FG

Financial Gravity Asset Management, Inc.

13F
Financial Gravity Asset Management, Inc.
Last update 2025-04-30 704 Stocks (257 new)
Value $413.00 Mil Turnover 27 %
Countries:
Top Holdings: IAGG(6.32%)HYLB(5.52%)SHYG(4.55%)STIP(3.83%)EPS(3.74%)
Summary Stock Picks Current Portfolio
Financial Gravity Asset Manage... Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
IAGG
iShares International Aggregate Bond Fund
iShares International Aggregate Bond Fund
522,072
26,098.4
+39,361.22%
6.320
+6.30%
0.360
+0.99%
+2.32%
10,604.0
 
HYLB
Xtrackers USD High Yield Corporate Bond ETF
Xtrackers USD High Yield Corporate Bond ETF
631,250
22,819.7
+8.41%
5.520
+0.43%
0.670
+3.60%
+2.11%
3,933.9
 
SHYG
iShares 0-5 Year High Yield Corporate Bond ETF
iShares 0-5 Year High Yield Corporate Bond ETF
441,866
18,788.1
+1,472,786.67%
4.550
+4.55%
0.310
+3.04%
+1.03%
6,888.0
 
STIP
iShares 0-5 Year TIPS Bond ETF
152,982
15,829.0
+695,272.73%
3.830
+3.83%
0.130
+0.18%
+2.46%
12,399.5
 
EPS
WisdomTree U.S. LargeCap Fund
260,707
15,454.7
-0.94%
3.740
-0.04%
1.490
+17.30%
+6.60%
1,174.0
 
HYDW
Xtrackers Low Beta High Yield Bond ETF
Xtrackers Low Beta High Yield Bond ETF
332,256
15,420.0
+6.77%
3.730
+0.24%
8.010
+2.30%
+2.21%
322.6
 
SPIB
SPDR Portfolio Intermediate Term Corporate Bond ETF
SPDR Portfolio Intermediate Term Corporate Bond ETF
452,773
15,050.2
+2.69%
3.640
+0.10%
0.160
+1.92%
+2.32%
10,458.2
 
SPSM
SPDR Portfolio S&P 600 Small Cap ETF
SPDR Portfolio S&P 600 Small Cap ETF
346,006
14,103.2
+4.45%
3.410
+0.15%
0.130
+16.62%
-2.07%
11,781.0
 
SPMD
SPDR Portfolio S&P 400 Mid Cap ETF
263,872
13,505.0
+4.17%
3.270
+0.13%
0.110
+16.14%
+2.36%
13,684.3
 
SPYG
SPDR Portfolio S&P 500 Growth ETF
152,547
12,260.2
-3.03%
2.970
-0.10%
0.040
+26.86%
+10.32%
38,705.6
 

Financial Gravity Asset Management, Inc.'s Historical Top Holdings Breakdowns

Financial Gravity Asset Management, Inc.'s Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
IAGG
iShares International Aggregate Bond Fund
iShares International Aggregate Bond Fund
2025-03-31
Add
Add
+6.30%
●
49.42 ($49.98) 50.43
$51.08
2.20%
Add 39361.22%
522,072
520,749
SHYG
iShares 0-5 Year High Yield Corporate Bond ETF
iShares 0-5 Year High Yield Corporate Bond ETF
2025-03-31
Add
Add
+4.55%
●
42.38 ($42.91) 43.28
$43.05
0.33%
Add 1472786.67%
441,866
441,836
STIP
iShares 0-5 Year TIPS Bond ETF
2025-03-31
Add
Add
+3.83%
●
100.59 ($101.89) 103.47
$103.07
1.16%
Add 695272.73%
152,982
152,960
FSK
FS KKR Capital Corp
2025-03-31
Add
Add
+1.28%
●
20.47 ($22.36) 24.06
$22.22
-0.63%
Add 14163.81%
304,675
302,539
IVV
iShares Core S&P 500 ETF
2025-03-31
Reduce
Reduce
-1.07%
●
554.06 ($590.51) 615.85
$631.74
6.98%
Reduce -57.44%
5,607
-7,566
BSV
Vanguard Short-Term Bond ETF
2025-03-31
Add
Add
+0.98%
●
76.94 ($77.63) 78.28
$78.50
1.12%
Add 5172400%
51,725
51,724
BBDC
Barings BDC Inc
2025-03-31
Add
Add
+0.68%
●
9.36 ($9.86) 10.78
$9.55
-3.14%
Add 4289.92%
301,719
294,846
TFIN
Triumph Financial Inc
2025-03-31
Sold Out
Sold Out
-0.55%
●
57.8 ($72.89) 91.97
$62.56
-14.17%
Sold Out
0
-26,000
AAPL
Apple Inc
2025-03-31
Add
Add
+0.51%
●
209.68 ($231.67) 247.1
$214.40
-7.45%
Add 55.92%
26,492
9,501
HYLB
Xtrackers USD High Yield Corporate Bond ETF
Xtrackers USD High Yield Corporate Bond ETF
2025-03-31
Add
Add
+0.43%
●
35.96 ($36.39) 36.72
$36.84
1.24%
Add 8.41%
631,250
48,946

Financial Gravity Asset Management, Inc. Total Holding History ($B)

To

Financial Gravity Asset Management, Inc.'s Asset Allocation

To

Financial Gravity Asset Management, Inc. Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Financial Gravity Asset Management, Inc.'s Hypothetical Growth since 2025-03-31

Financial Gravity Asset Management, Inc.'s Yearly Returns

Year Portfolio % % Excess Gain %

Financial Gravity Asset Management, Inc.'s Holdings Heat Map

Size field:

Financial Gravity Asset Management, Inc.'s Holdings Bubble Chart

Financial Gravity Asset Management, Inc. News

  • 1

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