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CIK: 0001741736
Total reported value
$562.0M
$562.0M
1080 檔
17.6%
In Q1 2025, Financial Gravity Asset Management, Inc.'s U.S. equity holdings reached a combined market value of $562.0M, distributed across 1080 disclosed stock positions.
In Q1 2025, Financial Gravity Asset Management, Inc. displayed an active expansion posture, initiating 50 new positions and adding to 0 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 1080 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IAGG | Ishares Intl Aggregate Bond | ETF-Other | 5.69% | -0.30% | +6.97% | |
| 2 | HYLB | Xtrackers Usd High Yield Cor | ETF-High Yield | 4.98% | -0.32% | +8.41% | |
| 3 | SHYG | Ishares 0-5 Yr Hy CORP Bond | ETF-Corp Bonds | 4.10% | -0.27% | +6.70% | |
| 4 | STIP | Ishares 0-5 Year Tips Bond E | ETF-Other | 3.45% | -0.13% | +5.08% | |
| 5 | EPS | Wisdomtree US Large Cap Fund | ETF-Large Cap & Growth | 3.37% | -0.30% | -0.94% | |
| 6 | HYDW | Xtrs Low Beta Hi Yield ETF | ETF-Other | 3.36% | -0.13% | +6.78% | |
| 7 | SPIB | Ss Spdr P Int C CORP ETF | ETF-Other | 3.28% | -0.11% | +2.69% | |
| 8 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 3.08% | +0.06% | +4.45% | |
| 9 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-Other | 2.94% | -0.05% | +4.17% | |
| 10 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 2.67% | -0.34% | -3.03% | |
| 11 | VWOB | Vanguard Emerg Mkts Gov Bnd | ETF-Other | 2.55% | -0.20% | +0.25% | |
| 12 | SPYD | Ss Spdr P S&p 500 Hi Div ETF | ETF-Large Cap & Growth | 2.54% | +0.02% | -0.70% | |
| 13 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 2.35% | -0.14% | -1.03% | |
| 14 | SPBO | Ss Spdr P CORP Bond ETF | ETF-Corp Bonds | 2.22% | -0.12% | +3.05% | |
| 15 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 1.82% | -0.06% | -0.08% | |
| 16 | SWVXX | Schwa Prime Adv Money Fd-inv | Stock-Other | 1.59% | +1.02% | +924.20% | |
| 17 | ICVT | Ishares Convertible Bond ETF | ETF-Other | 1.46% | -0.03% | -0.68% | |
| 18 | IEUR | Ishares Core Msci Europe ETF | ETF-Other | 1.41% | -0.08% | +2.86% | |
| 19 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.32% | -0.11% | +5.50% | |
| 20 | AAPL | Apple Inc | Stock-Tech | 1.28% | -0.09% | +55.92% | |
| 21 | TSLA | Tesla Inc | Stock-Consumer Disc | 1.25% | -0.49% | -3.85% | |
| 22 | FSK | Fs Kkr Capital CORP | Stock-Financials | 1.16% | +0.30% | +14163.81% | |
| 23 | MSFT | Microsoft CORP | Stock-Tech | 1.09% | -0.38% | +1.58% | |
| 24 | UPWK | Upwork Inc | Stock-Other | 1.01% | -0.70% | +6.83% | |
| 25 | NVS | Novartis Ag-sponsored Adr | Stock-Healthcare | 1.00% | +0.01% | +5.28% | |
| 26 | SHW | Sherwin-williams Co/the | Stock-Materials | 0.99% | -0.06% | +2.04% | |
| 27 | VMBS | Vanguard Mortgage-backed Sec | ETF-Other | 0.90% | -0.07% | +23.77% | |
| 28 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 0.90% | -0.07% | +23.54% | |
| 29 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 0.88% | -0.08% | +17.31% | |
| 30 | ICSH | Ishares Ultra Short Duration | ETF-Other | 0.88% | -0.06% | +17.28% | |
| 31 | TFLO | Ishares Treasury Floating Ra | ETF-Gov Bonds | 0.86% | -0.06% | +20.13% | |
| 32 | IPAC | Ishares Core Msci Pacific Et | ETF-Other | 0.76% | +0.06% | +9.77% | |
| 33 | NFLX | Netflix Inc | Stock-Comm Services | 0.75% | -0.03% | -12.47% | |
| 34 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.72% | -0.17% | -8.43% | |
| 35 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.71% | -0.08% | -4.61% | |
| 36 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.69% | -0.09% | -57.44% | |
| 37 | WMT | Walmart Inc | Stock-Consumer Staples | 0.67% | — | +33.39% | |
| 38 | SYK | Stryker CORP | Stock-Healthcare | 0.65% | -0.09% | +19.09% | |
| 39 | BBDC | Barings Bdc Inc | Stock-Other | 0.63% | +0.32% | +4289.92% | |
| 40 | ✓ | Bluerock Total Income Real Estate A | Stock-Other | 0.60% | — | +1602.00% | |
| 41 | MMM | 3m Co | Stock-Industrials | 0.55% | -0.10% | -4.77% | |
| 42 | CRDTX | Apollo Diversified Credit-a | Stock-Other | 0.54% | +0.19% | — | |
| 43 | ARM | Arm Holdings Plc-adr | Stock-Tech | 0.52% | +0.16% | -14.08% | |
| 44 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.52% | -0.01% | -7.04% | |
| 45 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.52% | -0.18% | +0.61% | |
| 46 | ✓ | Triumph Financial Inc | Stock-Other | 0.52% | — | — | |
| 47 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.51% | -0.03% | +11.96% | |
| 48 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.50% | — | +1.09% | |
| 49 | CCLFX | Cliffwater CORP Lndng-i | Stock-Other | 0.50% | +0.41% | — | |
| 50 | INTU | Intuit Inc | Stock-Tech | 0.50% | -0.18% | +2.31% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | IAGG | Ishares Intl Aggregate Bond | — | NEW | New buy |
| 2 | HYLB | Xtrackers Usd High Yield Cor | — | NEW | New buy |
| 3 | SHYG | Ishares 0-5 Yr Hy CORP Bond | — | NEW | New buy |
| 4 | STIP | Ishares 0-5 Year Tips Bond E | — | NEW | New buy |
| 5 | EPS | Wisdomtree US Large Cap Fund | — | NEW | New buy |
| 6 | HYDW | Xtrs Low Beta Hi Yield ETF | — | NEW | New buy |
| 7 | SPIB | Ss Spdr P Int C CORP ETF | — | NEW | New buy |
| 8 | SPSM | Ss Spdr P S&p 600 Small Cap | — | NEW | New buy |
| 9 | SPMD | Ss Spdr P S&p 400 Midcap ETF | — | NEW | New buy |
| 10 | SPYG | Ss Spdr P S&p 500 Growth ETF | — | NEW | New buy |
| 11 | VWOB | Vanguard Emerg Mkts Gov Bnd | — | NEW | New buy |
| 12 | SPYD | Ss Spdr P S&p 500 Hi Div ETF | — | NEW | New buy |
| 13 | SPEM | State Street Sp Ptf Em ETF | — | NEW | New buy |
| 14 | SPBO | Ss Spdr P CORP Bond ETF | — | NEW | New buy |
| 15 | SPYV | Ss Spdr P S&p 500 Value ETF | — | NEW | New buy |
| 16 | SWVXX | Schwa Prime Adv Money Fd-inv | — | NEW | New buy |
| 17 | ICVT | Ishares Convertible Bond ETF | — | NEW | New buy |
| 18 | IEUR | Ishares Core Msci Europe ETF | — | NEW | New buy |
| 19 | AMZN | Amazon.com Inc | — | NEW | New buy |
| 20 | AAPL | Apple Inc | — | NEW | New buy |
| 21 | TSLA | Tesla Inc | — | NEW | New buy |
| 22 | FSK | Fs Kkr Capital CORP | — | NEW | New buy |
| 23 | MSFT | Microsoft CORP | — | NEW | New buy |
| 24 | UPWK | Upwork Inc | — | NEW | New buy |
| 25 | NVS | Novartis Ag-sponsored Adr | — | NEW | New buy |
| 26 | SHW | Sherwin-williams Co/the | — | NEW | New buy |
| 27 | VMBS | Vanguard Mortgage-backed Sec | — | NEW | New buy |
| 28 | VGSH | Vanguard Short-term Treasury | — | NEW | New buy |
| 29 | BSV | Vanguard Short-term Bond ETF | — | NEW | New buy |
| 30 | ICSH | Ishares Ultra Short Duration | — | NEW | New buy |
| 31 | TFLO | Ishares Treasury Floating Ra | — | NEW | New buy |
| 32 | IPAC | Ishares Core Msci Pacific Et | — | NEW | New buy |
| 33 | NFLX | Netflix Inc | — | NEW | New buy |
| 34 | META | Meta Platforms Inc-class A | — | NEW | New buy |
| 35 | BRK-B | Berkshire Hathaway Inc-cl B | — | NEW | New buy |
| 36 | IVV | Ishares Core S&p 500 ETF | — | NEW | New buy |
| 37 | WMT | Walmart Inc | — | NEW | New buy |
| 38 | SYK | Stryker CORP | — | NEW | New buy |
| 39 | BBDC | Barings Bdc Inc | — | NEW | New buy |
| 40 | ✓ | Bluerock Total Income Real Estate A | — | NEW | New buy |
| 41 | MMM | 3m Co | — | NEW | New buy |
| 42 | CRDTX | Apollo Diversified Credit-a | — | NEW | New buy |
| 43 | ARM | Arm Holdings Plc-adr | — | NEW | New buy |
| 44 | TSM | Taiwan Semiconductor-sp Adr | — | NEW | New buy |
| 45 | GOOG | Alphabet Inc-cl C | — | NEW | New buy |
| 46 | ✓ | Triumph Financial Inc | — | NEW | New buy |
| 47 | PG | Procter & Gamble Co/the | — | NEW | New buy |
| 48 | KO | Coca-cola Co/the | — | NEW | New buy |
| 49 | CCLFX | Cliffwater CORP Lndng-i | — | NEW | New buy |
| 50 | INTU | Intuit Inc | — | NEW | New buy |
According to official SEC Form 13F filings, Financial Gravity Asset Management, Inc. reported a total U.S. public equity portfolio value of $562.0M across 1080 disclosed positions in Q1 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including IAGG, HYLB, SHYG) accounted for 17.6% of total reported equity market value during Q1 2025.
Top New Position Initiated
IAGG
市值: $26.1M
During Q1 2025, Financial Gravity Asset Management, Inc.'s top holdings by market value included IAGG (5.7%)、HYLB (5.0%)、SHYG (4.1%). The largest single position, IAGG, represented 5.7% of total portfolio value.
In Q1 2025, Financial Gravity Asset Management, Inc. made 50 total portfolio adjustments, initiating 50 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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