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Financial Gravity Companies

Latest statistics and disclosures from Financial Gravity Companies's latest quarterly 13F-HR filing:

Top 5 stock holdings are IAGG, HYLB, SHYG, Amr, EPS, and represent 20.56% of Financial Gravity Companies's stock portfolio.
Added to shares of these 10 stocks: AAPL (+$8.8M), AMZN (+$6.9M), SWVXX (+$6.5M), FSK (+$5.5M), BBDC, ARM, BRK.B, TIPRX, TFIN, CCLFX.
Started 371 new stock positions in VCTFX, DTF, VIG, BA, BIIB, KGC, FACDX, SLV, MRVL, BGEIX.
Reduced shares in these 10 stocks: Amr (-$23M), Triumph Bancorp, Bnp Paribas Note Conv Index Lnkd, IVV, Healthcare Tr, ESGU, First Trust Capital Etf etf, NFLX, BITB, LMT.
Sold out of its positions in AL, Atlantic Cnty N J Impt Auth Re Gtd Rev Ref Bds, Bnp Paribas Note Conv Index Lnkd, Bnp Paribas Note Conv Index Lnkd, SAN, BlackRock, Bofa Fin Llc 8.4 25 Due 06/20/25, BR, Brookfield Infrastructure, BC.
Financial Gravity Companies was a net buyer of stock by $69M.
Financial Gravity Companies has $452M in assets under management (AUM), dropping by -17.92%.
Central Index Key (CIK): 0001377167

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Portfolio Holdings for Financial Gravity Companies

Financial Gravity Companies holds 997 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Financial Gravity Companies has 997 total positions. Only the first 250 positions are shown.

Sign up to view all of the Financial Gravity Companies Dec. 31, 2024 positions
Download the Financial Gravity Companies December 2024 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr Uit Exchange Traded (IAGG)	5.3	$24M	+3%	482k	49.92	View chart
Dbx Etf Tr Uit Exchange Traded (HYLB)	4.7	$21M	+4%	586k	36.08	View chart
Ishares Tr Uit Exchange Traded (SHYG)	3.8	$17M		407k	42.61	View chart
Cantor Silverstein Opportunity Zone Trust Ii Real Estate Investme	3.5	$16M	-58%	582k	26.87	View chart
Wisdomtree Tr Uit Exchange Traded (EPS)	3.3	$15M	+3%	241k	61.18	View chart
Ishares Tr Uit Exchange Traded (STIP)	3.2	$15M	+2%	146k	100.60	View chart
Dbx Etf Tr Uit Exchange Traded (HYDW)	3.1	$14M	+2%	307k	46.09	View chart
Spdr Ser Tr Uit Exchange Traded (SPSM)	3.1	$14M	+4%	309k	44.92	View chart
Spdr Ser Tr Uit Exchange Traded (SPIB)	3.1	$14M	+2%	424k	32.76	View chart
Spdr Ser Tr Uit Exchange Traded (SPMD)	2.9	$13M	+4%	238k	54.69	View chart
Spdr Ser Tr Uit Exchange Traded (SPYG)	2.7	$12M	+4%	140k	87.90	View chart
Vanguard Whitehall Fds Uit Exchange Traded (VWOB)	2.4	$11M	+2%	172k	63.15	View chart
Spdr Ser Tr Uit Exchange Traded (SPYD)	2.3	$10M	+6%	241k	43.24	View chart
Spdr Index Shs Fds Uit Exchange Traded (SPEM)	2.1	$9.5M	+3%	247k	38.37	View chart
Spdr Ser Tr Uit Exchange Traded (SPBO)	2.1	$9.3M	+3%	326k	28.64	View chart
Apple Common Stock (AAPL)	1.9	$8.8M	NEW	35k	250.42	View chart
Tesla Common Stock (TSLA)	1.9	$8.7M	+5%	22k	403.84	View chart
Spdr Ser Tr Uit Exchange Traded (SPYV)	1.7	$7.6M	+5%	149k	51.14	View chart
Schwab Value Advantage Money Investor Shares Schwab Non-sweep Mmf (SWVXX)	1.6	$7.4M	+686%	7.4M	1.00	View chart
Amazon Common Stock (AMZN)	1.5	$6.9M	NEW	31k	219.39	View chart
Ishares Tr Uit Exchange Traded (ICVT)	1.4	$6.5M	+3%	76k	84.97	View chart
Fs Kkr Cap Corp Common Stock (FSK)	1.2	$5.6M	+11961%	257k	21.72	View chart
Upwork Common Stock (UPWK)	1.2	$5.4M		331k	16.35	View chart
Ishares Tr Uit Exchange Traded (IEUR)	1.2	$5.3M	+8%	98k	53.98	View chart
Microsoft Corp Common Stock (MSFT)	1.1	$5.1M	+3%	12k	421.50	View chart
Sherwin Williams Common Stock (SHW)	1.0	$4.3M		13k	339.93	View chart
Vanguard Scottsdale Fds Uit Exchange Traded (VGSH)	0.9	$3.9M	+8%	67k	58.18	View chart
Vanguard Bd Index Fds Uit Exchange Traded (BSV)	0.9	$3.9M	+5%	50k	77.27	View chart
Vanguard Scottsdale Fds Uit Exchange Traded (VMBS)	0.9	$3.9M	+9%	85k	45.34	View chart
Ishares Tr Uit Exchange Traded (ICSH)	0.9	$3.9M	+6%	77k	50.43	View chart
Ishares Tr Uit Exchange Traded (TFLO)	0.8	$3.8M	+4%	75k	50.47	View chart
Novartis American Depository (NVS)	0.8	$3.7M	+4%	38k	97.31	View chart
Ishares Tr Uit Exchange Traded (IVV)	0.7	$3.4M	-12%	5.7k	588.70	View chart
Meta Platforms Common Stock (META)	0.7	$3.2M	+4%	5.5k	585.55	View chart
Netflix Common Stock (NFLX)	0.7	$3.2M	-2%	3.6k	891.32	View chart
Ishares Tr Uit Exchange Traded (IPAC)	0.7	$3.1M	+17%	51k	61.10	View chart
Barings Bdc Common Stock (BBDC)	0.6	$2.9M	+4360%	303k	9.57	View chart
Walmart Common Stock (WMT)	0.6	$2.8M	+2%	31k	90.35	View chart
Stryker Corporation Common Stock (SYK)	0.6	$2.7M	+34%	7.6k	360.05	View chart
Alphabet Common Stock (GOOG)	0.6	$2.7M	+6%	14k	190.44	View chart
Arm Holdings American Depository (ARM)	0.6	$2.6M	NEW	21k	123.36	View chart
Taiwan Semiconductor Mfg American Depository (TSM)	0.6	$2.6M		13k	197.49	View chart
Salesforce Common Stock (CRM)	0.6	$2.6M		7.7k	334.33	View chart
Bluerock Total Income Real Estate A Ntf Equity Funds (TIPRX)	0.6	$2.6M	+1392%	98k	26.02	View chart
Berkshire Hathaway Inc Del Common Stock (BRK.B)	0.6	$2.6M	NEW	5.6k	453.28	View chart
Marriott Intl Common Stock (MAR)	0.5	$2.5M		8.8k	278.94	View chart
Chipotle Mexican Grill Common Stock (CMG)	0.5	$2.4M		40k	60.30	View chart
Triumph Financial Common Stock (TFIN)	0.5	$2.4M	NEW	26k	90.88	View chart
Spdr Ser Tr Uit Exchange Traded (SPTM)	0.5	$2.2M		31k	71.43	View chart
Cliffwater Corporate Lending I Bond Funds (CCLFX)	0.5	$2.2M	NEW	211k	10.62	View chart
Apollo Diversified Credit Fd Cl A Ntf Equity Funds (CRDTX)	0.5	$2.2M	NEW	98k	22.22	View chart
Autodesk Common Stock (ADSK)	0.5	$2.1M	NEW	7.1k	295.57	View chart
3M Common Stock (MMM)	0.5	$2.1M		16k	129.09	View chart
Intuit Common Stock (INTU)	0.5	$2.0M	+2%	3.3k	628.50	View chart
Disney Walt Common Stock (DIS)	0.5	$2.0M	+8%	18k	111.35	View chart
Procter And Gamble Common Stock (PG)	0.4	$2.0M	+5%	12k	167.65	View chart
Novo-nordisk A S American Depository (NVO)	0.4	$1.9M	+10%	22k	86.02	View chart
Boeing Common Stock (BA)	0.4	$1.9M	NEW	11k	177.00	View chart
Unilever American Depository (UL)	0.4	$1.9M	+3%	33k	56.70	View chart
Colgate Palmolive Common Stock (CL)	0.4	$1.8M	+3%	20k	90.91	View chart
Starbucks Corp Common Stock (SBUX)	0.4	$1.8M		20k	91.25	View chart
Coca Cola Common Stock (KO)	0.4	$1.8M	+3%	29k	62.26	View chart
Johnson & Johnson Common Stock (JNJ)	0.4	$1.7M	+6%	12k	144.62	View chart
Scotts Miracle-gro Common Stock (SMG)	0.4	$1.7M	+2%	26k	66.34	View chart
Diageo American Depository (DEO)	0.4	$1.7M	+5%	13k	127.13	View chart
Etfis Ser Tr I Uit Exchange Traded (PFFA)	0.4	$1.7M	NEW	76k	21.90	View chart
Asml Holding N V American Depository (ASML)	0.4	$1.6M	+9%	2.4k	693.08	View chart
Astrazeneca American Depository (AZN)	0.4	$1.6M	NEW	25k	65.52	View chart
Nike Common Stock (NKE)	0.3	$1.6M	+5%	21k	75.67	View chart
Ares Capital Corp Common Stock (ARCC)	0.3	$1.5M	NEW	70k	21.89	View chart
Moderna Common Stock (MRNA)	0.3	$1.4M	+65%	34k	41.58	View chart
Invesco Steelpath Mlp Income A Ntf Equity Funds (MLPDX)	0.3	$1.4M	+571%	233k	5.93	View chart
Spdr Ser Tr Uit Exchange Traded (BIL)	0.3	$1.4M		15k	91.43	View chart
Apollo Diversified Re Fd Cl A Ntf Equity Funds (GIREX)	0.3	$1.3M	+20837%	52k	25.16	View chart
Cion Invt Corp Common Stock (CION)	0.2	$1.1M	+499%	97k	11.40	View chart
Vanguard Total Stock Mkt Idx Adm Equity Funds (VTSAX)	0.2	$1.1M		7.7k	141.02	View chart
Apollo Diversified Credit Fd Cl C Load Equity Fund (CGCCX)	0.2	$935k	NEW	42k	22.21	View chart
Exxon Mobil Corp Common Stock (XOM)	0.2	$930k	+947%	8.6k	107.57	View chart
Nvidia Corporation Common Stock (NVDA)	0.2	$926k	+260%	6.9k	134.29	View chart
Blue Owl Capital Corporation Common Stock (OBDC)	0.2	$839k	NEW	56k	15.12	View chart
Ishares Tr Uit Exchange Traded (QUAL)	0.2	$821k	-3%	4.6k	178.08	View chart
Bnp Paribas Sa 0 27f Due 08/04/27 Foreign Bonds (us $)	0.2	$794k		775k	1.02	View chart
Credit Suisse Ag L0 25f Due 08/01/25 Foreign Bonds (us $)	0.2	$752k		750k	1.00	View chart
Franklin Bsp Capital Corporation Closed End Mutl Fund	0.2	$747k	NEW	52k	14.44	View chart
Fidelity Advisor Technology I Equity Funds (FATIX)	0.2	$718k	NEW	5.3k	135.92	View chart
Ishares Tr Uit Exchange Traded (ESGU)	0.2	$708k	-14%	5.5k	128.82	View chart
Bluerock Total Income Real Estate C Load Equity Fund (TIPPX)	0.1	$656k	+2254%	27k	24.04	View chart
Invesco Steelpath Mlp Income Y Ntf Equity Funds (MLPZX)	0.1	$602k	NEW	94k	6.43	View chart
Bluerock High Income Institutional Cdt I Bond Funds (IIMWX)	0.1	$573k	NEW	24k	23.74	View chart
Vanguard Index Fds Uit Exchange Traded (VTV)	0.1	$559k		3.3k	169.31	View chart
Vanguard Index Fds Uit Exchange Traded (VUG)	0.1	$542k		1.3k	410.44	View chart
Fidelity Advisor Growth Opps I Equity Funds (FAGCX)	0.1	$529k	NEW	2.7k	197.91	View chart
Chevron Corp Common Stock (CVX)	0.1	$523k	+1976%	3.6k	144.84	View chart
Bnp Paribas Sa 0 27f Due 10/06/27 Foreign Bonds (us $)	0.1	$487k		450k	1.08	View chart
Ishares Tr Uit Exchange Traded (ITOT)	0.1	$462k	NEW	3.6k	128.64	View chart
Lockheed Martin Corp Common Stock (LMT)	0.1	$442k	-10%	909.00	485.94	View chart
Stone Ridge Tr Ii Rns Rsk Pr Int Equity Funds (SRRIX)	0.1	$438k	+1181%	8.5k	51.72	View chart
Fs Specialty Lending Fund Closed End Mutl Fund	0.1	$436k	+302%	128k	3.41	View chart
Vanguard Windsor Ii Inv Equity Funds (VWNFX)	0.1	$421k	NEW	9.5k	44.29	View chart
Ishares Tr Uit Exchange Traded (IQLT)	0.1	$412k		11k	37.12	View chart
Fidelity Advisor Technology A Ntf Equity Funds (FADTX)	0.1	$393k	NEW	3.3k	119.29	View chart
Sila Realty Trust Real Estate Investme (SILA)	0.1	$392k	+1378%	16k	24.32	View chart
Ishares Tr Uit Exchange Traded (IYW)	0.1	$387k	-11%	2.4k	159.52	View chart
Spdr Gold Tr Uit Exchange Traded (GLD)	0.1	$380k	-3%	1.6k	242.13	View chart
Center Coast Brookfield Midstream Foc A Ntf Equity Funds (CCCAX)	0.1	$359k	NEW	56k	6.38	View chart
Orchid Is Cap Common Stock (ORC)	0.1	$350k	NEW	45k	7.78	View chart
Prosperity Bancshares Common Stock (PB)	0.1	$344k	+13721%	4.6k	75.35	View chart
Listed Fd Tr Uit Exchange Traded (DIVZ)	0.1	$333k	-2%	10k	32.01	View chart
Barclays Bank Plc 0 25f Due 08/05/25 Foreign Bonds (us $)	0.1	$332k		339k	0.98	View chart
Fidelity Advisor Health Care I Equity Funds (FHCIX)	0.1	$331k	NEW	5.3k	62.80	View chart
Fs Credit Opportunities Corp Closed End Mutl Fund (FSCO)	0.1	$331k	NEW	49k	6.82	View chart
Lowes Cos Common Stock (LOW)	0.1	$321k	+29%	1.3k	246.80	View chart
Guggenheim Defined P Unit 2098 Dividend Growth Port Ser 19 Monthly Re Uit Stock	0.1	$317k	NEW	27k	11.85	View chart
Xcel Energy Common Stock (XEL)	0.1	$314k	NEW	4.7k	67.52	View chart
Intel Corp Common Stock (INTC)	0.1	$313k		16k	20.05	View chart
Fidelity Advisor Growth Opps A Ntf Equity Funds (FAGAX)	0.1	$312k	NEW	1.8k	177.96	View chart
Invesco Qqq Tr Uit Exchange Traded (QQQ)	0.1	$305k	NEW	596.00	511.23	View chart
Columbia Balanced Inst2 Ntf Equity Funds (CLREX)	0.1	$298k	NEW	5.8k	51.28	View chart
Vanguard Dividend Appreciation Index Adm Equity Funds (VDADX)	0.1	$298k		5.6k	53.14	View chart
Ishares Tr Uit Exchange Traded (IEFA)	0.1	$296k	-4%	4.2k	70.27	View chart
Morgan Stanley Fin 0 27 Due 05/04/27 Corporate Bonds	0.1	$285k		300k	0.95	View chart
Federated Hermes Kaufmann Is Equity Funds (KAUIX)	0.1	$277k	NEW	47k	5.86	View chart
Ishares Tr Uit Exchange Traded (IWM)	0.1	$265k	+7%	1.2k	220.96	View chart
Bnp Paribas Sa 0 28f Due 02/07/28 Foreign Bonds (us $)	0.1	$254k		234k	1.08	View chart
Pacer Fds Tr Uit Exchange Traded (COWZ)	0.1	$250k		4.4k	56.48	View chart
J P Morgan Exchange Traded F Uit Exchange Traded (JEPI)	0.1	$247k	+60%	4.3k	57.54	View chart
RBB Uit Exchange Traded (TMFG)	0.1	$242k		8.5k	28.33	View chart
Ishares Tr Uit Exchange Traded (HYXF)	0.1	$242k		5.2k	46.20	View chart
Bitwise Bitcoin Etf Tr Uit Exchange Traded (BITB)	0.1	$237k	-20%	4.7k	50.85	View chart
Ishares Uit Exchange Traded (IEMG)	0.1	$233k	-4%	4.5k	52.22	View chart
At&t Common Stock (T)	0.1	$232k	+2146%	10k	22.77	View chart
Apollo Diversified Re Fd Cl C Load Equity Fund (GCREX)	0.0	$224k	+1082%	9.6k	23.46	View chart
Fidelity Advisor Health Care A Ntf Equity Funds (FACDX)	0.0	$220k	NEW	3.9k	55.61	View chart
Ishares Tr Uit Exchange Traded (IWB)	0.0	$219k		681.00	322.04	View chart
Rithm Capital Corp Real Estate Investme (RITM)	0.0	$217k	NEW	20k	10.83	View chart
Vanguard Wellesley Income Admiral Equity Funds (VWIAX)	0.0	$212k	+57%	3.5k	59.98	View chart
Invesco Steelpath Mlp Alpha Y Ntf Equity Funds (MLPOX)	0.0	$208k	NEW	23k	9.13	View chart
Morgan Stanley Fin 0 28 Due 01/03/28 Corporate Bonds	0.0	$207k		200k	1.04	View chart
Dbx Etf Tr Uit Exchange Traded (SHYL)	0.0	$206k	NEW	4.6k	44.76	View chart
Bnp Paribas Sa 0 27f Due 09/07/27 Foreign Bonds (us $)	0.0	$206k		200k	1.03	View chart
New York Life Investments Et Uit Exchange Traded (IQSU)	0.0	$205k		4.2k	48.41	View chart
Bnp Paribas Sa 0 25f Due 04/07/25 Foreign Bonds (us $)	0.0	$202k		200k	1.01	View chart
Draftkings Common Stock (DKNG)	0.0	$197k	NEW	5.3k	37.20	View chart
Fidelity 500 Index Equity Funds (FXAIX)	0.0	$195k		953.00	204.13	View chart
Vanguard Large Cap Index Admiral Equity Funds (VLCAX)	0.0	$192k		1.4k	136.14	View chart
Ishares Tr Uit Exchange Traded (IUSB)	0.0	$178k	-2%	3.9k	45.20	View chart
Vanguard 500 Index Admiral Equity Funds (VFIAX)	0.0	$174k	+18%	320.00	543.24	View chart
Dbx Etf Tr Uit Exchange Traded (USSG)	0.0	$172k		3.2k	53.98	View chart
Ishares Tr Uit Exchange Traded (USXF)	0.0	$171k	-6%	3.4k	49.72	View chart
Federated Hermes Kaufmann A Ntf Equity Funds (KAUAX)	0.0	$168k	NEW	31k	5.52	View chart
Clearbridge Select I Ntf Equity Funds (LBFIX)	0.0	$167k	NEW	3.0k	56.08	View chart
Ishares Tr Uit Exchange Traded (IWV)	0.0	$166k		497.00	334.25	View chart
Energy Transfer Limited Partnershp (ET)	0.0	$165k	NEW	8.4k	19.59	View chart
Fidelity Fund Equity Funds (FFIDX)	0.0	$164k		1.7k	94.69	View chart
Dbx Etf Tr Uit Exchange Traded (SNPE)	0.0	$163k		3.1k	53.27	View chart
American Funds American Balanced A Load Equity Fund (ABALX)	0.0	$162k	NEW	4.7k	34.34	View chart
Ishares Tr Uit Exchange Traded (IJH)	0.0	$156k	+16%	2.5k	62.31	View chart
Morgan Stanley B 5.25 29cd Fdic Ins Due 05/22/29us Certificate Deposit	0.0	$155k	NEW	154k	1.00	View chart
Fidelity Advisor Energy A Ntf Equity Funds (FANAX)	0.0	$153k	NEW	3.5k	43.90	View chart
Solventum Corp Common Stock (SOLV)	0.0	$150k	-6%	2.3k	66.06	View chart
Ishares Tr Uit Exchange Traded (SUSC)	0.0	$150k	-3%	6.6k	22.72	View chart
Ishares Tr Uit Exchange Traded (IWF)	0.0	$149k	-17%	371.00	401.58	View chart
Spdr Ser Tr Uit Exchange Traded (SPLG)	0.0	$147k	-7%	2.1k	68.94	View chart
BP American Depository (BP)	0.0	$146k	NEW	4.9k	29.56	View chart
Vanguard Index Fds Uit Exchange Traded (VOO)	0.0	$146k		270.00	539.43	View chart
Star Bulk Carriers Corp. Foreign Ordinaries (SBLK)	0.0	$145k	NEW	9.7k	14.95	View chart
Jensen Quality Growth I Equity Funds (JENIX)	0.0	$143k	NEW	2.5k	58.12	View chart
National Healthcare Properties Real Estate Investme	0.0	$140k	NEW	2.7k	52.01	View chart
Janus Henderson Balanced I Ntf Equity Funds (JBALX)	0.0	$138k	NEW	3.0k	45.76	View chart
Visa Common Stock (V)	0.0	$137k	-4%	434.00	316.04	View chart
Ge Aerospace Common Stock (GE)	0.0	$137k	+9%	821.00	166.79	View chart
Gilead Sciences Common Stock (GILD)	0.0	$137k	+14680%	1.5k	92.37	View chart
Citigroup Inc. Var 34 Due 01/29/34 Corporate Bonds	0.0	$135k	NEW	208k	0.65	View chart
Costco Whsl Corp Common Stock (COST)	0.0	$132k	+5%	144.00	916.27	View chart
Invesco Capital Market Unit Ser 24 Monthly Cash Uit Corp	0.0	$131k	NEW	251.00	522.68	View chart
Vanguard World Uit Exchange Traded (MGK)	0.0	$128k	-11%	374.00	343.41	View chart
Franklin Bsp Rlty Tr Common Stock (FBRT)	0.0	$126k	NEW	10k	12.54	View chart
Cim Real Estate Finance Trust Real Estate Investme	0.0	$125k	NEW	21k	6.09	View chart
J P Morgan Exchange Traded F Uit Exchange Traded (JEPQ)	0.0	$124k	NEW	2.2k	56.38	View chart
Vanguard World Uit Exchange Traded (VSGX)	0.0	$123k		2.2k	56.70	View chart
Invesco Rochester Municipal Opps A Ntf Bond Funds (ORNAX)	0.0	$123k	NEW	18k	6.83	View chart
Ishares Tr Uit Exchange Traded (SUSB)	0.0	$121k		4.9k	24.70	View chart
Schwab Total Stock Market Index Schwab Mutl Funds (SWTSX)	0.0	$121k	NEW	1.2k	99.12	View chart
Brightspire Capital Common Stock (BRSP)	0.0	$120k	+766%	21k	5.64	View chart
American Funds Income Fund Of Amer A Load Equity Fund (AMECX)	0.0	$118k	+2%	4.9k	24.42	View chart
Spdr S&p 500 Etf Tr Uit Exchange Traded (SPY)	0.0	$117k	+11%	199.00	586.08	View chart
Csx Corp Common Stock (CSX)	0.0	$116k	NEW	3.6k	32.27	View chart
Cim Real Assets & Credit A Load Equity Fund (ARACX)	0.0	$115k	NEW	5.2k	22.37	View chart
Vanguard Small Cap Index Admiral Shares Equity Funds (VSMAX)	0.0	$113k		977.00	115.13	View chart
Mairs & Power Balanced Inv Equity Funds (MAPOX)	0.0	$112k		1.0k	109.19	View chart
Bnp Paribas Sa 0 27f Due 11/04/27 Foreign Bonds (us $)	0.0	$111k		100k	1.11	View chart
Blackrock Health Sciences Opps Inv A Ntf Equity Funds (SHSAX)	0.0	$110k	NEW	1.8k	62.44	View chart
Vanguard Value Index Adm Equity Funds (VVIAX)	0.0	$110k		1.7k	66.03	View chart
Palantir Technologies Common Stock (PLTR)	0.0	$109k	NEW	1.4k	75.63	View chart
Ishares Tr Uit Exchange Traded (EFG)	0.0	$109k	+4%	1.1k	96.83	View chart
Vanguard World Uit Exchange Traded (MGV)	0.0	$105k		843.00	124.91	View chart
Morgan Stanley Fin 0 27 Due 12/03/27 Corporate Bonds	0.0	$105k		100k	1.05	View chart
Vanguard Index Fds Uit Exchange Traded (VTI)	0.0	$104k		359.00	289.91	View chart
Citigroup Global Ma 0 27 Due 09/03/27 Corporate Bonds	0.0	$102k		100k	1.02	View chart
Vanguard Small Cap Value Index Admiral Equity Funds (VSIAX)	0.0	$102k		1.2k	85.19	View chart
Te Connectivity Foreign Ordinaries (TEL)	0.0	$102k		713.00	142.97	View chart
Credit Suisse Grou0 25f Due 05/02/25 Foreign Bonds (us $)	0.0	$100k		100k	1.00	View chart
Comcast Corp Common Stock (CMCSA)	0.0	$99k	+455%	2.6k	37.53	View chart
Agnc Invt Corp Real Estate Investme (AGNC)	0.0	$99k	NEW	11k	9.21	View chart
American Funds 2050 Trgt Date Retire A Load Equity Fund (AALTX)	0.0	$99k	NEW	4.8k	20.75	View chart
Capital One, Ntnl 3.2 27cd Fdic Ins Due 06/15/27us Certificate Deposit	0.0	$98k		100k	0.98	View chart
Vanguard Scottsdale Fds Uit Exchange Traded (VGLT)	0.0	$98k		1.8k	55.35	View chart
Invesco Senior Floating Rate Y Ntf Bond Funds (OOSYX)	0.0	$96k	NEW	15k	6.60	View chart
Lightstone Value Plus Reit V Real Estate Investme	0.0	$95k	+21292%	6.0k	15.87	View chart
Dominion Energy Common Stock (D)	0.0	$95k		1.8k	53.86	View chart
Ishares Tr Uit Exchange Traded (MTUM)	0.0	$94k	-2%	454.00	206.92	View chart
Morgan Stanley Fin 0 27 Due 04/05/27 Corporate Bonds	0.0	$92k		100k	0.92	View chart
Pimco Etf Tr Uit Exchange Traded (LDUR)	0.0	$92k		965.00	94.99	View chart
Pepsico Common Stock (PEP)	0.0	$91k	NEW	600.00	152.06	View chart
Vanguard World Uit Exchange Traded (VCEB)	0.0	$90k		1.5k	61.99	View chart
J P Morgan Exchange Traded F Uit Exchange Traded (JPEM)	0.0	$89k		1.7k	51.88	View chart
Nushares Etf Tr Uit Exchange Traded (NUBD)	0.0	$89k		4.1k	21.78	View chart
International Business Machs Common Stock (IBM)	0.0	$88k	NEW	400.00	219.83	View chart
Conocophillips Common Stock (COP)	0.0	$88k	+11%	883.00	99.17	View chart
Fidelity Advisor Real Estate Income A Ntf Equity Funds (FRINX)	0.0	$88k	NEW	7.4k	11.83	View chart
Verizon Communications Common Stock (VZ)	0.0	$87k	+12033%	2.2k	39.99	View chart
Ishares Tr Uit Exchange Traded (TIP)	0.0	$87k	+75%	817.00	106.48	View chart
First Tr Exchange-traded Uit Exchange Traded (FTCS)	0.0	$87k	NEW	985.00	87.82	View chart
Blackrock Mid-cap Growth Equity Instl Ntf Equity Funds (CMGIX)	0.0	$86k	NEW	2.0k	43.30	View chart
Elastic N V Foreign Ordinaries (ESTC)	0.0	$86k	NEW	869.00	99.08	View chart
Ishares Tr Uit Exchange Traded (EFV)	0.0	$85k	-4%	1.6k	52.47	View chart
American Funds Growth Fund Of Amer C Load Equity Fund (GFACX)	0.0	$85k	+9%	1.3k	63.74	View chart
American Funds Growth Fund Of Amer F2 Ntf Equity Funds (GFFFX)	0.0	$84k	NEW	1.1k	74.19	View chart
Delta Air Lines Inc Del Common Stock (DAL)	0.0	$81k	NEW	1.3k	60.50	View chart
Spdr Index Shs Fds Uit Exchange Traded (SPDW)	0.0	$81k		2.4k	34.13	View chart
American Centy Etf Tr Uit Exchange Traded (QGRO)	0.0	$81k	NEW	811.00	99.70	View chart
Home Depot Common Stock (HD)	0.0	$81k		207.00	388.99	View chart
Invesco Exchange Traded Fd T Uit Exchange Traded (PRF)	0.0	$79k		2.0k	40.34	View chart
Pimco Income Instl Bond Funds (PIMIX)	0.0	$78k		7.4k	10.52	View chart
American Funds Fundamental Invs A Load Equity Fund (ANCFX)	0.0	$78k	+7%	960.00	80.69	View chart
Franklin Rising Dividends A Ntf Equity Funds (FRDPX)	0.0	$76k	+9%	852.00	89.07	View chart
Stanley Black & Decker Common Stock (SWK)	0.0	$76k	+19%	944.00	80.29	View chart
Invesco Actvely Mngd Etc Uit Exchange Traded (PDBC)	0.0	$75k	-3%	5.8k	12.99	View chart
Wp Carey Real Estate Investme (WPC)	0.0	$74k		1.4k	54.48	View chart
North Square Tactical Growth I Equity Funds (ETFOX)	0.0	$74k	NEW	4.6k	15.97	View chart
Invesco Exchange Traded Fd T Uit Exchange Traded (SPGP)	0.0	$74k		703.00	104.88	View chart
Invesco Capital Market High Yield Corp Corp Debt Unit Ser 23 Monthly Ca Uit Corp	0.0	$73k	NEW	225.00	323.25	View chart
Neuberger Berman Strategic Income I Ntf Bond Funds (NSTLX)	0.0	$72k	NEW	7.3k	9.88	View chart
Vanguard Malvern Fds Uit Exchange Traded (VTIP)	0.0	$70k	+329%	1.5k	48.42	View chart
Vanguard Index Fds Uit Exchange Traded (VOT)	0.0	$70k		277.00	253.75	View chart
Jpmorgan Chase Finl 0 25 Due 11/14/25 Corporate Bonds	0.0	$70k	NEW	57k	1.23	View chart
Ishares Tr Uit Exchange Traded (IWD)	0.0	$70k	-10%	378.00	185.17	View chart
Nushares Etf Tr Uit Exchange Traded (NUHY)	0.0	$70k	+6%	3.3k	21.13	View chart
Tortoise Energy Infrastructure And Inc A Ntf Equity Funds (INFRX)	0.0	$68k	NEW	7.3k	9.29	View chart
Apogee Enterprises Common Stock (APOG)	0.0	$68k	NEW	945.00	71.41	View chart

Past Filings by Financial Gravity Companies

SEC 13F filings are viewable for Financial Gravity Companies going back to 2017

Financial Gravity Companies 2024 Q4 filed Feb. 14, 2025
Financial Gravity Companies 2024 Q3 filed Nov. 14, 2024
Financial Gravity Companies 2018 Q4 filed Feb. 4, 2019
Financial Gravity Companies 2018 Q1 filed May 4, 2018
Financial Gravity Companies 2017 Q4 filed Feb. 13, 2018

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