Portfolio (Quarterly)
Guide ↗
Gibbs Wealth Management
· CIK 0002081110| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | UL | UNILEVER PLC | Consumer Defensive | 24,718 | $1.5M | 0.33% | SOLD |
| 2 | WDAY | WORKDAY INC | Technology | 4,143 | $997K | 0.23% | SOLD |
| 3 | RELX | RELX PLC | Communication Services | 19,012 | $908K | 0.20% | SOLD |
| 4 | ITGR | INTEGER HLDGS CORP | Healthcare | 5,745 | $594K | 0.13% | SOLD |
| 5 | FDS | FACTSET RESH SYS INC | Financial Services | 1,861 | $533K | 0.12% | SOLD |
| 6 | CNS | COHEN & STEERS INC | Financial Services | 5,933 | $389K | 0.09% | SOLD |
| 7 | RSMV | LISTED FDS TR | — | 11,129 | $296K | 0.07% | SOLD |
| 8 | ELF | E L F BEAUTY INC | Consumer Defensive | 2,161 | $286K | 0.07% | SOLD |
| 9 | FE | FIRSTENERGY CORP | Utilities | 5,991 | $274K | 0.06% | SOLD |
| 10 | COST | COSTCO WHSL CORP NEW | Consumer Defensive | 279 | $258K | 0.06% | SOLD |
| 11 | SM | SM ENERGY CO | Energy | 10,262 | $256K | 0.06% | SOLD |
| 12 | XLF | SELECT SECTOR SPDR TR | — | 4,642 | $250K | 0.06% | SOLD |
| 13 | SPOT | SPOTIFY TECHNOLOGY S A | Communication Services | 357 | $249K | 0.06% | SOLD |
| 14 | DWX | SPDR INDEX SHS FDS | — | 5,799 | $248K | 0.06% | SOLD |
| 15 | APP | APPLOVIN CORP | Technology | 324 | $233K | 0.05% | SOLD |
| 16 | ACIO | ETF SER SOLUTIONS | — | 5,360 | $233K | 0.05% | SOLD |
| 17 | FAST | FASTENAL CO | Industrials | 4,551 | $223K | 0.05% | SOLD |
| 18 | POWI | POWER INTEGRATIONS INC | Technology | 5,470 | $220K | 0.05% | SOLD |
| 19 | AWK | AMERICAN WTR WKS CO INC NEW | Utilities | 1,570 | $219K | 0.05% | SOLD |
| 20 | — | ICICI BANK LIMITED | — | 7,092 | $214K | 0.05% | SOLD |
Sector Allocation
Technology
28.9%
Financial Services
15.7%
Healthcare
14.0%
Industrials
11.9%
Consumer Cyclical
10.7%
Communication Services
7.2%
Consumer Defensive
3.4%
Basic Materials
2.9%
Energy
2.7%
Utilities
1.8%