Gibson Wealth Advisors LLC
- SEC CIK
- 0001911266
- Latest filing
- Jul 14, 2026
Holdings in Q4 2024
Holdings as of Dec 31, 2024, filed Feb 13, 2025. Long positions only; changes compare share counts with Q3 2024.
- Positions
- 34
- −2 vs. Q3 2024
- Portfolio value
- $121.2M
- −$1.71M (−1.4%) vs. Q3 2024
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 135,802 | $39.4M | 32.5% | −1,363−1.0% | Reduced | – |
| Vanguard Total Bond Market ETF921937835 | ETF | 322,825 | $23.2M | 19.2% | +17,628+5.8% | Added | – |
| Vanguard S&P 500 ETF922908363 | ETF | 29,027 | $15.6M | 12.9% | +386+1.3% | Added | – |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 218,203 | $12.9M | 10.6% | +1,639+0.8% | Added | – |
| NSCNorfolk Southern Corp | Stock | 22,709 | $5.33M | 4.4% | 00.0% | Unchanged | History |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 12,136 | $2.92M | 2.4% | +329+2.8% | Added | – |
| XOMExxonMobil Holdings Corp | COM | 21,315 | $2.29M | 1.9% | 00.0% | Unchanged | History |
| Vanguard Ftse All-World Ex-US Index Fund922042775 | ETF | 38,985 | $2.24M | 1.8% | −78−0.2% | Reduced | – |
| AAPLApple Inc. | Stock | 6,829 | $1.71M | 1.4% | −66−1.0% | Reduced | History |
| NVDANVIDIA Corp | Stock | 12,417 | $1.67M | 1.4% | −443−3.4% | Reduced | History |
| CVXChevron Corp | Stock | 11,248 | $1.63M | 1.3% | 00.0% | Unchanged | History |
| DUKDuke Energy CORP | Stock | 13,000 | $1.40M | 1.2% | 00.0% | Unchanged | History |
| PGProcter & Gamble Co | Stock | 6,408 | $1.07M | 0.9% | 00.0% | Unchanged | History |
| MRKMerck & Co., Inc. | Stock | 10,005 | $995.3K | 0.8% | 00.0% | Unchanged | History |
| PEPPepsiCo Inc | Stock | 6,050 | $920.0K | 0.8% | −1,652−21.4% | Reduced | History |
| SPDR Series Trust78464A805 | ST STR PR SP1500 | 10,500 | $750.0K | 0.6% | 00.0% | Unchanged | – |
| EVRGEvergy, Inc. | Stock | 11,400 | $701.7K | 0.6% | 00.0% | Unchanged | History |
| KOCoca Cola Co | Stock | 10,000 | $622.6K | 0.5% | 00.0% | Unchanged | History |
| AEPAmerican Electric Power Co Inc | Stock | 6,248 | $576.3K | 0.5% | 00.0% | Unchanged | History |
| Fidelity MSCI Utilities Index ETF316092865 | ETF | 11,000 | $536.5K | 0.4% | 00.0% | Unchanged | – |
| AMZNAmazon Com Inc | Stock | 2,025 | $444.3K | 0.4% | 00.0% | Unchanged | History |
| OCOwens Corning | Stock | 2,399 | $408.6K | 0.3% | 00.0% | Unchanged | History |
| FLOFlowers Foods Inc | COM | 19,422 | $401.3K | 0.3% | −958−4.7% | Reduced | History |
| BRK.BBerkshire Hathaway Inc | Stock | 875 | $396.6K | 0.3% | 00.0% | Unchanged | History |
| MMM3M Co | Stock | 3,050 | $393.7K | 0.3% | 00.0% | Unchanged | History |
| TAT&T Inc. | Stock | 16,711 | $380.5K | 0.3% | 00.0% | Unchanged | History |
| TXNTexas Instruments Inc | Stock | 1,857 | $348.2K | 0.3% | −145−7.2% | Reduced | History |
| IBMInternational Business Machines Corp | Stock | 1,500 | $329.7K | 0.3% | 00.0% | Unchanged | History |
| MUMicron Technology Inc | Stock | 3,867 | $325.4K | 0.3% | +10.0% | Added | History |
| SBSISouthside Bancshares Inc | COM | 9,856 | $313.0K | 0.3% | 00.0% | Unchanged | History |
| Vanguard Energy ETF92204A306 | ETF | 2,500 | $303.3K | 0.3% | 00.0% | Unchanged | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 966 | $255.2K | 0.2% | 00.0% | Unchanged | – |
| BACBank of America Corp | Stock | 5,320 | $233.8K | 0.2% | 00.0% | Unchanged | History |
| ENBEnbridge Inc | Stock | 5,000 | $212.2K | 0.2% | 00.0% | Unchanged | History |
Sold out since Q3 2024 (2)
Positions held at the end of Q3 2024 that are gone from this filing.