MondegarAI
Gibbs Wealth Management

Q2 2024 · 13F-HR

Gibbs Wealth Managementholdings as filed

Filed 2025-11-04 · accession 0002085853-25-000227

$247.1M
Reported value
232
Positions
2024-06-30
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
66538H591SECTNORTHERN LTS FD TR IV$12.7M5.14%248,733CommonNONE
46429B267GOVTISHARES TR$11.4M4.62%505,971CommonNONE
46434V407SHYGISHARES TR$7.5M3.05%178,736CommonNONE
78464A664SPTLSPDR SER TR$7.5M3.02%274,550CommonNONE
78464A383SPMBSPDR SER TR$7.3M2.94%337,142CommonNONE
023135106AMZNAMAZON COM INC$7.2M2.92%37,307CommonNONE
92206C870VCITVANGUARD SCOTTSDALE FDS$7.0M2.85%87,960CommonNONE
594918104MSFTMICROSOFT CORP$6.1M2.48%13,732CommonNONE
78464A409SPYGSPDR SER TR$5.1M2.08%64,270CommonNONE
78463X889SPDWSPDR INDEX SHS FDS$4.9M2.00%140,943CommonNONE
78464A508SPYVSPDR SER TR$4.7M1.89%95,631CommonNONE
46641Q837JPSTJ P MORGAN EXCHANGE TRADED F$3.7M1.51%74,003CommonNONE
74316P645CSMDPROFESIONALLY MANAGED PORTFO$3.3M1.32%113,418CommonNONE
78464A474SPSBSPDR SER TR$3.2M1.31%109,144CommonNONE
037833100AAPLAPPLE INC$3.2M1.28%15,070CommonNONE
02079K107GOOGALPHABET INC$3.1M1.26%16,990CommonNONE
92826C839VVISA INC$2.9M1.17%11,013CommonNONE
670100205NVONOVO-NORDISK A S$2.9M1.17%20,228CommonNONE
47103U852JMBSJANUS DETROIT STR TR$2.8M1.13%62,565CommonNONE
64110L106NFLXNETFLIX INC$2.7M1.11%4,047CommonNONE
81762P102NOWSERVICENOW INC$2.7M1.08%3,405CommonNONE
78464A201SLYGSPDR SER TR$2.5M1.00%28,906CommonNONE
46435U853USHYISHARES TR$2.5M0.99%67,613CommonNONE
78468R622JNKSPDR SER TR$2.4M0.98%25,743CommonNONE
79466L302CRMSALESFORCE INC$2.3M0.93%8,967CommonNONE
57636Q104MAMASTERCARD INCORPORATED$2.3M0.92%5,141CommonNONE
02079K305GOOGLALPHABET INC$2.2M0.90%12,162CommonNONE
00724F101ADBEADOBE INC$2.0M0.82%3,662CommonNONE
78463X509SPEMSPDR INDEX SHS FDS$1.9M0.78%51,030CommonNONE
47103U753JBBBJANUS DETROIT STR TR$1.9M0.76%38,123CommonNONE
002824100ABTABBOTT LABS$1.9M0.75%17,936CommonNONE
69344A206PHYLPGIM ETF TR$1.8M0.74%52,919CommonNONE
46641Q761JQUAJ P MORGAN EXCHANGE TRADED F$1.8M0.73%34,013CommonNONE
803054204SAPSAP SE$1.7M0.68%8,334CommonNONE
883556102TMOTHERMO FISHER SCIENTIFIC INC$1.6M0.63%2,821CommonNONE
75513E101RTXRTX CORPORATION$1.5M0.61%15,099CommonNONE
68389X105ORCLORACLE CORP$1.5M0.61%10,702CommonNONE
78468R853SPSMSPDR SER TR$1.4M0.57%33,993CommonNONE
009066101ABNBAIRBNB INC$1.4M0.56%9,128CommonNONE
G5960L103MDTMEDTRONIC PLC$1.4M0.56%17,574CommonNONE
17275R102CSCOCISCO SYS INC$1.4M0.55%28,764CommonNONE
713448108PEPPEPSICO INC$1.4M0.55%8,224CommonNONE
G1151C101ACNACCENTURE PLC IRELAND$1.3M0.53%4,355CommonNONE
N07059210ASMLASML HOLDING N V$1.3M0.51%1,237CommonNONE
82509L107SHOPSHOPIFY INC$1.2M0.49%18,283CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$1.2M0.47%2,871CommonNONE
904767704UNILEVER PLC$1.1M0.47%20,910CommonNONE
780087102RYROYAL BK CDA$1.1M0.46%10,793CommonNONE
G4705A100ICLRICON PLC$1.1M0.46%3,597CommonNONE
91324P102UNHUNITEDHEALTH GROUP INC$1.1M0.45%2,202CommonNONE
464287200IVVISHARES TR$1.1M0.45%2,038CommonNONE
955306105WSTWEST PHARMACEUTICAL SVSC INC$1.1M0.45%3,379CommonNONE
78351F107RYANRYAN SPECIALTY HOLDINGS INC$1.1M0.45%18,991CommonNONE
98978V103ZTSZOETIS INC$1.0M0.42%6,008CommonNONE
46429B747STIPISHARES TR$1.0M0.41%10,275CommonNONE
216648501COOCOOPER COS INC$1.0M0.41%11,672CommonNONE
92189F411BIZDVANECK ETF TRUST$1.0M0.41%58,900CommonNONE
92343V104VZVERIZON COMMUNICATIONS INC$1.0M0.41%24,369CommonNONE
30231G102XOMEXXON MOBIL CORP$981,0530.40%8,522CommonNONE
217204106CPRTCOPART INC$956,3570.39%17,658CommonNONE
464288208IMCBISHARES TR$946,2020.38%13,499CommonNONE
949746101WMT2WELLS FARGO CO NEW$929,8250.38%15,656CommonNONE
67066G104NVDANVIDIA CORPORATION$917,9020.37%7,430CommonNONE
09789C788XHLFBONDBLOXX ETF TRUST$916,9060.37%18,236CommonNONE
008474108AEMAGNICO EAGLE MINES LTD$905,9860.37%13,853CommonNONE
166764100CVXCHEVRON CORP NEW$902,8630.37%5,772CommonNONE
47103U845JAAAJANUS DETROIT STR TR$885,5160.36%17,404CommonNONE
718172109PMPHILIP MORRIS INTL INC$862,0140.35%8,507CommonNONE
20030N101CMCSACOMCAST CORP NEW$847,5750.34%21,644CommonNONE
46432F339QUALISHARES TR$844,9850.34%4,948CommonNONE
78468R663BILSPDR SER TR$842,5930.34%9,181CommonNONE
126650100CVSCVS HEALTH CORP$830,2650.34%14,058CommonNONE
46625H100JPMJPMORGAN CHASE & CO.$829,4680.34%4,101CommonNONE
369550108GDGENERAL DYNAMICS CORP$821,1390.33%2,830CommonNONE
075887109BDXBECTON DICKINSON & CO$811,4520.33%3,472CommonNONE
13646K108CPCANADIAN PACIFIC KANSAS CITY$784,9380.32%9,970CommonNONE
464287440IEFISHARES TR$784,5060.32%8,377CommonNONE
115236101BROBROWN & BROWN INC$781,7120.32%8,743CommonNONE
26441C204DUKDUKE ENERGY CORP NEW$771,6710.31%7,699CommonNONE
254687106DISDISNEY WALT CO$765,4350.31%7,709CommonNONE
366651107ITGARTNER INC$743,1940.30%1,655CommonNONE
78468R523BILSSPDR SER TR$735,7350.30%7,404CommonNONE
63947X101NCNONCINO INC$732,4710.30%23,290CommonNONE
000360206AAONAAON INC$725,9240.29%8,321CommonNONE
654106103NKENIKE INC$705,7020.29%9,363CommonNONE
060505104BACBANK AMERICA CORP$704,4910.29%17,714CommonNONE
29362U104ENTGENTEGRIS INC$685,5300.28%5,063CommonNONE
89679E300TFINTRIUMPH FINANCIAL INC$675,1730.27%8,259CommonNONE
617700109MORNMORNINGSTAR INC$665,3670.27%2,249CommonNONE
031100100AMEAMETEK INC$656,5040.27%3,938CommonNONE
969457100WMBWILLIAMS COS INC$654,5430.26%15,401CommonNONE
29250N105ENBENBRIDGE INC$643,0050.26%18,067CommonNONE
98138H101WDAYWORKDAY INC$632,4510.26%2,829CommonNONE
55354G100MSCIMSCI INC$619,5310.25%1,286CommonNONE
25434V708DFACDIMENSIONAL ETF TRUST$615,9130.25%19,104CommonNONE
422806208HEI/AHEICO CORP NEW$608,8940.25%3,430CommonNONE
747525103QCOMQUALCOMM INC$607,5220.25%3,050CommonNONE
931142103WMTWALMART INC$604,4730.24%8,927CommonNONE
742718109PGPROCTER AND GAMBLE CO$586,9780.24%3,559CommonNONE
66538H278TMATNORTHERN LTS FD TR IV$584,9720.24%34,008CommonNONE
98149E303GLDMWORLD GOLD TR$583,3610.24%12,657CommonNONE
532457108LLYELI LILLY & CO$583,0650.24%644CommonNONE
942749102WTSWATTS WATER TECHNOLOGIES INC$566,4300.23%3,089CommonNONE
69331C108PCGPG&E CORP$564,8140.23%32,349CommonNONE
038222105AMATAPPLIED MATLS INC$564,4880.23%2,392CommonNONE
26856L103ELFE L F BEAUTY INC$558,8290.23%2,652CommonNONE
337932107FEFIRSTENERGY CORP$549,0600.22%14,347CommonNONE
219350105GLWCORNING INC$545,4540.22%14,040CommonNONE
879360105TDYTELEDYNE TECHNOLOGIES INC$540,0680.22%1,392CommonNONE
464287457SHYISHARES TR$537,5020.22%6,583CommonNONE
126408103CSXCSX CORP$525,3320.21%15,705CommonNONE
681116109OLLIOLLIES BARGAIN OUTLET HLDGS$521,6750.21%5,314CommonNONE
G0403H108AONAON PLC$520,2240.21%1,772CommonNONE
199908104FIXCOMFORT SYS USA INC$511,8340.21%1,683CommonNONE
08265T208BSYBENTLEY SYS INC$503,8180.20%10,207CommonNONE
46641Q217BBJPJ P MORGAN EXCHANGE TRADED F$503,3560.20%8,920CommonNONE
G87110105FTITECHNIPFMC PLC$500,7200.20%19,148CommonNONE
580135101MCDMCDONALDS CORP$496,6830.20%1,949CommonNONE
66538H179BUYWNORTHERN LTS FD TR IV$491,3300.20%35,811CommonNONE
147528103CASYCASEYS GEN STORES INC$489,1600.20%1,282CommonNONE
03027X100AMTAMERICAN TOWER CORP NEW$487,3110.20%2,507CommonNONE
778296103ROSTROSS STORES INC$474,9060.19%3,268CommonNONE
85208M102SFMSPROUTS FMRS MKT INC$473,6830.19%5,662CommonNONE
097023105BABOEING CO$473,2260.19%2,600CommonNONE
441593100HLIHOULIHAN LOKEY INC$466,7500.19%3,461CommonNONE
526107107LIILENNOX INTL INC$464,8980.19%869CommonNONE
172967424CCITIGROUP INC$462,6900.19%7,291CommonNONE
125523100CITHE CIGNA GROUP$456,1870.18%1,380CommonNONE
548661107LOWLOWES COS INC$451,9430.18%2,050CommonNONE
609839105MPWRMONOLITHIC PWR SYS INC$450,2810.18%548CommonNONE
29109X106AZPN1USDASPEN TECHNOLOGY INC$446,7190.18%2,249CommonNONE
437076102HDHOME DEPOT INC$445,1490.18%1,293CommonNONE
92345Y106VRSKVERISK ANALYTICS INC$441,2530.18%1,637CommonNONE
191216100KOCOCA COLA CO$440,4230.18%6,919CommonNONE
00130H105AESAES CORP$438,8280.18%24,976CommonNONE
464287176TIPISHARES TR$438,3320.18%4,105CommonNONE
81768T108SFBSSERVISFIRST BANCSHARES INC$437,9070.18%6,930CommonNONE
46090E103QQQINVESCO QQQ TR$437,3980.18%913CommonNONE
008073108AVAVAEROVIRONMENT INC$436,8200.18%2,398CommonNONE
513272104LWLAMB WESTON HLDGS INC$432,4230.17%5,143CommonNONE
294429105EFXEQUIFAX INC$429,8820.17%1,773CommonNONE
859241101STRLSTERLING INFRASTRUCTURE INC$426,2610.17%3,602CommonNONE
73278L105POOLPOOL CORP$420,7350.17%1,369CommonNONE
40415F101HDBHDFC BANK LTD$419,2390.17%6,517CommonNONE
114340102AZTAAZENTA INC$415,6980.17%7,900CommonNONE
35671D857FCXFREEPORT-MCMORAN INC$413,0510.17%8,499CommonNONE
099406100BOOTBOOT BARN HLDGS INC$412,7050.17%3,201CommonNONE
902673102UFPTUFP TECHNOLOGIES INC$412,4290.17%1,563CommonNONE
149123101CATCATERPILLAR INC$406,0490.16%1,219CommonNONE
026874784AIGAMERICAN INTL GROUP INC$399,0400.16%5,375CommonNONE
929740108WABWABTEC$397,0220.16%2,512CommonNONE
45826H109ITGRINTEGER HLDGS CORP$394,8440.16%3,410CommonNONE
30303M102METAMETA PLATFORMS INC$393,7960.16%781CommonNONE
525558201LMATLEMAITRE VASCULAR INC$389,0200.16%4,728CommonNONE
88160R101TSLATESLA INC$386,8550.16%1,955CommonNONE
00287Y109ABBVABBVIE INC$378,3730.15%2,206CommonNONE
74112D101PBHPRESTIGE CONSMR HEALTHCARE I$371,1020.15%5,390CommonNONE
056525108BMIBADGER METER INC$368,0410.15%1,975CommonNONE
25754A201DPZDOMINOS PIZZA INC$367,6270.15%712CommonNONE
980745103WWDWOODWARD INC$367,5930.15%2,108CommonNONE
655663102NDSNNORDSON CORP$351,1570.14%1,514CommonNONE
46137V357RSPINVESCO EXCHANGE TRADED FD T$350,5450.14%2,134CommonNONE
26922A222ACIOETF SER SOLUTIONS$348,2300.14%9,254CommonNONE
50212V100LPLALPL FINL HLDGS INC$347,4490.14%1,244CommonNONE
59156R108METMETLIFE INC$346,1070.14%4,931CommonNONE
464287622IWBISHARES TR$345,1460.14%1,160CommonNONE
56585A102MPCMARATHON PETE CORP$342,6230.14%1,975CommonNONE
30214U102EXPOEXPONENT INC$332,8250.13%3,499CommonNONE
067901108ABXBARRICK GOLD CORP$332,5830.13%19,939CommonNONE
126402106CSWCSW INDUSTRIALS INC$330,8420.13%1,247CommonNONE
478160104JNJJOHNSON & JOHNSON$327,4420.13%2,240CommonNONE
M7516K103NVMINOVA LTD$327,1690.13%1,395CommonNONE
74624M102PPURE STORAGE INC$326,7000.13%5,088CommonNONE
444859102HUMHUMANA INC$321,7130.13%861CommonNONE
204166102CVLTCOMMVAULT SYS INC$320,8230.13%2,639CommonNONE
00206R102TAT&T INC$320,6830.13%16,781CommonNONE
44925C103ICFIICF INTL INC$319,7830.13%2,154CommonNONE
683344105ONTOONTO INNOVATION INC$313,7510.13%1,429CommonNONE
G7S00T104PNRPENTAIR PLC$311,4340.13%4,062CommonNONE
303075105FDSFACTSET RESH SYS INC$309,8770.13%759CommonNONE
53220K504LGNDLIGAND PHARMACEUTICALS INC$308,6440.12%3,663CommonNONE
46429B598INDAISHARES TR$301,4350.12%5,404CommonNONE
589889104MMSIMERIT MED SYS INC$299,6220.12%3,486CommonNONE
110122108BMYBRISTOL-MYERS SQUIBB CO$299,4730.12%7,211CommonNONE
15135B101CNCCENTENE CORP DEL$299,0130.12%4,510CommonNONE
459200101IBMINTERNATIONAL BUSINESS MACHS$297,4740.12%1,720CommonNONE
615394202MOG/AMOOG INC$295,1170.12%1,764CommonNONE
057665200BCPCBALCHEM CORP$294,5060.12%1,913CommonNONE
844741108LUVSOUTHWEST AIRLS CO$292,6800.12%10,230CommonNONE
58933Y105MRKMERCK & CO INC$283,9970.11%2,294CommonNONE
617446448MSMORGAN STANLEY$283,4060.11%2,916CommonNONE
11133T103BRBROADRIDGE FINL SOLUTIONS IN$282,3010.11%1,433CommonNONE
92047W101VVVVALVOLINE INC$277,1710.11%6,416CommonNONE
26922A388DRSKETF SER SOLUTIONS$274,8850.11%10,170CommonNONE
29355X107NPOENPRO INC$274,8360.11%1,888CommonNONE
G0176J109ALLEALLEGION PLC$268,3190.11%2,271CommonNONE
70432V102PAYCPAYCOM SOFTWARE INC$265,6250.11%1,857CommonNONE
830830105SKYSKYLINE CHAMPION CORPORATION$262,1930.11%3,870CommonNONE
72201R833MINTPIMCO ETF TR$261,6900.11%2,600CommonNONE
13100M509CALXCALIX INC$258,6740.10%7,301CommonNONE
58733R102MELIMERCADOLIBRE INC$256,3700.10%156CommonNONE
46434V860TFLOISHARES TR$255,8840.10%5,051CommonNONE
19247A100CNSCOHEN & STEERS INC$255,7740.10%3,525CommonNONE
69343T107PJTPJT PARTNERS INC$249,9200.10%2,316CommonNONE
224441105CXTCRANE NXT CO$248,6280.10%4,048CommonNONE
498894104KNFKNIFE RIVER CORP$247,5940.10%3,530CommonNONE
717081103PFEPFIZER INC$245,2450.10%8,765CommonNONE
88076W103TDCTERADATA CORP DEL$245,0300.10%7,090CommonNONE
74758T303QLYSQUALYS INC$244,7020.10%1,716CommonNONE
921943858VEAVANGUARD TAX-MANAGED FDS$242,9060.10%4,915CommonNONE
842587107SOSOUTHERN CO$242,2120.10%3,122CommonNONE
78454L100SMSM ENERGY CO$242,0020.10%5,598CommonNONE
780259305SHELSHELL PLC$241,5140.10%3,346CommonNONE
45569U101INDIINDIE SEMICONDUCTOR INC$239,8650.10%38,876CommonNONE
084423102WRBBERKLEY W R CORP$236,6040.10%3,011CommonNONE
03076K108ABCBAMERIS BANCORP$230,8550.09%4,585CommonNONE
302941109FCNFTI CONSULTING INC$225,2290.09%1,045CommonNONE
739276103POWIPOWER INTEGRATIONS INC$222,6430.09%3,172CommonNONE
98585X104YETIYETI HLDGS INC$221,2700.09%5,800CommonNONE
58155Q103MCKMCKESSON CORP$215,5110.09%369CommonNONE
679580100ODFLOLD DOMINION FREIGHT LINE IN$215,2750.09%1,219CommonNONE
92346J108VCELVERICEL CORP$212,8830.09%4,640CommonNONE
32020R109FFINFIRST FINL BANKSHARES INC$208,2160.08%7,051CommonNONE
303250104FICOFAIR ISAAC CORP$203,9460.08%137CommonNONE
464288414MUBISHARES TR$203,8300.08%1,913CommonNONE
345370860FFORD MTR CO DEL$194,0090.08%15,471CommonNONE
405552100HLNHALEON PLC$148,0770.06%17,927CommonNONE
539439109LYGLLOYDS BANKING GROUP PLC$61,7610.02%22,623CommonNONE
28106W103EDITEDITAS MEDICINE INC$48,2550.02%10,333CommonNONE
76655K103RGTIRIGETTI COMPUTING INC$40,4830.02%37,835CommonNONE
00973N102AKTSQAKOUSTIS TECHNOLOGIES INC$16,1290.01%122,467CommonNONE
74915M100QVCAUSDQURATE RETAIL INC$14,5660.01%23,120CommonNONE

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.