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Gibson Wealth Advisors LLC Top Holdings and 13F Report (2023)

About Gibson Wealth Advisors LLC

Investment Activity

  • Gibson Wealth Advisors LLC has $160.30 million in total holdings as of December 31, 2022.
  • Gibson Wealth Advisors LLC owns shares of 30 different stocks, but just 5 companies or ETFs make up 80% of its holdings.
  • Approximately 1.10% of the portfolio was purchased this quarter.
  • About 2.35% of the portfolio was sold this quarter.
  • This quarter, Gibson Wealth Advisors LLC has purchased 37 new stocks and bought additional shares in 6 stocks.
  • Gibson Wealth Advisors LLC sold shares of 9 stocks and completely divested from 8 stocks this quarter.

Largest New Holdings this Quarter

007903107 - Advanced Micro Devices
$220,746 Holding

Largest Purchases this Quarter

Vanguard Total Bond Market ETF
13,729 shares (about $1.01M)
Berkshire Hathaway
600 shares (about $300.23K)
Advanced Micro Devices
380 shares (about $220.75K)
Vanguard Mid-Cap ETF
2,646 shares (about $213.20K)
NVIDIA
135 shares (about $27.01K)

Largest Sales this Quarter

Chevron
2,000 shares (about $331.52K)
Duke Energy
2,000 shares (about $253.16K)
Vanguard Total Stock Market ETF
674 shares (about $249.53K)
Vanguard S&P 500 ETF
281 shares (about $192.99K)
Vanguard Total International Stock ETF
1,588 shares (about $135.82K)

Sector Allocation Over Time

Map of 500 Largest Holdings ofGibson Wealth Advisors LLC

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$51,714,416$249,526 â–¼-0.5%139,68732.3%ETF
Vanguard Total Bond Market ETF stock logo
BND
Vanguard Total Bond Market ETF
$31,564,098$1,008,308 â–²3.3%429,77319.7%ETF
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$20,100,181$192,994 â–¼-1.0%29,26612.5%ETF
Vanguard Total International Stock ETF stock logo
VXUS
Vanguard Total International Stock ETF
$19,829,777$135,823 â–¼-0.7%231,84312.4%ETF
Norfolk Southern Corporation stock logo
NSC
Norfolk Southern
$7,144,0240.0%22,7094.5%Industrials
Vanguard FTSE All-World ex-US ETF stock logo
VEU
Vanguard FTSE All-World ex-US ETF
$3,462,644$36,934 â–¼-1.1%41,3452.2%ETF
Vanguard Small-Cap ETF stock logo
VB
Vanguard Small-Cap ETF
$3,396,345$96,389 â–¼-2.8%11,2052.1%ETF
ExxonMobil Corporation stock logo
XOM
ExxonMobil
$2,948,2300.0%21,5641.8%Energy
NVIDIA Corporation stock logo
NVDA
NVIDIA
$2,511,530$27,012 â–²1.1%12,5521.6%Technology
Apple Inc. stock logo
AAPL
Apple
$1,977,691$289 â–²0.0%6,8351.2%Technology
Chevron Corporation stock logo
CVX
Chevron
$1,773,300$331,520 â–¼-15.8%10,6981.1%Energy
Duke Energy Corporation stock logo
DUK
Duke Energy
$1,645,540$253,160 â–¼-13.3%13,0001.0%Utilities
Merck & Co., Inc. stock logo
MRK
Merck & Co., Inc.
$1,555,4930.0%12,1051.0%Healthcare
PepsiCo, Inc. stock logo
PEP
PepsiCo
$1,089,9700.0%8,0500.7%Consumer Staples
EVERGY INC
$985,302$103,370 â–¼-9.5%11,4000.6%COM
SPDR Portfolio S&P 1500 Composite Stock Market ETF stock logo
SPTM
SPDR Portfolio S&P 1500 Composite Stock Market ETF
$953,2950.0%10,5000.6%ETF
Procter & Gamble Company (The) stock logo
PG
Procter & Gamble
$881,0130.0%6,0080.5%Consumer Staples
Micron Technology, Inc. stock logo
MU
Micron Technology
$859,0300.0%7440.5%Technology
American Electric Power Company, Inc. stock logo
AEP
American Electric Power
$854,7890.0%6,2480.5%Utilities
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$838,153$300,234 â–²55.8%1,6750.5%Finance
CocaCola Company (The) stock logo
KO
CocaCola
$812,7000.0%10,0000.5%Consumer Staples
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$524,3480.0%2,2000.3%Consumer Discretionary
Texas Instruments Incorporated stock logo
TXN
Texas Instruments
$484,6620.0%1,6260.3%Technology
3M Company stock logo
MMM
3M
$437,1570.0%2,7000.3%Industrials
International Business Machines Corporation stock logo
IBM
International Business Machines
$421,8150.0%1,5000.3%Technology
AT&T Inc. stock logo
T
AT&T
$397,854$103,314 â–¼-20.6%19,2200.2%Communication Services
SOUTHSIDE BANCSHARES INC
$346,8330.0%9,8560.2%COM
ProShares Ultra S&P500 stock logo
SSO
ProShares Ultra S&P500
$289,801$472 â–²0.2%4,3010.2%ETF
Vanguard Mid-Cap ETF stock logo
VO
Vanguard Mid-Cap ETF
$282,982$213,203 â–²305.5%3,5120.2%ETF
Advanced Micro Devices, Inc. stock logo
AMD
Advanced Micro Devices
$220,746$220,746 â–²New Holding3800.1%Technology
Waste Management, Inc. stock logo
WM
Waste Management
$0$459,580 â–¼-100.0%00.0%Industrials
Vanguard Energy ETF stock logo
VDE
Vanguard Energy ETF
$0$432,600 â–¼-100.0%00.0%ETF
Enbridge Inc stock logo
ENB
Enbridge
$0$270,700 â–¼-100.0%00.0%Energy
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$0$246,884 â–¼-100.0%00.0%Healthcare
Devon Energy Corporation stock logo
DVN
Devon Energy
$0$230,969 â–¼-100.0%00.0%Energy
Southern Company (The) stock logo
SO
Southern
$0$215,433 â–¼-100.0%00.0%Utilities
McDonald's Corporation stock logo
MCD
McDonald's
$0$213,513 â–¼-100.0%00.0%Consumer Discretionary
Pinnacle West Capital Corporation stock logo
PNW
Pinnacle West Capital
$0$201,500 â–¼-100.0%00.0%Utilities

Showing largest 100 holdings. View all holdings.
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