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Samantha Winters

@Financial Gravity Companies, Inc.

Latest period2024 - Q3ReportedManaged Assets$373.646MTotal holdings702
Assets growth rate239.84%Assets growth rate (2-Q avg)126.19%Continuous growth in asset value3 quarters

Portfolio positions

This chart displays the top 10 holdings in Financial Gravity Companies, Inc.'s 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 702 positions.

Assets under management

The assets under management (AUM) of Financial Gravity Companies, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 3 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 373.646M in assets, with a quarterly growth rate of 239.84% and a 2-quarter average growth rate of 126.19%. The portfolio is managed by Samantha Winters, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
BILSpdr Ser Tr
Recent Activity
Decreased -46.36%
0.37%
$1.355M
14,763 shares@ $91.81 avg price
LMTLockheed Martin Corp
Recent Activity
Decreased -10.72%
0.16%
$593,913
1,016 shares@ $584.57 avg price
IYWIshares Tr
Recent Activity
Decreased -18.2%
0.12%
$416,197
2,745 shares@ $151.63 avg price
VOOVanguard Index Fds
Recent Activity
Decreased -39%
0.04%
$142,123
269 shares@ $528.34 avg price
VTIVanguard Index Fds
Recent Activity
Decreased -92.26%
0.03%
$101,085
357 shares@ $283.16 avg price
XOMExxon Mobil Corp
Recent Activity
Decreased -47.38%
0.03%
$96,707
825 shares@ $117.23 avg price
COPConocophillips
Recent Activity
Decreased -78.28%
0.03%
$83,592
794 shares@ $105.28 avg price
PSXPhillips 66
Recent Activity
Decreased -88.86%
0.02%
$52,186
397 shares@ $131.46 avg price
TIPIshares Tr
Recent Activity
Decreased -96.13%
0.02%
$51,313
465 shares@ $110.36 avg price
VLOValero Energy Corp
Recent Activity
Decreased -95.02%
0.02%
$37,403
277 shares@ $135.03 avg price