Gibson Wealth Advisors LLC
- SEC CIK
- 0001911266
- Latest filing
- Jul 14, 2026
Holdings in Q3 2024
Holdings as of Sep 30, 2024, filed Nov 5, 2024. Long positions only; changes compare share counts with Q2 2024.
- Positions
- 36
- +2 vs. Q2 2024
- Portfolio value
- $122.9M
- +$16.1M (+15.0%) vs. Q2 2024
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 137,165 | $38.8M | 31.6% | −1,976−1.4% | Reduced | – |
| Vanguard Total Bond Market ETF921937835 | ETF | 305,197 | $22.9M | 18.7% | +305,197 | New | – |
| Vanguard S&P 500 ETF922908363 | ETF | 28,641 | $15.1M | 12.3% | +361+1.3% | Added | – |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 216,564 | $14.0M | 11.4% | +1,583+0.7% | Added | – |
| NSCNorfolk Southern Corp | Stock | 22,709 | $5.64M | 4.6% | 00.0% | Unchanged | History |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 11,807 | $2.80M | 2.3% | +28+0.2% | Added | – |
| XOMExxonMobil Holdings Corp | COM | 21,315 | $2.50M | 2.0% | 00.0% | Unchanged | History |
| Vanguard Ftse All-World Ex-US Index Fund922042775 | ETF | 39,063 | $2.46M | 2.0% | +2,768+7.6% | Added | – |
| CVXChevron Corp | Stock | 11,248 | $1.66M | 1.3% | 00.0% | Unchanged | History |
| AAPLApple Inc. | Stock | 6,895 | $1.61M | 1.3% | +10.0% | Added | History |
| NVDANVIDIA Corp | Stock | 12,860 | $1.56M | 1.3% | 00.0% | Unchanged | History |
| DUKDuke Energy CORP | Stock | 13,000 | $1.50M | 1.2% | 00.0% | Unchanged | History |
| PEPPepsiCo Inc | Stock | 7,702 | $1.31M | 1.1% | 00.0% | Unchanged | History |
| MRKMerck & Co., Inc. | Stock | 10,005 | $1.14M | 0.9% | 00.0% | Unchanged | History |
| PGProcter & Gamble Co | Stock | 6,408 | $1.11M | 0.9% | 00.0% | Unchanged | History |
| SPDR Series Trust78464A805 | ST STR PR SP1500 | 10,500 | $735.6K | 0.6% | 00.0% | Unchanged | – |
| KOCoca Cola Co | Stock | 10,000 | $718.6K | 0.6% | 00.0% | Unchanged | History |
| EVRGEvergy, Inc. | Stock | 11,400 | $706.9K | 0.6% | 00.0% | Unchanged | History |
| AEPAmerican Electric Power Co Inc | Stock | 6,248 | $641.0K | 0.5% | 00.0% | Unchanged | History |
| Fidelity MSCI Utilities Index ETF316092865 | ETF | 11,000 | $570.0K | 0.5% | 00.0% | Unchanged | – |
| FLOFlowers Foods Inc | COM | 20,380 | $470.2K | 0.4% | 00.0% | Unchanged | History |
| OCOwens Corning | Stock | 2,399 | $423.5K | 0.3% | 00.0% | Unchanged | History |
| MMM3M Co | Stock | 3,050 | $416.9K | 0.3% | 00.0% | Unchanged | History |
| TXNTexas Instruments Inc | Stock | 2,002 | $413.6K | 0.3% | 00.0% | Unchanged | History |
| BRK.BBerkshire Hathaway Inc | Stock | 875 | $402.7K | 0.3% | 00.0% | Unchanged | History |
| MUMicron Technology Inc | Stock | 3,866 | $400.9K | 0.3% | 00.0% | Unchanged | History |
| AMZNAmazon Com Inc | Stock | 2,025 | $377.3K | 0.3% | +100+5.2% | Added | History |
| TAT&T Inc. | Stock | 16,711 | $367.6K | 0.3% | 00.0% | Unchanged | History |
| IBMInternational Business Machines Corp | Stock | 1,500 | $331.6K | 0.3% | 00.0% | Unchanged | History |
| SBSISouthside Bancshares Inc | COM | 9,856 | $329.5K | 0.3% | 00.0% | Unchanged | History |
| Vanguard Energy ETF92204A306 | ETF | 2,500 | $306.2K | 0.2% | 00.0% | Unchanged | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 966 | $254.9K | 0.2% | −351−26.7% | Reduced | – |
| CATCaterpillar Inc | Stock | 545 | $213.2K | 0.2% | +545 | New | History |
| BACBank of America Corp | Stock | 5,320 | $211.1K | 0.2% | 00.0% | Unchanged | History |
| MCDMcDonalds Corp | Stock | 687 | $209.2K | 0.2% | +687 | New | History |
| ENBEnbridge Inc | Stock | 5,000 | $203.1K | 0.2% | +5,000 | New | History |
Sold out since Q2 2024 (2)
Positions held at the end of Q2 2024 that are gone from this filing.