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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
APHAmphenol Corp New
Recent Activity
0.04%
$305,580
4,400 shares@ $69.45 avg price
VOOVanguard Index Fds
Recent Activity
Decreased -29.7%
0.03%
$299,488
556 shares@ $538.65 avg price
VYMVanguard Whitehall Fds
Recent Activity
Decreased -10.77%
0.03%
$294,733
2,310 shares@ $127.6 avg price
PPGPpg Inds Inc
Recent Activity
Decreased -4.04%
0.03%
$283,694
2,375 shares@ $119.46 avg price
SCHGSchwab Strategic Tr
Recent Activity
Increased 401.68%
0.03%
$274,733
9,858 shares@ $27.87 avg price
MCDMcdonalds Corp
Recent Activity
Decreased -2.77%
0.03%
$273,947
945 shares@ $289.9 avg price
MDLZMondelez Intl Inc
Recent Activity
Decreased -3.66%
0.03%
$272,939
4,570 shares@ $59.73 avg price
XLUSelect Sector Spdr Tr
Recent Activity
0.03%
$269,354
3,559 shares@ $75.69 avg price
SDYSpdr Ser Tr
Recent Activity
Increased 0.55%
0.03%
$245,118
1,856 shares@ $132.07 avg price
PSAPublic Storage Oper Co
Recent Activity
0.03%
$244,643
817 shares@ $299.45 avg price