Gradient Investments

Latest statistics and disclosures from Gradient Investments's latest quarterly 13F-HR filing:

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Portfolio Holdings for Gradient Investments

Gradient Investments holds 1832 positions in its portfolio as reported in the December 2023 quarterly 13F filing

Gradient Investments has 1832 total positions. Only the first 250 positions are shown.

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Spdr Ser Tr Portfolio S&p500 (SPLG) 5.1 $210M +2% 3.8M 55.90
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Innovator Etfs Tr Gradient Tactic (IGTR) 4.1 $169M -17% 7.0M 24.15
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Ishares Tr Ishs 5-10yr Invt (IGIB) 2.8 $116M +11% 2.2M 52.00
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Spdr Ser Tr Portfolio Agrgte (SPAB) 2.7 $111M -7% 4.3M 25.64
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Spdr Index Shs Fds Portfolio Devlpd (SPDW) 2.6 $108M -21% 3.2M 34.01
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Doubleline Etf Trust Mortgage Etf (DMBS) 2.2 $92M 1.9M 49.49
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Janus Detroit Str Tr Henderson Mtg (JMBS) 2.1 $88M +7% 1.9M 45.94
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Apple (AAPL) 1.9 $80M +2% 415k 192.53
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Innovator Etfs Tr Us Eqty Bufr Jul (BJUL) 1.7 $70M +8% 1.9M 37.63
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Ishares Tr Msci Usa Qlt Fct (QUAL) 1.6 $67M +2% 455k 147.14
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Goldman Sachs Etf Tr Future Consumer (GBUY) 1.6 $65M +28% 2.3M 28.10
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Microsoft Corporation (MSFT) 1.5 $61M +9% 163k 376.04
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Ssga Active Etf Tr Ult Sht Trm Bd (ULST) 1.4 $59M +42% 1.5M 40.38
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Invesco Actively Managed Etf Ultra Shrt Dur (GSY) 1.4 $59M +42% 1.2M 49.88
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Amazon (AMZN) 1.4 $57M +5% 377k 151.94
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World Gold Tr Spdr Gld Minis (GLDM) 1.4 $57M +178% 1.4M 40.91
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Alphabet Cap Stk Cl C (GOOG) 1.3 $53M +4% 374k 140.93
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Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) 1.1 $45M -13% 903k 50.30
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UnitedHealth (UNH) 1.1 $44M +6% 84k 526.47
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Innovator Etfs Tr Us Eqty Pwr Buf (PJUL) 1.1 $44M +9% 1.2M 36.19
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J P Morgan Exchange Traded F Hedged Equity La (HELO) 1.0 $43M NEW 807k 52.88
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Ishares Tr Ishs 1-5yr Invs (IGSB) 1.0 $42M -22% 816k 51.27
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Goldman Sachs (GS) 0.9 $37M 95k 385.77
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JPMorgan Chase & Co. (JPM) 0.9 $36M -13% 214k 170.10
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First Tr Exchange-traded First Tr Enh New (FTSM) 0.9 $36M -9% 609k 59.66
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Chevron Corporation (CVX) 0.9 $35M +4% 238k 149.16
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Charles Schwab Corporation (SCHW) 0.8 $35M 508k 68.80
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American Centy Etf Tr Avantis Emgmkt (AVEM) 0.8 $35M NEW 619k 56.39
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Cigna Corp (CI) 0.8 $35M 116k 299.45
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Ishares Tr Us Br Del Se Etf (IAI) 0.8 $35M -2% 320k 108.53
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Johnson & Johnson (JNJ) 0.8 $34M +4% 217k 156.74
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Vaneck Etf Trust Morningstar Smid (SMOT) 0.8 $33M -27% 1.0M 31.50
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Pimco Etf Tr Preferred And Cp (PRFD) 0.8 $33M -58% 676k 48.36
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Morgan Stanley Com New (MS) 0.8 $33M +8% 349k 93.25
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Ishares Tr Msci Intl Qualty (IQLT) 0.8 $32M +214020% 852k 37.56
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Medtronic SHS (MDT) 0.8 $32M +20% 385k 82.38
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Extra Space Storage (EXR) 0.7 $31M +8% 191k 160.33
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Pimco Etf Tr 0-5 High Yield (HYS) 0.7 $30M -3% 326k 93.08
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Bank of America Corporation (BAC) 0.7 $29M -9% 861k 33.67
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Abbott Laboratories (ABT) 0.7 $28M +4% 258k 110.07
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NVIDIA Corporation (NVDA) 0.7 $28M +14% 56k 495.22
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Automatic Data Processing (ADP) 0.7 $27M -5% 116k 232.97
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Innovator Etfs Tr Invatr 20 Pls 9 (TBJL) 0.6 $26M -9% 1.3M 20.21
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Nextera Energy (NEE) 0.6 $25M +5% 405k 60.74
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Coca-Cola Company (KO) 0.6 $25M +19% 415k 58.93
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Comcast Corp Cl A (CMCSA) 0.6 $24M -17% 555k 43.85
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Innovator Etfs Tr Us Equt Bufr Aug (BAUG) 0.6 $24M NEW 676k 35.98
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Advanced Micro Devices (AMD) 0.6 $24M +5% 162k 147.41
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Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.6 $23M -11% 233k 98.88
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Starbucks Corporation (SBUX) 0.6 $23M +41% 240k 96.01
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Palo Alto Networks (PANW) 0.5 $23M 76k 294.88
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Innovator Etfs Tr Intrnl Dev July (IJUL) 0.5 $22M +39% 810k 27.12
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Meta Platforms Cl A (META) 0.5 $22M -9% 61k 353.96
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Matthews Asia Fds Emer Mkts Equity (MEM) 0.5 $21M -24% 759k 28.27
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Paypal Holdings (PYPL) 0.5 $21M +20% 346k 61.41
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Target Corporation (TGT) 0.5 $21M -38% 147k 142.42
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Global X Fds Glbl X Mlp Etf (MLPA) 0.5 $20M +71% 456k 44.30
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Alexandria Real Estate Equities (ARE) 0.5 $20M -31% 154k 126.77
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Exxon Mobil Corporation (XOM) 0.5 $19M +2% 195k 99.98
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Ishares Tr Conv Bd Etf (ICVT) 0.5 $19M -34% 248k 78.59
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Home Depot (HD) 0.5 $19M -3% 55k 346.55
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Dex (DXCM) 0.5 $19M +28% 153k 124.09
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Global Payments (GPN) 0.5 $19M +6% 148k 127.00
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Blackstone Group Inc Com Cl A (BX) 0.4 $19M -49% 142k 130.92
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American Express Company (AXP) 0.4 $18M +2508% 98k 187.34
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Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.4 $18M +15% 52k 356.66
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Visa Com Cl A (V) 0.4 $18M +3% 71k 260.35
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Wal-Mart Stores (WMT) 0.4 $18M +11% 116k 157.65
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American Tower Reit (AMT) 0.4 $18M +3% 85k 215.88
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Ishares Tr 10-20 Yr Trs Etf (TLH) 0.4 $18M -13% 167k 108.26
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Servicenow (NOW) 0.4 $18M -5% 26k 706.49
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Amgen (AMGN) 0.4 $18M -4% 62k 288.02
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Intercontinental Exchange (ICE) 0.4 $18M -7% 139k 128.43
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Costco Wholesale Corporation (COST) 0.4 $18M +9% 27k 660.07
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L3harris Technologies (LHX) 0.4 $18M -3% 83k 210.62
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Innovator Etfs Tr Us Sml Cp Pwr B (KJUL) 0.4 $18M +9% 645k 27.08
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Ameriprise Financial (AMP) 0.4 $17M -9% 45k 379.83
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CVS Caremark Corporation (CVS) 0.4 $17M -2% 217k 78.96
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J P Morgan Exchange Traded F Equity Premium (JEPI) 0.4 $17M -74% 311k 54.98
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Raytheon Technologies Corp (RTX) 0.4 $17M +18% 202k 84.14
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Accenture Plc Ireland Shs Class A (ACN) 0.4 $17M -6% 48k 350.91
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Dover Corporation (DOV) 0.4 $17M -4% 110k 153.81
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Broadcom (AVGO) 0.4 $17M 15k 1116.25
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Ball Corporation (BALL) 0.4 $17M 293k 57.52
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Analog Devices (ADI) 0.4 $17M -3% 85k 198.56
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Boston Scientific Corporation (BSX) 0.4 $17M +11% 289k 57.81
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Procter & Gamble Company (PG) 0.4 $17M +8% 113k 146.54
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Microchip Technology (MCHP) 0.4 $17M +32539% 183k 90.18
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Interpublic Group of Companies (IPG) 0.4 $16M +1439200% 504k 32.64
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Lowe's Companies (LOW) 0.4 $16M +9% 74k 222.55
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Ares Management Corporation Cl A Com Stk (ARES) 0.4 $16M -21% 138k 118.92
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Chubb (CB) 0.4 $16M -10% 72k 226.00
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AvalonBay Communities (AVB) 0.4 $16M -3% 87k 187.22
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SYSCO Corporation (SYY) 0.4 $16M 222k 73.13
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Nike CL B (NKE) 0.4 $16M +6140% 149k 108.57
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Kenvue (KVUE) 0.4 $16M +17% 743k 21.53
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Doubleline Etf Trust Commercial Real (DCMB) 0.4 $16M NEW 310k 50.89
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United Rentals (URI) 0.4 $16M 27k 573.41
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MetLife (MET) 0.4 $16M +3% 236k 66.13
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Tractor Supply Company (TSCO) 0.4 $16M -2% 72k 215.03
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Constellation Brands Cl A (STZ) 0.4 $16M -3% 64k 241.75
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Innovator Etfs Tr Emrgng Mkt July (EJUL) 0.4 $15M +9% 650k 23.63
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United Parcel Service CL B (UPS) 0.4 $15M +4% 97k 157.23
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McDonald's Corporation (MCD) 0.4 $15M +774% 51k 296.51
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ConocoPhillips (COP) 0.4 $15M -7% 129k 116.07
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Wendy's/arby's Group (WEN) 0.4 $15M +3% 765k 19.48
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Cme (CME) 0.4 $15M -18% 70k 210.60
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Becton, Dickinson and (BDX) 0.4 $15M -4% 61k 243.83
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Netflix (NFLX) 0.4 $15M -12% 30k 486.88
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Air Products & Chemicals (APD) 0.4 $15M -2% 54k 273.80
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Genpact SHS (G) 0.4 $15M 420k 34.71
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Aptiv SHS (APTV) 0.3 $14M +36% 155k 89.72
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Ishares Tr 7-10 Yr Trsy Bd (IEF) 0.3 $13M -17% 138k 96.39
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Neos Etf Trust Neos S&p 500 Hi (SPYI) 0.3 $13M +214% 264k 48.20
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Intuit (INTU) 0.3 $13M +252712% 20k 625.03
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First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE) 0.3 $12M -3% 699k 16.86
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Quanta Services (PWR) 0.3 $12M +669187% 54k 215.80
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Lam Research Corporation (LRCX) 0.3 $12M +32411% 15k 783.26
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Ecolab (ECL) 0.3 $11M +7% 57k 198.35
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Southwest Airlines (LUV) 0.3 $11M +37% 378k 28.88
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Chipotle Mexican Grill (CMG) 0.3 $11M +57625% 4.6k 2286.96
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Avery Dennison Corporation (AVY) 0.3 $11M +2% 52k 202.16
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O'reilly Automotive (ORLY) 0.3 $10M -7% 11k 950.04
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Equinix (EQIX) 0.2 $9.7M +12% 12k 805.36
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Iqvia Holdings (IQV) 0.2 $9.3M -34% 40k 231.38
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Waste Connections (WCN) 0.2 $9.0M +4% 60k 149.27
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Innovator Etfs Tr Grwt100 Pwr Buf (NJUL) 0.2 $8.8M +8% 160k 55.10
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Thermo Fisher Scientific (TMO) 0.2 $8.7M +27% 16k 530.77
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Mastercard Incorporated Cl A (MA) 0.2 $8.6M 20k 426.50
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Ishares Tr Ibonds 24 Trm Ts (IBTE) 0.2 $6.2M 261k 23.86
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Ishares Tr Ibonds 25 Trm Ts (IBTF) 0.1 $6.1M +225% 261k 23.28
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Snap Cl A (SNAP) 0.1 $6.0M -9% 353k 16.93
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Abrdn Platinum Etf Trust Physcl Platm Shs (PPLT) 0.1 $5.7M -5% 62k 91.16
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Lockheed Martin Corporation (LMT) 0.1 $5.2M -23% 12k 453.22
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Azek Cl A (AZEK) 0.1 $5.1M +133498% 134k 38.25
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Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP) 0.1 $4.9M +234% 241k 20.45
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Invesco Exch Trd Slf Idx Bulshs 2024 Cb (BSCO) 0.1 $4.9M -4% 235k 20.89
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Lululemon Athletica (LULU) 0.1 $4.9M -10% 9.5k 511.26
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Bondbloxx Etf Trust Bloomberg Fve Yr (XFIV) 0.1 $4.8M NEW 98k 49.12
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Pacira Pharmaceuticals (PCRX) 0.1 $4.7M +32% 140k 33.74
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Ishares Tr Msci Kld400 Soc (DSI) 0.1 $4.6M -2% 51k 91.05
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Ulta Salon, Cosmetics & Fragrance (ULTA) 0.1 $4.6M +9264% 9.4k 489.99
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Five Below (FIVE) 0.1 $4.6M 22k 213.16
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Invesco Exch Traded Fd Tr Ii Kbw Hig Dv Yld (KBWD) 0.1 $4.6M +7% 288k 15.86
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Fortinet (FTNT) 0.1 $4.6M +36% 78k 58.53
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Texas Roadhouse (TXRH) 0.1 $4.5M +2% 37k 122.23
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Shockwave Med (SWAV) 0.1 $4.4M +63% 23k 190.56
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Abrdn Silver Etf Trust Physcl Silvr Shs (SIVR) 0.1 $4.2M -5% 186k 22.77
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Vaneck Etf Trust Bdc Income Etf (BIZD) 0.1 $4.2M -50% 263k 16.04
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Invitation Homes (INVH) 0.1 $4.2M +4% 123k 34.11
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Lpl Financial Holdings (LPLA) 0.1 $4.2M 18k 227.62
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Series Portfolios Tr Panagram Bbb B (CLOZ) 0.1 $4.1M NEW 157k 26.40
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Saia (SAIA) 0.1 $4.1M +188020% 9.4k 438.23
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Vaneck Etf Trust Clo Etf (CLOI) 0.1 $4.1M -49% 79k 52.13
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Southwestern Energy Company (SWN) 0.1 $4.0M -18% 614k 6.55
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Bondbloxx Etf Trust Bloomberg Seven (XSVN) 0.1 $3.8M NEW 79k 48.35
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Healthequity (HQY) 0.1 $3.8M +17% 57k 66.30
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Neos Etf Trust Neos Enh Inm Cas (CSHI) 0.1 $3.6M NEW 72k 49.92
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Ishares Gold Tr Ishares New (IAU) 0.1 $3.5M 89k 39.03
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Spdr Ser Tr S&p 500 Esg Etf (EFIV) 0.1 $3.2M -2% 68k 46.20
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Ishares Tr Esg Aware Msci (ESML) 0.1 $3.0M 78k 38.01
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Bondbloxx Etf Trust Bloomberg Three (XTRE) 0.1 $2.9M NEW 58k 49.34
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Ishares Tr Esg Awr Us Agrgt (EAGG) 0.1 $2.6M 55k 47.74
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Tesla Motors (TSLA) 0.1 $2.6M +121% 10k 248.49
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Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.1 $2.5M +21% 5.3k 475.29
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Bondbloxx Etf Trust Bloomberg Ten Yr (XTEN) 0.1 $2.4M NEW 51k 47.72
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F5 Networks (FFIV) 0.1 $2.3M -5% 13k 178.97
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First Tr Exchng Traded Fd Vi Skybridge Crypto (CRPT) 0.1 $2.2M +87% 228k 9.67
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Sprott Physical Silver Tr Tr Unit (PSLV) 0.1 $2.2M 272k 8.08
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Goldman Sachs Etf Tr Just Us Lrg Cp (JUST) 0.1 $2.1M -2% 31k 67.97
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Boeing Company (BA) 0.0 $1.9M +2% 7.2k 260.68
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Amplify Etf Tr Blockchain Ldr (BLOK) 0.0 $1.9M +100% 63k 29.85
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Us Bancorp Del Com New (USB) 0.0 $1.7M 40k 43.28
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Ishares Tr Ibonds 26 Trm Ts (IBTG) 0.0 $1.7M +1444% 76k 22.86
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Invesco Qqq Tr Unit Ser 1 (QQQ) 0.0 $1.7M +2% 4.1k 409.56
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Proshares Tr Metaverse Etf (VERS) 0.0 $1.6M +115% 39k 42.27
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Ishares Tr Msci Lw Crb Tg (CRBN) 0.0 $1.5M 9.3k 165.48
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Schwab Strategic Tr Us Dividend Eq (SCHD) 0.0 $1.5M 19k 76.13
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Abbvie (ABBV) 0.0 $1.5M 9.4k 154.97
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Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ) 0.0 $1.5M +1446% 75k 19.30
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Pepsi (PEP) 0.0 $1.4M +6% 8.0k 169.84
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Hca Holdings (HCA) 0.0 $1.3M 4.9k 270.68
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Caterpillar (CAT) 0.0 $1.2M +3% 4.2k 295.64
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Global X Fds Gbl X Blockchain (BKCH) 0.0 $1.1M +92% 24k 46.24
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Verizon Communications (VZ) 0.0 $1.1M +53% 30k 37.70
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Alphabet Cap Stk Cl A (GOOGL) 0.0 $1.1M -10% 7.8k 139.69
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Suncor Energy (SU) 0.0 $1.1M +2% 34k 32.04
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AFLAC Incorporated (AFL) 0.0 $1.1M 13k 82.50
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Valero Energy Corporation (VLO) 0.0 $1.1M +103% 8.2k 130.00
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Invesco Exch Trd Slf Idx Bulshs 2024 Hy (BSJO) 0.0 $1.0M -9% 46k 22.71
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Invesco Exch Trd Slf Idx Bulshs 2025 Hy (BSJP) 0.0 $1.0M +194% 46k 22.73
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Sempra Energy (SRE) 0.0 $1.0M 14k 74.73
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Global X Fds S&p 500 Catholic (CATH) 0.0 $947k +7% 16k 57.99
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Spdr Ser Tr Nuveen Blmbrg Mu (TFI) 0.0 $923k 20k 47.00
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At&t (T) 0.0 $923k 55k 16.78
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Ark Etf Tr Next Gnrtn Inter (ARKW) 0.0 $901k +99% 12k 75.90
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Ishares Tr Core S&p500 Etf (IVV) 0.0 $895k +6% 1.9k 477.57
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Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.0 $887k +36% 2.0k 436.86
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Ishares Tr Esg Awre Usd Etf (SUSC) 0.0 $874k 38k 23.27
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Merck & Co (MRK) 0.0 $819k 7.5k 109.02
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Walt Disney Company (DIS) 0.0 $789k -2% 8.7k 90.30
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Duke Energy Corp Com New (DUK) 0.0 $785k 8.1k 97.04
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First Tr Exchange-traded Nasdq Artfcial (ROBT) 0.0 $778k +126% 17k 45.53
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Spdr Ser Tr Spdr Msci Usa Ge (SHE) 0.0 $744k -2% 7.8k 95.00
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Ishares Tr Rus 1000 Grw Etf (IWF) 0.0 $735k +35% 2.4k 303.17
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Proshares Tr Bitcoin Strate (BITO) 0.0 $733k +5% 36k 20.49
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Wells Fargo & Company (WFC) 0.0 $702k 14k 49.22
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First Tr Exchange-traded Indxx Inovtv Etf (LEGR) 0.0 $700k +120% 17k 40.91
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Kroger (KR) 0.0 $691k -7% 15k 45.71
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Canadian Natl Ry (CNI) 0.0 $675k +23% 5.4k 125.63
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Canadian Natural Resources (CNQ) 0.0 $661k +3% 10k 65.52
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Honeywell International (HON) 0.0 $660k -6% 3.1k 209.68
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Marathon Petroleum Corp (MPC) 0.0 $659k -11% 4.4k 148.38
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Grupo Aeroportuario Del Cent Spon Adr (OMAB) 0.0 $651k NEW 7.7k 84.63
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Mccormick & Co Com Vtg (MKC.V) 0.0 $640k 9.4k 68.00
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Ishares Tr Rus 1000 Val Etf (IWD) 0.0 $632k +36% 3.8k 165.25
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Shell Spon Ads (SHEL) 0.0 $622k -7% 9.5k 65.80
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Schlumberger Com Stk (SLB) 0.0 $611k +3% 12k 52.04
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Bank Of Montreal Cadcom (BMO) 0.0 $610k +20% 6.2k 98.95
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Dupont De Nemours (DD) 0.0 $607k -2% 7.9k 76.93
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Cibc Cad (CM) 0.0 $605k +14% 13k 48.14
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Spdr Ser Tr Portfolio Intrmd (SPIB) 0.0 $603k -10% 18k 32.83
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Linde SHS (LIN) 0.0 $593k -14% 1.4k 410.69
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salesforce (CRM) 0.0 $590k -11% 2.2k 263.14
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Pfizer (PFE) 0.0 $585k +5% 20k 28.79
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Jack Henry & Associates (JKHY) 0.0 $583k 3.6k 163.41
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Allstate Corporation (ALL) 0.0 $578k 4.1k 139.97
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Nucor Corporation (NUE) 0.0 $577k +12% 3.3k 174.06
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Vanguard Index Fds Total Stk Mkt (VTI) 0.0 $573k +67% 2.4k 237.26
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Novartis Sponsored Adr (NVS) 0.0 $565k -2% 5.6k 100.96
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Xcel Energy (XEL) 0.0 $565k -5% 9.1k 61.91
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Union Pacific Corporation (UNP) 0.0 $561k -97% 2.3k 245.60
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International Business Machines (IBM) 0.0 $560k -8% 3.4k 163.54
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Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.0 $559k 5.4k 103.99
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Sierra Ban (BSRR) 0.0 $557k 25k 22.55
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Ubs Group SHS (UBS) 0.0 $556k -10% 18k 30.90
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CRH Ord (CRH) 0.0 $552k -18% 8.0k 69.16
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Coca-cola Europacific Partne SHS (CCEP) 0.0 $541k -5% 8.1k 66.74
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Hanover Insurance (THG) 0.0 $538k 4.4k 121.42
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Bristol Myers Squibb (BMY) 0.0 $538k -93% 11k 51.31
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Vanguard Index Fds Value Etf (VTV) 0.0 $538k +7% 3.6k 149.50
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Novo-nordisk A S Adr (NVO) 0.0 $534k -24% 5.2k 103.44
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Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.0 $534k +2% 9.5k 56.14
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Diamondback Energy (FANG) 0.0 $529k +3606% 3.4k 155.08
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Te Connectivity SHS (TEL) 0.0 $527k 3.7k 140.51
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Intel Corporation (INTC) 0.0 $526k +3% 11k 50.25
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Eli Lilly & Co. (LLY) 0.0 $524k +33% 898.00 582.96
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Toronto Dominion Bk Ont Com New (TD) 0.0 $519k +9% 8.0k 64.62
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Mayville Engineering (MEC) 0.0 $515k 36k 14.42
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Marathon Oil Corporation (MRO) 0.0 $512k 21k 24.16
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Past Filings by Gradient Investments

SEC 13F filings are viewable for Gradient Investments going back to 2011

View all past filings