Financial Gravity Companies, Inc. Portfolio Holdings

Financial Gravity Companies, Inc.

  • $374 Billion
  • Q3 2024

Financial Gravity Companies, Inc. has filed its 13F form on November 14, 2024 for Q3 2024 where it was disclosed a total value porftolio of $374 Billion distributed in 738 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Arm Holdings PLC with a value of $25.6B, Ishares Tr Core Intl Aggregate with a value of $24.1B, Xtrackers Usd High Yield Corp with a value of $20.7B, Ishares 0 5 Year High Yield CO with a value of $17.4B, and Ishares Barclays 0 5 Year Tips with a value of $14.4B.

Examining the 13F form we can see an increase of $374B in the current position value.

Financial Gravity Companies, Inc. is based out at Lakeway, TX

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

Portfolio value $374 Billion
ETFs: $256 Billion
Consumer Cyclical: $14 Billion
Technology: $13.9 Billion
Consumer Defensive: $12.5 Billion
Healthcare: $11.9 Billion
Communication Services: $9.49 Billion
Basic Materials: $7.08 Billion
Industrials: $6.6 Billion
Other: $1.42 Billion

Stock Holdings Table Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$1.52T
$5.35 Billion 1.43% of portfolio
20,461
Q3 2024 New
$3.39T
$5.03 Billion 1.35% of portfolio
11,688
Q3 2024 New
$213B
$4.21 Billion 1.13% of portfolio
36,603
Q3 2024 New
$1.39T
$3.02 Billion 0.81% of portfolio
5,273
Q3 2024 New
$409B
$2.58 Billion 0.69% of portfolio
3,638
Q3 2024 New
$244B
$2.41 Billion 0.65% of portfolio
20,270
Q3 2024 New
$259B
$2.42 Billion 0.65% of portfolio
29,984
Q3 2024 New
$1.04T
$2.32 Billion 0.62% of portfolio
13,335
Q3 2024 New
$1.2T
$2.2 Billion 0.59% of portfolio
13,176
Q3 2024 New
$351B
$2.06 Billion 0.55% of portfolio
7,543
Q3 2024 New
$274B
$2.04 Billion 0.54% of portfolio
28,325
Q3 2024 New
$404B
$1.92 Billion 0.51% of portfolio
11,082
Q3 2024 New
$383B
$1.78 Billion 0.48% of portfolio
10,962
Q3 2024 New
$292B
$1.8 Billion 0.48% of portfolio
2,156
Q3 2024 New
$206B
$1.62 Billion 0.43% of portfolio
16,887
Q3 2024 New
$325B
$232 Million 0.06% of portfolio
1,913
Q3 2024 New
$450B
$96.7 Million 0.03% of portfolio
825
Q3 2024 New
$435B
$121 Million 0.03% of portfolio
137
Q3 2024 New
$230B
$59 Million 0.02% of portfolio
586
Q3 2024 New
$418B
$83.9 Million 0.02% of portfolio
207
Q3 2024 New
$1.17T
$23.9 Million 0.01% of portfolio
144
Q3 2024 New
$230B
$25.3 Million 0.01% of portfolio
634
Q3 2024 New
$290B
$25.6 Million 0.01% of portfolio
174
Q3 2024 New
$253B
$7.04 Million 0.0% of portfolio
62
Q3 2024 New
$218B
$609,000 0.0% of portfolio
2
Q3 2024 New
$506B
$9.88 Million 0.0% of portfolio
20
Q3 2024 New
$699B
$633,000 0.0% of portfolio
3
Q3 2024 New
$221B
$396,000 0.0% of portfolio
6
Q3 2024 New
$240B
$12.4 Million 0.0% of portfolio
233
Q3 2024 New
$212B
$8.8 Million 0.0% of portfolio
17
Q3 2024 New
$310B
$9.28 Million 0.0% of portfolio
47
Q3 2024 New
$454B
$585,000 0.0% of portfolio
1
Q3 2024 New

Summary

  • Portfolio
  • No. of Stocks 738
  • Current Value $374 Billion
  • Filing
  • Period Q3 2024
  • Filing Date November 14, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 702 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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