Gibson Wealth Advisors LLC Top Holdings and 13F Report (2023) About Gibson Wealth Advisors LLCInvestment ActivityGibson Wealth Advisors LLC has $134.44 million in total holdings as of December 31, 2022.Gibson Wealth Advisors LLC owns shares of 40 different stocks, but just 7 companies or ETFs make up 80% of its holdings.Approximately 3.07% of the portfolio was purchased this quarter.About 1.90% of the portfolio was sold this quarter.This quarter, Gibson Wealth Advisors LLC has purchased 37 new stocks and bought additional shares in 11 stocks.Gibson Wealth Advisors LLC sold shares of 8 stocks and completely divested from 0 stocks this quarter.Largest Holdings Vanguard Total Stock Market ETF $39,644,933Vanguard Total Bond Market ETF $25,715,425Vanguard S&P 500 ETF $17,588,481Vanguard Total International Stock ETF $15,275,882Norfolk Southern $5,812,823 Largest New Holdings this Quarter 94106L109 - Waste Management $457,640 Holding125523100 - Cigna Group $288,596 Holding149123101 - Caterpillar $260,155 Holding Largest Purchases this Quarter Vanguard S&P 500 ETF 3,322 shares (about $1.89M)Vanguard Total Bond Market ETF 7,002 shares (about $515.56K)Waste Management 2,000 shares (about $457.64K)Cigna Group 873 shares (about $288.60K)Caterpillar 670 shares (about $260.16K) Largest Sales this Quarter Vanguard Total Stock Market ETF 6,930 shares (about $2.11M)Vanguard Total International Stock ETF 3,162 shares (about $218.46K)Procter & Gamble 400 shares (about $63.73K)3M 350 shares (about $53.28K)Exxon Mobil 464 shares (about $50.02K) Sector Allocation Over TimeMap of 500 Largest Holdings ofGibson Wealth Advisors LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVTIVanguard Total Stock Market ETF$39,644,933$2,106,235 ▼-5.0%130,44129.5%ETFBNDVanguard Total Bond Market ETF$25,715,425$515,557 ▲2.0%349,25219.1%ETFVOOVanguard S&P 500 ETF$17,588,481$1,886,996 ▲12.0%30,96413.1%ETFVXUSVanguard Total International Stock ETF$15,275,882$218,463 ▼-1.4%221,10111.4%ETFNSCNorfolk Southern$5,812,8230.0%22,7094.3%TransportationXOMExxon Mobil$3,405,864$50,020 ▼-1.4%31,5942.5%EnergyVBVanguard Small-Cap ETF$2,864,555$31,755 ▼-1.1%12,0882.1%ETFVEUVanguard FTSE All-World ex-US ETF$2,810,401$97,267 ▲3.6%41,8092.1%ETFNVDANVIDIA$1,961,7620.0%12,4171.5%Computer and TechnologyCVXChevron$1,818,227$207,626 ▲12.9%12,6981.4%EnergyDUKDuke Energy$1,770,000$236,000 ▲15.4%15,0001.3%UtilitiesRCLRoyal Caribbean Cruises$1,565,7000.0%5,0001.2%Consumer DiscretionaryAAPLApple$1,401,527$205 ▲0.0%6,8311.0%Computer and TechnologyPEPPepsiCo$1,062,9220.0%8,0500.8%Consumer StaplesMRKMerck & Co., Inc.$958,232$7,916 ▲0.8%12,1050.7%MedicalPGProcter & Gamble$957,195$63,728 ▼-6.2%6,0080.7%Consumer StaplesEVERGY INC$868,242$82,440 ▲10.5%12,5960.6%COMSPTMSPDR Portfolio S&P 1500 Composite Stock Market ETF$786,3450.0%10,5000.6%ETFKOCocaCola$707,5000.0%10,0000.5%Consumer StaplesAEPAmerican Electric Power$648,2920.0%6,2480.5%UtilitiesTAT&T$570,436$86,820 ▲18.0%19,7110.4%Computer and TechnologyMUMicron Technology$494,043$123 ▲0.0%4,0080.4%Computer and TechnologyAMZNAmazon.com$466,2040.0%2,1250.3%Retail/WholesaleWMWaste Management$457,640$457,640 ▲New Holding2,0000.3%Business ServicesIBMInternational Business Machines$442,1700.0%1,5000.3%Computer and TechnologyBRK.BBerkshire Hathaway$425,0490.0%8750.3%FinanceMMM3M$411,048$53,284 ▼-11.5%2,7000.3%Multi-Sector ConglomeratesTXNTexas Instruments$385,5500.0%1,8570.3%Computer and TechnologyOCOwens Corning$329,9490.0%2,3990.2%ConstructionBPBP$320,5200.0%10,7090.2%EnergyVDEVanguard Energy ETF$297,8000.0%2,5000.2%ETFCCLCarnival$292,1670.0%10,3900.2%Consumer DiscretionarySBSISouthside Bancshares$290,0620.0%9,8560.2%FinanceCICigna Group$288,596$288,596 ▲New Holding8730.2%MedicalCATCaterpillar$260,155$260,155 ▲New Holding6700.2%IndustrialsBACBank of America$257,661$5,915 ▲2.3%5,4450.2%FinanceVOVanguard Mid-Cap ETF$242,333$27,983 ▼-10.4%8660.2%ETFENBEnbridge$226,6000.0%5,0000.2%EnergyMCDMcDonald's$200,7210.0%6870.1%Retail/WholesaleFLOFlowers Foods$161,750$5,156 ▼-3.1%18,8220.1%Consumer StaplesShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
MarketBeat All Access