Financial Gravity Companies, Inc. has filed its 13F form on February 14, 2025 for Q4 2024 where it was disclosed a total value porftolio of $438 Billion distributed in 1006 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Tr Core Intl Aggregate with a value of $24.1B, Xtrackers Usd High Yield Corp with a value of $21.1B, Ishares 0 5 Year High Yield CO with a value of $17.3B, Wisdomtree U.S. Largecap Fund with a value of $14.7B, and Ishares Barclays 0 5 Year Tips with a value of $14.7B.

Examining the 13F form we can see an increase of $64.2B in the current position value, from $374B to 438B.

Financial Gravity Companies, Inc. is based out at Lakeway, TX

Below you can find more details about Financial Gravity Companies, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $438 Billion
ETFs: $263 Billion
Technology: $26.8 Billion
Consumer Cyclical: $24.8 Billion
Financial Services: $18 Billion
Healthcare: $13.5 Billion
Consumer Defensive: $12.4 Billion
Communication Services: $11.7 Billion
Industrials: $10.8 Billion
Other: $9.65 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 1,006
  • Current Value $438 Billion
  • Prior Value $374 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 14, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 383 stocks
  • Additional Purchases 227 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 64 stocks
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