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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
MCHPMicrochip Technology Inc.
Recent Activity
Increased 2.78%
1.48%
$14.758M
257,334 shares@ $57.36 avg price
SWKStanley Black & Decker Inc
Recent Activity
Increased 5.96%
1.23%
$12.239M
152,440 shares@ $80.3 avg price
SPYSpdr S&p 500 Etf Tr
Recent Activity
Decreased -1.01%
1.02%
$10.211M
17,422 shares@ $586.09 avg price
XOMExxon Mobil Corp
Recent Activity
Decreased -1.2%
0.55%
$5.439M
50,566 shares@ $107.58 avg price
AMZNAmazon Com Inc
Recent Activity
Decreased -9.24%
0.35%
$3.497M
15,939 shares@ $219.4 avg price
HDVIshares Tr
Recent Activity
Increased 2.15%
0.31%
$3.045M
27,127 shares@ $112.27 avg price
WMTWalmart Inc
Recent Activity
Decreased -2.5%
0.27%
$2.633M
29,141 shares@ $90.36 avg price
SCHXSchwab Strategic Tr
Recent Activity
Increased 217.36%
0.26%
$2.589M
111,676 shares@ $23.19 avg price
BRK.BBerkshire Hathaway Inc Del
Recent Activity
0.25%
$2.443M
5,390 shares@ $453.29 avg price
PGProcter And Gamble Co
Recent Activity
Decreased -0.67%
0.15%
$1.483M
8,843 shares@ $167.66 avg price