Gradient Investments
Latest statistics and disclosures from Gradient Investments's latest quarterly 13F-HR filing:
- Top 5 stock holdings are SPLG, SPAB, AMZN, MSFT, AAPL, and represent 12.81% of Gradient Investments's stock portfolio.
- Added to shares of these 10 stocks: RECS (+$67M), BBUS (+$57M), Doubleline Etf Trust (+$46M), AVDE (+$33M), SPTI (+$33M), RSP (+$27M), PCMM (+$26M), AVEM (+$25M), JMBS (+$20M), SPTS (+$17M).
- Started 37 new stock positions in Cohen & Steers Etf Trust, Doubleline Etf Trust, IJH, SPTM, ARKX, BBSC, QTUM, VZ, PLTR, ALL.
- Reduced shares in these 10 stocks: SPLG (-$86M), JSI (-$84M), SPDW (-$56M), IGIB (-$53M), IGTR (-$42M), XBJL (-$37M), TJUL (-$29M), SPYI (-$27M), BBRE (-$27M), DMBS (-$24M).
- Sold out of its positions in SIXJ, Biolinerx, Cim Coml Tr Corp, CSX, DHR, DAL, ROBT, LMBS, IR, TFJL. IVW, MEM, PPG, UPS, TT.
- Gradient Investments was a net buyer of stock by $101M.
- Gradient Investments has $5.0B in assets under management (AUM), dropping by 0.39%.
- Central Index Key (CIK): 0001542265
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Portfolio Holdings for Gradient Investments
Gradient Investments holds 320 positions in its portfolio as reported in the March 2025 quarterly 13F filing
Company (Ticker) |
Portfolio Weight |
Valued At |
Change in Shares |
Share Count |
Share Price |
|
|---|---|---|---|---|---|---|
| Spdr Ser Tr Portfolio S&p500 (SPLG) | 4.6 | $227M | -27% | 3.4M | 65.76 |
|
| Spdr Ser Tr Portfolio Agrgte (SPAB) | 2.1 | $104M | -6% | 4.1M | 25.54 |
|
| Amazon (AMZN) | 2.1 | $103M | +12% | 543k | 190.26 |
|
| Microsoft Corporation (MSFT) | 2.1 | $103M | +14% | 275k | 375.39 |
|
| Apple (AAPL) | 2.0 | $98M | +14% | 440k | 222.13 |
|
| Janus Detroit Str Tr Henderson Mtg (JMBS) | 1.8 | $90M | +28% | 2.0M | 45.20 |
|
| Aim Etf Products Trust Us Lrgcp B20 Oct (OCTW) | 1.8 | $89M | -8% | 2.5M | 35.12 |
|
| NVIDIA Corporation (NVDA) | 1.8 | $87M | +22% | 802k | 108.38 |
|
| Doubleline Etf Trust Mortgage Etf (DMBS) | 1.8 | $87M | -21% | 1.8M | 49.05 |
|
| American Centy Etf Tr Intl Eqt Etf (AVDE) | 1.6 | $79M | +72% | 1.2M | 66.27 |
|
| Neos Etf Trust Neos S&p 500 Hi (SPYI) | 1.6 | $79M | -25% | 1.6M | 47.89 |
|
| Spdr Index Shs Fds Portfolio Devlpd (SPDW) | 1.5 | $77M | -41% | 2.1M | 36.41 |
|
| Ssga Active Etf Tr Ult Sht Trm Bd (ULST) | 1.5 | $75M | +5% | 1.8M | 40.65 |
|
| Alphabet Cap Stk Cl C (GOOG) | 1.5 | $75M | +9% | 480k | 156.23 |
|
| Invesco Actively Managed Exc Ultra Shrt Dur (GSY) | 1.5 | $75M | +5% | 1.5M | 50.12 |
|
| Innovator Etfs Trust Gradient Tactic (IGTR) | 1.5 | $73M | -36% | 3.0M | 24.44 |
|
| Innovator Etfs Trust Us Eqt Aclrtd 9 (XBJL) | 1.4 | $69M | -35% | 2.0M | 33.84 |
|
| Meta Platforms Cl A (META) | 1.4 | $68M | +7% | 118k | 576.36 |
|
| Columbia Etf Tr I Resh Enhnc Cor (RECS) | 1.3 | $67M | NEW | 2.0M | 33.21 |
|
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 1.3 | $64M | +9% | 372k | 170.89 |
|
| American Centy Etf Tr Avantis Emgmkt (AVEM) | 1.2 | $61M | +71% | 1.0M | 60.17 |
|
| UnitedHealth (UNH) | 1.2 | $58M | +14% | 111k | 523.75 |
|
| J P Morgan Exchange Traded F Betabuildrs Us (BBUS) | 1.1 | $57M | NEW | 564k | 100.89 |
|
| World Gold Tr Spdr Gld Minis (GLDM) | 1.1 | $56M | 906k | 61.89 |
|
|
| Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) | 1.1 | $53M | -3% | 1.1M | 50.71 |
|
| Visa Com Cl A (V) | 1.1 | $53M | 151k | 350.46 |
|
|
| Pimco Etf Tr Preferred And Cp (PRFD) | 1.0 | $51M | -9% | 999k | 50.55 |
|
| Bondbloxx Etf Trust Bloomberg Fve Yr (XFIV) | 1.0 | $49M | +11% | 1.0M | 49.08 |
|
| Chevron Corporation (CVX) | 1.0 | $48M | +7% | 289k | 167.29 |
|
| J P Morgan Exchange Traded F Hedged Equity La (HELO) | 0.9 | $47M | -33% | 783k | 59.68 |
|
| Doubleline Etf Trust Asset Backed Sec | 0.9 | $46M | NEW | 922k | 50.16 |
|
| JPMorgan Chase & Co. (JPM) | 0.9 | $46M | +8% | 187k | 245.30 |
|
| Goldman Sachs (GS) | 0.9 | $46M | +9% | 84k | 546.29 |
|
| Aim Etf Products Trust Us Lrgcp B20 Jun (JUNW) | 0.9 | $43M | +2% | 1.5M | 29.73 |
|
| Procter & Gamble Company (PG) | 0.9 | $43M | +7% | 253k | 170.42 |
|
| Medtronic SHS (MDT) | 0.8 | $40M | +3% | 449k | 89.86 |
|
| Vaneck Etf Trust Morningstar Smid (SMOT) | 0.8 | $40M | +8% | 1.2M | 32.79 |
|
| Morgan Stanley Com New (MS) | 0.8 | $39M | +12% | 336k | 116.67 |
|
| Angel Oak Funds Trust Mortgage Backed (MBS) | 0.8 | $38M | -3% | 4.4M | 8.68 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.8 | $38M | +7% | 71k | 532.58 |
|
| Bondbloxx Etf Trust Bbb Rated 1 5 Ye (BBBS) | 0.8 | $38M | -4% | 742k | 51.05 |
|
| Abbott Laboratories (ABT) | 0.8 | $38M | 285k | 132.65 |
|
|
| McDonald's Corporation (MCD) | 0.8 | $37M | +3% | 120k | 312.37 |
|
| Coca-Cola Company (KO) | 0.8 | $37M | +2% | 520k | 71.62 |
|
| Johnson & Johnson (JNJ) | 0.7 | $37M | +3% | 220k | 165.84 |
|
| Wal-Mart Stores (WMT) | 0.7 | $36M | +14% | 408k | 87.79 |
|
| Bondbloxx Etf Trust Bloomberg Seven (XSVN) | 0.7 | $34M | +40% | 717k | 47.75 |
|
| Starbucks Corporation (SBUX) | 0.7 | $34M | +5% | 346k | 98.09 |
|
| Extra Space Storage (EXR) | 0.7 | $33M | +11% | 223k | 148.49 |
|
| Ishares Tr Ishs 1-5yr Invs (IGSB) | 0.7 | $33M | +64% | 630k | 52.37 |
|
| Spdr Ser Tr Portfli Intrmdit (SPTI) | 0.7 | $33M | +8179% | 1.2M | 28.58 |
|
| Innovator Etfs Trust Us Eqty Accelrt9 (XBOC) | 0.7 | $32M | +2% | 1.1M | 29.78 |
|
| Schlumberger Com Stk (SLB) | 0.6 | $31M | +6% | 736k | 41.80 |
|
| Bondbloxx Etf Trust Bloomberg Three (XTRE) | 0.6 | $30M | +25% | 613k | 49.53 |
|
| Broadcom (AVGO) | 0.6 | $30M | +4% | 177k | 167.43 |
|
| Pfizer (PFE) | 0.6 | $29M | +4% | 1.2M | 25.34 |
|
| ConocoPhillips (COP) | 0.6 | $29M | +17% | 278k | 105.02 |
|
| Bank of America Corporation (BAC) | 0.6 | $29M | +7% | 696k | 41.73 |
|
| Nextera Energy (NEE) | 0.6 | $29M | +9% | 403k | 70.89 |
|
| Target Corporation (TGT) | 0.6 | $28M | +22% | 272k | 104.36 |
|
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.6 | $27M | NEW | 159k | 173.23 |
|
| Lowe's Companies (LOW) | 0.5 | $27M | +22% | 116k | 233.23 |
|
| Innovator Etfs Trust Equity Def Protn (TJUL) | 0.5 | $27M | -51% | 944k | 28.06 |
|
| Bondbloxx Etf Trust Bondbloxx Privat (PCMM) | 0.5 | $26M | NEW | 519k | 50.88 |
|
| Spdr Ser Tr Bloomberg 1-3 Mo (BIL) | 0.5 | $26M | +22% | 282k | 91.73 |
|
| First Tr Exchange-traded First Tr Enh New (FTSM) | 0.5 | $26M | -20% | 427k | 59.84 |
|
| United Rentals (URI) | 0.5 | $25M | +34% | 40k | 626.70 |
|
| Netflix (NFLX) | 0.5 | $25M | +5% | 27k | 932.55 |
|
| Palo Alto Networks (PANW) | 0.5 | $25M | +15% | 145k | 170.64 |
|
| Azek Cl A (AZEK) | 0.5 | $25M | +22% | 501k | 48.89 |
|
| Costco Wholesale Corporation (COST) | 0.5 | $24M | +18% | 25k | 945.77 |
|
| Global X Fds Glbl X Mlp Etf (MLPA) | 0.5 | $23M | +4% | 430k | 53.23 |
|
| Paypal Holdings (PYPL) | 0.5 | $23M | +20% | 348k | 65.25 |
|
| Boston Scientific Corporation (BSX) | 0.5 | $23M | +3% | 224k | 100.88 |
|
| Ishares Tr Ishs 5-10yr Invt (IGIB) | 0.4 | $22M | -70% | 414k | 52.52 |
|
| Neos Etf Trust Neos Enh Inc 1-3 (CSHI) | 0.4 | $22M | -18% | 433k | 49.63 |
|
| Amphenol Corp Cl A (APH) | 0.4 | $21M | +29% | 327k | 65.59 |
|
| Intuit (INTU) | 0.4 | $21M | +19% | 35k | 613.99 |
|
| Zimmer Holdings (ZBH) | 0.4 | $21M | +11% | 188k | 113.18 |
|
| Servicenow (NOW) | 0.4 | $21M | +28% | 26k | 796.14 |
|
| Ecolab (ECL) | 0.4 | $20M | +11% | 77k | 253.52 |
|
| Dex (DXCM) | 0.4 | $19M | +10% | 281k | 68.29 |
|
| Bondbloxx Etf Trust Bloomberg Ten Yr (XTEN) | 0.4 | $19M | +16% | 409k | 46.57 |
|
| Eaton Corp SHS (ETN) | 0.4 | $19M | +28% | 69k | 271.83 |
|
| Waste Connections (WCN) | 0.4 | $18M | +13% | 94k | 195.19 |
|
| Quanta Services (PWR) | 0.4 | $18M | +28% | 72k | 254.18 |
|
| Southwest Airlines (LUV) | 0.4 | $18M | +9% | 525k | 33.58 |
|
| Global Payments (GPN) | 0.4 | $18M | +19% | 179k | 97.92 |
|
| Innovator Etfs Trust Defined Wlt Shld (BALT) | 0.4 | $18M | +2% | 559k | 31.38 |
|
| Spdr Ser Tr Portfolio Sh Tsr (SPTS) | 0.3 | $17M | NEW | 591k | 29.24 |
|
| Lam Research Corp Com New (LRCX) | 0.3 | $17M | +7% | 234k | 72.70 |
|
| Equinix (EQIX) | 0.3 | $17M | +22% | 21k | 815.36 |
|
| Abbvie (ABBV) | 0.3 | $17M | -7% | 79k | 209.52 |
|
| Spdr Ser Tr Portfolio Ln Tsr (SPTL) | 0.3 | $16M | -24% | 603k | 27.26 |
|
| Exxon Mobil Corporation (XOM) | 0.3 | $16M | 135k | 118.93 |
|
|
| Baker Hughes Company Cl A (BKR) | 0.3 | $16M | +11% | 363k | 43.95 |
|
| Doubleline Etf Trust Commercial Real (DCRE) | 0.3 | $15M | -32% | 296k | 51.87 |
|
| Cardinal Health (CAH) | 0.3 | $15M | -5% | 111k | 137.77 |
|
| Raytheon Technologies Corp (RTX) | 0.3 | $15M | -6% | 112k | 132.46 |
|
| Amgen (AMGN) | 0.3 | $15M | -5% | 47k | 311.55 |
|
| Vaneck Etf Trust Clo Etf (CLOI) | 0.3 | $15M | +6% | 276k | 52.84 |
|
| Home Depot (HD) | 0.3 | $15M | 40k | 366.49 |
|
|
| Cohen & Steers Etf Trust Natural Res Acti | 0.3 | $14M | NEW | 576k | 24.91 |
|
| Intercontinental Exchange (ICE) | 0.3 | $14M | -5% | 83k | 172.50 |
|
| Xcel Energy (XEL) | 0.3 | $14M | -2% | 201k | 70.79 |
|
| Proshares Tr DJ BRKFLD GLB (TOLZ) | 0.3 | $14M | NEW | 270k | 52.65 |
|
| Chubb (CB) | 0.3 | $14M | -3% | 47k | 301.99 |
|
| Kenvue (KVUE) | 0.3 | $14M | -2% | 583k | 23.98 |
|
| American Tower Reit (AMT) | 0.3 | $14M | -3% | 64k | 217.60 |
|
| Synopsys (SNPS) | 0.3 | $14M | +27% | 32k | 428.85 |
|
| Northrop Grumman Corporation (NOC) | 0.3 | $14M | -3% | 27k | 512.02 |
|
| Innovator Etfs Trust Innovator Intl D (IMAR) | 0.3 | $14M | 513k | 26.45 |
|
|
| First Tr Exchng Traded Fd Vi Skybridge Crypto (CRPT) | 0.3 | $14M | +25% | 1.1M | 12.23 |
|
| Pepsi (PEP) | 0.3 | $14M | 90k | 149.94 |
|
|
| Cigna Corp (CI) | 0.3 | $13M | -2% | 40k | 329.00 |
|
| New York Times Cl A (NYT) | 0.3 | $13M | 267k | 49.60 |
|
|
| Interpublic Group of Companies (IPG) | 0.3 | $13M | 484k | 27.16 |
|
|
| Honeywell International (HON) | 0.3 | $13M | 62k | 211.75 |
|
|
| SYSCO Corporation (SYY) | 0.3 | $13M | 173k | 75.04 |
|
|
| Series Portfolios Tr Eldridge Bbb B (CLOZ) | 0.3 | $13M | +6% | 487k | 26.57 |
|
| American Express Company (AXP) | 0.3 | $13M | 48k | 269.05 |
|
|
| Accenture Plc Ireland Shs Class A (ACN) | 0.2 | $12M | 40k | 312.04 |
|
|
| Avery Dennison Corporation (AVY) | 0.2 | $12M | 69k | 177.97 |
|
|
| Ares Management Corporation Cl A Com Stk (ARES) | 0.2 | $12M | 83k | 146.61 |
|
|
| L3harris Technologies (LHX) | 0.2 | $12M | 58k | 209.31 |
|
|
| Alexandria Real Estate Equities (ARE) | 0.2 | $12M | 129k | 92.51 |
|
|
| salesforce (CRM) | 0.2 | $12M | +3% | 44k | 268.36 |
|
| Ball Corporation (BALL) | 0.2 | $12M | +2% | 227k | 52.07 |
|
| Wendy's/arby's Group (WEN) | 0.2 | $12M | 788k | 14.63 |
|
|
| Ark Etf Tr Next Gnrtn Inter (ARKW) | 0.2 | $11M | -18% | 118k | 94.67 |
|
| Innovator Etfs Trust Emerging Mkt Pwr (EOCT) | 0.2 | $11M | 419k | 26.64 |
|
|
| Constellation Brands Cl A (STZ) | 0.2 | $11M | +7% | 60k | 183.52 |
|
| Amplify Etf Tr Blockchain Ldr (BLOK) | 0.2 | $11M | +9% | 296k | 36.88 |
|
| Oracle Corporation (ORCL) | 0.2 | $11M | +3% | 77k | 139.81 |
|
| Blackstone Group Inc Com Cl A (BX) | 0.2 | $11M | +4% | 77k | 139.78 |
|
| Innovator Etfs Trust Us Sml Cp Pwr B (KJUL) | 0.2 | $10M | +3% | 368k | 27.97 |
|
| Etf Ser Solutions Defiance Quantum (QTUM) | 0.2 | $8.1M | NEW | 109k | 74.53 |
|
| Ishares U S Etf Tr U.s. Tech Indepd (IETC) | 0.2 | $8.0M | NEW | 107k | 74.94 |
|
| Abrdn Silver Etf Trust Physcl Silvr Shs (SIVR) | 0.2 | $7.9M | -4% | 244k | 32.51 |
|
| Tidal Tr Ii Roundhill Gener (CHAT) | 0.2 | $7.8M | +55% | 223k | 34.85 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 0.2 | $7.5M | +2836% | 13k | 561.91 |
|
| Innovator Etfs Trust Innovator Deepw (LOUP) | 0.2 | $7.5M | NEW | 164k | 45.41 |
|
| J P Morgan Exchange Traded F Realty Income Et (JPRE) | 0.1 | $7.2M | +7% | 150k | 48.20 |
|
| Pimco Etf Tr Sr Ln Active Etf (LONZ) | 0.1 | $7.2M | +7% | 143k | 50.39 |
|
| Vaneck Etf Trust Mortgage Reit (MORT) | 0.1 | $7.2M | +6% | 645k | 11.17 |
|
| Global X Fds Mlp & Energy Inf (MLPD) | 0.1 | $7.2M | +7% | 286k | 25.06 |
|
| Vaneck Bitcoin Etf Sh Ben Int (HODL) | 0.1 | $7.1M | +444% | 304k | 23.31 |
|
| First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE) | 0.1 | $7.1M | +7% | 403k | 17.59 |
|
| Invesco Exch Traded Fd Tr Ii Kbw Hig Dv Yld (KBWD) | 0.1 | $7.0M | +6% | 484k | 14.45 |
|
| Ishares Tr National Mun Etf (MUB) | 0.1 | $6.9M | NEW | 65k | 105.44 |
|
| Amplify Etf Tr Cows Covered Cal (HCOW) | 0.1 | $6.7M | +8% | 280k | 23.93 |
|
| Neos Etf Trust Russell 2000 Hig (IWMI) | 0.1 | $6.2M | +9% | 143k | 43.65 |
|
| Ishares Gold Tr Ishares New (IAU) | 0.1 | $5.4M | 92k | 58.96 |
|
|
| Lockheed Martin Corporation (LMT) | 0.1 | $5.3M | +3% | 12k | 446.71 |
|
| Ishares Tr Esg Msci Kld 400 (DSI) | 0.1 | $5.1M | -4% | 50k | 102.41 |
|
| Ishares Tr Ibonds 25 Trm Ts (IBTF) | 0.1 | $4.6M | -11% | 198k | 23.37 |
|
| Ishares Tr Ibonds 26 Trm Ts (IBTG) | 0.1 | $4.4M | -11% | 193k | 22.94 |
|
| American Centy Etf Tr Us Eqt Etf (AVUS) | 0.1 | $4.2M | NEW | 45k | 92.38 |
|
| Abrdn Platinum Etf Trust Physcl Platm Shs (PPLT) | 0.1 | $3.8M | -4% | 42k | 91.37 |
|
| Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP) | 0.1 | $3.6M | -10% | 172k | 20.68 |
|
| Spdr Ser Tr S&p 500 Esg Etf (EFIV) | 0.1 | $3.5M | -4% | 66k | 53.50 |
|
| Ssga Active Tr Spdr Ssga My2026 (MYCF) | 0.1 | $3.5M | -10% | 141k | 25.08 |
|
| Sprott Physical Silver Tr Tr Unit (PSLV) | 0.1 | $3.5M | +2% | 298k | 11.60 |
|
| Abrdn Palladium Etf Trust Physical Palladm (PALL) | 0.1 | $3.4M | 37k | 90.55 |
|
|
| O'reilly Automotive (ORLY) | 0.1 | $3.4M | -7% | 2.3k | 1432.58 |
|
| Ishares Tr Esg Aware Msci (ESML) | 0.1 | $3.2M | -3% | 82k | 38.41 |
|
| Ishares Tr Esg Awr Us Agrgt (EAGG) | 0.1 | $2.6M | -7% | 55k | 47.48 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.1 | $2.5M | 9.2k | 274.84 |
|
|
| Fortinet (FTNT) | 0.1 | $2.5M | -11% | 26k | 96.26 |
|
| J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) | 0.1 | $2.5M | NEW | 49k | 50.85 |
|
| Goldman Sachs Etf Tr Just Us Lrg Cp (JUST) | 0.0 | $2.4M | -5% | 30k | 79.52 |
|
| F5 Networks (FFIV) | 0.0 | $2.3M | -6% | 8.5k | 266.27 |
|
| Chesapeake Energy Corp (EXE) | 0.0 | $2.3M | -10% | 20k | 111.32 |
|
| Tesla Motors (TSLA) | 0.0 | $2.2M | -33% | 8.4k | 259.16 |
|
| Lpl Financial Holdings (LPLA) | 0.0 | $2.1M | -10% | 6.5k | 327.12 |
|
| Ea Series Trust Alpha Arch 1-3 (BOXX) | 0.0 | $1.9M | -80% | 17k | 111.49 |
|
| Healthequity (HQY) | 0.0 | $1.8M | -10% | 21k | 88.37 |
|
| Invitation Homes (INVH) | 0.0 | $1.8M | -7% | 52k | 34.85 |
|
| Ishares Tr Msci Lw Crb Tg (CRBN) | 0.0 | $1.8M | -4% | 9.3k | 191.19 |
|
| Ulta Salon, Cosmetics & Fragrance (ULTA) | 0.0 | $1.6M | -7% | 4.3k | 366.54 |
|
| Dynatrace Com New (DT) | 0.0 | $1.5M | -8% | 33k | 47.15 |
|
| Lululemon Athletica (LULU) | 0.0 | $1.4M | -9% | 5.1k | 283.06 |
|
| Saia (SAIA) | 0.0 | $1.4M | -8% | 4.1k | 349.43 |
|
| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 0.0 | $1.3M | +2% | 29k | 46.81 |
|
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.0 | $1.3M | 46k | 27.96 |
|
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.0 | $1.3M | NEW | 22k | 58.35 |
|
| Suncor Energy (SU) | 0.0 | $1.2M | -6% | 31k | 38.72 |
|
| Sherwin-Williams Company (SHW) | 0.0 | $1.2M | 3.4k | 349.19 |
|
|
| Ishares Tr Ibonds 27 Trm Ts (IBTH) | 0.0 | $1.2M | -14% | 52k | 22.42 |
|
| Snap Cl A (SNAP) | 0.0 | $1.2M | -5% | 135k | 8.71 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.0 | $1.2M | 7.5k | 154.63 |
|
|
| Global X Fds S&p 500 Catholic (CATH) | 0.0 | $1.1M | 17k | 67.54 |
|
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.0 | $1.1M | +2% | 2.2k | 513.91 |
|
| Five Below (FIVE) | 0.0 | $1.1M | -4% | 15k | 74.93 |
|
| Chipotle Mexican Grill (CMG) | 0.0 | $1.1M | -2% | 22k | 50.21 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.0 | $1.0M | 2.2k | 468.84 |
|
|
| Wells Fargo & Company (WFC) | 0.0 | $993k | -2% | 14k | 71.79 |
|
| AFLAC Incorporated (AFL) | 0.0 | $991k | +2% | 8.9k | 111.19 |
|
| Ssga Active Tr Spdr Ssga My2027 (MYCG) | 0.0 | $965k | -14% | 39k | 24.92 |
|
| Global X Fds X Russell 2000 E (RSSL) | 0.0 | $945k | NEW | 12k | 78.59 |
|
| Boeing Company (BA) | 0.0 | $940k | 5.5k | 170.55 |
|
|
| Spdr Ser Tr Nuveen Blmbrg Mu (TFI) | 0.0 | $905k | +7% | 20k | 45.07 |
|
| Spdr Ser Tr Spdr Msci Usa Ge (SHE) | 0.0 | $894k | -5% | 7.8k | 114.13 |
|
| Ishares Tr Esg Awre Usd Etf (SUSC) | 0.0 | $871k | -6% | 38k | 23.06 |
|
| Weatherford Intl Ord Shs (WFRD) | 0.0 | $861k | 16k | 53.55 |
|
|
| Progressive Corporation (PGR) | 0.0 | $848k | 3.0k | 283.01 |
|
|
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.0 | $798k | NEW | 1.00 | 798442.00 |
|
| Spdr Ser Tr Portfolio S&p400 (SPMD) | 0.0 | $796k | NEW | 16k | 51.18 |
|
| J P Morgan Exchange Traded F Betabuilders Us (BBSC) | 0.0 | $750k | NEW | 12k | 60.52 |
|
| Invesco Exch Trd Slf Idx Invsco Blsh 26 (BSJQ) | 0.0 | $747k | -9% | 32k | 23.19 |
|
| Shell Spon Ads (SHEL) | 0.0 | $704k | +2% | 9.6k | 73.28 |
|
| First Ctzns Bancshares Inc N Cl A (FCNCA) | 0.0 | $703k | 379.00 | 1854.12 |
|
|
| Sempra Energy (SRE) | 0.0 | $699k | 9.8k | 71.36 |
|
|
| Invesco Exch Trd Slf Idx Bulshs 2025 Hy (BSJP) | 0.0 | $694k | -9% | 30k | 23.05 |
|
| Prudential Adr (PUK) | 0.0 | $689k | 32k | 21.50 |
|
|
| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.0 | $673k | 11k | 62.10 |
|
|
| Wec Energy Group (WEC) | 0.0 | $669k | 6.1k | 108.97 |
|
|
| At&t (T) | 0.0 | $649k | 23k | 28.28 |
|
|
| Janus Detroit Str Tr Henderson Securi (JSI) | 0.0 | $636k | -99% | 12k | 52.35 |
|
| Coca-cola Europacific Partne SHS (CCEP) | 0.0 | $601k | 6.9k | 87.03 |
|
|
| Novartis Sponsored Adr (NVS) | 0.0 | $599k | 5.4k | 111.48 |
|
|
| HSBC HLDGS Spon Adr New (HSBC) | 0.0 | $593k | 10k | 57.43 |
|
|
| Canadian Natural Resources (CNQ) | 0.0 | $593k | -8% | 19k | 30.80 |
|
| Coca-cola Femsa Sab De Cv Spons Ads Rep (KOF) | 0.0 | $587k | 6.4k | 91.29 |
|
|
| Totalenergies Se Sponsored Ads (TTE) | 0.0 | $581k | 9.0k | 64.69 |
|
|
| Jd.com Spon Ads Cl A (JD) | 0.0 | $578k | 14k | 41.12 |
|
|
| Antero Res (AR) | 0.0 | $568k | -15% | 14k | 40.44 |
|
| Linde SHS (LIN) | 0.0 | $559k | +6% | 1.2k | 465.64 |
|
| Innovator Etfs Trust Us Eqty Pwr Buf (PJUL) | 0.0 | $555k | 14k | 40.19 |
|
|
| Eli Lilly & Co. (LLY) | 0.0 | $553k | +80% | 670.00 | 825.91 |
|
| Valero Energy Corporation (VLO) | 0.0 | $553k | -9% | 4.2k | 132.08 |
|
| Spdr Ser Tr Portfolio Intrmd (SPIB) | 0.0 | $551k | 17k | 33.24 |
|
|
| Astrazeneca Sponsored Adr (AZN) | 0.0 | $545k | +2% | 7.4k | 73.50 |
|
| Walt Disney Company (DIS) | 0.0 | $545k | +48% | 5.5k | 98.70 |
|
| Sanofi Sponsored Adr (SNY) | 0.0 | $542k | +2% | 9.8k | 55.46 |
|
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.0 | $540k | NEW | 25k | 22.08 |
|
| Cheniere Energy Com New (LNG) | 0.0 | $539k | -15% | 2.3k | 231.40 |
|
| Sumitomo Mitsui Finl Group I Sponsored Adr (SMFG) | 0.0 | $538k | 35k | 15.46 |
|
|
| Relx Sponsored Adr (RELX) | 0.0 | $537k | 11k | 50.41 |
|
|
| National Grid Sponsored Adr Ne (NGG) | 0.0 | $535k | +2% | 8.2k | 65.61 |
|
| Canadian Natl Ry (CNI) | 0.0 | $527k | +2% | 5.4k | 97.46 |
|
| Marathon Petroleum Corp (MPC) | 0.0 | $526k | -12% | 3.6k | 145.69 |
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.0 | $520k | -38% | 929.00 | 559.47 |
|
| Williams Companies (WMB) | 0.0 | $503k | -17% | 8.4k | 59.76 |
|
| Diamondback Energy (FANG) | 0.0 | $502k | -10% | 3.1k | 159.88 |
|
| Ryanair Holdings Sponsored Adr (RYAAY) | 0.0 | $499k | 12k | 42.37 |
|
|
| Amcor Ord (AMCR) | 0.0 | $496k | +2% | 51k | 9.70 |
|
| Te Connectivity Ord Shs (TEL) | 0.0 | $494k | 3.5k | 141.32 |
|
|
| Toyota Motor Corp Ads (TM) | 0.0 | $485k | +3% | 2.7k | 176.53 |
|
| International Business Machines (IBM) | 0.0 | $477k | 1.9k | 248.63 |
|
|
| Palantir Technologies Cl A (PLTR) | 0.0 | $475k | NEW | 5.6k | 84.40 |
|
| Ubs Group SHS (UBS) | 0.0 | $469k | +2% | 15k | 30.63 |
|
| Cibc Cad (CM) | 0.0 | $466k | +2% | 8.3k | 56.30 |
|
| CRH Ord (CRH) | 0.0 | $455k | +2% | 5.2k | 87.97 |
|
| Asml Holding N V N Y Registry Shs (ASML) | 0.0 | $449k | +3% | 678.00 | 662.63 |
|
| A. O. Smith Corporation (AOS) | 0.0 | $447k | 6.8k | 65.36 |
|
|
| EOG Resources (EOG) | 0.0 | $445k | -10% | 3.5k | 128.24 |
|
| FedEx Corporation (FDX) | 0.0 | $440k | -3% | 1.8k | 243.81 |
|
| Dimensional Etf Trust Us Equity Market (DFUS) | 0.0 | $428k | +79% | 7.1k | 60.48 |
|
| Rbc Cad (RY) | 0.0 | $423k | +3% | 3.7k | 112.72 |
|
| Duke Energy Corp Com New (DUK) | 0.0 | $421k | +40% | 3.5k | 121.96 |
|
| Kroger (KR) | 0.0 | $418k | 6.2k | 67.69 |
|
|
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.0 | $408k | +5% | 2.5k | 166.00 |
|
| Vaneck Etf Trust Intrmdt Muni Etf (ITM) | 0.0 | $406k | +4% | 8.9k | 45.51 |
|
| Dimensional Etf Trust Us Mktwide Value (DFUV) | 0.0 | $389k | 9.4k | 41.21 |
|
|
| Merck & Co (MRK) | 0.0 | $380k | +2% | 4.2k | 89.76 |
|
| Halliburton Company (HAL) | 0.0 | $377k | 15k | 25.37 |
|
|
| Caterpillar (CAT) | 0.0 | $362k | -5% | 1.1k | 329.95 |
|
| Vanguard Index Fds Growth Etf (VUG) | 0.0 | $347k | +27% | 936.00 | 370.82 |
|
| Ares Capital Corporation (ARCC) | 0.0 | $345k | -24% | 16k | 22.16 |
|
| Spdr Ser Tr Portfolio S&p600 (SPSM) | 0.0 | $342k | NEW | 8.4k | 40.76 |
|
| Bristol Myers Squibb (BMY) | 0.0 | $333k | -3% | 5.5k | 60.99 |
|
| Citigroup Com New (C) | 0.0 | $327k | -16% | 4.6k | 70.99 |
|
| Advanced Micro Devices (AMD) | 0.0 | $325k | -97% | 3.2k | 102.74 |
|
| Innovator Etfs Trust Us Eqty Pwr Buf (PFEB) | 0.0 | $322k | -25% | 9.0k | 35.82 |
|
| Rockwell Automation (ROK) | 0.0 | $318k | 1.2k | 258.38 |
|
|
| Colgate-Palmolive Company (CL) | 0.0 | $316k | +9% | 3.4k | 93.70 |
|
| Select Sector Spdr Tr Financial (XLF) | 0.0 | $314k | -14% | 6.3k | 49.81 |
|
| Spdr Gold Tr Gold Shs (GLD) | 0.0 | $309k | +8% | 1.1k | 288.14 |
|
| Invesco Exch Traded Fd Tr Ii S&p 500 Hb Etf (SPHB) | 0.0 | $307k | 3.9k | 78.25 |
|
|
| Pimco Etf Tr Inter Mun Bd Act (MUNI) | 0.0 | $306k | +7% | 5.9k | 51.55 |
|
| Mayville Engineering (MEC) | 0.0 | $301k | 22k | 13.43 |
|
|
| Ishares Tr Pfd And Incm Sec (PFF) | 0.0 | $298k | +2% | 9.7k | 30.73 |
|
| Us Bancorp Del Com New (USB) | 0.0 | $298k | +48% | 7.0k | 42.22 |
|
| Comerica Incorporated (CMA) | 0.0 | $297k | 5.0k | 59.06 |
|
|
| Ge Aerospace Com New (GE) | 0.0 | $288k | NEW | 1.4k | 200.20 |
|
| Sprott Physical Gold & Silve Tr Unit (CEF) | 0.0 | $279k | 9.8k | 28.41 |
|
|
| McKesson Corporation (MCK) | 0.0 | $277k | 411.00 | 673.10 |
|
|
| Ishares Tr Core High Dv Etf (HDV) | 0.0 | $274k | 2.3k | 121.12 |
|
|
| Jack Henry & Associates (JKHY) | 0.0 | $274k | 1.5k | 182.60 |
|
|
| Choiceone Fin cmn stk (COFS) | 0.0 | $268k | NEW | 9.3k | 28.77 |
|
| Global X Fds S&p Ex Us Etf (CEFA) | 0.0 | $259k | 7.7k | 33.55 |
|
|
| Philip Morris International (PM) | 0.0 | $254k | NEW | 1.6k | 158.76 |
|
| Evergy (EVRG) | 0.0 | $252k | NEW | 3.7k | 68.95 |
|
| Southern Company (SO) | 0.0 | $251k | 2.7k | 91.95 |
|
|
| Ssga Active Etf Tr Blackstone Senr (SRLN) | 0.0 | $238k | NEW | 5.8k | 41.13 |
|
| Allstate Corporation (ALL) | 0.0 | $237k | NEW | 1.1k | 207.03 |
|
| Goldman Sachs Etf Tr Future Consumer (GBUY) | 0.0 | $237k | -98% | 7.2k | 32.90 |
|
| Cintas Corporation (CTAS) | 0.0 | $230k | NEW | 1.1k | 205.53 |
|
| Cisco Systems (CSCO) | 0.0 | $229k | 3.7k | 61.71 |
|
|
| Qualcomm (QCOM) | 0.0 | $228k | NEW | 1.5k | 153.63 |
|
| Schwab Strategic Tr Fundamental Intl (FNDF) | 0.0 | $223k | 6.2k | 36.14 |
|
|
| J P Morgan Exchange Traded F Betbuld Msci (BBRE) | 0.0 | $220k | -99% | 2.3k | 94.01 |
|
| American Electric Power Company (AEP) | 0.0 | $218k | NEW | 2.0k | 109.28 |
|
| Automatic Data Processing (ADP) | 0.0 | $215k | -7% | 703.00 | 305.53 |
|
| Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) | 0.0 | $211k | -29% | 2.8k | 74.73 |
|
| National Retail Properties (NNN) | 0.0 | $210k | 4.9k | 42.65 |
|
|
| Vanguard World Mega Grwth Ind (MGK) | 0.0 | $210k | 680.00 | 308.98 |
|
|
| Invesco Exch Trd Slf Idx Buletshs 2027 (BSJR) | 0.0 | $208k | -14% | 9.3k | 22.41 |
|
| Innovator Etfs Trust Us Eqty Bufr Feb (BFEB) | 0.0 | $207k | 5.0k | 41.53 |
|
|
| Select Sector Spdr Tr Sbi Cons Discr (XLY) | 0.0 | $207k | NEW | 1.0k | 197.46 |
|
| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.0 | $206k | 8.2k | 25.04 |
|
|
| Chesapeake Utilities Corporation (CPK) | 0.0 | $206k | NEW | 1.6k | 128.43 |
|
| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.0 | $204k | -5% | 1.7k | 121.98 |
|
| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.0 | $203k | NEW | 3.4k | 60.66 |
|
| Spdr Ser Tr Portfoli S&p1500 (SPTM) | 0.0 | $201k | NEW | 3.0k | 68.01 |
|
| Verizon Communications (VZ) | 0.0 | $201k | NEW | 4.4k | 45.36 |
|
| Ark Etf Tr Ark Space Expl (ARKX) | 0.0 | $181k | NEW | 10k | 17.74 |
|
| Aberdeen Income Cred Strat (ACP) | 0.0 | $69k | 12k | 5.89 |
|
|
| Female Health (VERU) | 0.0 | $12k | +24% | 24k | 0.49 |
|
Past Filings by Gradient Investments
SEC 13F filings are viewable for Gradient Investments going back to 2011
- 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
- Gradient Investments 2021 Q3 filed Oct. 18, 2021
- Gradient Investments 2021 Q2 filed July 12, 2021