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Financial Gravity Wealth, Inc.
Portfolio
Holdings
Symbol | Name | Country | Sector | Industry | Most recent quarter | % of Total Shares | % of Total Assets | Shares | Book Value | Market Price Value | Fundamental Score | |||||||||||||
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AMRN.NASDAQ | Amarin Corporation PLC | USA | Healthcare | Drug Manufacturers - General | 2024-03-31 | 0.219 | 0.003 | 892.4k | $1.1m | $657.7k |
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BLPH.NASDAQ | BLPH.NASDAQ | - | - | - | - | 0.213 | 0 | 26k | - | - | ||||||||||||||
CALT.NASDAQ | Calliditas Therapeutics | USA | Healthcare | Biotechnology | 2024-03-31 | 0 | 0.002 | 17.00 | $10.13 | $666.23 |
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CION.NYSE | Cion Investment Corp | USA | Financial Services | Asset Management | 2024-03-31 | 0.881 | 0.017 | 472k | $7.5m | $5.7m |
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FERG.NYSE | Ferguson Plc | USA | Industrials | Industrial Distribution | 2024-04-30 | 0 | 0.001 | 111.00 | $3k | $21.1k |
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GNPX.NASDAQ | Genprex Inc | USA | Healthcare | Biotechnology | 2024-03-31 | 0.001 | 0 | 21.00 | $74.21 | $39.90 |
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ICL.NYSE | ICL Israel Chemicals Ltd | USA | Basic Materials | Agricultural Inputs | 2024-03-31 | 0 | 0.128 | 180.00 | $835.38 | $774.00 |
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MULN.NASDAQ | Mullen Automotive Inc. | USA | Consumer Cyclical | Auto Manufacturers | 2024-03-31 | 0.001 | 0 | 74.00 | $541.98 | $170.20 |
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PTR.NYSE | PTR.NYSE | - | - | - | - | 0 | 0.077 | 611.00 | - | - | ||||||||||||||
SELF.NASDAQ | Global Self Storage Inc | USA | Real Estate | REIT - Industrial | 2024-03-31 | 0.634 | 0.003 | 70.6k | $299.8k | $354k |
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SUPV.NYSE | Grupo Supervielle SA | USA | Financial Services | Banks - Regional | 2024-03-31 | 0 | 0.014 | 40.00 | $34.08 | $252.00 |
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SVA.NASDAQ | SVA.NASDAQ | - | - | - | - | 0.001 | 0.035 | 988.00 | - | - | ||||||||||||||
UPWK.NASDAQ | Upwork Inc | USA | Communication Services | Internet Content & Information | 2024-03-31 | 2.937 | 0.944 | 3.8m | $9.4m | $42.4m |
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Trades
Buys
Report date: 2024-03-31
Trade | Current | |||||
---|---|---|---|---|---|---|
Symbol | Shares | % | Total | $ Range | Price | % |
GNPX.NASDAQ | 21.00 | - | 58.76 | 0-8 | $1.90 | 941.1% |
MULN.NASDAQ | 74.00 | - | 571.94 | 4-15 | $2.30 | -44.0% |
Report date: 2023-09-30
Trade | Current | |||||
---|---|---|---|---|---|---|
Symbol | Shares | % | Total | $ Range | Price | % |
SELF.NASDAQ | 70.6k | - | 354.6k | 5-5 | $5.01 | 3.9% |
SVA.NASDAQ | 988.00 | - | 6.3k | 6-6 | - | - |
Report date: 2023-06-30
Trade | Current | |||||
---|---|---|---|---|---|---|
Symbol | Shares | % | Total | Price Range | Price | % |
BLPH.NASDAQ | 26k | - | 169k | 1-13 | - | - |
GNPX.NASDAQ | 53.7k | - | 45.5k | 1-1 | $1.90 | 163.0% |
Report date: 2022-12-31
Trade | Current | |||||
---|---|---|---|---|---|---|
Symbol | Shares | % | Total | $ Range | Price | % |
CALT.NASDAQ | 17.00 | - | 274.15 | 11-21 | $39.19 | 262.2% |
Sells
Report date: 2023-09-30
Trade | Current | |||||
---|---|---|---|---|---|---|
Symbol | Shares | % | Total | Price Range | Price | % |
BLPH.NASDAQ | -26k | -100.0 | -0.00 | 0-0 | - | - |
BLPH.PINK | -26k | -100.0 | -12.9k | 0-1 | - | - |
Report date: 2023-03-31
Trade | Current | |||||
---|---|---|---|---|---|---|
Symbol | Shares | % | Total | Price Range | Price | % |
BLPH.NASDAQ | -56.00 | -100.0 | -195.00 | 1-8 | - | - |
CALT.NASDAQ | -17.00 | -100.0 | -339.06 | 16-25 | $39.19 | 140.4% |
Report date: 2022-09-30
Trade | Current | |||||
---|---|---|---|---|---|---|
Symbol | Shares | % | Total | $ Range | Price | % |
FERG.NYSE | -111.00 | -100.0 | -12.9k | 102-129 | $190.82 | 87.1% |
ICL.NYSE | -180.00 | -100.0 | -1.6k | 8-11 | $4.30 | -46.6% |
Report date: 2022-06-30
Trade | Current | |||||
---|---|---|---|---|---|---|
Symbol | Shares | % | Total | Price Range | Price | % |
CEO.NYSE | -122.00 | -100.0 | -0.00 | 0-0 | - | - |
Adds
Report date: 2023-09-30
Trade | Current | |||||
---|---|---|---|---|---|---|
Symbol | Shares | % | Total | $ Range | Price | % |
CION.NYSE | 447.2k | 1,800.0 | 4.8m | 10-12 | $12.22 | 18.6% |
UPWK.NASDAQ | 3.7m | 2,216.0 | 46m | 8-16 | $10.91 | 28.4% |
Report date: 2023-06-30
Trade | Current | |||||
---|---|---|---|---|---|---|
Symbol | Shares | % | Total | $ Range | Price | % |
AMRN.NASDAQ | 892.4k | 10,000,000.0 | 1.1m | 1-2 | $0.74 | -33.0% |
Report date: 2022-09-30
Trade | Current | |||||
---|---|---|---|---|---|---|
Symbol | Shares | % | Total | $ Range | Price | % |
SUPV.NYSE | 18.00 | 81.8 | 30.29 | 1-2 | $6.30 | 425.0% |