Financial Gravity Asset Management, Inc. Portfolio Holdings

Financial Gravity Asset Management, Inc.

  • $400 Billion
  • Q2 2024

Financial Gravity Asset Management, Inc. has filed its 13F form on August 06, 2024 for Q2 2024 where it was disclosed a total value porftolio of $400 Billion distributed in 1433 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 $24.2B, Xtrackers Usd High Yield Corp with a value of $20.5B, Ishares 0 5 Year High Yield CO with a value of $17.4B, Wisdomtree U.S. Largecap Fund with a value of $14.9B, and Ishares Barclays 0 5 Year Tips with a value of $14.4B.

Examining the 13F form we can see an increase of $45B in the current position value, from $355B to 400B. Also it can be appreciated an additional of 863 stocks purchases and 6 closed positions.

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

Portfolio value $400 Billion
ETFs: $276 Billion
Technology: $22.3 Billion
Consumer Cyclical: $19.1 Billion
Healthcare: $16.4 Billion
Consumer Defensive: $12.4 Billion
Communication Services: $10.7 Billion
Industrials: $7.97 Billion
Basic Materials: $5.82 Billion
Other: $6.22 Billion

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$68.9 Million 0.02% of portfolio
9,221
Q1 2024 New
$0
$42.1 Million 0.01% of portfolio
2,136
Q2 2024 Added 198.74%
$0
$13.7 Million 0.0% of portfolio
1,679
Q2 2024 Reduced 71.29%
$21.2M
$10.6 Million 0.0% of portfolio
9,042
Q2 2024 New
$9.02M
$941,000 0.0% of portfolio
855
Q2 2024 New
$17.3M
$1.58 Million 0.0% of portfolio
635
Q2 2024 Reduced 72.19%
$0
$0 0.0% of portfolio
1,050
Q1 2024 New
$0
$0 0.0% of portfolio
2,668
Q1 2024 Reduced 94.74%

Summary

  • Portfolio
  • No. of Stocks 1,433
  • Current Value $400 Billion
  • Prior Value $355 Billion
  • Filing
  • Period Q2 2024
  • Filing Date August 06, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 863 stocks
  • Additional Purchases 137 stocks
  • Sold out of 6 stocks
  • Reduced holdings in 209 stocks
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