Gradient Investments
Latest statistics and disclosures from Gradient Investments's latest quarterly 13F-HR filing:
- Top 5 stock holdings are SPLG, IGTR, IGIB, SPAB, SPDW, and represent 17.25% of Gradient Investments's stock portfolio.
- Added to shares of these 10 stocks: HELO (+$43M), GLDM (+$37M), AVEM (+$35M), IQLT (+$32M), BAUG (+$24M), AXP (+$18M), ULST (+$18M), GSY (+$17M), MCHP (+$17M), IPG (+$16M).
- Started 142 new stock positions in PHYL, PBF, WKHS, VST, CCD, SCI, PENN, KCE, GBF, PSNY.
- Reduced shares in these 10 stocks: JEPI (-$50M), PRFD (-$45M), IEMG (-$43M), SPTL (-$40M), IGTR (-$37M), SPDW (-$30M), FITB (-$21M), BR (-$21M), UNP (-$19M), BX (-$18M).
- Sold out of its positions in JEQ, BCD, AOD, ASO, Activision Blizzard, PEO, ADX, Aegon, AQN, AMLI.
- Gradient Investments was a net seller of stock by $-2.4M.
- Gradient Investments has $4.1B in assets under management (AUM), dropping by 9.15%.
- Central Index Key (CIK): 0001542265
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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.
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- Download the Gradient Investments December 2023 csv data
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 |
|
Innovator Etfs Tr Gradient Tactic (IGTR) | 4.1 | $169M | -17% | 7.0M | 24.15 |
|
Ishares Tr Ishs 5-10yr Invt (IGIB) | 2.8 | $116M | +11% | 2.2M | 52.00 |
|
Spdr Ser Tr Portfolio Agrgte (SPAB) | 2.7 | $111M | -7% | 4.3M | 25.64 |
|
Spdr Index Shs Fds Portfolio Devlpd (SPDW) | 2.6 | $108M | -21% | 3.2M | 34.01 |
|
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 |
|
Apple (AAPL) | 1.9 | $80M | +2% | 415k | 192.53 |
|
Innovator Etfs Tr Us Eqty Bufr Jul (BJUL) | 1.7 | $70M | +8% | 1.9M | 37.63 |
|
Ishares Tr Msci Usa Qlt Fct (QUAL) | 1.6 | $67M | +2% | 455k | 147.14 |
|
Goldman Sachs Etf Tr Future Consumer (GBUY) | 1.6 | $65M | +28% | 2.3M | 28.10 |
|
Microsoft Corporation (MSFT) | 1.5 | $61M | +9% | 163k | 376.04 |
|
Ssga Active Etf Tr Ult Sht Trm Bd (ULST) | 1.4 | $59M | +42% | 1.5M | 40.38 |
|
Invesco Actively Managed Etf Ultra Shrt Dur (GSY) | 1.4 | $59M | +42% | 1.2M | 49.88 |
|
Amazon (AMZN) | 1.4 | $57M | +5% | 377k | 151.94 |
|
World Gold Tr Spdr Gld Minis (GLDM) | 1.4 | $57M | +178% | 1.4M | 40.91 |
|
Alphabet Cap Stk Cl C (GOOG) | 1.3 | $53M | +4% | 374k | 140.93 |
|
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) | 1.1 | $45M | -13% | 903k | 50.30 |
|
UnitedHealth (UNH) | 1.1 | $44M | +6% | 84k | 526.47 |
|
Innovator Etfs Tr Us Eqty Pwr Buf (PJUL) | 1.1 | $44M | +9% | 1.2M | 36.19 |
|
J P Morgan Exchange Traded F Hedged Equity La (HELO) | 1.0 | $43M | NEW | 807k | 52.88 |
|
Ishares Tr Ishs 1-5yr Invs (IGSB) | 1.0 | $42M | -22% | 816k | 51.27 |
|
Goldman Sachs (GS) | 0.9 | $37M | 95k | 385.77 |
|
|
JPMorgan Chase & Co. (JPM) | 0.9 | $36M | -13% | 214k | 170.10 |
|
First Tr Exchange-traded First Tr Enh New (FTSM) | 0.9 | $36M | -9% | 609k | 59.66 |
|
Chevron Corporation (CVX) | 0.9 | $35M | +4% | 238k | 149.16 |
|
Charles Schwab Corporation (SCHW) | 0.8 | $35M | 508k | 68.80 |
|
|
American Centy Etf Tr Avantis Emgmkt (AVEM) | 0.8 | $35M | NEW | 619k | 56.39 |
|
Cigna Corp (CI) | 0.8 | $35M | 116k | 299.45 |
|
|
Ishares Tr Us Br Del Se Etf (IAI) | 0.8 | $35M | -2% | 320k | 108.53 |
|
Johnson & Johnson (JNJ) | 0.8 | $34M | +4% | 217k | 156.74 |
|
Vaneck Etf Trust Morningstar Smid (SMOT) | 0.8 | $33M | -27% | 1.0M | 31.50 |
|
Pimco Etf Tr Preferred And Cp (PRFD) | 0.8 | $33M | -58% | 676k | 48.36 |
|
Morgan Stanley Com New (MS) | 0.8 | $33M | +8% | 349k | 93.25 |
|
Ishares Tr Msci Intl Qualty (IQLT) | 0.8 | $32M | +214020% | 852k | 37.56 |
|
Medtronic SHS (MDT) | 0.8 | $32M | +20% | 385k | 82.38 |
|
Extra Space Storage (EXR) | 0.7 | $31M | +8% | 191k | 160.33 |
|
Pimco Etf Tr 0-5 High Yield (HYS) | 0.7 | $30M | -3% | 326k | 93.08 |
|
Bank of America Corporation (BAC) | 0.7 | $29M | -9% | 861k | 33.67 |
|
Abbott Laboratories (ABT) | 0.7 | $28M | +4% | 258k | 110.07 |
|
NVIDIA Corporation (NVDA) | 0.7 | $28M | +14% | 56k | 495.22 |
|
Automatic Data Processing (ADP) | 0.7 | $27M | -5% | 116k | 232.97 |
|
Innovator Etfs Tr Invatr 20 Pls 9 (TBJL) | 0.6 | $26M | -9% | 1.3M | 20.21 |
|
Nextera Energy (NEE) | 0.6 | $25M | +5% | 405k | 60.74 |
|
Coca-Cola Company (KO) | 0.6 | $25M | +19% | 415k | 58.93 |
|
Comcast Corp Cl A (CMCSA) | 0.6 | $24M | -17% | 555k | 43.85 |
|
Innovator Etfs Tr Us Equt Bufr Aug (BAUG) | 0.6 | $24M | NEW | 676k | 35.98 |
|
Advanced Micro Devices (AMD) | 0.6 | $24M | +5% | 162k | 147.41 |
|
Ishares Tr 20 Yr Tr Bd Etf (TLT) | 0.6 | $23M | -11% | 233k | 98.88 |
|
Starbucks Corporation (SBUX) | 0.6 | $23M | +41% | 240k | 96.01 |
|
Palo Alto Networks (PANW) | 0.5 | $23M | 76k | 294.88 |
|
|
Innovator Etfs Tr Intrnl Dev July (IJUL) | 0.5 | $22M | +39% | 810k | 27.12 |
|
Meta Platforms Cl A (META) | 0.5 | $22M | -9% | 61k | 353.96 |
|
Matthews Asia Fds Emer Mkts Equity (MEM) | 0.5 | $21M | -24% | 759k | 28.27 |
|
Paypal Holdings (PYPL) | 0.5 | $21M | +20% | 346k | 61.41 |
|
Target Corporation (TGT) | 0.5 | $21M | -38% | 147k | 142.42 |
|
Global X Fds Glbl X Mlp Etf (MLPA) | 0.5 | $20M | +71% | 456k | 44.30 |
|
Alexandria Real Estate Equities (ARE) | 0.5 | $20M | -31% | 154k | 126.77 |
|
Exxon Mobil Corporation (XOM) | 0.5 | $19M | +2% | 195k | 99.98 |
|
Ishares Tr Conv Bd Etf (ICVT) | 0.5 | $19M | -34% | 248k | 78.59 |
|
Home Depot (HD) | 0.5 | $19M | -3% | 55k | 346.55 |
|
Dex (DXCM) | 0.5 | $19M | +28% | 153k | 124.09 |
|
Global Payments (GPN) | 0.5 | $19M | +6% | 148k | 127.00 |
|
Blackstone Group Inc Com Cl A (BX) | 0.4 | $19M | -49% | 142k | 130.92 |
|
American Express Company (AXP) | 0.4 | $18M | +2508% | 98k | 187.34 |
|
Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.4 | $18M | +15% | 52k | 356.66 |
|
Visa Com Cl A (V) | 0.4 | $18M | +3% | 71k | 260.35 |
|
Wal-Mart Stores (WMT) | 0.4 | $18M | +11% | 116k | 157.65 |
|
American Tower Reit (AMT) | 0.4 | $18M | +3% | 85k | 215.88 |
|
Ishares Tr 10-20 Yr Trs Etf (TLH) | 0.4 | $18M | -13% | 167k | 108.26 |
|
Servicenow (NOW) | 0.4 | $18M | -5% | 26k | 706.49 |
|
Amgen (AMGN) | 0.4 | $18M | -4% | 62k | 288.02 |
|
Intercontinental Exchange (ICE) | 0.4 | $18M | -7% | 139k | 128.43 |
|
Costco Wholesale Corporation (COST) | 0.4 | $18M | +9% | 27k | 660.07 |
|
L3harris Technologies (LHX) | 0.4 | $18M | -3% | 83k | 210.62 |
|
Innovator Etfs Tr Us Sml Cp Pwr B (KJUL) | 0.4 | $18M | +9% | 645k | 27.08 |
|
Ameriprise Financial (AMP) | 0.4 | $17M | -9% | 45k | 379.83 |
|
CVS Caremark Corporation (CVS) | 0.4 | $17M | -2% | 217k | 78.96 |
|
J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.4 | $17M | -74% | 311k | 54.98 |
|
Raytheon Technologies Corp (RTX) | 0.4 | $17M | +18% | 202k | 84.14 |
|
Accenture Plc Ireland Shs Class A (ACN) | 0.4 | $17M | -6% | 48k | 350.91 |
|
Dover Corporation (DOV) | 0.4 | $17M | -4% | 110k | 153.81 |
|
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 |
|
Boston Scientific Corporation (BSX) | 0.4 | $17M | +11% | 289k | 57.81 |
|
Procter & Gamble Company (PG) | 0.4 | $17M | +8% | 113k | 146.54 |
|
Microchip Technology (MCHP) | 0.4 | $17M | +32539% | 183k | 90.18 |
|
Interpublic Group of Companies (IPG) | 0.4 | $16M | +1439200% | 504k | 32.64 |
|
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 |
|
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 |
|
|
Nike CL B (NKE) | 0.4 | $16M | +6140% | 149k | 108.57 |
|
Kenvue (KVUE) | 0.4 | $16M | +17% | 743k | 21.53 |
|
Doubleline Etf Trust Commercial Real (DCMB) | 0.4 | $16M | NEW | 310k | 50.89 |
|
United Rentals (URI) | 0.4 | $16M | 27k | 573.41 |
|
|
MetLife (MET) | 0.4 | $16M | +3% | 236k | 66.13 |
|
Tractor Supply Company (TSCO) | 0.4 | $16M | -2% | 72k | 215.03 |
|
Constellation Brands Cl A (STZ) | 0.4 | $16M | -3% | 64k | 241.75 |
|
Innovator Etfs Tr Emrgng Mkt July (EJUL) | 0.4 | $15M | +9% | 650k | 23.63 |
|
United Parcel Service CL B (UPS) | 0.4 | $15M | +4% | 97k | 157.23 |
|
McDonald's Corporation (MCD) | 0.4 | $15M | +774% | 51k | 296.51 |
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ConocoPhillips (COP) | 0.4 | $15M | -7% | 129k | 116.07 |
|
Wendy's/arby's Group (WEN) | 0.4 | $15M | +3% | 765k | 19.48 |
|
Cme (CME) | 0.4 | $15M | -18% | 70k | 210.60 |
|
Becton, Dickinson and (BDX) | 0.4 | $15M | -4% | 61k | 243.83 |
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Netflix (NFLX) | 0.4 | $15M | -12% | 30k | 486.88 |
|
Air Products & Chemicals (APD) | 0.4 | $15M | -2% | 54k | 273.80 |
|
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 |
|
Neos Etf Trust Neos S&p 500 Hi (SPYI) | 0.3 | $13M | +214% | 264k | 48.20 |
|
Intuit (INTU) | 0.3 | $13M | +252712% | 20k | 625.03 |
|
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE) | 0.3 | $12M | -3% | 699k | 16.86 |
|
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 |
|
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 |
|
Ishares Tr Rus 1000 Grw Etf (IWF) | 0.0 | $735k | +35% | 2.4k | 303.17 |
|
Proshares Tr Bitcoin Strate (BITO) | 0.0 | $733k | +5% | 36k | 20.49 |
|
Wells Fargo & Company (WFC) | 0.0 | $702k | 14k | 49.22 |
|
|
First Tr Exchange-traded Indxx Inovtv Etf (LEGR) | 0.0 | $700k | +120% | 17k | 40.91 |
|
Kroger (KR) | 0.0 | $691k | -7% | 15k | 45.71 |
|
Canadian Natl Ry (CNI) | 0.0 | $675k | +23% | 5.4k | 125.63 |
|
Canadian Natural Resources (CNQ) | 0.0 | $661k | +3% | 10k | 65.52 |
|
Honeywell International (HON) | 0.0 | $660k | -6% | 3.1k | 209.68 |
|
Marathon Petroleum Corp (MPC) | 0.0 | $659k | -11% | 4.4k | 148.38 |
|
Grupo Aeroportuario Del Cent Spon Adr (OMAB) | 0.0 | $651k | NEW | 7.7k | 84.63 |
|
Mccormick & Co Com Vtg (MKC.V) | 0.0 | $640k | 9.4k | 68.00 |
|
|
Ishares Tr Rus 1000 Val Etf (IWD) | 0.0 | $632k | +36% | 3.8k | 165.25 |
|
Shell Spon Ads (SHEL) | 0.0 | $622k | -7% | 9.5k | 65.80 |
|
Schlumberger Com Stk (SLB) | 0.0 | $611k | +3% | 12k | 52.04 |
|
Bank Of Montreal Cadcom (BMO) | 0.0 | $610k | +20% | 6.2k | 98.95 |
|
Dupont De Nemours (DD) | 0.0 | $607k | -2% | 7.9k | 76.93 |
|
Cibc Cad (CM) | 0.0 | $605k | +14% | 13k | 48.14 |
|
Spdr Ser Tr Portfolio Intrmd (SPIB) | 0.0 | $603k | -10% | 18k | 32.83 |
|
Linde SHS (LIN) | 0.0 | $593k | -14% | 1.4k | 410.69 |
|
salesforce (CRM) | 0.0 | $590k | -11% | 2.2k | 263.14 |
|
Pfizer (PFE) | 0.0 | $585k | +5% | 20k | 28.79 |
|
Jack Henry & Associates (JKHY) | 0.0 | $583k | 3.6k | 163.41 |
|
|
Allstate Corporation (ALL) | 0.0 | $578k | 4.1k | 139.97 |
|
|
Nucor Corporation (NUE) | 0.0 | $577k | +12% | 3.3k | 174.06 |
|
Vanguard Index Fds Total Stk Mkt (VTI) | 0.0 | $573k | +67% | 2.4k | 237.26 |
|
Novartis Sponsored Adr (NVS) | 0.0 | $565k | -2% | 5.6k | 100.96 |
|
Xcel Energy (XEL) | 0.0 | $565k | -5% | 9.1k | 61.91 |
|
Union Pacific Corporation (UNP) | 0.0 | $561k | -97% | 2.3k | 245.60 |
|
International Business Machines (IBM) | 0.0 | $560k | -8% | 3.4k | 163.54 |
|
Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.0 | $559k | 5.4k | 103.99 |
|
|
Sierra Ban (BSRR) | 0.0 | $557k | 25k | 22.55 |
|
|
Ubs Group SHS (UBS) | 0.0 | $556k | -10% | 18k | 30.90 |
|
CRH Ord (CRH) | 0.0 | $552k | -18% | 8.0k | 69.16 |
|
Coca-cola Europacific Partne SHS (CCEP) | 0.0 | $541k | -5% | 8.1k | 66.74 |
|
Hanover Insurance (THG) | 0.0 | $538k | 4.4k | 121.42 |
|
|
Bristol Myers Squibb (BMY) | 0.0 | $538k | -93% | 11k | 51.31 |
|
Vanguard Index Fds Value Etf (VTV) | 0.0 | $538k | +7% | 3.6k | 149.50 |
|
Novo-nordisk A S Adr (NVO) | 0.0 | $534k | -24% | 5.2k | 103.44 |
|
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.0 | $534k | +2% | 9.5k | 56.14 |
|
Diamondback Energy (FANG) | 0.0 | $529k | +3606% | 3.4k | 155.08 |
|
Te Connectivity SHS (TEL) | 0.0 | $527k | 3.7k | 140.51 |
|
|
Intel Corporation (INTC) | 0.0 | $526k | +3% | 11k | 50.25 |
|
Eli Lilly & Co. (LLY) | 0.0 | $524k | +33% | 898.00 | 582.96 |
|
Toronto Dominion Bk Ont Com New (TD) | 0.0 | $519k | +9% | 8.0k | 64.62 |
|
Mayville Engineering (MEC) | 0.0 | $515k | 36k | 14.42 |
|
|
Marathon Oil Corporation (MRO) | 0.0 | $512k | 21k | 24.16 |
|
Past Filings by Gradient Investments
SEC 13F filings are viewable for Gradient Investments going back to 2011
- Gradient Investments 2023 Q4 filed Jan. 18, 2024
- Gradient Investments 2023 Q3 filed Oct. 27, 2023
- Gradient Investments 2023 Q2 filed July 11, 2023
- Gradient Investments 2023 Q1 filed April 17, 2023
- Gradient Investments 2022 Q4 filed Jan. 10, 2023
- Gradient Investments 2022 Q3 filed Oct. 14, 2022
- Gradient Investments 2022 Q2 filed July 11, 2022
- Gradient Investments 2022 Q1 filed May 26, 2022
- Gradient Investments 2021 Q4 filed Jan. 12, 2022
- Gradient Investments 2021 Q3 filed Oct. 18, 2021
- Gradient Investments 2021 Q2 filed July 12, 2021
- Gradient Investments 2021 Q1 filed April 21, 2021
- Gradient Investments 2020 Q4 filed Jan. 8, 2021
- Gradient Investments 2020 Q3 filed Oct. 6, 2020
- Gradient Investments 2020 Q2 filed July 10, 2020
- Gradient Investments 2020 Q1 filed April 7, 2020