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 | VOO | VANGUARD INDEX FDS | — | 29,266.0 | $20.1M | 12.54% | -229.0 | -0.8% | $686.81 | +3.0% |
| 2 | VEU | VANGUARD INTL EQUITY INDEX F | — | 41,345.0 | $3.5M | 2.16% | -704.0 | -1.7% | $83.75 | +2.0% |
| 3 | VB | VANGUARD INDEX FDS | — | 11,205.0 | $3.4M | 2.12% | -356.0 | -3.1% | $303.11 | -0.8% |
| 4 | CVX | CHEVRON CORPORATION | Energy | 10,698.0 | $1.8M | 1.11% | -2K | -15.8% | $165.76 | +21.8% |
| 5 | DUK | DUKE ENERGY CORP NEW | Utilities | 13,000.0 | $1.6M | 1.03% | -2K | -13.3% | $126.58 | -5.0% |
| 6 | EVRG | EVERGY INC | Utilities | 11,400.0 | $985K | 0.61% | -1K | -9.5% | $86.43 | -6.7% |
| 7 | TXN | TEXAS INSTRS INC | Technology | 1,626.0 | $485K | 0.30% | -60.0 | -3.6% | $298.07 | -13.2% |
| 8 | T | AT&T INC | Communication Services | 19,220.0 | $398K | 0.25% | -491.0 | -2.5% | $20.70 | +25.6% |
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%