Financial Gravity Asset Management, Inc.
Top Portfolio Positions
352 positions ·
$167,843,412 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
23,592 | $8,770,326 | 5.23% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
37,979 | $7,909,886 | 4.71% | |
| NVS |
Novartis AG
Healthcare
|
47,971 | $7,327,570 | 4.37% | |
| AAPL |
Apple Inc.
Technology
|
27,738 | $7,039,627 | 4.19% | |
| MSFT |
Microsoft Corp
Technology
|
17,171 | $6,356,189 | 3.79% | |
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
16,408 | $5,545,083 | 3.30% | |
| SPY |
Spdr S&P 500 ETF Trust
|
7,731 | $5,027,778 | 3.00% | |
| UPWK |
Upwork, Inc
Communication Services
|
424,762 | $4,655,391 | 2.77% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
36,294 | $4,510,618 | 2.69% | |
| ASML |
Asml Holding NV
Technology
|
3,404 | $4,496,105 | 2.68% |
Portfolio Trend
21 quarters · across all stocks
Holdings in SMG
Shares Held
Position Value (USD)
20 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,422,062 | 39,830 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $2,333,883 | 39,998 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $2,044,561 | 35,901 | Shares | Sole | 2025-11-14 | |
| 2025-03-31 | $1,670,522 | 30,434 | Shares | Sole | 2025-04-30 | |
| 2024-06-30 | $1,914,910 | 29,433 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $2,042,572 | 27,384 | Shares | Sole | 2024-06-26 | |
| 2023-12-31 | $1,745,730 | 27,384 | Shares | Sole | 2024-06-26 | |
| 2023-09-30 | $16,203,868 | 313,548 | Shares | Sole | 2023-11-16 | |
| 2023-06-30 | $675,296 | 10,772 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $682,644 | 9,791 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $101,407 | 2,087 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $81,652 | 1,910 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $419,926 | 5,319 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $197,912 | 1,610 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $568,813 | 3,533 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $460,512 | 3,147 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $1,190,479 | 6,203 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $1,395,839 | 5,698 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $706,067 | 3,546 | Shares | Sole | 2021-02-16 | |
| 2020-03-31 | $101,565 | 992 | Shares | Sole | 2020-05-12 | |
| No 13F history on record for this holder in this stock. | ||||||