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 Market Cap. of $200 Billions or more