Gimbal Financial
Q2 2025 13F Holdings
- Locationcarmel, IN
- Num holdings
47
- Value ($000)
$162,755
- Date Filed07/30/2025
- Form type13F-HR
- CIK0001835206
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q2 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
IVV ISHARES TR | CORE S&P500 ETF | 464287200 | $24.33 M | 15 % | 39,186 | ||
IGV ISHARES TR | EXPANDED TECH | 464287515 | $16.10 M | 10 % | 146,995 | ||
RPG INVESCO EXCHANGE TRADED FD T | S&P500 PUR GWT | 46137V266 | $16.01 M | 10 % | 349,765 | ||
XMMO INVESCO EXCHANGE TRADED FD T | S&P MDCP MOMNTUM | 46137V464 | $15.71 M | 10 % | 122,141 | ||
FBTC FIDELITY WISE ORIGIN BITCOIN | SHS | 315948109 | $15.65 M | 10 % | 166,525 | ||
IYC ISHARES TR | US CONSUM DISCRE | 464287580 | $15.56 M | 10 % | 156,124 | ||
LLY ELI LILLY & CO | COM | 532457108 | $13.38 M | 8 % | 17,160 | ||
IDV* ISHARES TR | INTL SEL DIV ETF | 464288448 | $12.86 M | 8 % | 372,690 | ||
FUTY FIDELITY COVINGTON TRUST | MSCI UTILS INDEX | 316092865 | $8.88 M | 6 % | 168,867 | ||
PTNQ PACER FDS TR | TRENDPILOT 100 | 69374H303 | $2.74 M | 2 % | 38,461 |
Rows Per Page
10
- 10
- 50
- 100