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 | VB | VANGUARD INDEX FDS | — | 11,561.0 | $3.0M | 2.04% | -125.0 | -1.1% | $257.94 | +8.2% |
| 2 | TXN | TEXAS INSTRS INC | Technology | 1,686.0 | $293K | 0.20% | -117.0 | -6.5% | $173.49 | +73.3% |
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%