Portfolio (Quarterly)
Guide ↗
Gibson Wealth Advisors LLC
· CIK 0001911266| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | AMD | ADVANCED MICRO DEVICES INC | Technology | 380.0 | $221K | 0.14% | NEW | — | $580.91 | -19.9% |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Industrials
27.2%
Technology
23.2%
Energy
16.9%
Utilities
12.5%
Consumer Defensive
10.0%
Healthcare
5.6%
Consumer Cyclical
1.9%
Communication Services
1.4%
Financial Services
1.2%