Financial Gravity Wealth »

American Balanced shares owned by Financial Gravity Wealth

Quarter-by-quarter ownership of American Balanced (ABALX) shares owned by Financial Gravity Wealth from 13F filings

Historical chart of Financial Gravity Wealth investment in American Balanced

Tip: Access up to 7 years of quarterly data

All positions including American Balanced held by Financial Gravity Wealth consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in American Balanced by Financial Gravity Wealth

Quarter filed Position value Share count Share price at filing
2023-12-31 $948k 50k 18.98
2023-09-30 $948k 50k 18.98

More positions owned by Financial Gravity Wealth

Ishares Tr Uit Exchange Traded (QUAL)
Ishares Tr Uit Exchange Traded (EFG)
Tesla Common Stock (TSLA)
Spdr Index Shs Fds Uit Exchange Traded (SPEM)
Microsoft Corp Common Stock (MSFT)
Heineken N V Fsponsored Adr 1 Adr Reps 0.5 Ord American Depository (HEINY)
Ishares Tr Uit Exchange Traded (MBB)
Amazon Common Stock (AMZN)
Global X Fds Uit Exchange Traded (SDIV)
Ishares Tr Uit Exchange Traded (IEFA)
Pimco Etf Tr Uit Exchange Traded (CORP)
Salesforce Common Stock (CRM)
Chipotle Mexican Grill Common Stock (CMG)
Spdr Index Shs Fds Uit Exchange Traded (SPDW)
Scotts Miracle-gro Common Stock (SMG)

View all positions for Financial Gravity Wealth

Top funds holding American Balanced

Financial Gravity Wealth
Ethos Financial Group
Arvest Trust Co N A
Tower Bridge Advisors
Fulton Bank, NA
Livelsberger Financial Advisory
Tucker Asset Management
Dividend Growth Advisors
Main Street Group
Coston, McIsaac & Partners

View all funds holding American Balanced