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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
ELVElevance Health Inc
Recent Activity
Decreased -23.25%
0.01%
$24,232
66 shares@ $367.16 avg price
SWKSSkyworks Solutions Inc
Recent Activity
Decreased -45.63%
0.01%
$23,767
268 shares@ $88.69 avg price
XLFSelect Sector Spdr Tr
Recent Activity
Decreased -12.52%
0.01%
$23,637
489 shares@ $48.34 avg price
CARRCarrier Global Corporation
Recent Activity
Decreased -28.36%
0.01%
$23,277
341 shares@ $68.27 avg price
XLVSelect Sector Spdr Tr
Recent Activity
Decreased -48.74%
0.01%
$22,421
163 shares@ $137.56 avg price
IEMGIshares Inc
Recent Activity
Decreased -43.81%
0.01%
$21,097
404 shares@ $52.23 avg price
ENBEnbridge Inc
Recent Activity
Decreased -50.15%
0.01%
$21,088
497 shares@ $42.44 avg price
SHELShell Plc
Recent Activity
Decreased -31.5%
0.01%
$18,795
300 shares@ $62.65 avg price
VIGIVanguard Whitehall Fds
Recent Activity
Decreased -9.04%
0.01%
$16,082
201 shares@ $80.01 avg price
ISRGIntuitive Surgical Inc
Recent Activity
Decreased -58.33%
0.01%
$13,049
25 shares@ $521.96 avg price