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Brittany Zorn

@Godsey & Gibb, Inc

Latest period2024 - Q4ReportedManaged Assets$1.002BTotal 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

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
JPMJpmorgan Chase & Co.
Recent Activity
Decreased -6.2%
0.07%
$615,790
2,569 shares@ $239.71 avg price
ADPAutomatic Data Processing In
Recent Activity
Decreased -2.64%
0.05%
$484,469
1,655 shares@ $292.74 avg price
HONHoneywell Intl Inc
Recent Activity
Decreased -5.15%
0.05%
$415,638
1,840 shares@ $225.9 avg price
SOSouthern Co
Recent Activity
Decreased -2.01%
0.04%
$399,911
4,858 shares@ $82.33 avg price
EMREmerson Elec Co
Recent Activity
Decreased -1.32%
0.04%
$386,414
3,118 shares@ $123.94 avg price
MAMastercard Incorporated
Recent Activity
Decreased -4.16%
0.04%
$363,860
691 shares@ $526.58 avg price
ABTAbbott Labs
Recent Activity
Decreased -2.87%
0.04%
$351,691
3,109 shares@ $113.13 avg price
DHRDanaher Corporation
Recent Activity
Decreased -2.81%
0.04%
$332,848
1,450 shares@ $229.56 avg price
AXPAmerican Express Co
Recent Activity
Decreased -10.67%
0.04%
$325,282
1,096 shares@ $296.8 avg price
VOOVanguard Index Fds
Recent Activity
Decreased -29.7%
0.03%
$299,488
556 shares@ $538.65 avg price