Institutions / GILPIN WEALTH MANAGEMENT, LLC / Holdings
Back to GILPIN WEALTH MANAGEMENT, LLC

Gilpin Wealth Management, LLC

All holdings · as of Dec 31, 2025

976 positions

CompanyClassValueShares% of portfolio
VANGUARD BD INDEX FDS—$112.7K1,4300.1%
APPLIED MATERIALS INC /DE—$112.6K4380.1%
CAMECO CORP—$109.8K1,2000.1%
PUTNAM PREMIER INCOME TR—$105.3K29,7520.1%
RELIANCE, INC.—$105.1K3640.1%
BRISTOL MYERS SQUIBB CO—$101.6K1,8830.1%
JOHNSON & JOHNSON—$100.8K4870.1%
INVESCO EXCHANGE TRADED FD T—$99.6K5200.1%
VANGUARD INDEX FDS—$92.3K3580.1%
INNOVATOR ETFS TRUST—$91.0K2,4700.1%
FIRST TR EXCHANGE-TRADED FD—$91.0K2,4030.1%
ISHARES TR—$91.0K7570.1%
GENERAL ELECTRIC CO—$89.1K2890.1%
PIMCO Dynamic Income FundPDIClosed-End Fund$85.4K4,8230.1%
FIRST TR EXCHANGE TRADED FD—$83.4K5450.1%
SELECT SECTOR SPDR TR—$82.9K1,8540.1%
ALPS ETF TR—$82.8K1,7620.1%
ISHARES TR—$78.0K8000.1%
J P MORGAN EXCHANGE TRADED F—$77.4K1,3320.1%
TORONTO DOMINION BK ONT—$75.4K8000.1%
KIMBERLY CLARK CORP—$74.7K7400.1%
VANGUARD BD INDEX FDS—$74.1K1,0000.1%
SLB LIMITED/NV—$72.5K1,8880.1%
COSTCO WHOLESALE CORP /NEW—$70.7K820.1%
Matson, Inc.—$67.6K5470.1%
Carnival Corp Ltd.—$67.2K2,2010.1%
NOVO-NORDISK A S—$66.6K1,3090.1%
American Tower Corp—$65.8K3750.1%
Meta Platforms Inc—$65.3K990.1%
INTEL CORP—$61.4K1,6630.0%
OMNICOM GROUP INC.—$60.2K7450.0%
NIKE, Inc.—$58.7K9220.0%
Palo Alto Networks Inc—$58.6K3180.0%
ISHARES TR—$57.7K2,1150.0%
SCHWAB STRATEGIC TR—$57.1K1,9000.0%
3M CO—$56.0K3500.0%
FISERV INC—$54.3K8090.0%
ELI LILLY & Co—$53.7K500.0%
INVESCO EXCH TRD SLF IDX FD—$53.4K2,0440.0%
Marathon Petroleum Corp—$48.8K3000.0%
VANGUARD INDEX FDS—$47.7K760.0%
ELLSWORTH GROWTH & INCOME FUND LTDECFClosed-End Fund$46.5K4,0000.0%
ISHARES BITCOIN TRUST ETF—$46.0K9270.0%
XCEL ENERGY INC—$42.7K5780.0%
Matador Resources Co—$42.4K1,0000.0%
VANGUARD SCOTTSDALE FDS—$41.9K5000.0%
FIRST TR EXCHANGE-TRADED FD—$41.3K4460.0%
RIO TINTO PLC—$40.0K5000.0%
SCHWAB STRATEGIC TR—$39.0K1,6000.0%
ENBRIDGE INC—$37.7K7880.0%
← PrevPage 4 of 20Next →