Financial Gravity Asset Management, Inc. has filed its 13F form on June 26, 2024 for Q1 2024 where it was disclosed a total value porftolio of $355 Billion distributed in 1212 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 $20.8B, Xtrackers Usd High Yield Corp with a value of $18.8B, Ishares 0 5 Year High Yield CO with a value of $15.7B, Spdr Portfolio Intermediate Te with a value of $12.9B, and Spdr Portfolio S&P 600 Small C with a value of $12.9B.
Examining the 13F form we can see an decrease of $494M in the current position value, from $356B to 355B.
Also it can be appreciated an additional of 127 stocks purchases and 12 closed positions.
Below you can find more details about Financial Gravity Asset Management, Inc. portfolio as well as his latest detailed transactions.
Portfolio value
$355 Billion
ETFs: $249 Billion
Technology: $18.2 Billion
Consumer Cyclical: $17.1 Billion
Healthcare: $13 Billion
Consumer Defensive: $10.1 Billion
Industrials: $9.07 Billion
Communication Services: $8.42 Billion
Basic Materials: $5.94 Billion
Other: $4 Billion
Stock Holdings Table Market Cap. of $2 Billions to $10 Billions