Financial Gravity Asset Management, Inc.

Q1 2025 13F Holdings Report, Stock Holdings

Signature - Title
Samantha Winters - Operations and Compliance Liaison
Location
Lakeway, TX
Holdings as of
31 Mar 2025
Value $
$458M
Num holdings
1,044
Date filed
30 Apr 2025, 14:43
Form type
13F-HR
Description
All US holdings of this investor are reported in this report. Top holdings included IAGG, HYLB, SHYG, STIP, and EPS.
Previous filing
Q2 2024 - 06 Aug 2024
Next filing
Q3 2025 - 14 Nov 2025
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 and Compliance Liaison Lakeway, Texas 30 Apr 2025