Gibson Capital, LLC Buys Desktop Metal Inc, Berkshire Hathaway Inc, Valley National Bancorp, Sells Pinnacle Financial Partners Inc, , iShares Silver Trust

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Feb 17, 2022
Wexford, PA, based Investment company Gibson Capital, LLC (Current Portfolio) buys Desktop Metal Inc, Berkshire Hathaway Inc, Valley National Bancorp, Johnson & Johnson, SPDR Dividend ETF, sells Pinnacle Financial Partners Inc, , iShares Silver Trust, Vanguard FTSE Emerging Markets ETF during the 3-months ended 2021Q4, according to the most recent filings of the investment company, Gibson Capital, LLC. As of 2021Q4, Gibson Capital, LLC owns 40 stocks with a total value of $430 million. These are the details of the buys and sells.

For the details of Gibson Capital, LLC's stock buys and sells, go to https://www.gurufocus.com/guru/gibson+capital%2C+llc/current-portfolio/portfolio

These are the top 5 holdings of Gibson Capital, LLC
  1. Vanguard Total Stock Market ETF (VTI) - 923,633 shares, 51.78% of the total portfolio. Shares reduced by 0.34%
  2. Vanguard Real Estate Index Fund ETF (VNQ) - 1,002,913 shares, 26.99% of the total portfolio. Shares added by 0.04%
  3. Vanguard Dividend Appreciation FTF (VIG) - 119,326 shares, 4.76% of the total portfolio.
  4. Vanguard Large Cap ETF (VV) - 84,064 shares, 4.32% of the total portfolio.
  5. Berkshire Hathaway Inc (BRK.A) - 21 shares, 2.20% of the total portfolio.
New Purchase: Desktop Metal Inc (DM)

Gibson Capital, LLC initiated holding in Desktop Metal Inc. The purchase prices were between $4.75 and $9.2, with an estimated average price of $6.7. The stock is now traded at around $4.145000. The impact to a portfolio due to this purchase was 2.1%. The holding were 1,829,269 shares as of 2021-12-31.

New Purchase: Valley National Bancorp (VLY)

Gibson Capital, LLC initiated holding in Valley National Bancorp. The purchase prices were between $13.04 and $14.82, with an estimated average price of $13.9. The stock is now traded at around $14.305000. The impact to a portfolio due to this purchase was 0.11%. The holding were 33,574 shares as of 2021-12-31.

New Purchase: Johnson & Johnson (JNJ)

Gibson Capital, LLC initiated holding in Johnson & Johnson. The purchase prices were between $155.93 and $173.01, with an estimated average price of $163.78. The stock is now traded at around $166.419900. The impact to a portfolio due to this purchase was 0.05%. The holding were 1,200 shares as of 2021-12-31.

New Purchase: SPDR Dividend ETF (SDY)

Gibson Capital, LLC initiated holding in SPDR Dividend ETF. The purchase prices were between $118.24 and $129.12, with an estimated average price of $123.75. The stock is now traded at around $124.790000. The impact to a portfolio due to this purchase was 0.05%. The holding were 1,622 shares as of 2021-12-31.

Added: Berkshire Hathaway Inc (BRK.B)

Gibson Capital, LLC added to a holding in Berkshire Hathaway Inc by 82.17%. The purchase prices were between $273.64 and $300.17, with an estimated average price of $286.71. The stock is now traded at around $314.880000. The impact to a portfolio due to this purchase was 0.21%. The holding were 6,742 shares as of 2021-12-31.

Sold Out: Pinnacle Financial Partners Inc (PNFP)

Gibson Capital, LLC sold out a holding in Pinnacle Financial Partners Inc. The sale prices were between $90.2 and $104.72, with an estimated average price of $97.85.

Sold Out: (XONE)

Gibson Capital, LLC sold out a holding in . The sale prices were between $21.78 and $28.07, with an estimated average price of $23.9.

Sold Out: iShares Silver Trust (SLV)

Gibson Capital, LLC sold out a holding in iShares Silver Trust. The sale prices were between $20.3 and $23.42, with an estimated average price of $21.61.

Sold Out: Vanguard FTSE Emerging Markets ETF (VWO)

Gibson Capital, LLC sold out a holding in Vanguard FTSE Emerging Markets ETF. The sale prices were between $47.81 and $51.82, with an estimated average price of $50.01.



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