46435U853USHYISHARES TR$1.3M0.74%35,150CommonNONE
803054204SAPSAP SE$1.2M0.70%6,237CommonNONE
G5960L103MDTMEDTRONIC PLC$1.2M0.68%13,542CommonNONE
G1151C101ACNACCENTURE PLC IRELAND$1.2M0.66%3,324CommonNONE
17275R102CSCOCISCO SYS INC$1.1M0.65%22,775CommonNONE
75513E101RTXRTX CORPORATION$1.1M0.65%11,587CommonNONE
78463X509SPEMSPDR INDEX SHS FDS$1.1M0.63%30,406CommonNONE
780087102RYROYAL BK CDA$1.1M0.62%10,611CommonNONE
883556102TMOTHERMO FISHER SCIENTIFIC INC$1.1M0.61%1,819CommonNONE
92189F411BIZDVANECK ETF TRUST$1.0M0.58%59,596CommonNONE
78464A821MDYGSPDR SER TR$1.0M0.58%11,510CommonNONE
68389X105ORCLORACLE CORP$1.0M0.58%7,982CommonNONE
009066101ABNBAIRBNB INC$970,9550.56%5,886CommonNONE
955306105WSTWEST PHARMACEUTICAL SVSC INC$967,1150.56%2,444CommonNONE
78464A839MDYVSPDR SER TR$965,7060.56%12,707CommonNONE
30231G102XOMEXXON MOBIL CORP$956,5390.55%8,229CommonNONE
78468R523BILSSPDR SER TR$923,5120.53%9,289CommonNONE
N07059210ASMLASML HOLDING N V$917,0940.53%945CommonNONE
46641Q761JQUAJ P MORGAN EXCHANGE TRADED F$914,7690.53%17,302CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$898,2310.52%2,136CommonNONE
97717X669DGRWWISDOMTREE TR$897,3070.52%11,777CommonNONE
216648501COOCOOPER COS INC$874,2810.50%8,617CommonNONE
G4705A100ICLRICON PLC$808,9680.46%2,408CommonNONE
78468R853SPSMSPDR SER TR$802,8500.46%18,654CommonNONE
217204106CPRTCOPART INC$792,8090.46%13,688CommonNONE
78468R663BILSPDR SER TR$792,6920.46%8,635CommonNONE
78351F107RYANRYAN SPECIALTY HOLDINGS INC$790,4870.45%14,243CommonNONE
92343V104VZVERIZON COMMUNICATIONS INC$776,9800.45%18,517CommonNONE
949746101WMT2WELLS FARGO CO NEW$773,7810.44%13,350CommonNONE
052769106ADSKAUTODESK INC$765,8950.44%2,941CommonNONE
904767704UNILEVER PLC$729,8290.42%14,541CommonNONE
46429B747STIPISHARES TR$726,9330.42%7,311CommonNONE
91324P102UNHUNITEDHEALTH GROUP INC$718,3040.41%1,452CommonNONE
46625H365JPMORGAN CHASE & CO$703,8170.40%24,704CommonNONE
075887109BDXBECTON DICKINSON & CO$682,9680.39%2,760CommonNONE
20030N101CMCSACOMCAST CORP NEW$677,9860.39%15,640CommonNONE
98978V103ZTSZOETIS INC$673,7940.39%3,982CommonNONE
46625H100JPMJPMORGAN CHASE & CO$658,7870.38%3,289CommonNONE
254687106DISDISNEY WALT CO$647,6620.37%5,293CommonNONE
72201R833MINTPIMCO ETF TR$641,5460.37%6,381CommonNONE
46434V860TFLOISHARES TR$640,1640.37%12,629CommonNONE
464287457SHYISHARES TR$635,5940.37%7,772CommonNONE
008474108AEMAGNICO EAGLE MINES LTD$635,2730.37%10,650CommonNONE
369550108GDGENERAL DYNAMICS CORP$634,5050.36%2,246CommonNONE
66538H278TMATNORTHERN LTS FD TR IV$610,7980.35%34,845CommonNONE
654106103NKENIKE INC$607,4030.35%6,463CommonNONE
29362U104ENTGENTEGRIS INC$601,6520.35%4,281CommonNONE
718172109PMPHILIP MORRIS INTL INC$594,5220.34%6,489CommonNONE
166764100CVXCHEVRON CORP NEW$593,8830.34%3,765CommonNONE
26441C204DUKDUKE ENERGY CORP NEW$574,5540.33%5,941CommonNONE
747525103QCOMQUALCOMM INC$573,0810.33%3,385CommonNONE
580135101MCDMCDONALDS CORP$561,3620.32%1,991CommonNONE
78464A201SLYGSPDR SER TR$553,4910.32%6,345CommonNONE
000360206AAONAAON INC$551,5060.32%6,260CommonNONE
617700109MORNMORNINGSTAR INC$550,7490.32%1,786CommonNONE
78464A300SLYVSPDR SER TR$544,5570.31%6,563CommonNONE
74758T303QLYSQUALYS INC$542,3280.31%3,250CommonNONE
26154D100DFHDREAM FINDERS HOMES INC$531,4510.31%12,153CommonNONE
366651107ITGARTNER INC$527,1970.30%1,106CommonNONE
742718109PGPROCTER AND GAMBLE CO$519,0590.30%3,199CommonNONE
835699307SONYSONY GROUP CORP$517,9550.30%6,041CommonNONE
060505104BACBANK AMERICA CORP$513,1370.29%13,532CommonNONE
46432F339QUALISHARES TR$512,9360.29%3,121CommonNONE
66538H179BUYWNORTHERN LTS FD TR IV$510,1720.29%37,321CommonNONE
942749102WTSWATTS WATER TECHNOLOGIES INC$509,9070.29%2,399CommonNONE
464287200IVVISHARES TR$493,8830.28%939CommonNONE
29250N105ENBENBRIDGE INC$493,7120.28%13,646CommonNONE
98138H101WDAYWORKDAY INC$492,8590.28%1,807CommonNONE
969457100WMBWILLIAMS COS INC$492,5420.28%12,639CommonNONE
199908104FIXCOMFORT SYS USA INC$483,5550.28%1,522CommonNONE
031100100AMEAMETEK INC$475,3570.27%2,599CommonNONE
437076102HDHOME DEPOT INC$452,2660.26%1,179CommonNONE
237194105DRIDARDEN RESTAURANTS INC$447,9620.26%2,680CommonNONE
126650100CVSCVS HEALTH CORP$443,6250.25%5,562CommonNONE
931142103WMTWALMART INC$435,3420.25%7,235CommonNONE
754730109RJFRAYMOND JAMES FINL INC$432,9040.25%3,371CommonNONE
G0403H108AONAON PLC$427,4950.25%1,281CommonNONE
69331C108PCGPG&E CORP$423,9270.24%25,294CommonNONE
149123101CATCATERPILLAR INC$415,1650.24%1,133CommonNONE
548661107LOWLOWES COS INC$413,4270.24%1,623CommonNONE
337932107FEFIRSTENERGY CORP$413,2340.24%10,700CommonNONE
038222105AMATAPPLIED MATLS INC$412,2540.24%1,999CommonNONE
35671D857FCXFREEPORT-MCMORAN INC$399,7640.23%8,502CommonNONE
26856L103ELFE L F BEAUTY INC$398,9210.23%2,035CommonNONE
73278L105POOLPOOL CORP$387,3600.22%960CommonNONE
125523100CITHE CIGNA GROUP$384,9810.22%1,060CommonNONE
56585A102MPCMARATHON PETE CORP$381,6410.22%1,894CommonNONE
46090E103QQQINVESCO QQQ TR$381,3380.22%859CommonNONE
464287432TLTISHARES TR$380,8880.22%4,025CommonNONE
81768T108SFBSSERVISFIRST BANCSHARES INC$380,0440.22%5,727CommonNONE
G87110105FTITECHNIPFMC PLC$373,1850.21%14,862CommonNONE
219350105GLWCORNING INC$363,2520.21%11,021CommonNONE
513272104LWLAMB WESTON HLDGS INC$358,3670.21%3,364CommonNONE
191216100KOCOCA COLA CO$357,4820.21%5,843CommonNONE
08265T208BSYBENTLEY SYS INC$351,4930.20%6,731CommonNONE
422806208HEI/AHEICO CORP NEW$348,0580.20%2,261CommonNONE
00287Y109ABBVABBVIE INC$343,6230.20%1,887CommonNONE
58506Q109MEDPMEDPACE HLDGS INC$337,4650.19%835CommonNONE
464287622IWBISHARES TR$334,1150.19%1,160CommonNONE
82509L107SHOPSHOPIFY INC$333,8370.19%4,326CommonNONE
172967424CCITIGROUP INC$332,8770.19%5,264CommonNONE
00130H105AESAES CORP$331,8130.19%18,506CommonNONE
026874784AIGAMERICAN INTL GROUP INC$325,5780.19%4,165CommonNONE
980745103WWDWOODWARD INC$324,8850.19%2,108CommonNONE
067901108ABXBARRICK GOLD CORP$324,7460.19%19,516CommonNONE
778296103ROSTROSS STORES INC$320,2300.18%2,182CommonNONE
114340102AZTAAZENTA INC$317,4950.18%5,267CommonNONE
29109X106AZPN1USDASPEN TECHNOLOGY INC$313,5220.18%1,470CommonNONE
294429105EFXEQUIFAX INC$312,4630.18%1,168CommonNONE
67066G104NVDANVIDIA CORPORATION$306,3070.18%339CommonNONE
09789C788XHLFBONDBLOXX ETF TRUST$301,7090.17%5,997CommonNONE
110122108BMYBRISTOL-MYERS SQUIBB CO$299,8380.17%5,529CommonNONE
879360105TDYTELEDYNE TECHNOLOGIES INC$299,6650.17%698CommonNONE
441593100HLIHOULIHAN LOKEY INC$294,5810.17%2,298CommonNONE
74112D101PBHPRESTIGE CONSMR HEALTHCARE I$294,0860.17%4,053CommonNONE
655663102NDSNNORDSON CORP$293,2090.17%1,068CommonNONE
532457108LLYELI LILLY & CO$285,5110.16%367CommonNONE
35138V102FOXFFOX FACTORY HLDG CORP$284,0940.16%5,456CommonNONE
526107107LIILENNOX INTL INC$282,0150.16%577CommonNONE
59156R108METMETLIFE INC$280,6550.16%3,787CommonNONE
15135B101CNCCENTENE CORP DEL$280,4880.16%3,574CommonNONE
46137V357RSPINVESCO EXCHANGE TRADED FD T$277,9360.16%1,641CommonNONE
00206R102TAT&T INC$277,7200.16%15,780CommonNONE
29355X107NPOENPRO INC$275,4330.16%1,632CommonNONE
859241101STRLSTERLING INFRASTRUCTURE INC$274,1200.16%2,485CommonNONE
45826H109ITGRINTEGER HLDGS CORP$270,1140.16%2,315CommonNONE
609839105MPWRMONOLITHIC PWR SYS INC$264,8710.15%391CommonNONE
099406100BOOTBOOT BARN HLDGS INC$261,9480.15%2,753CommonNONE
92345Y106VRSKVERISK ANALYTICS INC$261,6600.15%1,110CommonNONE
683344105ONTOONTO INNOVATION INC$261,2980.15%1,443CommonNONE
45569U101INDIINDIE SEMICONDUCTOR INC$261,0820.15%36,876CommonNONE
071813109BAXBAXTER INTL INC$258,5340.15%6,049CommonNONE
008073108AVAVAEROVIRONMENT INC$252,9120.15%1,650CommonNONE
85208M102SFMSPROUTS FMRS MKT INC$248,9570.14%3,861CommonNONE
03027X100AMTAMERICAN TOWER CORP NEW$243,8260.14%1,234CommonNONE
929740108WABWABTEC$242,1200.14%1,662CommonNONE
115236101BROBROWN & BROWN INC$235,7450.14%2,693CommonNONE
25754A201DPZDOMINOS PIZZA INC$234,5270.13%472CommonNONE
459200101IBMINTERNATIONAL BUSINESS MACHS$233,9260.13%1,225CommonNONE
016255101ALGNALIGN TECHNOLOGY INC$233,8070.13%713CommonNONE
G7S00T104PNRPENTAIR PLC$231,2860.13%2,707CommonNONE
444859102HUMHUMANA INC$230,5690.13%665CommonNONE
844741108LUVSOUTHWEST AIRLS CO$230,3970.13%7,893CommonNONE
464287440IEFISHARES TR$229,5510.13%2,425CommonNONE
302491303FMCFMC CORP$228,7470.13%3,591CommonNONE
478160104JNJJOHNSON & JOHNSON$227,8260.13%1,440CommonNONE
842587107SOSOUTHERN CO$222,8800.13%3,107CommonNONE
58933Y105MRKMERCK & CO INC$222,3360.13%1,685CommonNONE
25434V708DFACDIMENSIONAL ETF TRUST$221,9570.13%6,947CommonNONE
126408103CSXCSX CORP$219,0470.13%5,909CommonNONE
44925C103ICFIICF INTL INC$217,9620.13%1,447CommonNONE
056525108BMIBADGER METER INC$216,3400.12%1,337CommonNONE
G0176J109ALLEALLEGION PLC$216,0750.12%1,604CommonNONE
617446448MSMORGAN STANLEY$214,9670.12%2,283CommonNONE
525558201LMATLEMAITRE VASCULAR INC$214,2760.12%3,229CommonNONE
464288661IEIISHARES TR$213,5540.12%1,844CommonNONE
830830105SKYSKYLINE CHAMPION CORPORATION$213,0350.12%2,506CommonNONE
717081103PFEPFIZER INC$212,7590.12%7,667CommonNONE
88076W103TDCTERADATA CORP DEL$212,1820.12%5,487CommonNONE
303075105FDSFACTSET RESH SYS INC$208,1110.12%458CommonNONE
82900L102SMPLSIMPLY GOOD FOODS CO$205,9500.12%6,052CommonNONE
405552100HLNHALEON PLC$114,4710.07%13,483CommonNONE
76655K103RGTIRIGETTI COMPUTING INC$57,8880.03%37,835CommonNONE
00973N102AKTSQAKOUSTIS TECHNOLOGIES INC$48,7460.03%82,467CommonNONE
74915M100QVCAUSDQURATE RETAIL INC$23,4410.01%19,058CommonNONE
25058X105DESKTOP METAL INC$9,2430.01%10,503CommonNONE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.