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| Godsey & GIBB Inc
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| |
|---|---|
| CRD # | 105650 |
| SEC # | 801-23685 |
| CIK # | 0000887402 |
| AUM | $1.3 BB (2024-03-25) |
| Employees | 25 (40% Investors, 0% Brokers) |
| Phone | 804-285-7333 |
| Address | 6806 Paragon Pl, Ste 230 Richmond, VA 23230 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| MSFT | 1,918,222.4 | 32.1 | |
| AAPL | 2,382,844.0 | 31.8 | |
| AVGO | 201,282.9 | 29.4 | |
| COST | 207,576.9 | 29.0 | |
| ORCL | 182,760.6 | 26.4 | |
| ETN | 51,598.7 | 24.2 | |
| CTAS | 38,012.7 | 23.9 | |
| SYK | 74,798.9 | 22.7 | |
| MCHP | 32,965.1 | 22.4 | |
| IBM | 127,593.9 | 22.0 | |
| View All | |||
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 273 | 119.2 |
| (b) Individuals (high net worth individuals) | 441 | 985.6 |
| (c) Banking or thrift institutions | 25 | 38.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 37 | 27.9 |
| (h) Charitable organizations | 9 | 19.4 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 14 | 63.7 |
| (n) Other | 0 | 0.0 |
| Total | 1,757 | 1,253.8 |
| By Discretionary | ||
| Discretionary | 1,744 | 1,247.4 |
| Non-Discretionary | 13 | 6.4 |
| Total | 1,757 | 1,253.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,253.8 | |
| Total | 1,757 | 1,253.8 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0000887402] |
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|---|---|---|
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