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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
VYMVanguard Whitehall Fds
Recent Activity
Decreased -10.77%
0.03%
$294,733
2,310 shares@ $127.6 avg price
PPGPpg Inds Inc
Recent Activity
Decreased -4.04%
0.03%
$283,694
2,375 shares@ $119.46 avg price
MCDMcdonalds Corp
Recent Activity
Decreased -2.77%
0.03%
$273,947
945 shares@ $289.9 avg price
MDLZMondelez Intl Inc
Recent Activity
Decreased -3.66%
0.03%
$272,939
4,570 shares@ $59.73 avg price
MSMorgan Stanley
Recent Activity
Decreased -10.89%
0.03%
$220,010
1,750 shares@ $125.72 avg price
AMDAdvanced Micro Devices Inc
Recent Activity
Decreased -16.37%
0.03%
$202,928
1,680 shares@ $120.8 avg price
LMTLockheed Martin Corp
Recent Activity
Decreased -11.76%
0.02%
$182,228
375 shares@ $485.95 avg price
LOWLowes Cos Inc
Recent Activity
Decreased -46.24%
0.02%
$176,462
715 shares@ $246.8 avg price
ATOAtmos Energy Corp
Recent Activity
Decreased -20.16%
0.02%
$176,456
1,267 shares@ $139.28 avg price
ADMArcher Daniels Midland Co
Recent Activity
Decreased -98.97%
0.02%
$152,571
3,020 shares@ $50.53 avg price