Financial Gravity Companies

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

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Positions held by Financial Gravity Companies consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Financial Gravity Companies

Financial Gravity Companies holds 702 positions in its portfolio as reported in the September 2024 quarterly 13F filing

Financial Gravity Companies has 702 total positions. Only the first 250 positions are shown.

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Arm Holdings American Depository 36.8 $203M +2249442% 1.4M 143.01
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Ishares Tr Uit Exchange Traded (IAGG) 4.4 $24M +34648% 465k 51.82
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Dbx Etf Tr Uit Exchange Traded (HYLB) 3.8 $21M NEW 561k 36.92
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Ishares Tr Uit Exchange Traded (SHYG) 3.2 $17M +1434050% 402k 43.42
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Ishares Tr Uit Exchange Traded (STIP) 2.6 $14M +10175% 142k 101.32
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Dbx Etf Tr Uit Exchange Traded (HYDW) 2.6 $14M NEW 299k 47.34
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Wisdomtree Tr Uit Exchange Traded (EPS) 2.5 $14M NEW 232k 60.04
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Spdr Ser Tr Uit Exchange Traded (SPIB) 2.5 $14M NEW 413k 33.71
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Spdr Ser Tr Uit Exchange Traded (SPSM) 2.4 $14M NEW 296k 45.51
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Spdr Ser Tr Uit Exchange Traded (SPMD) 2.3 $12M NEW 227k 54.68
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Vanguard Whitehall Fds Uit Exchange Traded (VWOB) 2.0 $11M NEW 167k 66.37
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Spdr Ser Tr Uit Exchange Traded (SPYG) 2.0 $11M +37344% 133k 82.94
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Spdr Ser Tr Uit Exchange Traded (SPYD) 1.9 $10M NEW 225k 45.65
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Spdr Index Shs Fds Uit Exchange Traded (SPEM) 1.8 $9.8M NEW 238k 41.28
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Spdr Ser Tr Uit Exchange Traded (SPBO) 1.7 $9.5M NEW 316k 30.03
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Spdr Ser Tr Uit Exchange Traded (SPYV) 1.3 $7.4M +26785% 141k 52.86
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Ishares Tr Uit Exchange Traded (ICVT) 1.1 $6.2M +20209% 74k 83.67
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Ishares Tr Uit Exchange Traded (IEUR) 1.0 $5.5M +20786% 90k 60.93
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Tesla Common Stock (TSLA) 1.0 $5.4M +19959% 21k 261.63
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Microsoft Corp Common Stock (MSFT) 0.9 $5.0M +388% 12k 430.30
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Sherwin Williams Common Stock (SHW) 0.9 $4.9M +200% 13k 381.67
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Novartis American Depository (NVS) 0.8 $4.2M +38429% 37k 115.02
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Ishares Tr Uit Exchange Traded (IVV) 0.7 $3.7M +2045% 6.5k 576.82
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Vanguard Bd Index Fds Uit Exchange Traded (BSV) 0.7 $3.7M +135197% 47k 78.69
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Vanguard Scottsdale Fds Uit Exchange Traded (VMBS) 0.7 $3.7M +350% 78k 47.21
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Vanguard Scottsdale Fds Uit Exchange Traded (VGSH) 0.7 $3.6M NEW 62k 59.02
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Ishares Tr Uit Exchange Traded (ICSH) 0.7 $3.6M NEW 72k 50.74
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Ishares Tr Uit Exchange Traded (TFLO) 0.7 $3.6M NEW 72k 50.60
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Upwork Common Stock (UPWK) 0.6 $3.5M NEW 331k 10.45
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Meta Platforms Common Stock (META) 0.5 $3.0M +435% 5.3k 572.44
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Ishares Tr Uit Exchange Traded (IPAC) 0.5 $2.9M NEW 44k 66.59
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Netflix Common Stock (NFLX) 0.5 $2.6M +696% 3.6k 709.27
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Walmart Common Stock (WMT) 0.4 $2.4M +4035% 30k 80.75
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Novo-nordisk A S American Depository (NVO) 0.4 $2.4M +18327% 20k 119.07
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Taiwan Semiconductor Mfg American Depository (TSM) 0.4 $2.3M +429% 13k 173.67
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Chipotle Mexican Grill Common Stock (CMG) 0.4 $2.3M +116608% 40k 57.62
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Spdr Ser Tr Uit Exchange Traded (SPTM) 0.4 $2.2M NEW 32k 70.06
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Alphabet Common Stock (GOOG) 0.4 $2.2M +62642% 13k 167.19
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Marriott Intl Common Stock (MAR) 0.4 $2.2M +9911% 8.8k 248.60
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Scotts Miracle-gro Common Stock (SMG) 0.4 $2.1M NEW 25k 86.70
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3M Common Stock (MMM) 0.4 $2.1M +4254% 16k 136.70
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Unilever American Depository (UL) 0.4 $2.1M +19317% 32k 64.96
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Triumph Finl Common Stock 0.4 $2.1M NEW 26k 79.54
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Salesforce Common Stock (CRM) 0.4 $2.1M +75330% 7.5k 273.71
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Colgate Palmolive Common Stock (CL) 0.4 $2.0M +20379% 20k 103.81
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Coca Cola Common Stock (KO) 0.4 $2.0M +2939% 28k 71.86
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Stryker Corporation Common Stock (SYK) 0.4 $2.0M +4069% 5.6k 361.26
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Starbucks Corp Common Stock (SBUX) 0.4 $2.0M +2108% 20k 97.49
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Intuit Common Stock (INTU) 0.4 $2.0M +478% 3.2k 621.00
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Procter And Gamble Common Stock (PG) 0.3 $1.9M +992% 11k 173.20
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Asml Holding N V American Depository (ASML) 0.3 $1.8M +595% 2.2k 833.25
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Johnson & Johnson Common Stock (JNJ) 0.3 $1.8M +1697% 11k 162.06
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Diageo American Depository (DEO) 0.3 $1.8M +3943% 13k 140.34
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Nike Common Stock (NKE) 0.3 $1.7M +812% 20k 88.40
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Disney Walt Common Stock (DIS) 0.3 $1.6M +472% 17k 96.19
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Moderna Common Stock (MRNA) 0.2 $1.4M NEW 21k 66.83
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Spdr Ser Tr Uit Exchange Traded (BIL) 0.2 $1.4M -46% 15k 91.81
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Vanguard Total Stock Mkt Idx Adm Equity Funds (VTSAX) 0.2 $1.1M NEW 7.7k 137.86
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Schwab Value Advantage Money Investor Shares Schwab Non-sweep Mmf (SWVXX) 0.2 $947k NEW 947k 1.00
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Bnp Paribas Sa 0 27f Due 08/04/27 Foreign Bonds (us $) 0.2 $875k NEW 775k 1.13
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Ishares Tr Uit Exchange Traded (QUAL) 0.2 $854k +3428% 4.8k 179.30
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Ishares Tr Uit Exchange Traded (ESGU) 0.1 $811k NEW 6.4k 126.18
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Credit Suisse Ag L0 25f Due 08/01/25 Foreign Bonds (us $) 0.1 $781k NEW 750k 1.04
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Lockheed Martin Corp Common Stock (LMT) 0.1 $594k -10% 1.0k 584.56
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Vanguard Index Fds Uit Exchange Traded (VTV) 0.1 $578k +2009% 3.3k 174.55
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Bnp Paribas Sa 0 27f Due 10/06/27 Foreign Bonds (us $) 0.1 $539k NEW 450k 1.20
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Bnp Paribas Sa 0 24f Due 10/07/24 Foreign Bonds (us $) 0.1 $523k NEW 450k 1.16
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Vanguard Index Fds Uit Exchange Traded (VUG) 0.1 $508k +116% 1.3k 383.93
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Ishares Tr Uit Exchange Traded (IQLT) 0.1 $468k NEW 11k 41.49
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Ishares Tr Uit Exchange Traded (IYW) 0.1 $416k -18% 2.7k 151.62
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Spdr Gold Tr Uit Exchange Traded (GLD) 0.1 $397k NEW 1.6k 243.06
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Intel Corp Common Stock (INTC) 0.1 $367k +121% 16k 23.46
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Listed Fd Tr Uit Exchange Traded (DIVZ) 0.1 $352k NEW 11k 32.96
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Barclays Bank Plc 0 25f Due 08/05/25 Foreign Bonds (us $) 0.1 $344k NEW 339k 1.01
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Ishares Tr Uit Exchange Traded (IEFA) 0.1 $343k +146466% 4.4k 78.05
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Vanguard Dividend Appreciation Index Adm Equity Funds (VDADX) 0.1 $301k NEW 5.6k 53.77
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Morgan Stanley Fin 0 27 Due 05/04/27 Corporate Bonds 0.1 $299k NEW 300k 1.00
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Bnp Paribas Sa 0 28f Due 02/07/28 Foreign Bonds (us $) 0.1 $284k NEW 234k 1.22
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Lowes Cos Common Stock (LOW) 0.0 $272k +16650% 1.0k 270.85
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RBB Uit Exchange Traded (TMFG) 0.0 $271k NEW 8.5k 31.71
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Ishares Uit Exchange Traded (IEMG) 0.0 $268k +8248% 4.7k 57.41
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Pacer Fds Tr Uit Exchange Traded (COWZ) 0.0 $256k NEW 4.4k 57.83
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Ishares Tr Uit Exchange Traded (IWM) 0.0 $246k +302% 1.1k 220.89
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Ishares Tr Uit Exchange Traded (HYXF) 0.0 $246k NEW 5.2k 47.34
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Nvidia Corporation Common Stock (NVDA) 0.0 $232k +380% 1.9k 121.44
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Bnp Paribas Sa 0 27f Due 09/07/27 Foreign Bonds (us $) 0.0 $226k NEW 200k 1.13
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Morgan Stanley Fin 0 28 Due 01/03/28 Corporate Bonds 0.0 $225k NEW 200k 1.12
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Ishares Tr Uit Exchange Traded (IWB) 0.0 $214k NEW 681.00 314.27
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Bnp Paribas Sa 0 25f Due 04/07/25 Foreign Bonds (us $) 0.0 $209k NEW 200k 1.05
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Bitwise Bitcoin Etf Tr Uit Exchange Traded (BITB) 0.0 $203k NEW 5.9k 34.59
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New York Life Investments Et Uit Exchange Traded (IQSU) 0.0 $202k NEW 4.2k 47.87
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Invesco Steelpath Mlp Income A Ntf Equity Funds (MLPDX) 0.0 $199k NEW 35k 5.73
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Cion Invt Corp Common Stock (CION) 0.0 $193k NEW 16k 11.90
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Fidelity 500 Index Equity Funds (FXAIX) 0.0 $190k NEW 946.00 200.80
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Ishares Tr Uit Exchange Traded (IUSB) 0.0 $190k NEW 4.0k 47.12
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Vanguard Large Cap Index Admiral Equity Funds (VLCAX) 0.0 $187k NEW 1.4k 132.98
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Ishares Tr Uit Exchange Traded (USXF) 0.0 $180k NEW 3.7k 49.08
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Bluerock Total Income Real Estate A Ntf Equity Funds (TIPRX) 0.0 $177k NEW 6.6k 26.92
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Solventum Corp Common Stock (SOLV) 0.0 $170k NEW 2.4k 69.72
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Dbx Etf Tr Uit Exchange Traded (USSG) 0.0 $170k NEW 3.2k 53.27
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Ishares Tr Uit Exchange Traded (IWF) 0.0 $169k +1860% 451.00 375.38
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Ishares Tr Uit Exchange Traded (IWV) 0.0 $162k NEW 497.00 326.73
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Ishares Tr Uit Exchange Traded (SUSC) 0.0 $162k NEW 6.8k 23.79
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Fidelity Fund Equity Funds (FFIDX) 0.0 $161k NEW 1.7k 93.26
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Dbx Etf Tr Uit Exchange Traded (SNPE) 0.0 $161k NEW 3.1k 52.58
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J P Morgan Exchange Traded F Uit Exchange Traded (JEPI) 0.0 $158k NEW 2.7k 59.51
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Spdr Ser Tr Uit Exchange Traded (SPLG) 0.0 $156k NEW 2.3k 67.51
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Vanguard 500 Index Admiral Equity Funds (VFIAX) 0.0 $144k NEW 270.00 531.59
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Vanguard Wellesley Income Admiral Equity Funds (VWIAX) 0.0 $144k NEW 2.2k 63.94
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Vanguard Index Fds Uit Exchange Traded (VOO) 0.0 $142k -39% 269.00 528.34
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Ge Aerospace Common Stock (GE) 0.0 $141k NEW 748.00 188.58
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Healthcare Trust Real Estate Investme 0.0 $140k NEW 11k 13.00
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Vanguard World Uit Exchange Traded (MGK) 0.0 $136k NEW 421.00 321.95
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Ishares Tr Uit Exchange Traded (IJH) 0.0 $134k +429% 2.2k 62.32
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Vanguard World Uit Exchange Traded (VSGX) 0.0 $133k NEW 2.2k 61.51
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Visa Common Stock (V) 0.0 $125k +10% 454.00 274.95
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Bnp Paribas Sa 0 27f Due 11/04/27 Foreign Bonds (us $) 0.0 $124k NEW 100k 1.24
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American Funds Income Fund Of Amer A Load Equity Fund (AMECX) 0.0 $123k NEW 4.7k 25.96
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Costco Whsl Corp Common Stock (COST) 0.0 $122k +2640% 137.00 886.52
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Ishares Tr Uit Exchange Traded (SUSB) 0.0 $121k NEW 4.8k 25.16
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Ishares Tr Uit Exchange Traded (EFG) 0.0 $115k +47% 1.1k 107.65
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Morgan Stanley Fin 0 27 Due 12/03/27 Corporate Bonds 0.0 $115k NEW 100k 1.14
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Mairs & Power Balanced Inv Equity Funds (MAPOX) 0.0 $114k NEW 1.0k 111.15
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Vanguard Value Index Adm Equity Funds (VVIAX) 0.0 $113k NEW 1.7k 68.14
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Vanguard Small Cap Index Adm Equity Funds (VSMAX) 0.0 $112k NEW 982.00 113.72
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Citigroup Global Ma 0 27 Due 09/03/27 Corporate Bonds 0.0 $111k NEW 100k 1.11
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Fs Specialty Lending Fund Closed End Mutl Fund 0.0 $110k NEW 32k 3.47
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Vanguard Scottsdale Fds Uit Exchange Traded (VGLT) 0.0 $109k NEW 1.8k 61.54
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Vanguard World Uit Exchange Traded (MGV) 0.0 $108k NEW 843.00 128.28
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Te Connectivity Foreign Ordinaries 0.0 $108k NEW 713.00 150.99
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Vanguard Small Cap Value Index Admiral Equity Funds (VSIAX) 0.0 $103k NEW 1.2k 86.28
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Spdr S&p 500 Etf Tr Uit Exchange Traded (SPY) 0.0 $103k +214% 179.00 573.76
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Credit Suisse Grou0 25f Due 05/02/25 Foreign Bonds (us $) 0.0 $102k NEW 100k 1.02
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Dominion Energy Common Stock (D) 0.0 $102k +1573% 1.8k 57.79
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Vanguard Index Fds Uit Exchange Traded (VTI) 0.0 $101k -92% 357.00 283.15
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Capital One, Ntnl 3.2 27cd Fdic Ins Due 06/15/27us Certificate Deposit 0.0 $99k NEW 100k 0.99
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J P Morgan Exchange Traded F Uit Exchange Traded (JPEM) 0.0 $98k NEW 1.7k 56.63
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Ishares Tr Uit Exchange Traded (EFV) 0.0 $98k +370% 1.7k 57.53
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Exxon Mobil Corp Common Stock (XOM) 0.0 $97k -47% 825.00 117.22
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Ishares Tr Uit Exchange Traded (MTUM) 0.0 $95k NEW 467.00 202.76
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Morgan Stanley Fin 0 27 Due 04/05/27 Corporate Bonds 0.0 $94k NEW 100k 0.94
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Vanguard World Uit Exchange Traded (VCEB) 0.0 $93k NEW 1.4k 64.88
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Pimco Etf Tr Uit Exchange Traded (LDUR) 0.0 $93k NEW 965.00 95.96
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Nushares Etf Tr Uit Exchange Traded (NUBD) 0.0 $92k NEW 4.1k 22.70
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Spdr Index Shs Fds Uit Exchange Traded (SPDW) 0.0 $90k NEW 2.4k 37.56
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First Trust Capital Strength Etf Iv Uit Exchange Traded 0.0 $89k NEW 985.00 90.80
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Stanley Black & Decker Common Stock (SWK) 0.0 $87k NEW 792.00 110.13
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Wp Carey Real Estate Investme (WPC) 0.0 $85k +2057% 1.4k 62.30
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Home Depot Common Stock (HD) 0.0 $84k +187% 207.00 405.20
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Conocophillips Common Stock (COP) 0.0 $84k -78% 794.00 105.28
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American Funds Growth Fund Of Amer C Load Equity Fund 0.0 $82k NEW 1.2k 67.24
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Invesco Actvely Mngd Etc Uit Exchange Traded (PDBC) 0.0 $81k NEW 6.0k 13.43
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Ishares Tr Uit Exchange Traded (IWD) 0.0 $80k NEW 422.00 189.80
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Invesco Exchange Traded Fd T Uit Exchange Traded (PRF) 0.0 $80k NEW 2.0k 40.63
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Franklin Rising Dividends A Ntf Equity Funds (FRDPX) 0.0 $78k NEW 778.00 100.06
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American Funds Fundamental Invs A Load Equity Fund (ANCFX) 0.0 $76k NEW 892.00 85.44
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Invesco Exchange Traded Fd T Uit Exchange Traded (SPGP) 0.0 $74k NEW 711.00 104.67
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Kbs Real Estate Investment Trust Iii Real Estate Investme 0.0 $73k NEW 13k 5.60
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Independence Rlty Tr Real Estate Investme (IRT) 0.0 $70k +5246% 3.4k 20.50
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Ishares Tr Uit Exchange Traded (ESGD) 0.0 $69k NEW 821.00 84.17
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Mfs Municipal High Income A Bond Funds (MMHYX) 0.0 $69k NEW 9.0k 7.68
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Nushares Etf Tr Uit Exchange Traded (NUHY) 0.0 $67k NEW 3.1k 21.70
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Vanguard Index Fds Uit Exchange Traded (VOT) 0.0 $67k +93% 277.00 243.47
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Ishares Tr Uit Exchange Traded (USMV) 0.0 $67k NEW 738.00 91.31
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Barings Bdc Common Stock (BBDC) 0.0 $67k NEW 6.8k 9.80
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Vanguard Intl Equity Index F Uit Exchange Traded (VSS) 0.0 $62k NEW 492.00 125.96
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Ishares Tr Uit Exchange Traded (MBB) 0.0 $61k +23% 641.00 95.81
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Ab Large Cap Growth Advisor Equity Funds (APGYX) 0.0 $61k NEW 544.00 111.94
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Invesco Exch Traded Fd Tr Ii Uit Exchange Traded (QQQM) 0.0 $60k NEW 300.00 200.85
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Nestle S A Fsponsored Adr 1 Adr Reps 1 Ord American Depository (NSRGY) 0.0 $59k NEW 586.00 100.67
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Vanguard Index Fds Uit Exchange Traded (VBR) 0.0 $58k +57% 290.00 201.08
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Sun Life Financial Foreign Canadian (SLF) 0.0 $56k NEW 963.00 58.02
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Schwab Strategic Tr Uit Exchange Traded (SCHX) 0.0 $55k NEW 814.00 67.85
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Vanguard Index Fds Uit Exchange Traded (VBK) 0.0 $55k +88% 206.00 267.37
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Ishares Tr Uit Exchange Traded (GOVT) 0.0 $55k NEW 2.3k 23.45
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Phillips 66 Common Stock (PSX) 0.0 $52k -88% 397.00 131.45
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Jpmorgan Chase Bank 0 25cd Fdic Ins Due 06/05/25us Non-marketplace Cds 0.0 $52k NEW 50k 1.04
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Citigroup Global Ma 0 27 Due 06/01/27 Corporate Bonds 0.0 $52k NEW 50k 1.03
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Barclays Bank Plc 0 25f Due 01/03/25 Foreign Bonds (us $) 0.0 $52k NEW 50k 1.03
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Ishares Tr Uit Exchange Traded (TIP) 0.0 $51k -96% 465.00 110.35
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Eaton Vance Tx-mgd Growth 1.1 A Ntf Equity Funds (ETTGX) 0.0 $51k NEW 441.00 115.98
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Thornburg Investment Income Builder I Equity Funds (TIBIX) 0.0 $51k NEW 1.9k 26.87
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Credit Suisse Grou0 25f Due 06/04/25 Foreign Bonds (us $) 0.0 $51k NEW 50k 1.02
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Invesco Exchange Traded Fd T Uit Exchange Traded (XSVM) 0.0 $49k NEW 890.00 54.99
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Morgan Stanley Fin 0 27 Due 11/04/27 Corporate Bonds 0.0 $48k NEW 40k 1.19
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Ge Vernova Common Stock (GEV) 0.0 $48k NEW 187.00 254.98
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Cambria Etf Tr Uit Exchange Traded (SYLD) 0.0 $47k NEW 653.00 72.37
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Citigroup Global Ma 0 26 Due 11/05/26 Corporate Bonds 0.0 $47k NEW 40k 1.18
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Fidelity Advisor New Insights I Equity Funds (FINSX) 0.0 $45k NEW 1.0k 43.86
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Schwab S&p 500 Index Schwab Mutl Funds (SWPPX) 0.0 $44k NEW 495.00 89.20
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Iheartcommunica 6.375 26 Due 05/01/26 Corporate Bonds 0.0 $44k NEW 50k 0.87
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Spdr Ser Tr Uit Exchange Traded (SLYV) 0.0 $43k +100% 489.00 86.82
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Siemens A G Fsponsored Adr 1 Adr Reps 0.5 Ord American Depository (SIEGY) 0.0 $42k NEW 419.00 101.05
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Invesco Exchange Traded Fd T Uit Exchange Traded (XLG) 0.0 $42k +107% 889.00 47.53
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Fs Kkr Cap Corp Common Stock (FSK) 0.0 $42k NEW 2.1k 19.73
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Vanguard Index Fds Uit Exchange Traded (VB) 0.0 $42k +331% 177.00 237.00
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Bnp Paribas Sa 0 24f Due 11/04/24 Foreign Bonds (us $) 0.0 $42k NEW 40k 1.05
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Tractor Supply Common Stock (TSCO) 0.0 $42k +2283% 143.00 290.93
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Stone Ridge Tr Ii Rns Rsk Pr Int Equity Funds (SRRIX) 0.0 $39k NEW 661.00 59.09
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American Funds Growth Fund Of Amer A Load Equity Fund (AGTHX) 0.0 $39k NEW 502.00 77.66
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RBB Uit Exchange Traded (OBIL) 0.0 $39k NEW 767.00 50.26
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Putnam Tax-free High Yield A Ntf Bond Funds (PTHAX) 0.0 $38k NEW 3.2k 11.89
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Columbia Convertible Securities Inst2 Ntf Bond Funds (COCRX) 0.0 $38k NEW 1.7k 21.67
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Valero Energy Corp Common Stock (VLO) 0.0 $37k -95% 277.00 135.03
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Vanguard World Uit Exchange Traded (VPU) 0.0 $37k -54% 212.00 174.04
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Blackstone Private Credit Fund Class I Closed End Mutl Fund 0.0 $37k NEW 1.4k 25.52
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Goldman Sachs Etf Tr Uit Exchange Traded (GSST) 0.0 $37k NEW 721.00 50.64
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Select Sector Spdr Tr Uit Exchange Traded (XLV) 0.0 $36k -96% 233.00 154.02
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Ishares Tr Uit Exchange Traded (IFRA) 0.0 $35k NEW 753.00 46.97
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Ishares Tr Uit Exchange Traded (IWS) 0.0 $35k -33% 266.00 132.25
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Ishares Tr Uit Exchange Traded (IHF) 0.0 $35k NEW 606.00 57.11
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Ishares Tr Uit Exchange Traded (IWO) 0.0 $34k NEW 121.00 284.00
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Eaton Vance Government Opportunities I Bond Funds (EIGOX) 0.0 $34k NEW 6.3k 5.45
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Global Self Storage Real Estate Investme (SELF) 0.0 $34k NEW 6.4k 5.21
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Txnm Energy Common Stock (TXNM) 0.0 $33k NEW 764.00 43.77
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Union Pac Corp Common Stock (UNP) 0.0 $33k -93% 135.00 246.48
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First Tr Exchng Traded Fd Vi Uit Exchange Traded (GFEB) 0.0 $33k NEW 900.00 36.52
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First Tr Exchange-traded Uit Exchange Traded (KNG) 0.0 $33k NEW 600.00 54.48
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Vanguard Index Fds Uit Exchange Traded (VOE) 0.0 $32k +10% 191.00 167.67
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Ishares Tr Uit Exchange Traded (IXJ) 0.0 $31k NEW 320.00 98.16
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Ishares Tr Uit Exchange Traded (ACWI) 0.0 $31k -47% 260.00 119.55
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RBB Uit Exchange Traded (XBIL) 0.0 $31k NEW 616.00 50.20
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Adidas Ag Fsponsored Adr 1 Adr Reps 0.5 Ord American Depository (ADDYY) 0.0 $31k NEW 233.00 132.69
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Fluor Corp 3.5 24 Due 12/15/24 Corporate Bonds 0.0 $31k NEW 31k 0.99
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Pimco Etf Tr Uit Exchange Traded (MINT) 0.0 $31k -84% 303.00 100.69
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O Fallon Ill Cmnty 4 25go Ltx Due 12/01/25assured Guaranty Mun Muni Bonds 0.0 $30k NEW 30k 1.01
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Vanguard Scottsdale Fds Uit Exchange Traded (VCSH) 0.0 $30k -95% 373.00 79.33
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Vanguard Whitehall Fds Uit Exchange Traded (VYM) 0.0 $29k +663% 229.00 128.20
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Ishares Tr Uit Exchange Traded (IWR) 0.0 $29k NEW 332.00 88.14
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J P Morgan Exchange Traded F Uit Exchange Traded (JMUB) 0.0 $29k NEW 565.00 51.27
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Bluerock Total Income Real Estate C Load Equity Fund (TIPPX) 0.0 $29k NEW 1.2k 24.92
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Spdr Ser Tr Uit Exchange Traded (XNTK) 0.0 $29k NEW 146.00 197.53
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RBB Uit Exchange Traded (UTEN) 0.0 $29k NEW 626.00 45.45
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Fidelity Wise Origin Bitcoin Uit Exchange Traded (FBTC) 0.0 $28k NEW 512.00 55.53
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Ishares Tr Uit Exchange Traded (IWP) 0.0 $28k +531% 240.00 117.29
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Vanguard Scottsdale Fds Uit Exchange Traded (VGIT) 0.0 $28k NEW 457.00 60.42
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Ishares Tr Uit Exchange Traded (IYK) 0.0 $28k NEW 391.00 70.57
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Sila Realty Trust Real Estate Investme (SILA) 0.0 $28k NEW 1.1k 25.29
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Oneok Common Stock (OKE) 0.0 $27k -92% 300.00 91.13
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Ishares Tr Uit Exchange Traded (IGM) 0.0 $27k NEW 282.00 95.94
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Vanguard Ltd-term Tx-ex Adm Bond Funds (VMLUX) 0.0 $27k NEW 2.5k 10.95
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Vanguard Scottsdale Fds Uit Exchange Traded (VCIT) 0.0 $26k +794% 313.00 83.75
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Spdr Ser Tr Uit Exchange Traded (SLYG) 0.0 $26k -71% 280.00 93.11
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New Mexico Fin Auth 5 36pool Auth Due 06/01/36 Muni Bonds 0.0 $26k NEW 25k 1.03
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Thornburg Global Opportunities I Equity Funds (THOIX) 0.0 $26k NEW 647.00 39.90
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Chevron Corp Common Stock (CVX) 0.0 $26k +46% 174.00 147.27
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Roche Hldg Ltd Fsponsored Adr 1 Adr Re 0.125 Ord American Depository (RHHBY) 0.0 $25k NEW 634.00 39.95
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V.f. Corp 6 33 Due 10/15/33 Corporate Bonds 0.0 $25k NEW 25k 1.01
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Steel Dynamics Common Stock (STLD) 0.0 $25k NEW 200.00 126.08
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Ishares Tr Uit Exchange Traded (IMCB) 0.0 $25k NEW 328.00 76.02
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Past Filings by Financial Gravity Companies

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