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
Steel Dynamics Inc. Ordinary Shares
-
$5.11 Million
0.0% of portfolio
-
Q2 2024New
Suncor Energy, Inc. Ordinary Shares
-
$3.64 Million
0.0% of portfolio
-
Q2 2024New
Skyworks Solutions, Inc. Ordinary Shares
-
$4.52 Million
0.0% of portfolio
-
Q2 2024New
Stryker Corp. Ordinary Shares
-
$865,000
0.0% of portfolio
-
Q2 2024New
Molson Coors Beverage Company Ordinary Shares Class B
-
$2.97 Million
0.0% of portfolio
-
Q2 2024New
Transdigm Group Incorporated Ordinary Shares
-
$1.79 Million
0.0% of portfolio
-
Q2 2024New
Telecom Argentina S.A. Adr
-
$2.16 Million
0.0% of portfolio
-
Q2 2024New
Teva Pharmaceutical Industries Ltd. Adr
-
$1.52 Million
0.0% of portfolio
-
Q2 2024New
Truist Financial Corporation Ordinary Shares
-
$8,000
0.0% of portfolio
-
Q2 2024New
Toews Hedged U.S. Fd Usd
-
$17,000
0.0% of portfolio
-
Q2 2024New
Toews Hedged U.S. Opportunity Fd Usd
-
$16,000
0.0% of portfolio
-
Q2 2024New
Tjx Companies, Inc. Ordinary Shares
-
$6,000
0.0% of portfolio
-
Q2 2024New
Black Rock Institutional Trust Company N.A. I Shares 20 Year Treasury Bond ETF
-
$9.5 Million
0.0% of portfolio
-
Q2 2024New
Tencent Music Entertainment Group Adr
-
$2.31 Million
0.0% of portfolio
-
Q2 2024New
Thermo Fisher Scientific Inc. Ordinary Shares
-
$549,000
0.0% of portfolio
-
Q2 2024New
T Mobile Us Inc Ordinary Shares
-
$422,000
0.0% of portfolio
-
Q2 2024New
Toast Inc Ordinary Shares Class A
-
$3,000
0.0% of portfolio
-
Q2 2024New
Tapestry Inc Ordinary Shares
-
$5.74 Million
0.0% of portfolio
-
Q2 2024New
Tesla Inc Ordinary Shares
-
$95,000
0.0% of portfolio
-
Q2 2024New
Taiwan Semiconductor Manufacturing Adr
-
$2.53 Million
0.0% of portfolio
-
Q2 2024New
Trane Technologies PLC Ordinary Shares Class A
-
$1.58 Million
0.0% of portfolio
-
Q2 2024New
Total Energies Se Adr
-
$4.38 Million
0.0% of portfolio
-
Q2 2024New
Tetra Tech, Inc. Ordinary Shares
-
$7,000
0.0% of portfolio
-
Q2 2024New
Tradeweb Markets Inc Ordinary Shares Cls A
-
$2.67 Million
0.0% of portfolio
-
Q2 2024New
Texas Instruments Inc. Ordinary Shares
-
$1.9 Million
0.0% of portfolio
-
Q2 2024New
Textron Inc. Ordinary Shares
-
$4.33 Million
0.0% of portfolio
-
Q2 2024New
Uber Technologies Inc Ordinary Shares
-
$3.58 Million
0.0% of portfolio
-
Q2 2024New
Unitedhealth Group Inc Ordinary Shares
-
$104,000
0.0% of portfolio
-
Q2 2024New
Visa Inc Ordinary Shares Class A
-
$4.21 Million
0.0% of portfolio
-
Q2 2024New
Vista Energy S.A.B. De C.V Adr
-
$3.46 Million
0.0% of portfolio
-
Q2 2024New
Valero Energy Corp. Ordinary Shares
-
$5.01 Million
0.0% of portfolio
-
Q2 2024New
Vanguard Group, Inc. Vanguard Communication Services ETF
-
$10,000
0.0% of portfolio
-
Q2 2024New
Vanguard Group, Inc. Vanguard Utilities ETF
-
$27,000
0.0% of portfolio
-
Q2 2024New
Vertiv Holdings CO Ordinary Shares Class A
-
$8,000
0.0% of portfolio
-
Q2 2024New
Vertex Pharmaceuticals, Inc. Ordinary Shares
-
$3.73 Million
0.0% of portfolio
-
Q2 2024New
Walmart Inc Ordinary Shares
-
$503,000
0.0% of portfolio
-
Q2 2024New
W.R. Berkley Corp. Ordinary Shares
-
$364,000
0.0% of portfolio
-
Q2 2024New
Will Scot Mobile Mini Holdings Corp Ordinary Shares
-
$2.6 Million
0.0% of portfolio
-
Q2 2024New
Wintrust Financial Corp. Ordinary Shares
-
$3,000
0.0% of portfolio
-
Q2 2024New
Essential Utilities Inc Ordinary Shares
-
$11,000
0.0% of portfolio
-
Q2 2024New
S Sg A Active Trust The Energy Select Sector Spdr Fund
-
$11.4 Million
0.0% of portfolio
-
Q2 2024New
Yandex Cl A Ord
-
$0
0.0% of portfolio
-
Q2 2024New
Ypf Adr
-
$3.04 Million
0.0% of portfolio
-
Q2 2024New
Zoom Video Communications Inc Ordinary Shares Class A
-
$3,000
0.0% of portfolio
-
Q2 2024New
Zoetis Inc Ordinary Shares Class A
-
$2.33 Million
0.0% of portfolio
-
Q2 2024New
Vanguard Group, Inc. Vanguard Intermediate Term Bond ETF
-
$11.8 Million
0.0% of portfolio
-
Q2 2024New
Vanguard Group, Inc. Vanguard Long Term Bond ETF
-
$9.73 Million
0.0% of portfolio
-
Q2 2024New
Black Rock Institutional Trust Company N.A. I Shares I Boxx Usd High Yield Corporate Bond ETF
-
$18.9 Million
0.0% of portfolio
-
Q2 2024New
Black Rock Institutional Trust Company N.A. I Shares U.S. Broker Dealers ETF
-
$9.66 Million
0.0% of portfolio
-
Q2 2024New
Black Rock Institutional Trust Company N.A. I Shares 7 10 Year Treasury Bond ETF
