Gimbal Financial Top Holdings and 13F Report (2024) → Protect Yourself While There’s Still Time … (From Weiss Ratings) (Ad) About Gimbal FinancialInvestment ActivityGimbal Financial has $99.72 million in total holdings as of December 31, 2023.Gimbal Financial owns shares of 41 different stocks, but just 8 companies or ETFs make up 80% of its holdings.Largest Holdings iShares Core S&P 500 ETF $19,731,360iShares Expanded Tech-Software Sector ETF $13,491,992iShares Global Tech ETF $13,213,125iShares S&P 500 Growth ETF $12,588,312Eli Lilly and Company $10,950,209 Sector AllocationMap of 500 Largest Holdings ofGimbal Financial Selling Neutral Buying Latest 13F HoldingsIssuer NameHoldings ValueShares Held% of PortfolioSectorIVViShares Core S&P 500 ETF$19,731,36041,31119.8%ETFIGViShares Expanded Tech-Software Sector ETF$13,491,99233,26113.5%ETFIXNiShares Global Tech ETF$13,213,125193,79813.3%ETFIVWiShares S&P 500 Growth ETF$12,588,312167,62112.6%ETFLLYEli Lilly and Company$10,950,20918,78511.0%MedicalIWMiShares Russell 2000 ETF$6,465,21232,2126.5%FinanceSOXXiShares Semiconductor ETF$2,121,9353,6832.1%ETFFCOMFidelity MSCI Communication Services Index ETF$1,916,89643,0331.9%ETFIHIiShares U.S. Medical Devices ETF$1,803,46233,4161.8%ETFPTLCPacer Trendpilot US Large Cap ETF$1,678,47438,7911.7%ETFPTNQPacer Trendpilot 100 ETF$1,574,17324,0961.6%ETFMSFTMicrosoft$1,399,0403,7201.4%Computer and TechnologyIRBOiShares Robotics and Artificial Intelligence Multisector ETF$1,001,24029,0211.0%ManufacturingAAPLApple$980,3225,0921.0%Computer and TechnologyTXNTexas Instruments$925,7685,4310.9%Computer and TechnologyJNJJohnson & Johnson$793,0435,0600.8%MedicalVIGVanguard Dividend Appreciation ETF$624,5323,6650.6%ETFOEFiShares S&P 100 ETF$569,2362,5480.6%ETFGOOGLAlphabet$539,4833,8620.5%Communication ServicesSPYSPDR S&P 500 ETF Trust$532,9061,1210.5%FinanceCLMTCalumet Specialty Products Partners$483,29427,0450.5%Oils/EnergyCSCOCisco Systems$462,3099,1510.5%Computer and TechnologyHONHoneywell International$455,2802,1710.5%Multi-Sector ConglomeratesABBVAbbVie$452,7712,9220.5%MedicalINTCIntel$447,2528,9010.4%Computer and TechnologyHDHome Depot$399,9181,1540.4%Retail/WholesaleWMTWalmart$395,2902,5070.4%Retail/WholesaleABTAbbott Laboratories$319,5232,9030.3%MedicalJPMJPMorgan Chase & Co.$301,7511,7740.3%FinanceBTUPeabody Energy$297,09612,2160.3%Oils/EnergyCGGOCapital Group Global Growth Equity ETF$288,69111,2200.3%ETFAMGNAmgen$288,5961,0020.3%MedicalQQQInvesco QQQ$287,7547030.3%FinanceUPSUnited Parcel Service$280,6561,7850.3%TransportationONEQFidelity NASDAQ Composite Index ETF$270,1634,5600.3%ETFCLColgate-Palmolive$255,8693,2100.3%Consumer StaplesCGDVCapital Group Dividend Value ETF$245,2108,2170.2%ETFEMREmerson Electric$231,0612,3740.2%Industrial ProductsNVSNovartis$226,4542,2430.2%MedicalNKENIKE$219,1612,0190.2%Consumer DiscretionaryKOCoca-Cola$211,4413,5880.2%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 Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools: Best-in-Class Portfolio Monitoring View the latest news, buy/sell ratings, SEC filings and insider transactions for your stocks. Compare your portfolio performance to leading indices and get personalized stock ideas based on your portfolio. Stock Ideas and Recommendations Get daily stock ideas from top-performing Wall Street analysts. Get short term trading ideas from the MarketBeat Idea Engine. View which stocks are hot on social media with MarketBeat's trending stocks report. Advanced Stock Screeners and Research Tools Identify stocks that meet your criteria using seven unique stock screeners. See what's happening in the market right now with MarketBeat's real-time news feed. Export data to Excel for your own analysis. Start Your 30-Day Free Trial 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 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.
