Gibson Wealth Advisors Portfolio holdings
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
|
+$4.33M |
| 2 |
Vanguard FTSE All-World ex-US ETF
VEU
|
+$1.42M |
| 3 |
Vanguard Total Stock Market ETF
VTI
|
+$1.36M |
| 4 |
Fidelity MSCI Utilities Index ETF
FUTY
|
+$952K |
| 5 |
Southside Bancshares
SBSI
|
+$342K |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Vanguard Total Bond Market
BND
|
+$2.31M |
| 2 |
Vanguard Short-Term Bond ETF
BSV
|
+$1.17M |
| 3 |
Vanguard Total International Stock ETF
VXUS
|
+$952K |
| 4 |
Vanguard Total International Bond ETF
BNDX
|
+$749K |
| 5 |
State Street SPDR Portfolio Aggregate Bond ETF
SPAB
|
+$183K |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Industrials | 6.32% |
| 2 | Energy | 3.99% |
| 3 | Consumer Staples | 2.79% |
| 4 | Utilities | 2.63% |
| 5 | Technology | 1.25% |
Similar funds
Gibson Wealth Advisors's Q2 2022 Portfolio in Review
As of Q2 2022, Gibson Wealth Advisors held 141 positions worth $89.7M, down 8.4% from $98M the previous quarter. Its ten largest holdings account for 87% of the portfolio.
Gibson Wealth Advisors deployed $3.43M of net new capital in Q2 2022, opening 7 new positions and adding to 13 existing holdings. Its largest new stake was Vanguard FTSE All-World ex-US ETF: 26,482 shares worth $1.32M.
By sector, the portfolio is most concentrated in Industrials at 6.3% of assets, down from 7.2% a quarter earlier, followed by Energy and Consumer Staples.
On the sell side, the largest reduction was Vanguard Total Bond Market, an estimated $2.31M trimmed.
- Gibson Wealth Advisors's largest Q2 2022 buy was Vanguard FTSE All-World ex-US ETF: 26,482 shares worth $1.32M.
- Gibson Wealth Advisors added most to Vanguard Short-Term Inflation-Protected Securities Index Fund in Q2 2022, an estimated $4.33M increase.
- Gibson Wealth Advisors's biggest Q2 2022 reduction was Vanguard Total Bond Market, cutting an estimated $2.31M.
- Gibson Wealth Advisors fully exited Vanguard Total International Bond ETF in Q2 2022, selling an estimated $749K.
- Gibson Wealth Advisors's ten largest holdings make up 87% of its $89.7M portfolio in Q2 2022.
- Gibson Wealth Advisors opened 7 new positions and closed 17 in Q2 2022.
- Gibson Wealth Advisors's portfolio value fell 8.4% quarter-over-quarter to $89.7M.
Based on Gibson Wealth Advisors's 13F filing for Q2 2022, filed 7 Sep 2022.