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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
INTCIntel Corp
Recent Activity
Increased 121.13%
0.1%
$366,609
15,627 shares@ $23.46 avg price
IEFAIshares Tr
Recent Activity
Increased 146466.67%
0.1%
$343,186
4,397 shares@ $78.06 avg price
LOWLowes Cos Inc
Recent Activity
Increased 16650%
0.08%
$272,204
1,005 shares@ $270.85 avg price
IEMGIshares Inc
Recent Activity
Increased 8248.22%
0.08%
$268,392
4,675 shares@ $57.42 avg price
IWMIshares Tr
Recent Activity
Increased 302.53%
0.07%
$246,292
1,115 shares@ $220.89 avg price
NVDANvidia Corporation
Recent Activity
Increased 380.66%
0.07%
$232,323
1,913 shares@ $121.45 avg price
IWFIshares Tr
Recent Activity
Increased 1860.87%
0.05%
$169,296
451 shares@ $375.38 avg price
IJHIshares Tr
Recent Activity
Increased 429.56%
0.04%
$133,988
2,150 shares@ $62.32 avg price
VVisa Inc
Recent Activity
Increased 10.74%
0.04%
$124,827
454 shares@ $274.95 avg price
COSTCostco Whsl Corp New
Recent Activity
Increased 2640%
0.04%
$121,453
137 shares@ $886.52 avg price