Gibbs Wealth Management

CIK 2081110 · Lihat di SEC EDGAR ↗

Nilai portofolio QoQ: -14.8% 13F tidak mengungkapkan kas

Bobot 10 kepemilikan teratas27,54%

Bobot 25 kepemilikan teratas46,38%

Posisi di atas 1%22

Jumlah posisi efektif83,8

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

Perputaran Q3 2025: 6,15% Perkiraan pembelian $29.564.891 · penjualan $132.365.418

Posisi baru19

Meningkat32

Menurun273

Tertutup58

Nilai Portofolio $442.2M #4.178 dari 9.337 berdasarkan nilai 13F · top 44.7%

Posisi 328

Per tanggal 30 Sep. 2025 Data per Q3 2025

Rincian sektor

Technology 16,7%

Industrials 9,1%

Financials 8,9%

Healthcare 7,7%

Communication Services 5,3%

Retail 4,0%

Consumer Discretionary 2,2%

Energy 1,9%

Consumer Staples 1,4%

Materials 1,3%

Utilities 1,1%

Consumer products 1,0%

Real Estate 0,5%

Lainnya/Tidak terpetakan 39,0%

Portofolio lengkap 328 posisi

Cari posisi berdasarkan ticker atau nama perusahaan

					Rentetan
SPYG State Street SPDR Portfolio S&P 500 Growth ETF	$18.445.452	4,17%	176.495	$-5.496.543	Turun ×1
SPDW State Street SPDR Portfolio Developed World ex-US ETF	$14.032.562	3,17%	327.940	$-1.856.734	Turun ×1
GOVT iShares Trust	$13.108.411	2,96%	566.973	$-6.350.815	Turun ×1
SHYG iShares Trust	$12.955.998	2,93%	299.215	$428.422	Naik ×3
SECT Main Sector Rotation ETF	$11.581.626	2,62%	183.777	$9.928.315	Naik ×1
SPYV State Street SPDR Portfolio S&P 500 Value ETF	$10.865.865	2,46%	196.383	$-850.070	Turun ×1
SPMB State Street SPDR Portfolio Mortgage Backed Bond ETF	$10.862.011	2,46%	484.047	$-2.431.471	Turun ×1
VCIT Vanguard Intermediate-Term Corporate Bond ETF	$10.184.200	2,30%	121.082	$-3.447.289	Turun ×1
MSFT Microsoft Corporation - Common Stock	$10.049.835	2,27%	19.403	$-1.594.994	Turun ×1
SPTL State Street SPDR Portfolio Long Term Treasury ETF	$9.691.967	2,19%	359.628	$325.868	Naik ×3
NVDA NVIDIA Corporation - Common Stock	$8.642.835	1,95%	46.322	$1.928.257	Naik ×3
ORCL Oracle Corporation Common Stock	$8.489.004	1,92%	30.184	$-714.294	Turun ×1
AMZN Amazon.com, Inc. - Common Stock	$7.747.308	1,75%	35.284	$-2.190.868	Turun ×2
BIL SPDR SERIES TRUST	$6.133.317	1,39%	66.848	$-688.893	Turun ×1
SPSM State Street SPDR Portfolio S&P 600 Small Cap ETF	$5.603.177	1,27%	120.967	$-431.441	Turun ×1
SPEM State Street SPDR Portfolio Emerging Markets ETF	$5.361.949	1,21%	114.547	$-997.286	Turun ×1
V Visa Inc.	$5.272.584	1,19%	15.445	$-1.811.643	Turun ×1
SHOP Shopify Inc. - Class A Subordinate Voting Shares	$5.110.995	1,16%	34.392	$505.873	Turun ×1
AAPL Apple Inc. - Common Stock	$5.005.716	1,13%	19.659	$-82.682	Turun ×2
SPSB State Street SPDR Portfolio Short Term Corporate Bond ETF	$4.880.281	1,10%	161.119	$-1.162.226	Turun ×1
LLY Eli Lilly and Company Common Stock	$4.789.539	1,08%	6.277	$-745.421	Turun ×1
GOOGL Alphabet Inc. - Class A Common Stock	$4.532.969	1,03%	18.647	$540.384	Turun ×1
AVGO Broadcom Inc. - Common Stock	$4.283.651	0,97%	12.984	$3.335.913	Naik ×3
MA Mastercard Incorporated Common Stock	$4.171.870	0,94%	7.334	$-685.834	Turun ×1
GOOG Alphabet Inc. - Class C Capital Stock	$3.264.663	0,74%	13.404	$-288.448	Turun ×1
NFLX Netflix, Inc. - Common Stock	$3.047.655	0,69%	2.542	$-1.599.057	Turun ×1
VZ Verizon Communications Inc. Common Stock	$3.045.864	0,69%	69.303	$605.977	Naik ×3
USHY iShares Broad USD High Yield Corporate Bond ETF	$3.026.777	0,68%	80.116	$-615.533	Turun ×1
RTX RTX Corporation Common Stock	$2.907.177	0,66%	17.374	$-351.667	Turun ×1
TSLA Tesla, Inc. - Common Stock	$2.875.115	0,65%	6.465	$26.956	Turun ×1
META Meta Platforms, Inc. - Class A Common Stock	$2.743.766	0,62%	3.736	$-516.471	Turun ×1
JQUA JPMorgan U.S. Quality Factor ETF	$2.475.273	0,56%	39.346	$-1.063.512	Turun ×1
JMBS Janus Henderson Mortgage-Backed Securities ETF	$2.345.977	0,53%	51.368	$-342.430	Turun ×1
SAP SAP SE ADS	$2.329.002	0,53%	8.716	$-1.020.098	Turun ×1
CSMD Professionally Managed Portfolios	$2.288.064	0,52%	68.690	$-138.994	Turun ×1
AEM Agnico Eagle Mines Limited Common Stock	$2.207.462	0,50%	13.096	$90.370	Turun ×2
ZTS Zoetis Inc. Class A Common Stock	$2.167.467	0,49%	14.813	$-545.702	Turun ×1
MSCI MSCI Inc. Common Stock	$2.147.210	0,49%	3.784	$-365.673	Turun ×1
BRK-B (diajukan sebagai BRKB) Berkshire Hathaway Inc. Class B	$2.134.634	0,48%	4.246	$-345.220	Turun ×1
HLI Houlihan Lokey, Inc. Class A Common Stock	$2.131.090	0,48%	10.379	$897.490	Naik ×3
ABT Abbott Laboratories Common Stock	$2.092.997	0,47%	15.626	$-2.483.507	Turun ×1
JAAA Janus Henderson AAA CLO ETF	$1.988.702	0,45%	39.163	$-553.723	Turun ×1
AON Aon plc Class A Ordinary Shares (Ireland)	$1.971.887	0,45%	5.530	$-866.506	Turun ×1
CSCO Cisco Systems, Inc. - Common Stock	$1.858.708	0,42%	27.166	$-499.188	Turun ×3
SBUX Starbucks Corporation - Common Stock	$1.846.407	0,42%	21.825	$-398.985	Turun ×1
NOW ServiceNow, Inc. Common Stock	$1.804.669	0,41%	1.961	$-558.758	Turun ×1
BA Boeing Company (The) Common Stock	$1.804.123	0,41%	8.359	$-446.229	Turun ×1
JPM JP Morgan Chase & Co. Common Stock	$1.762.834	0,40%	5.589	$-393.420	Turun ×1
JBBB Janus Henderson B-BBB CLO ETF	$1.747.883	0,40%	36.286	$-382.254	Turun ×1
PHYL PGIM ETF Trust	$1.740.739	0,39%	48.692	$-269.985	Turun ×1
MDT Medtronic plc. Ordinary Shares	$1.739.178	0,39%	18.261	$-164.518	Turun ×2
PEP PepsiCo, Inc. - Common Stock	$1.731.102	0,39%	12.326	$149.935	Naik ×3
RY Royal Bank Of Canada Common Stock	$1.719.961	0,39%	11.675	$123.596	Turun ×1
SLYG SPDR SERIES TRUST	$1.710.516	0,39%	18.137	$-4.286.674	Turun ×1
STRL Sterling Infrastructure, Inc. - Common Stock	$1.675.981	0,38%	4.934	$231.386	Turun ×1
SE Sea Limited American Depositary Shares, each representing one Class A Ordinary Share	$1.656.470	0,37%	9.268	$-202.024	Turun ×1
WFC Wells Fargo & Company Common Stock	$1.642.925	0,37%	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	0,34%	6.161	$-683.155	Turun ×1
SONY Sony Group Corporation American Depositary Shares	$1.511.216	0,34%	52.491	$-198.943	Turun ×1
CW Curtiss-Wright Corporation Common Stock	$1.492.019	0,34%	2.748	$-185.674	Turun ×1
UL (diajukan sebagai ULXXXX) Unilever PLC American Depositary Shares (each representing One Ordinary Share)	$1.465.283	0,33%	24.718	$-396.357	Turun ×1
PM Philip Morris International Inc Common Stock	$1.434.544	0,32%	8.844	$-827.458	Turun ×1
SPY SPY	$1.427.774	0,32%	2.143	$-133.450	Turun ×1
IDXX IDEXX Laboratories, Inc. - Common Stock	$1.419.614	0,32%	2.222	$36.370	Turun ×1
GD General Dynamics Corporation Common Stock	$1.344.406	0,30%	3.943	$-50.914	Turun ×1
IVV iShares Trust	$1.339.950	0,30%	2.002	$-520.625	Turun ×1
HEI-A (diajukan sebagai HEIA) HEICO Corporation Class A	$1.307.805	0,30%	5.147	$-441.910	Turun ×1
ADBE Adobe Inc. - Common Stock	$1.303.764	0,29%	3.696	$-1.972.359	Turun ×1
DUK Duke Energy Corporation (Holding Company) Common Stock	$1.301.577	0,29%	10.518	$-190.496	Turun ×1
AMAT Applied Materials, Inc. - Common Stock	$1.296.592	0,29%	6.333	$-91.913	Turun ×1
EME EMCOR Group, Inc. Common Stock	$1.295.183	0,29%	1.994	$752.220	Naik ×1
CVX Chevron Corporation Common Stock	$1.292.972	0,29%	8.326	$-100.052	Turun ×1
BAC Bank of America Corporation Common Stock	$1.284.260	0,29%	24.894	$-135.550	Turun ×1
UBER Uber Technologies, Inc. Common Stock	$1.269.397	0,29%	12.957	$805.230	Naik ×3
GLD SPDR Gold Shares	$1.266.540	0,29%	3.563	$165.501	Turun ×1
RYAN Ryan Specialty Holdings, Inc. Class A Common Stock	$1.247.990	0,28%	22.143	$-662.701	Turun ×2
JNJ Johnson & Johnson Common Stock	$1.237.445	0,28%	6.674	$129.468	Turun ×1
RMBS Rambus, Inc. - Common Stock	$1.215.389	0,27%	11.664	$323.907	Turun ×1
NVO Novo Nordisk A/S Common Stock	$1.206.297	0,27%	21.739	$-456.979	Turun ×3
ENB Enbridge Inc Common Stock	$1.199.232	0,27%	23.766	$-117.688	Turun ×1
TDY Teledyne Technologies Incorporated Common Stock	$1.197.866	0,27%	2.044	$-60.378	Turun ×1
CVS CVS Health Corporation Common Stock	$1.179.553	0,27%	15.646	$-114.107	Turun ×1
BIZD VanEck ETF Trust	$1.131.640	0,26%	75.746	$-354.747	Turun ×1
IDCC InterDigital, Inc. - Common Stock	$1.126.515	0,25%	3.263	$302.226	Turun ×1
LGND Ligand Pharmaceuticals Incorporated - Common Stock	$1.123.422	0,25%	6.342	$292.058	Turun ×1
AZN AstraZeneca PLC - American Depositary Shares	$1.108.117	0,25%	14.444	$88.369	Turun ×1
OLLI Ollie's Bargain Outlet Holdings, Inc. - Common Stock	$1.106.936	0,25%	8.621	$-429.222	Turun ×1
CVLT Commvault Systems, Inc. - Common Stock	$1.081.143	0,24%	5.727	$-106.593	Turun ×1
QCOM QUALCOMM Incorporated - Common Stock	$1.080.148	0,24%	6.493	$-379.419	Turun ×1
SNPS Synopsys, Inc. - Common Stock	$1.068.189	0,24%	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	0,23%	5.505	$-168.580	Turun ×2
BDX Becton, Dickinson and Company Common Stock	$1.029.730	0,23%	5.502	$-114.063	Turun ×1
MPWR Monolithic Power Systems, Inc. - Common Stock	$1.016.418	0,23%	1.104	$54.617	Turun ×1
ABNB Airbnb, Inc. - Class A Common Stock	$1.009.243	0,23%	8.312	$-919.608	Turun ×1
Tidak ada hasil

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	2,93%	naik ×3
SPTL	$9.691.967	2,19%	naik ×3
NVDA	$8.642.835	1,95%	naik ×3
AVGO	$4.283.651	0,97%	naik ×3
VZ	$3.045.864	0,69%	naik ×3
HLI	$2.131.090	0,48%	naik ×3
PEP	$1.731.102	0,39%	naik ×3
UBER	$1.269.397	0,29%	naik ×3
EPAM	$897.201	0,20%	naik ×3
NEM	$795.212	0,18%	naik ×3
BOOT	$793.136	0,18%	naik ×3
CI	$769.989	0,17%	naik ×3
LUV	$732.724	0,17%	naik ×3
SKY	$639.522	0,14%	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	0,24%
BSX	$1.049.523	10.750	0,24%
NET	$1.006.213	4.689	0,23%
STZ	$813.676	6.042	0,18%
CARG	$662.917	17.806	0,15%
MOD	$639.720	4.500	0,14%
OS	$616.797	33.467	0,14%
TMAT	$554.021	20.470	0,13%
AUB	$549.783	15.579	0,12%
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

3 positions hidden — reported move looks larger than the position itself (data completeness check)

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.

Sekuritas	Kuartal	Saham sebelumnya	Nilai sebelumnya	Harga sejak keluar
CPRT	30 Sep. 2025	29.355	$1.440.459	-40,0%
BMI	30 Sep. 2025	4.875	$1.194.200	-29,7%
AAON	30 Sep. 2025	15.944	$1.175.985	-10,5%
WTS	30 Juni 2025	4.873	$993.743	48,2%
PBH	30 Sep. 2025	11.614	$927.390	-27,5%
IWY	30 Sep. 2025	3.753	$925.153
IT	30 Sep. 2025	2.009	$812.034	-28,8%
ENTG	30 Juni 2025	8.486	$742.365	105,4%
TFIN	30 Juni 2025	12.776	$738.453	13,0%
LRN	30 Juni 2025	5.487	$694.106	-46,0%
IWX	30 Sep. 2025	6.677	$562.137
INSP	30 Sep. 2025	4.070	$528.161	-5,8%
VUG	30 Sep. 2025	1.182	$518.188	14,7%
VOO	30 Sep. 2025	865	$491.350	15,8%
CRTO	30 Juni 2025	12.812	$453.673	-38,9%
WRB	30 Sep. 2025	6.045	$444.140	-10,0%
GOLD	30 Juni 2025	22.464	$436.700	90,4%
TMAT	30 Juni 2025	23.782	$420.482
BUYW	30 Juni 2025	30.563	$419.635
SHY	30 Sep. 2025	5.048	$418.276
OII	30 Juni 2025	18.849	$411.097	118,3%
CNI	30 Sep. 2025	3.707	$385.673	25,3%
GLOB	30 Sep. 2025	3.908	$355.002	-37,7%
LDOS	30 Sep. 2025	2.147	$338.711	-37,8%
IVVB	30 Sep. 2025	10.877	$337.297
IWF	30 Sep. 2025	729	$309.521	8,9%
SO	30 Juni 2025	3.317	$305.006	-8,5%
IVW	30 Juni 2025	3.137	$291.220	31,2%
UNH	30 Sep. 2025	918	$286.401	7,2%
TYL	30 Sep. 2025	465	$275.665	-37,4%
SCHV	30 Sep. 2025	9.871	$273.140	16,1%
IWD	30 Sep. 2025	1.402	$272.311
FIXD	30 Sep. 2025	6.103	$267.862
SCHG	30 Sep. 2025	8.955	$261.574	13,6%
ITW	30 Sep. 2025	1.055	$260.857	-0,3%
SPLV	30 Sep. 2025	3.572	$260.113
TIP	30 Sep. 2025	2.354	$259.020
HQY	30 Sep. 2025	2.471	$258.856	-4,1%
MKC	30 Sep. 2025	3.405	$258.173	-33,3%
DE	30 Sep. 2025	501	$254.709	50,0%
TRI	30 Sep. 2025	1.251	$251.603	-37,9%
FICO	30 Sep. 2025	136	$248.608	-55,4%
JKHY	30 Sep. 2025	1.379	$248.460	-3,6%
SPSC	30 Sep. 2025	1.813	$246.727	-21,0%
LYB	30 Juni 2025	3.478	$244.851	1,5%
YUM	30 Sep. 2025	1.639	$242.874	-10,7%
NKE	30 Juni 2025	3.790	$240.614	-53,5%
BUFR	30 Sep. 2025	7.509	$238.787
MMYT	30 Sep. 2025	2.436	$238.732	-52,1%
CDW	30 Sep. 2025	1.335	$238.420	-14,2%
DUOL	30 Sep. 2025	580	$237.801	-55,0%
RRC	30 Sep. 2025	5.775	$234.867	1,7%
EFA	30 Sep. 2025	2.560	$228.846
XLK	30 Juni 2025	1.078	$222.585	58,6%
LIN	30 Sep. 2025	473	$221.973	1,2%
OKE	30 Sep. 2025	2.710	$221.217	20,5%
AZEK	30 Juni 2025	4.330	$211.694	Tidak lagi dilacak
BTI	30 Sep. 2025	4.453	$210.770	-1,5%
XYZ	30 Sep. 2025	3.092	$210.022	4,6%
KNSL	30 Sep. 2025	428	$207.137	-21,9%
TT	30 Sep. 2025	473	$206.894	9,2%
MAA	30 Sep. 2025	1.395	$206.462	-17,4%
DEO	30 Sep. 2025	2.046	$206.339	-12,2%
PNC	30 Sep. 2025	1.104	$205.721	9,3%
HWKN	30 Sep. 2025	1.447	$205.624	-29,0%
PYPL	30 Sep. 2025	2.713	$201.637	-20,1%
PFM	30 Juni 2025	4.403	$201.569
SPGI	30 Sep. 2025	382	$201.419	-20,6%
VTV	30 Sep. 2025	1.139	$201.307
IEMG	30 Sep. 2025	3.350	$201.100
BBVA	30 Sep. 2025	10.972	$168.640	39,1%
TME	30 Juni 2025	11.347	$163.510	-59,9%
MUFG	30 Sep. 2025	10.656	$146.202	43,9%
CERT	30 Sep. 2025	10.632	$124.396	-22,7%
HLN	30 Sep. 2025	10.852	$112.536	-1,3%