Financial Gravity Asset Management, Inc.

13F Filings History

Latest 13F report
Q2 2024 - Aug 6, 2024
Value $
$399M
Signature - Title
Samantha Winters - Operations and Compliance Liaison
Location
Lakeway, TX
Summary
This page shows a list of all the recent 13F filings made by Financial Gravity Asset Management, Inc.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Financial Gravity Asset Management, Inc. reported 1201 stock holdings with total value $399M as of Q2 2024. Top holdings included IAGG, HYLB, SHYG, EPS, and STIP.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q2 2024 1,201 $399M +$47.4M -$20.9M +$26.5M IAGG, HYLB, SHYG, EPS, STIP 13F-HR 8/6/2024, 03:57 PM
Q1 2024 1,097 $330M $0 $0 IAGG, HYLB, SHYG, SPIB, SPSM New Holdings 6/26/2024, 03:14 PM
Q1 2024 2,146 $361M +$5.67M -$92.8M -$87.1M IAGG, HYLB, SHYG, SPIB, SPSM 13F-HR 5/13/2024, 04:59 PM
Q4 2023 1,209 $356M $0 $0 IAGG, HYLB, SHYG, SPIB, SPSM New Holdings 6/26/2024, 03:07 PM
Q4 2023 1,972 $452M $0 $0 IAGG, HYLB, EVEIQ, SHYG, SPIB 13F-HR 2/15/2024, 04:31 PM
Q3 2023 1,571 $668M $0 $0 EVEIQ, FGCO, CBIS, SPIB, IAGG 13F-HR 11/15/2023, 09:39 PM
Q2 2023 1,634 $17.4M $0 $0 RSPT, VSHY, CVX, JPM, CE 13F-HR 8/8/2023, 06:14 PM
Q1 2023 1,250 $699M +$138M -$565K +$138M IVV, IAGG, HYLB, IUSB, SHYG 13F-HR 5/12/2023, 03:46 PM
Q4 2022 1,397 $5.72M $0 $0 JNJ, PG, DKS, RSPU, EOG 13F-HR 2/15/2023, 04:03 PM
Q3 2022 907 $770K $0 $0 LQD, IGSB, TIP, SCHO, MINT 13F-HR 11/3/2022, 03:11 PM
Q2 2022 969 $933M $0 $0 LGOV, IAGG, HYLB, AON, SHYG 13F-HR 8/5/2022, 03:20 PM
Q1 2022 1,163 $947M $0 $0 ALC, 1338PS, IAGG, HYLB, SHYG 13F-HR 5/13/2022, 09:56 AM
Q4 2021 1,034 $924K $0 $0 PXE, LQD, BLV, IEF, VMBS 13F-HR 2/11/2022, 12:30 PM
Q3 2021 896 $101M +$8.79M -$63.9K +$8.73M IAGG, HYLB, SHYG, HYDW, SPIB 13F-HR 11/12/2021, 07:21 AM
Q2 2021 853 $20.8K $0 $0 BIO, TMO, INTU, ROP, HUM 13F-HR 8/11/2021, 12:52 PM
Q1 2021 718 $4.72M +$707K -$34.4M -$33.7M SOXX, BSV, VNQ, XLB, IAGG 13F-HR 5/17/2021, 11:52 AM
Q4 2020 547 $107M +$107M -$285K +$107M IAGG, HYLB, SHYL, HYDW, STIP 13F-HR 2/16/2021, 08:46 AM
Q2 2020 14 $326K +$287K -$16.8B -$16.8B APD, BSJM, VOT, FPA, FELE 13F-HR 8/13/2020, 05:18 PM
Q1 2020 1,220 $16.8B +$16.7B -$137M +$16.6B ARWR, JPST, UUP, FOXA, VXX 13F-HR 5/12/2020, 12:05 PM
Q4 2019 1,495 $60.9M $0 $0 LGLV, AIVL, CWB, QUAL, ULST 13F-HR 2/28/2020, 04:29 PM
Q3 2019 1,169 $116M +$26.6M -$33.2M -$6.61M CWB, LGLV, AIVL, QUAL, ULST 13F-HR 10/15/2019, 08:03 AM
Q2 2019 1,199 $122M +$28.4M -$31.9M -$3.58M JNK, BIL, RSPT, VMBS, SHW 13F-HR 7/26/2019, 02:13 PM
Q1 2019 1,302 $123M +$73.2M -$43.9M +$29.3M BIL, JNK, PCY, RSPT, VMBS 13F-HR 4/19/2019, 03:46 PM
Q3 2018 1,360 $89M +$18.8M -$22.7M -$3.94M BIL, IEI, VNQ, EFA, TIP 13F-HR 10/31/2018, 02:33 PM
Q2 2018 1,387 $104M +$35.6M -$31.2M +$4.43M IEI, VNQ, BIL, SPY, TIP 13F-HR 8/14/2018, 10:27 AM
Q1 2018 1,379 $96.4M $0 $0 MDY, GBIL, BIL, PDBC, IEI 13F-HR 5/23/2018, 05:23 PM