Financial Gravity Wealth

Latest statistics and disclosures from Sofos Investments's latest quarterly 13F-HR filing:

Tip: Access up to 7 years of quarterly data

Positions held by Financial Gravity Wealth, Inc. consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Sofos Investments

Companies in the Sofos Investments portfolio as of the June 2020 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Air Products & Chemicals (APD) 54.6 $178k +1740% 736.00 241.85
Invesco Exch Trd Slf Idx Bulshs 2022 Hy (BSJM) 16.3 $53k NEW 2.4k 22.15
Vanguard Index Fds Mcap Gr Idxvip (VOT) 6.7 $22k 132.00 166.67
First Tr Exch Trd Alphdx Asia Ex Japan (FPA) 6.4 $21k +356% 872.00 24.08
Franklin Electric (FELE) 4.9 $16k NEW 309.00 51.78
Ishares Msci Aust Etf (EWA) 2.8 $9.0k +6771% 481.00 18.71
Vipshop Holdings Sponsored Ads A (VIPS) 1.5 $5.0k +155% 235.00 21.28
Appian Corp Cl A (APPN) 1.2 $4.0k NEW 70.00 57.14
Seattle Genetics (SGEN) 1.2 $4.0k +420% 26.00 153.85
Chesapeake Utilities Corporation (CPK) 1.2 $4.0k +138% 50.00 80.00
Fifth Third Ban (FITB) 0.9 $3.0k NEW 176.00 17.05
Dmc Global (BOOM) 0.9 $3.0k NEW 116.00 25.86
Axalta Coating Sys (AXTA) 0.9 $3.0k NEW 143.00 20.98
Aerie Pharmaceuticals (AERI) 0.3 $999.999000 NEW 63.00 15.87
Badger Meter (BMI) 0.0 $0 NEW 2.00 0.00
Walker & Dunlop (WD) 0.0 $0 0 0.00
Allegiance Bancshares (ABTX) 0.0 $0 NEW 7.00 0.00
Flagstar Bancorp Com Par .001 (FBC) 0.0 $0 NEW 1.00 0.00
Covetrus (CVET) 0.0 $0 NEW 6.00 0.00

Past Filings by Sofos Investments

SEC 13F filings are viewable for Sofos Investments going back to 2018