Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

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, EPS, STIP, and represent 21.19% of Financial Gravity Companies's stock portfolio.
Added to shares of these 10 stocks: VWOB (+$7.0M), IAGG, HYLB, SPSM, SHYG, SPMD, EPS, Triumph Bancorp, SPIB, HYDW.
Started 165 new stock positions in QTEC, FLTR, PSFF, American Fnds Europacific Grow, FRO, DSU, SFNNX, ASTS, JIBDX, The Bank Of Nov9.41 33f Due 07/29/33.
Reduced shares in these 10 stocks: Amr (-$16M), TFIN, AAPL, BIL, Fs Energy And Power Fund, PB, Listed Fd Tr, TIPPX, QQQ, CLREX.
Sold out of its positions in Amr, Abbott Labs Sr Note corporate semiu, CNSDX, OIGYX, BABA, APGYX, ALSN, AMRC, Bnp Paribas Note Conv Index Lnkd, BWXT.
Financial Gravity Companies was a net buyer of stock by $54M.
Financial Gravity Companies has $509M in assets under management (AUM), dropping by 12.67%.
Central Index Key (CIK): 0001377167

Tip: Access up to 7 years of quarterly data

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

Download as csv

Download as Excel

Portfolio Holdings for Financial Gravity Companies

Financial Gravity Companies holds 1015 positions in its portfolio as reported in the June 2025 quarterly 13F filing

Financial Gravity Companies has 1015 total positions. Only the first 250 positions are shown.

Sign up to view all of the Financial Gravity Companies June 30, 2025 positions
Download the Financial Gravity Companies June 2025 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr Uit Exchange Traded (IAGG)	5.5	$28M	+14%	551k	51.09	View chart
Dbx Etf Tr Uit Exchange Traded (HYLB)	4.9	$25M	+15%	678k	36.92	View chart
Ishares Tr Uit Exchange Traded (SHYG)	4.0	$20M	+15%	471k	43.14	View chart
Wisdomtree Tr Uit Exchange Traded (EPS)	3.5	$18M	+15%	278k	64.01	View chart
Ishares Tr Uit Exchange Traded (STIP)	3.3	$17M	+11%	162k	102.91	View chart
Dbx Etf Tr Uit Exchange Traded (HYDW)	3.2	$17M	+14%	350k	47.28	View chart
Spdr Series Trust Uit Exchange Traded (SPIB)	3.2	$16M	+15%	489k	33.58	View chart
Spdr Series Trust Uit Exchange Traded (SPSM)	3.2	$16M	+23%	381k	42.60	View chart
Spdr Series Trust Uit Exchange Traded (SPMD)	3.0	$15M	+19%	284k	54.38	View chart
Spdr Series Trust Uit Exchange Traded (SPYG)	3.0	$15M	+13%	158k	95.32	View chart
Vanguard Whitehall Fds Uit Exchange Traded (VWOB)	2.5	$13M	+123%	384k	32.82	View chart
Spdr Index Shs Fds Uit Exchange Traded (SPEM)	2.4	$12M	+16%	288k	42.74	View chart
Spdr Series Trust Uit Exchange Traded (SPYD)	2.4	$12M	+17%	282k	42.44	View chart
Spdr Series Trust Uit Exchange Traded (SPBO)	2.2	$11M	+14%	375k	29.22	View chart
Spdr Series Trust Uit Exchange Traded (SPYV)	1.8	$8.9M	+14%	171k	52.34	View chart
Schwab Prime Advantage Money Investor Schwab Non-sweep Mmf (SWVXX)	1.6	$8.2M	+10%	8.2M	1.00	View chart
Amazon Common Stock (AMZN)	1.5	$7.7M	+11%	35k	219.39	View chart
Ishares Tr Uit Exchange Traded (ICVT)	1.5	$7.5M	+9%	83k	90.10	View chart
Ishares Tr Uit Exchange Traded (IEUR)	1.5	$7.4M	+14%	112k	66.20	View chart
Tesla Common Stock (TSLA)	1.4	$7.4M	+7%	23k	317.66	View chart
Microsoft Corp Common Stock (MSFT)	1.4	$7.4M	+22%	15k	497.42	View chart
Apple Common Stock (AAPL)	1.2	$6.0M	-17%	29k	205.17	View chart
Novartis American Depository (NVS)	1.1	$5.3M	+15%	44k	121.01	View chart
Fs Kkr Cap Corp Common Stock (FSK)	1.0	$5.3M		254k	20.75	View chart
Upwork Common Stock (UPWK)	1.0	$5.1M	+15%	381k	13.44	View chart
Netflix Common Stock (NFLX)	1.0	$4.9M	+3%	3.7k	1339.13	View chart
Meta Platforms Common Stock (META)	1.0	$4.9M	+19%	6.6k	738.04	View chart
Vanguard Bd Index Fds Uit Exchange Traded (BSV)	0.9	$4.5M	+14%	58k	78.70	View chart
Vanguard Scottsdale Fds Uit Exchange Traded (VMBS)	0.9	$4.5M	+14%	97k	46.34	View chart
Vanguard Scottsdale Fds Uit Exchange Traded (VGSH)	0.9	$4.5M	+13%	76k	58.78	View chart
Ishares Tr Uit Exchange Traded (TFLO)	0.9	$4.4M	+16%	87k	50.65	View chart
Sherwin Williams Common Stock (SHW)	0.9	$4.4M		13k	343.36	View chart
Ishares Tr Uit Exchange Traded (ICSH)	0.9	$4.4M	+12%	86k	50.71	View chart
Ishares Tr Uit Exchange Traded (IPAC)	0.8	$4.1M	+16%	59k	68.70	View chart
Arm Holdings American Depository (ARM)	0.8	$3.9M	+12%	24k	161.74	View chart
Taiwan Semiconductor Mfg American Depository (TSM)	0.7	$3.8M	+26%	17k	226.49	View chart
Berkshire Hathaway Inc Del Common Stock (BRK.B)	0.7	$3.8M	+37%	7.7k	485.77	View chart
Stryker Corporation Common Stock (SYK)	0.7	$3.4M	+14%	8.7k	395.63	View chart
Ishares Tr Uit Exchange Traded (IVV)	0.7	$3.4M	-4%	5.5k	620.92	View chart
Walmart Common Stock (WMT)	0.7	$3.4M	+12%	35k	97.78	View chart
Intuit Common Stock (INTU)	0.6	$3.1M	+20%	3.9k	787.64	View chart
Alphabet Common Stock (GOOG)	0.6	$3.0M	+19%	17k	177.39	View chart
Bluerock Total Income Real Estate A Ntf Equity Funds (TIPRX)	0.6	$2.9M	+16%	114k	25.25	View chart
3M Common Stock (MMM)	0.6	$2.9M	+17%	19k	152.24	View chart
Barings Bdc Common Stock (BBDC)	0.5	$2.8M		306k	9.14	View chart
Chipotle Mexican Grill Common Stock (CMG)	0.5	$2.8M	+23%	50k	56.15	View chart
Marriott Intl Common Stock (MAR)	0.5	$2.7M	+13%	10k	273.21	View chart
Disney Walt Common Stock (DIS)	0.5	$2.7M	+19%	22k	124.01	View chart
Boeing Common Stock (BA)	0.5	$2.7M	+18%	13k	209.53	View chart
Autodesk Common Stock (ADSK)	0.5	$2.6M	+19%	8.5k	309.57	View chart
Apollo Diversified Credit Fd Cl A Ntf Equity Funds (CRDTX)	0.5	$2.5M	+14%	112k	22.37	View chart
Salesforce Common Stock (CRM)	0.5	$2.5M	+17%	9.0k	272.69	View chart
Unilever American Depository (UL)	0.5	$2.4M	+19%	39k	61.17	View chart
Procter And Gamble Common Stock (PG)	0.5	$2.4M	+29%	15k	159.31	View chart
Coca Cola Common Stock (KO)	0.5	$2.4M	+15%	34k	70.75	View chart
Cliffwater Corporate Lending I Bond Funds (CCLFX)	0.5	$2.3M		213k	10.82	View chart
Triumph Finl Common Stock	0.4	$2.3M	NEW	42k	55.11	View chart
Colgate Palmolive Common Stock (CL)	0.4	$2.3M	+23%	25k	90.90	View chart
Spdr Series Trust Uit Exchange Traded (SPTM)	0.4	$2.3M	-3%	30k	74.89	View chart
Scotts Miracle-gro Common Stock (SMG)	0.4	$2.3M	+34%	34k	65.96	View chart
Starbucks Corp Common Stock (SBUX)	0.4	$2.2M	+20%	24k	91.63	View chart
Johnson & Johnson Common Stock (JNJ)	0.4	$2.2M	+22%	14k	152.75	View chart
Nike Common Stock (NKE)	0.4	$2.2M	+45%	30k	71.04	View chart
Astrazeneca American Depository (AZN)	0.4	$2.1M	+20%	30k	69.88	View chart
Novo-nordisk A S American Depository (NVO)	0.4	$2.0M	+32%	30k	69.02	View chart
Diageo American Depository (DEO)	0.4	$1.9M	+39%	19k	100.84	View chart
Moderna Common Stock (MRNA)	0.4	$1.8M	+90%	65k	27.59	View chart
Etfis Ser Tr I Uit Exchange Traded (PFFA)	0.3	$1.7M	+9%	83k	20.83	View chart
Invesco Steelpath Mlp Income A Ntf Equity Funds (MLPDX)	0.3	$1.6M	+17%	274k	6.01	View chart
Apollo Diversified Re Fd Cl A Ntf Equity Funds (GIREX)	0.3	$1.6M	+27%	67k	24.56	View chart
Ares Capital Corp Common Stock (ARCC)	0.3	$1.4M	-10%	63k	21.96	View chart
Nvidia Corporation Common Stock (NVDA)	0.2	$1.2M	+7%	7.4k	158.00	View chart
Spdr S&p 500 Etf Tr Uit Exchange Traded (SPY)	0.2	$1.2M	+851%	1.9k	617.85	View chart
Ishares Tr Uit Exchange Traded (QUAL)	0.2	$1.2M	+37%	6.3k	182.82	View chart
Vanguard Total Stock Mkt Idx Adm Equity Funds (VTSAX)	0.2	$1.1M		7.8k	148.00	View chart
Schwab Treasury Oblig Money Ultra Schwab Non-sweep Mmf (SCOXX)	0.2	$1.0M	NEW	1.0M	1.00	View chart
Apollo Diversified Credit Fd Cl C Load Equity Fund (CGCCX)	0.2	$941k		42k	22.36	View chart
Cion Invt Corp Common Stock (CION)	0.2	$934k		98k	9.57	View chart
Blue Owl Capital Corporation Common Stock (OBDC)	0.2	$928k	+16%	65k	14.34	View chart
Exxon Mobil Corp Common Stock (XOM)	0.2	$922k		8.6k	107.80	View chart
Franklin Bsp Capital Corporation Closed End Mutl Fund	0.2	$877k	+21%	63k	13.94	View chart
Bnp Paribas Sa 0 27f Due 08/04/27 Foreign Bonds (us $)	0.2	$823k		775k	1.06	View chart
Wp Carey Real Estate Investme (WPC)	0.1	$756k	+791%	12k	62.38	View chart
Credit Suisse Ag L0 25f Due 08/01/25 Foreign Bonds (us $)	0.1	$744k		750k	0.99	View chart
Fidelity Advisor Technology I Equity Funds (FATIX)	0.1	$728k	-5%	5.0k	145.80	View chart
Ishares Tr Uit Exchange Traded (ESGU)	0.1	$718k	-3%	5.3k	135.30	View chart
Midas Discovery Ntf Equity Funds (MIDSX)	0.1	$711k	NEW	340k	2.09	View chart
American Century Disciplined Core Value Inv Ntf Equity Funds (BIGRX)	0.1	$661k	NEW	18k	37.29	View chart
Invesco Qqq Trust Uit Exchange Traded	0.1	$652k	NEW	1.2k	551.64	View chart
Orchid Is Cap Common Stock (ORC)	0.1	$644k	+104%	92k	7.01	View chart
Fs Specialty Lending Fund Closed End Mutl Fund	0.1	$635k	NEW	31k	20.22	View chart
Vanguard Index Fds Uit Exchange Traded (VTV)	0.1	$584k		3.3k	176.75	View chart
Bluerock High Income Institutional Cdt I Bond Funds (IIMWX)	0.1	$571k		25k	23.21	View chart
Fidelity Advisor Growth Opps I Equity Funds (FAGCX)	0.1	$562k	-2%	2.6k	215.02	View chart
Invesco Steelpath Mlp Income Y Ntf Equity Funds (MLPZX)	0.1	$560k	-8%	86k	6.54	View chart
Cantor Silverstein Opportunity Zone Trust Ii Real Estate Investme	0.1	$556k	NEW	21k	26.87	View chart
Vanguard Index Fds Uit Exchange Traded (VUG)	0.1	$536k	-7%	1.2k	438.40	View chart
Chevron Corp Common Stock (CVX)	0.1	$509k		3.6k	143.19	View chart
Bnp Paribas Sa 0 27f Due 10/06/27 Foreign Bonds (us $)	0.1	$507k		450k	1.13	View chart
Vanguard Tax-managed Capital App Adm Equity Funds (VTCLX)	0.1	$506k	NEW	1.6k	318.69	View chart
Ishares Tr Uit Exchange Traded (IEFA)	0.1	$487k	+38%	5.8k	83.49	View chart
Ishares Tr Uit Exchange Traded (ITOT)	0.1	$485k		3.6k	135.06	View chart
Lockheed Martin Corp Common Stock (LMT)	0.1	$472k	+12%	1.0k	463.14	View chart
Spdr Series Trust Uit Exchange Traded (BIL)	0.1	$469k	-65%	5.1k	91.73	View chart
Vanguard Windsor Ii Inv Equity Funds (VWNFX)	0.1	$443k		9.5k	46.55	View chart
Elevation Series Trust Uit Exchange Traded (DIVZ)	0.1	$438k	NEW	13k	35.02	View chart
Spdr Gold Tr Uit Exchange Traded (GLD)	0.1	$425k	-11%	1.4k	304.83	View chart
Sila Realty Trust Real Estate Investme (SILA)	0.1	$423k	+10%	18k	23.67	View chart
Nextera Energy Common Stock (NEE)	0.1	$415k	+29785%	6.0k	69.42	View chart
Ocean Park Tactical Bond Instl Bond Funds (STBJX)	0.1	$415k	NEW	17k	25.01	View chart
Fidelity Advisor Technology A Ntf Equity Funds (FADTX)	0.1	$414k		3.2k	127.80	View chart
Stone Ridge Tr Ii Rns Rsk Pr Int Equity Funds (SRRIX)	0.1	$413k	-9%	7.6k	54.12	View chart
Mastercard Incorporated Common Stock (MA)	0.1	$413k	+3570%	734.00	561.94	View chart
Ishares Tr Uit Exchange Traded (IYW)	0.1	$393k	-6%	2.3k	173.27	View chart
Cullen Frost Bankers Common Stock (CFR)	0.1	$389k	NEW	3.0k	128.54	View chart
American Funds Washington Mutual F2 Ntf Equity Funds (WMFFX)	0.1	$379k	+1885%	5.9k	63.80	View chart
Enterprise Prods Partners L Limited Partnershp (EPD)	0.1	$364k	NEW	12k	31.01	View chart
Center Coast Brookfield Midstream Foc A Ntf Equity Funds (CCCAX)	0.1	$362k		56k	6.42	View chart
Fs Credit Opportunities Corp Closed End Mutl Fund (FSCO)	0.1	$352k		49k	7.26	View chart
Home Depot Common Stock (HD)	0.1	$346k	+356%	944.00	366.64	View chart
Fidelity Advisor Growth Opps A Ntf Equity Funds (FAGAX)	0.1	$338k		1.7k	193.07	View chart
Barclays Bank Plc 0 25f Due 08/05/25 Foreign Bonds (us $)	0.1	$336k		339k	0.99	View chart
James Hardie Inds Ordf Unlstd Foreign Ordry (JHIUF)	0.1	$329k	NEW	12k	27.44	View chart
Guggenheim Defined P Unit 2098 Dividend Growth Port Ser 19 Monthly Re Uit Stock	0.1	$326k		27k	12.19	View chart
Bluerock Total Income Real Estate C Load Equity Fund (TIPPX)	0.1	$323k	-49%	14k	23.25	View chart
Xcel Energy Common Stock (XEL)	0.1	$317k		4.7k	68.10	View chart
Ishares Tr Uit Exchange Traded (IQLT)	0.1	$312k	-35%	7.2k	43.22	View chart
Fidelity Advisor Health Care I Equity Funds (FHCIX)	0.1	$310k	-3%	5.1k	60.68	View chart
Walton Us Land Fund 1 Pvt Limited Partner	0.1	$302k	NEW	22k	13.72	View chart
Intel Corp Common Stock (INTC)	0.1	$293k	-16%	13k	22.40	View chart
Federated Hermes Kaufmann Is Equity Funds (KAUIX)	0.1	$291k	-3%	46k	6.40	View chart
Broadcom Common Stock (AVGO)	0.1	$289k	+1400%	1.1k	275.65	View chart
Lowes Cos Common Stock (LOW)	0.1	$289k		1.3k	221.87	View chart
Morgan Stanley Fin 0 27 Due 05/04/27 Corporate Bonds	0.1	$286k		300k	0.95	View chart
At&t Common Stock (T)	0.1	$283k	-4%	9.8k	28.94	View chart
Schwab Strategic Tr Uit Exchange Traded (SCHD)	0.1	$277k	+380%	11k	26.50	View chart
Pacer Fds Tr Uit Exchange Traded (PSFF)	0.1	$274k	NEW	9.0k	30.48	View chart
Vanguard Dividend Appreciation Index Adm Equity Funds (VDADX)	0.1	$265k	-14%	4.8k	55.55	View chart
Bnp Paribas Sa 0 28f Due 02/07/28 Foreign Bonds (us $)	0.1	$263k		234k	1.13	View chart
Carlyle Tactical Private Credit N Equity Funds (TAKNX)	0.1	$261k	NEW	31k	8.37	View chart
Palantir Technologies Common Stock (PLTR)	0.1	$257k	+30%	1.9k	136.32	View chart
Ishares Tr Uit Exchange Traded (HYXF)	0.0	$252k		5.3k	47.50	View chart
RBB Uit Exchange Traded (TMFG)	0.0	$246k	-5%	8.1k	30.39	View chart
Counterpoint Tactical Income I Bond Funds (CPITX)	0.0	$232k	NEW	21k	11.23	View chart
Ishares Tr Uit Exchange Traded (IWB)	0.0	$220k	-4%	647.00	339.57	View chart
Ishares Tr Uit Exchange Traded (IWM)	0.0	$219k	-15%	1.0k	215.79	View chart
Invesco Steelpath Mlp Alpha Y Ntf Equity Funds (MLPOX)	0.0	$215k		23k	9.28	View chart
Griffin Capital Qualified Opportunity Zone Fund Iii Pvt Limited Partner	0.0	$214k	NEW	214k	1.00	View chart
Apollo Diversified Re Fd Cl C Load Equity Fund (GCREX)	0.0	$214k		9.4k	22.81	View chart
Bnp Paribas Sa 0 27f Due 09/07/27 Foreign Bonds (us $)	0.0	$214k		200k	1.07	View chart
Fidelity Advisor Health Care A Ntf Equity Funds (FACDX)	0.0	$212k		3.9k	53.67	View chart
Ge Aerospace Common Stock (GE)	0.0	$211k		821.00	257.39	View chart
New York Life Investments Et Uit Exchange Traded (IQSU)	0.0	$210k		4.2k	49.59	View chart
Dbx Etf Tr Uit Exchange Traded (SHYL)	0.0	$209k		4.6k	45.32	View chart
Vanguard Wellesley Income Admiral Equity Funds (VWIAX)	0.0	$207k	-6%	3.3k	62.22	View chart
Fidelity 500 Index Equity Funds (FXAIX)	0.0	$207k		956.00	216.10	View chart
Morgan Stanley Fin 0 28 Due 01/03/28 Corporate Bonds	0.0	$205k		200k	1.02	View chart
Vanguard Large Cap Index Admiral Equity Funds (VLCAX)	0.0	$205k		1.4k	144.07	View chart
Draftkings Common Stock (DKNG)	0.0	$202k	-11%	4.7k	42.89	View chart
J P Morgan Exchange Traded F Uit Exchange Traded (JEPI)	0.0	$199k	-18%	3.5k	56.85	View chart
Bitwise Bitcoin Etf Tr Uit Exchange Traded (BITB)	0.0	$184k	-32%	3.1k	58.59	View chart
Federated Hermes Kaufmann A Ntf Equity Funds (KAUAX)	0.0	$184k		31k	6.02	View chart
Ishares Tr Uit Exchange Traded (IUSB)	0.0	$183k		4.0k	46.23	View chart
Spdr Series Trust Uit Exchange Traded (SPLG)	0.0	$182k	+17%	2.5k	72.70	View chart
Ishares Uit Exchange Traded (IEMG)	0.0	$181k	-32%	3.0k	60.02	View chart
Dbx Etf Tr Uit Exchange Traded (USSG)	0.0	$181k		3.2k	56.88	View chart
Aon Foreign Ordinaries (AON)	0.0	$179k	NEW	501.00	356.76	View chart
Nexus Series B Ltd Liability Corp	0.0	$175k	NEW	175k	1.00	View chart
American Funds American Balanced A Load Equity Fund (ABALX)	0.0	$174k		4.7k	36.69	View chart
Agnc Invt Corp Real Estate Investme (AGNC)	0.0	$172k	+74%	19k	9.19	View chart
Fidelity Fund Equity Funds (FFIDX)	0.0	$171k	-2%	1.7k	101.22	View chart
Ishares Tr Uit Exchange Traded (USXF)	0.0	$171k	-7%	3.2k	53.93	View chart
Clearbridge Select I Ntf Equity Funds (LBFIX)	0.0	$170k		3.0k	56.93	View chart
Dbx Etf Tr Uit Exchange Traded (SNPE)	0.0	$169k		3.1k	55.30	View chart
Vanguard Index Fds Uit Exchange Traded (VOO)	0.0	$169k	+10%	297.00	568.19	View chart
Gilead Sciences Common Stock (GILD)	0.0	$164k		1.5k	110.87	View chart
Brightspire Capital Common Stock (BRSP)	0.0	$160k	+48%	32k	5.05	View chart
Unitedhealth Group Common Stock (UNH)	0.0	$156k	+2847%	501.00	311.97	View chart
Visa Common Stock (V)	0.0	$156k		440.00	355.05	View chart
Citigroup Inc. Var 34 Due 01/29/34 Corporate Bonds	0.0	$155k		208k	0.75	View chart
Ge Vernova Common Stock (GEV)	0.0	$155k	+43%	293.00	529.15	View chart
Morgan Stanley B 5.25 29cd Fdic Ins Due 05/22/29us Certificate Deposit	0.0	$154k		154k	1.00	View chart
Energy Transfer Limited Partnershp (ET)	0.0	$152k		8.4k	18.13	View chart
Fidelity Advisor Energy A Ntf Equity Funds (FANAX)	0.0	$152k		3.4k	44.37	View chart
BP American Depository (BP)	0.0	$148k		4.9k	29.93	View chart
Janus Henderson Balanced I Ntf Equity Funds (JBALX)	0.0	$148k		3.0k	48.87	View chart
Jensen Quality Growth I Equity Funds (JENIX)	0.0	$147k		2.5k	59.39	View chart
Costco Whsl Corp Common Stock (COST)	0.0	$146k	+2%	147.00	989.94	View chart
Ishares Tr Uit Exchange Traded (IWV)	0.0	$145k	-16%	413.00	351.00	View chart
Ishares Tr Uit Exchange Traded (IJH)	0.0	$143k	-8%	2.3k	62.02	View chart
Vanguard World Uit Exchange Traded (VSGX)	0.0	$141k		2.2k	65.50	View chart
Star Bulk Carriers Corp. Foreign Ordinaries (SBLK)	0.0	$139k	-16%	8.1k	17.25	View chart
Rtx Corp Common Stock	0.0	$138k	NEW	943.00	146.02	View chart
T. Rowe Price Blue Chip Growth Ntf Equity Funds (TRBCX)	0.0	$135k	NEW	670.00	200.91	View chart
J P Morgan Exchange Traded F Uit Exchange Traded (JEPQ)	0.0	$133k	+10%	2.4k	54.40	View chart
American Funds Income Fund Of Amer A Load Equity Fund (AMECX)	0.0	$129k		4.9k	26.64	View chart
Cim Real Assets & Credit A Load Equity Fund (ARACX)	0.0	$128k	+12%	5.8k	22.12	View chart
Pacer Fds Tr Uit Exchange Traded (COWZ)	0.0	$126k	-48%	2.3k	55.10	View chart
Ishares Tr Uit Exchange Traded (EFG)	0.0	$126k		1.1k	112.00	View chart
Ishares Tr Uit Exchange Traded (SUSB)	0.0	$124k		4.9k	25.17	View chart
Ishares Tr Uit Exchange Traded (SUSC)	0.0	$124k	-19%	5.3k	23.23	View chart
Invesco Rochester Municipal Opps A Ntf Bond Funds (ORNAX)	0.0	$120k	+2%	19k	6.51	View chart
Te Connectivity Foreign Ordinaries (TEL)	0.0	$120k		713.00	168.67	View chart
International Business Machs Common Stock (IBM)	0.0	$118k		400.00	294.78	View chart
Csx Corp Common Stock (CSX)	0.0	$118k		3.6k	32.63	View chart
Stormfield Real Estate Income Fund Pvt Limited Partner	0.0	$117k	NEW	117k	1.00	View chart
Ishares Tr Uit Exchange Traded (IWF)	0.0	$116k	-26%	273.00	424.58	View chart
Nuveen Dividend Growth A Ntf Equity Funds (NSBAX)	0.0	$115k	NEW	1.8k	63.93	View chart
Pacific Point Realty Fund Ltd Liability Corp	0.0	$115k	NEW	115k	1.00	View chart
Bnp Paribas Sa 0 27f Due 11/04/27 Foreign Bonds (us $)	0.0	$115k		100k	1.15	View chart
Global Net Lease Common Stock (GNL)	0.0	$113k	+101%	15k	7.55	View chart
American Funds 2050 Trgt Date Retire A Load Equity Fund (AALTX)	0.0	$109k		4.8k	22.91	View chart
Blackrock Health Sciences Opps Inv A Ntf Equity Funds (SHSAX)	0.0	$109k		1.8k	61.73	View chart
Rithm Capital Corp Real Estate Investme (RITM)	0.0	$108k	-52%	9.5k	11.29	View chart
Cim Real Estate Finance Trust Real Estate Investme	0.0	$108k		21k	5.22	View chart
Franklin Bsp Rlty Tr Common Stock (FBRT)	0.0	$107k		10k	10.69	View chart
Citigroup Global Ma 0 27 Due 09/03/27 Corporate Bonds	0.0	$107k		100k	1.07	View chart
Jpmorgan Chase & Co. Common Stock (JPM)	0.0	$106k	+37%	365.00	289.91	View chart
Ishares Tr Uit Exchange Traded (EFV)	0.0	$103k		1.6k	63.48	View chart
Morgan Stanley Fin 0 27 Due 12/03/27 Corporate Bonds	0.0	$103k		100k	1.03	View chart
Vanguard 500 Index Admiral Equity Funds (VFIAX)	0.0	$102k	-44%	178.00	571.74	View chart
Southern Common Stock (SO)	0.0	$100k	+805%	1.1k	91.83	View chart
Dominion Energy Common Stock (D)	0.0	$99k		1.8k	56.52	View chart
Capital One, Ntnl 3.2 27cd Fdic Ins Due 06/15/27us Certificate Deposit	0.0	$98k		100k	0.98	View chart
Cambria Etf Tr Uit Exchange Traded (SYLD)	0.0	$98k	+129%	1.5k	65.03	View chart
Vanguard World Uit Exchange Traded (MGV)	0.0	$98k	-11%	743.00	131.20	View chart
Vaneck Etf Trust Uit Exchange Traded (MOAT)	0.0	$97k	NEW	1.0k	93.79	View chart
Invesco Capital Market Unit Ser 24 Monthly Cash Uit Corp	0.0	$97k		251.00	385.70	View chart
Vanguard World Uit Exchange Traded (VCEB)	0.0	$95k	+3%	1.5k	63.40	View chart
Lightstone Value Plus Reit V Real Estate Investme	0.0	$95k		6.0k	15.87	View chart
Verizon Communications Common Stock (VZ)	0.0	$94k		2.2k	43.27	View chart
Conocophillips Common Stock (COP)	0.0	$94k	+18%	1.1k	89.70	View chart
Morgan Stanley Fin 0 27 Due 04/05/27 Corporate Bonds	0.0	$93k		100k	0.93	View chart
American Funds Growth Fund Of Amer F2 Ntf Equity Funds (GFFFX)	0.0	$93k		1.1k	81.98	View chart
Invesco Senior Floating Rate Y Ntf Bond Funds (OOSYX)	0.0	$92k	-2%	14k	6.47	View chart
Pimco Etf Tr Uit Exchange Traded (LDUR)	0.0	$89k	-3%	933.00	95.83	View chart
Spdr Index Shs Fds Uit Exchange Traded (SPDW)	0.0	$89k	-7%	2.2k	40.49	View chart
Cme Group Common Stock (CME)	0.0	$88k	+481%	320.00	275.62	View chart
Comcast Corp Common Stock (CMCSA)	0.0	$88k	-6%	2.5k	35.69	View chart
National Healthcare Properties Real Estate Investme	0.0	$86k		2.7k	32.15	View chart
Ast Spacemobile Common Stock (ASTS)	0.0	$83k	NEW	1.8k	46.73	View chart
Nushares Etf Tr Uit Exchange Traded (NUBD)	0.0	$82k	-10%	3.7k	22.26	View chart
Diamondback Energy Common Stock (FANG)	0.0	$82k	+1876%	593.00	137.40	View chart
Morgan Stanley Var 32 Due 01/31/32 Corporate Bonds	0.0	$80k		100k	0.80	View chart
Vanguard World Uit Exchange Traded (MGK)	0.0	$80k	-41%	217.00	366.17	View chart
Pepsico Common Stock (PEP)	0.0	$79k		600.00	132.04	View chart
Mairs & Power Balanced Inv Equity Funds (MAPOX)	0.0	$77k	-32%	693.00	110.96	View chart
Invesco Exchange Traded Fd T Uit Exchange Traded (XMHQ)	0.0	$77k	NEW	780.00	98.24	View chart
Fidelity Advisor Real Estate Income A Ntf Equity Funds (FRINX)	0.0	$76k	-15%	6.3k	12.14	View chart
Kroger Common Stock (KR)	0.0	$76k		1.1k	71.73	View chart

Past Filings by Financial Gravity Companies

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

Financial Gravity Companies 2025 Q2 filed Aug. 8, 2025
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

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z