Gibbs Wealth Management

Q2 2024 13F-HR Holdings

Location
Alpharetta, GA
Holdings as of
6/30/2024
Date filed
11/4/2025
Form type
13F-HR
Num holdings
232
Total value ($000)
$247,100
Net value change ($000)
+73,121 (42.0%)
New positions
59
Sold out positions
19
Turnover %
15.3%
Sector allocation + QoQ delta (equities-only)

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

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

Snapshot: Change Analysis

Compared to Q1 2024
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)
SPTL 4,446 146.9%
CSMD 3,251 NEW
SPYG 3,196 163.6%
JMBS 2,794 NEW
SPYV 2,556 121.4%
AMZN 2,201 43.9%
MSFT 2,097 51.9%
SLYG 1,929 348.8%
JBBB 1,875 NEW
PHYL 1,825 NEW
Top Reduces (Value $000, Stocks/ETFs)
SPSB -2,001 -38.2%
MDYG -1,005 -100.0%
MDYV -966 -100.0%
DGRW -897 -100.0%
SPMB -878 -10.8%
ADSK -766 -100.0%
JPM -704 -100.0%
SLYV -545 -100.0%
DFH -531 -100.0%
SONY -518 -100.0%
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.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type