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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
SCHDSchwab Strategic Tr
Recent Activity
Increased 199.72%
0.06%
$510,523
18,687 shares@ $27.32 avg price
SFSTSouthern First Bancshares
Recent Activity
0.05%
$487,335
12,260 shares@ $39.75 avg price
PMPhilip Morris Intl Inc
Recent Activity
Increased 2.13%
0.05%
$485,175
4,031 shares@ $120.37 avg price
ADPAutomatic Data Processing In
Recent Activity
Decreased -2.64%
0.05%
$484,469
1,655 shares@ $292.74 avg price
BILSpdr Ser Tr
Recent Activity
Increased 11.72%
0.05%
$431,459
4,719 shares@ $91.44 avg price
MUSAMurphy Usa Inc
Recent Activity
0.05%
$425,484
848 shares@ $501.75 avg price
OMCOmnicom Group Inc
Recent Activity
0.05%
$419,704
4,878 shares@ $86.05 avg price
HONHoneywell Intl Inc
Recent Activity
Decreased -5.15%
0.05%
$415,638
1,840 shares@ $225.9 avg price
SYYSysco Corp
Recent Activity
0.05%
$401,415
5,250 shares@ $76.46 avg price
SOSouthern Co
Recent Activity
Decreased -2.01%
0.04%
$399,911
4,858 shares@ $82.33 avg price