CIK 1741736
Financial Gravity Asset Management, Inc.
Institutional 13F holdings & portfolio
Holdings
789
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
2
Holdings
13F filings as of Dec 31, 2025 · Showing 351–400 of 789
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| FVD | FIRST TRUST VALUE DIVIDEND INDEX ETF | 510 | $15K–$50K | SH |
| CIEN | CIENA CORP | 100 | $15K–$50K | SH |
| TMSL | T ROWE PRICE SMALL MID CAP ETF | 651 | $15K–$50K | SH |
| — | MORGAN STANLEY FIN 0 PFD DUE 05/06/27SUBJ TO XTRO REDEMPTION | 2K | $15K–$50K | SH |
| — | VANGUARD VALUE INDEX ADM | 306 | $15K–$50K | SH |
| AHR | AMERICAN HEALTHCARE REITREIT | 481 | $15K–$50K | SH |
| CALF | PACER US SMALL CAP CASH COWS ETF | 510 | $15K–$50K | SH |
| — | PIMCO INCOME INSTL | 2K | $15K–$50K | SH |
| IXJ | ISHARES GLOBAL HEALTHCARE ETF | 230 | $15K–$50K | SH |
| PFE | PFIZER INC | 896 | $15K–$50K | SH |
| — | FIDELITY SELECT SEMICONDUCTORS | 513 | $15K–$50K | SH |
| AFL | AFLAC INC | 200 | $15K–$50K | SH |
| — | THE GOLDMAN SACH 6.45 36 DUE 05/01/36 | 20K | $15K–$50K | SH |
| FRO | FRONTLINE PLC F | 1K | $15K–$50K | SH |
| VOE | VANGUARD MID CAP VALUE ETF | 122 | $15K–$50K | SH |
| IWR | ISHARES RUSSELL MID CAP ETF | 222 | $15K–$50K | SH |
| ENB | ENBRIDGE INC F | 443 | $15K–$50K | SH |
| STX | SEAGATE TECHNOLOGY H F | 76 | $15K–$50K | SH |
| GSST | GOLDMAN SACHS ULTRA SHORT BOND ETF | 408 | $15K–$50K | SH |
| CGGO | CAPITAL GROUP GLOBAL GRWT EQY ETF | 590 | $15K–$50K | SH |
| OXY | OCCIDENTAL PETE CORP | 491 | $15K–$50K | SH |
| FTCB | FIRST TRUST CRE INVSMNT GRD ETF | 947 | $15K–$50K | SH |
| ABT | ABBOTT LABS | 160 | $15K–$50K | SH |
| DGRW | WISDOMTREE US QLT DIV GRW ETF | 224 | $15K–$50K | SH |
| — | NEW YORK N Y 2.75 40GO UTX DUE 08/01/40OID | 25K | $15K–$50K | SH |
| PKST | PEAKSTONE REALTY CL E REIT | 1K | $15K–$50K | SH |
| — | PARNASSUS VALUE EQUITY INVESTOR | 359 | $15K–$50K | SH |
| IDEV | ISHARES CORE MSCI INTRL DVLP MKT ETF | 241 | $15K–$50K | SH |
| PNC | PNC FINL SERVICES | 95 | $15K–$50K | SH |
| SLF | SUN LIFE FINL INC F | 317 | $15K–$50K | SH |
| MEGI | NYLI CBRE GLOBAL INFRSTR | 1K | $15K–$50K | SH |
| APO | APOLLO GLOBAL MGMT INC NCLASS CLASS A | 135 | $15K–$50K | SH |
| AGI | ALAMOS GOLD INC NEW FCLASS CLASS A | 500 | $15K–$50K | SH |
| — | LOOMIS SAYLES GROWTH Y | 580 | $15K–$50K | SH |
| — | AMERICAN CENTURY ULTRA INV | 205 | $15K–$50K | SH |
| HL | HECLA MNG CO | 1K | $15K–$50K | SH |
| — | FIDELITY SELECT BROKERAGE & INV MGMT | 100 | $15K–$50K | SH |
| MPC | MARATHON PETE CORP | 113 | $15K–$50K | SH |
| SPTS | STATE STRET SPDR PRTFL ST TR ETF IV | 615 | $15K–$50K | SH |
| BJ | BJS WHSL CLUB HLDGS INC | 200 | $15K–$50K | SH |
| — | FIDELITY STOCK SELECTOR SMALL CAP | 419 | $15K–$50K | SH |
| MSIF | MSC INCOME FD INC | 1K | $15K–$50K | SH |
| — | SCHWAB INTERNATIONAL INDEX | 605 | $15K–$50K | SH |
| — | EATON VANCE FLOATING-RATE ADVANTAGE I | 2K | $15K–$50K | SH |
| FTHY | FIRST TRST HGH YLD OPPRT | 1K | $15K–$50K | SH |
| — | JPMORGAN INTERNATIONAL FOCUS I | 585 | $15K–$50K | SH |
| — | MORGAN STANLEY VAR 26 DUE 09/22/26 | 18K | $15K–$50K | SH |
| WAB | WABTEC | 80 | $15K–$50K | SH |
| OHI | OMEGA HEALTHCARE INVS INREIT | 385 | $15K–$50K | SH |
| HTGC | HERCULES CAP INC | 900 | $15K–$50K | SH |