Financial Gravity Asset Management, Inc. Q3 2025 Filing

Filed November 14, 2025

Portfolio Value

$505.9M

Holdings

998

Report Date

Q3 2025

Filing Type

13F-HR

All Holdings (998 positions)

StockValue
GABGABELLI EQUITY TR INC
$23K
GLWCORNING INC
$23K
JAVAJ P MORGAN EXCHANGE TRADED F
$23K
SWISXSCHWAB INTERNATIONAL INDEX
$23K
TMSLT ROWE PRICE ETF INC
$23K
IHDGWISDOMTREE TR
$23K
TIPPXBLUEROCK TOTAL INCOME REAL ESTATE C
$23K
ODFLOLD DOMINION FREIGHT LINE IN
$23K
ENBENBRIDGE INC
$22K
AFLAFLAC INC
$22K
CALFPACER FDS TR
$22K
BNP 0 10/14/25 000HBNP PARIBAS SA 0 25F DUE 10/14/25
$22K
FELCFIDELITY COVINGTON TRUST
$22K
LMGYXLORD ABBETT GROWTH OPPORTUNITIES I
$22K
GS 6.45 05/01/36THE GOLDMAN SACH 6.4536 DUE 05/01/36
$22K
OKEONEOK INC NEW
$22K
MS 0 05/06/27 fteMORGAN STANLEY FIN 0PFD DUE 05/06/27SUBJ TO XTRO REDEMPTION
$22K
MPCMARATHON PETE CORP
$22K
ADDYYADIDAS AG FSPONSORED ADR 1 ADR REPS 0.5 ORD SHS
$22K
IWRISHARES TR
$21K
ABBOTT LABS
$21K
VOEVANGUARD INDEX FDS
$21K
NFTYFIRST TR EXCH TRD ALPHDX FD
$21K
ORI 3.875 08/26/26OLD REPUBLIC IN 3.87526 DUE 08/26/26
$21K
HAS 3.55 11/19/26HASBRO, INC. 3.5526 DUE 11/19/26
$21K
GSSTGOLDMAN SACHS ETF TR
$21K
FIDELITY SELECT SEMICONDUCTORS
$21K
IXJISHARES TR
$20K
AHRAMERICAN HEALTHCARE REIT INC
$20K
CGGOCAPITAL GROUP GBL GROWTH EQT
$20K
DGRWWISDOMTREE TR
$20K
FSLBXFIDELITY SELECT BROKERAGE & INV MGMT
$20K
PDBCINVESCO ACTVELY MNGD ETC FD
$20K
RHHBYROCHE HLDG LTD FSPONSORED ADR 1 ADR RE 0.125 ORD SHS
$19K
IRTINDEPENDENCE RLTY TR INC
$19K
IDEVISHARES TR
$19K
FIIGFIRST TR EXCHANGE-TRADED FD
$19K
LSGRXLOOMIS SAYLES GROWTH Y
$19K
PNCPNC FINL SVCS GROUP INC
$19K
LIESUN LIFE FINANCIAL INC.
$19K
TWCUXAMERICAN CENTURY ULTRA INV
$19K
PARWXPARNASSUS VALUE EQUITY INVESTOR
$19K
XAWFXALLIANCEBERNSTEIN GLOBAL HIG
$19K
BJBJS WHSL CLUB HLDGS INC
$19K
SPGIS&P GLOBAL INC
$18K
SPTSSPDR SERIES TRUST
$18K
APOAPOLLO GLOBAL MGMT INC
$18K
STXSEAGATE TECHNOLOGY HLDNGS PL
$18K
ZBHZIMMER BIOMET HOLDINGS INC
$18K
MBBISHARES TR
$18K
MOALTRIA GROUP INC
$18K
LHXL3HARRIS TECHNOLOGIES INC
$18K
VGITVANGUARD SCOTTSDALE FDS
$18K
UTENRBB FD INC
$18K
PGXINVESCO EXCH TRADED FD TR II
$17K
VSIAXVANGUARD SMALL CAP VALUE INDEX ADMIRAL
$17K
XLBSELECT SECTOR SPDR TR
$17K
HTGCHERCULES CAPITAL INC
$17K
PIMIXPIMCO INCOME INSTL
$17K
AWCAMERICAN WTR WKS CO INC NEW
$17K
BLDXIMPAX GLOBAL ENVIRONMENTAL MARKETS INV
$17K
FDSCXFIDELITY STOCK SELECTOR SMALL CAP
$17K
IUESXJPMORGAN INTERNATIONAL FOCUS I
$17K
BKNGBOOKING HOLDINGS INC
$17K
BRSPBRIGHTSPIRE CAPITAL INC
$16K
RSPTINVESCO EXCHANGE TRADED FD T
$16K
JPEMJ P MORGAN EXCHANGE TRADED F
$16K
MS V0 09/22/26 MTNMORGAN STANLEY VAR 26 DUE 09/22/26
$16K
VCITVANGUARD SCOTTSDALE FDS
$16K
OHIOMEGA HEALTHCARE INVS INC
$16K
OSCYXINVESCO MAIN STREET SMALL CAP Y
$16K
WABWABTEC
$16K
SDIVGLOBAL X FDS
$16K
SC SCS 5 04/01/2030SOUTH CAROLINA ST 530DB UTX DUE 04/01/30
$16K
BONDPIMCO ETF TR
$16K
VDEVANGUARD WORLD FD
$16K
CGIECAPITAL GROUP INTERNATIONAL
$16K
DFUVDIMENSIONAL ETF TRUST
$16K
TRMCXT. ROWE PRICE MID-CAP VALUE
$16K
KSS 6 01/15/33KOHL'S CORP 633 DUE 01/15/33
$15K
VSSVANGUARD INTL EQUITY INDEX F
$15K
LAMFXLORD ABBETT DIVIDEND GROWTH F
$15K
MMHIXNYLI MACKAY HIGH YIELD MUNI BOND CLASS I
$15K
SPGPINVESCO EXCHANGE TRADED FD T
$15K
SC ANDSCD 5 03/01/2028ANDERSON CNTY S C S 528GO UTX DUE 03/01/28
$15K
SC BEA 4 03/01/2026BEAUFORT CNTY S C 426GO UTX DUE 03/01/26
$15K
CGXUCAPITAL GROUP INTL FOCUS EQT
$15K
ANGINC 7.375 PERP .AMERICAN NTN 7.375 PFDPFD SER D
$15K
BABAALIBABA GROUP HLDG LTD
$15K
T 5 05/15/37US TREASURY 505/37UST BOND DUE 05/15/37
$15K
ETNEATON CORP PLC
$15K
HEINYHEINEKEN N V FSPONSORED ADR 1 ADR REPS 0.5 ORD SHS
$15K
ITEQAMPLIFY ETF TR
$15K
GSYINVESCO ACTIVELY MANAGED EXC
$15K
FG 7.3 01/15/65F&G ANNUITIES & 7.3PFD DUE 01/15/65SUBJ TO XTRO REDEMPTION
$15K
VSMAXVANGUARD SMALL CAP INDEX ADMIRAL SHARES
$15K
CIENCIENA CORP
$15K
GWWGRAINGER W W INC
$15K
AMGNAMGEN INC
$14K
ITYAXINVESCO TECHNOLOGY A
$14K
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