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Size ($ in 1000's)
At 12/31/2023: $99,717
At 09/30/2023: $0
Gimbal Financial holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Gimbal Financial 13F filings.
Link to 13F filings: SEC filings
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As of 12/31/2023, below is a summary of the Gimbal Financial top holdings by largest position size, as per the latest 13f filing made by Gimbal Financial.
In the Gimbal Financial-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares
held by Gimbal Financial in that top holding, then the share count change between reporting periods, and finally the Gimbal Financial top holding position size
for that row.
| Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size
($ in 1000's) |
|---|
| ISHARES TR (IVV) |
41,311 |
+41,311 |
$19,731 | | IVV | 41,311 | +41,311 | $19,731 | | ISHARES TR (IGV) |
33,261 |
+33,261 |
$13,492 | | IGV | 33,261 | +33,261 | $13,492 | | ISHARES TR (IXN) |
193,798 |
+193,798 |
$13,213 | | IXN | 193,798 | +193,798 | $13,213 | | ISHARES TR (IVW) |
167,621 |
+167,621 |
$12,588 | | IVW | 167,621 | +167,621 | $12,588 | | ELI LILLY & CO |
18,785 |
+18,785 |
$10,950 | | LLY | 18,785 | +18,785 | $10,950 | | ISHARES TR (IWM) |
32,212 |
+32,212 |
$6,465 | | IWM | 32,212 | +32,212 | $6,465 | | ISHARES TR (SOXX) |
3,683 |
+3,683 |
$2,122 | | SOXX | 3,683 | +3,683 | $2,122 | | FIDELITY COVINGTON TRUST |
43,033 |
+43,033 |
$1,917 | | FCOM | 43,033 | +43,033 | $1,917 | | ISHARES TR (IHI) |
33,416 |
+33,416 |
$1,803 | | IHI | 33,416 | +33,416 | $1,803 | | PACER FDS TR |
38,791 |
+38,791 |
$1,678 | | PTLC | 38,791 | +38,791 | $1,678 | | PACER FDS TR |
24,096 |
+24,096 |
$1,574 | | PTNQ | 24,096 | +24,096 | $1,574 | | MICROSOFT CORP |
3,720 |
+3,720 |
$1,399 | | MSFT | 3,720 | +3,720 | $1,399 | | ISHARES TR (IRBO) |
29,021 |
+29,021 |
$1,001 | | IRBO | 29,021 | +29,021 | $1,001 | | APPLE INC |
5,092 |
+5,092 |
$980 | | AAPL | 5,092 | +5,092 | $980 | | TEXAS INSTRS INC |
5,431 |
+5,431 |
$926 | | TXN | 5,431 | +5,431 | $926 | | JOHNSON & JOHNSON |
5,060 |
+5,060 |
$793 | | JNJ | 5,060 | +5,060 | $793 | | VANGUARD SPECIALIZED FUNDS (VIG) |
3,665 |
+3,665 |
$625 | | VIG | 3,665 | +3,665 | $625 | | ISHARES TR (OEF) |
2,548 |
+2,548 |
$569 | | OEF | 2,548 | +2,548 | $569 | | ALPHABET INC |
3,862 |
+3,862 |
$539 | | GOOGL | 3,862 | +3,862 | $539 | | SPDR S&P 500 ETF TR (SPY) |
1,121 |
+1,121 |
$533 | | SPY | 1,121 | +1,121 | $533 | | CALUMET SPECIALTY PRODS PART |
27,045 |
+27,045 |
$483 | | CLMT | 27,045 | +27,045 | $483 | | CISCO SYS INC |
9,151 |
+9,151 |
$462 | | CSCO | 9,151 | +9,151 | $462 | | HONEYWELL INTL INC |
2,171 |
+2,171 |
$455 | | HON | 2,171 | +2,171 | $455 | | ABBVIE INC |
2,922 |
+2,922 |
$453 | | ABBV | 2,922 | +2,922 | $453 | | INTEL CORP |
8,901 |
+8,901 |
$447 | | INTC | 8,901 | +8,901 | $447 | | HOME DEPOT INC |
1,154 |
+1,154 |
$400 | | HD | 1,154 | +1,154 | $400 | | WALMART INC |
2,507 |
+2,507 |
$395 | | WMT | 2,507 | +2,507 | $395 | | ABBOTT LABS |
2,903 |
+2,903 |
$320 | | ABT | 2,903 | +2,903 | $320 | | JPMORGAN CHASE & CO |
1,774 |
+1,774 |
$302 | | JPM | 1,774 | +1,774 | $302 | | PEABODY ENERGY CORP |
12,216 |
+12,216 |
$297 | | BTU | 12,216 | +12,216 | $297 | | AMGEN INC |
1,002 |
+1,002 |
$289 | | AMGN | 1,002 | +1,002 | $289 | | CAPITAL GROUP GBL GROWTH EQT |
11,220 |
+11,220 |
$289 | | CGGO | 11,220 | +11,220 | $289 | | INVESCO QQQ TR |
703 |
+703 |
$288 | | QQQ | 703 | +703 | $288 | | UNITED PARCEL SERVICE INC |
1,785 |
+1,785 |
$281 | | UPS | 1,785 | +1,785 | $281 | | FIDELITY COMWLTH TR |
4,560 |
+4,560 |
$270 | | ONEQ | 4,560 | +4,560 | $270 | | COLGATE PALMOLIVE CO |
3,210 |
+3,210 |
$256 | | CL | 3,210 | +3,210 | $256 | | CAPITAL GROUP DIVIDEND VALUE |
8,217 |
+8,217 |
$245 | | CGDV | 8,217 | +8,217 | $245 | | EMERSON ELEC CO |
2,374 |
+2,374 |
$231 | | EMR | 2,374 | +2,374 | $231 | | NOVARTIS AG |
2,243 |
+2,243 |
$226 | | NVS | 2,243 | +2,243 | $226 | | NIKE INC |
2,019 |
+2,019 |
$219 | | NKE | 2,019 | +2,019 | $219 |
See Full List: All Stocks Held By Gimbal Financial
— Including:
• Biggest new positions
• Biggest exits
See Details: Top 10 Stocks Held By Gimbal Financial
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