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:
37.35%
Gain -0.64%
Monthly
1.08%
Yearly
13.72%
Drawdown
21.92%
$829.94M
Equity
Holdings
$829.94M
Investment
$732.13M
$116.82M
Profit -$2.88M
Realized
$19M
Unrealized
$97.82M
Dividends
$21.1M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.64%
Profit
-$2.88M
Win %
61%
This Week
Compared To Last Week
Gain
-0.79%
Profit
-$6.59M
Win %
61%
This Month
Compared to last month
Gain
-2.18%
Profit
-$18.5M
Win %
61%
This Year
Compared to last year
Gain
10.39%
Profit
$75.84M
Win %
60%
LRCX Lam Research Corporation
+5.04%
+$56,207.62 
COHR Coherent Corp.
+4.78%
+$23,048.18 
BMI Badger Meter Inc.
+4.57%
+$13,496.45 
AMAT Applied Materials, Inc.
+4.14%
+$309,277.62 
YETI FNCL Series 2007 Other Floating Rate Instrument
+3.2%
+$22,944.24 
FEMY Femasys Inc.
+3.14%
+$48.4 
COO The Cooper Companies, Inc.
+2.83%
+$20,720.64 
KRMN Karman Holdings Inc.
+2.77%
+$7,727.85 
EDIT Editas Medicine Inc.
+2.76%
+$773.1 
ENTG Entegris, Inc.
+2.71%
+$16,556.4 
NVT nVent Electric plc
+2.56%
+$32,473.17 
GLW Corning Incorporated
+2.55%
+$47,026.98 
AEIS Advanced Energy Industries Inc.
+2.54%
+$9,941.15 
FIX Comfort Systems USA, Inc.
+2.4%
+$21,264.51 
MPWR Monolithic Power Systems, Inc.
+2.4%
+$29,692.77 
ISRG Intuitive Surgical, Inc.
+2.33%
+$31,835.11 
FDS FactSet Research Systems Inc.
+2.32%
+$16,272.41 
AVGO Broadcom Inc.
+2.24%
+$145,377.28 
ETN Eaton Corporation plc
+2.08%
+$5,419.73 
Q Qnity Electronics Inc.
+1.96%
+$7,495.17 
TXN Texas Instruments Inc
+1.93%
+$15,403.11 
ADI Analog Devices, Inc.
+1.84%
+$197,315.82 
LUV Southwest Airlines Co.
+1.61%
+$19,421.35 
HALO Halozyme Therapeutics Inc.
+1.57%
+$15,564.28 
EME EMCOR Group, Inc.
+1.54%
+$15,966.68 
SIVR abrdn Physical Silver Shares ETF
+1.53%
+$8,702 
SLV iShares Silver Trust
+1.53%
+$10,734.3 
MPC Marathon Petroleum Corporation
+1.41%
+$35,212.4 
UTI Universal Technical Institute Inc.
+1.39%
+$9,535.49 
ASML ASML Holding N.V. New York Registry Shares
+1.37%
+$27,414.32 
WMB The Williams Companies, Inc.
+1.35%
+$28,422.94 
TGTX TG Therapeutics, Inc.
+1.33%
+$21,013.5 
OKE ONEOK, Inc.
+1.31%
+$4,707.98 
BKR Baker Hughes Company
+1.25%
+$5,676.12 
OLLI Ollie's Bargain Outlet Holdings Inc.
+1.25%
+$5,155.65 
ELF Elf Beauty Inc.
+1.22%
+$7,085.1 
STRL Sterling Infrastructure, Inc.
+1.21%
+$44,603.13 
APG Api Group Corporation
+1.09%
+$5,540.83 
MU Micron Technology, Inc.
+1.07%
+$15,864.94 
CME CME Group Inc.
+1.02%
+$8,656.28 
TJX The TJX Companies, Inc.
+0.99%
+$2,362.5 
WSO Watsco Inc.
+0.95%
+$2,583.9 
MOG-A Moog Inc.
+0.91%
+$15,334.92 
ICE Intercontinental Exchange, Inc.
+0.87%
+$4,765.04 
APH Amphenol Corporation
+0.85%
+$16,677.64 
MNST Monster Beverage Corporation
+0.84%
+$24,014.25 
CSGP CoStar Group, Inc.
+0.82%
+$6,099.36 
VLO Valero Energy Corporation
+0.76%
+$2,625.04 
BOOT Boot Barn Holdings, Inc.
+0.75%
+$8,960.8 
IDCC InterDigital, Inc.
+0.74%
+$11,968.8 
AMZN Amazon.com Inc
+0.74%
+$90,062.94 
HWKN Hawkins Inc.
+0.7%
+$2,875.36 
CXT Crane NXT Co.
+0.66%
+$5,078.1 
MOD Modine Manufacturing Company
+0.63%
+$8,176.84 
OXLC Oxford Lane Capital Corp
+0.61%
+$1,281.22 
IDXX IDEXX Laboratories, Inc.
+0.61%
+$4,605 
MCD McDonald's Corporation
+0.58%
+$15,848.64 
MSCI MSCI Inc.
+0.57%
+$8,886.23 
T AT&T Inc.
+0.57%
+$10,545.42 
SE Sea Ltd.
+0.56%
+$3,312.27 
GOOGL Alphabet Inc
+0.55%
+$66,697.31 
GEV GE Vernova Inc.
+0.54%
+$3,063.86 
AME Ametek Inc.
+0.5%
+$10,039.77 
RYAN Ryan Specialty Holdings Inc.
+0.5%
+$1,987.79 
WMT Walmart Inc.
+0.5%
+$6,985.93 
OLED Universal Display Corporation
+0.47%
+$1,245.74 
RMBS Rambus Inc.
+0.47%
+$7,293.6 
DBP Invesco DB Precious Metals Fund
+0.46%
+$2,287.09 
GOOG Alphabet Inc
+0.46%
+$33,295.2 
NVMI Nova Ltd.
+0.46%
+$3,811.93 
BRO Brown & Brown Inc.
+0.45%
+$1,393.16 
CHDN Churchill Downs Incorporated
+0.44%
+$996.48 
MAR Marriott International Inc. - Class A
+0.44%
+$2,185.62 
CAT Caterpillar Inc.
+0.39%
+$8,905.02 
VMI Valmont Industries, Inc.
+0.38%
+$3,374.6 
VRSK Verisk Analytics Inc.
+0.36%
+$2,663.85 
DXCM DexCom, Inc.
+0.36%
+$1,184.09 
IMAX Imax Corporation
+0.35%
+$3,506.04 
SNPS Synopsys, Inc.
+0.29%
+$2,214.86 
ABT Abbott Laboratories
+0.28%
+$2,001.87 
BN Brookfield Corporation
+0.26%
+$914.37 
AZN AstraZeneca PLC American Depositary Shares
+0.25%
+$3,483.06 
GLD SPDR Gold Shares
+0.24%
+$8,292.62 
ITW Illinois Tool Works Inc.
+0.24%
+$668.85 
GLDM SPDR Gold MiniShares Trust
+0.23%
+$717.4 
EQNR Equinor ASA Sponsored ADR
+0.23%
+$2,817.9 
SFBS ServisFirst Bancshares Inc.
+0.22%
+$1,566.36 
MTUM iShares MSCI USA Momentum Factor ETF
+0.21%
+$1,321.74 
NVO Novo Nordisk A/S Sponsored ADR
+0.18%
+$3,141.84 
SCHW Charles Schwab Corporation
+0.14%
+$839.1 
EFX Equifax Inc.
+0.14%
+$691.65 
PRIM Primoris Services Corporation
+0.13%
+$827.6 
AGNCO AGNC Investment Corp. 10.1219% Perpetual Preferred Stock
+0.12%
+$383.94 
COST Costco Wholesale Corporation
+0.12%
+$4,256.74 
MORN Morningstar, Inc.
+0.11%
+$385.64 
MO Altria Group, Inc.
+0.1%
+$370.23 
NVDA NVIDIA Corporation
+0.1%
+$24,438.54 
MA Mastercard Incorporated
+0.09%
+$2,439.65 
SEIC SEI Investments Company
+0.09%
+$956.43 
TMUS T-Mobile US, Inc.
+0.08%
+$148.26 
JBBB Janus Henderson B-BBB CLO ETF
+0.06%
+$1,591.08 
JAAA Janus Henderson AAA CLO ETF
+0.04%
+$1,469.22 
YUM Yum! Brands, Inc.
+0.04%
+$256.5 
AES AES Corporation
+0.03%
+$646.86 
ABNB Airbnb, Inc.
+0.03%
+$254.55 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.03%
+$2,513.15 
BILS SPDR Bloomberg 3-12 Month T-Bill ETF
+0.02%
+$113.43 
ABCB Ameris Bancorp
+0.02%
+$200.55 
IWF iShares Russell 1000 Growth ETF
+0.02%
+$61.92 
SPYG SPDR Portfolio S&P 500 Growth ETF
+0.01%
+$5,906.3 
XHLF BondBloxx Bloomberg Six Month Target Duration US Treasury ETF
+0.01%
+$46.79 
TT Trane Technologies plc
+0.01%
+$59.73 
FTSM First Trust Enhanced Short Maturity Fund
+0.01%
+$44.34 
AIG American International Group Inc.
+0.01%
+$110.13 
CDNMF EGR Exploration Ltd.
0%
$0 
CELH Celsius Holdings Inc.
0%
$0 
CTRA Coterra Energy Inc.
0%
$0 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
SQ Block, Inc.
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 TRI
TRI
0%
$0 
QCOM QUALCOMM Incorporated
-5.73%
-$87,147.35 
GM General Motors Company
-5.02%
-$31,137.3 
NFLX Netflix, Inc.
-4.85%
-$208,517.2 
CVLT Commvault Systems Inc.
-4.23%
-$64,422.08 
NET Cloudflare Inc.
-4.15%
-$34,860.45 
F Ford Motor Company
-4.08%
-$13,727.92 
GH Guardant Health Inc.
-3.85%
-$41,782.46 
RBRK Rubrik, Inc.
-3.68%
-$45,476.35 
SAN Banco Santander S.A. Sponsored ADR
-3.41%
-$17,843.17 
ORCL Oracle Corporation
-3.3%
-$201,364.52 
EAT Brinker International Inc.
-3.27%
-$50,601.72 
ACN Accenture plc Class A
-3.17%
-$29,891.96 
CRWD CrowdStrike Holdings, Inc.
-2.99%
-$23,370.56 
DOW Dow Inc.
-2.92%
-$9,549.44 
IBM International Business Machines Corporation
-2.83%
-$14,273.28 
PEP PepsiCo, Inc.
-2.79%
-$46,893.56 
FTI TechnipFMC plc
-2.54%
-$41,615.82 
CDW CDW Corporation
-2.4%
-$10,260.28 
RELX Relx PLC Sponsored ADR
-2.36%
-$11,433.96 
WDAY Workday Inc.
-2.35%
-$13,061.65 
PBH Prestige Consumer Healthcare Inc.
-2.32%
-$10,351.8 
MUFG Mitsubishi UFJ Financial Group, Inc. Sponsored ADR
-2.25%
-$12,157.67 
LYG Lloyds Banking Group Plc ADR
-2.23%
-$16,007.46 
CEG Constellation Energy Corporation
-2.15%
-$9,920.74 
EPAM Epam Systems Inc.
-2.13%
-$38,267.47 
ACIW ACI Worldwide, Inc.
-2.13%
-$21,832.56 
DIS The Walt Disney Company
-2.06%
-$56,730.31 
INDI Indie Semiconductor, Inc.
-2.05%
-$2,877.57 
MDLZ Mondelez International, Inc.
-2.03%
-$23,003.84 
SKY Skyline Champion Corporation
-2.03%
-$23,284.05 
STZ Constellation Brands, Inc.
-1.97%
-$38,061.13 
BBAI BigBear.ai Holdings Inc.
-1.94%
-$4,602.51 
GSK GSK plc Sponsored ADR
-1.93%
-$11,685.07 
VRTX Vertex Pharmaceuticals Incorporated
-1.92%
-$56,058.79 
ADPT Adaptive Biotechnologies Corporation
-1.87%
-$3,674.56 
CVS CVS Health Corporation
-1.86%
-$51,122.4 
CNC Centene Corporation
-1.85%
-$37,052.38 
TFIN Triumph Financial, Inc.
-1.76%
-$5,796.42 
SONY Sony Group Corporation - Sponsored American Depositary Receipt
-1.76%
-$14,941.74 
FROG JFrog Ltd
-1.76%
-$18,504.75 
SNY Sanofi American Depositary Receipt
-1.75%
-$12,243.83 
LMT Lockheed Martin Corporation
-1.74%
-$7,340.65 
BIZD VanEck BDC Income ETF
-1.73%
-$30,729.38 
NWG NatWest Group plc Sponsored ADR
-1.72%
-$5,283.52 
CSX CSX Corporation
-1.71%
-$33,599.5 
ODFL Old Dominion Freight Line, Inc.
-1.69%
-$10,912.04 
ALGN Align Technology, Inc.
-1.68%
-$7,846.29 
EFV iShares MSCI EAFE Value ETF
-1.68%
-$19,269.25 
TDC Teradata Corporation
-1.64%
-$10,060.32 
ING ING Groep N.V. Sponsored ADR
-1.62%
-$18,825.6 
USPH U.S. Physical Therapy Inc.
-1.6%
-$5,084.6 
CSCO Cisco Systems, Inc.
-1.57%
-$49,964.13 
APD Air Products and Chemicals, Inc.
-1.57%
-$8,184.96 
META Meta Platforms Inc Class A
-1.53%
-$150,153.84 
INTC Intel Corporation
-1.52%
-$17,905.44 
MELI MercadoLibre, Inc.
-1.52%
-$6,708.23 
HSBC HSBC Holdings plc Sponsored ADR
-1.51%
-$8,894.6 
SAP SAP SE Sponsored ADR
-1.5%
-$15,966.54 
VIK Viking Holdings Ltd
-1.5%
-$7,529.83 
SPOT Spotify Technology S.A.
-1.5%
-$8,004.92 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-1.46%
-$28,331.1 
AVAV AeroVironment Inc.
-1.44%
-$9,980.49 
HMC Honda Motor Co., Ltd.
-1.37%
-$11,264.73 
NOW ServiceNow, Inc.
-1.35%
-$30,888.66 
ALLE Allegion plc
-1.35%
-$5,870.52 
RIO Rio Tinto Plc Sponsored ADR
-1.35%
-$4,386.36 
STE STERIS plc
-1.35%
-$6,565.98 
AEM Agnico Eagle Mines Limited
-1.34%
-$21,705.3 
TILE Interface Inc.
-1.34%
-$16,910.52 
HLN Haleon Plc - ADR
-1.33%
-$1,671.62 
MIR Mirion Technologies, Inc.
-1.32%
-$5,143.23 
FND Floor & Decor Holdings, Inc.
-1.32%
-$5,253.75 
NEM Newmont Corporation
-1.32%
-$17,403.68 
NOVT Novanta Inc.
-1.32%
-$22,538.56 
SO The Southern Company
-1.3%
-$3,683.8 
WEC WEC Energy Group Inc.
-1.29%
-$6,195.15 
AWK American Water Works Company, Inc.
-1.26%
-$7,234.77 
WST West Pharmaceutical Services, Inc.
-1.24%
-$14,664.96 
LGND Ligand Pharmaceuticals Inc.
-1.23%
-$19,526.13 
EXLS ExlService Holdings Inc.
-1.21%
-$4,902.43 
SPDW SPDR Portfolio Developed World ex-US ETF
-1.21%
-$443,386.18 
EFA iShares MSCI EAFE ETF
-1.21%
-$3,256.32 
UNP Union Pacific Corporation
-1.2%
-$8,704.03 
GD General Dynamics Corporation
-1.2%
-$10,256.56 
EZU iShares MSCI Eurozone ETF
-1.19%
-$5,929.94 
AEP American Electric Power Company, Inc.
-1.18%
-$6,210.72 
IEFA iShares Core MSCI EAFE ETF
-1.18%
-$7,434.18 
IEV iShares Europe ETF
-1.18%
-$5,224.5 
CTVA Corteva Inc.
-1.17%
-$4,714.85 
CSW CSW Industrials Inc.
-1.16%
-$9,929.4 
DAR Darling Ingredients Inc.
-1.16%
-$9,043.65 
AVY Avery Dennison Corporation
-1.15%
-$9,410.67 
ILMN Illumina, Inc.
-1.12%
-$10,394.96 
PCG PG&E Corporation
-1.12%
-$15,457.35 
SHOP Shopify Inc.
-1.1%
-$48,794.81 
DUK Duke Energy Corporation
-1.09%
-$11,673.21 
B BARRICK MINING CORP Common Stock (ABR0)
-1.09%
-$17,479.53 
CRM Salesforce Inc
-1.09%
-$50,455.87 
NKE Nike, Inc. - Class B
-1.07%
-$3,807.57 
UPS United Parcel Service, Inc.
-1.07%
-$7,167.02 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-1.06%
-$5,656.16 
DEO Diageo plc Sponsored ADR
-1.06%
-$6,638.72 
PG Procter & Gamble Co
-1.05%
-$8,830.35 
LMAT Lemaitre Vascular Inc.
-1.04%
-$8,573.07 
AR Antero Resources Corporation
-1.04%
-$4,710.1 
O Realty Income Corporation
-1.03%
-$2,516.94 
VYM Vanguard High Dividend Yield ETF
-1.02%
-$3,097.98 
CASY Casey's General Stores Inc.
-1.02%
-$6,424.22 
EXPO Exponent Inc.
-1.01%
-$4,153.8 
SLYV SPDR S&P 600 Small Cap Value ETF
-1.01%
-$5,786.15 
RSG Republic Services, Inc.
-0.99%
-$4,237.92 
SHEL Shell plc
-0.98%
-$20,126.34 
AUB Atlantic Union Bankshares Corporation
-0.96%
-$9,100.12 
FAST Fastenal Co.
-0.96%
-$2,676.65 
WFC Wells Fargo & Company
-0.95%
-$26,221.36 
PJT PJT Partners Inc.
-0.95%
-$13,169 
BP BP p.l.c. Sponsored ADR
-0.95%
-$7,147.03 
TMO Thermo Fisher Scientific Inc.
-0.94%
-$19,120.31 
RTX RTX Corporation
-0.94%
-$30,996.25 
WM Waste Management, Inc.
-0.94%
-$4,661.62 
KEX Kirby Corporation
-0.94%
-$9,493.65 
CARG CarGurus, Inc.
-0.93%
-$8,723.61 
INTL Main International ETF
-0.93%
-$2,109.13 
NSC Norfolk Southern Corporation
-0.93%
-$5,445.7 
TSCO Tractor Supply Company
-0.9%
-$4,151.83 
GWX SPDR S&P International Small Cap ETF
-0.89%
-$15,839.74 
BAX Baxter International Inc.
-0.89%
-$2,971.89 
IXUS iShares Core International Stock ETF
-0.89%
-$3,769.82 
HLI Houlihan Lokey Inc.
-0.89%
-$9,926.16 
TSLA Tesla, Inc.
-0.87%
-$70,494.7 
RSMV Relative Strength Managed Volatility Strategy ETF
-0.85%
-$4,267.01 
HON Honeywell International Inc.
-0.84%
-$2,033.63 
JPM JPMorgan Chase & Co.
-0.84%
-$44,316.84 
BDX Becton, Dickinson and Company
-0.83%
-$6,666 
NU Nu Holdings Ltd.
-0.83%
-$2,222.37 
MSFT Microsoft Corp.
-0.82%
-$121,171.4 
NEE NextEra Energy, Inc.
-0.82%
-$4,401.23 
AVUV Avantis U.S. Small Cap Value ETF
-0.82%
-$1,896.78 
KNSL Kinsale Capital Group Inc.
-0.82%
-$5,142.12 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
-0.81%
-$118,792.96 
SBUX Starbucks Corporation
-0.79%
-$18,882.49 
THC Tenet Healthcare Corporation
-0.79%
-$13,396.98 
NVS Novartis AG Sponsored ADR
-0.79%
-$15,299.13 
HBAN Huntington Bancshares Incorporated
-0.79%
-$1,639.5 
LOW Lowe's Companies Inc.
-0.78%
-$13,404.88 
USB U.S. Bancorp
-0.77%
-$5,728.8 
HLNE Hamilton Lane Inc.
-0.77%
-$3,786.92 
NDSN Nordson Corporation
-0.77%
-$4,663.18 
UBER Uber Technologies, Inc.
-0.76%
-$5,770.98 
CAH Cardinal Health Inc.
-0.76%
-$2,212.74 
KNG Fidelity S&P 500 Dividend Aristocrats ETF
-0.76%
-$2,847.37 
VT Vanguard Total World Stock ETF
-0.74%
-$3,018.2 
TRNO Terreno Realty Corporation
-0.74%
-$2,913.54 
VLUE iShares MSCI USA Value Factor ETF
-0.74%
-$4,985.53 
LECO Lincoln Electric Holdings, Inc.
-0.73%
-$4,110.75 
TTE TotalEnergies SE
-0.73%
-$8,387.73 
CRS Carpenter Technology Corporation
-0.73%
-$4,392.63 
MS Morgan Stanley
-0.72%
-$16,299.36 
ADSK Autodesk, Inc.
-0.72%
-$11,459.7 
ZTS Zoetis Inc.
-0.71%
-$4,953.49 
HD The Home Depot, Inc.
-0.71%
-$7,990.8 
MDYV SPDR S&P 400 Mid Cap Value ETF
-0.7%
-$4,894.9 
AAPL Apple Inc.
-0.7%
-$98,138.25 
LLY Eli Lilly and Company
-0.69%
-$47,341.44 
VB Vanguard Small-Cap ETF
-0.69%
-$1,948 
CW Curtiss-Wright Corporation
-0.68%
-$9,875.25 
MEDP Medpace Holdings Inc.
-0.68%
-$5,067.14 
CALX Calix Inc.
-0.67%
-$4,592.37 
MET MetLife Inc.
-0.67%
-$9,174.75 
VZ Verizon Communications Inc.
-0.66%
-$30,790.4 
SPTL SPDR Portfolio Long Term Treasury ETF
-0.66%
-$98,973.43 
CMCSA Comcast Corp
-0.63%
-$3,899.92 
PFE Pfizer Inc.
-0.63%
-$5,266.62 
RY Royal Bank of Canada
-0.63%
-$19,498.59 
UL Unilever PLC Sponsored American Depositary Receipt
-0.63%
-$11,022.18 
TMAT Main Thematic Innovation ETF
-0.61%
-$3,882.9 
IWX iShares Russell Top 200 Value ETF
-0.6%
-$4,519.15 
MCK McKesson Corporation
-0.6%
-$2,085.6 
AMP Ameriprise Financial, Inc.
-0.6%
-$3,354.01 
BAC Bank of America Corporation
-0.59%
-$16,697.65 
MRK Merck & Co., Inc.
-0.58%
-$10,755.03 
REGN Regeneron Pharmaceuticals, Inc.
-0.57%
-$10,365.49 
WAB Wabtec Corporation
-0.57%
-$7,083.18 
UFPT UFP Technologies Inc.
-0.56%
-$10,726.1 
RSP Invesco S&P 500 Equal Weight ETF
-0.56%
-$2,143.66 
AZTA Azenta, Inc.
-0.55%
-$4,788.54 
SXT Sensient Technologies Corporation
-0.54%
-$7,003.4 
ADP Automatic Data Processing Inc.
-0.54%
-$2,898.82 
PLD Prologis Inc.
-0.54%
-$1,760.76 
CNA CNA Financial Corporation
-0.54%
-$5,989.36 
ARES Ares Management Corporation
-0.54%
-$1,384.22 
YUMC Yum China Holdings Inc.
-0.53%
-$1,584.44 
SLYG SPDR S&P 600 Small Cap Growth ETF
-0.53%
-$24,210.94 
SPYV SPDR Portfolio S&P 500 Value ETF
-0.53%
-$143,437.8 
IJH iShares Core S&P Mid-Cap ETF
-0.53%
-$4,233.07 
IWD iShares Russell 1000 Value ETF
-0.53%
-$1,859.35 
GILD Gilead Sciences Inc.
-0.52%
-$5,236.91 
EPAC Enerpac Tool Group Corp.
-0.52%
-$2,148.59 
JMBS Janus Henderson Mortgage-Backed Securities ETF
-0.52%
-$10,218.37 
MUB iShares National Muni Bond ETF
-0.5%
-$6,218.11 
FTCA Franklin California Municipal Income ETF
-0.5%
-$968.98 
PNC The PNC Financial Services Group, Inc.
-0.49%
-$1,593.72 
PYPL PayPal Holdings Inc
-0.49%
-$3,007.68 
VTV Vanguard Value ETF
-0.49%
-$2,496.96 
SPY SPDR S&P 500 ETF Trust
-0.48%
-$9,372.95 
JNJ Johnson & Johnson
-0.47%
-$10,991.85 
LII Lennox International Inc.
-0.47%
-$1,604.11 
NCNO nCino, Inc.
-0.47%
-$1,430.6 
TTC The Toro Company
-0.46%
-$1,343.85 
ORLY O'Reilly Automotive Inc.
-0.46%
-$2,159.43 
CI The Cigna Group
-0.45%
-$8,706.25 
IEF iShares 7-10 Year Treasury Bond ETF
-0.45%
-$3,053.02 
MDT Medtronic plc
-0.44%
-$6,082.35 
PNR Pentair plc
-0.44%
-$1,724.07 
EXPD Expeditors International of Washington, Inc.
-0.44%
-$5,834.91 
SPMB SPDR Portfolio Mortgage Backed Bond ETF
-0.44%
-$80,127.27 
CB Chubb Limited
-0.44%
-$3,564.08 
DFAC Dimensional U.S. Core Equity 2 ETF
-0.43%
-$2,379.78 
UNH UnitedHealth Group Incorporated
-0.43%
-$1,828.08 
TDY Teledyne Technologies Incorporated
-0.42%
-$4,729.48 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
-0.41%
-$61,834.5 
PODD Insulet Corporation
-0.4%
-$1,251.72 
CHRW C.H. Robinson Worldwide, Inc.
-0.4%
-$2,541.91 
DE Deere & Company
-0.38%
-$5,766.62 
BJ BJ's Wholesale Club Holdings, Inc.
-0.37%
-$2,902.9 
BCPC Balchem Corporation
-0.37%
-$3,258.05 
EEM iShares MSCI Emerging Markets ETF
-0.37%
-$2,094.99 
JQUA JPMorgan U.S. Quality Factor ETF
-0.37%
-$24,987.42 
BMY Bristol-Myers Squibb Company
-0.35%
-$5,921.3 
SECT Main Sector Rotation ETF
-0.34%
-$51,986.79 
WMS Advanced Drainage Systems, Inc.
-0.34%
-$2,071.74 
C Citigroup Inc.
-0.34%
-$6,915.6 
MAA Mid-America Apartment Communities, Inc.
-0.34%
-$692.08 
VO Vanguard Mid-Cap ETF
-0.33%
-$2,442.24 
IEMG iShares Core MSCI Emerging Markets ETF
-0.32%
-$1,359.54 
GOVT iShares U.S. Treasury Bond ETF
-0.32%
-$59,765.93 
JNK SPDR Bloomberg High Yield Bond ETF
-0.31%
-$1,498.6 
ROL Rollins, Inc.
-0.3%
-$415.4 
KO The Coca-Cola Company
-0.3%
-$4,867.22 
BSX Boston Scientific Corporation
-0.3%
-$464.49 
CSMD Congress SMid Growth ETF
-0.3%
-$6,188.5 
BRK-B Berkshire Hathaway Inc.
-0.29%
-$6,393.63 
AXP American Express Company
-0.29%
-$1,143.88 
PHYL PGIM Active High Yield Bond ETF
-0.29%
-$4,322.4 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.29%
-$1,044.22 
IWB iShares Russell 1000 ETF
-0.29%
-$1,465.07 
ROST Ross Stores, Inc.
-0.28%
-$2,790.82 
GE General Electric Company
-0.27%
-$2,520.25 
MDYG SPDR S&P 400 Mid Cap Growth ETF
-0.27%
-$2,107.56 
MMSI Merit Medical Systems, Inc.
-0.26%
-$2,610.45 
COP ConocoPhillips
-0.26%
-$3,029.4 
PEN Penumbra Inc.
-0.25%
-$1,674.03 
USHY iShares Broad USD High Yield Corporate Bond ETF
-0.25%
-$10,146.42 
VOO Vanguard S&P 500 ETF
-0.24%
-$894.42 
BA Boeing Company
-0.24%
-$13,522.08 
IVV iShares Core S&P 500 ETF
-0.24%
-$9,182.65 
XLI Industrial Select Sector SPDR Fund
-0.24%
-$1,288.78 
BRK-A Berkshire Hathaway Inc.
-0.23%
-$7,170.04 
AMD Advanced Micro Devices, Inc.
-0.23%
-$5,675.15 
LPLA LPL Financial Holdings Inc.
-0.23%
-$1,409.1 
JKHY Jack Henry & Associates, Inc.
-0.23%
-$790.92 
LIVN LivaNova PLC
-0.23%
-$2,853.02 
PM Philip Morris International Inc.
-0.22%
-$7,703.22 
AMT American Tower Corporation
-0.22%
-$4,603.06 
WTW Willis Towers Watson Public Limited Company
-0.22%
-$1,119.94 
VWO Vanguard FTSE Emerging Markets ETF
-0.22%
-$1,805.7 
PLTR Palantir Technologies Inc.
-0.21%
-$2,391.81 
FCX Freeport-McMoRan Inc.
-0.21%
-$4,780.8 
FSS Federal Signal Corp.
-0.21%
-$1,797.52 
BUYW Main Buywrite ETF
-0.21%
-$1,045.32 
SHYG iShares 0-5 Year High Yield Corporate Bond ETF
-0.2%
-$44,071.74 
POOL Pool Corporation
-0.2%
-$1,017.69 
OXY Occidental Petroleum Corporation
-0.19%
-$1,231.88 
SUB iShares Short-Term National Muni Bond ETF
-0.19%
-$918.61 
COF Capital One Financial Corporation
-0.19%
-$2,328.64 
QUAL iShares MSCI USA Quality Factor ETF
-0.17%
-$1,326.2 
SNA Snap-on Inc.
-0.17%
-$2,747.52 
CVX Chevron Corporation
-0.17%
-$5,973.97 
RGEN Repligen Corporation
-0.16%
-$3,106.77 
BR Broadridge Financial Solutions, Inc.
-0.16%
-$730.86 
BUFR FT Vestladder Buffer ETF-USD I
-0.15%
-$350.68 
STIP iShares 0-5 Year TIPS Bond ETF
-0.15%
-$415.52 
DUBS Aptus Large Cap Enhanced Yield ETF
-0.14%
-$359.43 
NPO EnPro Industries Inc.
-0.14%
-$1,932.06 
SPG Simon Property Group, Inc.
-0.13%
-$570.18 
JBTM JBT Marel Corporation
-0.13%
-$940.24 
SPSB SPDR Portfolio Short Term Corporate Bond ETF
-0.12%
-$8,407.07 
ABBV AbbVie Inc.
-0.11%
-$3,369.78 
AON Aon plc
-0.11%
-$1,102.45 
HEI.A Heico Corporation
-0.11%
-$865 
KVUE Kenvue Inc.
-0.11%
-$296.5 
BTI British American Tobacco p.l.c. ADR
-0.11%
-$784.26 
PTC PTC Inc.
-0.1%
-$514.5 
TECH Bio-Techne Corporation
-0.1%
-$609.83 
RRC Range Resources Corporation
-0.1%
-$535.13 
SPEM SPDR Portfolio Emerging Markets ETF
-0.1%
-$12,350.2 
V Visa Inc. Class A
-0.09%
-$8,026.82 
VUG Vanguard Growth ETF
-0.09%
-$959.04 
QQQ Invesco QQQ Trust, Series 1
-0.09%
-$1,224.28 
XOM Exxon Mobil Corporation
-0.09%
-$1,657.74 
OSK Oshkosh Corporation
-0.07%
-$218.8 
IWY iShares Russell Top 200 Growth ETF
-0.07%
-$636.67 
HGER Harbor Commodity All-Weather Fund
-0.04%
-$175.41 
SCHO Schwab Short-Term U.S. Treasury ETF
-0.04%
-$75.7 
VCEL Vericel Corporation
-0.03%
-$205.04 
DD DuPont de Nemours, Inc.
-0.02%
-$76.96 
JPST JPMorgan Ultra-Short Income ETF
-0.02%
-$134.65 
SPSC SPS Commerce Inc.
-0.02%
-$55.97 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
-0.01%
-$41.85 Events
Loading...
Dividends
Dividend Analysis
Loading...
No Data
| Trades 2698 | Longs Won 1618/2698 59% | Profit Factor 3.61 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $209,142.02 |
| Average Win $99,856.21 | Best Trade (Aug 14) $5.75M | Sharpe Ratio -9.32 |
| Average Loss -$41,430.26 | Worst Trade (Sep 18) -$1.06M | Z-Score 3.49 (99.95%) |
| Commissions $0 | Avg. Trade Length 1y 2m 3d | Expectancy $43,299.73 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 20,000 | 18,000 | 16,000 | 14,000 | 12,000 | 10,000 | 8,000 | 6,000 | 4,000 | 2,000 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 41,850 | $10.24M | $14.01M | - | $3.77M | 36.78% | -0.696% |
| ABBV AbbVie Inc. | 11,233 | $2.34M | $2.96M | - | $627,190.44 | 26.86% | -0.114% |
| ABCB Ameris Bancorp | 13,370 | $873,469.33 | $1.11M | - | $236,441.22 | 27.07% | +0.018% |
| ABNB Airbnb, Inc. | 5,090 | $646,973.8 | $844,838.2 | - | $197,864.4 | 30.58% | +0.03% |
| ABT Abbott Laboratories | 6,903 | $938,885.14 | $707,695.56 | - | -$231,189.58 | -24.62% | +0.284% |
| ACIW ACI Worldwide, Inc. | 20,063 | $947,345.4 | $1M | - | $57,646.38 | 6.09% | -2.126% |
| ACN Accenture plc Class A | 4,949 | $1.58M | $911,853.25 | - | -$666,898.13 | -42.24% | -3.174% |
| ADI Analog Devices, Inc. | 29,627 | $9.43M | $10.94M | - | $1.52M | 16.08% | +1.836% |
| ADP Automatic Data Processing Inc. | 1,972 | $505,748.6 | $533,958.44 | - | $28,209.84 | 5.58% | -0.54% |
| ADPT Adaptive Biotechnologies Corporation | 6,898 | $382,976.96 | $193,263.34 | - | -$189,713.62 | -49.54% | -1.866% |
| ADSK Autodesk, Inc. | 7,276 | $1.83M | $1.58M | - | -$254,695.89 | -13.89% | -0.72% |
| AEIS Advanced Energy Industries Inc. | 1,536 | $495,682 | $400,745.63 | - | -$94,936.37 | -19.15% | +2.544% |
| AEM Agnico Eagle Mines Limited | 8,039 | $666,139.67 | $1.6M | - | $930,968.46 | 139.76% | -1.341% |
| AEP American Electric Power Company, Inc. | 4,313 | $484,432.7 | $518,336.34 | - | $33,903.64 | 7% | -1.184% |
| AES AES Corporation | 129,371 | $1.77M | $1.92M | - | $148,078.53 | 8.35% | +0.034% |
| AGNCO AGNC Investment Corp. 10.1219% Perpetual Preferred Stock | 12,798 | $319,438.08 | $328,780.62 | - | $9,342.54 | 2.92% | +0.117% |
| AIG American International Group Inc. | 22,026 | $1.7M | $1.67M | - | -$36,156.07 | -2.12% | +0.007% |
| ALGN Align Technology, Inc. | 3,126 | $597,747.52 | $460,147.2 | - | -$137,600.32 | -23.02% | -1.677% |
| ALLE Allegion plc | 2,836 | $373,466.58 | $429,824.16 | - | $56,357.58 | 15.09% | -1.347% |
| AMAT Applied Materials, Inc. | 17,898 | $5.44M | $7.78M | - | $2.34M | 43.05% | +4.14% |
No Data
Option values are updated at end of day.
No Data
No Data
Option values are updated at end of day.
No Data
No Data
No Data
No Data
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, iShares 0-5 Year High Yield Corporate Bond ETF - $2.23M, Oracle Corporation - $2.02M, 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 - $559,531.36, 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 $21.1M earned over time. The largest contributors to dividend income include iShares 0-5 Year High Yield Corporate Bond ETF - $2.22M, iShares U.S. Treasury Bond ETF - $1.32M, Vanguard Intermediate-Term Corporate Bond Fund - $1.26M, SPDR Portfolio Mortgage Backed Bond ETF - $1.15M, and SPDR Portfolio Developed World ex-US ETF - $1.14M. 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.
