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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
BITBBitwise Bitcoin Etf Tr
Recent Activity
New Position
0.06%
$203,320
5,878 shares@ $34.59 avg price
IQSUNew York Life Investments Et
Recent Activity
New Position
0.06%
$202,440
4,229 shares@ $47.87 avg price
MLPDXInvesco Steelpath Mlp Income A
Recent Activity
New Position
0.06%
$198,931
34,718 shares@ $5.73 avg price
CIONCion Invt Corp
Recent Activity
New Position
0.06%
$193,173
16,233 shares@ $11.91 avg price
FXAIXFidelity 500 Index
Recent Activity
New Position
0.06%
$189,958
946 shares@ $200.81 avg price
IUSBIshares Tr
Recent Activity
New Position
0.06%
$189,470
4,021 shares@ $47.13 avg price
VLCAXVanguard Large Cap Index Admiral
Recent Activity
New Position
0.06%
$187,235
1,408 shares@ $132.98 avg price
USXFIshares Tr
Recent Activity
New Position
0.05%
$180,369
3,675 shares@ $49.08 avg price
TIPRXBluerock Total Income Real Estate A
Recent Activity
New Position
0.05%
$177,435
6,591 shares@ $26.93 avg price
SOLVSolventum Corp
Recent Activity
New Position
0.05%
$169,838
2,436 shares@ $69.73 avg price