Financial Gravity Companies, Inc.
CIK
1377167
City
Lakeway
State / Country
TX
Top Portfolio Positions
339 positions ·
$141,973,106 total
· as of Jun 30, 2025
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
34,885 | $7,653,420 | 5.39% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
23,194 | $7,367,806 | 5.19% | |
| MSFT |
Microsoft Corp
Technology
|
14,803 | $7,363,160 | 5.19% | |
| AAPL |
Apple Inc.
Technology
|
29,122 | $5,974,960 | 4.21% | |
| NVS |
Novartis AG
Healthcare
|
44,198 | $5,348,399 | 3.77% | |
| FSK |
FS KKR Capital Corp
Financial Services
|
253,974 | $5,269,960 | 3.71% | |
| UPWK |
Upwork, Inc
Communication Services
|
380,836 | $5,118,435 | 3.61% | |
| META |
Meta Platforms, Inc.
Communication Services
|
6,599 | $4,870,655 | 3.43% | |
| SHW |
Sherwin Williams Co
Basic Materials
|
12,762 | $4,381,960 | 3.09% | |
| ARM |
Arm Holdings PLC /Uk
Technology
|
23,880 | $3,862,351 | 2.72% |
Portfolio Trend
3 quarters · across all stocks
Holdings in KTN
1 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-06-30 | $3,220 | 123 | Shares | Sole | 2025-08-08 | |
| No 13F history on record for this holder in this stock. | ||||||