Gibbs Wealth Management

Q1 2024 13F Holdings Report, Stock Holdings

Signature - Title
Valerie Smithey - Chief Compliance Officer
Location
Alpharetta, GA
Holdings as of
31 Mar 2024
Value $
$173,979,003
Num holdings
192
Filing time
04 Nov 2025, 11:37:15 UTC
Form type
13F-HR
Description
All US holdings of this investor are reported in this report. Top holdings included SECT, GOVT, SPMB, SHYG, and SPSB.
Next filing
Q2 2024 - 04 Nov 2025
SEC
View on sec.gov
Sym Weight Trade Impact Company Class Share Change Activity Value Change $ Value $ * Price $ Shares Principal
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.

Person Signing this Report on Behalf of Reporting Manager:

Name Title City, State Date
Valerie Smithey Chief Compliance Officer Alpharetta, Georgia 04 Nov 2025

Other Included Managers (1):

Num Name Location File Number
1 TOWNSQUARE CAPITAL LLC Lehi, UT 028-19141