Financial Gravity Companies, Inc.

Q3 2024 13F Holdings Report, Stock Holdings

Signature - Title
Samantha Winters - Operations and Compliance Liaison
Location
Lakeway, TX
Holdings as of
30 Sep 2024
Value $
$373,645,997
Num holdings
668
Filing time
14 Nov 2024, 14:24:12 UTC
Form type
13F-HR
Description
All US holdings of this investor are reported in this report. Top holdings included WALTON US LAND FUND 1 LP, IAGG, HYLB, SHYG, and STIP.
Previous filing
Q4 2018 - 04 Feb 2019
Next filing
Q4 2024 - 14 Feb 2025
SEC
View on sec.gov
Sym Weight Trade Impact Company Class Share 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 and Compliance Liaison Lakeway, Texas 13 Nov 2024

Other Included Managers (1):

Num Name Location File Number
1 Financial Gravity Asset Management, Inc. Lakeway, TX 028-18797