Gibson-Wealth-Advisors

AI_NATIVE detailed information: This accession holds the following tickers:[
  "FLO",
  "MU",
  "MMM",
  "VDE",
  "T",
  "DUK",
  "SBSI",
  "MCD",
  "EVRG",
  "PEP",
  "AAPL",
  "NVDA",
  "ENB",
  "PG",
  "MRK",
  "BP",
  "IBM",
  "TXN",
  "VO",
  "RCL",
  "AEP",
  "AMZN",
  "VEU",
  "VXUS",
  "BND",
  "VB",
  "VOO",
  "OC",
  null,
  "NSC",
  "BAC",
  "BRK-B",
  "CCL",
  "CVX",
  "KO",
  "XOM",
  "VTI"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-15
Total Holdings: 37
Total Value: 124648517
Accession Number: 0001754960-25-000302
Form Type: 13F-HR
CIK: gibson-wealth-advisors
Manager Name: Gibson-Wealth-Advisors

Data Enrichment

97% identified

36 identified1 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

37 positions • $124.6M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

Page 1 of 2

Sort by:

922908769

VTI|922908769

Shares:137.4K

Value:$37.8M

% of Portfolio:30.3% ($37.8M/$124.6M)

921937835

BND|921937835

Shares:342.3K

Value:$25.1M

% of Portfolio:20.2% ($25.1M/$124.6M)

922908363

VOO|922908363

Shares:27.6K

Value:$14.2M

% of Portfolio:11.4% ($14.2M/$124.6M)

921909768

VXUS|921909768

Shares:224.3K

Value:$13.9M

% of Portfolio:11.2% ($13.9M/$124.6M)

NORFOLK SOUTHERN CORP

NSC|655844108

Shares:22.7K

Value:$5.4M

% of Portfolio:4.3% ($5.4M/$124.6M)

EXXON MOBIL CORP

XOM|30231G102

Shares:32.1K

Value:$3.8M

% of Portfolio:3.1% ($3.8M/$124.6M)

922908751

VB|922908751

Shares:12.2K

Value:$2.7M

% of Portfolio:2.2% ($2.7M/$124.6M)

922042775

VEU|922042775

Shares:40.4K

Value:$2.4M

% of Portfolio:2.0% ($2.4M/$124.6M)

CHEVRON CORP

CVX|166764100

Shares:11.2K

Value:$1.9M

% of Portfolio:1.5% ($1.9M/$124.6M)

Duke Energy CORP

DUK|26441C204

Shares:13.0K

Value:$1.6M

% of Portfolio:1.3% ($1.6M/$124.6M)

Apple Inc.

AAPL|037833100

Shares:6.8K

Value:$1.5M

% of Portfolio:1.2% ($1.5M/$124.6M)

NVIDIA CORP

NVDA|67066G104

Shares:12.4K

Value:$1.3M

% of Portfolio:1.1% ($1.3M/$124.6M)

PEPSICO INC

PEP|713448108

Shares:8.1K

Value:$1.2M

% of Portfolio:1.0% ($1.2M/$124.6M)

PROCTER & GAMBLE Co

PG|742718109

Shares:6.4K

Value:$1.1M

% of Portfolio:0.9% ($1.1M/$124.6M)

Merck & Co., Inc.

MRK|58933Y105

Shares:12.0K

Value:$1.1M

% of Portfolio:0.9% ($1.1M/$124.6M)

ROYAL CARIBBEAN CRUISES LTD

RCL|V7780T103

Shares:5.0K

Value:$1.0M

% of Portfolio:0.8% ($1.0M/$124.6M)

Evergy, Inc.

EVRG|30034W106

Shares:11.4K

Value:$786.0K

% of Portfolio:0.6% ($786.0K/$124.6M)

COCA COLA CO

KO|191216100

Shares:10.0K

Value:$716.2K

% of Portfolio:0.6% ($716.2K/$124.6M)

78464A805

Shares:10.5K

Value:$714.1K

% of Portfolio:0.6% ($714.1K/$124.6M)

AMERICAN ELECTRIC POWER CO INC

AEP|025537101

Shares:6.2K

Value:$682.7K

% of Portfolio:0.5% ($682.7K/$124.6M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(VTIcusip922908769)	137.4K	QoQ +1.15% (-1.6K) YoY +0.01% (+27)	All Managers (Combined)	$37.8M	30.3% ($37.8M/$124.6M)	QoQ -4.06% (-$1.6M) YoY +5.76% (+$2.1M)
(BNDcusip921937835)	342.3K	QoQ +6.01% (+19.4K) YoY NEW(+342.3K)	All Managers (Combined)	$25.1M	20.2% ($25.1M/$124.6M)	QoQ +8.28% (+$1.9M) YoY NEW(+$25.1M)
(VOOcusip922908363)	27.6K	QoQ -4.77% (-1.4K) YoY +1.66% (+453)	All Managers (Combined)	$14.2M	11.4% ($14.2M/$124.6M)	QoQ -9.17% (-$1.4M) YoY +8.68% (+$1.1M)
(VXUScusip921909768)	224.3K	QoQ +2.77% (+6.1K) YoY +12.06% (+24.2K)	All Managers (Combined)	$13.9M	11.2% ($13.9M/$124.6M)	QoQ +8.30% (+$1.1M) YoY +15.41% (+$1.9M)
NORFOLK SOUTHERN CORP(NSCcusip655844108)	22.7K	QoQ 0.00% (+0) YoY 0.00% (-0)	All Managers (Combined)	$5.4M	4.3% ($5.4M/$124.6M)	QoQ +0.91% (+$48.8K) YoY -7.07% (-$409.2K)
EXXON MOBIL CORP(XOMcusip30231G102)	32.1K	QoQ +50.40% (+10.7K) YoY +58.53% (+11.8K)	All Managers (Combined)	$3.8M	3.1% ($3.8M/$124.6M)	QoQ +66.28% (+$1.5M) YoY +62.20% (+$1.5M)
(VBcusip922908751)	12.2K	QoQ +0.70% (-86) YoY +2.16% (-259)	All Managers (Combined)	$2.7M	2.2% ($2.7M/$124.6M)	QoQ -7.05% (-$205.8K) YoY -0.89% (-$24.5K)
(VEUcusip922042775)	40.4K	QoQ +3.53% (+1.4K) YoY +9.48% (+3.5K)	All Managers (Combined)	$2.4M	2.0% ($2.4M/$124.6M)	QoQ +9.39% (+$210.2K) YoY +13.24% (+$286.3K)
CHEVRON CORP(CVXcusip166764100)	11.2K	QoQ 0.00% (+0) YoY +0.68% (+76)	All Managers (Combined)	$1.9M	1.5% ($1.9M/$124.6M)	QoQ +15.49% (+$252.5K) YoY +6.77% (+$119.4K)
Duke Energy CORP(DUKcusip26441C204)	13.0K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$1.6M	1.3% ($1.6M/$124.6M)	QoQ +13.20% (+$185.0K) YoY +26.11% (+$328.4K)
Apple Inc.(AAPLcusip037833100)	6.8K	QoQ +0.01% (-1) YoY +13.94% (+836)	All Managers (Combined)	$1.5M	1.2% ($1.5M/$124.6M)	QoQ -11.28% (-$193.0K) YoY +47.60% (+$489.3K)
NVIDIA CORP(NVDAcusip67066G104)	12.4K	QoQ 0.00% (-0) YoY +865.55% (+11.1K)	All Managers (Combined)	$1.3M	1.1% ($1.3M/$124.6M)	QoQ -19.29% (-$321.7K) YoY +15.81% (+$183.8K)
PEPSICO INC(PEPcusip713448108)	8.1K	QoQ +33.05% (+2.0K) YoY -0.40% (-33)	All Managers (Combined)	$1.2M	1.0% ($1.2M/$124.6M)	QoQ +31.20% (+$287.1K) YoY -14.67% (-$207.6K)
PROCTER & GAMBLE Co(PGcusip742718109)	6.4K	QoQ 0.00% (+0) YoY -7.23% (-500)	All Managers (Combined)	$1.1M	0.9% ($1.1M/$124.6M)	QoQ +1.65% (+$17.8K) YoY -2.56% (-$28.8K)
Merck & Co., Inc.(MRKcusip58933Y105)	12.0K	QoQ +19.99% (+2.0K) YoY +19.99% (-2.0K)	All Managers (Combined)	$1.1M	0.9% ($1.1M/$124.6M)	QoQ +8.26% (+$82.3K) YoY -18.37% (-$242.6K)
ROYAL CARIBBEAN CRUISES LTD(RCLcusipV7780T103)	5.0K	QoQ NEW(+5.0K) YoY NEW(+5.0K)	All Managers (Combined)	$1.0M	0.8% ($1.0M/$124.6M)	QoQ NEW(+$1.0M) YoY NEW(+$1.0M)
Evergy, Inc.(EVRGcusip30034W106)	11.4K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$786.0K	0.6% ($786.0K/$124.6M)	QoQ +12.02% (+$84.4K) YoY +29.16% (+$177.5K)
COCA COLA CO(KOcusip191216100)	10.0K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$716.2K	0.6% ($716.2K/$124.6M)	QoQ +15.03% (+$93.6K) YoY +17.06% (+$104.4K)
(cusip78464A805)✕	10.5K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$714.1K	0.6% ($714.1K/$124.6M)	QoQ -4.78% (-$35.9K) YoY +6.01% (+$40.5K)
AMERICAN ELECTRIC POWER CO INC(AEPcusip025537101)	6.2K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$682.7K	0.5% ($682.7K/$124.6M)	QoQ +18.47% (+$106.5K) YoY +26.91% (+$144.8K)