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 | Open |
|---|---|---|---|---|---|
| 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 SMERY
1 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $51,290 | 304 | Shares | Sole | 2026-05-08 | |
| No 13F history on record for this holder in this stock. | ||||||