Financial Gravity Companies, Inc.
Q2 2025 13F Holdings
- Locationlakeway, TX
- Num holdings
1,015
- Value ($000)
$509,302
- Date Filed08/08/2025
- Form type13F-HR
- CIK0001377167
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q2 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
IAGG ISHARES TR | UIT EXCHANGE TRADED | 46435G672 | $28.13M | 6 % | 550,506 | ||
HYLB DBX ETF TR | UIT EXCHANGE TRADED | 233051432 | $25.02M | 5 % | 677,665 | ||
SHYG ISHARES TR | UIT EXCHANGE TRADED | 46434V407 | $20.32M | 4 % | 471,100 | ||
EPS WISDOMTREE TR | UIT EXCHANGE TRADED | 97717W588 | $17.76M | 4 % | 277,453 | ||
STIP ISHARES TR | UIT EXCHANGE TRADED | 46429B747 | $16.71M | 3 % | 162,378 | ||
HYDW DBX ETF TR | UIT EXCHANGE TRADED | 233051267 | $16.55M | 3 % | 350,053 | ||
KRE SPDR SERIES TRUST | UIT EXCHANGE TRADED | 78464A375 | $16.43M | 3 % | 489,280 | ||
KRE SPDR SERIES TRUST | UIT EXCHANGE TRADED | 78468R853 | $16.22M | 3 % | 380,771 | ||
SPMD SPDR SERIES TRUST | UIT EXCHANGE TRADED | 78464A847 | $15.43M | 3 % | 283,724 | ||
KRE SPDR SERIES TRUST | UIT EXCHANGE TRADED | 78464A409 | $15.06M | 3 % | 157,950 |
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