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Loomis Grw Y M utual fund shares owned by Financial Gravity Wealth

Quarter-by-quarter ownership of Loomis Grw Y M utual fund (LSGRX) shares owned by Financial Gravity Wealth from 13F filings

Historical chart of Financial Gravity Wealth investment in Loomis Grw Y M utual fund

Tip: Access up to 7 years of quarterly data

All positions including Loomis Grw Y M utual fund held by Financial Gravity Wealth consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Loomis Grw Y M utual fund by Financial Gravity Wealth

Quarter filed Position value Share count Share price at filing
2025-12-31 $19k 580 33.23
2025-09-30 $19k 567 33.92

More positions owned by Financial Gravity Wealth

Ishares Interntinl Aggrgt Bnd Etf Uit Exchange Traded (IAGG)
Xtrackers Usd High Yieldcor Bnd Etf Uit Exchange Traded (HYLB)
Ishares High Yield Corporat Bond Etf Uit Exchange Traded (SHYG)
Wisdomtree Us Largecap Etf Uit Exchange Traded (EPS)
Ishares 0-5 Year Tips Bond Etf Uit Exchange Traded (STIP)
Dbx Xtrckr Lw Bta Hg Yldbnd Etf Uit Exchange Traded (HYDW)
St Srt Spdr Prtfl Intdt Trm C Etf Iv Uit Exchange Traded (SPIB)
St Stret Spdr Prtfl S&p 600 S C Etf Uit Exchange Traded (SPSM)
St Stret Spdr Prtfl S&p 400 M Etf Iv Uit Exchange Traded (SPMD)
St Strt Spdr Prtl S&p 500 Grw Etf Iv Uit Exchange Traded (SPYG)
Vanguard Emerging Markt Govt Bnd Etf Uit Exchange Traded (VWOB)
Spdr Index Shares Emerg Markt Etf Uit Exchange Traded (SPEM)
St Strt Spdr Prtl S&p 500 Hg Etf Uit Exchange Traded (SPYD)
State Stret Spdr Prtfl Crprt Etf Iv Uit Exchange Traded (SPBO)
Tesla Common Stock (TSLA)

View all positions for Financial Gravity Wealth

Top funds holding Loomis Grw Y M utual fund

Wall Street Access Asset Management
Garton & Associates Financial Advisors
Motiv8 Investments
Financial Gravity Wealth

View all funds holding Loomis Grw Y M utual fund