13F-HR: Financial Gravity Companies, Inc. Discloses $437.8 Million in 13F Holdings for Q4 2024

Financial Gravity Companies, Inc. reports managing $437.8 million in assets across 1,006 holdings as of December 31, 2024, according to its latest 13F filing.

Summary

• Financial Gravity Companies, Inc. filed its Form 13F for the quarter ended December 31, 2024.
• The filing reveals the firm's holdings as of the end of Q4 2024.
• The total value of the reported holdings amounts to $437,809,514.
• The firm manages 1,006 different holdings.
• The filing includes holdings managed by Financial Gravity Asset Management, Inc.

Sentiment

Score: 6

Explanation: The document is a standard regulatory filing, so the sentiment is neutral. It provides factual information about the company's holdings.

Positives

• The 13F filing provides a detailed overview of Financial Gravity Companies, Inc.'s investment strategy and asset allocation.
• The firm has a diversified portfolio across various sectors and asset classes.
• The filing includes a mix of equity, bond, and ETF holdings.

Industry Context

13F filings are a standard requirement for institutional investment managers with over $100 million in assets under management, providing transparency into their holdings and investment strategies.

Comparison to Industry Standards

• The reported holdings are typical for a firm of this size, with a mix of individual stocks, bonds, and ETFs.
• The investment strategy appears diversified, which is a common approach among asset managers to mitigate risk.
• Comparing the specific stock and bond selections to other firms would require further analysis of their individual investment mandates and risk profiles.

Stakeholder Impact

• Shareholders can use this information to understand the investment strategy of Financial Gravity Companies, Inc.
• The filing provides transparency to clients and stakeholders regarding the firm's asset allocation.

Key Dates