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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

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
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Holdings Found : 12     View All Holdings Currently Viewing:  Decreased 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
   (LLY)1 Year Chart         LLY Eli Lilly & Co 3 - $783.18 $14,482,000 18,615 11.85% 3,532,000 -170 0.002    Drug Manufacturers - ...
   (IXN)1 Year Chart         IXN iShares Tr S&P Glbl Info Tch 5 - $76.84 $9,350,000 124,988 7.65% -3,863,000 -68,810 0.139    Closed - End Fund - E...
   (IVW)1 Year Chart         IVW ishares tr S&P 500 BARRA GR 7 - $86.84 $6,940,000 82,192 5.68% -5,648,000 -85,429 0.016    Closed - End Fund - E...
   (MSFT)1 Year Chart         MSFT Microsoft Corp 13 - $425.34 $1,341,000 3,188 1.1% -58,000 -532 0    Application Software
   (FCOM)1 Year Chart         FCOM Fidelity Msci Telecommunica... 14 - $0.00 $1,167,000 23,538 0.96% -750,000 -19,495 0.166    N/A
   (JNJ)1 Year Chart         JNJ Johnson & Johnson 17 - $151.27 $775,000 4,900 0.63% -18,000 -160 0    Drug Manufacturers - ...
   (VIG)1 Year Chart         VIG Vanguard Dividend Appreciat... 18 - $183.52 $646,000 3,539 0.53% 21,000 -126 0.001    Closed - End Fund - Debt
   (AAPL)1 Year Chart         AAPL Apple Inc 19 - $191.04 $635,000 3,702 0.52% -345,000 -1,390 0    Personal Computers
   (SPY)1 Year Chart         SPY Standard & Poors Depository... 21 - $530.06 $555,000 1,061 0.45% 22,000 -60 0    Closed - End Fund - E...
   (GOOGL)1 Year Chart         GOOGL Alphabet Inc 27 - $176.92 $422,000 2,793 0.35% -117,000 -1,069 0    Search Engines & Info...
   (ONEQ)1 Year Chart         ONEQ Fidelity NASD Comp Index Fund 39 - $66.26 $255,000 3,958 0.21% -15,000 -602 0.005    Closed - End Fund - Debt
   (QQQ)1 Year Chart         QQQ Invesco QQQ Trust Series I 40 - $454.91 $252,000 568 0.21% -36,000 -135 0    Closed - End Fund - Debt
      12 Records Found
  1    
Page 1 of 1
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