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 $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

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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