13F-HR: Financial Gravity Companies, Inc. Discloses $373.6 Million in Holdings in Latest 13F Filing

Financial Gravity Companies, Inc. has reported total holdings of $373.6 million across 738 positions in its latest 13F filing for the quarter ending September 30, 2024.

Summary

• Financial Gravity Companies, Inc. has filed its 13F holdings report for the quarter ending September 30, 2024.
• The report details the company's holdings, which total $373,646,126 across 738 positions.
• The filing includes holdings managed by Financial Gravity Asset Management, Inc., which is listed as another included manager.
• The report indicates that all holdings are managed solely by Financial Gravity Companies, Inc.

Sentiment

Score: 5

Explanation: The document is a factual report of holdings, with no positive or negative sentiment. It is a standard regulatory filing.

Positives

• The report provides a comprehensive overview of Financial Gravity's investment portfolio.
• The detailed list of holdings offers transparency into the company's investment strategy.

Risks

• The document does not provide any analysis of the performance of the holdings.
• The document does not provide any forward looking statements or guidance.

Industry Context

This 13F filing is a standard report for institutional investment managers, providing transparency into their holdings. It allows investors and the public to see the types of securities and the amounts held by Financial Gravity Companies, Inc.

Comparison to Industry Standards

• The 13F filing is a standard report required by the SEC for institutional investment managers managing over $100 million in assets.
• The filing provides a snapshot of the company's holdings at the end of the reporting period, similar to other investment managers.
• The level of detail provided in the filing is consistent with industry standards for 13F reports, including the name of the issuer, class of security, CUSIP, value, number of shares, and voting authority.

Stakeholder Impact

• The filing provides transparency to shareholders and the public regarding the company's investment portfolio.

Key Dates

Keywords

13F, holdings, investment, portfolio, Financial Gravity, asset management