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Financial Gravity Asset Management, Inc.

13F Holdings
Filed: 2025-04-30
Portfolio Value
458.58M arrow_upward 14.52%
Number of Holdings
lock info
Reporting Date
2025-03-31
Key Stats trending_flat
CIK
0001741736
Filing Date
2025-04-30 14:43:30
Address
2501 Ranch Rd 620 S, Suite 110
Lakeway
TX
Prior Value
400.43M
Top 10 Holdings %
lock
Portfolio Value
Financial Gravity Asset Management, Inc.
(13F - 2025-03-31)
Ishares Interntinl Aggrgt Bnd Etf
IAGG
2025-04-30
Value
26.10M
Shares
522.07K
Portfolio %
5.69%
Xtrackers Usd High Yld Corp Bnd Etf
HYLB
2025-04-30
Value
22.82M
Shares
631.25K
Portfolio %
4.98%
Ishares High Yield Corporat Bond Etf
SHYG
2025-04-30
Value
18.79M
Shares
441.87K
Portfolio %
4.10%
Ishares 0-5 Year Tips Bond Etf
STIP
2025-04-30
Value
15.83M
Shares
152.98K
Portfolio %
3.45%
Wisdomtree Us Largecap Etf
EPS
2025-04-30
Value
15.45M
Shares
260.71K
Portfolio %
3.37%
Dbx Xtrckr Lw Bta Hg Yldbnd Etf
-
2025-04-30
Value
15.42M
Shares
332.26K
Portfolio %
3.36%
Spdr Portfolio Intermediate Term Cor
SPIB
2025-04-30
Value
15.05M
Shares
452.77K
Portfolio %
3.28%
Spdr Portfolio S&p 600 Small Cap Etf
SPSM
2025-04-30
Value
14.10M
Shares
346.01K
Portfolio %
3.08%
Spdr Portfolio S&p 400 Mid Cap Etf
SPMD
2025-04-30
Value
13.50M
Shares
263.87K
Portfolio %
2.94%
Spdr S&p 500 Growth Etf
SPYG
2025-04-30
Value
12.26M
Shares
152.55K
Portfolio %
2.67%
Top Increases | Financial Gravity Asset Management, Inc.
(2024-06-30 → 2025-03-31)
Schwab Value Advantage Money Inv
-
2025-04-30
Value Change
arrow_upward 6.59M
Shares
arrow_upward 6.59M
Portfolio % Change
arrow_upward 1.41%
Portfolio %
1.59%
Fs Kkr Capital Corp
FSK
2025-04-30
Value Change
arrow_upward 5.29M
Shares
arrow_upward 302.54K
Portfolio % Change
arrow_upward 1.15%
Portfolio %
1.16%
Barings Bdc Inc
BBDC
2025-04-30
Value Change
arrow_upward 2.81M
Shares
arrow_upward 294.85K
Portfolio % Change
arrow_upward 0.61%
Portfolio %
0.63%
Bluerock Total Income Real Estate A
TIPRX
2025-04-30
Value Change
arrow_upward 2.60M
Shares
arrow_upward 100.81K
Portfolio % Change
arrow_upward 0.56%
Portfolio %
0.60%
Apple Inc
AAPL
2025-04-30
Value Change
arrow_upward 2.31M
Shares
arrow_upward 9.50K
Portfolio % Change
arrow_upward 0.39%
Portfolio %
1.28%
Apollo Diversified Re Fd Cl A
GIREX
2025-04-30
Value Change
arrow_upward 1.65M
Shares
arrow_upward 66.47K
Portfolio % Change
arrow_upward 0.36%
Portfolio %
0.36%
Invesco Steelpath Mlp Income A
-
2025-04-30
Value Change
arrow_upward 1.52M
Shares
arrow_upward 236.04K
Portfolio % Change
arrow_upward 0.32%
Portfolio %
0.37%
Spdr S&p 500 Etf
SPY
2025-04-30
Value Change
arrow_upward 1.03M
Shares
arrow_upward 1.84K
Portfolio % Change
arrow_upward 0.22%
Portfolio %
0.28%
Exxon Mobil Corp
XOM
2025-04-30
Value Change
arrow_upward 975.72K
Shares
arrow_upward 8.18K
Portfolio % Change
arrow_upward 0.21%
Portfolio %
0.24%
Cion Invt Corp
CION
2025-04-30
Value Change
arrow_upward 810.11K
Shares
arrow_upward 81.05K
Portfolio % Change
arrow_upward 0.17%
Portfolio %
0.22%
Top Decreases | Financial Gravity Asset Management, Inc.
(2024-06-30 → 2025-03-31)
Pgim Global Total Return A
-
2025-04-30
Value Change
arrow_downward 0.00
Shares
arrow_downward 0.00
Portfolio % Change
arrow_downward 0.00%
Portfolio %
0.00%
Pgim Total Return Bond A
-
2025-04-30
Value Change
arrow_downward 0.00
Shares
arrow_downward 0.00
Portfolio % Change
arrow_downward 0.00%
Portfolio %
0.00%
Ab High Income A
-
2025-04-30
Value Change
arrow_downward 0.00
Shares
arrow_downward 0.00
Portfolio % Change
arrow_downward 0.00%
Portfolio %
0.00%
Pimco Income A
-
2025-04-30
Value Change
arrow_downward 0.00
Shares
arrow_downward 0.00
Portfolio % Change
arrow_downward 0.00%
Portfolio %
0.00%
Pgim Global Total Return Z
-
2025-04-30
Value Change
arrow_downward 0.00
Shares
arrow_downward 0.00
Portfolio % Change
arrow_downward 0.00%
Portfolio %
0.00%
Hartford World Bond F
-
2025-04-30
Value Change
arrow_downward 0.00
Shares
arrow_downward 1.00
Portfolio % Change
arrow_downward 0.00%
Portfolio %
0.00%
Pimco International Bond (Usd-Hdg) I-2
-
2025-04-30
Value Change
arrow_downward 0.00
Shares
arrow_downward 0.00
Portfolio % Change
arrow_downward 0.00%
Portfolio %
0.00%
Nyli Mackay High Yield Corporate Bd Cl I
-
2025-04-30
Value Change
arrow_downward 0.00
Shares
arrow_downward 0.00
Portfolio % Change
arrow_downward 0.00%
Portfolio %
0.00%
Fidelity Capital & Income
FAGIX
2025-04-30
Value Change
arrow_downward -1.00
Shares
arrow_downward 0.00
Portfolio % Change
arrow_downward 0.00%
Portfolio %
0.00%
Blackrock Multi-Asset Income Portfolio K
-
2025-04-30
Value Change
arrow_downward 0.00
Shares
arrow_downward 0.00
Portfolio % Change
arrow_downward 0.00%
Portfolio %
0.00%
Financial Gravity Asset Management, Inc. (13F - 2025-03-31) Comparing to 2024-06-30
New/Increased Position added or increased from previous period Closed/Decreased Position closed or decreased from previous period
arrow_upward Increase arrow_downward Decrease
Company Ticker Type Shares Value Current % Previous % % Change $ Change $ Change % Shares Change Status Qtr End Price Filing Date
New Positions | Financial Gravity Asset Management, Inc.
(2024-06-30 → 2025-03-31)
Apollo Diversified Credit Fd Cl A
-
2025-04-30
Value
add_circle 2.47M
Shares
111.35K
Portfolio %
0.54%
% Change
0.54%
Triumph Finl Inc
-
2025-04-30
Value
add_circle 2.37M
Shares
41.06K
Portfolio %
0.52%
% Change
0.52%
Cliffwater Corporate Lending I
-
2025-04-30
Value
add_circle 2.29M
Shares
210.72K
Portfolio %
0.50%
% Change
0.50%
Virtus Infrcp Us Prerd Stck Etf
PFFA
2025-04-30
Value
add_circle 1.54M
Shares
72.56K
Portfolio %
0.34%
% Change
0.34%
Ares Cap Corp Equity Class Equity
ARCC
2025-04-30
Value
add_circle 1.38M
Shares
62.43K
Portfolio %
0.30%
% Change
0.30%
Apollo Diversified Credit Fd Cl C
-
2025-04-30
Value
add_circle 934.55K
Shares
42.08K
Portfolio %
0.20%
% Change
0.20%
Blue Owl Cap Corp
ORCC
2025-04-30
Value
add_circle 887.23K
Shares
60.52K
Portfolio %
0.19%
% Change
0.19%
Franklin Bsp Capital Corporation
-
2025-04-30
Value
add_circle 814.88K
Shares
57.79K
Portfolio %
0.18%
% Change
0.18%
Invesco Steelpath Mlp Income Y
-
2025-04-30
Value
add_circle 651.26K
Shares
94.52K
Portfolio %
0.14%
% Change
0.14%
Orchid Is Cap Inc
ORC
2025-04-30
Value
add_circle 647.27K
Shares
86.07K
Portfolio %
0.14%
% Change
0.14%
Closed Positions | Financial Gravity Asset Management, Inc.
(2024-06-30 → 2025-03-31)
Mmf Balance
-
2024-08-06
Value
remove_circle 91.46K
Shares
91.46K
Previous %
6.03%
% Change
-6.03%
Chesapeake Oilf 6.625xxxesc Pend Poss Futr Distr
-
2024-08-06
Value
remove_circle 0.00
Shares
41.00K
Previous %
6.03%
% Change
-6.03%
Headhunter Group Adr
-
2024-08-06
Value
remove_circle 0.00
Shares
1.00
Previous %
6.03%
% Change
-6.03%
Pjsc Lukoil Sponsored Adr
-
2024-08-06
Value
remove_circle 0.00
Shares
0.00
Previous %
6.03%
% Change
-6.03%
T. Rowe Price Us Treasury Money I
-
2024-08-06
Value
remove_circle 0.00
Shares
0.00
Previous %
6.03%
% Change
-6.03%
Fidelity Advisor Total Bond Z
-
2024-08-06
Value
remove_circle 0.00
Shares
0.00
Previous %
6.03%
% Change
-6.03%
Yandex Cl A Ord
-
2024-08-06
Value
remove_circle 0.00
Shares
58.00
Previous %
6.03%
% Change
-6.03%
Inhibrx Inc Xxxcontingent Value Rightseff: 05/30/2024
-
2024-08-06
Value
remove_circle 0.00
Shares
2.00
Previous %
6.03%
% Change
-6.03%
United Dev Funding Xxxregistration Revoked By The Sec Eff: 08/13/20
-
2024-08-06
Value
remove_circle 0.00
Shares
240.00
Previous %
6.03%
% Change
-6.03%
Healthpeak Properties Inc. Ordinary Shares
-
2024-08-06
Value
remove_circle 2.00
Shares
0.00
Previous %
6.03%
% Change
-6.03%