Brittany Zorn

@Godsey & Gibb, Inc

Latest period2024 - Q4

Reported4d ago

Managed Assets$1.002B

Total holdings369

Assets growth rate-4.18%

Assets growth rate (2-Q avg)1.95%

Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in Godsey & Gibb, Inc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 369 positions.

Assets under management

The assets under management (AUM) of Godsey & Gibb, Inc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 1.002B in assets, with a quarterly growth rate of -4.18% and a 2-quarter average growth rate of 1.95%. The portfolio is managed by Brittany Zorn, and others.

Portfolio holdings

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
BLKBlackrock Inc Recent Activity New Position	2.38%	$23.795M 23,212 shares@ $1025.11 avg price	New Position
STTState Str Corp Recent Activity New Position	2%	$19.972M 203,480 shares@ $98.15 avg price	New Position
JEPQJ P Morgan Exchange Traded F Recent Activity New Position	0.01%	$85,491 1,516 shares@ $56.4 avg price	New Position
JEPIJ P Morgan Exchange Traded F Recent Activity New Position	0.01%	$76,442 1,329 shares@ $57.52 avg price	New Position
SGOVIshares Tr Recent Activity New Position	0.01%	$66,622 664 shares@ $100.34 avg price	New Position
SYLDCambria Etf Tr Recent Activity New Position	0.01%	$34,920 510 shares@ $68.48 avg price	New Position
VNQVanguard Index Fds Recent Activity New Position	0.01%	$25,923 291 shares@ $89.09 avg price	New Position
UTFCohen & Steers Infrastructur Recent Activity New Position	0.01%	$14,424 600 shares@ $24.04 avg price	New Position
SPLVInvesco Exch Traded Fd Tr Ii Recent Activity New Position	0.01%	$7,000 100 shares@ $70.0 avg price	New Position
LAZRLuminar Technologies Inc Recent Activity New Position	0.01%	$2,513 467 shares@ $5.39 avg price	New Position