Portfolio (Quarterly)
Guide ↗
Gibson Wealth Advisors LLC
· CIK 0001911266| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | MU | MICRON TECHNOLOGY INC | Technology | 744.0 | $212K | 0.15% | NEW | — | $285.48 | +150.5% |
| 2 | JNJ | JOHNSON & JOHNSON | Healthcare | 1,010.0 | $209K | 0.14% | NEW | — | $206.95 | +11.0% |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Industrials
28.1%
Technology
19.4%
Energy
18.1%
Utilities
12.8%
Consumer Defensive
10.3%
Healthcare
5.6%
Consumer Cyclical
2.7%
Communication Services
1.9%
Financial Services
1.1%