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Financial Gravity Wealth, Inc.

Q1 2022 Holdings

Filed 2022-05-13 | 15272 holdings | $8.7M | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↑Shares% Portfolio
Ameresco Inc(AMRC)Stock02361E108$3800.0%
Stewart Information Svcs COR(STC)Stock860372101$3610.0%
Repligen Corp(RGEN)Stock759916109$31880.0%
Buckle Inc(BKE)Stock118440106$3330.0%
Golub Cap BDC Inc(GBDC)Stock38173M102$3150.0%
Lululemon Athletica Inc(LULU)ADR550021109$33650.0%
Maxeon Solar Technologies LTStockY58473102$3140.0%
Kodiak Sciences Inc COMStock001468748$3240.0%
Solaredge Technologies Inc(SEDG)Stock83417M104$33220.0%
Smith A O Corp(AOS)Stock831865209$3640.0%
B Riley Finl IncStock001464790$3700.0%
Cooper COS IncStock216648402$34180.0%
Splunk Inc(SPLKCHF)Stock848637104$31490.0%
Trinet Group Inc(TNET)Stock896288107$3980.0%
Universal Display Corp(OLED)Stock91347P105$31670.0%
Zimvie IncStock001876588$3690.0%
Pepsico Inc(PEP)COM713448108$3160.0%
Sanlam LTD Spons ADR(SLLDY)ADR80104Q208$3100.0%
National Fuel Gas Co(NFG)Stock636180101$4690.0%
LPL Finl Hldgs Inc(LPLA)Stock50212V100$41830.0%
Otter Tail Corp(OTTR)Stock689648103$41260.0%
Paycom Software Inc(PAYC)Stock70432V102$43460.0%
Crispr Therapeutics AG(CRSP)StockH17182108$4630.0%
Prospect Cap Corp(PSEC)Closed End Fund74348T102$4160.0%
Main STR Cap Corp(MAIN)Stock56035L104$4860.0%
Ishares Inc(EWK)ETF464286301$4400.0%
Cohen & Steers Inc(CNS)Stock19247A100$41720.0%
Sandy Spring Bancorp Inc(SD2)Stock800363103$4900.0%
Copart Inc(CPRT)Stock217204106$41250.0%
Sanofi(SNY)ADR80105N105$43060.0%
Xylem Inc(XYL)COM98419M100$41010.0%
Block Inc(XYZ)Stock852234103$41360.0%
Moelis & Co(MC)Stock60786M105$4940.0%
Kyndryl Hldgs IncStock001867072$4650.0%
Williams Sonoma Inc(WSM)Stock969904101$42900.0%
Hello Group IncADR60879B107$460.0%
First Amern Finl Corp(FAF)Stock31847R102$41300.0%
FIN Gravity Companies Inc COM(FGCO)COM31754E102$442,6000.0%
Federated Hermes Inc(FHI)Stock314211103$4680.0%
Lakeland Finl Corp(LKFN)Stock511656100$41460.0%
Etsy Inc(ETSY)Stock29786A106$41240.0%
Umpqua Hldgs Corp(UMPQUSD)Stock904214103$4380.0%
Carlyle Group L P COM UTS LTD PTNStock14309L102$4980.0%
Danone Sponsored ADR(DANOY)ADR23636T100$4110.0%
BOK Finl Corp(BOKF)Stock05561Q201$41880.0%
Ares Capital Corp(ARCC)Stock04010L103$4420.0%
Anheuser Busch Inbev SA(BUD)ADR03524A108$53600.0%
OWL Rock Capital Corporation COMClosed End Fund68273G101$5300.0%
First Solar Inc(FSLR)Stock336433107$5840.0%
Cincinnati Finl Corp(CINF)Stock172062101$52720.0%
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