0001835206-24-000003.txt : 20240501 0001835206-24-000003.hdr.sgml : 20240501 20240501102956 ACCESSION NUMBER: 0001835206-24-000003 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20240331 FILED AS OF DATE: 20240501 DATE AS OF CHANGE: 20240501 EFFECTIVENESS DATE: 20240501 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Gimbal Financial CENTRAL INDEX KEY: 0001835206 ORGANIZATION NAME: IRS NUMBER: 352019093 STATE OF INCORPORATION: IN FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-23574 FILM NUMBER: 24900857 BUSINESS ADDRESS: STREET 1: 620 N. RANGELINE ROAD CITY: CARMEL STATE: IN ZIP: 46032 BUSINESS PHONE: 3174187365 MAIL ADDRESS: STREET 1: 620 N. RANGELINE ROAD CITY: CARMEL STATE: IN ZIP: 46032 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false true true 0001835206 XXXXXXXX 03-31-2024 03-31-2024 Gimbal Financial

620 N. RANGELINE ROAD CARMEL IN 46032

13F HOLDINGS REPORT 028-23574 000159003 801-110-875 N Doug Shrieve (317) Doug Shrieve Carmel IN 05-01-2024 0 46 122170529 false INFORMATION TABLE 2 GimbalFinancialLLC_13f.xml ABBOTT LABS COM 002824100 330105 2904 SH SOLE 0 624 0 2280 ABBVIE INC COM 00287Y109 532508 2924 SH SOLE 0 644 0 2280 ALPHABET INC CAP STK CL A 02079K305 421547 2793 SH SOLE 0 313 0 2480 AMGEN INC COM 031162100 284889 1002 SH SOLE 0 36 0 966 APPLE INC COM 037833100 634752 3702 SH SOLE 0 918 0 2784 CALUMET SPECIALTY PRODS PART UT LTD PARTNER 131476103 401889 27045 SH SOLE 0 27045 0 0 CAPITAL GROUP DIVIDEND VALUE SHS CREATION UNI 14020W106 267068 8217 SH SOLE 0 8217 0 0 CAPITAL GROUP GBL GROWTH EQT SHS CREATION UNI 14020X104 323136 11220 SH SOLE 0 11220 0 0 CISCO SYS INC COM 17275R102 461817 9253 SH SOLE 0 1858 0 7395 COCA COLA CO COM 191216100 219514 3588 SH SOLE 0 1034 0 2554 COLGATE PALMOLIVE CO COM 194162103 289061 3210 SH SOLE 0 132 0 3078 ELI LILLY & CO COM 532457108 14481823 18615 SH SOLE 0 18615 0 0 EMERSON ELEC CO COM 291011104 269259 2374 SH SOLE 0 142 0 2232 FIDELITY COMWLTH TR NASDAQ COMPSIT 315912808 254895 3958 SH SOLE 0 3958 0 0 FIDELITY COVINGTON TRUST MSCI COMMNTN SVC 316092873 1166524 23538 SH SOLE 0 23317 0 221 HOME DEPOT INC COM 437076102 442673 1154 SH SOLE 0 1154 0 0 HONEYWELL INTL INC COM 438516106 445598 2171 SH SOLE 0 150 0 2021 INTEL CORP COM 458140100 393142 8901 SH SOLE 0 1611 0 7290 INVESCO QQQ TR UNIT SER 1 46090E103 252258 568 SH SOLE 0 568 0 0 ISHARES TR U.S. UTILITS ETF 464287697 3491351 41308 SH SOLE 0 40852 0 456 ISHARES TR CORE S&P500 ETF 464287200 21896876 41650 SH SOLE 0 41174 0 476 ISHARES TR S&P 500 GRWT ETF 464287309 6940306 82192 SH SOLE 0 81306 0 886 ISHARES TR RUSSELL 2000 ETF 464287655 13970566 66432 SH SOLE 0 65725 0 707 ISHARES TR GLOBAL TECH ETF 464287291 9350327 124988 SH SOLE 0 123633 0 1355 ISHARES TR ISHARES SEMICDTR 464287523 1605716 7107 SH SOLE 0 7040 0 67 ISHARES TR S&P 100 ETF 464287101 630453 2548 SH SOLE 0 13 0 2535 ISHARES TR US TRSPRTION 464287192 1143276 16240 SH SOLE 0 16100 0 140 ISHARES TR U.S. MED DVC ETF 464288810 7661690 130768 SH SOLE 0 129896 0 872 ISHARES TR CORE DIV GRWTH 46434V621 19441448 334851 SH SOLE 0 332577 0 2274 ISHARES TR ROBOTICS ARTIF 46435U556 1849660 53847 SH SOLE 0 53344 0 503 JOHNSON & JOHNSON COM 478160104 775054 4900 SH SOLE 0 2711 0 2189 JPMORGAN CHASE & CO COM 46625H100 357303 1784 SH SOLE 0 462 0 1322 MARATHON PETE CORP COM 56585A102 227411 1129 SH SOLE 0 1129 0 0 MICROSOFT CORP COM 594918104 1341325 3188 SH SOLE 0 1229 0 1959 NOVARTIS AG SPONSORED ADR 66987V109 216944 2243 SH SOLE 0 458 0 1785 PACER FDS TR TRENDP US LAR CP 69374H105 2778889 58233 SH SOLE 0 53986 0 4247 PACER FDS TR TRENDPILOT 100 69374H303 2785883 40563 SH SOLE 0 37860 0 2703 PEABODY ENERGY CORP COM 704551100 297211 12251 SH SOLE 0 12251 0 0 SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 211654 2625 SH SOLE 0 2625 0 0 SPDR GOLD TR GOLD SHS 78463V107 236578 1150 SH SOLE 0 340 0 810 SPDR S&P 500 ETF TR TR UNIT 78462F103 554841 1061 SH SOLE 0 1061 0 0 SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107 210876 379 SH SOLE 0 259 0 120 TEXAS INSTRS INC COM 882508104 946135 5431 SH SOLE 0 5431 0 0 UNITED PARCEL SERVICE INC CL B 911312106 265305 1785 SH SOLE 0 103 0 1682 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 646305 3539 SH SOLE 0 3539 0 0 WALMART INC COM 931142103 464688 7723 SH SOLE 0 1876 0 5847