Financial Gravity Asset Management, Inc. Portfolio Holdings

Financial Gravity Asset Management, Inc.

  • $459 Billion
  • Q1 2025

Financial Gravity Asset Management, Inc. has filed its 13F form on April 30, 2025 for Q1 2025 where it was disclosed a total value porftolio of $459 Billion distributed in 1082 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Tr Core Intl Aggregate with a value of $26.1B, Xtrackers Usd High Yield Corp with a value of $22.8B, Ishares 0 5 Year High Yield CO with a value of $18.8B, Ishares Barclays 0 5 Year Tips with a value of $15.8B, and Wisdomtree U.S. Largecap Fund with a value of $15.5B.

Examining the 13F form we can see an increase of $58.1B in the current position value, from $400B to 459B.

Below you can find more details about Financial Gravity Asset Management, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $459 Billion
ETFs: $282 Billion
Technology: $23.6 Billion
Consumer Cyclical: $21.1 Billion
Financial Services: $16.5 Billion
Healthcare: $15.5 Billion
Consumer Defensive: $14.1 Billion
Communication Services: $11.8 Billion
Industrials: $10.5 Billion
Other: $11 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$2.36T
$6.04 Billion 1.32% of portfolio
31,726
Q1 2025 Added 5.5%
$3.8T
$5.88 Billion 1.28% of portfolio
26,492
Q1 2025 Added 55.92%
$1.29T
$5.71 Billion 1.25% of portfolio
22,046
Q1 2025 Reduced 3.85%
$0
$5.33 Billion 1.16% of portfolio
304,675
Q1 2025 Added 14,163.81%
$3.84T
$4.99 Billion 1.09% of portfolio
13,289
Q1 2025 Added 1.58%
$2.21B
$4.61 Billion 1.01% of portfolio
353,546
Q1 2025 Added 6.83%
$265B
$4.58 Billion 1.0% of portfolio
41,128
Q1 2025 Added 5.28%
$92.5B
$4.55 Billion 0.99% of portfolio
13,023
Q1 2025 Added 2.04%
$535B
$3.42 Billion 0.75% of portfolio
3,670
Q1 2025 Reduced 12.47%
$1.75T
$3.29 Billion 0.72% of portfolio
5,706
Q1 2025 Reduced 8.43%
$644B
$3.25 Billion 0.71% of portfolio
6,102
Q1 2025 Reduced 4.61%
$281B
$3.07 Billion 0.67% of portfolio
47,110
Q1 2025 Added 33.39%
$143B
$2.99 Billion 0.65% of portfolio
8,034
Q1 2025 Added 19.09%
$1B
$2.88 Billion 0.63% of portfolio
301,719
Q1 2025 Added 4,289.92%
$86.6B
$2.51 Billion 0.55% of portfolio
17,062
Q1 2025 Reduced 4.77%
$1.36T
$2.39 Billion 0.52% of portfolio
14,389
Q1 2025 Reduced 7.04%
$372B
$2.32 Billion 0.51% of portfolio
13,628
Q1 2025 Added 11.96%
$286B
$2.29 Billion 0.5% of portfolio
31,981
Q1 2025 Added 1.09%
$184B
$2.28 Billion 0.5% of portfolio
3,721
Q1 2025 Added 2.31%
$86.1B
$2.24 Billion 0.49% of portfolio
9,420
Q1 2025 Reduced 5.94%
$1.07B
$2.23 Billion 0.49% of portfolio
44,431
Q1 2025 Reduced 3.8%
$243B
$2.23 Billion 0.49% of portfolio
8,310
Q1 2025 Reduced 0.46%
$464B
$2.18 Billion 0.48% of portfolio
13,166
Q1 2025 Added 13.57%
$158B
$2.15 Billion 0.47% of portfolio
36,114
Q1 2025 Added 1.45%
$68.5B
$2.17 Billion 0.47% of portfolio
23,118
Q1 2025 Added 0.14%
$96.8B
$2.16 Billion 0.47% of portfolio
22,028
Q1 2025 Added 2.62%
$53.1B
$2.02 Billion 0.44% of portfolio
7,704
Q1 2025 Reduced 5.87%
$129B
$2.04 Billion 0.44% of portfolio
11,939
Q1 2025 Added 25.98%
$211B
$1.99 Billion 0.43% of portfolio
20,191
Q1 2025 Added 8.37%
$242B
$1.96 Billion 0.43% of portfolio
26,635
Q1 2025 Added 1.05%
$344B
$1.86 Billion 0.4% of portfolio
2,802
Q1 2025 Added 13.53%
$126B
$1.79 Billion 0.39% of portfolio
25,730
Q1 2025 Added 10.04%
$57.2B
$1.68 Billion 0.37% of portfolio
16,014
Q1 2025 Added 30.66%
$3.35B
$1.67 Billion 0.36% of portfolio
30,434
Q1 2025 Added 3.4%
$92B
$1.57 Billion 0.34% of portfolio
24,760
Q1 2025 Added 41.53%
$0
$1.38 Billion 0.3% of portfolio
62,432
Q1 2025 New
$9.34B
$1.28 Billion 0.28% of portfolio
45,064
Q1 2025 Added 147.73%
$468B
$1.08 Billion 0.24% of portfolio
9,086
Q1 2025 Added 897.37%
$556M
$1.01 Billion 0.22% of portfolio
97,281
Q1 2025 Added 499.28%
$5.27B
$887 Million 0.19% of portfolio
60,520
Q1 2025 New
$443B
$811 Million 0.18% of portfolio
7,479
Q1 2025 Added 287.91%
$308B
$604 Million 0.13% of portfolio
3,613
Q1 2025 Added 4,253.01%
$124B
$413 Million 0.09% of portfolio
924
Q1 2025 Reduced 9.06%
$140B
$424 Million 0.09% of portfolio
5,981
Q1 2025 Added 5,240.18%
$433B
$406 Million 0.09% of portfolio
1,109
Q1 2025 Added 418.22%
$102B
$355 Million 0.08% of portfolio
15,627
Q2 2024 Added 1.03%
$8.17B
$378 Million 0.08% of portfolio
3,023
Q1 2025 New
$169B
$303 Million 0.07% of portfolio
1,301
Q1 2025 Added 29.45%
-
$342 Million 0.07% of portfolio
-
Q1 2025 New

Summary

  • Portfolio
  • No. of Stocks 1,082
  • Current Value $459 Billion
  • Prior Value $400 Billion
  • Filing
  • Period Q1 2025
  • Filing Date April 30, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 546 stocks
  • Additional Purchases 179 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 183 stocks
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