Portfolio (Quarterly)
Guide ↗
Gibson Wealth Advisors LLC
· CIK 0001911266| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 21 | KO | COCA COLA CO | Consumer Defensive | 10,000.0 | $813K | 0.51% | — | — | $81.27 | +10.3% |
| 22 | AMZN | AMAZON COM INC | Consumer Cyclical | 2,200.0 | $524K | 0.33% | — | — | $238.34 | +11.8% |
| 23 | TXN | TEXAS INSTRS INC | Technology | 1,626.0 | $485K | 0.30% | -60.0 | -3.6% | $298.07 | -13.2% |
| 24 | MMM | 3M CO | Industrials | 2,700.0 | $437K | 0.27% | — | — | $161.91 | +7.7% |
| 25 | IBM | INTERNATIONAL BUSINESS MACHS | Technology | 1,500.0 | $422K | 0.26% | — | — | $281.21 | -16.2% |
| 26 | T | AT&T INC | Communication Services | 19,220.0 | $398K | 0.25% | -491.0 | -2.5% | $20.70 | +25.6% |
| 27 | SBSI | SOUTHSIDE BANCSHARES INC | Financial Services | 9,856.0 | $347K | 0.22% | — | — | $35.19 | -9.4% |
| 28 | SSO | PROSHARES TR | — | 4,301.0 | $290K | 0.18% | — | — | $67.38 | +5.0% |
| 29 | VO | VANGUARD INDEX FDS | — | 3,512.0 | $283K | 0.18% | +3K | +305.5% | $80.58 | +2.4% |
| 30 | 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%