Financial Gravity Companies, Inc.

Q4 2024 13F Holdings

  • Location
    lakeway, TX
  • Num holdings

    1,006

  • Value ($000)

    $437,810

  • Date Filed
    02/14/2025
  • Form type
    13F-HR
  • CIK
    0001377167
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2024 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
IAGG
IAGG

ISHARES TR

UIT EXCHANGE TRADED
$24.07M
6 %

482,170

HYLB
HYLB

DBX ETF TR

UIT EXCHANGE TRADED
$21.15M
5 %

586,151

SHYG
SHYG

ISHARES TR

UIT EXCHANGE TRADED
$17.35M
4 %

407,160

EPS
EPS

WISDOMTREE TR

UIT EXCHANGE TRADED
$14.75M
3 %

241,029

STIP
STIP

ISHARES TR

UIT EXCHANGE TRADED
$14.68M
3 %

145,902

HYDW
HYDW

DBX ETF TR

UIT EXCHANGE TRADED
$14.14M
3 %

306,931

KRE
KRE

SPDR SER TR

UIT EXCHANGE TRADED
$13.89M
3 %

309,318

KRE
KRE

SPDR SER TR

UIT EXCHANGE TRADED
$13.89M
3 %

424,030

SPMD
SPMD

SPDR SER TR

UIT EXCHANGE TRADED
$13.02M
3 %

238,028

KRE
KRE

SPDR SER TR

UIT EXCHANGE TRADED
$12.27M
3 %

139,628

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