Gimbal Financial
CIK:0001835206
Investment Adviser
$253M AUM
47 holdings
Carmel, IN, USA
Gimbal Financial is an independent financial services firm with a focus on honoring families, colleagues, clients, and suppliers.
Top Buys
I
IGVISHARES TR+$16.1M
R
RPGINVESCO EXCHANGE TRADED FD T+$16.0M
X
XMMOINVESCO EXCHANGE TRADED FD T+$15.7M
F
FBTCFIDELITY WISE ORIGIN BITCOIN+$15.7M
I
IYCISHARES TR+$15.6M
Top Sells
D
DGROISHARES TR-$18.0M
I
IAUISHARES GOLD TR-$17.6M
S
SLVISHARES SILVER TR-$13.7M
I
IYFISHARES TR-$4.6M
F
FXIISHARES TR-$2.9M
Top Holdings
I
IVVISHARES TR+14.9%$24.3M
I
IGVISHARES TR+9.9%$16.1M
R
RPGINVESCO EXCHANGE TRADED FD T+9.8%$16.0M
X
XMMOINVESCO EXCHANGE TRADED FD T+9.7%$15.7M
F
FBTCFIDELITY WISE ORIGIN BITCOIN+9.6%$15.7M
Equity Positions (47)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
I IVV | ISHARES TR | 14.95% | $24.3M | 39,186 | $514.93 | $620.90 | +$7.4M |
I IGV | ISHARES TR | 9.89% | $16.1M | 146,995 | $109.50 | $109.50 | +$16.1M |
R RPG | INVESCO EXCHANGE TRADED FD T | 9.84% | $16.0M | 349,765 | $45.77 | $45.77 | +$16.0M |
X XMMO | INVESCO EXCHANGE TRADED FD T | 9.65% | $15.7M | 122,141 | $128.63 | $128.63 | +$15.7M |
F FBTC | FIDELITY WISE ORIGIN BITCOIN | 9.62% | $15.7M | 166,525 | $93.99 | $93.99 | +$15.7M |
Industry Allocation
PHARMACEUTICAL PREPARATIONS
+9.4%
SERVICES-PREPACKAGED SOFTWARE
+0.9%
SEMICONDUCTORS & RELATED DEVICES
+0.7%
ELECTRONIC COMPUTERS
+0.5%
PETROLEUM REFINING
+0.5%