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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
INTCIntel Corp
Recent Activity
Decreased -3.16%
0.02%
$152,303
7,596 shares@ $20.06 avg price
VCITVanguard Scottsdale Fds
Recent Activity
Decreased -30.53%
0.02%
$139,670
1,740 shares@ $80.28 avg price
TSMTaiwan Semiconductor Mfg Ltd
Recent Activity
Decreased -30.9%
0.02%
$129,356
655 shares@ $197.5 avg price
NKENike Inc
Recent Activity
Decreased -8.49%
0.02%
$127,126
1,680 shares@ $75.68 avg price
ADBEAdobe Inc
Recent Activity
Decreased -8.45%
0.02%
$115,617
260 shares@ $444.69 avg price
OKEOneok Inc New
Recent Activity
Decreased -34.73%
0.02%
$113,754
1,133 shares@ $100.41 avg price
BACBank America Corp
Recent Activity
Decreased -11.65%
0.02%
$106,272
2,418 shares@ $43.96 avg price
GDGeneral Dynamics Corp
Recent Activity
Decreased -2.87%
0.01%
$97,733
371 shares@ $263.44 avg price
VZVerizon Communications Inc
Recent Activity
Decreased -9.11%
0.01%
$91,734
2,294 shares@ $39.99 avg price
ETEnergy Transfer L P
Recent Activity
Decreased -46.58%
0.01%
$78,360
4,000 shares@ $19.59 avg price