Financial Gravity Asset Management, Inc.
Top Portfolio Positions
351 positions ·
$163,477,421 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
23,592 | $8,770,326 | 5.36% |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
37,979 | $7,909,886 | 4.84% |
| NVS |
Novartis Ag
Healthcare
|
47,971 | $7,327,570 | 4.48% |
| AAPL |
Apple Inc.
Technology
|
27,738 | $7,039,627 | 4.31% |
| MSFT |
Microsoft Corp
Technology
|
17,171 | $6,356,189 | 3.89% |
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
16,408 | $5,545,083 | 3.39% |
| SPY |
Spdr S&P 500 Etf Trust
|
7,731 | $5,027,778 | 3.08% |
| UPWK |
Upwork, Inc
Communication Services
|
424,762 | $4,655,391 | 2.85% |
| WMT |
Walmart Inc.
Consumer Defensive
|
36,294 | $4,510,618 | 2.76% |
| ASML |
Asml Holding Nv
Technology
|
3,404 | $4,496,105 | 2.75% |
Portfolio Trend
Holdings in ARCC
Export CSVShares Held
Position Value (USD)
14 of 14 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $822,072 | 45,620 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $12,138 | 600 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $30,615 | 1,500 | Shares | Sole | 2025-11-14 | |
| 2025-03-31 | $1,383,493 | 62,432 | Shares | Sole | 2025-04-30 | |
| 2024-03-31 | $62 | 3 | Shares | Sole | 2024-06-26 | |
| 2023-12-31 | $20 | 1 | Shares | Sole | 2024-06-26 | |
| 2022-09-30 | $572 | 34 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $644 | 36 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $878 | 42 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $888 | 42 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $40 | 2 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $11,851 | 605 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $11,319 | 605 | Shares | Sole | 2021-05-17 | |
| 2020-03-31 | $129 | 12 | Shares | Sole | 2020-05-12 | |
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