Gibson Wealth Advisors LLC
- SEC CIK
- 0001911266
- Latest filing
- Jul 14, 2026
Holdings in Q2 2024
Holdings as of Jun 30, 2024, filed Aug 28, 2024. Long positions only; changes compare share counts with Q1 2024.
- Positions
- 34
- −1 vs. Q1 2024
- Portfolio value
- $106.8M
- +$3.04M (+2.9%) vs. Q1 2024
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 139,141 | $37.2M | 34.8% | +1,797+1.3% | Added | – |
| Vanguard S&P 500 ETF922908363 | ETF | 28,280 | $14.1M | 13.2% | +1,091+4.0% | Added | – |
| Vanguard Malvern FDS922020805 | STRM INFPROIDX | 269,894 | $13.1M | 12.3% | −2,492−0.9% | Reduced | – |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 214,981 | $13.0M | 12.1% | +14,871+7.4% | Added | – |
| NSCNorfolk Southern Corp | Stock | 22,709 | $4.88M | 4.6% | 00.0% | Unchanged | History |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 11,779 | $2.57M | 2.4% | −184−1.5% | Reduced | – |
| XOMExxonMobil Holdings Corp | COM | 21,315 | $2.45M | 2.3% | +1,094+5.4% | Added | History |
| Vanguard Ftse All-World Ex-US Index Fund922042775 | ETF | 36,295 | $2.13M | 2.0% | −569−1.5% | Reduced | – |
| CVXChevron Corp | Stock | 11,248 | $1.76M | 1.6% | +76+0.7% | Added | History |
| NVDANVIDIA Corp | Stock | 12,860 | $1.59M | 1.5% | 00.0% | UnchangedConverted for a 10-for-1 split | History |
| AAPLApple Inc. | Stock | 6,894 | $1.45M | 1.4% | +900+15.0% | Added | History |
| DUKDuke Energy CORP | Stock | 13,000 | $1.30M | 1.2% | 00.0% | Unchanged | History |
| PEPPepsiCo Inc | Stock | 7,702 | $1.27M | 1.2% | −381−4.7% | Reduced | History |
| MRKMerck & Co., Inc. | Stock | 10,005 | $1.24M | 1.2% | 00.0% | Unchanged | History |
| PGProcter & Gamble Co | Stock | 6,408 | $1.06M | 1.0% | −500−7.2% | Reduced | History |
| SPDR Series Trust78464A805 | ST STR PR SP1500 | 10,500 | $696.7K | 0.7% | 00.0% | Unchanged | – |
| KOCoca Cola Co | Stock | 10,000 | $636.5K | 0.6% | 00.0% | Unchanged | History |
| EVRGEvergy, Inc. | Stock | 11,400 | $603.9K | 0.6% | 00.0% | Unchanged | History |
| AEPAmerican Electric Power Co Inc | Stock | 6,248 | $548.2K | 0.5% | 00.0% | Unchanged | History |
| MUMicron Technology Inc | Stock | 3,866 | $508.5K | 0.5% | +600+18.4% | Added | History |
| Fidelity MSCI Utilities Index ETF316092865 | ETF | 11,000 | $483.6K | 0.5% | 00.0% | Unchanged | – |
| FLOFlowers Foods Inc | COM | 20,380 | $452.4K | 0.4% | −900−4.2% | Reduced | History |
| OCOwens Corning | Stock | 2,399 | $416.8K | 0.4% | 00.0% | Unchanged | History |
| TXNTexas Instruments Inc | Stock | 2,002 | $389.4K | 0.4% | 00.0% | Unchanged | History |
| AMZNAmazon Com Inc | Stock | 1,925 | $372.0K | 0.3% | 00.0% | Unchanged | History |
| BRK.BBerkshire Hathaway Inc | Stock | 875 | $355.9K | 0.3% | 00.0% | Unchanged | History |
| TAT&T Inc. | Stock | 16,711 | $319.3K | 0.3% | 00.0% | Unchanged | History |
| Vanguard Energy ETF92204A306 | ETF | 2,500 | $318.9K | 0.3% | +772+44.7% | Added | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 1,317 | $318.8K | 0.3% | −80−5.7% | Reduced | – |
| MMM3M Co | Stock | 3,050 | $311.7K | 0.3% | 00.0% | Unchanged | History |
| SBSISouthside Bancshares Inc | COM | 9,856 | $272.1K | 0.3% | 00.0% | Unchanged | History |
| IBMInternational Business Machines Corp | Stock | 1,500 | $259.4K | 0.2% | 00.0% | Unchanged | History |
| DVNDevon Energy Corp | Stock | 4,590 | $217.6K | 0.2% | 00.0% | Unchanged | History |
| BACBank of America Corp | Stock | 5,320 | $211.6K | 0.2% | 00.0% | Unchanged | History |
Sold out since Q1 2024 (1)
Positions held at the end of Q1 2024 that are gone from this filing.