Gimbal Financial Top Holdings and 13F Report (2025) About Gimbal FinancialInvestment ActivityGimbal Financial has $122.40 million in total holdings as of December 31, 2024.Gimbal Financial owns shares of 48 different stocks, but just 10 companies or ETFs make up 80% of its holdings.Approximately 14.84% of the portfolio was purchased this quarter.About 34.15% of the portfolio was sold this quarter.This quarter, Gimbal Financial has purchased 49 new stocks and bought additional shares in 20 stocks.Gimbal Financial sold shares of 11 stocks and completely divested from 7 stocks this quarter.Largest Holdings iShares Core S&P 500 ETF $25,816,088iShares Core Dividend Growth ETF $17,679,204Eli Lilly and Company $14,177,476iShares Gold Trust $8,739,691Invesco S&P MidCap Momentum ETF $6,771,322 Largest New Holdings this Quarter Invesco S&P MidCap Momentum ETF $6,771,322 HoldingiShares Robotics and Artificial Intelligence Multisector ETF $3,980,361 HoldingPacer Trendpilot US Mid Cap ETF $203,559 HoldingAmazon.com $201,625 HoldingDirexion Daily S&P 500 Bear 3X Shares $109,900 Holding Largest Purchases this Quarter Invesco S&P MidCap Momentum ETF 54,815 shares (about $6.77M)Eli Lilly and Company 11,300 shares (about $5.44M)iShares Robotics and Artificial Intelligence Multisector ETF 107,374 shares (about $3.98M)iShares Core S&P 500 ETF 1,022 shares (about $601.63K)Fidelity NASDAQ Composite Index ETF 3,455 shares (about $262.79K) Largest Sales this Quarter iShares Core Dividend Growth ETF 134,783 shares (about $8.27M)iShares Gold Trust 166,820 shares (about $8.26M)Vanguard Dividend Appreciation ETF 584 shares (about $114.38K)Microsoft 121 shares (about $51.00K)Emerson Electric 165 shares (about $20.45K) Sector Allocation Over TimeMap of 500 Largest Holdings ofGimbal Financial Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorIVViShares Core S&P 500 ETF$25,816,088$601,634 ▲2.4%43,85421.1%ETFDGROiShares Core Dividend Growth ETF$17,679,204$8,267,577 ▼-31.9%288,21714.4%ETFLLYEli Lilly and Company$14,177,476$5,443,981 ▲62.3%29,42811.6%MedicalIAUiShares Gold Trust$8,739,691$8,259,247 ▼-48.6%176,5247.1%FinanceXMMOInvesco S&P MidCap Momentum ETF$6,771,322$6,771,322 ▲New Holding54,8155.5%ETFONEQFidelity NASDAQ Composite Index ETF$6,593,971$262,788 ▲4.2%86,6945.4%ETFIVWiShares S&P 500 Growth ETF$6,336,238$238,188 ▲3.9%62,4085.2%ETFIATiShares U.S. Regional Banks ETF$4,422,884$68,641 ▲1.6%87,8253.6%ETFIRBOiShares Robotics and Artificial Intelligence Multisector ETF$3,980,361$3,980,361 ▲New Holding107,3743.3%ManufacturingIHAKiShares Cybersecurity and Tech ETF$3,754,226$73,331 ▲2.0%76,9473.1%ETFPTLCPacer Trendpilot US Large Cap ETF$3,742,219$29,712 ▲0.8%70,0273.1%ETFPTNQPacer Trendpilot 100 ETF$3,560,728$40,341 ▲1.1%48,1052.9%ETFFIDELITY COVINGTON TRUST$1,566,518$95,626 ▲6.5%47,6871.3%ENHANCED MIDMSFTMicrosoft$1,218,565$51,002 ▼-4.0%2,8911.0%Computer and TechnologyAAPLApple$1,110,553$5,759 ▼-0.5%4,4350.9%Computer and TechnologyTXNTexas Instruments$1,021,742$563 ▲0.1%5,4490.8%Computer and TechnologyOEFiShares S&P 100 ETF$736,0820.0%2,5480.6%ETFJNJJohnson & Johnson$714,011$1,012 ▲0.1%4,9370.6%MedicalWMTWalmart$656,475$90 ▲0.0%7,2660.5%Retail/WholesaleCALUMET INC$595,5310.0%27,0450.5%COMVIGVanguard Dividend Appreciation ETF$548,987$114,380 ▼-17.2%2,8030.4%ETFJPMJPMorgan Chase & Co.$532,733$5,275 ▲1.0%2,2220.4%FinanceCSCOCisco Systems$532,445$16,813 ▼-3.1%8,9940.4%Computer and TechnologyABBVAbbVie$521,931$533 ▼-0.1%2,9370.4%MedicalGOOGLAlphabet$519,500$13,821 ▼-2.6%2,7440.4%Computer and TechnologyHONHoneywell International$491,763$452 ▲0.1%2,1770.4%Multi-Sector ConglomeratesSPYSPDR S&P 500 ETF Trust$462,819$1,172 ▲0.3%7900.4%FinanceHDHome Depot$455,895$1,167 ▲0.3%1,1720.4%Retail/WholesaleJPINDiversified Return International Equity ETF$425,5880.0%7,9460.3%ETFFCOMFidelity MSCI Communication Services Index ETF$419,897$21,837 ▲5.5%7,1530.3%ETFVOVanguard Mid-Cap ETF$330,6910.0%1,2520.3%ETFABTAbbott Laboratories$330,247$339 ▲0.1%2,9200.3%MedicalCGGOCapital Group Global Growth Equity ETF$327,8480.0%11,2200.3%ETFCLColgate-Palmolive$291,821$1,000 ▼-0.3%3,2100.2%Consumer StaplesCGDVCapital Group Dividend Value ETF$289,7590.0%8,2180.2%ETFEMREmerson Electric$273,761$20,448 ▼-7.0%2,2090.2%Industrial ProductsAMGNAmgen$261,422$261 ▲0.1%1,0030.2%MedicalIJRiShares Core S&P Small-Cap ETF$260,1670.0%2,2580.2%ETFBTUPeabody Energy$259,013$817 ▲0.3%12,3690.2%Oils/EnergyVTVVanguard Value ETF$253,9500.0%1,5000.2%ETFVOXVanguard Communication Services ETF$232,4400.0%1,5000.2%ETFUPSUnited Parcel Service$225,719$252 ▼-0.1%1,7900.2%TransportationSCHDSchwab US Dividend Equity ETF$215,1450.0%7,8750.2%ETFNVSNovartis$214,3980.0%2,2030.2%MedicalPTMCPacer Trendpilot US Mid Cap ETF$203,559$203,559 ▲New Holding5,5180.2%ETFAMZNAmazon.com$201,625$201,625 ▲New Holding9190.2%Retail/WholesaleSPXSDirexion Daily S&P 500 Bear 3X Shares$109,900$109,900 ▲New Holding17,5000.1%ETFAMRNAmarin$14,065$14,065 ▲New Holding29,0000.0%MedicalIJHiShares Core S&P Mid-Cap ETF$0$9,598,027 ▼-100.0%00.0%ETFIDUiShares U.S. Utilities ETF$0$7,957,195 ▼-100.0%00.0%ETFIHIiShares U.S. Medical Devices ETF$0$6,609,337 ▼-100.0%00.0%ETFKOCoca-Cola$0$242,549 ▼-100.0%00.0%Consumer StaplesQQQInvesco QQQ$0$236,725 ▼-100.0%00.0%FinanceBMYBristol-Myers Squibb$0$207,658 ▼-100.0%00.0%MedicalIEMGiShares Core MSCI Emerging Markets ETF$0$202,440 ▼-100.0%00.0%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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