GW

Gibson Wealth Advisors LLC

13F
Gibson Wealth Advisors LLC
Last update 2025-05-15 37 Stocks (4 new)
Value $125.00 Mil Turnover 5 %
Countries:
Top Holdings: VTI(30.29%)BND(20.17%)VOO(11.40%)VXUS(11.17%)NSC(4.32%)
Summary Stock Picks Current Portfolio
Gibson Wealth Advisors LLC Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
VTI
Vanguard Total Stock Market ETF
137,371
37,755.1
+1.16%
30.290
+0.35%
0.010
+19.82%
+7.35%
476,615.2
 
BND
Vanguard Total Bond Market ETF
342,250
25,138.3
+6.02%
20.170
+1.14%
0.020
+1.26%
+3.27%
127,496.0
 
VOO
Vanguard S&P 500 ETF
27,642
14,205.5
-4.77%
11.400
-0.62%
0.000
+19.59%
+7.78%
660,834.1
 
VXUS
Vanguard Total International Stock
224,263
13,926.7
+2.78%
11.170
+0.30%
0.020
+13.52%
+18.48%
92,038.5
 
NSC
Norfolk Southern Corp
22,709
5,378.6
0%
4.320
0%
0.010
+26.62%
+19.24%
62,371.2
Transportation
XOM
Exxon Mobil Corp
32,058
3,812.7
+50.40%
3.060
+1.03%
0.000
+1.72%
+2.01%
464,449.8
Oil & Gas
VB
Vanguard Small Cap ETF
12,222
2,710.2
+0.71%
2.170
+0.02%
0.000
+17.90%
+1.99%
61,352.9
 
VEU
Vanguard FTSE All-World ex-US ETF
40,362
2,448.4
+3.53%
1.960
+0.07%
0.010
+13.13%
+18.20%
44,208.3
 
CVX
Chevron Corp
11,248
1,881.7
0%
1.510
0%
0.000
+10.15%
+6.01%
259,903.2
Oil & Gas
DUK
Duke Energy Corp
13,000
1,585.6
0%
1.270
0%
0.000
-1.89%
+11.94%
92,042.8
Utilities - Regulated

Gibson Wealth Advisors LLC's Historical Top Holdings Breakdowns

Gibson Wealth Advisors LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
BND
Vanguard Total Bond Market ETF
2025-03-31
Add
Add
+1.14%
●
71.17 ($72.57) 73.66
$72.85
0.39%
Add 6.02%
342,250
19,425
XOM
Exxon Mobil Corp
2025-03-31
Add
Add
+1.03%
●
105.44 ($110.59) 118.93
$107.77
-2.55%
Add 50.4%
32,058
10,743
RCL
Royal Caribbean Group
2025-03-31
New Buy
New Buy
+0.82%
●
203.38 ($236.05) 274.79
$350.10
48.32%
New holding
5,000
5,000
VOO
Vanguard S&P 500 ETF
2025-03-31
Reduce
Reduce
-0.62%
●
507.05 ($540.58) 563.67
$576.92
6.72%
Reduce -4.77%
27,642
-1,385
FUTY
Fidelity MSCI Utilities Index ETF
2025-03-31
Sold Out
Sold Out
-0.44%
●
48.13 ($50.38) 51.72
$54.01
7.21%
Sold Out
0
-11,000
VTI
Vanguard Total Stock Market ETF
2025-03-31
Add
Add
+0.35%
●
271.18 ($290.53) 303.12
$309.09
6.39%
Add 1.16%
137,371
1,569
VXUS
Vanguard Total International Stock
2025-03-31
Add
Add
+0.30%
●
58.01 ($61.77) 64.46
$69.11
11.88%
Add 2.78%
224,263
6,060
BP
BP PLC
2025-03-31
New Buy
New Buy
+0.29%
●
29.93 ($32.64) 35.31
$31.99
-1.99%
New holding
10,709
10,709
PEP
PepsiCo Inc
2025-03-31
Add
Add
+0.24%
●
142.64 ($148.84) 156.42
$143.24
-3.76%
Add 33.06%
8,050
2,000
MCD
McDonald's Corp
2025-03-31
New Buy
New Buy
+0.17%
●
279.74 ($299.1) 321.29
$297.07
-0.68%
New holding
687
687

Gibson Wealth Advisors LLC Total Holding History ($B)

To

Gibson Wealth Advisors LLC's Asset Allocation

To

Gibson Wealth Advisors LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Gibson Wealth Advisors LLC's Hypothetical Growth since 2025-03-31

Gibson Wealth Advisors LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Gibson Wealth Advisors LLC's Holdings Heat Map

Size field:

Gibson Wealth Advisors LLC's Holdings Bubble Chart

Gibson Wealth Advisors LLC News

  • 1

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