Gimbal Financial Top Holdings and 13F Report (2025) About Gimbal FinancialInvestment ActivityGimbal Financial has $162.75 million in total holdings as of June 30, 2025.Gimbal Financial owns shares of 47 different stocks, but just 9 companies or ETFs make up 80% of its holdings.Approximately 68.15% of the portfolio was purchased this quarter.About 37.88% of the portfolio was sold this quarter.This quarter, Gimbal Financial has purchased 40 new stocks and bought additional shares in 16 stocks.Gimbal Financial sold shares of 11 stocks and completely divested from 7 stocks this quarter.Largest Holdings iShares Core S&P 500 ETF $24,330,448iShares Expanded Tech-Software Sector ETF $16,095,929Invesco S&P 500 Pure Growth ETF $16,008,725Invesco S&P MidCap Momentum ETF $15,711,061FIDELITY WISE ORIGIN BITCOIN $15,651,685 Largest New Holdings this Quarter 464287515 - iShares Expanded Tech-Software Sector ETF $16,095,929 Holding46137V266 - Invesco S&P 500 Pure Growth ETF $16,008,725 Holding46137V464 - Invesco S&P MidCap Momentum ETF $15,711,061 Holding315948109 - FIDELITY WISE ORIGIN BITCOIN $15,651,685 Holding464287580 - iShares U.S. Consumer Discretionary ETF $15,556,188 Holding Largest Purchases this Quarter iShares Expanded Tech-Software Sector ETF 146,995 shares (about $16.10M)Invesco S&P 500 Pure Growth ETF 349,765 shares (about $16.01M)Invesco S&P MidCap Momentum ETF 122,141 shares (about $15.71M)FIDELITY WISE ORIGIN BITCOIN 166,525 shares (about $15.65M)iShares U.S. Consumer Discretionary ETF 156,124 shares (about $15.56M) Largest Sales this Quarter iShares Core Dividend Growth ETF 291,582 shares (about $18.64M)Pacer Trendpilot US Large Cap ETF 29,487 shares (about $1.50M)Pacer Trendpilot 100 ETF 14,256 shares (about $1.02M)Eli Lilly and Company 835 shares (about $650.91K)Fidelity NASDAQ Composite Index ETF 1,881 shares (about $150.69K) Sector Allocation Over TimeMap of 500 Largest Holdings ofGimbal Financial Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorIVViShares Core S&P 500 ETF$24,330,448$5,633,393 ▲30.1%39,18614.9%ETFIGViShares Expanded Tech-Software Sector ETF$16,095,929$16,095,929 ▲New Holding146,9959.9%ETFRPGInvesco S&P 500 Pure Growth ETF$16,008,725$16,008,725 ▲New Holding349,7659.8%ETFXMMOInvesco S&P MidCap Momentum ETF$15,711,061$15,711,061 ▲New Holding122,1419.7%ETFFIDELITY WISE ORIGIN BITCOIN$15,651,685$15,651,685 ▲New Holding166,5259.6%SHSIYCiShares U.S. Consumer Discretionary ETF$15,556,188$15,556,188 ▲New Holding156,1249.6%ETFLLYEli Lilly and Company$13,376,735$650,908 ▼-4.6%17,1608.2%MedicalIDViShares International Select Dividend ETF$12,861,526$12,861,526 ▲New Holding372,6907.9%ETFFUTYFidelity MSCI Utilities Index ETF$8,882,388$8,882,388 ▲New Holding168,8675.5%ETFPTNQPacer Trendpilot 100 ETF$2,744,930$1,017,439 ▼-27.0%38,4611.7%ETFPTLCPacer Trendpilot US Large Cap ETF$2,558,444$1,496,753 ▼-36.9%50,4031.6%ETFPTEUPacer Trendpilot European Index ETF$1,686,514$1,686,514 ▲New Holding58,6761.0%ETFPTMCPacer Trendpilot US Mid Cap ETF$1,658,309$1,000,992 ▲152.3%47,5431.0%ETFMSFTMicrosoft$1,472,351$19,399 ▲1.3%2,9600.9%Computer and TechnologyTXNTexas Instruments$1,068,620$2,699 ▼-0.3%5,1470.7%Computer and TechnologyAAPLApple$799,157$51,704 ▼-6.1%3,8950.5%Computer and TechnologyOEFiShares S&P 100 ETF$775,5990.0%2,5480.5%ETFJNJJohnson & Johnson$742,363$16,039 ▼-2.1%4,8600.5%MedicalWMTWalmart$714,431$3,422 ▲0.5%7,3070.4%Retail/WholesaleJPMJPMorgan Chase & Co.$662,343$15,073 ▲2.3%2,2850.4%FinanceCSCOCisco Systems$585,151$1,388 ▲0.2%8,4340.4%Computer and TechnologyABBVAbbVie$549,330$743 ▲0.1%2,9590.3%MedicalVIGVanguard Dividend Appreciation ETF$518,943$55,046 ▼-9.6%2,5360.3%ETFJPINJPMorgan Diversified Return International Equity ETF$509,5770.0%7,9460.3%ETFHONHoneywell International$507,678$1,164 ▲0.2%2,1800.3%Multi-Sector ConglomeratesGOOGLAlphabet$489,271$9,341 ▲1.9%2,7760.3%Computer and TechnologySPYSPDR S&P 500 ETF Trust$486,414$3,708 ▲0.8%7870.3%FinanceAMZNAmazon.com$401,050$401,050 ▲New Holding1,8280.2%Retail/WholesaleJPSTJPMorgan Ultra-Short Income ETF$398,446$398,446 ▲New Holding7,8620.2%ETFCALUMET INC$386,7060.0%24,5450.2%COMABTAbbott Laboratories$379,381$544 ▲0.1%2,7890.2%MedicalHDHome Depot$354,173$733 ▲0.2%9660.2%Retail/WholesaleVOVanguard Mid-Cap ETF$350,3470.0%1,2520.2%ETFEMREmerson Electric$293,859$933 ▼-0.3%2,2040.2%IndustrialsMINTPIMCO Enhanced Short Maturity Exchange-Traded Fund$293,562$293,562 ▲New Holding2,9200.2%ETFCLColgate-Palmolive$292,880$909 ▲0.3%3,2220.2%Consumer StaplesCGGOCapital Group Global Growth Equity ETF$287,091$71,613 ▼-20.0%8,9800.2%ETFAMGNAmgen$277,256$1,396 ▲0.5%9930.2%MedicalNVSNovartis$266,852$242 ▲0.1%2,2050.2%MedicalVTVVanguard Value ETF$265,1100.0%1,5000.2%ETFRSPInvesco S&P 500 Equal Weight ETF$258,266$258,266 ▲New Holding1,4210.2%ETFIJRiShares Core S&P Small-Cap ETF$246,7770.0%2,2580.2%ETFIEMGiShares Core MSCI Emerging Markets ETF$215,508$215,508 ▲New Holding3,5900.1%ETFDGROiShares Core Dividend Growth ETF$210,275$18,641,656 ▼-98.9%3,2890.1%ETFONEQFidelity NASDAQ Composite Index ETF$202,766$150,693 ▼-42.6%2,5310.1%ETFVTIVanguard Total Stock Market ETF$202,454$202,454 ▲New Holding6660.1%ETFBTUPeabody Energy$167,940$953 ▲0.6%12,5140.1%EnergyIAUiShares Gold Trust$0$17,604,615 ▼-100.0%00.0%FinanceSLViShares Silver Trust$0$13,749,705 ▼-100.0%00.0%ETFIYFiShares U.S. Financials ETF$0$4,554,508 ▼-100.0%00.0%ETFFXIiShares China Large-Cap ETF$0$2,867,057 ▼-100.0%00.0%ETFCGDVCapital Group Dividend Value ETF$0$292,882 ▼-100.0%00.0%ETFSCHDSchwab US Dividend Equity ETF$0$220,185 ▼-100.0%00.0%ETFBRK.BBerkshire Hathaway$0$211,967 ▼-100.0%00.0%FinanceShowing 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. 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