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
Schwab Strategic Trust Schwab Short Term U.S. Treasury ETF
-
$16.1 Million
0.0% of portfolio
-
Q2 2024New
Schwab Strategic Trust Schwab Intermediate Term U.S. Treasury ETF
-
$9.68 Million
0.0% of portfolio
-
Q2 2024New
Black Rock Institutional Trust Company N.A. I Shares Tips Bond ETF
-
$11.1 Million
0.0% of portfolio
-
Q2 2024New
S Sg A Active Trust Materials Select Sector Spdr
-
$5.42 Million
0.0% of portfolio
-
Q2 2024New
S Sg A Active Trust Industrial Select Sector Spdr
-
$19.9 Million
0.0% of portfolio
-
Q2 2024New
S Sg A Active Trust Real Estate Select Sector Spdr Fund (The)
-
$4.08 Million
0.0% of portfolio
-
Q2 2024New
Qiwi Adr Rep Cl B Ord
-
$54,000
0.0% of portfolio
-
Q2 2024New
Floating Rate Income Portfolio Institutional Class
-
$3.7 Million
0.0% of portfolio
-
Q2 2024New
Bny Mellon High Yield ETF
-
$2.5 Million
0.0% of portfolio
-
Q2 2024New
Van Eck ETF Trust Van Eck Clo ETF
-
$2.25 Million
0.0% of portfolio
-
Q2 2024New
Franklin Templeton ETF Trust Franklin Senior Loan ETF
-
$2.58 Million
0.0% of portfolio
-
Q2 2024New
Pimco Funds Emerging Markets Bond Fund Institutional Class
-
$3.78 Million
0.0% of portfolio
-
Q2 2024New
Pimco International Bond Fund (U.S. Dollar Hedged) Inst Class
-
$5.36 Million
0.0% of portfolio
-
Q2 2024New
Black Rock Institutional Trust Company N.A. I Shares 0 5 Year High Yield Corporate Bond ETF
-
$1.25 Million
0.0% of portfolio
-
Q2 2024New
Sierra Tactical Municipal Fund Instl Shares
-
$5.41 Million
0.0% of portfolio
-
Q2 2024New
Inhibrx Inc Xxxcontingent Value Rightseff: 05/30/2024
-
$0
0.0% of portfolio
-
Q2 2024New
Arch Capital Group LTD Ordinary Shares
-
$408,000
0.0% of portfolio
-
Q2 2024New
Acres Commercial Realty Corp Ordinary Shares
-
$81,000
0.0% of portfolio
-
Q2 2024New
Automatic Data Processing Inc. Ordinary Shares
-
$498,000
0.0% of portfolio
-
Q2 2024New
Ameren Corp. Ordinary Shares
-
$377,000
0.0% of portfolio
-
Q2 2024New
Aes Corp. Ordinary Shares
-
$303,000
0.0% of portfolio
-
Q2 2024New
Black Rock Institutional Trust Company N.A. I Shares Core U.S. Aggregate Bond ETF
-
$2.02 Million
0.0% of portfolio
-
Q2 2024New
Arthur J. Gallagher & Co. Ordinary Shares
-
$420,000
0.0% of portfolio
-
Q2 2024New
Acadia Realty Trust Ordinary Shares
-
$83,000
0.0% of portfolio
-
Q2 2024New
Allstate Corp (The) Ordinary Shares
-
$406,000
0.0% of portfolio
-
Q2 2024New
Alnylam Pharmaceuticals Inc Ordinary Shares
-
$401,000
0.0% of portfolio
-
Q2 2024New
Altimmune Inc Ordinary Shares
-
$34,000
0.0% of portfolio
-
Q2 2024New
Alexanders Inc. Ordinary Shares
-
$83,000
0.0% of portfolio
-
Q2 2024New
Antero Midstream Corp Ordinary Shares
-
$70,000
0.0% of portfolio
-
Q2 2024New
Artisan Partners Asset Management Inc Ordinary Shares Class A
