Gibbs Wealth Management

Q1 2024 13F-HR Holdings

Location
Alpharetta, GA
Holdings as of
3/31/2024
Date filed
11/4/2025
Form type
13F-HR
Num holdings
192
Total value ($000)
$173,979
Net value change ($000)
—
New positions
192
Sold out positions
0
Turnover %
100.0%
Sector allocation + QoQ delta (equities-only)

Holdings aggregated across other managers listed in the original SEC filing. View detailed breakdown

Prev filing: — Next filing: 11/4/2025 SEC filing

Snapshot: Change Analysis

Compared to previous filing: —
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
SECT 12,899 —
GOVT 10,001 —
SPMB 8,150 —
SHYG 7,523 —
SPSB 5,243 —
VCIT 5,234 —
AMZN 5,009 —
MSFT 4,041 —
SPDW 3,303 —
SPTL 3,027 —
Top Reduces (Value $000, Stocks/ETFs)
—
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type