GWM
Gibbs Wealth Management Portfolio
Invests via Gibbs Wealth Management | Managed by Edward Byron Gibbs, Valerie Smithey
Invests via Gibbs Wealth Management
Managed by Edward Byron Gibbs, Valerie Smithey
Automatically Tracked
Company Profile
Regional wealth manager specializing in holistic wealth planning, investment advisory, and fiduciary services for high-net-worth individuals and families, Gibbs Wealth Management combines discretionary portfolio management with financial planning, tax-aware strategies, and retirement solutions. Emphasis on personalized advice, multi-asset portfolios and continuity planning for intergenerational clients.
Regional wealth manager specializing in holistic wealth planning, investment advisory, and fiduciary services for high-net-worth individuals and families, Gibbs Wealth Management combines discretionary portfolio management with financial planning, tax-aware strategies, and retirement solutions. Emphasis on personalized advice, multi-asset portfolios and continuity planning for intergenerational clients.
Investment Philosophy & Strategy
Prioritizes tailored, fiduciary-focused wealth management for high-net-worth families, blending discretionary multi-asset portfolios with tax-aware planning and continuity strategies. Capital allocation favors diversified income and growth buckets across public equities, fixed income, alternatives and tax-efficient vehicles, combining passive core exposures with selective active tilts. Investment horizon is long-term and intergenerational, governed by liability-aware risk budgeting, drawdown control and liquidity planning. Emphasizes personalized governance, tax optimization and retirement income sustainability.
Prioritizes tailored, fiduciary-focused wealth management for high-net-worth families, blending discretionary multi-asset portfolios with tax-aware planning and continuity strategies. Capital allocation favors diversified income and growth buckets across public equities, fixed income, alternatives and tax-efficient vehicles, combining passive core exposures with selective active tilts. Investment horizon is long-term and intergenerational, governed by liability-aware risk budgeting, drawdown control and liquidity planning. Emphasizes personalized governance, tax optimization and retirement income sustainability.
Disclaimer: This Portfolio is derived from and computed based on publicly available data from SEC filings.
Gain and growth charts are calculated per selected timeframe:
37.54%
Gain +0.46%
Monthly
1.14%
Yearly
14.58%
Drawdown
21.92%
$829.05M
Equity
Holdings
$829.05M
Investment
$732.13M
$115.93M
Profit +$2.75M
Realized
$19M
Unrealized
$96.93M
Dividends
$19.49M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.46%
Profit
$2.75M
Win %
65%
This Week
Compared To Last Week
Gain
0.33%
Profit
$2.75M
Win %
65%
This Month
Compared to last month
Gain
0.33%
Profit
$2.75M
Win %
65%
This Year
Compared to last year
Gain
10.27%
Profit
$74.95M
Win %
64%
AMZN Amazon.com Inc
+15.32%
+$1.74M 
DXCM DexCom, Inc.
+11.95%
+$33,492.69 
SPSC SPS Commerce Inc.
+11.48%
+$28,206.36 
MPWR Monolithic Power Systems, Inc.
+8.35%
+$116,221.28 
ETN Eaton Corporation plc
+7.32%
+$17,976.85 
GOOG Alphabet Inc
+6.88%
+$487,124.79 
GOOGL Alphabet Inc
+6.73%
+$780,562.86 
GH Guardant Health Inc.
+6.33%
+$57,213.4 
NVT nVent Electric plc
+6.24%
+$75,770.73 
AEIS Advanced Energy Industries Inc.
+5.56%
+$23,439.33 
COHR Coherent Corp.
+5.55%
+$22,542.92 
LECO Lincoln Electric Holdings, Inc.
+4.43%
+$24,120.75 
SNPS Synopsys, Inc.
+4.41%
+$33,385.8 
LPLA LPL Financial Holdings Inc.
+4.28%
+$26,589.9 
FND Floor & Decor Holdings, Inc.
+4.11%
+$19,081.62 
FTI TechnipFMC plc
+3.98%
+$61,803.44 
MOD Modine Manufacturing Company
+3.69%
+$50,400.34 
YUMC Yum China Holdings Inc.
+3.68%
+$12,315.42 
EXPO Exponent Inc.
+3.53%
+$13,725.6 
TT Trane Technologies plc
+3.33%
+$21,902.32 
REGN Regeneron Pharmaceuticals, Inc.
+3.29%
+$56,012.67 
META Meta Platforms Inc Class A
+3.28%
+$255,016.19 
ARES Ares Management Corporation
+3.2%
+$8,202.01 
CRS Carpenter Technology Corporation
+3.17%
+$23,590.02 
CRWD CrowdStrike Holdings, Inc.
+3.04%
+$17,957.76 
BMI Badger Meter Inc.
+3.04%
+$9,167.42 
MSFT Microsoft Corp.
+3.02%
+$402,525.18 
BCPC Balchem Corporation
+2.97%
+$25,381.65 
NVDA NVIDIA Corporation
+2.93%
+$664,496.35 
TFIN Triumph Financial, Inc.
+2.84%
+$10,966.2 
STRL Sterling Infrastructure, Inc.
+2.76%
+$117,188.53 
NOVT Novanta Inc.
+2.62%
+$46,613.84 
AR Antero Resources Corporation
+2.38%
+$10,693.2 
CVX Chevron Corporation
+2.35%
+$77,147.36 
ORLY O'Reilly Automotive Inc.
+2.28%
+$11,018.63 
CNC Centene Corporation
+2.27%
+$41,235.78 
BP BP p.l.c. Sponsored ADR
+2.26%
+$16,621 
FAST Fastenal Co.
+2.25%
+$5,979.75 
GLW Corning Incorporated
+2.24%
+$37,796.22 
INDI Indie Semiconductor, Inc.
+2.21%
+$3,137.54 
NWG NatWest Group plc Sponsored ADR
+2.21%
+$6,665.37 
SONY Sony Group Corporation - Sponsored American Depositary Receipt
+2.15%
+$17,477.81 
CSCO Cisco Systems, Inc.
+2.14%
+$70,180.83 
OXLC Oxford Lane Capital Corp
+2.12%
+$4,426.05 
CALX Calix Inc.
+2.05%
+$14,070.24 
OXY Occidental Petroleum Corporation
+2%
+$11,997.44 
MMSI Merit Medical Systems, Inc.
+1.99%
+$19,259.34 
KRMN Karman Holdings Inc.
+1.97%
+$7,371.18 
OKE ONEOK, Inc.
+1.95%
+$6,714.66 
CHDN Churchill Downs Incorporated
+1.95%
+$4,456.48 
AVAV AeroVironment Inc.
+1.91%
+$11,866.36 
FIX Comfort Systems USA, Inc.
+1.88%
+$17,931.53 
TSCO Tractor Supply Company
+1.85%
+$7,881.44 
EPAM Epam Systems Inc.
+1.83%
+$29,083.3 
CRM Salesforce Inc
+1.83%
+$63,260.61 
EAT Brinker International Inc.
+1.83%
+$29,802.24 
ORCL Oracle Corporation
+1.81%
+$93,591.96 
CSW CSW Industrials Inc.
+1.76%
+$16,390.92 
FROG JFrog Ltd
+1.75%
+$15,364.55 
ENTG Entegris, Inc.
+1.66%
+$8,799.85 
ZTS Zoetis Inc.
+1.66%
+$12,002.77 
SHEL Shell plc
+1.62%
+$31,474.17 
RMBS Rambus Inc.
+1.62%
+$26,439.28 
ACN Accenture plc Class A
+1.61%
+$13,015.92 
BSX Boston Scientific Corporation
+1.59%
+$2,608.29 
CDW CDW Corporation
+1.55%
+$6,448.5 
VZ Verizon Communications Inc.
+1.52%
+$67,354 
SAP SAP SE Sponsored ADR
+1.51%
+$13,628.76 
LMT Lockheed Martin Corporation
+1.5%
+$6,757.29 
RRC Range Resources Corporation
+1.49%
+$7,893.61 
SPYG SPDR Portfolio S&P 500 Growth ETF
+1.45%
+$657,567.51 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+1.44%
+$8,035.2 
GE General Electric Company
+1.42%
+$14,913.94 
WDAY Workday Inc.
+1.41%
+$6,210.55 
TDC Teradata Corporation
+1.41%
+$9,012.37 
TILE Interface Inc.
+1.36%
+$16,910.52 
CAH Cardinal Health Inc.
+1.3%
+$3,830.23 
CMCSA Comcast Corp
+1.23%
+$7,799.84 
APG Api Group Corporation
+1.22%
+$6,566.88 
COP ConocoPhillips
+1.22%
+$12,919.51 
WFC Wells Fargo & Company
+1.19%
+$32,223.84 
BN Brookfield Corporation
+1.19%
+$4,812.51 
CVLT Commvault Systems Inc.
+1.19%
+$14,133.96 
AMAT Applied Materials, Inc.
+1.18%
+$105,598.56 
ITW Illinois Tool Works Inc.
+1.15%
+$3,344.25 
VUG Vanguard Growth ETF
+1.1%
+$11,148.84 
RBRK Rubrik, Inc.
+1.09%
+$8,934.9 
VMI Valmont Industries, Inc.
+1.07%
+$9,569.24 
NOW ServiceNow, Inc.
+1.05%
+$19,160.88 
CW Curtiss-Wright Corporation
+1.02%
+$18,827.18 
OLLI Ollie's Bargain Outlet Holdings Inc.
+1%
+$3,961.71 
BKR Baker Hughes Company
+0.98%
+$4,739.47 
TDY Teledyne Technologies Incorporated
+0.98%
+$11,898.22 
ADP Automatic Data Processing Inc.
+0.98%
+$5,107.46 
VWO Vanguard FTSE Emerging Markets ETF
+0.96%
+$7,778.4 
TTE TotalEnergies SE
+0.95%
+$10,390.78 
MIR Mirion Technologies, Inc.
+0.94%
+$3,349.08 
UNP Union Pacific Corporation
+0.92%
+$6,835.23 
EQNR Equinor ASA Sponsored ADR
+0.91%
+$10,426.17 
WMB The Williams Companies, Inc.
+0.89%
+$18,460.26 
SCHW Charles Schwab Corporation
+0.87%
+$5,090.54 
NDSN Nordson Corporation
+0.86%
+$4,954.63 
IBM International Business Machines Corporation
+0.86%
+$4,056.8 
IWY iShares Russell Top 200 Growth ETF
+0.85%
+$7,607.49 
GEV GE Vernova Inc.
+0.85%
+$5,102.34 
DUBS Aptus Large Cap Enhanced Yield ETF
+0.84%
+$2,025.8 
MCD McDonald's Corporation
+0.82%
+$24,213.31 
XLI Industrial Select Sector SPDR Fund
+0.81%
+$4,671.9 
THC Tenet Healthcare Corporation
+0.81%
+$13,267.6 
EEM iShares MSCI Emerging Markets ETF
+0.79%
+$4,275.47 
SPEM SPDR Portfolio Emerging Markets ETF
+0.77%
+$96,524.61 
ELF Elf Beauty Inc.
+0.77%
+$3,915.45 
TSLA Tesla, Inc.
+0.76%
+$52,070.6 
MPC Marathon Petroleum Corporation
+0.76%
+$14,191.9 
IWF iShares Russell 1000 Growth ETF
+0.76%
+$2,755.44 
IWX iShares Russell Top 200 Value ETF
+0.74%
+$5,463.45 
IEMG iShares Core MSCI Emerging Markets ETF
+0.73%
+$2,928.22 
SPY SPDR S&P 500 ETF Trust
+0.72%
+$13,750.57 
VOO Vanguard S&P 500 ETF
+0.71%
+$2,527.22 
AME Ametek Inc.
+0.71%
+$14,587.83 
CAT Caterpillar Inc.
+0.7%
+$16,029.06 
BMY Bristol-Myers Squibb Company
+0.69%
+$12,111.75 
IVV iShares Core S&P 500 ETF
+0.69%
+$25,482.24 
CXT Crane NXT Co.
+0.68%
+$5,924.45 
CARG CarGurus, Inc.
+0.67%
+$6,646.56 
DOW Dow Inc.
+0.67%
+$2,220.8 
WMS Advanced Drainage Systems, Inc.
+0.66%
+$4,384.33 
PTC PTC Inc.
+0.66%
+$3,307.5 
PLTR Palantir Technologies Inc.
+0.65%
+$5,102.39 
QQQ Invesco QQQ Trust, Series 1
+0.65%
+$8,493.72 
IWB iShares Russell 1000 ETF
+0.64%
+$3,163.09 
MO Altria Group, Inc.
+0.57%
+$2,062.71 
APH Amphenol Corporation
+0.55%
+$5,476.18 
CHRW C.H. Robinson Worldwide, Inc.
+0.55%
+$3,375.27 
PBH Prestige Consumer Healthcare Inc.
+0.54%
+$2,587.95 
CSMD Congress SMid Growth ETF
+0.54%
+$11,139.3 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.53%
+$1,858.52 
EXPD Expeditors International of Washington, Inc.
+0.53%
+$6,186.44 
GM General Motors Company
+0.52%
+$3,292.68 
Q Qnity Electronics Inc.
+0.51%
+$2,160.15 
IMAX Imax Corporation
+0.5%
+$4,674.72 
IDCC InterDigital, Inc.
+0.49%
+$7,480.5 
AGNCO AGNC Investment Corp. 10.1219% Perpetual Preferred Stock
+0.47%
+$1,535.76 
HON Honeywell International Inc.
+0.47%
+$1,340.07 
SE Sea Ltd.
+0.47%
+$2,905.5 
PNC The PNC Financial Services Group, Inc.
+0.47%
+$1,621.67 
NSC Norfolk Southern Corporation
+0.46%
+$2,861.34 
PJT PJT Partners Inc.
+0.45%
+$6,974.52 
IWD iShares Russell 1000 Value ETF
+0.44%
+$1,551.78 
SNY Sanofi American Depositary Receipt
+0.44%
+$3,081.26 
HEI.A Heico Corporation
+0.44%
+$3,909.83 
NCNO nCino, Inc.
+0.43%
+$1,144.48 
PEN Penumbra Inc.
+0.42%
+$2,881.86 
CSX CSX Corporation
+0.42%
+$8,604.75 
BUFR FT Vestladder Buffer ETF-USD I
+0.41%
+$956.4 
CASY Casey's General Stores Inc.
+0.4%
+$3,629.5 
WST West Pharmaceutical Services, Inc.
+0.4%
+$4,405.89 
PFE Pfizer Inc.
+0.4%
+$3,009.5 
RTX RTX Corporation
+0.39%
+$14,306.04 
VLO Valero Energy Corporation
+0.38%
+$994.84 
AVGO Broadcom Inc.
+0.37%
+$26,890.56 
TMAT Main Thematic Innovation ETF
+0.37%
+$2,263.18 
PG Procter & Gamble Co
+0.37%
+$3,019.41 
BRK-B Berkshire Hathaway Inc.
+0.36%
+$7,981.26 
DFAC Dimensional U.S. Core Equity 2 ETF
+0.36%
+$1,952.64 
BAC Bank of America Corporation
+0.36%
+$10,647.78 
AUB Atlantic Union Bankshares Corporation
+0.35%
+$3,640.05 
SECT Main Sector Rotation ETF
+0.34%
+$50,925.84 
SNA Snap-on Inc.
+0.33%
+$5,838.53 
FSS Federal Signal Corp.
+0.32%
+$3,059.6 
GD General Dynamics Corporation
+0.32%
+$2,930.44 
TTC The Toro Company
+0.32%
+$916.98 
MRK Merck & Co., Inc.
+0.32%
+$5,127.59 
SFBS ServisFirst Bancshares Inc.
+0.31%
+$1,218.28 
NPO EnPro Industries Inc.
+0.31%
+$4,805.38 
MTUM iShares MSCI USA Momentum Factor ETF
+0.27%
+$1,720.38 
JPM JPMorgan Chase & Co.
+0.27%
+$14,266.38 
VT Vanguard Total World Stock ETF
+0.26%
+$1,044.27 
AMP Ameriprise Financial, Inc.
+0.25%
+$1,424.17 
ALLE Allegion plc
+0.22%
+$964.22 
CME CME Group Inc.
+0.21%
+$1,781.28 
RSMV Relative Strength Managed Volatility Strategy ETF
+0.21%
+$1,047.12 
SO The Southern Company
+0.21%
+$652 
BRK-A Berkshire Hathaway Inc.
+0.21%
+$6,439.96 
JNJ Johnson & Johnson
+0.21%
+$4,587.15 
ADI Analog Devices, Inc.
+0.2%
+$21,923.68 
QUAL iShares MSCI USA Quality Factor ETF
+0.18%
+$1,396.03 
USB U.S. Bancorp
+0.17%
+$1,355.18 
T AT&T Inc.
+0.17%
+$2,909.08 
MS Morgan Stanley
+0.17%
+$3,991.7 
RYAN Ryan Specialty Holdings Inc.
+0.16%
+$695.73 
KNSL Kinsale Capital Group Inc.
+0.15%
+$963.62 
CB Chubb Limited
+0.15%
+$1,263.52 
FTCA Franklin California Municipal Income ETF
+0.14%
+$276.85 
SLYV SPDR S&P 600 Small Cap Value ETF
+0.14%
+$814.95 
BDX Becton, Dickinson and Company
+0.1%
+$748 
ISRG Intuitive Surgical, Inc.
+0.1%
+$1,280.48 
C Citigroup Inc.
+0.1%
+$1,997.69 
WM Waste Management, Inc.
+0.1%
+$511.5 
WMT Walmart Inc.
+0.09%
+$1,318.13 
ABT Abbott Laboratories
+0.09%
+$621.27 
JQUA JPMorgan U.S. Quality Factor ETF
+0.08%
+$5,552.76 
TECH Bio-Techne Corporation
+0.08%
+$487.84 
FDS FactSet Research Systems Inc.
+0.07%
+$427.92 
AEP American Electric Power Company, Inc.
+0.06%
+$301.91 
IDXX IDEXX Laboratories, Inc.
+0.05%
+$405.03 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.03%
+$3,015.78 
AVUV Avantis U.S. Small Cap Value ETF
+0.03%
+$75.12 
DIS The Walt Disney Company
+0.03%
+$784.29 
SHYG iShares 0-5 Year High Yield Corporate Bond ETF
+0.02%
+$5,184.91 
JNK SPDR Bloomberg High Yield Bond ETF
+0.02%
+$101.6 
BILS SPDR Bloomberg 3-12 Month T-Bill ETF
+0.02%
+$104.06 
XHLF BondBloxx Bloomberg Six Month Target Duration US Treasury ETF
+0.02%
+$93.58 
SUB iShares Short-Term National Muni Bond ETF
+0.01%
+$44.81 
ILMN Illumina, Inc.
+0.01%
+$37.85 
CDNMF EGR Exploration Ltd.
0%
$0 
CTRA Coterra Energy Inc.
0%
$0 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
HGER Harbor Commodity All-Weather Fund
0%
$0 
JPST JPMorgan Ultra-Short Income ETF
0%
$0 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
0%
$0 
TRI
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
VYM Vanguard High Dividend Yield ETF
0%
$0 
CTVA Corteva Inc.
-11.9%
-$52,756.69 
NVO Novo Nordisk A/S Sponsored ADR
-8.78%
-$177,906.61 
AAPL Apple Inc.
-7.35%
-$1.03M 
MOG-A Moog Inc.
-7.01%
-$139,150.2 
ADPT Adaptive Biotechnologies Corporation
-6.66%
-$11,105.78 
MU Micron Technology, Inc.
-5.9%
-$78,270.99 
SPOT Spotify Technology S.A.
-4.34%
-$22,942.03 
SHOP Shopify Inc.
-4.29%
-$181,681.5 
EDIT Editas Medicine Inc.
-4.09%
-$1,133.88 
AEM Agnico Eagle Mines Limited
-3.63%
-$44,053.72 
BOOT Boot Barn Holdings, Inc.
-3.48%
-$52,401.1 
VCEL Vericel Corporation
-3.47%
-$33,834.9 
RELX Relx PLC Sponsored ADR
-3.25%
-$16,798.04 
CI The Cigna Group
-2.99%
-$59,968.73 
LGND Ligand Pharmaceuticals Inc.
-2.95%
-$48,676.25 
AVY Avery Dennison Corporation
-2.91%
-$24,314.98 
UL Unilever PLC Sponsored American Depositary Receipt
-2.85%
-$52,567.32 
TGTX TG Therapeutics, Inc.
-2.8%
-$42,027.03 
VRSK Verisk Analytics Inc.
-2.75%
-$22,715 
QCOM QUALCOMM Incorporated
-2.63%
-$32,151.5 
POOL Pool Corporation
-2.61%
-$15,327.42 
B BARRICK MINING CORP Common Stock (ABR0)
-2.57%
-$35,695.03 
ABBV AbbVie Inc.
-2.51%
-$72,677.51 
ALGN Align Technology, Inc.
-2.45%
-$13,285.5 
ICE Intercontinental Exchange, Inc.
-2.42%
-$13,477.24 
CSGP CoStar Group, Inc.
-2.38%
-$17,789.8 
HLN Haleon Plc - ADR
-2.37%
-$3,209.52 
YUM Yum! Brands, Inc.
-2.37%
-$19,083.6 
AZTA Azenta, Inc.
-2.33%
-$17,342.28 
PCG PG&E Corporation
-2.25%
-$41,219.6 
HLI Houlihan Lokey Inc.
-2.22%
-$23,974.2 
BAX Baxter International Inc.
-2.21%
-$8,553.23 
BA Boeing Company
-2.15%
-$134,093.68 
NEM Newmont Corporation
-2.14%
-$21,754.6 
SLV iShares Silver Trust
-2.13%
-$13,596.78 
SIVR abrdn Physical Silver Shares ETF
-2.08%
-$10,717.21 
NFLX Netflix, Inc.
-2%
-$83,406.88 
EFX Equifax Inc.
-1.99%
-$10,789.74 
HMC Honda Motor Co., Ltd.
-1.99%
-$15,441.54 
AWK American Water Works Company, Inc.
-1.93%
-$10,945.44 
AMD Advanced Micro Devices, Inc.
-1.9%
-$41,127.33 
UTI Universal Technical Institute Inc.
-1.87%
-$24,660.78 
EPAC Enerpac Tool Group Corp.
-1.81%
-$7,665.24 
RGEN Repligen Corporation
-1.8%
-$27,746.84 
APD Air Products and Chemicals, Inc.
-1.77%
-$9,701.37 
FEMY Femasys Inc.
-1.72%
-$30.25 
BTI British American Tobacco p.l.c. ADR
-1.69%
-$13,593.84 
UNH UnitedHealth Group Incorporated
-1.68%
-$8,052.74 
AON Aon plc
-1.64%
-$19,811.89 
SQ Block, Inc.
-1.64%
-$13,277.25 
LRCX Lam Research Corporation
-1.58%
-$19,453.35 
DBP Invesco DB Precious Metals Fund
-1.56%
-$7,267.68 
NET Cloudflare Inc.
-1.56%
-$11,099.97 
GLD SPDR Gold Shares
-1.49%
-$48,045.29 
CNA CNA Financial Corporation
-1.48%
-$18,198.44 
GLDM SPDR Gold MiniShares Trust
-1.46%
-$4,268.53 
PRIM Primoris Services Corporation
-1.45%
-$10,262.24 
NVS Novartis AG Sponsored ADR
-1.45%
-$31,563.21 
BBAI BigBear.ai Holdings Inc.
-1.41%
-$3,347.28 
YETI FNCL Series 2007 Other Floating Rate Instrument
-1.41%
-$12,167.4 
LUV Southwest Airlines Co.
-1.38%
-$18,823.77 
NKE Nike, Inc. - Class B
-1.37%
-$5,662.54 
ASML ASML Holding N.V. New York Registry Shares
-1.36%
-$27,623.57 
JBTM JBT Marel Corporation
-1.35%
-$12,760.4 
USPH U.S. Physical Therapy Inc.
-1.33%
-$4,090.62 
DD DuPont de Nemours, Inc.
-1.32%
-$4,718.56 
MNST Monster Beverage Corporation
-1.3%
-$40,664.13 
LYG Lloyds Banking Group Plc ADR
-1.28%
-$9,664.88 
FCX Freeport-McMoRan Inc.
-1.28%
-$25,816.32 
EXLS ExlService Holdings Inc.
-1.25%
-$4,902.43 
MDLZ Mondelez International, Inc.
-1.22%
-$14,057.93 
STE STERIS plc
-1.22%
-$6,589.5 
F Ford Motor Company
-1.21%
-$4,452.3 
TJX The TJX Companies, Inc.
-1.21%
-$3,628.78 
NEE NextEra Energy, Inc.
-1.15%
-$6,634.69 
AES AES Corporation
-1.15%
-$21,993.07 
DE Deere & Company
-1.13%
-$14,966.78 
VLUE iShares MSCI USA Value Factor ETF
-1.13%
-$7,402.2 
DEO Diageo plc Sponsored ADR
-1.12%
-$7,216 
LIVN LivaNova PLC
-1.12%
-$14,684.72 
NU Nu Holdings Ltd.
-1.1%
-$3,092 
PNR Pentair plc
-1.1%
-$5,137.01 
TXN Texas Instruments Inc
-1.08%
-$9,340.92 
LOW Lowe's Companies Inc.
-1.08%
-$20,019.15 
PLD Prologis Inc.
-1.08%
-$3,810.96 
MCK McKesson Corporation
-1.08%
-$3,681.4 
INTC Intel Corporation
-1.02%
-$10,061.67 
KO The Coca-Cola Company
-1.02%
-$16,530.3 
UPS United Parcel Service, Inc.
-1%
-$7,000.35 
AZN AstraZeneca PLC American Depositary Shares
-0.99%
-$14,098.1 
ROL Rollins, Inc.
-0.99%
-$1,578.52 
XOM Exxon Mobil Corporation
-0.97%
-$18,116.73 
MET MetLife Inc.
-0.97%
-$13,268.1 
VRTX Vertex Pharmaceuticals Incorporated
-0.95%
-$25,976.2 
TRNO Terreno Realty Corporation
-0.94%
-$4,043.28 
HWKN Hawkins Inc.
-0.92%
-$4,001.97 
HALO Halozyme Therapeutics Inc.
-0.91%
-$6,877.24 
KEX Kirby Corporation
-0.91%
-$8,797.2 
SKY Skyline Champion Corporation
-0.88%
-$9,583.58 
O Realty Income Corporation
-0.87%
-$2,388.96 
JMBS Janus Henderson Mortgage-Backed Securities ETF
-0.85%
-$17,257.7 
LMAT Lemaitre Vascular Inc.
-0.85%
-$8,986.23 
GILD Gilead Sciences Inc.
-0.81%
-$7,092.96 
NVMI Nova Ltd.
-0.81%
-$7,696.02 
PYPL PayPal Holdings Inc
-0.76%
-$5,089.92 
CVS CVS Health Corporation
-0.75%
-$24,039.7 
MA Mastercard Incorporated
-0.74%
-$21,377.52 
MAA Mid-America Apartment Communities, Inc.
-0.73%
-$1,654.26 
GSK GSK plc Sponsored ADR
-0.73%
-$4,507.94 
SPDW SPDR Portfolio Developed World ex-US ETF
-0.71%
-$257,449.32 
MAR Marriott International Inc. - Class A
-0.71%
-$3,967.08 
BJ BJ's Wholesale Club Holdings, Inc.
-0.68%
-$5,556.98 
SPTL SPDR Portfolio Long Term Treasury ETF
-0.67%
-$101,972.63 
GWX SPDR S&P International Small Cap ETF
-0.67%
-$11,092.75 
DUK Duke Energy Corporation
-0.67%
-$7,601.16 
BRO Brown & Brown Inc.
-0.66%
-$2,257.88 
PHYL PGIM Active High Yield Bond ETF
-0.66%
-$9,941.52 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.66%
-$12,681.43 
IEFA iShares Core MSCI EAFE ETF
-0.64%
-$4,003.02 
AMT American Tower Corporation
-0.63%
-$13,151.72 
HSBC HSBC Holdings plc Sponsored ADR
-0.63%
-$3,832.38 
ACIW ACI Worldwide, Inc.
-0.62%
-$7,222.68 
EFA iShares MSCI EAFE ETF
-0.62%
-$1,679.04 
EME EMCOR Group, Inc.
-0.62%
-$7,004.93 
PM Philip Morris International Inc.
-0.61%
-$21,642.2 
MSCI MSCI Inc.
-0.61%
-$9,873.5 
ROST Ross Stores, Inc.
-0.59%
-$6,592.51 
DAR Darling Ingredients Inc.
-0.59%
-$4,228.2 
WEC WEC Energy Group Inc.
-0.57%
-$2,891.08 
SBUX Starbucks Corporation
-0.57%
-$14,809.8 
WAB Wabtec Corporation
-0.55%
-$7,172.8 
COF Capital One Financial Corporation
-0.54%
-$6,924.67 
LLY Eli Lilly and Company
-0.53%
-$36,412.2 
BR Broadridge Financial Solutions, Inc.
-0.53%
-$2,305.02 
EFV iShares MSCI EAFE Value ETF
-0.53%
-$6,026.02 
CELH Celsius Holdings Inc.
-0.48%
-$1,571.22 
SPG Simon Property Group, Inc.
-0.46%
-$2,346.51 
WSO Watsco Inc.
-0.46%
-$1,274.15 
PEP PepsiCo, Inc.
-0.46%
-$8,046.08 
COO The Cooper Companies, Inc.
-0.45%
-$4,498.56 
SPMB SPDR Portfolio Mortgage Backed Bond ETF
-0.45%
-$84,344.5 
IEV iShares Europe ETF
-0.44%
-$2,004.75 
TMO Thermo Fisher Scientific Inc.
-0.43%
-$7,592.87 
HD The Home Depot, Inc.
-0.42%
-$5,190.33 
MELI MercadoLibre, Inc.
-0.41%
-$1,882.77 
ABCB Ameris Bancorp
-0.41%
-$4,813.2 
AIG American International Group Inc.
-0.39%
-$6,828.06 
AXP American Express Company
-0.38%
-$1,596.38 
LII Lennox International Inc.
-0.38%
-$1,494.65 
MDT Medtronic plc
-0.37%
-$4,747.2 
RSG Republic Services, Inc.
-0.37%
-$1,530.36 
ABNB Airbnb, Inc.
-0.37%
-$2,850.41 
KVUE Kenvue Inc.
-0.36%
-$1,037.75 
TMUS T-Mobile US, Inc.
-0.36%
-$667.16 
INTL Main International ETF
-0.36%
-$799.08 
OSK Oshkosh Corporation
-0.36%
-$1,115.88 
RIO Rio Tinto Plc Sponsored ADR
-0.34%
-$1,096.59 
JBBB Janus Henderson B-BBB CLO ETF
-0.34%
-$8,485.76 
JAAA Janus Henderson AAA CLO ETF
-0.34%
-$12,488.37 
ADSK Autodesk, Inc.
-0.33%
-$5,602.52 
CEG Constellation Energy Corporation
-0.31%
-$1,424.79 
FTSM First Trust Enhanced Short Maturity Fund
-0.3%
-$1,596.06 
RY Royal Bank of Canada
-0.29%
-$9,256.29 
MORN Morningstar, Inc.
-0.28%
-$964.13 
IEF iShares 7-10 Year Treasury Bond ETF
-0.28%
-$1,918.28 
VTV Vanguard Value ETF
-0.27%
-$1,364.06 
GOVT iShares U.S. Treasury Bond ETF
-0.27%
-$51,227.94 
SLYG SPDR S&P 600 Small Cap Growth ETF
-0.26%
-$12,522.9 
OLED Universal Display Corporation
-0.25%
-$682.6 
COST Costco Wholesale Corporation
-0.24%
-$9,243 
HBAN Huntington Bancshares Incorporated
-0.23%
-$524.63 
SXT Sensient Technologies Corporation
-0.23%
-$2,901.45 
VB Vanguard Small-Cap ETF
-0.22%
-$642.82 
MUFG Mitsubishi UFJ Financial Group, Inc. Sponsored ADR
-0.22%
-$1,146.95 
MDYV SPDR S&P 400 Mid Cap Value ETF
-0.22%
-$1,593.69 
KNG Fidelity S&P 500 Dividend Aristocrats ETF
-0.22%
-$835.23 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-0.21%
-$1,106.64 
BUYW Main Buywrite ETF
-0.21%
-$1,045.32 
MEDP Medpace Holdings Inc.
-0.21%
-$1,452.99 
PODD Insulet Corporation
-0.2%
-$724.64 
RSP Invesco S&P 500 Equal Weight ETF
-0.17%
-$669.34 
BIZD VanEck BDC Income ETF
-0.16%
-$2,672.12 
SPYV SPDR Portfolio S&P 500 Value ETF
-0.16%
-$43,465.57 
ODFL Old Dominion Freight Line, Inc.
-0.15%
-$1,220.67 
IXUS iShares Core International Stock ETF
-0.15%
-$613.62 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
-0.15%
-$22,740.24 
JKHY Jack Henry & Associates, Inc.
-0.13%
-$439.44 
EZU iShares MSCI Eurozone ETF
-0.12%
-$582.08 
STZ Constellation Brands, Inc.
-0.12%
-$2,368.95 
MUB iShares National Muni Bond ETF
-0.11%
-$1,448.88 
IJH iShares Core S&P Mid-Cap ETF
-0.11%
-$879.6 
UFPT UFP Technologies Inc.
-0.1%
-$1,741.24 
VIK Viking Holdings Ltd
-0.1%
-$592.9 
MDYG SPDR S&P 400 Mid Cap Growth ETF
-0.08%
-$677.43 
SAN Banco Santander S.A. Sponsored ADR
-0.07%
-$353.33 
SPSB SPDR Portfolio Short Term Corporate Bond ETF
-0.07%
-$4,804.04 
SEIC SEI Investments Company
-0.06%
-$637.63 
STIP iShares 0-5 Year TIPS Bond ETF
-0.05%
-$142.4 
VO Vanguard Mid-Cap ETF
-0.05%
-$368.64 
HLNE Hamilton Lane Inc.
-0.04%
-$222.76 
SCHO Schwab Short-Term U.S. Treasury ETF
-0.04%
-$84.11 
WTW Willis Towers Watson Public Limited Company
-0.04%
-$214.07 
V Visa Inc. Class A
-0.04%
-$3,305.02 
ING ING Groep N.V. Sponsored ADR
-0.03%
-$313.76 
USHY iShares Broad USD High Yield Corporate Bond ETF
-0.03%
-$1,127.38 
UBER Uber Technologies, Inc.
-0.01%
-$106.87 Events
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Dividends
Dividend Analysis
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| Trades 2698 | Longs Won 1674/2698 62% | Profit Factor 3.73 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $195,480.72 |
| Average Win $94,588.93 | Best Trade (Aug 02) $4.34M | Sharpe Ratio -9.32 |
| Average Loss -$41,415.55 | Worst Trade (Aug 02) -$1.06M | Z-Score 6.86 (100%) |
| Commissions $0 | Avg. Trade Length 1y 1m 1w 1d | Expectancy $42,969.73 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 20,000 | 18,000 | 16,000 | 14,000 | 12,000 | 10,000 | 8,000 | 6,000 | 4,000 | 2,000 |
Hover over the desired column for a detailed explanation.
Returns
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Option values are updated at end of day.
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Option values are updated at end of day.
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FAQ
Which stocks have generated the highest profits for Gibbs Wealth Management?
The largest contributions to the portfolio's profits come from the following stocks: SPDR Portfolio S&P 500 Growth ETF - $2.4M, Oracle Corporation - $2.02M, iShares 0-5 Year High Yield Corporate Bond ETF - $1.98M, Main Sector Rotation ETF - $1.83M, and SPDR Portfolio Developed World ex-US ETF - $1.71M. These positions have been the main drivers of growth and have significantly impacted the investor's overall performance.
Which stocks have generated the largest losses for this investor?
The largest losses in the portfolio are associated with the following stocks: Adobe Inc - $1.05M, Novo Nordisk A/S Sponsored ADR - $582,253.93, ICON plc - $516,163.37, UnitedHealth Group Incorporated - $477,920.24, and West Pharmaceutical Services, Inc - $474,238.89. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Gibbs Wealth Management's portfolio generate?
The portfolio generates substantial dividend income, with a total of $19.49M earned over time. The largest contributors to dividend income include iShares 0-5 Year High Yield Corporate Bond ETF - $1.97M, iShares U.S. Treasury Bond ETF - $1.19M, SPDR Portfolio Developed World ex-US ETF - $1.14M, Vanguard Intermediate-Term Corporate Bond Fund - $1.13M, and SPDR Portfolio Mortgage Backed Bond ETF - $1.03M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Gibbs Wealth Management's monthly returns?
Gibbs Wealth Management's monthly returns appear quite volatile. The gap between stronger and weaker months is meaningful, which suggests that the strategy can experience noticeable swings over relatively short periods. For users assessing this profile, that usually means returns may be attractive over time, but the path can be uneven and harder to tolerate during weaker periods.
Can Gibbs Wealth Management's strategy be considered aggressive or moderate?
Gibbs Wealth Management's strategy can be described as moderate. It balances growth potential with risk management, showing a willingness to accept some volatility while still maintaining a relatively structured and diversified approach.
Should beginners follow Gibbs Wealth Management's strategy?
Gibbs Wealth Management's strategy is probably not ideal for beginners. The combination of risk, volatility, or portfolio complexity may make it harder to follow and understand without prior experience. Users who are new to investing may find it challenging to replicate or tolerate the performance swings.
