Financial Gravity Asset Management, Inc.
Q1 2025 13F Holdings
- Locationlakeway, TX
- Num holdings
1,081
- Value ($000)
$458,577
- Date Filed04/30/2025
- Form type13F-HR
- CIK0001741736
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
IAGG ISHARES INTERNTINL AGGRGT BND ETF | UIT EXCHANGE TRADED | 46435G672 | $26.10M | 6 % | 522,072 | ||
HYLB XTRACKERS USD HIGH YLD CORP BND ETF | UIT EXCHANGE TRADED | 233051432 | $22.82M | 5 % | 631,250 | ||
SHYG ISHARES HIGH YIELD CORPORAT BOND ETF | UIT EXCHANGE TRADED | 46434V407 | $18.79M | 4 % | 441,866 | ||
STIP ISHARES 0-5 YEAR TIPS BOND ETF | UIT EXCHANGE TRADED | 46429B747 | $15.83M | 4 % | 152,982 | ||
EPS WISDOMTREE US LARGECAP ETF | UIT EXCHANGE TRADED | 97717W588 | $15.45M | 3 % | 260,707 | ||
HYDW DBX XTRCKR LW BTA HG YLDBND ETF | UIT EXCHANGE TRADED | 233051267 | $15.42M | 3 % | 332,256 | ||
KRE SPDR PORTFOLIO INTERMEDIATE TERM COR | UIT EXCHANGE TRADED | 78464A375 | $15.05M | 3 % | 452,773 | ||
KRE SPDR PORTFOLIO S&P 600 SMALL CAP ETF | UIT EXCHANGE TRADED | 78468R853 | $14.10M | 3 % | 346,006 | ||
SPMD SPDR PORTFOLIO S&P 400 MID CAP ETF | UIT EXCHANGE TRADED | 78464A847 | $13.50M | 3 % | 263,872 | ||
KRE SPDR S&P 500 GROWTH ETF | UIT EXCHANGE TRADED | 78464A409 | $12.26M | 3 % | 152,547 |
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