Gibbs Wealth Management

Q4 2024 13F-HR Holdings

Location
Alpharetta, GA
Holdings as of
12/31/2024
Date filed
11/4/2025
Form type
13F-HR
Num holdings
285
Total value ($000)
$368,604
Net value change ($000)
+60,063 (19.5%)
New positions
38
Sold out positions
12
Turnover %
4.5%
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 Q3 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)
SPYG 7,371 96.3%
LLY 2,717 404.3%
GOVT 1,977 14.4%
VCIT 1,944 22.2%
SPDW 1,823 23.7%
SPSM 1,756 77.0%
AAPL 1,497 23.9%
AMZN 1,495 20.7%
SHYG 1,333 14.5%
V 1,274 37.1%
Top Reduces (Value $000, Stocks/ETFs)
SPTL -1,761 -19.1%
IMCB -1,550 -100.0%
CSMD -1,234 -36.6%
HLN -858 -100.0%
JMBS -667 -22.8%
ICLR -625 -52.5%
JQUA -572 -20.2%
CVS -538 -46.8%
UNH -477 -31.0%
FIX -477 -68.1%
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