Grufity logoGrufity logo
ScreenerStocksFundsSectorsWatchlists

Gibson Wealth Advisors LLC

$5.20Billion

Equity Portfolio Value

Last Reported on: 08 Feb, 2023

New Buys

Ticker$ Bought
NVIDIA CORP COM11,310,000
MOUNTAIN COMM BK ERWIN TENN CD MTHLY9,998,000
UNIVERSITY BANK CD MTHLY9,997,000
UNITED FIDELITY BANK CD9,997,000
WELLS FARGO BANK NATIONAL ASSN CD8,179,000
CUSTOMERS BK PHOENIXVILLE PA CD8,140,000
FREEPORT-MCMORAN INC COM CL B5,805,000
WESTERN ALLIANCE BANCORP CD2,400,000

New stocks bought by Gibson Wealth Advisors LLC

Additions

Ticker% Inc.
AMAZON COM INC COM27,433
AMERICAN ELECTRIC POWER CO INC COM11,557
APPLE INC COM10,783
3M COMPANY COM8,428
DUKE ENERGY CORP COM7,390
VANGUARD ALLWRLD EX US ETF6,461
WABTEC CORP COM6,350
AMERICAN AIRLINES GROUP INC COM6,200

Additions to existing portfolio by Gibson Wealth Advisors LLC

Reductions

Ticker% Reduced
CORTEVA INC COM-72.67
DOW INC COM-69.45

Gibson Wealth Advisors LLC reduced stake in above stock

Sold off

Ticker$ Sold
ETF MANAGERS TRUST ETFMG ALTR HRVST-20,000
BRIGHAM MINERALS INC COM CL A-99,000
BOEING CO COM-164,000
OYSTER POINT PHARMA INC COM-6,000
BP ADR SPONSORED-20,000
VANGUARD VALUE ETF-47,000
VANGUARD GROWTH ETF-72,000
VANGUARD LARGE CAP ETF-26,000

Gibson Wealth Advisors LLC got rid off the above stocks

Current Stock Holdings of Gibson Wealth Advisors LLC

Last Reported on: 08 Feb, 2023
TickerNamesorted ascending% PortfolioShares Held$ ValueType% ChangeOptions
AALAMERICAN AIRLINES GROUP INC COM0.005,98581,000ADDED6,200
AAPLAPPLE INC COM1.03376,03153,743,000ADDED10,783
ACADACADIA PHARMACEUTICALS INC COM0.006,30098,000ADDED6,200
AEPAMERICAN ELECTRIC POWER CO INC COM0.66378,62434,529,000ADDED11,557
AGGISHARES TRUST RUS 2000 GRW ETF0.0512,6002,761,000ADDED6,200
AGGISHARES TRUST CORE S&P MCP ETF0.023,780913,000ADDED6,200
AGGISHARES TRUST CORE S&P SCP ETF0.029,324894,000ADDED6,200
AGGISHARES TRUST SELECT DIVID ETF0.0018922,000ADDED6,200
AIEQETF MANAGERS TRUST ETFMG ALTR HRVST0.000.000.00SOLD OFF-100
AMZNAMAZON COM INC COM0.1682,6008,122,000ADDED27,433
ATOATMOS ENERGY CORP COM0.0313,1041,441,000ADDED6,200
AUBATLANTIC UNION BANKSHARES CORP COM0.001,07137,000ADDED6,200
AVNSAVANOS MEDICAL INC COM0.0063.002,000ADDED6,200
BABOEING CO COM0.000.000.00SOLD OFF-100
BACBANK OF AMERICA CORPORATION COM0.0234,0831,174,000ADDED6,200
BHFBRIGHTHOUSE FINL INC COM0.000.000.00SOLD OFF-100
BILSPDR SERIES TRUST PORTFOLI S&P 1500 COMP STK ETF0.60661,50031,427,000ADDED6,200
BILSPDR SERIES TRUST PRTFLO S&P500 GW ETF0.005,040262,000ADDED6,200
BIVVANGUARD TOTAL BND MRKT ETF0.0018914,000ADDED6,200
BIVVANGUARD SHORT TRM BOND ETF0.0018914,000ADDED6,200
BLDRBUILDERS FIRSTSOURCE INC COM0.0218,9001,180,000ADDED6,200
BMYBRISTOL-MYERS SQUIBB CO COM0.0748,5103,658,000ADDED6,200
BRKBBERKSHIRE HATHAWAY INC COM CL B0.047,8752,339,000ADDED800
CATCATERPILLAR INC COM0.66157,50034,287,000ADDED6,200
CCTHE CHEMOURS COMPANY LLC COM0.001264,000ADDED6,200
CCLCARNIVAL CORP UNITS0.0024,570212,000ADDED6,200
CCTRCHINA CRESCENT ENTERPRISES INC COM0.001890.00ADDED6,200
COPCONOCOPHILLIPS COM0.014,725574,000ADDED6,200
CTVACORTEVA INC COM0.0025216,000REDUCED-72.67
CUZCOUSINS PROPERTIES INC COM USD1 00(POST REV SPLIT)0.002,01649,000ADDED6,200
CVCOCAVCO INDUSTRIES COM0.0512,6002,798,000ADDED6,200
CVXCHEVRON CORPORATION COM2.25669,186116,777,000ADDED6,200
DDDUPONT DE NEMOURS INC COM0.0431,5622,015,000ADDED4,217
DINOHF SINCLAIR CORP COM0.0112,096696,000ADDED6,200
DOCUDOCUSIGN INC COM0.003,150153,000ADDED6,200
DOWDOW INC COM0.0025212,000REDUCED-69.45
DUKDUKE ENERGY CORP COM1.46786,50075,680,000ADDED7,390
DXCDXC TECHNOLOGY COMPANY COM0.0063.002,000ADDED6,200
EMREMERSON ELECTRIC CO COM0.0425,2002,265,000ADDED6,200
ENBENBRIDGE INC COM0.24315,00012,321,000ADDED6,200
ETENERGY TRANSFER LP COM UNITS REP LTD PTN INT0.03107,4151,289,000ADDED6,200
ETRENTERGY CORP COM0.027,938870,000ADDED6,200
EVRGEVERGY INC COM0.83718,20043,133,000ADDED6,200
EXPIEXP WORLD HOLDINGS INC COM0.008,712107,000ADDED3,200
FBCGFIDELITY COVINGTON TRUST MSCI UTILS INDEX ETF1.091,287,72056,653,000ADDED6,200
FCXFREEPORT-MCMORAN INC COM CL B0.11163,9375,805,000NEW
FLOFLOWERS FOODS INC COM0.761,406,94039,526,000ADDED6,186
GOOGALPHABET INC COM CL C0.0212,4001,183,000NEW
HALHALLIBURTON CO COM0.0225,515903,000ADDED6,200
HIVEHIVE BLOCKCHAIN TECH LTD COM0.008192,000ADDED6,200
HPEHEWLETT PACKARD ENTERPRISE CO COM0.001,44921,000ADDED6,200
HSYHERSHEY COMPANY COM0.036,3001,452,000ADDED6,200
IBMINTERNATIONAL BUS MACH CORP COM0.2594,50013,035,000ADDED6,200
INTCINTEL CORP COM0.0350,4001,400,000ADDED6,200
JNJJOHNSON & JOHNSON COM0.0617,9553,100,000ADDED6,200
JPMJP MORGAN CHASE & CO COM0.0518,7242,378,000NEW
KAMNKAMAN CORP COM0.008,001194,000ADDED6,200
KDKYNDRYL HLDGS INC COM0.001261,000ADDED6,200
KHCKRAFT HEINZ CO COM0.004,158158,000ADDED6,200
KMBKIMBERLY CLARK CORP COM0.0832,1304,082,000ADDED6,200
KOCOCA-COLA CO COM0.73630,00038,034,000ADDED6,200
LITELUMENTUM HLDGS INC COM0.0050431,000ADDED6,200
LUVSOUTHWEST AIRLINES CO COM0.0117,073616,000ADDED6,200
MCDMCDONALD'S CORPORATION COM0.2243,28111,418,000ADDED6,200
MDLZMONDELEZ INTL INC COM CL A0.0112,600797,000ADDED6,200
MMM3M COMPANY COM0.28119,40014,617,000ADDED8,428
MNRLBRIGHAM MINERALS INC COM CL A0.000.000.00SOLD OFF-100
MOALTRIA GROUP INC COM0.006,300285,000ADDED6,200
MPXMARINE PRODUCTS CORP COM0.0163,000663,000ADDED6,200
MRKMERCK & CO INC COM1.24630,00064,397,000ADDED6,200
NSCNORFOLK SOUTHERN CORP COM6.511,430,670338,456,000ADDED6,200
NVDANVIDIA CORP COM0.2276,20011,310,000NEW
OGNORGANON & CO COM0.0240,6351,039,000ADDED6,200
OYSTOYSTER POINT PHARMA INC COM0.000.000.00SOLD OFF-100
PEPPEPSICO INC COM1.30378,00067,422,000ADDED6,200
PFGPRINCIPAL FINANCIAL GROUP COM0.0210,962940,000ADDED6,200
PGPROCTER & GAMBLE CO COM1.11410,00457,476,000ADDED6,200
PMPHILIP MORRIS INTL INC COM0.016,300595,000ADDED6,200
PRUPRUDENTIAL FINANCIAL INC COM0.0314,8051,499,000ADDED3,715
QCOMQUALCOMM INC COM0.1147,2505,528,000ADDED6,200
SBSISOUTHSIDE BANCSHARES INC COM0.38554,21119,656,000ADDED5,523
SHWSHERWIN-WILLIAMS CO COM0.2863,00014,567,000ADDED6,200
SIRISIRIUS XM HOLDINGS INC COM0.03270,9001,666,000ADDED1,465
SJMSMUCKER (JM) CO COM0.012,079310,000ADDED6,200
SLVMSYLVAMO CORPORATION COM0.0025212,000ADDED6,200
TAT&T INC COM0.742,155,29038,579,000ADDED6,200
TPHTRI POINTE GROUP INC COM0.005,67099,000ADDED6,200
TRMKTRUSTMARK CORP COM0.15228,6907,989,000ADDED6,200
TXNTEXAS INSTRUMENTS INC COM0.41126,12621,031,000ADDED6,200
UNHUNITEDHEALTH GROUP INC COM0.066,3003,337,000ADDED6,200
URIUNITED RENTALS INC COM0.068,8202,898,000ADDED6,200
VAWVANGUARD ENERGY ETF0.37157,50019,174,000ADDED6,200
VAWVANGUARD INF TECH ETF0.0027090,000NEW
VEUVANGUARD ALLWRLD EX US ETF1.942,082,580101,065,000ADDED6,461
VIAVVIAVI SOLUTIONS INC COM0.002,77233,000ADDED6,200
VIGIVANGUARD HIGH DIV YLD ETF0.0522,3652,380,000ADDED6,200
VOOVANGUARD TOTAL STK MKT ETF25.706,931,9101,335,840,000ADDED5,441
VOOVANGUARD S&P 500 ETF SHS11.131,638,170578,703,000ADDED5,652
VOOVANGUARD SMALL CP ETF2.76773,563143,374,000ADDED5,464
VOOVANGUARD MID CAP ETF0.3282,21516,751,000ADDED5,764
VOOVANGUARD VALUE ETF0.000.000.00SOLD OFF-100
VOOVANGUARD GROWTH ETF0.000.000.00SOLD OFF-100
VOOVANGUARD LARGE CAP ETF0.000.000.00SOLD OFF-100
VOOVANGUARD SML CP GRW ETF0.000.000.00SOLD OFF-100
VOOVANGUARD MCAP GR IDXVIP ETF0.000.000.00SOLD OFF-100
VTIPVANGUARD STRM INFPROIDX ETF18.2219,884,000947,338,000ADDED4,399
VXUSVANGUARD STAR FD TL INTL STK F ETF9.7110,081,000504,641,000ADDED5,369
VZVERIZON COMMUNICATIONS COM0.0345,4231,711,000ADDED6,200
WABWABTEC CORP COM0.0025825,000ADDED6,350
WBDWARNER BROS DISCOVERY INC COM0.09391,1344,449,000ADDED5,947
WFCWELLS FARGO & COMPANY COM0.0332,6341,444,000ADDED6,200
WMTWALMART INC COM0.0412,6001,795,000ADDED6,200
WPCWP CAREY INC COM USD0 0010.0427,9092,140,000ADDED6,200
WTRGESSENTIAL UTILITIES INC COM0.0557,0152,581,000ADDED6,200
XELXCEL ENERGY INC COM0.1186,7515,772,000ADDED6,200
XOMEXXON MOBIL CORPORATION COM2.531,226,550131,416,000ADDED6,200
FIRST REPUBLIC BANK SAN FRANCI CD0.3015,75015,707,000ADDED6,200
DISCOVER BANK CD0.3015,75015,705,000ADDED6,200
JPMORGAN CHASE BANK NA CD M/W QTRLY CLBL0.3015,75015,649,000ADDED6,200
MOUNTAIN COMM BK ERWIN TENN CD MTHLY0.1910,0009,998,000NEW
UNIVERSITY BANK CD MTHLY0.1910,0009,997,000NEW
UNITED FIDELITY BANK CD0.1910,0009,997,000NEW
WELLS FARGO BANK NATIONAL ASSN CD0.168,2008,179,000NEW
CUSTOMERS BK PHOENIXVILLE PA CD0.168,1508,140,000NEW
WEBSTER BANK WATERBURY CD0.157,8757,852,000ADDED6,200
WESTERN ALLIANCE BANCORP CD0.052,4002,400,000NEW
BEAL BK PLANO TEX CD0.021,0981,096,000NEW
BMO HARRIS BK NATL ASSN CHICAG CD0.021,0981,095,000NEW
TRULIEVE CANNABIS CORP COM0.0135,910385,000ADDED1,032
SITIO ROYALTIES CO COM0.009,064267,000NEW
FVCBANKCORP INC CD0.00198198,000NEW
ANHEUSER-BUSCH INBEV SA/NV ADR SPONSORED0.001,63888,000ADDED6,200
GSK PLC ADR SPONSORED0.002528,000ADDED6,200
HALEON PLC ADR0.003783,000ADDED6,200
MICRO FOCUS INTERNATIONAL PLC ADR SPONSORED0.001261,000ADDED6,200
WELLS FARGO BANK NATIONAL ASSN CD0.000.000.00SOLD OFF-100
SEARS CANADA INC COM0.001,5960.00ADDED3,700
JPMORGAN CHASE BANK NA CD M/W CLBL0.000.000.00SOLD OFF-100
BEAL BK PLANO TEX CD0.000.000.00SOLD OFF-100
BP ADR SPONSORED0.000.000.00SOLD OFF-100

Recent News

National Association of Plan Advisors

Top DC Advisor Teams (2022).8 months ago

National Association of Plan Advisors

GlobeNewswire

New Consultant Joins Burnham Benefits — Los Angeles Expansion ....4 years ago