Financial Gravity Asset Management, Inc. Portfolio Holdings
Financial Gravity Asset Management, Inc.
- $355 Billion
- Q1 2024
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.
Stock Holdings Table Market Cap. of Under $50 Millions
Summary
- Portfolio
- No. of Stocks 1,212
- Current Value $355 Billion
- Prior Value $356 Billion
- Filing
- Period Q1 2024
- Filing Date June 26, 2024
- Form Type 13F-HR/A
- Activity in Q1 2024
- New Purchases 127 stocks
- Additional Purchases 155 stocks
- Sold out of 12 stocks
- Reduced holdings in 250 stocks