Gibbs Wealth Management

Q1 2025 13F-HR Holdings

Location
Alpharetta, GA
Holdings as of
3/31/2025
Date filed
11/4/2025
Form type
13F-HR
Num holdings
307
Total value ($000)
$414,831
Net value change ($000)
+46,227 (12.5%)
New positions
36
Sold out positions
14
Turnover %
3.8%
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: 8/13/2025 SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
LLY 2,150 63.4%
SPDW 1,937 20.4%
AON 1,886 227.0%
GOVT 1,651 10.5%
V 1,509 32.1%
SPMB 1,423 13.6%
VCIT 1,276 11.9%
SE 1,187 NEW
SPTL 1,162 15.6%
SPYV 1,150 15.1%
Top Reduces (Value $000, Stocks/ETFs)
NOW -2,706 -65.6%
SECT -954 -7.8%
SPY -953 -44.0%
GOOGL -949 -26.9%
CP -930 -100.0%
SFM -638 -100.0%
ASML -602 -43.8%
Aspen Technology, Inc. -496 -100.0%
NVO -491 -20.6%
VUG -396 -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