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Gradient Investments

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

Top 5 stock holdings are SPLG, NVDA, MSFT, AMZN, AAPL, and represent 13.98% of Gradient Investments's stock portfolio.
Added to shares of these 10 stocks: SEPU (+$90M), UYLD (+$72M), QQQM (+$63M), IETC (+$51M), XLF (+$44M), Innovator Etfs Trust (+$36M), NAUG (+$34M), DMBS (+$26M), MLM (+$25M), PRIV (+$18M).
Started 41 new stock positions in MCO, CME, INTC, VGT, TXN, WELL, GIS, PRIV, VIG, Innovator Etfs Trust.
Reduced shares in these 10 stocks: ULST (-$73M), QUAL (-$73M), BBUS (-$59M), BAPR (-$48M), XBAP (-$47M), MBS (-$41M), OCTW (-$38M), NAPR (-$33M), RSP (-$31M), AZEK (-$27M).
Sold out of its positions in ACP, PPLT, AMT, ARES, ARCC, AZEK, BX, CI, CAH, STZ.
Gradient Investments was a net buyer of stock by $226M.
Gradient Investments has $6.0B in assets under management (AUM), dropping by 9.50%.
Central Index Key (CIK): 0001542265

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Portfolio Holdings for Gradient Investments

Gradient Investments holds 369 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Spdr Series Trust Portfolio S&p500 (SPLG)	4.9	$294M	+5%	3.7M	78.34	View chart
NVIDIA Corporation (NVDA)	2.5	$148M	+2%	793k	186.58	View chart
Microsoft Corporation (MSFT)	2.5	$148M	+4%	285k	517.95	View chart
Amazon (AMZN)	2.1	$126M	+3%	572k	219.57	View chart
Apple (AAPL)	2.0	$123M	+3%	482k	254.63	View chart
Doubleline Etf Trust Mortgage Etf (DMBS)	2.0	$120M	+28%	2.4M	49.68	View chart
Alphabet Cap Stk Cl C (GOOG)	2.0	$119M		490k	243.55	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	1.7	$104M	+9%	1.3M	78.90	View chart
Spdr Series Trust Portfolio Agrgte (SPAB)	1.7	$99M		3.8M	25.85	View chart
Janus Detroit Str Tr Henderson Mtg (JMBS)	1.6	$98M	+7%	2.1M	45.67	View chart
Meta Platforms Cl A (META)	1.6	$95M	+6%	129k	734.38	View chart
Neos Etf Trust Neos S&p 500 Hi (SPYI)	1.5	$92M	+5%	1.8M	52.30	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	1.5	$91M		2.1M	42.79	View chart
Aim Etf Products Trust Allianzim Us Equ (SEPU)	1.5	$90M	NEW	3.1M	28.50	View chart
Columbia Etf Tr I Resh Enhnc Cor (RECS)	1.4	$86M	+5%	2.1M	40.35	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	1.3	$80M	+4%	1.1M	75.11	View chart
World Gold Tr Spdr Gld Minis (GLDM)	1.3	$76M	+7%	993k	76.45	View chart
Invesco Actively Managed Exc Ultra Shrt Dur (GSY)	1.2	$72M		1.4M	50.23	View chart
Angel Oak Funds Trust Oak Ultrashort (UYLD)	1.2	$72M	NEW	1.4M	51.15	View chart
Broadcom (AVGO)	1.2	$71M		216k	329.91	View chart
Ishares U S Etf Tr U.s. Tech Indepd (IETC)	1.1	$64M	+403%	625k	101.93	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	1.1	$63M	NEW	256k	247.12	View chart
Goldman Sachs (GS)	1.0	$60M	-2%	75k	796.35	View chart
JPMorgan Chase & Co. (JPM)	1.0	$59M		188k	315.43	View chart
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)	1.0	$59M	+7%	1.2M	50.78	View chart
Bondbloxx Etf Trust Bloomberg Fve Yr (XFIV)	0.9	$56M	+7%	1.1M	49.53	View chart
Pimco Etf Tr Preferred And Cp (PRFD)	0.9	$54M	+4%	1.0M	51.80	View chart
Innovator Etfs Trust Gradient Tactic (IGTR)	0.9	$54M	-17%	2.0M	26.42	View chart
Morgan Stanley Com New (MS)	0.9	$54M		337k	158.96	View chart
J P Morgan Exchange Traded F Hedged Equity La (HELO)	0.9	$52M		802k	65.00	View chart
Doubleline Etf Trust Asset Backed Sec (DABS)	0.9	$52M	+5%	1.0M	51.07	View chart
Chevron Corporation (CVX)	0.9	$51M	+4%	330k	155.29	View chart
Visa Com Cl A (V)	0.8	$51M		148k	341.38	View chart
Aim Etf Products Trust Us Lrgcp B10 Feb (FEBT)	0.8	$49M		1.3M	37.04	View chart
UnitedHealth (UNH)	0.8	$49M	+14%	142k	345.30	View chart
Select Sector Spdr Tr Financial (XLF)	0.7	$44M	+11778%	821k	53.87	View chart
Medtronic SHS (MDT)	0.7	$44M	+2%	463k	95.24	View chart
Wal-Mart Stores (WMT)	0.7	$43M	+6%	421k	103.06	View chart
Bondbloxx Etf Trust Bbb Rated 1 5 Ye (BBBS)	0.7	$43M	+6%	838k	51.70	View chart
Johnson & Johnson (JNJ)	0.7	$42M	+2%	228k	185.42	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.7	$42M	+7%	83k	502.74	View chart
Innovator Etfs Trust Us Eqt Aclrtd 9 (XBJL)	0.7	$41M		1.1M	37.45	View chart
Eaton Corp SHS (ETN)	0.7	$41M	+46%	109k	374.25	View chart
Abbott Laboratories (ABT)	0.7	$40M	+2%	299k	133.94	View chart
United Rentals (URI)	0.7	$39M		41k	954.67	View chart
Bondbloxx Etf Trust Bloomberg Seven (XSVN)	0.7	$39M	+7%	811k	48.19	View chart
McDonald's Corporation (MCD)	0.6	$38M	+2%	125k	303.89	View chart
Ishares Tr Ishs 5-10yr Invt (IGIB)	0.6	$37M	+70%	692k	54.09	View chart
Lowe's Companies (LOW)	0.6	$37M	+7%	147k	251.31	View chart
Amphenol Corp Cl A (APH)	0.6	$37M	+2%	295k	123.75	View chart
Innovator Etfs Trust Equity Dual Dirt	0.6	$36M	NEW	1.8M	20.47	View chart
First Tr Exchange-traded First Tr Enh New (FTSM)	0.6	$36M	+43%	606k	59.91	View chart
Coca-Cola Company (KO)	0.6	$36M	+3%	546k	66.32	View chart
Bank of America Corporation (BAC)	0.6	$35M		684k	51.59	View chart
Spdr Series Trust Portfli Intrmdit (SPTI)	0.6	$35M	+5%	1.2M	28.90	View chart
First Tr Exchng Traded Fd Vi Skybridge Crypto (CRPT)	0.6	$35M	+23%	1.6M	22.28	View chart
Bondbloxx Etf Trust Bloomberg Three (XTRE)	0.6	$35M	+6%	693k	49.84	View chart
Procter & Gamble Company (PG)	0.6	$35M	+3%	224k	153.65	View chart
Innovator Etfs Trust Growth 100 Pwr B (NAUG)	0.6	$34M	NEW	1.2M	28.95	View chart
Lam Research Corp Com New (LRCX)	0.6	$34M	+2%	252k	133.90	View chart
Spdr Series Trust Bloomberg 1-3 Mo (BIL)	0.6	$34M		366k	91.75	View chart
Nextera Energy (NEE)	0.6	$33M	+4%	442k	75.49	View chart
Palo Alto Networks (PANW)	0.6	$33M	+7%	164k	203.62	View chart
Netflix (NFLX)	0.5	$33M	+6%	27k	1198.94	View chart
Bondbloxx Etf Trust Bloomberg Ten Yr (XTEN)	0.5	$31M	+53%	668k	46.63	View chart
Bondbloxx Etf Trust Bondbloxx Privat (PCMM)	0.5	$30M	+7%	594k	50.57	View chart
Quanta Services (PWR)	0.5	$29M	+5%	71k	414.42	View chart
Ark Etf Tr Next Gnrtn Inter (ARKW)	0.5	$29M	+20%	166k	174.61	View chart
Amplify Etf Tr Blockchain Ldr (BLOK)	0.5	$29M	+23%	427k	67.04	View chart
Vaneck Etf Trust Morningstar Smid (SMOT)	0.5	$29M	-36%	789k	36.08	View chart
Innovator Etfs Trust Equity Def Protn (TJUL)	0.5	$28M	+2%	953k	29.29	View chart
Aim Etf Products Trust Us Lrgcp B10 Jul (JULT)	0.4	$27M		608k	43.87	View chart
Target Corporation (TGT)	0.4	$26M	+5%	284k	89.70	View chart
Martin Marietta Materials (MLM)	0.4	$25M	NEW	40k	630.28	View chart
Extra Space Storage (EXR)	0.4	$25M	-23%	175k	140.94	View chart
Costco Wholesale Corporation (COST)	0.4	$24M	+7%	26k	925.64	View chart
Servicenow (NOW)	0.4	$24M	+7%	26k	920.28	View chart
Ecolab (ECL)	0.4	$24M	+5%	88k	273.86	View chart
Innovator Etfs Trust Innovator Inter (ISEP)	0.4	$24M	+2%	748k	31.87	View chart
ConocoPhillips (COP)	0.4	$24M	+4%	251k	94.59	View chart
Starbucks Corporation (SBUX)	0.4	$23M	-25%	273k	84.60	View chart
Paypal Holdings (PYPL)	0.4	$23M	+6%	344k	67.06	View chart
Neos Etf Trust Neos Enh Inc 1-3 (CSHI)	0.4	$23M	+7%	463k	49.72	View chart
Baker Hughes Company Cl A (BKR)	0.4	$23M	+2%	472k	48.72	View chart
Boston Scientific Corporation (BSX)	0.4	$23M	+5%	230k	97.63	View chart
Global X Fds Glbl X Mlp Etf (MLPA)	0.4	$22M	+2%	447k	48.42	View chart
Waste Connections (WCN)	0.4	$22M	+6%	123k	175.80	View chart
Synopsys (SNPS)	0.4	$21M	+3%	43k	493.39	View chart
Ishares Tr National Mun Etf (MUB)	0.3	$21M	+53%	196k	106.49	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	0.3	$21M	+96%	189k	108.70	View chart
Equinix (EQIX)	0.3	$20M	+4%	26k	783.23	View chart
Oracle Corporation (ORCL)	0.3	$20M	-8%	70k	281.24	View chart
Tidal Trust Ii Roundhill Gener (CHAT)	0.3	$20M	+23%	319k	61.50	View chart
Uber Technologies (UBER)	0.3	$20M	+5%	200k	97.97	View chart
Dex (DXCM)	0.3	$20M	+8%	292k	67.29	View chart
Spdr Series Trust Portfolio Ln Tsr (SPTL)	0.3	$19M	+19%	720k	26.95	View chart
Zimmer Holdings (ZBH)	0.3	$19M	+4%	194k	98.50	View chart
Southwest Airlines (LUV)	0.3	$18M	+5%	578k	31.91	View chart
Innovator Etfs Trust Innovator Deepw (LOUP)	0.3	$18M	+27%	246k	73.88	View chart
Insulet Corporation (PODD)	0.3	$18M	+5%	59k	308.73	View chart
Abrdn Silver Etf Trust Physcl Silvr Shs (SIVR)	0.3	$18M	+53%	402k	44.48	View chart
Abbvie (ABBV)	0.3	$18M	-8%	77k	231.54	View chart
Ssga Active Tr Spdr Ssga Ig Pub (PRIV)	0.3	$18M	NEW	698k	25.51	View chart
Cohen & Steers Etf Trust Natural Res Acti (CSNR)	0.3	$18M	+2%	603k	29.06	View chart
Etf Ser Solutions Defiance Quantum (QTUM)	0.3	$17M	+29%	164k	104.91	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.3	$17M	+21%	25k	669.29	View chart
Proshares Tr DJ BRKFLD GLB (TOLZ)	0.3	$17M	+12%	312k	54.12	View chart
Exxon Mobil Corporation (XOM)	0.3	$17M	+3%	146k	112.75	View chart
Spdr Series Trust Portfolio Sh Tsr (SPTS)	0.3	$16M	-5%	558k	29.32	View chart
L3harris Technologies (LHX)	0.3	$16M	-6%	53k	305.41	View chart
Doubleline Etf Trust Commercial Real (DCRE)	0.3	$16M	+5%	309k	52.08	View chart
Vertex Pharmaceuticals Incorporated (VRTX)	0.3	$16M	+7%	41k	391.64	View chart
Northrop Grumman Corporation (NOC)	0.3	$16M		26k	609.32	View chart
Raytheon Technologies Corp (RTX)	0.3	$16M	-13%	94k	167.33	View chart
Welltower Inc Com reit (WELL)	0.3	$16M	NEW	87k	178.14	View chart
Home Depot (HD)	0.3	$15M	+5%	38k	405.19	View chart
American Electric Power Company (AEP)	0.2	$15M	+4025%	133k	112.50	View chart
Altria (MO)	0.2	$15M	NEW	225k	66.06	View chart
Prudential Financial (PRU)	0.2	$15M	+697%	140k	103.74	View chart
Vaneck Bitcoin Etf Sh Ben Int (HODL)	0.2	$15M	+28%	447k	32.37	View chart
Allstate Corporation (ALL)	0.2	$14M	+13%	67k	214.65	View chart
Vaneck Etf Trust Clo Etf (CLOI)	0.2	$14M	-4%	265k	53.10	View chart
Us Bancorp Del Com New (USB)	0.2	$14M	+3500%	290k	48.33	View chart
Rockwell Automation (ROK)	0.2	$14M	+2701%	40k	349.53	View chart
Smucker J M Com New (SJM)	0.2	$14M	NEW	128k	108.60	View chart
Wells Fargo & Company (WFC)	0.2	$14M	+1074%	164k	83.82	View chart
James Hardie Inds Ord Shs (JHX)	0.2	$14M	NEW	712k	19.21	View chart
Kinder Morgan (KMI)	0.2	$14M	NEW	477k	28.31	View chart
Amgen (AMGN)	0.2	$13M		48k	282.20	View chart
At&t (T)	0.2	$13M	+2%	464k	28.24	View chart
Walt Disney Company (DIS)	0.2	$13M	+1897%	114k	114.50	View chart
Papa John's Int'l (PZZA)	0.2	$13M	NEW	271k	48.15	View chart
Cme (CME)	0.2	$13M	NEW	48k	270.19	View chart
Intercontinental Exchange (ICE)	0.2	$13M	-7%	76k	168.48	View chart
Honeywell International (HON)	0.2	$13M		61k	210.50	View chart
General Mills (GIS)	0.2	$13M	NEW	253k	50.42	View chart
Mosaic (MOS)	0.2	$13M	NEW	366k	34.68	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	0.2	$13M	-62%	238k	53.03	View chart
Moody's Corporation (MCO)	0.2	$12M	NEW	26k	476.48	View chart
Innovator Etfs Trust Us Small Cap Pwr (KAUG)	0.2	$12M	NEW	467k	26.00	View chart
International Business Machines (IBM)	0.2	$12M	+1619%	43k	282.16	View chart
Innovator Etfs Trust Emrgng Mkt April (EAPR)	0.2	$12M	+2%	414k	29.16	View chart
Texas Instruments Incorporated (TXN)	0.2	$12M	NEW	64k	183.73	View chart
Ball Corporation (BALL)	0.2	$12M		231k	50.42	View chart
J P Morgan Exchange Traded F Betabuildrs Us (BBUS)	0.2	$12M	-83%	96k	120.66	View chart
Avery Dennison Corporation (AVY)	0.2	$12M	+2%	71k	162.17	View chart
Calamos Etf Tr Autocallable Inc (CAIE)	0.2	$11M	NEW	401k	27.47	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.2	$11M	+11%	44k	246.60	View chart
Abrdn Palladium Etf Trust Physical Palladm (PALL)	0.2	$9.0M	+92%	79k	114.17	View chart
Neos Etf Trust Russell 2000 Hig (IWMI)	0.1	$7.9M		163k	48.57	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.1	$7.9M	+39%	13k	600.36	View chart
Amplify Etf Tr Cows Covered Cal (HCOW)	0.1	$7.7M		321k	24.04	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.1	$7.7M	-6%	291k	26.34	View chart
Neos Etf Trust Real Estate High (IYRI)	0.1	$7.6M	NEW	151k	50.54	View chart
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)	0.1	$7.6M		414k	18.24	View chart
Series Portfolios Tr Eldridge Bbb B (CLOZ)	0.1	$7.5M	-43%	281k	26.82	View chart
Pimco Etf Tr Sr Ln Active Etf (LONZ)	0.1	$7.5M		147k	51.07	View chart
Vaneck Etf Trust Mortgage Reit (MORT)	0.1	$7.5M		694k	10.77	View chart
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)	0.1	$7.4M	+51%	146k	51.04	View chart
Invesco Exch Traded Fd Tr Ii Kbw Hig Dv Yld (KBWD)	0.1	$7.3M	+2%	538k	13.53	View chart
Dimensional Etf Trust Us Equity Market (DFUS)	0.1	$6.5M	-12%	90k	72.44	View chart
Lockheed Martin Corporation (LMT)	0.1	$6.0M		12k	499.20	View chart
Ea Series Trust Alpha Arch 1-3 (BOXX)	0.1	$5.6M	+51%	49k	113.86	View chart
Ishares Gold Tr Ishares New (IAU)	0.1	$5.4M	-17%	74k	72.77	View chart
Ishares Tr Esg Msci Kld 400 (DSI)	0.1	$5.2M		41k	125.95	View chart
Ishares Tr Ibonds 25 Trm Ts (IBTF)	0.1	$4.3M	-9%	182k	23.36	View chart
Ishares Tr Ibonds 26 Trm Ts (IBTG)	0.1	$4.1M	-9%	181k	22.95	View chart
Pfizer (PFE)	0.1	$4.1M	-80%	160k	25.48	View chart
Schlumberger Com Stk (SLB)	0.1	$4.0M	-77%	118k	34.37	View chart
Spdr Series Trust Portfolio S&p400 (SPMD)	0.1	$4.0M	+98%	70k	57.19	View chart
O'reilly Automotive (ORLY)	0.1	$3.9M		36k	107.81	View chart
Tesla Motors (TSLA)	0.1	$3.9M		8.8k	444.72	View chart
Spdr Series Trust S&p 500 Esg Etf (EFIV)	0.1	$3.4M		54k	63.59	View chart
Ssga Active Tr Spdr Ssga My2026 (MYCF)	0.1	$3.3M	-9%	132k	25.13	View chart
Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP)	0.1	$3.3M	-9%	159k	20.69	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.1	$3.2M	-3%	9.6k	328.17	View chart
Ishares Tr Esg Aware Msci (ESML)	0.1	$3.1M		69k	45.08	View chart
Sprott Asset Management Physical Silver (PSLV)	0.0	$2.9M	-38%	183k	15.70	View chart
Innovator Etfs Trust GRWT100 PWR BF (NJAN)	0.0	$2.7M		52k	53.19	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.0	$2.7M	+38%	41k	65.00	View chart
Asml Holding N V N Y Registry Shs (ASML)	0.0	$2.7M	+16%	2.7k	968.09	View chart
Aim Etf Products Trust Us Lrgcp B10 Jan (JANT)	0.0	$2.4M		62k	39.78	View chart
Citigroup Com New (C)	0.0	$2.4M	-17%	23k	101.50	View chart
Five Below (FIVE)	0.0	$2.3M	-8%	15k	154.70	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.0	$2.3M	+25%	9.6k	243.10	View chart
Vaneck Etf Trust Vaneck Shrt Muni (SMB)	0.0	$2.3M	+45%	131k	17.42	View chart
Goldman Sachs Etf Tr Just Us Lrg Cp (JUST)	0.0	$2.3M		24k	93.80	View chart
Thermo Fisher Scientific (TMO)	0.0	$2.2M	-12%	4.5k	485.02	View chart
Jefferies Finl Group (JEF)	0.0	$2.1M	-12%	32k	65.42	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.0	$2.1M	+18%	32k	65.26	View chart
Ulta Salon, Cosmetics & Fragrance (ULTA)	0.0	$2.1M	-7%	3.8k	546.75	View chart
M/I Homes (MHO)	0.0	$2.1M	-12%	15k	144.44	View chart
Illinois Tool Works (ITW)	0.0	$2.1M	-10%	7.9k	260.76	View chart
Spdr Series Trust Nuveen Ice Munic (TFI)	0.0	$2.0M	+101%	45k	45.57	View chart
Ishares Tr Esg Awr Us Agrgt (EAGG)	0.0	$2.0M	-10%	41k	48.03	View chart
Aim Etf Products Trust Us Lrgcp B20 Jan (JANW)	0.0	$1.9M		52k	36.14	View chart
Key (KEY)	0.0	$1.9M	-11%	100k	18.69	View chart
Innovator Etfs Trust Grwt100 Pwr Buf (NJUL)	0.0	$1.9M	-7%	26k	71.11	View chart
Occidental Petroleum Corporation (OXY)	0.0	$1.8M	-10%	39k	47.25	View chart
Lpl Financial Holdings (LPLA)	0.0	$1.8M	-5%	5.5k	332.71	View chart
Chesapeake Energy Corp (EXE)	0.0	$1.8M	-3%	17k	106.24	View chart
Suncor Energy (SU)	0.0	$1.8M	+28%	44k	41.81	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.0	$1.8M		2.9k	612.31	View chart
Healthequity (HQY)	0.0	$1.8M	-4%	19k	94.77	View chart
Innovator Etfs Trust Grwt100 Pwr Buf (NOCT)	0.0	$1.8M		31k	56.81	View chart
Fortinet (FTNT)	0.0	$1.8M	-3%	21k	84.08	View chart
Ishares Tr Msci Lw Crb Tg (CRBN)	0.0	$1.7M		7.5k	226.87	View chart
Huntington Ingalls Inds (HII)	0.0	$1.7M	-11%	5.9k	287.91	View chart
Aim Etf Products Trust Us Lrgcp B10 Oct (OCTT)	0.0	$1.6M		38k	42.62	View chart
Nordson Corporation (NDSN)	0.0	$1.6M	NEW	7.1k	226.95	View chart
Weatherford Intl Ord Shs (WFRD)	0.0	$1.6M		23k	68.43	View chart
Dynatrace Com New (DT)	0.0	$1.5M	-2%	32k	48.45	View chart
Prudential Adr (PUK)	0.0	$1.5M	+47%	54k	27.99	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.0	$1.5M	+172%	2.2k	666.18	View chart
Invitation Homes (INVH)	0.0	$1.5M		50k	29.33	View chart
Aim Etf Products Trust Us Lrgcp B20 Oct (OCTW)	0.0	$1.5M	-96%	38k	38.33	View chart
Innovator Etfs Trust Us Eqty Bufr Jan (BJAN)	0.0	$1.4M	-2%	27k	53.02	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.0	$1.4M	+9%	53k	27.30	View chart
Saia (SAIA)	0.0	$1.4M		4.8k	299.36	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.0	$1.4M	+56%	5.1k	279.29	View chart
Global Payments (GPN)	0.0	$1.4M	-3%	17k	83.08	View chart
Te Connectivity Ord Shs (TEL)	0.0	$1.4M	+51%	6.4k	219.53	View chart
Edison International (EIX)	0.0	$1.4M	-9%	25k	55.28	View chart
Alexandria Real Estate Equities (ARE)	0.0	$1.4M	-11%	17k	83.34	View chart
HSBC HLDGS Spon Adr New (HSBC)	0.0	$1.4M	+56%	19k	70.98	View chart
Cibc Cad (CM)	0.0	$1.3M	+60%	17k	79.89	View chart
Innovator Etfs Trust GRWT100 PWR BF (NAPR)	0.0	$1.3M	-96%	25k	52.65	View chart
Novartis Sponsored Adr (NVS)	0.0	$1.3M	+60%	10k	128.24	View chart
CRH Ord (CRH)	0.0	$1.3M	+67%	11k	119.90	View chart
Global X Fds S&p 500 Catholic (CATH)	0.0	$1.3M	-5%	16k	81.06	View chart
Ryanair Holdings Sponsored Adr (RYAAY)	0.0	$1.3M	+54%	21k	60.22	View chart
Shell Spon Ads (SHEL)	0.0	$1.3M	+56%	18k	71.53	View chart
SYSCO Corporation (SYY)	0.0	$1.3M	-91%	16k	82.34	View chart
Ubs Group SHS (UBS)	0.0	$1.3M	+60%	31k	41.00	View chart
Eagle Materials (EXP)	0.0	$1.2M	-10%	5.4k	233.04	View chart
Sumitomo Mitsui Finl Group I Sponsored Adr (SMFG)	0.0	$1.2M	+69%	73k	16.74	View chart
National Grid Sponsored Adr Ne (NGG)	0.0	$1.2M	+65%	17k	72.67	View chart
ON Semiconductor (ON)	0.0	$1.2M	-11%	25k	49.31	View chart
Rbc Cad (RY)	0.0	$1.2M	+70%	8.2k	147.32	View chart
Snap Cl A (SNAP)	0.0	$1.2M	+2%	155k	7.71	View chart
Coca-cola Europacific Partne SHS (CCEP)	0.0	$1.2M	+62%	13k	90.41	View chart
Astrazeneca Sponsored Adr (AZN)	0.0	$1.2M	+68%	15k	76.72	View chart
Chipotle Mexican Grill (CMG)	0.0	$1.2M	+3%	30k	39.19	View chart
Ishares Tr Rus Tp200 Gr Etf (IWY)	0.0	$1.2M	+30%	4.3k	273.65	View chart
Linde SHS (LIN)	0.0	$1.2M	+67%	2.4k	475.00	View chart
Jd.com Spon Ads Cl A (JD)	0.0	$1.2M	+82%	33k	34.98	View chart
Boeing Company (BA)	0.0	$1.2M	+12%	5.3k	215.83	View chart
Aim Etf Products Trust Us Lrgcp B10 Apr (APRT)	0.0	$1.1M		28k	40.71	View chart
Toyota Motor Corp Ads (TM)	0.0	$1.1M	+71%	5.9k	191.09	View chart
Sherwin-Williams Company (SHW)	0.0	$1.1M		3.2k	346.26	View chart
Totalenergies Se Sponsored Ads (TTE)	0.0	$1.1M	+69%	19k	59.69	View chart
Canadian Natl Ry (CNI)	0.0	$1.1M	+77%	12k	94.30	View chart
Coca-cola Femsa Sab De Cv Spons Ads Rep (KOF)	0.0	$1.1M	+74%	13k	83.10	View chart
Dollar General (DG)	0.0	$1.1M	-11%	11k	103.35	View chart
Relx Sponsored Adr (RELX)	0.0	$1.1M	+75%	23k	47.76	View chart
Sanofi Sa Sponsored Adr (SNY)	0.0	$1.1M	+81%	22k	47.20	View chart
Amcor Ord (AMCR)	0.0	$1.0M	+67%	125k	8.18	View chart
Lululemon Athletica (LULU)	0.0	$1.0M	+9%	5.7k	177.93	View chart
Ishares Tr Ibonds 27 Trm Ts (IBTH)	0.0	$1.0M	-14%	45k	22.52	View chart
J P Morgan Exchange Traded F Betabuilders Us (BBMC)	0.0	$1.0M	-16%	9.7k	104.00	View chart
Innovator Etfs Trust Us Eqty Buf Oct (BOCT)	0.0	$1.0M		21k	48.42	View chart
Robinhood Mkts Com Cl A (HOOD)	0.0	$984k	NEW	6.9k	143.18	View chart
Innovator Etfs Trust Us Eqt Bufr Apr (BAPR)	0.0	$968k	-98%	21k	46.91	View chart
Aim Etf Products Trust Us Lrgcp B20 Apr (APRW)	0.0	$953k		28k	34.23	View chart
Duke Energy Corp Com New (DUK)	0.0	$923k	+58%	7.5k	123.74	View chart
Vaneck Etf Trust Intrmdt Muni Etf (ITM)	0.0	$895k	+95%	19k	46.60	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.0	$876k	+60%	8.2k	106.78	View chart
Builders FirstSource (BLDR)	0.0	$872k	-11%	7.2k	121.25	View chart
Aim Etf Products Trust Us Lrgcp B20 Jul (JULW)	0.0	$844k	-14%	22k	38.41	View chart
Sempra Energy (SRE)	0.0	$839k	-4%	9.3k	89.98	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJUL)	0.0	$838k	-37%	18k	45.60	View chart
Ssga Active Tr Spdr Ssga My2027 (MYCG)	0.0	$833k	-14%	33k	25.10	View chart
Spdr Series Trust Spdr Msci Usa Ge (SHE)	0.0	$801k		6.3k	127.45	View chart
AFLAC Incorporated (AFL)	0.0	$799k		7.2k	111.70	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.0	$796k		11k	73.46	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.0	$754k		1.00	754200.00	View chart
Progressive Corporation (PGR)	0.0	$723k	-2%	2.9k	246.95	View chart
Wec Energy Group (WEC)	0.0	$715k		6.2k	114.59	View chart
American Express Company (AXP)	0.0	$713k	-4%	2.1k	332.15	View chart
Invesco Exch Trd Slf Idx Invsco Blsh 26 (BSJQ)	0.0	$702k	-9%	30k	23.41	View chart
Caterpillar (CAT)	0.0	$690k	+32%	1.4k	477.03	View chart
First Ctzns Bancshares Inc D Cl A (FCNCA)	0.0	$680k		380.00	1789.16	View chart
Valero Energy Corporation (VLO)	0.0	$675k	-8%	4.0k	170.26	View chart
Pimco Etf Tr Inter Mun Bd Act (MUNI)	0.0	$669k	+95%	13k	52.28	View chart
Vanguard Index Fds Growth Etf (VUG)	0.0	$665k	+3%	1.4k	479.63	View chart
Novo-nordisk A S Adr (NVO)	0.0	$659k	-7%	12k	55.49	View chart
Ishares Tr Esg Awre Usd Etf (SUSC)	0.0	$646k	-12%	27k	23.56	View chart
Invesco Exch Trd Slf Idx Bulshs 2025 Hy (BSJP)	0.0	$641k	-8%	28k	23.06	View chart
Eli Lilly & Co. (LLY)	0.0	$637k	+24%	835.00	763.09	View chart
Innovator Etfs Trust Us Eqt Acc 9 Bfr (XBJA)	0.0	$606k	-3%	19k	31.29	View chart
Cisco Systems (CSCO)	0.0	$605k	+132%	8.8k	68.42	View chart
Marathon Petroleum Corp (MPC)	0.0	$594k	-12%	3.1k	192.74	View chart
Bondbloxx Etf Trust Ir M Taxaware (TAXX)	0.0	$592k	+44%	12k	50.98	View chart
Spdr Series Trust Portfolio Intrmd (SPIB)	0.0	$564k		17k	33.89	View chart
Pepsi (PEP)	0.0	$543k	-95%	3.9k	140.45	View chart
Innovator Etfs Trust Us Equity Accele (XBAP)	0.0	$534k	-98%	14k	37.86	View chart
Canadian Natural Resources (CNQ)	0.0	$510k	-13%	16k	31.96	View chart
Advanced Micro Devices (AMD)	0.0	$504k	+4%	3.1k	161.79	View chart
A. O. Smith Corporation (AOS)	0.0	$502k		6.8k	73.41	View chart
Palantir Technologies Cl A (PLTR)	0.0	$470k	-53%	2.6k	182.42	View chart
Philip Morris International (PM)	0.0	$461k	+118%	2.8k	162.20	View chart
Proshares Tr Pshs Ultra Qqq (QLD)	0.0	$457k	NEW	3.3k	137.20	View chart
Cheniere Energy Com New (LNG)	0.0	$453k	-13%	1.9k	234.98	View chart
Vaneck Etf Trust High Yld Munietf (HYD)	0.0	$451k	+105%	8.9k	50.90	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.0	$449k	-99%	2.3k	194.47	View chart
Southern Company (SO)	0.0	$447k	+69%	4.7k	94.77	View chart
Williams Companies (WMB)	0.0	$442k	-12%	7.0k	63.35	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.0	$440k	NEW	2.0k	215.79	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	0.0	$421k		9.4k	44.69	View chart
Kroger (KR)	0.0	$417k		6.2k	67.41	View chart
Pimco Etf Tr Shtrm Mun Bd Act (SMMU)	0.0	$409k	+89%	8.1k	50.57	View chart
Spdr Gold Tr Gold Shs (GLD)	0.0	$406k	-29%	1.1k	355.47	View chart
Innovator Etfs Trust Us Eqty Accelrt9 (XBOC)	0.0	$400k	-4%	12k	32.80	View chart
Antero Res (AR)	0.0	$395k	-12%	12k	33.56	View chart
Diamondback Energy (FANG)	0.0	$394k	-10%	2.8k	143.10	View chart
Comerica Incorporated (CMA)	0.0	$388k	+12%	5.7k	68.52	View chart
Energy Transfer Com Ut Ltd Ptn (ET)	0.0	$387k	NEW	23k	17.16	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.0	$385k	NEW	2.7k	140.95	View chart
Ssga Active Etf Tr Ult Sht Trm Bd (ULST)	0.0	$372k	-99%	9.1k	40.69	View chart
Innovator Etfs Trust Nasdaq 100 Mana (QFLR)	0.0	$359k	-46%	11k	33.15	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.0	$355k	-13%	11k	31.91	View chart
Merck & Co (MRK)	0.0	$349k	-10%	4.2k	83.92	View chart
Innovator Etfs Trust Quity Managd Flr (SFLR)	0.0	$342k	-47%	9.5k	36.03	View chart
Halliburton Company (HAL)	0.0	$340k	-7%	14k	24.60	View chart
EOG Resources (EOG)	0.0	$330k	-12%	2.9k	112.12	View chart
Innovator Etfs Trust Equity Defined P (JAJL)	0.0	$324k	-14%	11k	28.65	View chart
McKesson Corporation (MCK)	0.0	$323k		418.00	772.67	View chart
Vanguard World Inf Tech Etf (VGT)	0.0	$319k	NEW	427.00	746.67	View chart
Vanguard Index Fds Value Etf (VTV)	0.0	$312k	NEW	1.7k	186.54	View chart
Select Sector Spdr Tr Technology (XLK)	0.0	$309k	NEW	1.1k	281.98	View chart
CMS Energy Corporation (CMS)	0.0	$307k	NEW	4.2k	73.26	View chart
Truist Financial Corp equities (TFC)	0.0	$303k	NEW	6.6k	45.72	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.0	$299k	+27%	2.5k	120.72	View chart
Ark Etf Tr Ark Space Expl (ARKX)	0.0	$290k		10k	28.55	View chart
Mayville Engineering (MEC)	0.0	$290k	-2%	21k	13.76	View chart
Bristol Myers Squibb (BMY)	0.0	$288k	+18%	6.4k	45.10	View chart
Evergy (EVRG)	0.0	$280k	-24%	3.7k	76.02	View chart
Ishares Tr Core High Dv Etf (HDV)	0.0	$277k		2.3k	122.45	View chart
Vanguard World Mega Grwth Ind (MGK)	0.0	$273k		678.00	402.23	View chart
Sprott Asset Management Physical Gold An (CEF)	0.0	$273k		7.4k	36.69	View chart
Choiceone Fin cmn stk (COFS)	0.0	$270k		9.3k	28.96	View chart
Schwab Strategic Tr Fundamental Intl (FNDF)	0.0	$265k		6.2k	42.96	View chart
Intel Corporation (INTC)	0.0	$265k	NEW	7.9k	33.55	View chart
Colgate-Palmolive Company (CL)	0.0	$263k		3.3k	79.94	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.0	$263k	+5%	1.8k	145.61	View chart
Qualcomm (QCOM)	0.0	$262k	+5%	1.6k	166.39	View chart
Alliant Energy Corporation (LNT)	0.0	$262k		3.9k	67.41	View chart
salesforce (CRM)	0.0	$261k	-97%	1.1k	237.00	View chart
Select Sector Spdr Tr Sbi Cons Discr (XLY)	0.0	$255k	-9%	1.1k	239.64	View chart
Verizon Communications (VZ)	0.0	$253k	-16%	5.8k	43.95	View chart
CSX Corporation (CSX)	0.0	$252k	-14%	7.1k	35.51	View chart
Global X Fds S&p Ex Us Etf (CEFA)	0.0	$247k	-11%	6.9k	36.00	View chart
Enbridge (ENB)	0.0	$244k	NEW	4.8k	50.46	View chart
Atmos Energy Corporation (ATO)	0.0	$242k	NEW	1.4k	170.80	View chart
Spdr Series Trust Prtflo S&p500 Gw (SPYG)	0.0	$241k	NEW	2.3k	104.52	View chart
Ssga Active Etf Tr Blackstone Senr (SRLN)	0.0	$241k		5.8k	41.58	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.0	$239k		3.4k	71.37	View chart
Ishares Tr Intl Sel Div Etf (IDV)	0.0	$234k		6.4k	36.55	View chart
Cintas Corporation (CTAS)	0.0	$232k		1.1k	205.26	View chart
Jack Henry & Associates (JKHY)	0.0	$223k		1.5k	148.93	View chart
Ishares Silver Tr Ishares (SLV)	0.0	$214k	NEW	5.0k	42.37	View chart
Nucor Corporation (NUE)	0.0	$205k	NEW	1.5k	135.43	View chart
DTE Energy Company (DTE)	0.0	$204k	NEW	1.4k	141.43	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.0	$202k	-99%	1.1k	189.70	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)	0.0	$201k	-10%	2.7k	73.48	View chart
Phillips 66 (PSX)	0.0	$200k	NEW	1.5k	136.06	View chart
Ford Motor Company (F)	0.0	$184k	+37%	15k	11.96	View chart
Bassett Furniture Industries (BSET)	0.0	$160k	NEW	10k	15.64	View chart
Angel Oak Funds Trust Mortgage Backed (MBS)	0.0	$146k	-99%	17k	8.73	View chart

Past Filings by Gradient Investments

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

Gradient Investments 2025 Q3 filed Oct. 6, 2025
Gradient Investments 2025 Q2 filed July 8, 2025
Gradient Investments 2025 Q1 filed April 9, 2025
Gradient Investments 2024 Q4 filed Jan. 21, 2025
Gradient Investments 2024 Q3 filed Oct. 15, 2024
Gradient Investments 2024 Q2 filed July 18, 2024
Gradient Investments 2024 Q1 filed April 23, 2024
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

View all past filings

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