Gimbal Financial
Q4 2024 13F Holdings
- Locationcarmel, IN
- Num holdings
49
- Value ($000)
$122,401
- Date Filed02/03/2025
- 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 Q4 2024 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
IVV ISHARES TR | CORE S&P500 ETF | 464287200 | $25.82M | 21 % | 43,854 | ||
DGRO ISHARES TR | CORE DIV GRWTH | 46434V621 | $17.68M | 14 % | 288,217 | ||
LLY ELI LILLY & CO | COM | 532457108 | $13.99M | 11 % | 18,128 | ||
IAU ISHARES GOLD TR | ISHARES NEW | 464285204 | $8.74M | 7 % | 176,524 | ||
XMMO INVESCO EXCHANGE TRADED FD T | S&P MDCP MOMNTUM | 46137V464 | $6.77M | 6 % | 54,815 | ||
ONEQ FIDELITY COMWLTH TR | NASDAQ COMPSIT | 315912808 | $6.59M | 5 % | 86,694 | ||
IVW ISHARES TR | S&P 500 GRWT ETF | 464287309 | $6.34M | 5 % | 62,408 | ||
IAT ISHARES TR | US REGNL BKS ETF | 464288778 | $4.42M | 4 % | 87,825 | ||
ARTY ISHARES TR | FUTURE AI & TECH | 46435U556 | $3.98M | 3 % | 107,374 | ||
IHAK ISHARES TR | CYBERSECURITY | 46435U135 | $3.75M | 3 % | 76,947 |
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