Gibbs Wealth Management

Q3 2024 13F-HR Holdings

Location
Alpharetta, GA
Holdings as of
9/30/2024
Date filed
11/4/2025
Form type
13F-HR
Num holdings
259
Total value ($000)
$308,541
Net value change ($000)
+61,441 (24.9%)
New positions
36
Sold out positions
9
Turnover %
4.8%
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 Q2 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)
AAPL 3,088 97.3%
SPDW 2,740 55.4%
SPYV 2,511 53.9%
SPYG 2,505 48.6%
GOVT 2,282 20.0%
ORCL 2,216 146.7%
SPMB 2,122 29.2%
SPTL 1,744 23.3%
VCIT 1,714 24.4%
SHYG 1,628 21.6%
Top Reduces (Value $000, Stocks/ETFs)
CRM -2,018 -87.5%
NFLX -705 -25.8%
GOOGL -564 -18.1%
SHY -538 -100.0%
BBJP -503 -100.0%
NKE -489 -69.3%
SECT -456 -3.6%
LW -432 -100.0%
WWD -368 -100.0%
XHLF -323 -35.2%
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