The Analysis of Gimbal Financial's Holdings
Currently, Gimbal Financial holds 55 types of securities in its portfolio with a total value $166.5M. In the most recent quarter, they have increased their positions in ICLN (+1.1M shares, valued at $17.6M), FALN (+303.9K shares, valued at $8.4M), SOXX (+19.2K shares, valued at $5.2M); decreased their positions in FBTC (-159.4K shares, valued at $15.9M), LLY (-3.1K shares, valued at $2.3M), AMZN (-674 shares, valued at $148.0K); initiated new positions in ICLN (+1.1M shares, valued at $17.6M), FALN (+303.9K shares, valued at $8.4M), SOXX (+19.2K shares, valued at $5.2M). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
IVV ISHARES TR39.6K shares0.96%2025-09-302025-11-04
ICLN ISHARES TR1.1M sharesnew addition2025-09-302025-11-04 RPG INVESCO EXCHANGE TRADED FD T356.0K shares1.78%2025-09-302025-11-04 XMMO INVESCO EXCHANGE TRADED FD T124.6K shares2.03%2025-09-302025-11-04 IYC ISHARES TR158.5K shares1.54%2025-09-302025-11-04 IDV ISHARES TR421.3K shares13.03%2025-09-302025-11-04 LLY ELI LILLY & CO14.1K shares-17.87%2025-09-302025-11-04 FALN ISHARES TR303.9K sharesnew addition2025-09-302025-11-04 SOXX ISHARES TR19.2K sharesnew addition2025-09-302025-11-04 RING ISHARES INC76.2K sharesnew addition2025-09-302025-11-04 PTNQ PACER FDS TR37.3K shares-2.93%2025-09-302025-11-04 PTLC PACER FDS TR49.7K shares-1.47%2025-09-302025-11-04 MSFT MICROSOFT CORP3.2K shares8.07%2025-09-302025-11-04 PTEU PACER FDS TR54.2K shares-7.58%2025-09-302025-11-04 AAPL APPLE INC4.4K shares12.97%2025-09-302025-11-04 TXN TEXAS INSTRS INC5.1K shares-0.02%2025-09-302025-11-04 IWM ISHARES TR3.8K sharesnew addition2025-09-302025-11-04 WMT WALMART INC8.3K shares13.07%2025-09-302025-11-04 JNJ JOHNSON & JOHNSON4.6K shares-5.72%2025-09-302025-11-04 OEF ISHARES TR2.5K shares-0.20%2025-09-302025-11-04 JPM JPMORGAN CHASE & CO.2.4K shares3.06%2025-09-302025-11-04 GOOGL ALPHABET INC3.0K shares7.53%2025-09-302025-11-04 ABBV ABBVIE INC3.1K shares5.17%2025-09-302025-11-04 FBTC FIDELITY WISE ORIGIN BITCOIN7.1K shares-95.71%2025-09-302025-11-04 CSCO CISCO SYS INC8.5K shares1.29%2025-09-302025-11-04 JPIN J P MORGAN EXCHANGE TRADED F7.9K shares0.00%2025-09-302025-11-04 SPY SPDR S&P 500 ETF TR777 shares-1.27%2025-09-302025-11-04 VIG VANGUARD SPECIALIZED FUNDS2.4K shares-5.99%2025-09-302025-11-04 HON HONEYWELL INTL INC2.2K shares0.37%2025-09-302025-11-04 CLMT CALUMET INC24.5K shares0.00%2025-09-302025-11-04 JPST J P MORGAN EXCHANGE TRADED F7.9K shares0.00%2025-09-302025-11-04 HD HOME DEPOT INC957 shares-0.93%2025-09-302025-11-04 ABT ABBOTT LABS2.8K shares1.72%2025-09-302025-11-04 VO VANGUARD INDEX FDS1.3K shares0.00%2025-09-302025-11-04 BTU PEABODY ENERGY CORP12.6K shares0.45%2025-09-302025-11-04 ONEQ FIDELITY COMWLTH TR3.6K shares40.70%2025-09-302025-11-04 CGGO CAPITAL GROUP GBL GROWTH EQT9.0K shares0.00%2025-09-302025-11-04 MINT PIMCO ETF TR2.9K shares0.00%2025-09-302025-11-04 RSP INVESCO EXCHANGE TRADED FD T1.5K shares7.67%2025-09-302025-11-04 EMR EMERSON ELEC CO2.2K shares0.27%2025-09-302025-11-04 NVS NOVARTIS AG2.2K shares0.00%2025-09-302025-11-04 AMGN AMGEN INC995 shares0.20%2025-09-302025-11-04 VTV VANGUARD INDEX FDS1.5K shares0.00%2025-09-302025-11-04 PLTR PALANTIR TECHNOLOGIES INC1.5K sharesnew addition2025-09-302025-11-04 IJR ISHARES TR2.3K shares0.00%2025-09-302025-11-04 CL COLGATE PALMOLIVE CO3.2K shares0.34%2025-09-302025-11-04 AMZN AMAZON COM INC1.2K shares-36.87%2025-09-302025-11-04 DGRO ISHARES TR3.5K shares6.60%2025-09-302025-11-04 IEMG ISHARES INC3.6K shares0.00%2025-09-302025-11-04 VTI VANGUARD INDEX FDS668 shares0.30%2025-09-302025-11-04 ETHA ISHARES ETHEREUM TR6.9K sharesnew addition2025-09-302025-11-04 QQQ INVESCO QQQ TR355 sharesnew addition2025-09-302025-11-04 CGDV CAPITAL GROUP DIVIDEND VALUE5.0K sharesnew addition2025-09-302025-11-04 NVDA NVIDIA CORPORATION1.1K sharesnew addition2025-09-302025-11-04 NVTS NAVITAS SEMICONDUCTOR CORP12.3K sharesnew addition2025-09-302025-11-04 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available