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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
NVDANvidia Corporation
Recent Activity
Decreased -5.57%
0.15%
$1.426M
10,616 shares@ $134.3 avg price
DIASpdr Dow Jones Indl Average
Recent Activity
0.14%
$1.353M
3,179 shares@ $425.51 avg price
IGSBIshares Tr
Recent Activity
Increased 12.39%
0.14%
$1.328M
25,692 shares@ $51.71 avg price
GOOGAlphabet Inc
Recent Activity
Decreased -0.96%
0.12%
$1.177M
6,180 shares@ $190.45 avg price
COPConocophillips
Recent Activity
Decreased -7.02%
0.12%
$1.118M
11,274 shares@ $99.18 avg price
IJHIshares Tr
Recent Activity
Increased 3.1%
0.11%
$1.07M
17,169 shares@ $62.31 avg price
KKellanova
Recent Activity
0.1%
$914,961
11,300 shares@ $80.97 avg price
QQQInvesco Qqq Tr
Recent Activity
Increased 1.54%
0.09%
$879,181
1,720 shares@ $511.16 avg price
LLYEli Lilly & Co
Recent Activity
Decreased -7.71%
0.09%
$849,200
1,100 shares@ $772.0 avg price
GOOGLAlphabet Inc
Recent Activity
Decreased -7.65%
0.08%
$753,414
3,980 shares@ $189.3 avg price