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Financial Gravity Wealth

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

Top 5 stock holdings are IAGG, HYLB, SHYG, EPS, STIP, and represent 22.84% of Financial Gravity Asset Management's stock portfolio.
Added to shares of these 10 stocks: IAGG, CMG, TFIN, HYLB, SHYG, STIP, WMT, HYDW, SPIB, BIL.
Started 812 new stock positions in FREAX, Marsh & McLennan Cos., Inc. Ordinary Shares, Pure Storage Inc Ordinary Shares - Class A, Zoetis Inc Ordinary Shares - Class A, BondBloxx ETF Trust BondBloxx Bloomberg Two Year Target Duration US Treasury ETF, Intra-Cellular Therapies Inc Ordinary Shares, Recursion Pharmaceuticals Inc Ordinary Shares - Class A, Apellis Pharmaceuticals Inc Ordinary Shares, Avnet Inc. Ordinary Shares, Invesco Exchange-Traded Self-Indexed Fund Trust Invesco BulletShares 2026 High Yield Corporate Bond.
Reduced shares in these 10 stocks: Dbx Etf Tr em ma bd int rt, Dbx Etf Tr hg yl cp bd hd, TIP, QQQ, GOOGL, GFEB, VUG, APGYX, IUSB, Dbx Etf Tr invt gd bd int.
Sold out of its positions in ABBNY, ADT, ABM, AFL, AGCO, AGNC, AES, AAGIY, OOSYX, Invesco Gl Real Estate Fd-a open-end fund.
Financial Gravity Asset Management was a net buyer of stock by $34M.
Financial Gravity Asset Management has $400M in assets under management (AUM), dropping by -41.27%.
Central Index Key (CIK): 0001741736

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Portfolio Holdings for Financial Gravity Asset Management

Financial Gravity Asset Management holds 1432 positions in its portfolio as reported in the June 2024 quarterly 13F filing

Financial Gravity Asset Management has 1432 total positions. Only the first 250 positions are shown.

Sign up to view all of the Financial Gravity Asset Management June 30, 2024 positions
Download the Financial Gravity Asset Management June 2024 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr Uit Exchange Traded (IAGG)	6.0	$24M	+16%	488k	49.48	View chart
Dbx Etf Tr Uit Exchange Traded (HYLB)	5.1	$21M	+9%	582k	35.23	View chart
Ishares Tr Uit Exchange Traded (SHYG)	4.3	$17M	+11%	414k	41.91	View chart
Wisdomtree Tr Uit Exchange Traded (EPS)	3.7	$15M	+5%	263k	56.65	View chart
Ishares Tr Uit Exchange Traded (STIP)	3.6	$14M	+13%	146k	98.81	View chart
Spdr Ser Tr Uit Exchange Traded (SPIB)	3.6	$14M	+11%	441k	32.34	View chart
Dbx Etf Tr Uit Exchange Traded (HYDW)	3.6	$14M	+12%	311k	45.75	View chart
Spdr Ser Tr Uit Exchange Traded (SPSM)	3.4	$14M	+8%	331k	41.36	View chart
Spdr Ser Tr Uit Exchange Traded (SPMD)	3.2	$13M	+3%	253k	51.09	View chart
Spdr Ser Tr Uit Exchange Traded (SPYG)	3.1	$13M	+2%	157k	80.00	View chart
Vanguard Whitehall Fds Uit Exchange Traded (VWOB)	2.8	$11M	+12%	182k	62.46	View chart
Spdr Ser Tr Uit Exchange Traded (SPYD)	2.7	$11M	+10%	265k	40.12	View chart
Spdr Index Shs Fds Uit Exchange Traded (SPEM)	2.6	$10M	+9%	276k	37.65	View chart
Spdr Ser Tr Uit Exchange Traded (SPBO)	2.4	$9.7M	+15%	340k	28.49	View chart
Spdr Ser Tr Uit Exchange Traded (SPYV)	2.0	$8.0M	+6%	164k	48.73	View chart
Ishares Tr Uit Exchange Traded (IVV)	1.8	$7.2M		13k	547.23	View chart
Ishares Tr Uit Exchange Traded (ICVT)	1.6	$6.3M	+14%	81k	78.29	View chart
Ishares Tr Uit Exchange Traded (IEUR)	1.5	$5.9M	+8%	104k	56.90	View chart
Microsoft Corp Common Stock (MSFT)	1.5	$5.8M		13k	446.95	View chart
Amazon Common Stock (AMZN)	1.5	$5.8M	+2%	30k	193.26	View chart
Tesla Common Stock (TSLA)	1.1	$4.5M	+8%	23k	197.91	View chart
Arm Holdings American Depository (ARM)	1.1	$4.3M		26k	163.90	View chart
Novartis American Depository (NVS)	1.0	$4.2M	+15%	39k	106.45	View chart
Sherwin Williams Common Stock (SHW)	1.0	$3.8M		13k	298.43	View chart
Apple Common Stock (AAPL)	0.9	$3.6M	+2%	17k	210.61	View chart
Upwork Common Stock (UPWK)	0.9	$3.6M	+8%	331k	10.74	View chart
Ishares Tr Uit Exchange Traded (ICSH)	0.8	$3.4M	+8%	68k	49.70	View chart
Novo-nordisk A S American Depository (NVO)	0.8	$3.3M		23k	142.74	View chart
Vanguard Bd Index Fds Uit Exchange Traded (BSV)	0.8	$3.3M	+9%	44k	75.44	View chart
Vanguard Scottsdale Fds Uit Exchange Traded (VMBS)	0.8	$3.3M	+5%	72k	45.48	View chart
Ishares Tr Uit Exchange Traded (TFLO)	0.8	$3.2M	+8%	65k	49.81	View chart
Vanguard Scottsdale Fds Uit Exchange Traded (VGSH)	0.8	$3.2M	+9%	57k	57.01	View chart
Meta Platforms Common Stock (META)	0.8	$3.1M		6.2k	504.79	View chart
Ishares Tr Uit Exchange Traded (IPAC)	0.8	$3.1M	+7%	51k	61.17	View chart
Chipotle Mexican Grill Common Stock (CMG)	0.7	$2.9M	+5172%	46k	62.70	View chart
Netflix Common Stock (NFLX)	0.7	$2.8M		4.2k	674.88	View chart
Alphabet Common Stock (GOOG)	0.7	$2.8M	-2%	15k	183.41	View chart
Taiwan Semiconductor Mfg American Depository (TSM)	0.7	$2.7M		16k	173.81	View chart
Berkshire Hathaway Inc Del Common Stock (BRK.B)	0.7	$2.6M	+2%	6.4k	406.80	View chart
Asml Holding N V American Depository (ASML)	0.6	$2.5M		2.5k	1022.73	View chart
Marriott Intl Common Stock (MAR)	0.6	$2.4M	+4%	10k	241.82	View chart
Walmart Common Stock (WMT)	0.6	$2.4M	+218%	35k	67.71	View chart
Intuit Common Stock (INTU)	0.6	$2.4M	+3%	3.6k	657.03	View chart
Stryker Corporation Common Stock (SYK)	0.6	$2.3M	+2%	6.7k	340.35	View chart
Spdr Ser Tr Uit Exchange Traded (SPTM)	0.6	$2.3M		34k	66.39	View chart
Colgate Palmolive Common Stock (CL)	0.6	$2.2M	+5%	23k	97.04	View chart
Moderna Common Stock (MRNA)	0.5	$2.2M		18k	118.72	View chart
Salesforce Common Stock (CRM)	0.5	$2.1M	+4%	8.3k	257.13	View chart
Triumph Financial Common Stock (TFIN)	0.5	$2.1M	NEW	26k	81.75	View chart
Astrazeneca American Depository (AZN)	0.5	$2.1M	+5%	26k	77.95	View chart
Autodesk Common Stock (ADSK)	0.5	$2.0M	+6%	8.2k	247.45	View chart
Coca Cola Common Stock (KO)	0.5	$2.0M	+4%	32k	63.65	View chart
Procter And Gamble Common Stock (PG)	0.5	$2.0M	+4%	12k	164.92	View chart
Unilever American Depository (UL)	0.5	$2.0M	+5%	36k	54.99	View chart
Scotts Miracle-gro Common Stock (SMG)	0.5	$1.9M	+7%	29k	65.07	View chart
Disney Walt Common Stock (DIS)	0.5	$1.8M	+4%	19k	99.25	View chart
3M Common Stock (MMM)	0.5	$1.8M	+18%	18k	102.19	View chart
Boeing Common Stock (BA)	0.4	$1.7M	+9%	9.5k	181.93	View chart
Johnson & Johnson Common Stock (JNJ)	0.4	$1.7M	+8%	12k	146.08	View chart
Starbucks Corp Common Stock (SBUX)	0.4	$1.7M	+24%	22k	77.80	View chart
Diageo American Depository (DEO)	0.4	$1.5M	+10%	12k	125.92	View chart
Ishares Tr Uit Exchange Traded (QUAL)	0.4	$1.5M	+97%	8.5k	170.76	View chart
Ishares Tr Uit Exchange Traded (ESGU)	0.4	$1.4M	-2%	12k	119.32	View chart
Spdr Ser Tr Uit Exchange Traded (BIL)	0.3	$1.4M	+5258%	15k	91.78	View chart
Nike Common Stock (NKE)	0.3	$1.3M	+11%	18k	75.34	View chart
Vanguard Index Fds Uit Exchange Traded (VTV)	0.3	$1.0M	+102%	6.3k	160.40	View chart
Vanguard Total Stock Mkt Idx Adm Equity Funds (VTSAX)	0.2	$997k		7.7k	130.25	View chart
Bnp Paribas Medium0 27f Due 08/04/27 Foreign Bonds (us $)	0.2	$834k		775k	1.08	View chart
Ishares Tr Uit Exchange Traded (IQLT)	0.2	$825k	NEW	21k	39.05	View chart
Ishares Tr Uit Exchange Traded (IUSB)	0.2	$819k	-20%	18k	45.22	View chart
Bnp Paribas Medium0 24f Due 08/05/24 Foreign Bonds (us $)	0.2	$812k		750k	1.08	View chart
Credit Suisse Ag, 0 25f Due 08/01/25 Foreign Bonds (us $)	0.2	$741k		750k	0.99	View chart
Schwab Value Advantage Money Investor Shares Schwab Non-sweep Mmf (SWVXX)	0.2	$713k	+45%	713k	1.00	View chart
Ishares Tr Uit Exchange Traded (IEFA)	0.2	$673k	-10%	9.3k	72.64	View chart
Listed Fd Tr Uit Exchange Traded (DIVZ)	0.2	$670k	NEW	22k	30.19	View chart
Ishares Uit Exchange Traded (IEMG)	0.2	$641k	+62%	12k	53.53	View chart
Ishares Tr Uit Exchange Traded (IYW)	0.2	$617k	-2%	4.1k	150.50	View chart
Abbott Labs Common Stock (ABT)	0.1	$590k		5.7k	103.91	View chart
Vanguard Index Fds Uit Exchange Traded (VUG)	0.1	$570k	-29%	1.5k	374.01	View chart
Ishares Tr Uit Exchange Traded (HYXF)	0.1	$557k		12k	45.17	View chart
Franklin Bsp Capital Corporation Closed End Mutl Fund	0.1	$556k	+1462%	234k	2.37	View chart
Bnp Paribas Medium0 27f Due 10/06/27 Foreign Bonds (us $)	0.1	$512k		450k	1.14	View chart
Bnp Paribas Medium0 24f Due 10/07/24 Foreign Bonds (us $)	0.1	$509k		450k	1.13	View chart
Pacer Fds Tr Uit Exchange Traded (COWZ)	0.1	$505k	NEW	9.3k	54.49	View chart
Intel Corp Common Stock (INTC)	0.1	$484k		16k	30.97	View chart
Lockheed Martin Corp Common Stock (LMT)	0.1	$475k	-3%	1.0k	467.10	View chart
Invesco Qqq Tr Uit Exchange Traded (QQQ)	0.1	$415k	-40%	866.00	479.11	View chart
Indexiq Etf Tr Uit Exchange Traded (IQSU)	0.1	$398k	+5%	8.8k	45.47	View chart
Ishares Tr Uit Exchange Traded (USXF)	0.1	$392k	+5%	8.4k	46.58	View chart
J P Morgan Exchange Traded F Uit Exchange Traded (JEPI)	0.1	$382k	NEW	6.7k	56.68	View chart
Spdr Gold Tr Uit Exchange Traded (GLD)	0.1	$381k	-15%	1.8k	215.01	View chart
Dbx Etf Tr Uit Exchange Traded (USSG)	0.1	$343k	+4%	6.7k	51.10	View chart
Barclays Bk Plc / 0 25f Due 08/05/25 Foreign Bonds (us $)	0.1	$336k		339k	0.99	View chart
Ishares Tr Uit Exchange Traded (IWM)	0.1	$334k	+162%	1.6k	202.89	View chart
Vanguard Bd Index Fds Uit Exchange Traded (BND)	0.1	$331k		4.6k	72.05	View chart
Ishares Tr Uit Exchange Traded (SUSC)	0.1	$328k	+1038%	14k	22.72	View chart
Dbx Etf Tr Uit Exchange Traded (SNPE)	0.1	$322k	+4%	6.4k	50.06	View chart
Ishares Tr Uit Exchange Traded (IWV)	0.1	$312k		1.0k	308.67	View chart
Morgan Stanley Fin 0 27 Due 05/04/27 Corporate Bonds	0.1	$279k		300k	0.93	View chart
Vanguard Dividend Appreciation Index Adm Equity Funds (VDADX)	0.1	$277k		5.6k	49.55	View chart
First Tr Exchng Traded Fd Vi Uit Exchange Traded (GFEB)	0.1	$276k	-48%	7.8k	35.43	View chart
Spdr Ser Tr Uit Exchange Traded (SPLG)	0.1	$272k	NEW	4.3k	64.00	View chart
Bnp Paribas Medium0 28f Due 02/07/28 Foreign Bonds (us $)	0.1	$270k		234k	1.15	View chart
Vanguard World Uit Exchange Traded (VSGX)	0.1	$260k	+5%	4.5k	57.27	View chart
RBB Uit Exchange Traded (TMFG)	0.1	$251k		8.5k	29.42	View chart
Ishares Tr Uit Exchange Traded (EFG)	0.1	$250k	-2%	2.4k	102.28	View chart
Ishares Tr Uit Exchange Traded (MBB)	0.1	$249k	-17%	2.7k	91.81	View chart
Ishares Tr Uit Exchange Traded (EFV)	0.1	$249k		4.7k	53.04	View chart
Ishares Tr Uit Exchange Traded (SUSB)	0.1	$246k	+19%	10k	24.49	View chart
Lord Abbett Short Duration Income I Ntf Bond Funds (LLDYX)	0.1	$245k	+133%	64k	3.84	View chart
Nvidia Corporation Common Stock (NVDA)	0.1	$238k	+1082%	1.9k	123.54	View chart
Spdr S&p 500 Etf Tr Uit Exchange Traded (SPY)	0.1	$235k	+44%	431.00	544.22	View chart
Bnp Paribas Medium0 24f Due 08/06/24 Foreign Bonds (us $)	0.1	$226k		200k	1.13	View chart
First Tr Exchange-traded Uit Exchange Traded (FTCS)	0.1	$223k	-26%	2.6k	84.04	View chart
Lowes Cos Common Stock (LOW)	0.1	$222k		1.0k	220.46	View chart
Bitwise Bitcoin Etf Tr Uit Exchange Traded (BITB)	0.1	$218k	NEW	6.7k	32.69	View chart
Bnp Paribas Medium0 27f Due 09/07/27 Foreign Bonds (us $)	0.1	$215k		200k	1.07	View chart
Ab Large Cap Growth Advisor Equity Funds (APGYX)	0.1	$213k	-50%	1.9k	111.16	View chart
Invesco Actvely Mngd Etc Uit Exchange Traded (PDBC)	0.1	$213k	+924%	15k	14.05	View chart
Vanguard Scottsdale Fds Uit Exchange Traded (VGLT)	0.1	$212k	+28176%	3.7k	57.68	View chart
Ishares Tr Uit Exchange Traded (USMV)	0.1	$205k	-2%	2.4k	83.96	View chart
Morgan Stanley 0 28 Due 01/03/28 Corporate Bonds	0.1	$203k		200k	1.01	View chart
Ishares Tr Uit Exchange Traded (IWB)	0.1	$203k	-25%	681.00	297.43	View chart
Nushares Etf Tr Uit Exchange Traded (NUBD)	0.0	$199k	+7%	9.1k	21.82	View chart
Nushares Etf Tr Uit Exchange Traded (NUHY)	0.0	$198k		9.5k	20.92	View chart
Invesco Steelpath Mlp Income A Ntf Equity Funds (MLPDX)	0.0	$197k	-32%	34k	5.78	View chart
Cion Invt Corp Common Stock (CION)	0.0	$197k		16k	12.12	View chart
Bnp Paribas Medium0 25f Due 04/07/25 Foreign Bonds (us $)	0.0	$194k		200k	0.97	View chart
Vanguard Index Fds Uit Exchange Traded (VOO)	0.0	$194k	-2%	388.00	500.46	View chart
Ishares Tr Uit Exchange Traded (MTUM)	0.0	$188k	-13%	966.00	194.87	View chart
Solventum Corp Common Stock (SOLV)	0.0	$180k	NEW	3.4k	53.01	View chart
Schwab Government Money Inv Schwab Non-sweep Mmf (SNVXX)	0.0	$180k	NEW	180k	1.00	View chart
Fidelity 500 Index Equity Funds (FXAIX)	0.0	$179k		943.00	190.26	View chart
BP American Depository (BP)	0.0	$178k		4.9k	36.10	View chart
Vanguard Large Cap Index Admiral Equity Funds (VLCAX)	0.0	$177k		1.4k	126.08	View chart
Vanguard World Uit Exchange Traded (VCEB)	0.0	$175k	+30%	2.8k	62.06	View chart
Bluerock Total Income Real Estate A Ntf Equity Funds (TIPRX)	0.0	$171k		6.3k	27.11	View chart
Vanguard Index Fds Uit Exchange Traded (VTI)	0.0	$165k	-7%	616.00	267.63	View chart
Pimco Etf Tr Uit Exchange Traded (BOND)	0.0	$165k	-11%	1.8k	91.05	View chart
Ishares Tr Uit Exchange Traded (IWF)	0.0	$164k	-17%	451.00	364.51	View chart
Fidelity Advisor New Insights I Equity Funds (FINSX)	0.0	$163k		3.9k	42.24	View chart
Vanguard Tax-managed Balanced Adm Equity Funds (VTMFX)	0.0	$163k		3.7k	43.56	View chart
Lord Abbett Floating Rate I Ntf Bond Funds (LFRIX)	0.0	$160k	+79%	20k	8.16	View chart
Vanguard Intl Equity Index F Uit Exchange Traded (VSS)	0.0	$159k	+644%	1.4k	117.51	View chart
Fidelity Fund Equity Funds (FFIDX)	0.0	$157k		1.7k	90.56	View chart
SSgA Active Trust Technology Select Sector SPDR ETF Domestic Equities	0.0	$156k	NEW	689.00	226.66	View chart
American Funds American Balanced A Load Equity Fund (ABALX)	0.0	$155k		4.5k	34.56	View chart
Ishares Tr Uit Exchange Traded (TIP)	0.0	$155k	-66%	1.5k	106.74	View chart
Calamos Market Neutral Income I Ntf Equity Funds (CMNIX)	0.0	$149k	-34%	10k	14.59	View chart
Pimco Etf Tr Uit Exchange Traded (LDUR)	0.0	$148k	+127%	1.6k	94.67	View chart
Fidelity Merrimack Str Tr Uit Exchange Traded (FBND)	0.0	$144k	+12%	3.2k	44.93	View chart
J P Morgan Exchange Traded F Uit Exchange Traded (JPEM)	0.0	$144k	NEW	2.7k	54.08	View chart
Healthcare Trust Real Estate Investme	0.0	$140k		11k	13.00	View chart
PIMCO Income Fund Class Institutional Domestic Fixed Income	0.0	$139k	NEW	13k	10.48	View chart
Ishares Tr Uit Exchange Traded (ESGD)	0.0	$138k		1.8k	78.78	View chart
Allspring Ultra Short-term Income Inst Bond Funds (SADIX)	0.0	$138k	+318%	16k	8.73	View chart
Vanguard World Uit Exchange Traded (MGK)	0.0	$137k	-23%	437.00	314.21	View chart
Vanguard 500 Index Admiral Equity Funds (VFIAX)	0.0	$136k	-4%	269.00	503.96	View chart
Vanguard Wellesley Income Admiral Equity Funds (VWIAX)	0.0	$135k	+435%	2.2k	60.49	View chart
Mairs & Power Balanced Inv Equity Funds (MAPOX)	0.0	$130k	-12%	1.2k	106.19	View chart
Columbia Convertible Securities Inst2 Ntf Bond Funds (COCRX)	0.0	$129k	-54%	6.2k	20.74	View chart
Ishares Tr Uit Exchange Traded (IJH)	0.0	$129k	+109%	2.2k	58.52	View chart
Eaton Vance Government Opportunities I Bond Funds (EIGOX)	0.0	$120k	-15%	23k	5.22	View chart
American Funds Income Fund Of Amer A Load Equity Fund (AMECX)	0.0	$120k		5.0k	24.10	View chart
Visa Common Stock (V)	0.0	$119k	+606%	452.00	262.47	View chart
Invesco Exch Traded Fd Tr Ii Uit Exchange Traded (QQQM)	0.0	$118k	+79%	600.00	197.11	View chart
Bnp Paribas Medium0 27f Due 11/04/27 Foreign Bonds (us $)	0.0	$118k		100k	1.18	View chart
Costco Whsl Corp Common Stock (COST)	0.0	$117k	-19%	138.00	849.99	View chart
Invesco Exchange Traded Fd T Uit Exchange Traded (SPGP)	0.0	$114k	NEW	1.1k	102.78	View chart
Goldman Sachs Etf Tr Uit Exchange Traded (GSST)	0.0	$113k	-9%	2.2k	50.36	View chart
Schwab Total Stock Market Index Schwab Mutl Funds (SWTSX)	0.0	$111k	NEW	1.2k	91.99	View chart
Fs Specialty Lending Fund Closed End Mutl Fund	0.0	$110k	-24%	32k	3.47	View chart
Schwab Strategic Tr Uit Exchange Traded (SCHX)	0.0	$108k	NEW	814.00	132.14	View chart
Te Connectivity Foreign Ordinaries (TEL)	0.0	$107k		713.00	150.43	View chart
Ishares Tr Uit Exchange Traded (IEF)	0.0	$106k	-5%	1.1k	93.65	View chart
American Centy Etf Tr Uit Exchange Traded (QGRO)	0.0	$105k	NEW	1.2k	85.97	View chart
Exxon Mobil Corp Common Stock (XOM)	0.0	$105k	-28%	911.00	115.12	View chart
Vanguard Value Index Adm Equity Funds (VVIAX)	0.0	$103k		1.6k	62.58	View chart
Morgan Stanley 0 27 Due 12/03/27 Corporate Bonds	0.0	$103k		100k	1.03	View chart
Thornburg Investment Income Builder I Equity Funds (TIBIX)	0.0	$103k	-46%	4.0k	25.55	View chart
Vanguard Small Cap Index Adm Equity Funds (VSMAX)	0.0	$102k		979.00	104.62	View chart
Citigroup Inc. 0 27 Due 09/03/27 Corporate Bonds	0.0	$100k		100k	1.00	View chart
Vanguard World Uit Exchange Traded (MGV)	0.0	$100k		843.00	118.50	View chart
SSgA Active Trust Health Care Select Sector SPDR Domestic Equities	0.0	$98k	NEW	674.00	145.88	View chart
Credit Suisse Grou0 25f Due 05/02/25 Foreign Bonds (us $)	0.0	$98k		100k	0.98	View chart
Federated Hermes Ultrashort Bond Is Bond Funds (FULIX)	0.0	$97k	+97%	11k	9.22	View chart
Powershares Actively Managed Uit Exchange Traded (GTO)	0.0	$97k	-2%	2.1k	46.36	View chart
Capital One, Ntnl 3.2 27cd Fdic Ins Due 06/15/27us Certificate Deposit	0.0	$96k	NEW	100k	0.96	View chart
Northrop Grumman Corp Common Stock (NOC)	0.0	$94k		215.00	435.95	View chart
Vanguard Index Fds Uit Exchange Traded (VBR)	0.0	$94k	-29%	513.00	182.59	View chart
Vanguard Scottsdale Fds Uit Exchange Traded (VCSH)	0.0	$93k	+124%	1.2k	77.25	View chart
Vanguard Small Cap Value Index Admiral Equity Funds (VSIAX)	0.0	$93k		1.2k	78.39	View chart
Powershares Actively Managed Uit Exchange Traded (GSY)	0.0	$93k	-15%	1.9k	49.90	View chart
Ishares Tr Uit Exchange Traded (GOVT)	0.0	$92k	-40%	4.1k	22.57	View chart
Spdr Index Shs Fds Uit Exchange Traded (SPDW)	0.0	$92k	-43%	2.6k	35.08	View chart
Dominion Energy Common Stock (D)	0.0	$92k		1.9k	49.00	View chart
Conocophillips Common Stock (COP)	0.0	$91k	-6%	794.00	114.38	View chart
Vanguard Index Fds Uit Exchange Traded (VB)	0.0	$90k	-32%	338.00	266.60	View chart
Ishares Tr Uit Exchange Traded (TLH)	0.0	$90k	-21%	874.00	102.70	View chart
Morgan Stanley Fin 0 27 Due 04/05/27 Corporate Bonds	0.0	$89k		100k	0.89	View chart
Schwab Strategic Tr Uit Exchange Traded (FNDX)	0.0	$87k		70.00	1242.00	View chart
Citigroup Inc. 0 26 Due 11/05/26 Corporate Bonds	0.0	$81k		80k	1.01	View chart
Ishares Tr Uit Exchange Traded (IEI)	0.0	$79k	+2%	686.00	115.47	View chart
Pimco Etf Tr Uit Exchange Traded (MINT)	0.0	$78k	-15%	779.00	100.65	View chart
Bnp Paribas Medium0 24f Due 11/04/24 Foreign Bonds (us $)	0.0	$78k		80k	0.98	View chart
Apogee Enterprises Common Stock (APOG)	0.0	$75k	NEW	1.2k	62.84	View chart
Pr Elec Pwr Auth 5 24pwr Util Due 07/01/24assured Guaranty Mun Muni Bonds	0.0	$75k		75k	1.00	View chart
Wp Carey Real Estate Investme (WPC)	0.0	$75k		1.4k	55.05	View chart
Invesco Exchange Traded Fd T Uit Exchange Traded (PRF)	0.0	$74k	-20%	2.0k	37.95	View chart
Home Depot Common Stock (HD)	0.0	$74k		214.00	344.24	View chart
Ishares Tr Uit Exchange Traded (IWD)	0.0	$74k	-19%	422.00	174.47	View chart
Ishares Tr Uit Exchange Traded (IFRA)	0.0	$73k		1.7k	42.12	View chart
Franklin Rising Dividends A Ntf Equity Funds (FRDPX)	0.0	$72k	NEW	776.00	93.25	View chart
American Funds Fundamental Invs A Load Equity Fund (ANCFX)	0.0	$72k	NEW	890.00	81.14	View chart
RBB Uit Exchange Traded (UTEN)	0.0	$72k	NEW	1.7k	43.45	View chart
Vanguard Bd Index Fds Uit Exchange Traded (BIV)	0.0	$72k	-17%	957.00	74.87	View chart
Vanguard Scottsdale Fds Uit Exchange Traded (VGIT)	0.0	$72k	NEW	1.2k	58.23	View chart
Invesco Exchange Traded Fd T Uit Exchange Traded (XSVM)	0.0	$72k	NEW	1.4k	52.38	View chart
Kbs Real Estate Investment Trust Iii Real Estate Investme	0.0	$71k		13k	5.60	View chart
Vanguard Malvern Fds Uit Exchange Traded (VTIP)	0.0	$70k	-40%	1.4k	48.55	View chart
Mainstay Winslow Large Cap Growth I Equity Funds (MLAIX)	0.0	$69k	NEW	5.3k	12.98	View chart
Nuveen Pfd & Income Opportun Closed End Mutl Fund (JPC)	0.0	$69k		9.2k	7.47	View chart
Ishares Tr Uit Exchange Traded (EMB)	0.0	$67k	-22%	760.00	88.48	View chart
Mfs Municipal High Income A Bond Funds (MMHYX)	0.0	$67k		9.0k	7.46	View chart
Barings Bdc Common Stock (BBDC)	0.0	$67k		6.9k	9.73	View chart
BlackRock Institutional Trust Company N.A. iShares International Aggregate Bond Fund Fixed Income	0.0	$66k	NEW	1.3k	49.93	View chart
American Beacon AHL Managed Futures Strategy Fund Y Class Other Alternatives	0.0	$65k	NEW	6.1k	10.60	View chart
Nestle S A Fsponsored Adr 1 Adr Reps 1 Ord American Depository (NSRGY)	0.0	$65k	-31%	634.00	102.45	View chart
Steel Dynamics Common Stock (STLD)	0.0	$65k	-57%	500.00	129.50	View chart
Ishares Tr Uit Exchange Traded (IJR)	0.0	$64k	-63%	604.00	106.66	View chart
Amg Beutel Goodman Core Plus Bond I Bond Funds (ADLIX)	0.0	$64k	+515%	7.4k	8.70	View chart
Independence Rlty Tr Real Estate Investme (IRT)	0.0	$64k	NEW	3.4k	18.74	View chart
Putnam Dynamic Asset Allocation Cnsrv Y Ntf Equity Funds (PACYX)	0.0	$64k		6.0k	10.68	View chart
Vanguard Index Fds Uit Exchange Traded (VOT)	0.0	$64k	-46%	277.00	229.56	View chart
Stanley Black & Decker Common Stock (SWK)	0.0	$63k	-15%	792.00	79.89	View chart
RBB Uit Exchange Traded (XBIL)	0.0	$63k	NEW	1.3k	50.08	View chart
RBB Uit Exchange Traded (OBIL)	0.0	$63k	NEW	1.3k	49.87	View chart
Ishares Tr Uit Exchange Traded (OEF)	0.0	$60k		228.00	264.30	View chart
Janus Detroit Str Tr Uit Exchange Traded (VNLA)	0.0	$60k	-19%	1.2k	48.54	View chart
Cambria Etf Tr Uit Exchange Traded (SYLD)	0.0	$60k	NEW	876.00	68.28	View chart
Invesco Exch Trd Slf Idx Uit Exchange Traded (BSCO)	0.0	$59k	-22%	2.8k	21.06	View chart
J P Morgan Exchange Traded F Uit Exchange Traded (JMUB)	0.0	$58k	NEW	1.2k	50.38	View chart
SSgA Active Trust Communication Services Select Sector SPDR Fund Domestic Equities	0.0	$58k	NEW	674.00	85.74	View chart
Invesco Exch Trd Slf Idx Uit Exchange Traded (BSCP)	0.0	$57k		2.8k	20.45	View chart
Siemens A G Fsponsored Adr 1 Adr Reps 0.5 Ord American Depository (SIEGY)	0.0	$56k	-3%	602.00	93.25	View chart
Phillips 66 Common Stock (PSX)	0.0	$56k	-8%	397.00	141.17	View chart
Spdr Ser Tr Uit Exchange Traded (SPTS)	0.0	$56k	-41%	1.9k	28.87	View chart
Vanguard Scottsdale Fds Uit Exchange Traded (VCIT)	0.0	$55k	+68600%	687.00	79.93	View chart
Ishares Tr Uit Exchange Traded (AGG)	0.0	$55k	+2868%	564.00	97.07	View chart
SSgA Active Trust Consumer Discretionary Select Sector SPDR Domestic Equities	0.0	$55k	NEW	300.00	181.89	View chart

Past Filings by Financial Gravity Asset Management

SEC 13F filings are viewable for Financial Gravity Asset Management going back to 2018

Financial Gravity Asset Management 2024 Q2 filed Aug. 6, 2024
Financial Gravity Asset Management 2023 Q4 amended filed June 26, 2024
Financial Gravity Asset Management 2024 Q1 amended filed June 26, 2024
Financial Gravity Asset Management 2024 Q1 filed May 13, 2024
Financial Gravity Asset Management 2023 Q4 filed Feb. 15, 2024
Financial Gravity Asset Management 2023 Q3 filed Nov. 16, 2023
Financial Gravity Asset Management 2023 Q2 filed Aug. 9, 2023
Financial Gravity Asset Management 2023 Q1 filed May 12, 2023
Financial Gravity Asset Management 2022 Q4 filed Feb. 15, 2023
Financial Gravity Asset Management 2022 Q3 filed Nov. 3, 2022
Financial Gravity Asset Management 2022 Q2 filed Aug. 5, 2022
Financial Gravity Asset Management 2022 Q1 filed May 13, 2022
Financial Gravity Asset Management 2021 Q4 filed Feb. 11, 2022
Financial Gravity Asset Management 2021 Q3 filed Nov. 12, 2021
Sofos Investments 2021 Q2 filed Aug. 11, 2021
Sofos Investments 2021 Q1 filed May 17, 2021

View all past filings

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