Gibbs Wealth Management

CIK 2081110 · Lihat di SEC EDGAR ↗

Nilai Portofolio
$431.8M
#4.177 dari 9.443 berdasarkan nilai 13F · top 44.2%
Posisi
328
Per tanggal
30 Sep. 2025 Data per Q3 2025

Nilai portofolio QoQ: -16.9% 13F tidak mengungkapkan kas

Bobot 10 kepemilikan teratas
27,52%
Bobot 25 kepemilikan teratas
45,52%
Posisi di atas 1%
21
Jumlah posisi efektif
84,7

Berdasarkan kepemilikan ekuitas jangka panjang 13F saja (kas, obligasi, posisi jual tidak diungkapkan)

Perputaran Q3 2025: 4,16% Perkiraan pembelian $19.777.507 · penjualan $132.980.808

Kepemilikan median: 4,0 kuartal Dilacak Q4 2024–Q3 2025 · 80,2% masih dipegang

Posisi baru
19
Meningkat
31
Menurun
274
Tertutup
58
Di halaman ini

Rincian sektor

Technology
17,1%
Industrials
8,7%
Healthcare
7,9%
Financial Services
4,7%
Retail
4,1%
Communication Services
3,9%
Financials
3,9%
Consumer Discretionary
2,1%
Energy
1,9%
Materials
1,4%
Consumer Staples
1,4%
Utilities
1,1%
Telecommunication
0,8%
Consumer products
0,7%
Communications
0,6%
Real Estate
0,5%
Diversified Consumer Services
0,2%
Logistics & Transportation
0,1%
Lainnya/Tidak terpetakan
38,8%

Portofolio lengkap 328 posisi

Tipe Rentetan Tren 8 kuartal
SPYG $18.445.452 4,27% 176.495 $-5.496.543 Turun ×1
SPDW $14.032.562 3,25% 327.940 $-1.856.734 Turun ×1
GOVT $13.108.411 3,04% 566.973 $-6.350.815 Turun ×1
SHYG $12.955.998 3,00% 299.215 $428.422 Naik ×3
SPYV $10.865.865 2,52% 196.383 $-850.070 Turun ×1
SPMB $10.862.011 2,52% 484.047 $-2.431.471 Turun ×1
VCIT Vanguard Intermediate-Term Corporate Bond ETF $10.184.200 2,36% 121.082 $-3.447.289 Turun ×1
MSFT Microsoft Corporation - Common Stock $10.049.835 2,33% 19.403 $-1.594.994 Turun ×1
SPTL $9.691.967 2,24% 359.628 $325.868 Naik ×3
NVDA NVIDIA Corporation - Common Stock $8.642.835 2,00% 46.322 $1.928.257 Naik ×3
ORCL Oracle Corporation Common Stock $8.489.004 1,97% 30.184 $-714.294 Turun ×1
AMZN Amazon.com, Inc. - Common Stock $7.747.308 1,79% 35.284 $-2.190.868 Turun ×2
BIL $6.133.317 1,42% 66.848 $-688.893 Turun ×1
SPSM $5.603.177 1,30% 120.967 $-431.441 Turun ×1
SPEM $5.361.949 1,24% 114.547 $-997.286 Turun ×1
V Visa Inc. $5.272.584 1,22% 15.445 $-1.811.643 Turun ×1
SHOP Shopify Inc. - Class A Subordinate Voting Shares $5.110.995 1,18% 34.392 $505.873 Turun ×1
AAPL Apple Inc. - Common Stock $5.005.716 1,16% 19.659 $-82.682 Turun ×2
SPSB $4.880.281 1,13% 161.119 $-1.162.226 Turun ×1
LLY Eli Lilly and Company Common Stock $4.789.539 1,11% 6.277 $-745.421 Turun ×1
GOOGL Alphabet Inc. - Class A Common Stock $4.532.969 1,05% 18.647 $540.384 Turun ×1
AVGO Broadcom Inc. - Common Stock $4.283.651 0,99% 12.984 $3.335.913 Naik ×3
MA Mastercard Incorporated Common Stock $4.171.870 0,97% 7.334 $-685.834 Turun ×1
GOOG Alphabet Inc. - Class C Capital Stock $3.264.663 0,76% 13.404 $-288.448 Turun ×1
NFLX Netflix, Inc. - Common Stock $3.047.655 0,71% 2.542 $-1.599.057 Turun ×1
VZ Verizon Communications Inc. Common Stock $3.045.864 0,71% 69.303 $605.977 Naik ×3
USHY $3.026.777 0,70% 80.116 $-615.533 Turun ×1
RTX RTX Corporation Common Stock $2.907.177 0,67% 17.374 $-351.667 Turun ×1
TSLA Tesla, Inc. - Common Stock $2.875.115 0,67% 6.465 $26.956 Turun ×1
META Meta Platforms, Inc. - Class A Common Stock $2.743.766 0,64% 3.736 $-516.471 Turun ×1
JQUA $2.475.273 0,57% 39.346 $-1.063.512 Turun ×1
JMBS $2.345.977 0,54% 51.368 $-342.430 Turun ×1
SAP SAP SE ADS $2.329.002 0,54% 8.716 $-1.020.098 Turun ×1
CSMD $2.288.064 0,53% 68.690 $-138.994 Turun ×1
AEM Agnico Eagle Mines Limited Common Stock $2.207.462 0,51% 13.096 $90.370 Turun ×2
ZTS Zoetis Inc. Class A Common Stock $2.167.467 0,50% 14.813 $-545.702 Turun ×1
MSCI MSCI Inc. Common Stock $2.147.210 0,50% 3.784 $-365.673 Turun ×1
BRKB $2.134.634 0,49% 4.246 $-345.220 Turun ×1
HLI Houlihan Lokey, Inc. Class A Common Stock $2.131.090 0,49% 10.379 $897.490 Naik ×3
ABT Abbott Laboratories Common Stock $2.092.997 0,48% 15.626 $-2.483.507 Turun ×1
JAAA $1.988.702 0,46% 39.163 $-553.723 Turun ×1
AON Aon plc Class A Ordinary Shares (Ireland) $1.971.887 0,46% 5.530 $-866.506 Turun ×1
CSCO Cisco Systems, Inc. - Common Stock $1.858.708 0,43% 27.166 $-499.188 Turun ×3
SBUX Starbucks Corporation - Common Stock $1.846.407 0,43% 21.825 $-398.985 Turun ×1
NOW ServiceNow, Inc. Common Stock $1.804.669 0,42% 1.961 $-558.758 Turun ×1
BA Boeing Company (The) Common Stock $1.804.123 0,42% 8.359 $-446.229 Turun ×1
JPM JP Morgan Chase & Co. Common Stock $1.762.834 0,41% 5.589 $-393.420 Turun ×1
JBBB $1.747.883 0,40% 36.286 $-382.254 Turun ×1
PHYL $1.740.739 0,40% 48.692 $-269.985 Turun ×1
MDT Medtronic plc. Ordinary Shares $1.739.178 0,40% 18.261 $-164.518 Turun ×2
PEP PepsiCo, Inc. - Common Stock $1.731.102 0,40% 12.326 $149.935 Naik ×3
RY Royal Bank Of Canada Common Stock $1.719.961 0,40% 11.675 $123.596 Turun ×1
SLYG $1.710.516 0,40% 18.137 $-4.286.674 Turun ×1
STRL Sterling Infrastructure, Inc. - Common Stock $1.675.981 0,39% 4.934 $231.386 Turun ×1
SE Sea Limited American Depositary Shares, each representing one Class A Ordinary Share $1.656.470 0,38% 9.268 $-202.024 Turun ×1
WFC Wells Fargo & Company Common Stock $1.642.925 0,38% 19.601 $-89.179 Turun ×1
DIS Walt Disney Company (The) Common Stock $1.615.234 0,37% 14.107 $-621.715 Turun ×1
ACN Accenture plc Class A Ordinary Shares (Ireland) $1.519.303 0,35% 6.161 $-683.155 Turun ×1
SONY Sony Group Corporation American Depositary Shares $1.511.216 0,35% 52.491 $-198.943 Turun ×1
CW Curtiss-Wright Corporation Common Stock $1.492.019 0,35% 2.748 $-185.674 Turun ×1
ULXXXX $1.465.283 0,34% 24.718 $-396.357 Turun ×1
PM Philip Morris International Inc Common Stock $1.434.544 0,33% 8.844 $-827.458 Turun ×1
SPY SPY $1.427.774 0,33% 2.143 $-133.450 Turun ×1
IDXX IDEXX Laboratories, Inc. - Common Stock $1.419.614 0,33% 2.222 $36.370 Turun ×1
GD General Dynamics Corporation Common Stock $1.344.406 0,31% 3.943 $-50.914 Turun ×1
IVV $1.339.950 0,31% 2.002 $-520.625 Turun ×1
HEIA $1.307.805 0,30% 5.147 $-441.910 Turun ×1
ADBE Adobe Inc. - Common Stock $1.303.764 0,30% 3.696 $-1.972.359 Turun ×1
DUK Duke Energy Corporation (Holding Company) Common Stock $1.301.577 0,30% 10.518 $-190.496 Turun ×1
AMAT Applied Materials, Inc. - Common Stock $1.296.592 0,30% 6.333 $-91.913 Turun ×1
EME EMCOR Group, Inc. Common Stock $1.295.183 0,30% 1.994 $752.220 Naik ×1
CVX Chevron Corporation Common Stock $1.292.972 0,30% 8.326 $-100.052 Turun ×1
BAC Bank of America Corporation Common Stock $1.284.260 0,30% 24.894 $-135.550 Turun ×1
UBER Uber Technologies, Inc. Common Stock $1.269.397 0,29% 12.957 $805.230 Naik ×3
GLD $1.266.540 0,29% 3.563 $165.501 Turun ×1
RYAN Ryan Specialty Holdings, Inc. Class A Common Stock $1.247.990 0,29% 22.143 $-662.701 Turun ×2
JNJ Johnson & Johnson Common Stock $1.237.445 0,29% 6.674 $129.468 Turun ×1
RMBS Rambus, Inc. - Common Stock $1.215.389 0,28% 11.664 $323.907 Turun ×1
NVO Novo Nordisk A/S Common Stock $1.206.297 0,28% 21.739 $-456.979 Turun ×3
ENB Enbridge Inc Common Stock $1.199.232 0,28% 23.766 $-117.688 Turun ×1
TDY Teledyne Technologies Incorporated Common Stock $1.197.866 0,28% 2.044 $-60.378 Turun ×1
CVS CVS Health Corporation Common Stock $1.179.553 0,27% 15.646 $-114.107 Turun ×1
SECT $1.178.852 0,27% 18.706 $-474.459 Turun ×3
BIZD $1.131.640 0,26% 75.746 $-354.747 Turun ×1
IDCC InterDigital, Inc. - Common Stock $1.126.515 0,26% 3.263 $302.226 Turun ×1
LGND Ligand Pharmaceuticals Incorporated - Common Stock $1.123.422 0,26% 6.342 $292.058 Turun ×1
AZN AstraZeneca PLC - American Depositary Shares $1.108.117 0,26% 14.444 $88.369 Turun ×1
OLLI Ollie's Bargain Outlet Holdings, Inc. - Common Stock $1.106.936 0,26% 8.621 $-429.222 Turun ×1
CVLT Commvault Systems, Inc. - Common Stock $1.081.143 0,25% 5.727 $-106.593 Turun ×1
QCOM QUALCOMM Incorporated - Common Stock $1.080.148 0,25% 6.493 $-379.419 Turun ×1
SNPS Synopsys, Inc. - Common Stock $1.068.189 0,25% 2.165 Naik ×1
MCD McDonald's Corporation Common Stock $1.054.802 0,24% 3.471 $-51.942 Turun ×1
CASY Caseys General Stores, Inc. - Common Stock $1.053.281 0,24% 1.863 $-124.488 Turun ×1
COP ConocoPhillips Common Stock $1.053.093 0,24% 11.133 $-129.091 Turun ×1
BSX Boston Scientific Corporation Common Stock $1.049.523 0,24% 10.750 Naik ×1
ASML ASML Holding N.V. - New York Registry Shares $1.045.537 0,24% 1.080 $-296 Turun ×1
AME AMETEK, Inc. $1.034.975 0,24% 5.505 $-168.580 Turun ×2
BDX Becton, Dickinson and Company Common Stock $1.029.730 0,24% 5.502 $-114.063 Turun ×1
MPWR Monolithic Power Systems, Inc. - Common Stock $1.016.418 0,24% 1.104 $54.617 Turun ×1
ABNB Airbnb, Inc. - Class A Common Stock $1.009.243 0,23% 8.312 $-919.608 Turun ×1

Kepemilikan dengan keyakinan

Posisi meningkat selama 3+ kuartal berturut-turut.

Jumlah saham dilaporkan dalam pengajuan 13F (tidak disesuaikan split)

Sekuritas Nilai % dari portofolio Rentetan
SHYG $12.955.998 3,00% naik ×3
SPTL $9.691.967 2,24% naik ×3
NVDA $8.642.835 2,00% naik ×3
AVGO $4.283.651 0,99% naik ×3
VZ $3.045.864 0,71% naik ×3
HLI $2.131.090 0,49% naik ×3
PEP $1.731.102 0,40% naik ×3
UBER $1.269.397 0,29% naik ×3
EPAM $897.201 0,21% naik ×3
NEM $795.212 0,18% naik ×3
BOOT $793.136 0,18% naik ×3
CI $769.989 0,18% naik ×3
LUV $732.724 0,17% naik ×3
SKY $639.522 0,15% naik ×3
HDB $569.755 0,13% naik ×3

Taruhan baru terbesar

Posisi baru dibuka kuartal ini, terbesar diurutkan pertama.

Sekuritas Nilai Saham % dari portofolio
SNPS $1.068.189 2.165 0,25%
BSX $1.049.523 10.750 0,24%
NET $1.006.213 4.689 0,23%
STZ $813.676 6.042 0,19%
CARG $662.917 17.806 0,15%
MOD $639.720 4.500 0,15%
OS $616.797 33.467 0,14%
TMAT $554.021 20.470 0,13%
AUB $549.783 15.579 0,13%
VT $535.904 3.889 0,12%
NOVT $526.489 5.257 0,12%
BBJP $382.202 5.763 0,09%
BUYW $378.193 26.615 0,09%
SO $308.825 3.259 0,07%
IVW $298.541 2.473 0,07%

Penggerak teratas (QoQ)

Sekuritas Aksi Saham Δ Nilai Δ
GOVT Dipangkas -280K -$6.4M
SPYG Dipangkas -75K -$5.5M
SLYG Dipangkas -49K -$4.3M
VCIT Dipangkas -43K -$3.4M
AVGO Beli lebih banyak +10K +$3.3M
ABT Dipangkas -18K -$2.5M
SPMB Dipangkas -117K -$2.4M
AMZN Dipangkas -10K -$2.2M
ADBE Dipangkas -5K -$2.0M
NVDA Beli lebih banyak +4K +$1.9M

2 posisi disembunyikan (pemeriksaan kelengkapan data)

Posisi yang keluar

Termasuk peristiwa perusahaan (merger, delisting) — tidak semua keluar adalah penjualan

Posisi tertutup mencerminkan perubahan pelaporan 13F; bagi manajer indeks, ini sering kali mekanis (penghapusan pencatatan, M&A, penyeimbangan ulang indeks), bukan keputusan aktif.

SekuritasKuartal Saham sebelumnya Nilai sebelumnya Harga sejak keluar
CPRT 30 Sep. 2025 29.355 $1.440.459 -24,3%
BMI 30 Sep. 2025 4.875 $1.194.200 -26,8%
AAON 30 Sep. 2025 15.944 $1.175.985 -13,5%
WTS 30 Juni 2025 4.873 $993.743 51,0%
CP 31 Maret 2025 12.847 $929.737 34,9%
PBH 30 Sep. 2025 11.614 $927.390 -17,8%
IWY 30 Sep. 2025 3.753 $925.153 Tidak lagi dilacak
IT 30 Sep. 2025 2.009 $812.034 -26,0%
ENTG 30 Juni 2025 8.486 $742.365 76,9%
TFIN 30 Juni 2025 12.776 $738.453 33,6%
LRN 30 Juni 2025 5.487 $694.106 -42,0%
SFM 31 Maret 2025 5.021 $638.018 -48,4%
IWX 30 Sep. 2025 6.677 $562.137 Tidak lagi dilacak
INSP 30 Sep. 2025 4.070 $528.161 -16,8%
VUG 30 Sep. 2025 1.182 $518.188 Tidak lagi dilacak
AZPN 31 Maret 2025 1.987 $496.015 Tidak lagi dilacak
VOO 30 Sep. 2025 865 $491.350 Tidak lagi dilacak
CRTO 30 Juni 2025 12.812 $453.673 -25,9%
WRB 30 Sep. 2025 6.045 $444.140 -9,1%
GOLD 30 Juni 2025 22.464 $436.700 102,5%
TMAT 30 Juni 2025 23.782 $420.482 Tidak lagi dilacak
BUYW 30 Juni 2025 30.563 $419.635 Tidak lagi dilacak
SHY 30 Sep. 2025 5.048 $418.276
OII 30 Juni 2025 18.849 $411.097 158,5%
VUG 31 Maret 2025 964 $395.664 Tidak lagi dilacak
CNI 30 Sep. 2025 3.707 $385.673 35,3%
VIG 31 Maret 2025 1.879 $367.965 Tidak lagi dilacak
GLOB 30 Sep. 2025 3.908 $355.002 -30,4%
LDOS 30 Sep. 2025 2.147 $338.711 -23,3%
IVVB 30 Sep. 2025 10.877 $337.297 Tidak lagi dilacak
VVV 31 Maret 2025 8.960 $324.173 -0,9%
IWF 30 Sep. 2025 729 $309.521 Tidak lagi dilacak
SO 30 Juni 2025 3.317 $305.006 0,7%
IVW 30 Juni 2025 3.137 $291.220 Tidak lagi dilacak
UNH 30 Sep. 2025 918 $286.401 13,6%
VTI 31 Maret 2025 975 $282.650 Tidak lagi dilacak
FCN 31 Maret 2025 1.471 $281.152 -5,1%
ETR 31 Maret 2025 3.699 $280.458 26,9%
TYL 30 Sep. 2025 465 $275.665 -33,3%
SCHV 30 Sep. 2025 9.871 $273.140 Tidak lagi dilacak
IWD 30 Sep. 2025 1.402 $272.311 Tidak lagi dilacak
FIXD 30 Sep. 2025 6.103 $267.862
BUFD 31 Maret 2025 10.396 $265.306 Tidak lagi dilacak
SCHG 30 Sep. 2025 8.955 $261.574 Tidak lagi dilacak
ITW 30 Sep. 2025 1.055 $260.857 8,8%
SPLV 30 Sep. 2025 3.572 $260.113 Tidak lagi dilacak
TIP 30 Sep. 2025 2.354 $259.020 Tidak lagi dilacak
HQY 30 Sep. 2025 2.471 $258.856 11,4%
MKC 30 Sep. 2025 3.405 $258.173 -15,5%
DE 30 Sep. 2025 501 $254.709 31,6%
TRI 30 Sep. 2025 1.251 $251.603 -31,3%
FICO 30 Sep. 2025 136 $248.608 -21,8%
JKHY 30 Sep. 2025 1.379 $248.460 11,0%
SPSC 30 Sep. 2025 1.813 $246.727 -23,5%
LYB 30 Juni 2025 3.478 $244.851 17,9%
YUM 30 Sep. 2025 1.639 $242.874 -3,1%
NKE 30 Juni 2025 3.790 $240.614 -42,9%
ARES 31 Maret 2025 1.358 $240.407 -2,1%
BUFR 30 Sep. 2025 7.509 $238.787 Tidak lagi dilacak
MMYT 30 Sep. 2025 2.436 $238.732 -32,8%
CDW 30 Sep. 2025 1.335 $238.420 -12,6%
DUOL 30 Sep. 2025 580 $237.801 -54,2%
RRC 30 Sep. 2025 5.775 $234.867 9,6%
EFA 30 Sep. 2025 2.560 $228.846 Tidak lagi dilacak
XLK 30 Juni 2025 1.078 $222.585 Tidak lagi dilacak
LIN 30 Sep. 2025 473 $221.973 2,6%
OKE 30 Sep. 2025 2.710 $221.217 33,0%
VOO 31 Maret 2025 398 $214.446 Tidak lagi dilacak
AZEK 30 Juni 2025 4.330 $211.694 Tidak lagi dilacak
BTI 30 Sep. 2025 4.453 $210.770 6,2%
XYZ 30 Sep. 2025 3.092 $210.022 11,9%
SPTS 31 Maret 2025 7.216 $209.336 Tidak lagi dilacak
KNSL 30 Sep. 2025 428 $207.137 -9,5%
TT 30 Sep. 2025 473 $206.894 7,6%
MAA 30 Sep. 2025 1.395 $206.462 -5,8%
DEO 30 Sep. 2025 2.046 $206.339 -2,0%
PNC 30 Sep. 2025 1.104 $205.721 21,7%
HWKN 30 Sep. 2025 1.447 $205.624 -32,6%
SHLD 31 Maret 2025 5.453 $203.997 Tidak lagi dilacak
PYPL 30 Sep. 2025 2.713 $201.637 -8,0%
PFM 30 Juni 2025 4.403 $201.569
SPGI 30 Sep. 2025 382 $201.419 -11,7%
VTV 30 Sep. 2025 1.139 $201.307 Tidak lagi dilacak
IEMG 30 Sep. 2025 3.350 $201.100 Tidak lagi dilacak
BBVA 30 Sep. 2025 10.972 $168.640 48,7%
TME 30 Juni 2025 11.347 $163.510 -55,1%
MUFG 30 Sep. 2025 10.656 $146.202 35,5%
CERT 30 Sep. 2025 10.632 $124.396 -30,1%
HLN 30 Sep. 2025 10.852 $112.536 9,9%