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  Name: Gimbal Financial
  City: CARMEL
  State: IN
  Zip: 46032
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $122,172,000
  Total Value Change : $22,455,000
  Securities Held Change : 5
   
All Securities Held : 46
  New Positions : 7
  Closed Positions : 2
  Increased Positions : 13
  Unchanged Positions : 14
  Decreased Positions : 12

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Holdings Found : 12     View All Holdings Currently Viewing:  Increased Positions     Page 1 of 1
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 Ticker Company Name Position
Rank		 New/Closed
Postion
Last
Close
     Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
    % of Company    Industry
   (IVV)1 Year Chart         IVV iShares Core S&P 500 Etf 1 - $532.75 $21,897,000 41,650 17.92% 2,166,000 339 0.001    Closed - End Fund - E...
   (IWM)1 Year Chart         IWM iShares Tr Russell 2000 Indx 4 - $208.54 $13,971,000 66,432 11.44% 7,506,000 34,220 0.002    Closed - End Fund - E...
   (IHI)1 Year Chart         IHI iShares Dow Jones US Medica... 6 - $56.45 $7,662,000 130,768 6.27% 5,859,000 97,352 0.096    Closed - End Fund - E...
   (PTNQ)1 Year Chart         PTNQ Pacer Trendpilot 100 Etf 9 - $0.00 $2,786,000 40,563 2.28% 1,212,000 16,467 0.254    N/A
   (PTLC)1 Year Chart         PTLC Pacer Trendpilot 750 Etf 10 - $0.00 $2,779,000 58,233 2.27% 1,101,000 19,442 0.096    N/A
   (IRBO)1 Year Chart         IRBO Ishares Robotics And Artifi... 11 - $0.00 $1,850,000 53,847 1.51% 849,000 24,826 0.869    N/A
   (SOXX)1 Year Chart         SOXX iShares S&P GSTI Semiconductor 12 - $233.26 $1,606,000 7,107 1.31% -516,000 3,424 0.059    Closed - End Fund - E...
   (ABBV)1 Year Chart         ABBV Abbvie Inc. 22 - $164.56 $533,000 2,924 0.44% 80,000 2 0    Drug Manufacturers - ...
   (WMT)1 Year Chart         WMT Wal-Mart Stores Inc 23 - $60.24 $465,000 7,723 0.38% 70,000 5,216 0    Discount, Variety Stores
   (CSCO)1 Year Chart         CSCO Cisco Systems Inc 24 - $47.13 $462,000 9,253 0.38% 0 102 0    Networking & Communic...
   (JPM)1 Year Chart         JPM JP Morgan Chase & Co 30 - $195.58 $357,000 1,784 0.29% 55,000 10 0    Domestic Money Center...
   (BTU)1 Year Chart         BTU Peabody Energy Corp 33 - $23.12 $297,000 12,251 0.24% 0 35 0.01    Industrial Metals & M...
      12 Records Found
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