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
Spdr Series Trust Spdr S&P 400 Mid Cap Growth ETF
-
$733,000
0.0% of portfolio
-
Q2 2024New
Spdr Series Trust Spdr S&P 400 Mid Cap Value ETF
-
$917,000
0.0% of portfolio
-
Q2 2024New
Global X Funds Global X Msci Norway ETF
-
$38,000
0.0% of portfolio
-
Q2 2024New
Black Rock Institutional Trust Company N.A. I Shares Trust I Shares Preferred And Income Securities ETF
-
$133,000
0.0% of portfolio
-
Q2 2024New
Invesco Capital Management LLC Invesco Financial Preferred ETF
-
$134,000
0.0% of portfolio
-
Q2 2024New
Invesco Capital Management LLC Invesco Fundamental High Yield Corporate Bond ETF
-
$106,000
0.0% of portfolio
-
Q2 2024New
Invesco Capital Management LLC Invesco Water Resources ETF
-
$56,000
0.0% of portfolio
-
Q2 2024New
Black Rock Institutional Trust Company N.A. I Shares Silver Trust
-
$130,000
0.0% of portfolio
-
Q2 2024New
Spdr Series Trust Spdr S&P 600 Small Cap Growth ETF
-
$826,000
0.0% of portfolio
-
Q2 2024New
Spdr Series Trust Spdr S&P 600 Small Cap Value ETF
-
$997,000
0.0% of portfolio
-
Q2 2024New
Spdr Series Trust Spdr Portfolio S&P 500 Growth ETF
-
$881,000
0.0% of portfolio
-
Q2 2024New
Spdr Series Trust Spdr Portfolio S&P 500 Value ETF
-
$1.02 Million
0.0% of portfolio
-
Q2 2024New
Pacer Funds Trust Pacer Data & Infrastructure Real Estate ETF
-
$33,000
0.0% of portfolio
-
Q2 2024New
Black Rock Institutional Trust Company N.A. I Shares Msci Thailand ETF
-
$5,000
0.0% of portfolio
-
Q2 2024New
United States Commodity Funds LLC United States Natural Gas Fund
-
$22,000
0.0% of portfolio
-
Q2 2024New
United States Commodity Funds LLC United States Oil Fund
-
$21,000
0.0% of portfolio
-
Q2 2024New
Black Rock Institutional Trust Company N.A. I Shares Core U.S. Reit ETF
-
$69,000
0.0% of portfolio
-
Q2 2024New
Vanguard Group, Inc. Vanguard Materials ETF
-
$78,000
0.0% of portfolio
-
Q2 2024New
Vanguard Group, Inc. Vanguard Ftse Europe ETF
-
$286,000
0.0% of portfolio
-
Q2 2024New
Van Eck ETF Trust Van Eck Vietnam ETF
-
$15,000
0.0% of portfolio
-
Q2 2024New
Vanguard Group, Inc. Vanguard Global Ex U.S. Real Estate ETF
-
$388,000
0.0% of portfolio
-
Q2 2024New
Vanguard Group, Inc. Vanguard Russell 1000 Growth Index ETF
-
$377,000
0.0% of portfolio
-
Q2 2024New
Vanguard Group, Inc. Vanguard Russell 1000 Value Index ETF
-
$435,000
0.0% of portfolio
-
Q2 2024New
Vanguard Group, Inc. Vanguard Ftse Pacific ETF
-
$206,000
0.0% of portfolio
-
Q2 2024New
Vanguard Group, Inc. Vanguard Russell 2000 Growth Index ETF
-
$356,000
0.0% of portfolio
-
Q2 2024New
Vanguard Group, Inc. Vanguard Russell 2000 Value Index ETF
-
$431,000
0.0% of portfolio
-
Q2 2024New
Black Rock Institutional Trust Company N.A. I Shares International Developed Property ETF
-
$126,000
0.0% of portfolio
-
Q2 2024New
Spdr Series Trust Spdr Metals & Mining ETF
-
$47,000
0.0% of portfolio
-
Q2 2024New
Autoliv Inc. Ordinary Shares
-
$535,000
0.0% of portfolio
-
Q2 2024New
Eldorado Gold Corp. Ordinary Shares
-
$680,000
0.0% of portfolio
-
Q2 2024New
Manulife Financial Corp. Ordinary Shares
-
$745,000
0.0% of portfolio
-
Q2 2024New
Symmetry Panoramic Tax Managed Global Equity Fund Class I Shares
