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
Stock
Market Cap.
Holding Value (Reported)
# of Shares.
Last Trade
Trade History
Marathon Oil Corporation Ordinary Shares
-
$5.2 Million
0.0% of portfolio
-
Q2 2024New
Northern Lights Fund Trust Toews Agility Shares Managed Risk ETF
-
$152,000
0.0% of portfolio
-
Q2 2024New
Microsoft Corporation Ordinary Shares
-
$15.9 Million
0.0% of portfolio
-
Q2 2024New
Mitsubishi Ufj Financial Group, Inc. Adr
-
$3.4 Million
0.0% of portfolio
-
Q2 2024New
Next Era Energy Inc Ordinary Shares
-
$5,000
0.0% of portfolio
-
Q2 2024New
Netflix Inc. Ordinary Shares
-
$95,000
0.0% of portfolio
-
Q2 2024New
Service Now Inc Ordinary Shares
-
$1.21 Million
0.0% of portfolio
-
Q2 2024New
Nestle Sa Adr
-
$2.99 Million
0.0% of portfolio
-
Q2 2024New
Nintendo Co. LTD Adr
-
$4.27 Million
0.0% of portfolio
-
Q2 2024New
Nucor Corp. Ordinary Shares
-
$3.9 Million
0.0% of portfolio
-
Q2 2024New
Nvidia Corp Ordinary Shares
-
$16.5 Million
0.0% of portfolio
-
Q2 2024New
Novo Nordisk
-
$8.04 Million
0.0% of portfolio
-
Q2 2024New
Novartis Ag Adr
-
$4.26 Million
0.0% of portfolio
-
Q2 2024New
N Vent Electric PLC Ordinary Shares
-
$2.71 Million
0.0% of portfolio
-
Q2 2024New
Nat West Group PLC Adr
-
$1.59 Million
0.0% of portfolio
-
Q2 2024New
Nxp Semiconductors Nv Ordinary Shares
-
$5.52 Million
0.0% of portfolio
-
Q2 2024New
Owens Corning Ordinary Shares
-
$4,000
0.0% of portfolio
-
Q2 2024New
On Holding Ag Ordinary Shares Class A
-
$2.81 Million
0.0% of portfolio
-
Q2 2024New
Oracle Corp. Ordinary Shares
-
$91,000
0.0% of portfolio
-
Q2 2024New
Pan American Silver Corp Ordinary Shares
-
$1.59 Million
0.0% of portfolio
-
Q2 2024New
Palo Alto Networks Inc Ordinary Shares
-
$350,000
0.0% of portfolio
-
Q2 2024New
Paccar Inc. Ordinary Shares
-
$462,000
0.0% of portfolio
-
Q2 2024New
Pepsi Co Inc Ordinary Shares
-
$1.06 Million
0.0% of portfolio
-
Q2 2024New
Procter & Gamble Co. Ordinary Shares
-
$1.73 Million
0.0% of portfolio
-
Q2 2024New
Pulte Group Inc Ordinary Shares
-
$4.56 Million
0.0% of portfolio
-
Q2 2024New
Prologis Inc Ordinary Shares
-
$4,000
0.0% of portfolio
-
Q2 2024New
Pnc Financial Services Group Inc Ordinary Shares
-
$6,000
0.0% of portfolio
-
Q2 2024New
Portland General Electric CO Ordinary Shares
-
$3,000
0.0% of portfolio
-
Q2 2024New
Pure Storage Inc Ordinary Shares Class A
-
$9,000
0.0% of portfolio
-
Q2 2024New
Qualcomm, Inc. Ordinary Shares
-
$5.28 Million
0.0% of portfolio
-
Q2 2024New
Ferrari N.V. Ordinary Shares
-
$2.82 Million
0.0% of portfolio
-
Q2 2024New
Reckitt Benckiser Group PLC Adr
-
$2.97 Million
0.0% of portfolio
-
Q2 2024New
Royal Caribbean Group Ordinary Shares
-
$9,000
0.0% of portfolio
-
Q2 2024New
Relx PLC Adr
-
$5.03 Million
0.0% of portfolio
-
Q2 2024New
Republic Services, Inc. Ordinary Shares
-
$784,000
0.0% of portfolio
-
Q2 2024New
Straumann Holding Ag Adr
-
$2.74 Million
0.0% of portfolio
-
Q2 2024New
Schneider Electric Se Adr
-
$4.15 Million
0.0% of portfolio
-
Q2 2024New
Schwab Strategic Trust Schwab U.S. Broad Market ETF
