• 13F History

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 +$46.8M -$20.4M +$26.4M IAGG, HYLB, SHYG, EPS, STIP 13F-HR 8/6/2024, 03:57 PM
Q1 2024 1,097 $344M $0 $0 IAGG, HYLB, SHYG, SPIB, SPSM New Holdings 6/26/2024, 03:14 PM
Q1 2024 1,882 $347M +$2.94M -$69.1M -$66.2M 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 1,368 $427M $0 $0 IAGG, HYLB, EVEIQ, SHYG, SPIB 13F-HR 2/15/2024, 04:31 PM
Q3 2023 418 $450M EVEIQ, FGCO, UDFI, VLNCQ, TAUG 13F-HR 11/15/2023, 09:39 PM
Q2 2023 259 $16.9M RSPT, CE, DKS, XOP, RL 13F-HR 8/8/2023, 06:14 PM
Q1 2023 203 $404M MTD, TFLO, ICSH, VGSH, SUSC 13F-HR 5/12/2023, 03:46 PM
Q4 2022 102 $2.29M DKS, RSPU, EOG, COP, VLO 13F-HR 2/15/2023, 03:03 PM
Q3 2022 42 $472K LGOV, EFAS, VEA, VWO, SKFRY 13F-HR 11/3/2022, 03:11 PM
Q2 2022 71 $706K ALC, IACXXXX, WPC, INVA, IAUXXXX 13F-HR 8/5/2022, 03:20 PM
Q1 2022 157 $641M IACXXXX, ALC, 1338PS, IGTXXXX, INVA 13F-HR 5/13/2022, 09:56 AM
Q4 2021 201 $461M $0 $0 PXEXXXX, LGOV, 1338PS, IGTXXXX, IAUXXXX 13F-HR 2/11/2022, 11:30 AM
Q3 2021 197 $14.2K $0 $0 EQIXXXXX, BIO, TMO, WST, HUM 13F-HR 11/12/2021, 07:21 AM
Q2 2021 265 $25.1K $0 $0 HYDW, BIO, HUM, WST, URI 13F-HR 8/11/2021, 12:52 PM
Q1 2021 466 $4.32M $0 $0 SOXX, BSV, VNQ, XLB, HYG 13F-HR 5/17/2021, 11:52 AM
Q4 2020 329 $8.34M AMZN, GOOG, SPTL, SCHP, BSV 13F-HR 2/16/2021, 07:46 AM
Q2 2020 14 $326K APD, BSJM, VOT, FPA, FELE 13F-HR 8/13/2020, 05:18 PM
Q1 2020 818 $25.7M TIP, BSV, SOXX, AGG, GBIL 13F-HR 5/12/2020, 12:05 PM
Q4 2019 355 $42.6M LGLV, AIVL, QUAL, ULST, NEAR 13F-HR 2/28/2020, 03:29 PM
Q3 2019 1,022 $116M +$26.8M -$32.2M -$5.48M CWB, LGLV, AIVL, QUAL, ULST 13F-HR 10/15/2019, 08:03 AM
Q2 2019 1,042 $122M +$28.5M -$26.7M +$1.76M JNK, BIL, RSPT, VMBS, SHW 13F-HR 7/26/2019, 02:13 PM
Q1 2019 1,093 $123M +$74.4M -$39.6M +$34.8M BIL, JNKXXXX, PCY, RSPT, VMBS 13F-HR 4/19/2019, 03:46 PM
Q3 2018 1,022 $89M +$19.5M -$19.9M -$367K BIL, IEI, VNQ, EFA, TIP 13F-HR 10/31/2018, 02:33 PM
Q2 2018 1,093 $104M +$36.4M -$24.4M +$12M IEI, VNQ, BIL, SPY, TIP 13F-HR 8/14/2018, 10:27 AM
Q1 2018 1,109 $96.3M MDY, GBIL, BIL, PDBCXXXX, IEI 13F-HR 5/23/2018, 05:23 PM