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 2 of 2

Sort by:

AT&T INC.

T|00206R102

Shares:16.7K

Value:$472.6K

% of Portfolio:0.4% ($472.6K/$124.6M)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:875

Value:$466.0K

% of Portfolio:0.4% ($466.0K/$124.6M)

3M CO

MMM|88579Y101

Shares:3.0K

Value:$447.9K

% of Portfolio:0.4% ($447.9K/$124.6M)

AMAZON COM INC

AMZN|023135106

Shares:2.1K

Value:$404.3K

% of Portfolio:0.3% ($404.3K/$124.6M)

INTERNATIONAL BUSINESS MACHINES CORP

IBM|459200101

Shares:1.5K

Value:$373.0K

% of Portfolio:0.3% ($373.0K/$124.6M)

FLOWERS FOODS INC

FLO|343498101

Shares:19.4K

Value:$369.2K

% of Portfolio:0.3% ($369.2K/$124.6M)

BP PLC

BP|055622104

Shares:10.7K

Value:$361.9K

% of Portfolio:0.3% ($361.9K/$124.6M)

MICRON TECHNOLOGY INC

MU|595112103

Shares:4.0K

Value:$348.2K

% of Portfolio:0.3% ($348.2K/$124.6M)

Owens Corning

OC|690742101

Shares:2.4K

Value:$342.7K

% of Portfolio:0.3% ($342.7K/$124.6M)

TEXAS INSTRUMENTS INC

TXN|882508104

Shares:1.9K

Value:$333.7K

% of Portfolio:0.3% ($333.7K/$124.6M)

92204A306

VDE|92204A306

Shares:2.5K

Value:$324.3K

% of Portfolio:0.3% ($324.3K/$124.6M)

SOUTHSIDE BANCSHARES INC

SBSI|84470P109

Shares:9.9K

Value:$285.4K

% of Portfolio:0.2% ($285.4K/$124.6M)

922908629

VO|922908629

Shares:966

Value:$249.8K

% of Portfolio:0.2% ($249.8K/$124.6M)

BANK OF AMERICA CORP /DE/

BAC|060505104

Shares:5.3K

Value:$222.0K

% of Portfolio:0.2% ($222.0K/$124.6M)

ENBRIDGE INC

ENB|29250N105

Shares:5.0K

Value:$221.6K

% of Portfolio:0.2% ($221.6K/$124.6M)

MCDONALDS CORP

MCD|580135101

Shares:687

Value:$214.6K

% of Portfolio:0.2% ($214.6K/$124.6M)

CARNIVAL CORP

CCL|143658300

Shares:10.4K

Value:$202.9K

% of Portfolio:0.2% ($202.9K/$124.6M)

Instrument	Shares		Other Manager	Value	% of Portfolio
AT&T INC.(Tcusip00206R102)	16.7K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$472.6K	0.4% ($472.6K/$124.6M)	QoQ +24.19% (+$92.1K) YoY +60.68% (+$178.5K)
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	875	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$466.0K	0.4% ($466.0K/$124.6M)	QoQ +17.49% (+$69.4K) YoY +26.64% (+$98.1K)
3M CO(MMMcusip88579Y101)	3.0K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$447.9K	0.4% ($447.9K/$124.6M)	QoQ +13.76% (+$54.2K) YoY +38.45% (+$124.4K)
AMAZON COM INC(AMZNcusip023135106)	2.1K	QoQ +4.93% (-100) YoY +10.38% (+200)	All Managers (Combined)	$404.3K	0.3% ($404.3K/$124.6M)	QoQ -8.99% (-$40.0K) YoY +16.43% (+$57.1K)
INTERNATIONAL BUSINESS MACHINES CORP(IBMcusip459200101)	1.5K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$373.0K	0.3% ($373.0K/$124.6M)	QoQ +13.11% (+$43.2K) YoY +30.21% (+$86.5K)
FLOWERS FOODS INC(FLOcusip343498101)	19.4K	QoQ 0.00% (-0) YoY -8.73% (-1.9K)	All Managers (Combined)	$369.2K	0.3% ($369.2K/$124.6M)	QoQ -7.98% (-$32.0K) YoY -26.94% (-$136.2K)
BP PLC(BPcusip055622104)	10.7K	QoQ NEW(+10.7K) YoY NEW(+10.7K)	All Managers (Combined)	$361.9K	0.3% ($361.9K/$124.6M)	QoQ NEW(+$361.9K) YoY NEW(+$361.9K)
MICRON TECHNOLOGY INC(MUcusip595112103)	4.0K	QoQ +3.62% (+140) YoY +22.68% (-741)	All Managers (Combined)	$348.2K	0.3% ($348.2K/$124.6M)	QoQ +7.00% (+$22.8K) YoY -9.56% (-$36.8K)
Owens Corning(OCcusip690742101)	2.4K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$342.7K	0.3% ($342.7K/$124.6M)	QoQ -16.14% (-$66.0K) YoY -14.37% (-$57.5K)
TEXAS INSTRUMENTS INC(TXNcusip882508104)	1.9K	QoQ 0.00% (-0) YoY -7.24% (-145)	All Managers (Combined)	$333.7K	0.3% ($333.7K/$124.6M)	QoQ -4.16% (-$14.5K) YoY -4.31% (-$15.1K)
(VDEcusip92204A306)	2.5K	QoQ 0.00% (+0) YoY +44.67% (+772)	All Managers (Combined)	$324.3K	0.3% ($324.3K/$124.6M)	QoQ +6.92% (+$21.0K) YoY +42.48% (+$96.7K)
SOUTHSIDE BANCSHARES INC(SBSIcusip84470P109)	9.9K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$285.4K	0.2% ($285.4K/$124.6M)	QoQ -8.81% (-$27.6K) YoY -0.92% (-$2.7K)
(VOcusip922908629)	966	QoQ 0.00% (-0) YoY -30.85% (-431)	All Managers (Combined)	$249.8K	0.2% ($249.8K/$124.6M)	QoQ -2.08% (-$5.3K) YoY -28.42% (-$99.2K)
BANK OF AMERICA CORP /DE/(BACcusip060505104)	5.3K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$222.0K	0.2% ($222.0K/$124.6M)	QoQ -5.05% (-$11.8K) YoY +10.04% (+$20.3K)
ENBRIDGE INC(ENBcusip29250N105)	5.0K	QoQ 0.00% (+0) YoY NEW(+5.0K)	All Managers (Combined)	$221.6K	0.2% ($221.6K/$124.6M)	QoQ +4.43% (+$9.4K) YoY NEW(+$221.6K)
MCDONALDS CORP(MCDcusip580135101)	687	QoQ NEW(+687) YoY NEW(+687)	All Managers (Combined)	$214.6K	0.2% ($214.6K/$124.6M)	QoQ NEW(+$214.6K) YoY NEW(+$214.6K)
CARNIVAL CORP(CCLcusip143658300)	10.4K	QoQ NEW(+10.4K) YoY NEW(+10.4K)	All Managers (Combined)	$202.9K	0.2% ($202.9K/$124.6M)	QoQ NEW(+$202.9K) YoY NEW(+$202.9K)