Gibson Wealth Advisors LLC
- SEC CIK
- 0001911266
- Latest filing
- Jul 14, 2026
Holdings in Q4 2022
Holdings as of Dec 31, 2022, filed Feb 8, 2023. Long positions only; changes compare share counts with Q3 2022.
- Positions
- 126
- +1 vs. Q3 2022
- Portfolio value
- $5.20B
- +$5.11B (+5,876.6%) vs. Q3 2022
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 6,931,909 | $1.34B | 25.7% | +6,806,828+5,441.9% | Added | – |
| Vanguard Malvern FDS922020805 | STRM INFPROIDX | 19,884,009 | $947.3M | 18.2% | +19,442,048+4,399.0% | Added | – |
| Vanguard S&P 500 ETF922908363 | ETF | 1,638,171 | $578.7M | 11.1% | +1,609,692+5,652.2% | Added | – |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 10,081,047 | $504.6M | 9.7% | +9,896,736+5,369.6% | Added | – |
| NSCNorfolk Southern Corp | Stock | 1,430,667 | $338.5M | 6.5% | +1,407,958+6,200.0% | Added | History |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 773,563 | $143.4M | 2.8% | +759,660+5,464.0% | Added | – |
| XOMExxonMobil Holdings Corp | COM | 1,226,547 | $131.4M | 2.5% | +1,207,078+6,200.0% | Added | History |
| CVXChevron Corp | Stock | 669,186 | $116.8M | 2.2% | +658,564+6,200.0% | Added | History |
| Vanguard Ftse All-World Ex-US Index Fund922042775 | ETF | 2,082,583 | $101.1M | 1.9% | +2,050,845+6,461.8% | Added | – |
| DUKDuke Energy CORP | Stock | 786,500 | $75.7M | 1.5% | +776,000+7,390.5% | Added | History |
| PEPPepsiCo Inc | Stock | 378,000 | $67.4M | 1.3% | +372,000+6,200.0% | Added | History |
| MRKMerck & Co., Inc. | Stock | 630,000 | $64.4M | 1.2% | +620,000+6,200.0% | Added | History |
| PGProcter & Gamble Co | Stock | 410,004 | $57.5M | 1.1% | +403,496+6,200.0% | Added | History |
| Fidelity MSCI Utilities Index ETF316092865 | ETF | 1,287,720 | $56.7M | 1.1% | +1,267,280+6,200.0% | Added | – |
| AAPLApple Inc. | Stock | 376,031 | $53.7M | 1.0% | +372,576+10,783.7% | Added | History |
| EVRGEvergy, Inc. | Stock | 718,200 | $43.1M | 0.8% | +706,800+6,200.0% | Added | History |
| FLOFlowers Foods Inc | COM | 1,406,940 | $39.5M | 0.8% | +1,384,560+6,186.6% | Added | History |
| TAT&T Inc. | Stock | 2,155,293 | $38.6M | 0.7% | +2,121,082+6,200.0% | Added | History |
| KOCoca Cola Co | Stock | 630,000 | $38.0M | 0.7% | +620,000+6,200.0% | Added | History |
| AEPAmerican Electric Power Co Inc | Stock | 378,624 | $34.5M | 0.7% | +375,376+11,557.1% | Added | History |
| CATCaterpillar Inc | Stock | 157,500 | $34.3M | 0.7% | +155,000+6,200.0% | Added | History |
| SPDR Series Trust78464A805 | ST STR PR SP1500 | 661,500 | $31.4M | 0.6% | +651,000+6,200.0% | Added | – |
| TXNTexas Instruments Inc | Stock | 126,126 | $21.0M | 0.4% | +124,124+6,200.0% | Added | History |
| SBSISouthside Bancshares Inc | COM | 554,211 | $19.7M | 0.4% | +544,355+5,523.1% | Added | History |
| Vanguard Energy ETF92204A306 | ETF | 157,500 | $19.2M | 0.4% | +155,000+6,200.0% | Added | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 82,215 | $16.8M | 0.3% | +80,813+5,764.1% | Added | – |
| First Republic Bank San Franci CD33616CJZ4 | CD | – | $15.7M | 0.3% | – | – | – |
| Discover Bank CD254673P75 | CD | – | $15.7M | 0.3% | – | – | – |
| JPMorgan Chase Bank NA CD M/W Qtrly CLBL46593LEE5 | CD M/W QTRLY CLBL | – | $15.6M | 0.3% | – | – | – |
| MMM3M Co | Stock | 119,400 | $14.6M | 0.3% | +118,000+8,428.6% | Added | History |
| SHWSherwin Williams Co | COM | 63,000 | $14.6M | 0.3% | +62,000+6,200.0% | Added | History |
| IBMInternational Business Machines Corp | Stock | 94,500 | $13.0M | 0.3% | +93,000+6,200.0% | Added | History |
| ENBEnbridge Inc | Stock | 315,000 | $12.3M | 0.2% | +310,000+6,200.0% | Added | History |
| MCDMcDonalds Corp | Stock | 43,281 | $11.4M | 0.2% | +42,594+6,200.0% | Added | History |
| NVDANVIDIA Corp | Stock | 76,200 | $11.3M | 0.2% | +76,200 | New | History |
| Mountain Comm BK Erwin Tenn CD Mthly62400PKC3 | CD MTHLY | – | $10.0M | 0.2% | – | New | – |
| United Fidelity Bank CD910286FN8 | CD | – | $10.0M | 0.2% | – | New | – |
| University Bank CD Mthly914098DD7 | CD MTHLY | – | $10.0M | 0.2% | – | New | – |
| Wells Fargo Bank National Assn CD9497633B0 | CD | – | $8.18M | 0.2% | – | New | – |
| Customers BK Phoenixville Pa CD23204HLF3 | CD | – | $8.14M | 0.2% | – | New | – |
| AMZNAmazon Com Inc | Stock | 82,600 | $8.12M | 0.2% | +82,300+27,433.3% | Added | History |
| TRMKTrustmark Corp | COM | 228,690 | $7.99M | 0.2% | +225,060+6,200.0% | Added | History |
| Webster Bank Waterbury CD94768NLF9 | CD | – | $7.85M | 0.2% | – | – | – |
| FCXFreeport-McMoran Inc | Stock | 163,937 | $5.80M | 0.1% | +163,937 | New | History |
| XELXcel Energy Inc | Stock | 86,751 | $5.77M | 0.1% | +85,374+6,200.0% | Added | History |
| QCOMQualcomm Inc | Stock | 47,250 | $5.53M | 0.1% | +46,500+6,200.0% | Added | History |
| WBDWarner Bros. Discovery, Inc. | Stock | 391,134 | $4.45M | 0.1% | +384,666+5,947.2% | Added | History |
| KMBKimberly Clark Corp | Stock | 32,130 | $4.08M | 0.1% | +31,620+6,200.0% | Added | History |
| BMYBristol Myers Squibb Co | Stock | 48,510 | $3.66M | 0.1% | +47,740+6,200.0% | Added | History |
| UNHUnitedHealth Group Inc | Stock | 6,300 | $3.34M | 0.1% | +6,200+6,200.0% | Added | History |
| JNJJohnson & Johnson | Stock | 17,955 | $3.10M | 0.1% | +17,670+6,200.0% | Added | History |
| URIUnited Rentals, Inc. | COM | 8,820 | $2.90M | 0.1% | +8,680+6,200.0% | Added | History |
| CVCOCavco Industries, Inc. | COM | 12,600 | $2.80M | 0.1% | +12,400+6,200.0% | Added | History |
| iShares Russell 2000 Growth ETF464287648 | ETF | 12,600 | $2.76M | 0.1% | +12,400+6,200.0% | Added | – |
| WTRGEssential Utilities, Inc. | COM | 57,015 | $2.58M | <0.1% | +56,110+6,200.0% | Added | History |
| Western Alliance Bancorp CD95763PJF9 | CD | – | $2.40M | <0.1% | – | New | – |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 22,365 | $2.38M | <0.1% | +22,010+6,200.0% | Added | – |
| JPMJPMorgan Chase & Co | Stock | 18,724 | $2.38M | <0.1% | +18,724 | New | History |
| BRK.BBerkshire Hathaway Inc | Stock | 7,875 | $2.34M | <0.1% | +7,000+800.0% | Added | History |
| EMREmerson Electric Co | Stock | 25,200 | $2.27M | <0.1% | +24,800+6,200.0% | Added | History |
| WPCW. P. Carey Inc. | COM | 27,909 | $2.14M | <0.1% | +27,466+6,200.0% | Added | History |
| DDDuPont de Nemours, Inc. | COM | 31,562 | $2.02M | <0.1% | +30,831+4,217.6% | Added | History |
| WMTWalmart Inc. | Stock | 12,600 | $1.79M | <0.1% | +12,400+6,200.0% | Added | History |
| VZVerizon Communications Inc | Stock | 45,423 | $1.71M | <0.1% | +44,702+6,200.0% | Added | History |
| SIRISirius XM Holdings Inc. | COM | 270,900 | $1.67M | <0.1% | +253,600+1,465.9% | Added | History |
| PRUPrudential Financial Inc | Stock | 14,805 | $1.50M | <0.1% | +14,417+3,715.7% | Added | History |
| HSYHershey Co | COM | 6,300 | $1.45M | <0.1% | +6,200+6,200.0% | Added | History |
| WFCWells Fargo & Company | Stock | 32,634 | $1.44M | <0.1% | +32,116+6,200.0% | Added | History |
| ATOAtmos Energy Corp | COM | 13,104 | $1.44M | <0.1% | +12,896+6,200.0% | Added | History |
| INTCIntel Corp | Stock | 50,400 | $1.40M | <0.1% | +49,600+6,200.0% | Added | History |
| ETEnergy Transfer LP | COM UT LTD PTN | 107,415 | $1.29M | <0.1% | +105,710+6,200.0% | Added | History |
| GOOGAlphabet Inc. | Stock | 12,400 | $1.18M | <0.1% | +12,400 | New | History |
| BLDRBuilders FirstSource, Inc. | Stock | 18,900 | $1.18M | <0.1% | +18,600+6,200.0% | Added | History |
| BACBank of America Corp | Stock | 34,083 | $1.17M | <0.1% | +33,542+6,200.0% | Added | History |
| Beal BK Plano Tex CD07371BCG4 | CD | – | $1.10M | <0.1% | – | New | – |
| BMO Harris BK Natl Assn Chicag CD05600XJT8 | CD | – | $1.09M | <0.1% | – | New | – |
| OGNOrganon & Co. | Stock | 40,635 | $1.04M | <0.1% | +39,990+6,200.0% | Added | History |
| PFGPrincipal Financial Group Inc | COM | 10,962 | $940.0K | <0.1% | +10,788+6,200.0% | Added | History |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 3,780 | $913.0K | <0.1% | +3,720+6,200.0% | Added | – |
| HALHalliburton Co | Stock | 25,515 | $903.0K | <0.1% | +25,110+6,200.0% | Added | History |
| iShares Core S&P Small Cap ETF464287804 | ETF | 9,324 | $894.0K | <0.1% | +9,176+6,200.0% | Added | – |
| ETREntergy Corp | COM | 7,938 | $870.0K | <0.1% | +7,812+6,200.0% | Added | History |
| MDLZMondelez International, Inc. | Stock | 12,600 | $797.0K | <0.1% | +12,400+6,200.0% | Added | History |
| DINOHF Sinclair Corp | COM | 12,096 | $696.0K | <0.1% | +11,904+6,200.0% | Added | History |
| MPXMarine Products Group, LLC | COM | 63,000 | $663.0K | <0.1% | +62,000+6,200.0% | Added | History |
| LUVSouthwest Airlines Co | COM | 17,073 | $616.0K | <0.1% | +16,802+6,200.0% | Added | History |
| PMPhilip Morris International Inc. | Stock | 6,300 | $595.0K | <0.1% | +6,200+6,200.0% | Added | History |
| COPConocoPhillips | Stock | 4,725 | $574.0K | <0.1% | +4,650+6,200.0% | Added | History |
| TRLVTrulieve Cannabis Corp. | SUB VTG SHS | 35,910 | $385.0K | <0.1% | +32,740+1,032.8% | Added | History |
| SJMJ M SMUCKER Co | Stock | 2,079 | $310.0K | <0.1% | +2,046+6,200.0% | Added | History |
| MOAltria Group, Inc. | Stock | 6,300 | $285.0K | <0.1% | +6,200+6,200.0% | Added | History |
| STRSitio Royalties Corp. | CLASS A COM | 9,064 | $267.0K | <0.1% | +9,064 | New | History |
| State Street SPDR Portfolio S&P 500 Growth ETF78464A409 | ETF | 5,040 | $262.0K | <0.1% | +4,960+6,200.0% | Added | – |
| CCLCarnival Corp Ltd. | UNIT 99/99/9999 | 24,570 | $212.0K | <0.1% | +24,180+6,200.0% | Added | History |
| Fvcbankcorp Inc CD302978BR1 | CD | – | $198.0K | <0.1% | – | New | – |
| KAMNKAMAN Corp | COM | 8,001 | $194.0K | <0.1% | +7,874+6,200.0% | Added | History |
| KHCKraft Heinz Co | Stock | 4,158 | $158.0K | <0.1% | +4,092+6,200.0% | Added | History |
| DOCUDocuSign, Inc. | Stock | 3,150 | $153.0K | <0.1% | +3,100+6,200.0% | Added | History |
| AGNTAGNT, Inc. | COM | 8,712 | $107.0K | <0.1% | +8,448+3,200.0% | Added | History |
| TPHTri Pointe Homes, Inc. | COM | 5,670 | $99.0K | <0.1% | +5,580+6,200.0% | Added | History |
Sold out since Q3 2022 (14)
Positions held at the end of Q3 2022 that are gone from this filing.
| Security | Class | Shares in Q3 2022 | Value in Q3 2022 | % of portfolio in Q3 2022 | History |
|---|---|---|---|---|---|
| BABoeing Co | Stock | 1,353 | $164.0K | 0.2% | History |
| MNRLMNRL Sub Inc. | CL A COM | 4,000 | $99.0K | 0.1% | History |
| Vanguard Morningstar Growth ETF922908736 | ETF | 338 | $72.0K | 0.1% | – |
| JPMorgan Chase Bank NA CD M/W CLBL48128WGW9 | CD M/W CLBL | – | $49.0K | 0.1% | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 377 | $47.0K | 0.1% | – |
| Beal BK Plano Tex CD07371AWP4 | CD | – | $38.0K | <0.1% | – |
| Vanguard Morningstar Large-Cap ETF922908637 | ETF | 157 | $26.0K | <0.1% | – |
| Wells Fargo Bank National Assn CD949763Z33 | CD | – | $22.0K | <0.1% | – |
| Vanguard Morningstar Mid-Cap Growth ETF922908538 | ETF | 125 | $21.0K | <0.1% | – |
| BPBP PLC | ADR | 709 | $20.0K | <0.1% | History |
| ETF Managers Tr26924G508 | ETFMG ALTR HRVST | 4,415 | $20.0K | <0.1% | – |
| Vanguard Morningstar Small-Cap Growth ETF922908595 | ETF | 98 | $19.0K | <0.1% | – |
| OYSTOyster Point Pharma, Inc. | COM | 1,100 | $6.00K | <0.1% | History |
| BHFBrighthouse Financial, Inc. | COM | 19 | $1.00K | <0.1% | History |