Gimbal Financial Top Holdings and 13F Report (2025) About Gimbal FinancialInvestment ActivityGimbal Financial has $110.84 million in total holdings as of March 31, 2025.Gimbal Financial owns shares of 40 different stocks, but just 7 companies or ETFs make up 80% of its holdings.Approximately 27.35% of the portfolio was purchased this quarter.About 46.09% of the portfolio was sold this quarter.This quarter, Gimbal Financial has purchased 48 new stocks and bought additional shares in 14 stocks.Gimbal Financial sold shares of 13 stocks and completely divested from 12 stocks this quarter.Largest Holdings iShares Core Dividend Growth ETF $18,217,125iShares Gold Trust $17,604,615iShares Core S&P 500 ETF $16,920,547Eli Lilly and Company $14,861,961iShares Silver Trust $13,749,705 Largest New Holdings this Quarter 46428Q109 - iShares Silver Trust $13,749,705 Holding464287788 - iShares U.S. Financials ETF $4,554,508 Holding464287184 - iShares China Large-Cap ETF $2,867,057 Holding084670702 - Berkshire Hathaway $211,967 Holding Largest Purchases this Quarter iShares Silver Trust 443,682 shares (about $13.75M)iShares Gold Trust 122,062 shares (about $7.20M)iShares U.S. Financials ETF 40,359 shares (about $4.55M)iShares China Large-Cap ETF 79,996 shares (about $2.87M)Pacer Trendpilot US Large Cap ETF 9,863 shares (about $507.45K) Largest Sales this Quarter Eli Lilly and Company 11,433 shares (about $9.44M)iShares Core S&P 500 ETF 13,741 shares (about $7.72M)Fidelity NASDAQ Composite Index ETF 82,282 shares (about $5.60M)Home Depot 208 shares (about $76.23K)Apple 288 shares (about $63.97K) 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$18,217,125$411,084 ▲2.3%294,87116.4%ETFIAUiShares Gold Trust$17,604,615$7,196,769 ▲69.1%298,58615.9%FinanceIVViShares Core S&P 500 ETF$16,920,547$7,721,092 ▼-31.3%30,11315.3%ETFLLYEli Lilly and Company$14,861,961$9,442,445 ▼-38.9%17,99513.4%MedicalSLViShares Silver Trust$13,749,705$13,749,705 ▲New Holding443,68212.4%ETFIYFiShares U.S. Financials ETF$4,554,508$4,554,508 ▲New Holding40,3594.1%ETFPTLCPacer Trendpilot US Large Cap ETF$4,110,340$507,451 ▲14.1%79,8903.7%ETFPTNQPacer Trendpilot 100 ETF$3,743,407$327,496 ▲9.6%52,7173.4%ETFFXIiShares China Large-Cap ETF$2,867,057$2,867,057 ▲New Holding79,9962.6%ETFMSFTMicrosoft$1,096,360$11,260 ▲1.0%2,9211.0%Computer and TechnologyTXNTexas Instruments$927,252$51,933 ▼-5.3%5,1600.8%Computer and TechnologyAAPLApple$921,140$63,971 ▼-6.5%4,1470.8%Computer and TechnologyJNJJohnson & Johnson$823,420$4,644 ▲0.6%4,9650.7%MedicalOEFiShares S&P 100 ETF$690,1690.0%2,5480.6%ETFPTMCPacer Trendpilot US Mid Cap ETF$652,021$461,103 ▲241.5%18,8450.6%ETFWMTWalmart$638,443$527 ▲0.1%7,2720.6%Retail/WholesaleABBVAbbVie$619,067$3,771 ▲0.6%2,9550.6%MedicalJPMJPMorgan Chase & Co.$547,783$2,698 ▲0.5%2,2330.5%FinanceVIGVanguard Dividend Appreciation ETF$544,047$388 ▲0.1%2,8050.5%ETFCSCOCisco Systems$519,228$35,792 ▼-6.4%8,4140.5%Computer and TechnologyHONHoneywell International$460,556$423 ▼-0.1%2,1750.4%Multi-Sector ConglomeratesJPINDiversified Return International Equity ETF$454,0340.0%7,9460.4%ETFSPYSPDR S&P 500 ETF Trust$436,891$5,035 ▼-1.1%7810.4%FinanceGOOGLAlphabet$421,135$3,248 ▼-0.8%2,7230.4%Computer and TechnologyABTAbbott Laboratories$369,432$17,908 ▼-4.6%2,7850.3%MedicalHDHome Depot$353,295$76,230 ▼-17.7%9640.3%Retail/WholesaleVOVanguard Mid-Cap ETF$323,7920.0%1,2520.3%ETFCGGOCapital Group Global Growth Equity ETF$317,8630.0%11,2200.3%ETFCALUMET INC$311,231$31,700 ▼-9.2%24,5450.3%COMAMGNAmgen$307,811$4,673 ▼-1.5%9880.3%MedicalCLColgate-Palmolive$300,964$187 ▲0.1%3,2120.3%Consumer StaplesONEQFidelity NASDAQ Composite Index ETF$300,325$5,600,939 ▼-94.9%4,4120.3%ETFCGDVCapital Group Dividend Value ETF$292,8820.0%8,2180.3%ETFVTVVanguard Value ETF$259,1100.0%1,5000.2%ETFNVSNovartis$245,6180.0%2,2030.2%MedicalEMREmerson Electric$242,414$219 ▲0.1%2,2110.2%IndustrialsIJRiShares Core S&P Small-Cap ETF$236,1190.0%2,2580.2%ETFSCHDSchwab US Dividend Equity ETF$220,1850.0%7,8750.2%ETFBRK.BBerkshire Hathaway$211,967$211,967 ▲New Holding3980.2%FinanceBTUPeabody Energy$168,602$1,003 ▲0.6%12,4430.2%EnergyXMMOInvesco S&P MidCap Momentum ETF$0$6,771,322 ▼-100.0%00.0%ETFIVWiShares S&P 500 Growth ETF$0$6,336,238 ▼-100.0%00.0%ETFIATiShares U.S. Regional Banks ETF$0$4,422,884 ▼-100.0%00.0%ETFIRBOiShares Robotics and Artificial Intelligence Multisector ETF$0$3,980,361 ▼-100.0%00.0%ManufacturingIHAKiShares Cybersecurity and Tech ETF$0$3,754,226 ▼-100.0%00.0%ETFFIDELITY COVINGTON TRUST$0$1,566,518 ▼-100.0%00.0%ENHANCED MIDFCOMFidelity MSCI Communication Services Index ETF$0$419,897 ▼-100.0%00.0%ETFVOXVanguard Communication Services ETF$0$232,440 ▼-100.0%00.0%ETFUPSUnited Parcel Service$0$225,719 ▼-100.0%00.0%TransportationAMZNAmazon.com$0$201,625 ▼-100.0%00.0%Retail/WholesaleSPXSDirexion Daily S&P 500 Bear 3X Shares$0$109,900 ▼-100.0%00.0%ETFAMRNAmarin$0$14,065 ▼-100.0%00.0%MedicalShowing 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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