Financial Gravity Wealth
Latest statistics and disclosures from Financial Gravity Asset Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are Pimco Incm I mutual fund, Blackrock Tech Opportunities Fd Inst, GOOGL, BIL, Parametric Commodity Strategy, and represent 23.43% of Financial Gravity Asset Management's stock portfolio.
- Added to shares of these 10 stocks: Blackrock Tech Opportunities Fd Inst, Parametric Commodity Strategy, Blackrock H/y Bd Port, IBB, IYR, OXY, VRSK, XLK, SOXX, Experian.
- Started 120 new stock positions in IBB, Essilor Intl S A, Assisted Living Concepts, STC, Zimvie, Blackrock Tech Opportunities Fd Inst, Exacttarget, ARE, Apple Hospitality Reit, GBDC.
- Reduced shares in these 10 stocks: FLOT, AMZN, , BIL, DTEC, ARKK, Pimco Incm I mutual fund, Pimco Emerging Marketsbond Ins, , .
- Sold out of its positions in Amr, Avid Bioservices, Iron Mtn, Wal Mart De Mexico Sa De Cv Spon Adr Rep, AGCO, Naspers, Avient Corporation, Tal Ed Group Ads Repstg, Bit Mining Limited Spon Adr Rep A, American Homes 4 Rent Cl A.
- Financial Gravity Asset Management was a net seller of stock by $-2.5M.
- Financial Gravity Asset Management has $4.9M in assets under management (AUM), dropping by -35.41%.
- Central Index Key (CIK): 0001741736
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Portfolio Holdings for Financial Gravity Asset Management
Companies in the Financial Gravity Asset Management portfolio as of the March 2022 quarterly 13F filing
Financial Gravity Asset Management has 905 total positions. Only the first 250 positions are shown.
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- Download the Financial Gravity Asset Management March 2022 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Pimco Incm Fd Inst Cl Mutual Fund | 6.4 | $316k | -27% | 121.00 | 2607.55 | |
| Blackrock Tech Opportunities Fd Inst Mutual Fund | 5.7 | $280k | NEW | 990.00 | 283.04 | |
| Alphabet Com Cl A (GOOGL) | 5.1 | $250k | -22% | 83k | 3.00 | |
| Spdr Ser Tr Etf (BIL) | 3.5 | $172k | -56% | 3.5k | 49.69 | |
| Parametric Cmdy Strat Cl Inst Mutual Fund | 2.7 | $135k | NEW | 128.00 | 1052.38 | |
| Amazon (AMZN) | 2.6 | $126k | -70% | 36k | 3.50 | |
| Vanguard Index Fds Etf (VNQ) | 1.9 | $92k | -49% | 2.3k | 40.46 | |
| Mastercard Incorporated Stock (MA) | 1.8 | $91k | -18% | 11k | 7.94 | |
| Blackrock High Yield Bond Instl Mutual Fund | 1.7 | $83k | NEW | 63.00 | 1319.29 | |
| Invesco Actively Managed Etf Etf (GSY) | 1.5 | $74k | -24% | 1.1k | 67.64 | |
| Ishares Tr Etf (FLOT) | 1.5 | $74k | -89% | 918.00 | 80.08 | |
| Ishares Tr Etf (IGSB) | 1.4 | $67k | -26% | 1.1k | 58.44 | |
| Ishares Tr Etf (HYG) | 1.3 | $66k | -31% | 2.1k | 31.07 | |
| Select Sector Spdr Tr Etf (XLE) | 1.2 | $61k | +12% | 1.4k | 42.54 | |
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| Vanguard Bd Index Fds Etf (BIV) | 1.2 | $59k | -32% | 2.1k | 27.48 | |
| Ishares Tr Etf (IYR) | 1.2 | $58k | +12860% | 1.9k | 30.01 | |
| Ishares Tr Etf (IBB) | 1.2 | $58k | NEW | 2.3k | 24.74 | |
| Ssga Active Etf Tr Etf (SRLN) | 1.1 | $54k | -41% | 1.4k | 40.22 | |
| Schwab Strategic Tr Etf (SCHO) | 1.0 | $50k | -20% | 850.00 | 58.68 | |
| Bristol-myers Squibb Stock (BMY) | 1.0 | $49k | 2.4k | 20.48 | ||
| American Express Stock (AXP) | 0.9 | $46k | +66% | 7.7k | 5.94 | |
| Ishares Tr Etf (TLT) | 0.9 | $43k | -36% | 2.6k | 16.14 | |
| Ishares Tr Etf (SHY) | 0.9 | $42k | -38% | 1.6k | 26.59 | |
| Ishares Tr Etf (LQD) | 0.8 | $40k | -39% | 2.2k | 18.35 | |
| Ishares Tr Etf (TIP) | 0.8 | $40k | -47% | 2.4k | 16.81 | |
| Msci Stock (MSCI) | 0.7 | $37k | -29% | 12k | 3.05 | |
| Vanguard Bd Index Fds Etf (BLV) | 0.7 | $37k | -40% | 1.7k | 22.05 | |
| Ishares Tr Etf (IEF) | 0.7 | $36k | -36% | 2.0k | 17.83 | |
| Fidelity Natl Information Sv Stock (FIS) | 0.7 | $36k | +198% | 2.6k | 13.88 | |
| Check Point Software Tech Lt Stock (CHKP) | 0.7 | $35k | +52% | 6.1k | 5.79 | |
| Verisk Analytics Stock (VRSK) | 0.7 | $35k | +1495% | 4.1k | 8.58 | |
| Occidental Pete Corp Stock (OXY) | 0.7 | $34k | NEW | 1.0k | 33.47 | |
| Schwab Strategic Tr Etf (SCHR) | 0.6 | $32k | -23% | 901.00 | 35.42 | |
| Ishares Tr Etf (SOXX) | 0.6 | $31k | +772% | 9.5k | 3.32 | |
| Carrier Global Corporation Stock (CARR) | 0.6 | $31k | +204% | 1.2k | 27.02 | |
| Select Sector Spdr Tr Etf (XLK) | 0.6 | $30k | +1636% | 3.0k | 10.05 | |
| Aon Stock | 0.6 | $30k | +90% | 12k | 2.46 | |
| Proshares Tr Etf (TBT) | 0.6 | $29k | -11% | 420.00 | 69.85 | |
| Marathon Oil Corp Stock (MRO) | 0.6 | $29k | +22% | 450.00 | 65.04 | |
| Dassault Sys S A Adr (DASTY) | 0.6 | $29k | +6% | 2.1k | 13.61 | |
| Verisign Stock (VRSN) | 0.6 | $28k | -58% | 4.7k | 5.96 | |
| Icon Stock (ICLR) | 0.5 | $27k | 11k | 2.34 | ||
| Experian Adr | 0.5 | $26k | NEW | 1.4k | 18.31 | |
| Customers Bancorp Stock (CUBI) | 0.5 | $26k | -34% | 1.1k | 22.73 | |
| Booking Holdings Stock (BKNG) | 0.5 | $26k | +413% | 49k | 0.52 | |
| Vanguard Malvern Fds Etf (VTIP) | 0.5 | $25k | -24% | 1.1k | 22.25 | |
| Sony Group Corporation Adr (SONY) | 0.5 | $24k | +6% | 4.4k | 5.43 | |
| Chevron Corp Stock (CVX) | 0.5 | $24k | +1502% | 3.7k | 6.33 | |
| Conocophillips Stock (COP) | 0.5 | $24k | NEW | 1.9k | 12.41 | |
| Exxon Mobil Corp Stock (XOM) | 0.5 | $23k | +226% | 2.0k | 11.60 | |
| Peoples United Financial Stock (PBCT) | 0.5 | $23k | -9% | 440.00 | 52.15 | |
| Invesco Exch Traded Fd Tr Ii Etf (PCY) | 0.5 | $22k | -11% | 23.00 | 976.04 | |
| Eog Res Stock (EOG) | 0.4 | $22k | +1705% | 3.2k | 6.82 | |
| Antero Resources Corp Stock (AR) | 0.4 | $21k | NEW | 558.00 | 37.81 | |
| Novartis Adr (NVS) | 0.4 | $21k | +275% | 2.3k | 9.16 | |
| Match Group Stock (MTCH) | 0.4 | $21k | +1468% | 2.1k | 10.01 | |
| Iac Interactivecorp Stock | 0.4 | $20k | +1350% | 1.9k | 10.61 | |
| Taiwan Semiconductor Mfg Adr (TSM) | 0.4 | $20k | -51% | 3.2k | 6.21 | |
| Smith & Nephew Adr (SNN) | 0.4 | $20k | +19% | 1.4k | 14.50 | |
| Lloyds Banking Group Adr (LYG) | 0.4 | $19k | 82.00 | 234.50 | ||
| Pimco Etf Tr Etf (HYS) | 0.4 | $19k | -31% | 1.6k | 11.68 | |
| Schlumberger Stock (SLB) | 0.3 | $17k | NEW | 738.00 | 23.29 | |
| Glaxosmithkline Adr (GSK) | 0.3 | $17k | +316% | 1.1k | 15.61 | |
| Activision Blizzard Stock (ATVI) | 0.3 | $17k | +1294% | 1.5k | 11.21 | |
| Asml Holding N V Adr Sponsored (ASML) | 0.3 | $17k | -33% | 17k | 1.00 | |
| L Oreal Adr | 0.3 | $17k | +784% | 1.7k | 9.89 | |
| Lvmh Moet Hennessy Lou Vuitton Adr (LVMUY) | 0.3 | $17k | +1622% | 2.9k | 5.76 | |
| Sap Se Adr (SAP) | 0.3 | $16k | +230% | 2.8k | 5.90 | |
| Relx Adr (RELX) | 0.3 | $16k | +1778% | 620.00 | 26.23 | |
| Freeport-mcmoran Stock (FCX) | 0.3 | $16k | NEW | 900.00 | 18.04 | |
| Kddi Corp Adr | 0.3 | $16k | +2033% | 320.00 | 50.38 | |
| Hess Corp Stock (HES) | 0.3 | $16k | +189% | 1.9k | 8.24 | |
| Axos Financial Stock (AX) | 0.3 | $15k | -33% | 1.0k | 15.11 | |
| BlackRock (BLK) | 0.3 | $15k | -33% | 15k | 1.00 | |
| Marathon Pete Corp Stock (MPC) | 0.3 | $15k | +840% | 1.8k | 8.42 | |
| Toronto Dominion Bk Ont Stock (TD) | 0.3 | $15k | +1079% | 1.8k | 8.34 | |
| Ubs Group Stock | 0.3 | $15k | -23% | 400.00 | 37.40 | |
| Alcon Inc Ord Stock | 0.3 | $15k | NEW | 1.5k | 9.66 | |
| Schneider Electric Se Adr (SBGSY) | 0.3 | $14k | +815% | 714.00 | 20.18 | |
| Cae Stock (CAE) | 0.3 | $14k | -51% | 728.00 | 19.04 | |
| Essilor Intl S A Adr | 0.3 | $14k | NEW | 1.7k | 7.92 | |
| Valero Energy Corp Stock (VLO) | 0.3 | $14k | NEW | 2.4k | 5.66 | |
| Total Adr | 0.3 | $14k | +2085% | 1.1k | 12.92 | |
| Vale S A Adr (VALE) | 0.3 | $14k | +28% | 360.00 | 38.40 | |
| Intercontinental Hotels Grou Adr (IHG) | 0.3 | $14k | -22% | 1.7k | 8.26 | |
| Centene Corp Del Stock (CNC) | 0.3 | $13k | -15% | 3.6k | 3.68 | |
| Petroleo Brasileiro Sa Petro Adr (PBR) | 0.3 | $13k | +29% | 285.00 | 46.40 | |
| Thermo Fisher Scientific Stock (TMO) | 0.3 | $13k | +36% | 24k | 0.56 | |
| Gilead Sciences Stock (GILD) | 0.2 | $12k | -32% | 2.4k | 5.07 | |
| Stmicroelectronics N V Adr (STM) | 0.2 | $12k | -35% | 1.1k | 11.37 | |
| Nintendo Adr (NTDOY) | 0.2 | $12k | +1963% | 1.2k | 10.19 | |
| Schwab Charles Corp Stock (SCHW) | 0.2 | $11k | -25% | 1.5k | 7.57 | |
| Logitech Intl S A Adr (LOGI) | 0.2 | $11k | -34% | 1.8k | 6.27 | |
| Nxp Semiconductors N V Stock (NXPI) | 0.2 | $11k | -35% | 8.5k | 1.30 | |
| Mercadolibre Adr (MELI) | 0.2 | $11k | -60% | 29k | 0.38 | |
| Bk Of America Corp Stock (BAC) | 0.2 | $11k | -23% | 943.00 | 11.34 | |
| First Rep Bk San Francisco C Stock (FRC) | 0.2 | $11k | -38% | 2.9k | 3.61 | |
| Veolia Environment Adr (VEOEY) | 0.2 | $11k | -37% | 768.00 | 13.69 | |
| Abb Adr (ABB) | 0.2 | $10k | NEW | 608.00 | 17.12 | |
| Vertex Pharmaceuticals Stock (VRTX) | 0.2 | $10k | +173% | 7.8k | 1.31 | |
| Transocean Stock (RIG) | 0.2 | $10k | NEW | 90.00 | 113.80 | |
| Regeneron Pharmaceuticals Stock (REGN) | 0.2 | $10k | +154% | 21k | 0.49 | |
| Sinovac Biotech Stock (SVA) | 0.2 | $9.9k | 144.00 | 69.00 | ||
| Aercap Holdings Nv Stock (AER) | 0.2 | $9.7k | -43% | 1.3k | 7.72 | |
| Quest Diagnostics Stock (DGX) | 0.2 | $9.6k | -58% | 4.2k | 2.26 | |
| Elbit Sys Stock (ESLT) | 0.2 | $9.6k | -11% | 4.6k | 2.07 | |
| Mckesson Corp Stock (MCK) | 0.2 | $9.5k | 8.6k | 1.11 | ||
| Hive Blockchain Technologies Stock | 0.2 | $9.5k | -26% | 214.00 | 44.50 | |
| Itau Unibanco Hldg S A Adr (ITUB) | 0.2 | $9.5k | +22% | 132.00 | 71.67 | |
| Cardinal Health Stock (CAH) | 0.2 | $9.4k | -4% | 1.7k | 5.68 | |
| Kb Finl Group Adr (KB) | 0.2 | $9.4k | -39% | 2.0k | 4.78 | |
| Nokia Corp Adr (NOK) | 0.2 | $9.2k | -42% | 100.00 | 92.20 | |
| Pfizer Stock (PFE) | 0.2 | $9.0k | +137% | 1.4k | 6.44 | |
| Coterra Energy Stock | 0.2 | $9.0k | NEW | 486.00 | 18.59 | |
| Kinder Morgan Inc Del Stock (KMI) | 0.2 | $9.0k | NEW | 342.00 | 26.21 | |
| Ferrari N V Stock (RACE) | 0.2 | $8.8k | -38% | 5.2k | 1.68 | |
| Pioneer Nat Res Stock (PXD) | 0.2 | $8.7k | NEW | 4.5k | 1.94 | |
| Molina Healthcare Stock (MOH) | 0.2 | $8.7k | +203% | 8.7k | 1.00 | |
| Abbvie Stock (ABBV) | 0.2 | $8.7k | +1460% | 4.2k | 2.06 | |
| Marcus & Millichap Stock | 0.2 | $8.6k | +662% | 1.2k | 7.36 | |
| United Therapeutics Corp Del Stock (UTHR) | 0.2 | $8.5k | +139% | 4.7k | 1.83 | |
| Steris Stock (STE) | 0.2 | $8.5k | +153% | 6.8k | 1.25 | |
| Public Storage Reit (PSA) | 0.2 | $8.1k | NEW | 8.6k | 0.94 | |
| Infineon Technologies Adr (IFNNY) | 0.2 | $7.9k | -45% | 850.00 | 9.35 | |
| Icici Bank Adr (IBN) | 0.2 | $7.9k | -9% | 361.00 | 21.95 | |
| First Indl Rlty Tr Reit (FR) | 0.2 | $7.9k | +416% | 1.4k | 5.81 | |
| Fabrinet Stock (FN) | 0.2 | $7.8k | -62% | 2.1k | 3.73 | |
| Tesla Motors (TSLA) | 0.2 | $7.8k | -15% | 7.2k | 1.09 | |
| UnitedHealth (UNH) | 0.2 | $7.7k | -51% | 13k | 0.60 | |
| Cigna Corp Stock (CI) | 0.2 | $7.7k | +272% | 6.0k | 1.27 | |
| Invitation Homes Stock | 0.2 | $7.6k | +388% | 880.00 | 8.68 | |
| Laboratory Corp Amer Hldgs Stock (LH) | 0.2 | $7.6k | -29% | 6.9k | 1.11 | |
| Mid-amer Apt Cmntys Reit (MAA) | 0.2 | $7.6k | +401% | 4.6k | 1.65 | |
| Teck Resources Stock | 0.2 | $7.6k | NEW | 800.00 | 9.45 | |
| Symmetry Panoramic Us Eqty I Mutual Fund | 0.2 | $7.5k | -20% | 84.00 | 89.21 | |
| Eni S P A Adr (E) | 0.2 | $7.5k | NEW | 522.00 | 14.34 | |
| Boston Properties Reit (BXP) | 0.2 | $7.4k | NEW | 2.7k | 2.74 | |
| Tivity Health Stock (TVTY) | 0.1 | $7.4k | +3% | 672.00 | 10.94 | |
| Devon Energy Corp Stock (DVN) | 0.1 | $7.3k | +287% | 1.5k | 4.75 | |
| Apple Hospitality Reit Reit | 0.1 | $7.1k | NEW | 378.00 | 18.89 | |
| Alexander & Baldwin Stock (ALEX) | 0.1 | $7.1k | NEW | 483.00 | 14.74 | |
| Amphastar Pharmaceuticals Stock | 0.1 | $7.1k | NEW | 648.00 | 10.92 | |
| S&p Global (SPGI) | 0.1 | $6.9k | -28% | 17k | 0.40 | |
| Rayonier Reit (RYN) | 0.1 | $6.9k | NEW | 861.00 | 8.00 | |
| Wells Fargo Stock (WFC) | 0.1 | $6.8k | -25% | 864.00 | 7.90 | |
| Corvel Corp Stock (CRVL) | 0.1 | $6.7k | -32% | 3.5k | 1.91 | |
| Morgan Stanley Stock (MS) | 0.1 | $6.7k | -30% | 1.6k | 4.30 | |
| Shopify Stock (SHOP) | 0.1 | $6.7k | -63% | 17k | 0.40 | |
| Syneos Health Stock (SYNH) | 0.1 | $6.5k | -33% | 1.7k | 3.81 | |
| Outfront Media Reit | 0.1 | $6.5k | NEW | 504.00 | 12.86 | |
| Davita Stock (DVA) | 0.1 | $6.5k | +593% | 2.4k | 2.73 | |
| Kennedy-wilson Holdings Stock (KW) | 0.1 | $6.5k | +1700% | 432.00 | 14.96 | |
| Silicon Motion Technology Adr (SIMO) | 0.1 | $6.5k | -71% | 1.3k | 4.82 | |
| Independence Rlty Tr Reit | 0.1 | $6.4k | +350% | 468.00 | 13.73 | |
| Henry Schein Stock (HSIC) | 0.1 | $6.4k | -6% | 1.8k | 3.51 | |
| Tenet Healthcare Corp Stock (THC) | 0.1 | $6.4k | -11% | 1.8k | 3.55 | |
| Hca Healthcare Stock (HCA) | 0.1 | $6.4k | -17% | 5.3k | 1.21 | |
| Universal Hlth Svcs Stock (UHS) | 0.1 | $6.4k | +680% | 3.0k | 2.09 | |
| Owens & Minor Stock (OMI) | 0.1 | $6.4k | -16% | 924.00 | 6.89 | |
| Farmland Partners Stock | 0.1 | $6.4k | NEW | 252.00 | 25.21 | |
| Nidec Corp Adr (NJDCY) | 0.1 | $6.3k | -51% | 480.00 | 13.20 | |
| Essex Ppty Tr Reit (ESS) | 0.1 | $6.3k | NEW | 6.2k | 1.02 | |
| Amn Healthcare Svcs Stock (AMN) | 0.1 | $6.3k | -28% | 2.2k | 2.88 | |
| Udr Reit (UDR) | 0.1 | $6.2k | NEW | 1.0k | 6.05 | |
| Lxp Industrial Trust Reit (LXP) | 0.1 | $6.2k | +350% | 288.00 | 21.56 | |
| Newmark Group Inc Cl A Stock | 0.1 | $6.2k | NEW | 288.00 | 21.56 | |
| Assured Guaranty Stock (AGO) | 0.1 | $6.2k | NEW | 1.2k | 5.38 | |
| Realogy Hldgs Corp Stock | 0.1 | $6.2k | NEW | 288.00 | 21.50 | |
| Berkshire Hathaway Inc Del Com Cl B (BRK.B) | 0.1 | $6.2k | +32% | 17k | 0.38 | |
| International Game Tech Plc Shs Usd Stock | 0.1 | $6.2k | -40% | 500.00 | 12.32 | |
| Supernus Pharmaceuticals Stock (SUPN) | 0.1 | $6.2k | NEW | 576.00 | 10.69 | |
| Acadia Rlty Tr Reit (AKR) | 0.1 | $6.1k | NEW | 396.00 | 15.45 | |
| Makita Corp Adr (MKTAY) | 0.1 | $6.1k | -45% | 768.00 | 7.97 | |
| Allscripts Healthcare Solutn Stock (MDRX) | 0.1 | $6.1k | NEW | 414.00 | 14.74 | |
| Option Care Health Stock (OPCH) | 0.1 | $6.1k | -15% | 522.00 | 11.62 | |
| Cme Group Stock (CME) | 0.1 | $6.0k | -15% | 4.0k | 1.48 | |
| Uniqure Nv Stock (QURE) | 0.1 | $6.0k | -37% | 432.00 | 13.78 | |
| Anthem Stock (ANTM) | 0.1 | $5.9k | -13% | 8.8k | 0.67 | |
| Patterson Cos Stock (PDCO) | 0.1 | $5.9k | NEW | 576.00 | 10.31 | |
| Walgreens Boots Alliance Stock (WBA) | 0.1 | $5.9k | +765% | 900.00 | 6.58 | |
| America Movil Sab De Cv Adr (AMX) | 0.1 | $5.8k | -10% | 378.00 | 15.38 | |
| Radnet Stock (RDNT) | 0.1 | $5.8k | -38% | 462.00 | 12.55 | |
| Goldman Sachs Group Stock (GS) | 0.1 | $5.8k | -32% | 5.9k | 0.97 | |
| Descartes Sys Group Stock (DSGX) | 0.1 | $5.7k | -39% | 1.5k | 3.93 | |
| Varex Imaging Corp Stock (VREX) | 0.1 | $5.7k | -44% | 441.00 | 13.00 | |
| Progressive Corp Stock (PGR) | 0.1 | $5.7k | -10% | 1.9k | 2.95 | |
| Nextgen Healthcare Stock (NXGN) | 0.1 | $5.7k | NEW | 378.00 | 15.05 | |
| Select Sector Spdr Tr Etf (XLU) | 0.1 | $5.7k | +2% | 222.00 | 25.61 | |
| Prestige Consmr Healthcare I Stock (PBH) | 0.1 | $5.7k | -27% | 1.1k | 5.09 | |
| Tandem Diabetes Care Stock (TNDM) | 0.1 | $5.6k | -37% | 2.1k | 2.69 | |
| Dbx Etf Tr Xtrackers Low Etf (HYDW) | 0.1 | $5.6k | -37% | 62k | 0.09 | |
| Sonic Healthcare Adr (SKHHY) | 0.1 | $5.6k | -45% | 540.00 | 10.30 | |
| Envista Holdings Corporation Stock (NVST) | 0.1 | $5.5k | NEW | 882.00 | 6.27 | |
| Innoviva Stock | 0.1 | $5.5k | -8% | 342.00 | 16.05 | |
| Iqvia Hldgs Stock (IQV) | 0.1 | $5.5k | -33% | 4.2k | 1.32 | |
| Mednax Stock (MD) | 0.1 | $5.5k | -30% | 414.00 | 13.22 | |
| Omnicell Stock (OMCL) | 0.1 | $5.5k | -41% | 2.3k | 2.35 | |
| Pearson Adr (PSO) | 0.1 | $5.4k | -9% | 240.00 | 22.50 | |
| Arch Cap Group Stock (ACGL) | 0.1 | $5.4k | NEW | 864.00 | 6.25 | |
| Cross Ctry Healthcare Stock (CCRN) | 0.1 | $5.4k | -35% | 396.00 | 13.64 | |
| Perkinelmer Stock (PKI) | 0.1 | $5.3k | -29% | 3.1k | 1.70 | |
| Livanova Adr (LIVN) | 0.1 | $5.2k | -32% | 1.9k | 2.73 | |
| Ericsson Adr (ERIC) | 0.1 | $5.1k | -40% | 216.00 | 23.67 | |
| Baxter Intl Stock (BAX) | 0.1 | $5.0k | NEW | 1.4k | 3.55 | |
| Invesco Exch Trd Slf Idx Etf (BSJO) | 0.1 | $4.9k | -84% | 24.00 | 206.00 | |
| Symmetry Panoramic Tax Mgd Glbl Eqty I Mutual Fund | 0.1 | $4.9k | -6% | 14.00 | 349.21 | |
| Accenture (ACN) | 0.1 | $4.7k | +18% | 15k | 0.31 | |
| Ishares Tr Etf (SLQD) | 0.1 | $4.7k | -51% | 588.00 | 7.96 | |
| Orix Corp Adr (IX) | 0.1 | $4.6k | NEW | 1.8k | 2.58 | |
| Guggenheim S&p 500 Pure Growth Etf Etf | 0.1 | $4.6k | -50% | 2.8k | 1.65 | |
| Vermilion Energy Stock (VET) | 0.1 | $4.5k | NEW | 735.00 | 6.10 | |
| Vanguard World Etf (EDV) | 0.1 | $4.4k | -12% | 366.00 | 12.01 | |
| Ishares Tr Etf (SHV) | 0.1 | $4.2k | +22% | 1.2k | 3.49 | |
| Treasury Wine Estates Adr (TSRYY) | 0.1 | $4.1k | -32% | 171.00 | 23.89 | |
| Tenaris S A Adr (TS) | 0.1 | $4.1k | NEW | 540.00 | 7.53 | |
| Endava Adr (DAVA) | 0.1 | $4.0k | -43% | 2.7k | 1.51 | |
| Amdocs Stock (DOX) | 0.1 | $3.7k | NEW | 1.4k | 2.65 | |
| Omega Healthcare Invs Reit (OHI) | 0.1 | $3.7k | -15% | 682.00 | 5.39 | |
| Sherwin-Williams Company (SHW) | 0.1 | $3.6k | -4% | 14k | 0.25 | |
| Chipotle Mexican Grill (CMG) | 0.1 | $3.5k | +346% | 1.7k | 2.00 | |
| Cgi Stock (GIB) | 0.1 | $3.5k | -33% | 2.0k | 1.73 | |
| Swan Defined Risk Fd Inst Mutual Fund | 0.1 | $3.1k | -50% | 96.00 | 32.12 | |
| Imperial Oil Stock (IMO) | 0.1 | $3.0k | NEW | 864.00 | 3.50 | |
| Mowi Asa Adr (MHGVY) | 0.1 | $2.9k | -20% | 459.00 | 6.22 | |
| Audiocodes Stock (AUDC) | 0.1 | $2.7k | -46% | 468.00 | 5.85 | |
| Bhp Group Adr (BHP) | 0.1 | $2.7k | +2980% | 1.8k | 1.47 | |
| Criteo S A Spons Ads Adr | 0.1 | $2.7k | -52% | 486.00 | 5.52 | |
| Symmetry Panoramic Intl Eqty I Mutual Fund | 0.1 | $2.6k | -20% | 72.00 | 35.58 | |
| Alps Etf Tr Alerian M Etf | 0.1 | $2.5k | +15% | 114.00 | 22.26 | |
| Us Bancorp Del Stock (USB) | 0.1 | $2.5k | -24% | 848.00 | 2.98 | |
| Yandex N V Stock (YNDX) | 0.1 | $2.5k | -86% | 435.00 | 5.80 | |
| Kensington Managed Incm Inst Mutual Fund | 0.1 | $2.5k | NEW | 20.00 | 124.40 | |
| Spdr Ser Tr Portfolio S&p 600 Sm Cap Etf (SPSM) | 0.0 | $2.4k | -14% | 57k | 0.04 | |
| Amcor Stock (AMCR) | 0.0 | $2.4k | -37% | 209.00 | 11.45 | |
| Proshares Tr Money Fund (USD) | 0.0 | $2.3k | -6% | 73.00 | 31.00 | |
| Intuit (INTU) | 0.0 | $2.2k | -32% | 4.5k | 0.50 | |
| Pnc Finl Svcs Group Stock (PNC) | 0.0 | $2.2k | -33% | 2.9k | 0.74 | |
| Wisdomtree Tr Us Largecap Fund Etf (EPS) | 0.0 | $2.1k | -14% | 47k | 0.05 | |
| Spdr Ser Tr Etf (XBI) | 0.0 | $2.1k | -93% | 180.00 | 11.86 | |
| Spdr Ser Tr Portfolio S&p 400 Mid Cap Etf (SPMD) | 0.0 | $2.0k | -13% | 45k | 0.04 | |
| Marsh & Mclennan Cos Stock (MMC) | 0.0 | $1.9k | -18% | 2.6k | 0.76 | |
| Spdr Ser Tr Prtflo S&p500 Gw Etf (SPYG) | 0.0 | $1.9k | -19% | 27k | 0.07 | |
| Rio Tinto Adr (RIO) | 0.0 | $1.9k | +974% | 1.4k | 1.30 | |
| Spdr Ser Tr Portfolio Crport Etf (SPBO) | 0.0 | $1.9k | -34% | 59k | 0.03 | |
| Microsoft Corporation (MSFT) | 0.0 | $1.9k | -67% | 6.2k | 0.30 | |
| Spdr Ser Tr Prtflo S&p500 Hi Etf (SPYD) | 0.0 | $1.8k | -16% | 43k | 0.04 | |
| Invesco Exchange Traded Fd T Etf (RYT) | 0.0 | $1.8k | -60% | 2.0k | 0.89 | |
| Citigroup Stock (C) | 0.0 | $1.8k | -32% | 848.00 | 2.11 | |
| Meta Platforms Com Cl A (FB) | 0.0 | $1.7k | -45% | 7.8k | 0.22 | |
| First Tr Exchange-traded Etf (LMBS) | 0.0 | $1.7k | -2% | 245.00 | 7.06 | |
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 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
- Sofos Investments 2020 Q4 filed Feb. 16, 2021
- Sofos Investments 2020 Q2 filed Aug. 13, 2020
- Sofos Investments 2020 Q1 filed May 12, 2020
- Sofos Investments 2019 Q4 filed Feb. 28, 2020
- Financial Gravity Wealth 2019 Q3 filed Oct. 15, 2019
- Financial Gravity Wealth 2019 Q2 filed July 26, 2019
- Financial Gravity Wealth 2019 Q1 filed April 19, 2019
- Financial Gravity Wealth 2018 Q3 filed Oct. 31, 2018
- Financial Gravity Wealth 2018 Q2 filed Aug. 14, 2018
- Financial Gravity Wealth 2018 Q1 filed May 23, 2018