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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
ASMLAsml Holding N V
Recent Activity
Increased 595.49%
0.49%
$1.796M
2,156 shares@ $833.25 avg price
JNJJohnson & Johnson
Recent Activity
Increased 1697.05%
0.48%
$1.777M
10,962 shares@ $162.07 avg price
DEODiageo Plc
Recent Activity
Increased 3943.23%
0.48%
$1.759M
12,534 shares@ $140.35 avg price
NKENike Inc
Recent Activity
Increased 812.08%
0.47%
$1.749M
19,783 shares@ $88.4 avg price
DISDisney Walt Co
Recent Activity
Increased 472.25%
0.44%
$1.624M
16,887 shares@ $96.2 avg price
MRNAModerna Inc
Recent Activity
New Position
0.37%
$1.371M
20,512 shares@ $66.84 avg price
BILSpdr Ser Tr
Recent Activity
Decreased -46.36%
0.37%
$1.355M
14,763 shares@ $91.81 avg price
VTSAXVanguard Total Stock Mkt Idx Adm
Recent Activity
New Position
0.29%
$1.058M
7,676 shares@ $137.87 avg price
SWVXXSchwab Value Advantage Money Investor Shares
Recent Activity
New Position
0.26%
$946,585
946,585 shares@ $1.0 avg price
0560⤦Bnp Paribas Sa 0 27f Due 08 04 27
Recent Activity
New Position
0.24%
$874,820
775,000 shares@ $1.13 avg price