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
+1.25%
+1.92%
10,399.5
 
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
+5.90%
+4.69%
3,910.8
 
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
+5.42%
+4.11%
6,527.5
 
STIP
iShares 0-5 Year TIPS Bond ETF
152,982
15,829.0
+695,272.73%
3.830
+3.83%
0.130
+1.54%
+4.14%
12,685.0
 
EPS
WisdomTree U.S. LargeCap Fund
260,707
15,454.7
-0.94%
3.740
-0.04%
1.490
+15.59%
+6.33%
1,150.1
 
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
+4.18%
+4.55%
304.7
 
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
+3.32%
+4.06%
10,079.9
 
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
+18.76%
-1.33%
11,652.8
 
SPMD
SPDR Portfolio S&P 400 Mid Cap ETF
263,872
13,505.0
+4.17%
3.270
+0.13%
0.110
+16.95%
+2.42%
13,459.2
 
SPYG
SPDR Portfolio S&P 500 Growth ETF
152,547
12,260.2
-3.03%
2.970
-0.10%
0.040
+22.60%
+9.35%
37,997.7
 

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
$50.88
1.80%
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
$42.80
-0.26%
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
$102.63
0.73%
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
$21.78
-2.59%
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
$626.44
6.08%
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
$78.22
0.76%
Add 5172400%
51,725
51,724
BBDC
Barings BDC Inc
2025-03-31
Add
Add
+0.68%
●
9.36 ($9.86) 10.78
$9.52
-3.45%
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
$64.55
-11.44%
Sold Out
0
-26,000
AAPL
Apple Inc
2025-03-31
Add
Add
+0.51%
●
209.68 ($231.67) 247.1
$211.16
-8.85%
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
$36.62
0.63%
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

Discussions on Financial Gravity Asset Management, Inc.

No discussions yet.
Research Tools
All-In-One Screener Stock Ideas Stock List Guru List Guru Real-Time Picks Insider List Insider Trades Economic Indicators Sector & Industry Performance DCF Calculator Discussion Board
Product
Pricing Plans Excel Add-In Google Sheets Add-on Data API Stock Comparison Table Manual of Stocks Instant Alerts Mobile App 中文
Education
Financial Glossary Tutorials FAQ Schedule Free Session Buffett Indicator Shiller P/E Yield Curve Today U.S. Inflation Rate Global Market Valuation Fed Net Liquidity Buffett Assets Allocation
Company
About GuruFocus Career Contact Us Advertise Site Map Term of Use Privacy Policy Referral Program Partner Program
Survey

We'd love to learn more about your experiences on GuruFocus.com and how we can improve!

Take Survey
Follow Us
download GuruFocus on Apple store download GuruFocus on Google Play
Disclaimers
GuruFocus.com is not operated by a broker or a dealer. Under no circumstances does any information posted on GuruFocus.com represent a recommendation to buy or sell a security. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The individuals or entities selected as "gurus" may buy and sell securities before and after any particular article and report and information herein is published, with respect to the securities discussed in any article and report posted herein. Gurus may be added or dropped from the GuruFocus site at any time. In no event shall GuruFocus.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content or other material published or available on GuruFocus.com, or relating to the use of, or inability to use, GuruFocus.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. The gurus listed in this website are not affiliated with GuruFocus.com, LLC. Stock quotes are provided by QuoteMedia, Inc. (CSI). Company fundamental data is provided by Morningstar. Analyst estimates data is sourced from both Refinitiv and Morningstar, with priority given to Refinitiv data. Data is updated daily.
© 2004-2025 GuruFocus.com, LLC. All Rights Reserved.