Gradient Investments
Latest statistics and disclosures from Gradient Investments's latest quarterly 13F-HR filing:
- Top 5 stock holdings are SPLG, MSFT, NVDA, AMZN, AAPL, and represent 14.14% of Gradient Investments's stock portfolio.
- Added to shares of these 10 stocks: BTCO (+$36M), NFLX (+$28M), SPLG (+$23M), LLY (+$21M), TJX (+$20M), CTAS (+$20M), ISRG (+$20M), NOW (+$20M), TGT (+$17M), KEY (+$17M).
- Started 21 new stock positions in VBK, KHC, CEG, LYB, KLAC, UPS, REGN, BTCO, BSRR, IBTI. ISRG, IEF, TJX, MA, MYCH, VEA, ARW, BSJR, MNST, FLEX, TTFNF.
- Reduced shares in these 10 stocks: HELO (-$38M), GOOG (-$29M), UBER (-$20M), ZBH (-$19M), LHX (-$16M), JNJ (-$16M), WELL (-$16M), NOC (-$15M), LRCX (-$14M), NEE (-$14M).
- Sold out of its positions in APRT, APRW, JULW, OCTW, OCTT, JANT, JANW, AVY, BALL, BSET.
- Gradient Investments was a net buyer of stock by $280M.
- Gradient Investments has $6.3B in assets under management (AUM), dropping by 5.18%.
- Central Index Key (CIK): 0001542265
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Portfolio Holdings for Gradient Investments
Gradient Investments holds 343 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Spdr Series Trust State Street Spd (SPLG) | 5.1 | $324M | +7% | 4.0M | 80.22 |
|
| Microsoft Corporation (MSFT) | 2.3 | $145M | +4% | 299k | 483.62 |
|
| NVIDIA Corporation (NVDA) | 2.3 | $144M | -2% | 772k | 186.50 |
|
| Amazon (AMZN) | 2.2 | $140M | +6% | 608k | 230.82 |
|
| Apple (AAPL) | 2.2 | $138M | +5% | 507k | 271.86 |
|
| Doubleline Etf Trust Mortgage Etf (DMBS) | 2.1 | $132M | +10% | 2.7M | 49.66 |
|
| Alphabet Cap Stk Cl C (GOOG) | 2.0 | $125M | -18% | 398k | 313.80 |
|
| American Centy Etf Tr Intl Eqt Etf (AVDE) | 1.8 | $112M | +3% | 1.4M | 82.32 |
|
| Janus Detroit Str Tr Henderson Mtg (JMBS) | 1.6 | $102M | +4% | 2.2M | 45.69 |
|
| Spdr Index Shs Fds Portfolio Devlpd (SPDW) | 1.5 | $97M | +2% | 2.2M | 44.41 |
|
| Spdr Series Trust State Street Spd (SPAB) | 1.5 | $96M | -2% | 3.7M | 25.75 |
|
| Meta Platforms Cl A (META) | 1.5 | $95M | +11% | 144k | 660.09 |
|
| World Gold Tr Spdr Gld Minis (GLDM) | 1.5 | $94M | +10% | 1.1M | 85.37 |
|
| Neos Etf Trust Neos S&p 500 Hi (SPYI) | 1.5 | $94M | 1.8M | 52.53 |
|
|
| Aim Etf Products Trust Allianzim Us Equ (SEPU) | 1.5 | $94M | +2% | 3.2M | 28.95 |
|
| Columbia Etf Tr I Resh Enhnc Cor (RECS) | 1.4 | $90M | +2% | 2.2M | 40.84 |
|
| American Centy Etf Tr Avantis Emgmkt (AVEM) | 1.4 | $85M | +3% | 1.1M | 77.02 |
|
| Invesco Actively Managed Exc Ultra Shrt Dur (GSY) | 1.1 | $71M | 1.4M | 50.25 |
|
|
| Angel Oak Funds Trust Oak Ultrashort (UYLD) | 1.1 | $71M | 1.4M | 51.14 |
|
|
| Ishares U S Etf Tr U.s. Tech Indepd (IETC) | 1.1 | $68M | +7% | 674k | 101.59 |
|
| Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) | 1.1 | $67M | +3% | 264k | 252.92 |
|
| Broadcom (AVGO) | 1.0 | $65M | -12% | 189k | 346.10 |
|
| Goldman Sachs (GS) | 1.0 | $64M | -3% | 73k | 879.00 |
|
| Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) | 1.0 | $64M | +7% | 1.3M | 50.58 |
|
| Bondbloxx Etf Trust Bloomberg Fve Yr (XFIV) | 1.0 | $63M | +10% | 1.3M | 49.48 |
|
| JPMorgan Chase & Co. (JPM) | 1.0 | $62M | +2% | 193k | 322.22 |
|
| Morgan Stanley Com New (MS) | 0.9 | $59M | -2% | 330k | 177.53 |
|
| Doubleline Etf Trust Asset Backed Sec (DABS) | 0.9 | $56M | +8% | 1.1M | 50.91 |
|
| Pimco Etf Tr Preferred And Cp (PRFD) | 0.9 | $56M | +3% | 1.1M | 51.51 |
|
| Chevron Corporation (CVX) | 0.8 | $52M | +2% | 339k | 152.41 |
|
| Aim Etf Products Trust Us Lrgcp B10 Feb (FEBT) | 0.8 | $52M | 1.4M | 38.10 |
|
|
| Innovator Etfs Trust Gradient Tactic (IGTR) | 0.8 | $48M | -15% | 1.7M | 28.06 |
|
| Bondbloxx Etf Trust Bbb Rated 1 5 Ye (BBBS) | 0.8 | $48M | +11% | 932k | 51.48 |
|
| UnitedHealth (UNH) | 0.7 | $47M | 143k | 330.11 |
|
|
| Select Sector Spdr Tr State Street Fin (XLF) | 0.7 | $47M | +4% | 857k | 54.77 |
|
| Medtronic SHS (MDT) | 0.7 | $46M | +3% | 479k | 96.06 |
|
| Wal-Mart Stores (WMT) | 0.7 | $46M | -2% | 409k | 111.41 |
|
| Target Corporation (TGT) | 0.7 | $45M | +61% | 458k | 97.75 |
|
| Visa Com Cl A (V) | 0.7 | $44M | -15% | 125k | 350.71 |
|
| Abbott Laboratories (ABT) | 0.7 | $43M | +15% | 347k | 125.29 |
|
| Bondbloxx Etf Trust Bloomberg Seven (XSVN) | 0.7 | $43M | +10% | 900k | 48.04 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.7 | $42M | 84k | 502.65 |
|
|
| Innovator Etfs Trust Us Eqt Aclrtd 9 (XBJL) | 0.7 | $41M | -2% | 1.1M | 38.26 |
|
| Coca-Cola Company (KO) | 0.7 | $41M | +7% | 587k | 69.91 |
|
| Spdr Series Trust State Street Spd (BIL) | 0.6 | $39M | +17% | 429k | 91.38 |
|
| Ishares Tr Ishs 5-10yr Invt (IGIB) | 0.6 | $39M | +4% | 722k | 53.88 |
|
| McDonald's Corporation (MCD) | 0.6 | $39M | 127k | 305.63 |
|
|
| Bondbloxx Etf Trust Bloomberg Three (XTRE) | 0.6 | $38M | +11% | 771k | 49.76 |
|
| Innovator Etfs Trust Equity Dual Dirt | 0.6 | $38M | +2% | 1.8M | 20.93 |
|
| Eaton Corp SHS (ETN) | 0.6 | $38M | +9% | 119k | 318.51 |
|
| Bank of America Corporation (BAC) | 0.6 | $38M | 686k | 55.00 |
|
|
| First Tr Exchange-traded First Tr Enh New (FTSM) | 0.6 | $38M | +3% | 628k | 59.93 |
|
| Lowe's Companies (LOW) | 0.6 | $37M | +4% | 154k | 241.16 |
|
| Spdr Series Trust State Street Spd (SPTI) | 0.6 | $37M | +4% | 1.3M | 28.84 |
|
| Procter & Gamble Company (PG) | 0.6 | $36M | +12% | 253k | 143.31 |
|
| Invesco Galaxy Bitcoin Etf Com Shs Ben Int (BTCO) | 0.6 | $36M | NEW | 415k | 87.17 |
|
| Innovator Etfs Trust Growth 100 Pwr B (NAUG) | 0.6 | $36M | +2% | 1.2M | 29.57 |
|
| Bondbloxx Etf Trust Bloomberg Ten Yr (XTEN) | 0.5 | $34M | +10% | 739k | 46.22 |
|
| American Centy Etf Tr Us Eqt Etf (AVUS) | 0.5 | $33M | +57% | 299k | 111.78 |
|
| Bondbloxx Etf Trust Bondbloxx Privat (PCMM) | 0.5 | $33M | +11% | 665k | 50.12 |
|
| United Rentals (URI) | 0.5 | $32M | -3% | 39k | 809.33 |
|
| Palo Alto Networks (PANW) | 0.5 | $32M | +5% | 173k | 184.20 |
|
| Johnson & Johnson (JNJ) | 0.5 | $31M | -33% | 152k | 206.95 |
|
| Abrdn Silver Etf Trust Physcl Silvr Shs (SIVR) | 0.5 | $31M | +14% | 462k | 67.64 |
|
| Netflix (NFLX) | 0.5 | $31M | +1097% | 326k | 93.76 |
|
| Ishares Tr National Mun Etf (MUB) | 0.5 | $30M | +42% | 279k | 107.11 |
|
| Vaneck Etf Trust Morningstar Smid (SMOT) | 0.5 | $30M | +4% | 823k | 36.20 |
|
| Amphenol Corp Cl A (APH) | 0.5 | $29M | -27% | 215k | 135.14 |
|
| First Tr Exchng Traded Fd Vi Skybridge Crypto (CRPT) | 0.5 | $29M | +22% | 1.9M | 15.01 |
|
| Lam Research Corp Com New (LRCX) | 0.5 | $29M | -33% | 168k | 171.18 |
|
| Innovator Etfs Trust Equity Def Protn (TJUL) | 0.5 | $29M | 965k | 29.59 |
|
|
| Ark Etf Tr Next Gnrtn Inter (ARKW) | 0.4 | $28M | +14% | 190k | 147.73 |
|
| Amplify Etf Tr Blockchain Techn (BLOK) | 0.4 | $28M | +14% | 490k | 56.89 |
|
| Starbucks Corporation (SBUX) | 0.4 | $28M | +20% | 330k | 84.21 |
|
| Martin Marietta Materials (MLM) | 0.4 | $28M | +9% | 44k | 622.66 |
|
| Ecolab (ECL) | 0.4 | $26M | +14% | 101k | 262.52 |
|
| Aim Etf Products Trust Us Lrgcp B10 Jul (JULT) | 0.4 | $26M | -4% | 583k | 44.88 |
|
| ConocoPhillips (COP) | 0.4 | $26M | +9% | 275k | 93.61 |
|
| Waste Connections (WCN) | 0.4 | $26M | +18% | 146k | 175.36 |
|
| Innovator Etfs Trust Innovator Inter (ISEP) | 0.4 | $25M | +2% | 769k | 32.59 |
|
| Costco Wholesale Corporation (COST) | 0.4 | $24M | +7% | 28k | 862.33 |
|
| Quanta Services (PWR) | 0.4 | $24M | -18% | 57k | 422.06 |
|
| Neos Etf Trust Neos Enh Inc 1-3 (CSHI) | 0.4 | $24M | +4% | 482k | 49.73 |
|
| Servicenow (NOW) | 0.4 | $24M | +488% | 155k | 153.19 |
|
| Extra Space Storage (EXR) | 0.4 | $23M | 173k | 130.22 |
|
|
| Boston Scientific Corporation (BSX) | 0.4 | $22M | 234k | 95.35 |
|
|
| Global X Fds Glbl X Mlp Etf (MLPA) | 0.4 | $22M | +2% | 458k | 48.41 |
|
| Dex (DXCM) | 0.3 | $22M | +13% | 332k | 66.37 |
|
| Eli Lilly & Co. (LLY) | 0.3 | $22M | +2351% | 21k | 1074.68 |
|
| Paypal Holdings (PYPL) | 0.3 | $22M | +7% | 369k | 58.38 |
|
| Innovator Etfs Trust Innovator Deepw (LOUP) | 0.3 | $21M | +13% | 279k | 76.41 |
|
| Nextera Energy (NEE) | 0.3 | $21M | -39% | 266k | 80.28 |
|
| Tidal Trust Ii Roundhill Gener (CHAT) | 0.3 | $21M | +11% | 358k | 58.96 |
|
| Baker Hughes Company Cl A (BKR) | 0.3 | $21M | -3% | 457k | 45.54 |
|
| Southwest Airlines (LUV) | 0.3 | $21M | -12% | 503k | 41.33 |
|
| Etf Ser Solutions Defiance Quantum (QTUM) | 0.3 | $21M | +15% | 189k | 109.66 |
|
| Cintas Corporation (CTAS) | 0.3 | $21M | +9549% | 109k | 188.07 |
|
| TJX Companies (TJX) | 0.3 | $20M | NEW | 132k | 153.61 |
|
| Intuitive Surgical Com New (ISRG) | 0.3 | $20M | NEW | 35k | 566.36 |
|
| Spdr Series Trust State Street Spd (SPTL) | 0.3 | $20M | +4% | 752k | 26.47 |
|
| Equinix (EQIX) | 0.3 | $20M | 26k | 766.17 |
|
|
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.3 | $20M | +6% | 44k | 453.36 |
|
| Insulet Corporation (PODD) | 0.3 | $20M | +17% | 69k | 284.24 |
|
| Ssga Active Tr Spdr Ssga Ig Pub (PRIV) | 0.3 | $20M | +10% | 771k | 25.41 |
|
| Synopsys (SNPS) | 0.3 | $20M | -2% | 42k | 469.72 |
|
| Cohen & Steers Etf Trust Natural Res Acti (CSNR) | 0.3 | $19M | +3% | 623k | 30.87 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 0.3 | $19M | +7% | 27k | 684.95 |
|
| Key (KEY) | 0.3 | $19M | +797% | 898k | 20.64 |
|
| Citigroup Com New (C) | 0.3 | $18M | +564% | 155k | 116.69 |
|
| Jefferies Finl Group (JEF) | 0.3 | $18M | +807% | 292k | 61.97 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.3 | $18M | +492% | 57k | 313.00 |
|
| Proshares Tr DJ BRKFLD GLB (TOLZ) | 0.3 | $18M | +4% | 326k | 54.15 |
|
| Exxon Mobil Corporation (XOM) | 0.3 | $17M | 144k | 120.34 |
|
|
| Spdr Series Trust State Street Spd (SPTS) | 0.3 | $17M | +4% | 582k | 29.28 |
|
| Astrazeneca Sponsored Adr (AZN) | 0.3 | $17M | +1098% | 184k | 91.93 |
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| Doubleline Etf Trust Commercial Real (DCRE) | 0.3 | $17M | +4% | 323k | 51.90 |
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| Abbvie (ABBV) | 0.3 | $16M | -7% | 71k | 228.49 |
|
| Edison International (EIX) | 0.3 | $16M | +949% | 263k | 60.02 |
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| Wells Fargo & Company (WFC) | 0.2 | $16M | +2% | 167k | 93.20 |
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| J P Morgan Exchange Traded F Hedged Equity La (HELO) | 0.2 | $16M | -70% | 234k | 66.43 |
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| Illinois Tool Works (ITW) | 0.2 | $15M | +691% | 63k | 246.30 |
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| Asml Holding N V N Y Registry Shs (ASML) | 0.2 | $15M | +424% | 14k | 1069.86 |
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| Huntington Ingalls Inds (HII) | 0.2 | $15M | +662% | 45k | 340.07 |
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| Us Bancorp Del Com New (USB) | 0.2 | $15M | 285k | 53.36 |
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| Amgen (AMGN) | 0.2 | $15M | -2% | 46k | 327.31 |
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| Rockwell Automation (ROK) | 0.2 | $15M | -4% | 38k | 389.07 |
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| M/I Homes (MHO) | 0.2 | $15M | +689% | 115k | 127.95 |
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| Cisco Systems (CSCO) | 0.2 | $14M | +2018% | 187k | 77.03 |
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| Raytheon Technologies Corp (RTX) | 0.2 | $14M | -16% | 78k | 183.40 |
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| Vaneck Etf Trust Clo Etf (CLOI) | 0.2 | $14M | 267k | 52.81 |
|
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| Allstate Corporation (ALL) | 0.2 | $14M | 68k | 208.15 |
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| United Parcel Service CL B (UPS) | 0.2 | $14M | NEW | 142k | 99.19 |
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| Prudential Financial (PRU) | 0.2 | $14M | -10% | 125k | 112.88 |
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| Abrdn Palladium Etf Trust Physical Palladm (PALL) | 0.2 | $14M | +21% | 96k | 145.38 |
|
| Texas Instruments Incorporated (TXN) | 0.2 | $14M | +25% | 80k | 173.49 |
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| Kinder Morgan (KMI) | 0.2 | $14M | +5% | 503k | 27.49 |
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| Vaneck Bitcoin Etf Sh Ben Int (HODL) | 0.2 | $14M | +24% | 555k | 24.73 |
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| EOG Resources (EOG) | 0.2 | $14M | +4333% | 131k | 105.01 |
|
| American Electric Power Company (AEP) | 0.2 | $14M | -10% | 119k | 115.31 |
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| Home Depot (HD) | 0.2 | $13M | +2% | 39k | 344.10 |
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| Altria (MO) | 0.2 | $13M | 228k | 57.66 |
|
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| Ishares Tr Ishs 1-5yr Invs (IGSB) | 0.2 | $13M | +4% | 249k | 52.88 |
|
| Kraft Heinz (KHC) | 0.2 | $13M | NEW | 542k | 24.25 |
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| International Business Machines (IBM) | 0.2 | $13M | +3% | 44k | 296.21 |
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| Flex Ord (FLEX) | 0.2 | $13M | NEW | 216k | 60.42 |
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| Qualcomm (QCOM) | 0.2 | $13M | +4723% | 76k | 171.05 |
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| Innovator Etfs Trust Us Small Cap Pwr (KAUG) | 0.2 | $13M | +2% | 478k | 26.53 |
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| Alexandria Real Estate Equities (ARE) | 0.2 | $13M | +1453% | 258k | 48.94 |
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| Innovator Etfs Trust Emrgng Mkt April (EAPR) | 0.2 | $13M | +2% | 425k | 29.70 |
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| Smucker J M Com New (SJM) | 0.2 | $13M | 128k | 97.81 |
|
|
| Lyondellbasell Industries N Shs - A - (LYB) | 0.2 | $13M | NEW | 289k | 43.30 |
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| Kla Corp Com New (KLAC) | 0.2 | $12M | NEW | 9.8k | 1215.08 |
|
| J P Morgan Exchange Traded F Betabuildrs Us (BBUS) | 0.2 | $12M | 96k | 123.31 |
|
|
| Calamos Etf Tr Autocallable Inc (CAIE) | 0.2 | $11M | 406k | 26.74 |
|
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| J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) | 0.2 | $11M | +43% | 209k | 50.94 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.2 | $9.9M | +22% | 16k | 614.32 |
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| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.1 | $8.4M | +6% | 311k | 26.91 |
|
| Ea Series Trust Alpha Arch 1-3 (BOXX) | 0.1 | $8.0M | +41% | 69k | 115.10 |
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| Neos Etf Trust Russell 2000 Hig (IWMI) | 0.1 | $8.0M | 163k | 48.68 |
|
|
| Amplify Etf Tr Cows Covered Cal (HCOW) | 0.1 | $7.8M | 323k | 24.19 |
|
|
| First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE) | 0.1 | $7.6M | 419k | 18.22 |
|
|
| Series Portfolios Tr Eldridge Bbb B (CLOZ) | 0.1 | $7.6M | 286k | 26.48 |
|
|
| Pimco Etf Tr Sr Ln Active Etf (LONZ) | 0.1 | $7.5M | 150k | 50.28 |
|
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| Invesco Exch Traded Fd Tr Ii Kbw Hig Dv Yld (KBWD) | 0.1 | $7.5M | +2% | 549k | 13.66 |
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| Neos Etf Trust Real Estate High (IYRI) | 0.1 | $7.5M | 153k | 48.60 |
|
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| Vaneck Etf Trust Mortgage Reit (MORT) | 0.1 | $7.4M | 707k | 10.51 |
|
|
| Dimensional Etf Trust Us Equity Market (DFUS) | 0.1 | $6.5M | -3% | 87k | 74.17 |
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| Spdr Series Trust State Street Spd (SPMD) | 0.1 | $6.3M | +57% | 109k | 57.91 |
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| Ishares Gold Tr Ishares New (IAU) | 0.1 | $6.0M | 74k | 81.17 |
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| Lockheed Martin Corporation (LMT) | 0.1 | $5.8M | 12k | 483.68 |
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| Ishares Tr Esg Msci Kld 400 (DSI) | 0.1 | $5.6M | +5% | 44k | 128.83 |
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| Sprott Asset Management Physical Silver (PSLV) | 0.1 | $4.3M | 183k | 23.65 |
|
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| Ishares Tr Ibonds 26 Trm Ts (IBTG) | 0.1 | $3.9M | -5% | 171k | 22.88 |
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| Tesla Motors (TSLA) | 0.1 | $3.9M | 8.7k | 449.72 |
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| O'reilly Automotive (ORLY) | 0.1 | $3.8M | +14% | 42k | 91.21 |
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| Ishares Tr Ibonds 27 Trm Ts (IBTH) | 0.1 | $3.8M | +275% | 169k | 22.47 |
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| Spdr Series Trust State Street Spd (EFIV) | 0.1 | $3.8M | +5% | 57k | 66.15 |
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| SLB Com Stk (SLB) | 0.1 | $3.5M | -22% | 91k | 38.38 |
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| Ishares Tr Esg Aware Msci (ESML) | 0.1 | $3.4M | +7% | 74k | 45.98 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.1 | $3.3M | 9.8k | 335.27 |
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| Pfizer (PFE) | 0.0 | $3.1M | -22% | 124k | 24.90 |
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| Ssga Active Tr State Street My (MYCG) | 0.0 | $3.0M | +263% | 121k | 25.04 |
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| Ssga Active Tr State Street My (MYCF) | 0.0 | $3.0M | -8% | 121k | 25.04 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.0 | $2.9M | +92% | 4.3k | 681.94 |
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| Five Below (FIVE) | 0.0 | $2.8M | -3% | 15k | 188.36 |
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| Suncor Energy (SU) | 0.0 | $2.5M | +31% | 57k | 44.36 |
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| Goldman Sachs Etf Tr Just Us Lrg Cp (JUST) | 0.0 | $2.4M | +5% | 25k | 96.70 |
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| Vaneck Etf Trust Vaneck Shrt Muni (SMB) | 0.0 | $2.3M | 133k | 17.41 |
|
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| Ulta Salon, Cosmetics & Fragrance (ULTA) | 0.0 | $2.3M | 3.8k | 605.01 |
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| Prudential Adr (PUK) | 0.0 | $2.3M | +37% | 74k | 31.12 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 0.0 | $2.2M | +4% | 34k | 66.00 |
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| Ryanair Holdings Sponsored Adr (RYAAY) | 0.0 | $2.2M | +43% | 31k | 72.19 |
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| Spdr Series Trust State Street Spd (TFI) | 0.0 | $2.2M | +6% | 48k | 45.71 |
|
| HSBC HLDGS Spon Adr New (HSBC) | 0.0 | $2.2M | +42% | 28k | 78.67 |
|
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.0 | $2.1M | +37% | 7.0k | 303.89 |
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| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 0.0 | $2.1M | +4% | 43k | 49.65 |
|
| Ubs Group SHS (UBS) | 0.0 | $2.1M | +48% | 46k | 46.31 |
|
| Sumitomo Mitsui Finl Group I Sponsored Adr (SMFG) | 0.0 | $2.1M | +48% | 109k | 19.33 |
|
| Cibc Cad (CM) | 0.0 | $2.1M | +39% | 23k | 90.61 |
|
| Rbc Cad (RY) | 0.0 | $2.0M | +46% | 12k | 170.49 |
|
| Novartis Sponsored Adr (NVS) | 0.0 | $2.0M | +42% | 15k | 137.87 |
|
| Te Connectivity Ord Shs (TEL) | 0.0 | $2.0M | +37% | 8.8k | 227.51 |
|
| Lpl Financial Holdings (LPLA) | 0.0 | $2.0M | 5.6k | 357.20 |
|
|
| CRH Ord (CRH) | 0.0 | $2.0M | +45% | 16k | 124.80 |
|
| Shell Spon Ads (SHEL) | 0.0 | $1.9M | +47% | 26k | 73.48 |
|
| Oracle Corporation (ORCL) | 0.0 | $1.9M | -85% | 9.9k | 194.90 |
|
| Chesapeake Energy Corp (EXE) | 0.0 | $1.9M | 18k | 110.36 |
|
|
| Ishares Tr Esg Awr Us Agrgt (EAGG) | 0.0 | $1.9M | 40k | 47.85 |
|
|
| Coca-cola Femsa Sab De Cv Spons Ads Rep (KOF) | 0.0 | $1.9M | +51% | 20k | 94.71 |
|
| Thermo Fisher Scientific (TMO) | 0.0 | $1.9M | -27% | 3.3k | 579.45 |
|
| Toyota Motor Corp Ads (TM) | 0.0 | $1.9M | +49% | 8.8k | 214.06 |
|
| National Grid Sponsored Adr Ne (NGG) | 0.0 | $1.9M | +45% | 24k | 77.35 |
|
| Totalenergies Se Act (TTFNF) | 0.0 | $1.9M | NEW | 29k | 65.42 |
|
| Ishares Tr Low Carbon Optim (CRBN) | 0.0 | $1.8M | +5% | 7.9k | 230.52 |
|
| Weatherford Intl Ord Shs (WFRD) | 0.0 | $1.8M | +2% | 23k | 78.26 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.0 | $1.8M | 2.9k | 627.15 |
|
|
| Coca-cola Europacific Partne SHS (CCEP) | 0.0 | $1.8M | +50% | 20k | 90.70 |
|
| Canadian Natl Ry (CNI) | 0.0 | $1.8M | +54% | 18k | 98.85 |
|
| Healthequity (HQY) | 0.0 | $1.8M | +2% | 19k | 91.61 |
|
| Fortinet (FTNT) | 0.0 | $1.7M | +2% | 22k | 79.41 |
|
| Nordson Corporation (NDSN) | 0.0 | $1.7M | 7.1k | 240.43 |
|
|
| Sanofi Sa Sponsored Adr (SNY) | 0.0 | $1.7M | +55% | 35k | 48.46 |
|
| Saia (SAIA) | 0.0 | $1.7M | +5% | 5.1k | 326.52 |
|
| Ishares Tr Rus Tp200 Gr Etf (IWY) | 0.0 | $1.7M | +40% | 6.0k | 276.94 |
|
| Amcor Ord (AMCR) | 0.0 | $1.6M | +56% | 197k | 8.34 |
|
| Linde SHS (LIN) | 0.0 | $1.6M | +56% | 3.8k | 426.39 |
|
| Jd.com Spon Ads Cl A (JD) | 0.0 | $1.5M | +61% | 54k | 28.70 |
|
| Relx Sponsored Adr (RELX) | 0.0 | $1.5M | +64% | 38k | 40.42 |
|
| Invitation Homes (INVH) | 0.0 | $1.5M | +6% | 53k | 27.79 |
|
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.0 | $1.4M | 53k | 27.43 |
|
|
| Dynatrace Com New (DT) | 0.0 | $1.4M | +5% | 33k | 43.34 |
|
| Global Payments (GPN) | 0.0 | $1.4M | +5% | 18k | 77.40 |
|
| Snap Cl A (SNAP) | 0.0 | $1.4M | +8% | 169k | 8.07 |
|
| Lululemon Athletica (LULU) | 0.0 | $1.4M | +13% | 6.5k | 207.81 |
|
| Global X Fds S&p 500 Catholic (CATH) | 0.0 | $1.3M | 16k | 82.23 |
|
|
| Chipotle Mexican Grill (CMG) | 0.0 | $1.3M | +14% | 34k | 37.00 |
|
| Occidental Petroleum Corporation (OXY) | 0.0 | $1.2M | -23% | 30k | 41.12 |
|
| ON Semiconductor (ON) | 0.0 | $1.2M | -6% | 23k | 54.15 |
|
| James Hardie Inds Ord Shs (JHX) | 0.0 | $1.2M | -92% | 57k | 20.75 |
|
| Sherwin-Williams Company (SHW) | 0.0 | $1.1M | +7% | 3.5k | 324.03 |
|
| Boeing Company (BA) | 0.0 | $1.1M | -2% | 5.2k | 217.12 |
|
| Dollar General (DG) | 0.0 | $1.1M | -21% | 8.3k | 132.77 |
|
| SYSCO Corporation (SYY) | 0.0 | $1.1M | -3% | 15k | 73.69 |
|
| Eagle Materials (EXP) | 0.0 | $1.0M | -5% | 5.0k | 206.68 |
|
| Caterpillar (CAT) | 0.0 | $1.0M | +21% | 1.8k | 572.88 |
|
| J P Morgan Exchange Traded F Betabuilders Us (BBMC) | 0.0 | $991k | -3% | 9.3k | 106.62 |
|
| Vaneck Etf Trust Intrmdt Muni Etf (ITM) | 0.0 | $965k | +6% | 21k | 47.16 |
|
| Ishares Tr Shrt Nat Mun Etf (SUB) | 0.0 | $924k | +5% | 8.7k | 106.70 |
|
| Ishares Tr Ibonds 28 Trm Ts (IBTI) | 0.0 | $890k | NEW | 40k | 22.37 |
|
| Spdr Series Trust State Street Spd (SHE) | 0.0 | $886k | +6% | 6.7k | 132.07 |
|
| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.0 | $871k | +6% | 12k | 75.44 |
|
| Duke Energy Corp Com New (DUK) | 0.0 | $833k | -4% | 7.1k | 117.22 |
|
| Sempra Energy (SRE) | 0.0 | $823k | 9.3k | 88.29 |
|
|
| Walt Disney Company (DIS) | 0.0 | $811k | -93% | 7.1k | 113.77 |
|
| Honeywell International (HON) | 0.0 | $798k | -93% | 4.1k | 195.09 |
|
| AFLAC Incorporated (AFL) | 0.0 | $794k | 7.2k | 110.27 |
|
|
| Arrow Electronics (ARW) | 0.0 | $765k | NEW | 6.9k | 110.18 |
|
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.0 | $755k | 1.00 | 754800.00 |
|
|
| Progressive Corporation (PGR) | 0.0 | $738k | +10% | 3.2k | 227.72 |
|
| Ssga Active Tr State Street My (MYCH) | 0.0 | $729k | NEW | 29k | 25.09 |
|
| Pimco Etf Tr Inter Mun Bd Act (MUNI) | 0.0 | $716k | +6% | 14k | 52.41 |
|
| Builders FirstSource (BLDR) | 0.0 | $711k | -3% | 6.9k | 102.89 |
|
| Vanguard Index Fds Growth Etf (VUG) | 0.0 | $698k | +3% | 1.4k | 487.92 |
|
| First Ctzns Bancshares Inc D Cl A (FCNCA) | 0.0 | $693k | -15% | 323.00 | 2146.18 |
|
| Regeneron Pharmaceuticals (REGN) | 0.0 | $692k | NEW | 896.00 | 771.87 |
|
| Advanced Micro Devices (AMD) | 0.0 | $662k | 3.1k | 214.16 |
|
|
| Ishares Tr Esg Awre Usd Etf (SUSC) | 0.0 | $639k | 27k | 23.38 |
|
|
| Invesco Exch Trd Slf Idx Buletshs 2027 (BSJR) | 0.0 | $631k | NEW | 28k | 22.61 |
|
| Valero Energy Corporation (VLO) | 0.0 | $608k | -5% | 3.7k | 162.79 |
|
| Spdr Gold Tr Gold Shs (GLD) | 0.0 | $605k | +33% | 1.5k | 396.31 |
|
| Bondbloxx Etf Trust Ir M Taxaware (TAXX) | 0.0 | $596k | 12k | 50.72 |
|
|
| Invesco Exch Trd Slf Idx Invsco Blsh 26 (BSJQ) | 0.0 | $578k | -17% | 25k | 23.34 |
|
| American Express Company (AXP) | 0.0 | $576k | -27% | 1.6k | 369.93 |
|
| Vanguard Specialized Funds Div App Etf (VIG) | 0.0 | $571k | +27% | 2.6k | 219.76 |
|
| At&t (T) | 0.0 | $569k | -95% | 23k | 24.84 |
|
| Spdr Series Trust State Street Spd (SPIB) | 0.0 | $563k | 17k | 33.81 |
|
|
| Wec Energy Group (WEC) | 0.0 | $552k | -16% | 5.2k | 105.46 |
|
| Canadian Natural Resources (CNQ) | 0.0 | $529k | -2% | 16k | 33.85 |
|
| Vaneck Etf Trust High Yld Munietf (HYD) | 0.0 | $528k | +16% | 10k | 51.12 |
|
| Palantir Technologies Cl A (PLTR) | 0.0 | $514k | +12% | 2.9k | 177.75 |
|
| Pepsi (PEP) | 0.0 | $509k | -8% | 3.5k | 143.54 |
|
| Marathon Petroleum Corp (MPC) | 0.0 | $479k | -4% | 2.9k | 162.63 |
|
| A. O. Smith Corporation (AOS) | 0.0 | $458k | 6.8k | 66.88 |
|
|
| Dimensional Etf Trust Us Mktwide Value (DFUV) | 0.0 | $439k | 9.4k | 46.59 |
|
|
| Pimco Etf Tr Shtrm Mun Bd Act (SMMU) | 0.0 | $436k | +6% | 8.7k | 50.43 |
|
| Diamondback Energy (FANG) | 0.0 | $427k | +3% | 2.8k | 150.33 |
|
| Ishares Silver Tr Ishares (SLV) | 0.0 | $417k | +28% | 6.5k | 64.42 |
|
| Merck & Co (MRK) | 0.0 | $399k | -8% | 3.8k | 105.27 |
|
| Southern Company (SO) | 0.0 | $396k | -3% | 4.5k | 87.20 |
|
| Antero Res (AR) | 0.0 | $393k | -3% | 11k | 34.46 |
|
| Williams Companies (WMB) | 0.0 | $392k | -6% | 6.5k | 60.11 |
|
| Mayville Engineering (MEC) | 0.0 | $391k | 21k | 18.72 |
|
|
| Kroger (KR) | 0.0 | $391k | 6.3k | 62.48 |
|
|
| Energy Transfer Com Ut Ltd Ptn (ET) | 0.0 | $390k | +4% | 24k | 16.49 |
|
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.0 | $388k | -15% | 2.0k | 198.58 |
|
| Halliburton Company (HAL) | 0.0 | $381k | -2% | 14k | 28.26 |
|
| Select Sector Spdr Tr State Street Tec (XLK) | 0.0 | $378k | +139% | 2.6k | 144.00 |
|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.0 | $374k | +22% | 3.0k | 123.26 |
|
| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.0 | $363k | 11k | 32.62 |
|
|
| Cheniere Energy Com New (LNG) | 0.0 | $361k | -3% | 1.9k | 194.39 |
|
| Vanguard World Mega Grwth Ind (MGK) | 0.0 | $353k | +26% | 855.00 | 412.98 |
|
| Philip Morris International (PM) | 0.0 | $343k | -24% | 2.1k | 160.40 |
|
| Sprott Asset Management Physical Gold An (CEF) | 0.0 | $340k | 7.4k | 45.80 |
|
|
| Mastercard Incorporated Cl A (MA) | 0.0 | $339k | NEW | 594.00 | 570.88 |
|
| Vanguard World Inf Tech Etf (VGT) | 0.0 | $339k | +5% | 450.00 | 753.03 |
|
| Bristol Myers Squibb (BMY) | 0.0 | $336k | -2% | 6.2k | 53.94 |
|
| McKesson Corporation (MCK) | 0.0 | $336k | 410.00 | 820.44 |
|
|
| Vanguard Index Fds Value Etf (VTV) | 0.0 | $334k | +4% | 1.7k | 190.98 |
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.0 | $332k | NEW | 5.3k | 62.47 |
|
| Truist Financial Corp equities (TFC) | 0.0 | $328k | 6.7k | 49.21 |
|
|
| Ssga Active Etf Tr State Street Ult (ULST) | 0.0 | $322k | -12% | 8.0k | 40.51 |
|
| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.0 | $314k | +17% | 2.1k | 148.69 |
|
| Select Sector Spdr Tr State Street Con (XLY) | 0.0 | $304k | +139% | 2.5k | 119.41 |
|
| Northrop Grumman Corporation (NOC) | 0.0 | $297k | -97% | 521.00 | 570.21 |
|
| Ark Etf Tr Space & Defense (ARKX) | 0.0 | $295k | 10k | 28.98 |
|
|
| CMS Energy Corporation (CMS) | 0.0 | $280k | -4% | 4.0k | 69.93 |
|
| Schwab Strategic Tr Fundamental Intl (FNDF) | 0.0 | $279k | 6.2k | 45.21 |
|
|
| Ishares Tr Core High Dv Etf (HDV) | 0.0 | $279k | 2.3k | 121.61 |
|
|
| Colgate-Palmolive Company (CL) | 0.0 | $276k | +6% | 3.5k | 79.02 |
|
| Choiceone Fin cmn stk (COFS) | 0.0 | $275k | 9.3k | 29.52 |
|
|
| Jack Henry & Associates (JKHY) | 0.0 | $274k | 1.5k | 182.48 |
|
|
| Evergy (EVRG) | 0.0 | $265k | 3.7k | 72.49 |
|
|
| Intel Corporation (INTC) | 0.0 | $262k | -10% | 7.1k | 36.90 |
|
| CSX Corporation (CSX) | 0.0 | $262k | 7.2k | 36.25 |
|
|
| Ishares Tr Intl Sel Div Etf (IDV) | 0.0 | $258k | +2% | 6.5k | 39.45 |
|
| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.0 | $257k | +4% | 3.5k | 73.56 |
|
| salesforce (CRM) | 0.0 | $256k | -12% | 966.00 | 264.91 |
|
| Global X Fds S&p Ex Us Etf (CEFA) | 0.0 | $253k | 6.9k | 36.93 |
|
|
| Alliant Energy Corporation (LNT) | 0.0 | $253k | 3.9k | 65.01 |
|
|
| Nucor Corporation (NUE) | 0.0 | $249k | 1.5k | 163.11 |
|
|
| Ssga Active Etf Tr State Street Bla (SRLN) | 0.0 | $244k | +2% | 5.9k | 41.27 |
|
| Verizon Communications (VZ) | 0.0 | $241k | +2% | 5.9k | 40.73 |
|
| Atmos Energy Corporation (ATO) | 0.0 | $237k | 1.4k | 167.68 |
|
|
| Innovator Etfs Trust Us Eqt Bufr Apr (BAPR) | 0.0 | $235k | -76% | 4.9k | 47.98 |
|
| Proshares Tr Pshs Ultra Qqq (QLD) | 0.0 | $234k | 3.3k | 70.41 |
|
|
| Innovator Etfs Trust Us Equity Accele (XBAP) | 0.0 | $234k | -57% | 6.0k | 38.67 |
|
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.0 | $225k | -42% | 1.6k | 143.49 |
|
| Monster Beverage Corp (MNST) | 0.0 | $222k | NEW | 2.9k | 76.67 |
|
| Sierra Ban (BSRR) | 0.0 | $214k | NEW | 6.6k | 32.68 |
|
| Ishares Tr 7-10 Yr Trsy Bd (IEF) | 0.0 | $206k | NEW | 2.1k | 96.16 |
|
| Constellation Energy (CEG) | 0.0 | $206k | NEW | 582.00 | 353.27 |
|
| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.0 | $200k | NEW | 663.00 | 302.11 |
|
| Angel Oak Funds Trust Mortgage Backed (MBS) | 0.0 | $97k | -33% | 11k | 8.75 |
|
Past Filings by Gradient Investments
SEC 13F filings are viewable for Gradient Investments going back to 2011
- Gradient Investments 2025 Q4 filed Jan. 8, 2026
- 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