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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
MOAltria Group Inc
Recent Activity
Decreased -12.15%
0.08%
$736,682
14,088 shares@ $52.3 avg price
AFLAflac Inc
Recent Activity
0.08%
$734,075
7,097 shares@ $103.44 avg price
FNFFidelity National Financial
Recent Activity
0.08%
$718,873
12,805 shares@ $56.15 avg price
TSLATesla Inc
Recent Activity
Increased 44.09%
0.07%
$688,952
1,706 shares@ $403.85 avg price
BXBlackstone Inc
Recent Activity
0.07%
$667,956
3,874 shares@ $172.43 avg price
METAMeta Platforms Inc
Recent Activity
Decreased -2.6%
0.07%
$634,108
1,083 shares@ $585.52 avg price
JPMJpmorgan Chase & Co.
Recent Activity
Decreased -6.2%
0.07%
$615,790
2,569 shares@ $239.71 avg price
VEAVanguard Tax-managed Fds
Recent Activity
Increased 5.99%
0.06%
$582,496
12,181 shares@ $47.83 avg price
INTUIntuit
Recent Activity
0.06%
$568,793
905 shares@ $628.51 avg price
VBRVanguard Index Fds
Recent Activity
0.06%
$553,218
2,791 shares@ $198.22 avg price