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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
EMREmerson Elec Co
Recent Activity
Decreased -1.32%
0.04%
$386,414
3,118 shares@ $123.94 avg price
CSCOCisco Sys Inc
Recent Activity
0.04%
$371,421
6,274 shares@ $59.21 avg price
MAMastercard Incorporated
Recent Activity
Decreased -4.16%
0.04%
$363,860
691 shares@ $526.58 avg price
ABTAbbott Labs
Recent Activity
Decreased -2.87%
0.04%
$351,691
3,109 shares@ $113.13 avg price
DHRDanaher Corporation
Recent Activity
Decreased -2.81%
0.04%
$332,848
1,450 shares@ $229.56 avg price
ALLAllstate Corp
Recent Activity
0.04%
$327,743
1,700 shares@ $192.79 avg price
AXPAmerican Express Co
Recent Activity
Decreased -10.67%
0.04%
$325,282
1,096 shares@ $296.8 avg price
JNJJohnson & Johnson
Recent Activity
Increased 1.92%
0.04%
$322,726
2,232 shares@ $144.6 avg price
FISFidelity Natl Information Sv
Recent Activity
0.04%
$318,154
3,939 shares@ $80.78 avg price
ABBVAbbvie Inc
Recent Activity
0.04%
$312,731
1,760 shares@ $177.69 avg price