Financial Gravity Wealth
Latest statistics and disclosures from Sofos Investments's latest quarterly 13F-HR filing:
- Top 5 stock holdings are APD, BSJM, VOT, FPA, FELE, and represent 88.96% of Sofos Investments's stock portfolio.
- Added to shares of these 10 stocks: APD, BSJM, FPA, FELE, EWA, APPN, SGEN, VIPS, FITB, BOOM.
- Started 11 new stock positions in BMI, BOOM, BSJM, CVET, FBC, APPN, FITB, FELE, ABTX, AERI. AXTA.
- Reduced shares in these 10 stocks: Stratasys (-$175M), TIP, BSV, SOXX, AGG, GBIL, VTIP, IEF, , LMBS.
- Sold out of its positions in Stratasys, ABM, AGCO, AES, Alerian Mlp Etf, AMN, T, ASX, AAN, ABT.
- Sofos Investments was a net seller of stock by $-181M.
- Sofos Investments has $326k in assets under management (AUM), dropping by -99.82%.
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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
- 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