Gimbal Financial
Q1 2025 13F Holdings
- Locationcarmel, IN
- Num holdings
40
- Value ($000)
$110,842
- Date Filed04/23/2025
- 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 Q1 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
DGRO ISHARES TR | CORE DIV GRWTH | 46434V621 | $18.22M | 16 % | 294,871 | ||
IAU ISHARES GOLD TR | ISHARES NEW | 464285204 | $17.60M | 16 % | 298,586 | ||
IVV ISHARES TR | CORE S&P500 ETF | 464287200 | $16.92M | 15 % | 30,113 | ||
LLY ELI LILLY & CO | COM | 532457108 | $14.86M | 13 % | 17,995 | ||
SLV ISHARES SILVER TR | ISHARES | 46428Q109 | $13.75M | 12 % | 443,682 | ||
IYF ISHARES TR | U.S. FINLS ETF | 464287788 | $4.55M | 4 % | 40,359 | ||
PTLC PACER FDS TR | TRENDP US LAR CP | 69374H105 | $4.11M | 4 % | 79,890 | ||
PTNQ PACER FDS TR | TRENDPILOT 100 | 69374H303 | $3.74M | 3 % | 52,717 | ||
FXI ISHARES TR | CHINA LG-CAP ETF | 464287184 | $2.87M | 3 % | 79,996 | ||
MSFT MICROSOFT CORP | COM | 594918104 | $1.10M | 1 % | 2,921 |
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