FG
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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 % |
Financial Gravity Asset Manage... Top Holdings of 2025-03-31
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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 | +1.42% | +1.99% | 10,406.0 | ||
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 | +6.34% | +4.84% | 3,916.1 | ||
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 | +5.89% | +4.27% | 6,537.5 | ||
STIP | iShares 0-5 Year TIPS Bond ETF | 152,982 | 15,829.0 | +695,272.73% | 3.830 | +3.83% | 0.130 | +1.38% | +4.04% | 12,672.6 | ||
EPS | WisdomTree U.S. LargeCap Fund | 260,707 | 15,454.7 | -0.94% | 3.740 | -0.04% | 1.490 | +17.97% | +6.72% | 1,154.2 | ||
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 | +4.55% | +4.69% | 305.1 | ||
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 | +3.18% | +4.17% | 10,090.5 | ||
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 | +21.57% | -0.05% | 11,803.9 | ||
SPMD | SPDR Portfolio S&P 400 Mid Cap ETF | 263,872 | 13,505.0 | +4.17% | 3.270 | +0.13% | 0.110 | +19.88% | +3.56% | 13,608.7 | ||
SPYG | SPDR Portfolio S&P 500 Growth ETF | 152,547 | 12,260.2 | -3.03% | 2.970 | -0.10% | 0.040 | +25.04% | +9.52% | 38,055.2 |
Financial Gravity Asset Management, Inc.'s Historical Top Holdings Breakdowns
Financial Gravity Asset Management, Inc.'s Top Stock Picks
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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 | $50.91 | 1.86% | 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 | $42.87 | -0.10% | 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 | $102.53 | 0.63% | 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 | $21.59 | -3.44% | 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 | $628.56 | 6.44% | 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 | $78.24 | 0.78% | Add 5172400% | 51,725 | 51,724 | |
BBDC | Barings BDC Inc | 2025-03-31 | Add Add | +0.68% | 9.36 ($9.86) 10.78 | $9.38 | -4.92% | 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 | $66.26 | -9.10% | Sold Out | 0 | -26,000 | |
AAPL | Apple Inc | 2025-03-31 | Add Add | +0.51% | 209.68 ($231.67) 247.1 | $212.84 | -8.13% | 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 | $36.67 | 0.77% | Add 8.41% | 631,250 | 48,946 |
Financial Gravity Asset Management, Inc. Total Holding History ($B)
Financial Gravity Asset Management, Inc.'s Asset Allocation
Financial Gravity Asset Management, Inc. Past Portfolios
Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
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Financial Gravity Asset Management, Inc.'s Hypothetical Growth since 2025-03-31
Financial Gravity Asset Management, Inc.'s Yearly Returns
Year | Portfolio % | % | Excess Gain % |
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Financial Gravity Asset Management, Inc.'s Holdings Heat Map
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Financial Gravity Asset Management, Inc.'s Holdings Bubble Chart
Financial Gravity Asset Management, Inc. News
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