Financial Gravity Asset Management, Inc.

Q4 2023 13F Holdings Report, New Holdings, Stock Holdings

Signature - Title
Samantha WInters - Operations & Compliance Liason
Location
Lakeway, TX
Holdings as of
31 Dec 2023
Value $
$356M
Num holdings
1,209
Filing time
26 Jun 2024, 15:07:40 UTC
Form type
13F-HR/A-1 - New Holdings
Description
Top holdings included IAGG, HYLB, SHYG, SPIB, and SPSM.
Previous filing
Q3 2023 - 16 Nov 2023
Next filing
Q1 2024 - 13 May 2024
SEC
View on sec.gov
Sym Weight Trade Impact Company Class Shares Change Activity Value Change $ Value $ * Price $ Shares Principal
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.

Person Signing this Report on Behalf of Reporting Manager:

Name Title City, State Date
Samantha WInters Operations & Compliance Liason Lakeway, Texas 26 Jun 2024