Gimbal Financial Top Holdings and 13F Report (2024) About Gimbal FinancialInvestment ActivityGimbal Financial has $154.04 million in total holdings as of September 30, 2024.Gimbal Financial owns shares of 49 different stocks, but just 10 companies or ETFs make up 80% of its holdings.Approximately 22.85% of the portfolio was purchased this quarter.About 14.08% of the portfolio was sold this quarter.This quarter, Gimbal Financial has purchased 43 new stocks and bought additional shares in 19 stocks.Gimbal Financial sold shares of 12 stocks and completely divested from 6 stocks this quarter.Largest Holdings iShares Core Dividend Growth ETF $26,610,949iShares Core S&P 500 ETF $24,929,317iShares Gold Trust $17,744,005Eli Lilly and Company $16,157,487iShares Core S&P Mid-Cap ETF $9,598,027 Largest New Holdings this Quarter iShares U.S. Utilities ETF $7,957,195 HoldingiShares U.S. Medical Devices ETF $6,609,337 HoldingiShares U.S. Regional Banks ETF $4,279,869 HoldingiShares Cybersecurity and Tech ETF $3,752,585 HoldingFIDELITY COVINGTON TRUST $1,454,101 Holding Largest Purchases this Quarter iShares U.S. Utilities ETF 77,247 shares (about $7.96M)iShares U.S. Medical Devices ETF 111,418 shares (about $6.61M)iShares Core Dividend Growth ETF 84,426 shares (about $5.31M)iShares U.S. Regional Banks ETF 86,462 shares (about $4.28M)iShares Cybersecurity and Tech ETF 75,444 shares (about $3.75M) Largest Sales this Quarter Fidelity NASDAQ Composite Index ETF 44,415 shares (about $3.22M)iShares S&P 500 Growth ETF 22,803 shares (about $2.21M)Fidelity MSCI Communication Services Index ETF 19,264 shares (about $1.06M)SPDR S&P 500 ETF Trust 166 shares (about $96.21K)Eli Lilly and Company 73 shares (about $65.06K) 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 PortfolioSectorDGROiShares Core Dividend Growth ETF$26,610,949$5,311,243 ▲24.9%423,00017.3%ETFIVViShares Core S&P 500 ETF$24,929,317$456,308 ▲1.9%42,83216.2%ETFIAUiShares Gold Trust$17,744,005$1,794,845 ▲11.3%343,34411.5%FinanceLLYEli Lilly and Company$16,157,487$65,065 ▼-0.4%18,12810.5%MedicalIJHiShares Core S&P Mid-Cap ETF$9,598,027$615,417 ▲6.9%153,6676.2%ETFIDUiShares U.S. Utilities ETF$7,957,195$7,957,195 ▲New Holding77,2475.2%ETFIHIiShares U.S. Medical Devices ETF$6,609,337$6,609,337 ▲New Holding111,4184.3%ETFONEQFidelity NASDAQ Composite Index ETF$6,034,846$3,220,097 ▼-34.8%83,2393.9%ETFIVWiShares S&P 500 Growth ETF$5,830,249$2,213,499 ▼-27.5%60,0623.8%ETFIATiShares U.S. Regional Banks ETF$4,279,869$4,279,869 ▲New Holding86,4622.8%ETFIHAKiShares Cybersecurity and Tech ETF$3,752,585$3,752,585 ▲New Holding75,4442.4%ETFPTLCPacer Trendpilot US Large Cap ETF$3,686,126$276,601 ▲8.1%69,4712.4%ETFPTNQPacer Trendpilot 100 ETF$3,501,349$214,896 ▲6.5%47,5602.3%ETFFIDELITY COVINGTON TRUST$1,454,101$1,454,101 ▲New Holding44,7760.9%ENHANCED MIDMSFTMicrosoft$1,279,487$43,754 ▼-3.3%3,0120.8%Computer and TechnologyTXNTexas Instruments$1,125,198$3,099 ▲0.3%5,4460.7%Computer and TechnologyAAPLApple$1,027,915$6,687 ▼-0.6%4,4580.7%Computer and TechnologyJNJJohnson & Johnson$806,933$3,437 ▲0.4%4,9300.5%MedicalOEFiShares S&P 100 ETF$714,5390.0%2,5480.5%ETFVIGVanguard Dividend Appreciation ETF$670,405$1,781 ▼-0.3%3,3870.4%ETFWMTWalmart$603,278$21,507 ▼-3.4%7,2650.4%Retail/WholesaleCALUMET INC$572,948$572,948 ▲New Holding27,0450.4%COMABBVAbbVie$557,655$2,466 ▲0.4%2,9400.4%MedicalCSCOCisco Systems$519,197$1,399 ▲0.3%9,2780.3%Computer and TechnologyJPMJPMorgan Chase & Co.$495,015$7,200 ▲1.5%2,2000.3%FinanceHDHome Depot$470,732$6,040 ▲1.3%1,1690.3%Retail/WholesaleGOOGLAlphabet$458,419$48,169 ▼-9.5%2,8170.3%Computer and TechnologySPYSPDR S&P 500 ETF Trust$456,710$96,210 ▼-17.4%7880.3%FinanceHONHoneywell International$454,793$836 ▲0.2%2,1750.3%Multi-Sector ConglomeratesJPINDiversified Return International Equity ETF$454,685$454,685 ▲New Holding7,9460.3%ETFFCOMFidelity MSCI Communication Services Index ETF$373,853$1,062,071 ▼-74.0%6,7810.2%ETFABTAbbott Laboratories$339,983$1,282 ▲0.4%2,9170.2%MedicalCGGOCapital Group Global Growth Equity ETF$335,9270.0%11,2200.2%ETFVOVanguard Mid-Cap ETF$333,257$333,257 ▲New Holding1,2520.2%ETFCLColgate-Palmolive$321,263$1,097 ▲0.3%3,2210.2%Consumer StaplesAMGNAmgen$316,3210.0%1,0020.2%MedicalBTUPeabody Energy$301,348$1,002 ▲0.3%12,3300.2%Oils/EnergyCGDVCapital Group Dividend Value ETF$298,0560.0%8,2180.2%ETFVTVVanguard Value ETF$262,290$262,290 ▲New Holding1,5000.2%ETFIJRiShares Core S&P Small-Cap ETF$259,625$259,625 ▲New Holding2,2580.2%ETFEMREmerson Electric$257,0090.0%2,3740.2%Industrial ProductsNVSNovartis$249,253$4,865 ▼-1.9%2,2030.2%MedicalUPSUnited Parcel Service$247,923$968 ▲0.4%1,7920.2%TransportationKOCoca-Cola$242,549$1,077 ▲0.4%3,6040.2%Consumer StaplesQQQInvesco QQQ$236,725$43,309 ▼-15.5%4810.2%FinanceSCHDSchwab US Dividend Equity ETF$223,099$148,733 ▲200.0%7,8750.1%ETFVOXVanguard Communication Services ETF$218,2200.0%1,5000.1%ETFBMYBristol-Myers Squibb$207,658$207,658 ▲New Holding3,9240.1%MedicalIEMGiShares Core MSCI Emerging Markets ETF$202,440$202,440 ▲New Holding3,5900.1%ETFIRBOiShares Robotics and Artificial Intelligence Multisector ETF$0$8,193,961 ▼-100.0%00.0%ManufacturingINDAiShares MSCI India ETF$0$4,318,918 ▼-100.0%00.0%ETFSOXXiShares Semiconductor ETF$0$1,373,820 ▼-100.0%00.0%ETFCLMTCalumet Specialty Products Partners$0$458,954 ▼-100.0%00.0%Oils/EnergyINTCIntel$0$296,777 ▼-100.0%00.0%Computer and TechnologyXOMExxon Mobil$0$215,648 ▼-100.0%00.0%Oils/EnergyShowing 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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