Gradient Investments
Latest statistics and disclosures from Gradient Investments's latest quarterly 13F-HR filing:
- Top 5 stock holdings are SPY, SPAB, SPLG, FEZ, SRLN, and represent 27.04% of Gradient Investments's stock portfolio.
- Added to shares of these 10 stocks: RGI (+$43M), FEZ (+$37M), SMDV (+$33M), SPLG (+$22M), SPTI (+$21M), UNH (+$16M), BAH (+$15M), TJX (+$13M), AMT (+$13M), MDT (+$11M).
- Started 156 new stock positions in SSYS, INBK, VC, CNS, COKE, CRH, UHAL, AWF, CFVI, VKI.
- Reduced shares in these 10 stocks: BJUL (-$74M), XLV (-$43M), JPHY (-$28M), COP (-$15M), WM (-$14M), CME (-$13M), BX (-$13M), MBB (-$11M), MRK (-$9.4M), DFS (-$8.8M).
- Sold out of its positions in ANIP, AB, AMED, AMRC, AVEM, BBVA, MUA, CDNS, CLMT, CRNC.
- Gradient Investments was a net buyer of stock by $187M.
- Gradient Investments has $3.9B in assets under management (AUM), dropping by 10.52%.
- Central Index Key (CIK): 0001542265
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Portfolio Holdings for Gradient Investments
Companies in the Gradient Investments portfolio as of the December 2021 quarterly 13F filing
Gradient Investments has 1303 total positions. Only the first 250 positions are shown.
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- Download the Gradient Investments December 2021 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 10.6 | $418M | 879k | 474.96 | ||
| Spdr Ser Tr Portfolio Agrgte (SPAB) | 5.8 | $228M | +3% | 7.7M | 29.62 | |
| Spdr Ser Tr Portfolio S&p500 (SPLG) | 4.8 | $189M | +13% | 3.4M | 55.83 | |
| Spdr Index Shs Fds Euro Stoxx 50 (FEZ) | 3.3 | $130M | +40% | 2.8M | 46.66 | |
| Ssga Active Etf Tr Blackstone Senr (SRLN) | 2.6 | $103M | +3% | 2.3M | 45.63 | |
| Vaneck Etf Trust Fallen Angel Hg (ANGL) | 2.5 | $98M | +10% | 3.0M | 32.97 | |
| Proshares Tr Russ 2000 Divd (SMDV) | 2.4 | $96M | +53% | 1.4M | 66.88 | |
| Ishares Tr Mbs Etf (MBB) | 2.1 | $81M | -11% | 754k | 107.43 | |
| First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE) | 1.8 | $73M | +12% | 3.6M | 20.32 | |
| Apple (AAPL) | 1.8 | $72M | 403k | 177.57 | ||
| Ishares Tr Global Reit Etf (REET) | 1.7 | $66M | +6% | 2.2M | 30.61 | |
| World Gold Tr Spdr Gld Minis (GLDM) | 1.5 | $59M | +8% | 3.2M | 18.18 | |
| Microsoft Corporation (MSFT) | 1.3 | $52M | +9% | 153k | 336.32 | |
| Legg Mason Etf Invt Tr L Vol H Div Etf (LVHD) | 1.2 | $49M | +17% | 1.2M | 40.04 | |
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| J P Morgan Exchange-traded F Equity Premium (JEPI) | 1.2 | $48M | +13% | 764k | 63.19 | |
| Spdr Ser Tr Portfolio Intrmd (SPIB) | 1.2 | $47M | -10% | 1.3M | 36.15 | |
| Proshares Tr Merger Etf (MRGR) | 1.2 | $47M | +11% | 1.1M | 41.35 | |
| Amazon (AMZN) | 1.1 | $44M | +8% | 13k | 3334.38 | |
| Invesco Exchange Traded Fd T S&p500 Eql Ind (RGI) | 1.1 | $43M | +47711% | 217k | 197.68 | |
| Ishares Tr 0-5yr Hi Yl Cp (SHYG) | 1.1 | $42M | +15% | 925k | 45.30 | |
| UnitedHealth (UNH) | 1.0 | $39M | +70% | 78k | 502.14 | |
| JPMorgan Chase & Co. (JPM) | 0.9 | $36M | +4% | 229k | 158.35 | |
| Spdr Ser Tr Portfli Intrmdit (SPTI) | 0.9 | $35M | +152% | 1.1M | 32.05 | |
| Procter & Gamble Company (PG) | 0.9 | $35M | +10% | 213k | 163.58 | |
| Nextera Energy (NEE) | 0.8 | $33M | 351k | 93.36 | ||
| Invesco Exch Trd Slf Idx Bulshs 2022 Hy (BSJM) | 0.8 | $31M | 1.3M | 23.23 | ||
| Invesco Exch Trd Slf Idx Bulshs 2023 Hy (BSJN) | 0.8 | $31M | 1.2M | 25.29 | ||
| Alphabet Cap Stk Cl C (GOOG) | 0.8 | $30M | +46% | 10k | 2893.63 | |
| Booz Allen Hamilton Hldg Cor Cl A (BAH) | 0.7 | $28M | +121% | 326k | 84.79 | |
| Wal-Mart Stores (WMT) | 0.7 | $27M | +6% | 189k | 144.69 | |
| Home Depot (HD) | 0.7 | $27M | -13% | 65k | 415.01 | |
| Chevron Corporation (CVX) | 0.7 | $26M | 225k | 117.35 | ||
| Johnson & Johnson (JNJ) | 0.7 | $26M | +6% | 154k | 171.07 | |
| Travel Leisure Ord (TNL) | 0.6 | $24M | +14% | 433k | 55.27 | |
| Spdr Ser Tr Portfli Mortgage (SPMB) | 0.6 | $23M | +15% | 913k | 25.38 | |
| Bank of America Corporation (BAC) | 0.6 | $23M | +33% | 520k | 44.49 | |
| Paypal Holdings (PYPL) | 0.5 | $21M | +102% | 113k | 188.58 | |
| Invesco Exch Trd Slf Idx Bullshs 22 Usd (BSBE) | 0.5 | $21M | 821k | 25.51 | ||
| Invesco Exch Trd Slf Idx Bullshs 23 Usd (BSCE) | 0.5 | $21M | 809k | 25.87 | ||
| Bristol Myers Squibb (BMY) | 0.5 | $21M | +4% | 334k | 62.35 | |
| Verizon Communications (VZ) | 0.5 | $21M | +9% | 395k | 51.96 | |
| Facebook Cl A (FB) | 0.5 | $20M | +28% | 60k | 336.36 | |
| Global Payments (GPN) | 0.5 | $19M | +70% | 144k | 135.18 | |
| Boston Scientific Corporation (BSX) | 0.5 | $19M | +34% | 446k | 42.48 | |
| Sensata Technologies Hldg Pl SHS (ST) | 0.5 | $18M | +13% | 297k | 61.69 | |
| Palo Alto Networks (PANW) | 0.5 | $18M | 33k | 556.77 | ||
| Visa Com Cl A (V) | 0.5 | $18M | +21% | 83k | 216.71 | |
| Medtronic SHS (MDT) | 0.4 | $18M | +179% | 171k | 103.45 | |
| stock (SPLK) | 0.4 | $17M | +52% | 150k | 115.72 | |
| Iqvia Holdings (IQV) | 0.4 | $17M | +15% | 61k | 282.14 | |
| Netflix (NFLX) | 0.4 | $17M | +22% | 28k | 602.44 | |
| Servicenow (NOW) | 0.4 | $17M | +19% | 26k | 649.11 | |
| Transunion (TRU) | 0.4 | $16M | +26% | 133k | 118.58 | |
| Exxon Mobil Corporation (XOM) | 0.4 | $15M | +2% | 250k | 61.19 | |
| At&t (T) | 0.4 | $15M | +22% | 616k | 24.60 | |
| CVS Caremark Corporation (CVS) | 0.4 | $15M | 147k | 103.16 | ||
| Broadcom (AVGO) | 0.4 | $15M | -7% | 23k | 665.39 | |
| Docusign (DOCU) | 0.4 | $15M | +111% | 98k | 152.31 | |
| Paychex (PAYX) | 0.4 | $15M | -3% | 109k | 136.50 | |
| Spdr Index Shs Fds Portfolio Emg Mk (SPEM) | 0.4 | $15M | +18% | 359k | 41.49 | |
| Akamai Technologies (AKAM) | 0.4 | $15M | +23% | 127k | 117.04 | |
| Ishares Tr Msci Kld400 Soc (DSI) | 0.4 | $15M | +63% | 159k | 92.92 | |
| McDonald's Corporation (MCD) | 0.4 | $15M | 55k | 268.07 | ||
| Varonis Sys (VRNS) | 0.4 | $15M | +60% | 298k | 48.78 | |
| Lockheed Martin Corporation (LMT) | 0.4 | $14M | -23% | 41k | 355.42 | |
| Fidelity National Financial Fnf Group Com (FNF) | 0.4 | $14M | 273k | 52.18 | ||
| Dex (DXCM) | 0.4 | $14M | +19% | 27k | 536.97 | |
| Automatic Data Processing (ADP) | 0.4 | $14M | -5% | 58k | 246.59 | |
| Essential Utils (WTRG) | 0.4 | $14M | +4% | 263k | 53.69 | |
| Crown Castle Intl (CCI) | 0.4 | $14M | +4% | 67k | 208.75 | |
| Amgen (AMGN) | 0.4 | $14M | +10% | 62k | 224.98 | |
| United Parcel Service CL B (UPS) | 0.4 | $14M | +2% | 65k | 214.34 | |
| Union Pacific Corporation (UNP) | 0.4 | $14M | -2% | 55k | 251.92 | |
| Digital Realty Trust (DLR) | 0.4 | $14M | +3% | 79k | 176.87 | |
| Atmos Energy Corporation (ATO) | 0.4 | $14M | +5% | 133k | 104.77 | |
| Norfolk Southern (NSC) | 0.4 | $14M | 47k | 297.70 | ||
| Fifth Third Ban (FITB) | 0.4 | $14M | 317k | 43.55 | ||
| Celanese Corporation (CE) | 0.3 | $14M | +3% | 82k | 168.06 | |
| Synovus Finl Corp Com New (SNV) | 0.3 | $14M | 285k | 47.87 | ||
| Cigna Corp (CI) | 0.3 | $14M | +8% | 59k | 229.63 | |
| TJX Companies (TJX) | 0.3 | $14M | +15801% | 178k | 75.92 | |
| CMS Energy Corporation (CMS) | 0.3 | $14M | +4% | 208k | 65.05 | |
| Allstate Corporation (ALL) | 0.3 | $14M | +18% | 115k | 117.65 | |
| SYSCO Corporation (SYY) | 0.3 | $13M | +4% | 171k | 78.55 | |
| Regions Financial Corporation (RF) | 0.3 | $13M | 616k | 21.80 | ||
| Costco Wholesale Corporation (COST) | 0.3 | $13M | -3% | 24k | 567.69 | |
| National Retail Properties (NNN) | 0.3 | $13M | +5% | 277k | 48.07 | |
| American Tower Reit (AMT) | 0.3 | $13M | +16721% | 45k | 292.51 | |
| Truist Financial Corp equities (TFC) | 0.3 | $13M | +2% | 224k | 58.55 | |
| Vaneck Etf Trust Mortgage Reit (MORT) | 0.3 | $13M | 727k | 17.96 | ||
| Darden Restaurants (DRI) | 0.3 | $13M | +4% | 87k | 150.64 | |
| Raytheon Technologies Corp (RTX) | 0.3 | $13M | -32% | 151k | 86.06 | |
| Ameriprise Financial (AMP) | 0.3 | $13M | -7% | 43k | 301.66 | |
| Citizens Financial (CFG) | 0.3 | $13M | -4% | 270k | 47.25 | |
| Analog Devices (ADI) | 0.3 | $13M | 73k | 175.78 | ||
| Lowe's Companies (LOW) | 0.3 | $13M | -15% | 49k | 258.48 | |
| 3M Company (MMM) | 0.3 | $13M | +10% | 71k | 177.63 | |
| Ishares Tr Jpmorgan Usd Emg (EMB) | 0.3 | $13M | -9% | 115k | 109.06 | |
| J P Morgan Exchange-traded F High Yld Resrch (JPHY) | 0.3 | $12M | -68% | 240k | 51.77 | |
| L3harris Technologies (LHX) | 0.3 | $12M | +5% | 58k | 213.24 | |
| Spdr Ser Tr Prtflo S&p500 Hi (SPYD) | 0.3 | $12M | 291k | 42.05 | ||
| Vaneck Etf Trust Bdc Income Etf (BIZD) | 0.3 | $12M | 702k | 17.21 | ||
| Target Corporation (TGT) | 0.3 | $12M | 51k | 231.45 | ||
| First Trust/Four Corners SFRI Fund II (FCT) | 0.3 | $12M | 968k | 12.06 | ||
| Southwest Airlines (LUV) | 0.3 | $12M | +19% | 270k | 42.84 | |
| Sba Communications Corp Cl A (SBAC) | 0.3 | $12M | 30k | 389.03 | ||
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.3 | $11M | 37k | 299.01 | ||
| Thermo Fisher Scientific (TMO) | 0.3 | $11M | +3% | 16k | 667.22 | |
| Synopsys (SNPS) | 0.3 | $11M | 30k | 368.48 | ||
| Goldman Sachs (GS) | 0.3 | $11M | 28k | 382.57 | ||
| Dollar Tree (DLTR) | 0.3 | $11M | -31% | 74k | 140.52 | |
| Abbott Laboratories (ABT) | 0.3 | $10M | +6% | 72k | 140.74 | |
| Goldman Sachs Etf Tr Aces Ultra Shr (GSST) | 0.3 | $10M | -10% | 200k | 50.47 | |
| Invesco Exch Trd Slf Idx Bulshs 2023 Cb (BSCN) | 0.2 | $9.8M | 459k | 21.46 | ||
| Ecolab (ECL) | 0.2 | $9.8M | 42k | 234.60 | ||
| Equinix (EQIX) | 0.2 | $9.7M | -29% | 12k | 845.84 | |
| Snap Cl A (SNAP) | 0.2 | $9.3M | +196% | 198k | 47.03 | |
| Waste Management (WM) | 0.2 | $9.0M | -60% | 54k | 166.89 | |
| ConocoPhillips (COP) | 0.2 | $9.0M | -61% | 124k | 72.18 | |
| Invesco Exch Trd Slf Idx Bulshs 2022 Cb (BSCM) | 0.2 | $8.9M | 417k | 21.39 | ||
| Coca-Cola Company (KO) | 0.2 | $8.7M | -5% | 147k | 59.21 | |
| Prologis (PLD) | 0.2 | $8.6M | -16% | 51k | 168.36 | |
| Mastercard Incorporated Cl A (MA) | 0.2 | $8.6M | 24k | 359.33 | ||
| Pacira Pharmaceuticals (PCRX) | 0.2 | $8.4M | +67% | 140k | 60.17 | |
| Waste Connections (WCN) | 0.2 | $8.2M | -20% | 60k | 136.27 | |
| Eli Lilly & Co. (LLY) | 0.2 | $7.9M | -4% | 29k | 276.21 | |
| Lci Industries (LCII) | 0.2 | $7.8M | +44% | 50k | 155.87 | |
| MercadoLibre (MELI) | 0.2 | $7.7M | +187% | 5.7k | 1348.48 | |
| Azek Cl A (AZEK) | 0.2 | $7.7M | NEW | 167k | 46.24 | |
| Okta Cl A (OKTA) | 0.2 | $7.7M | +72% | 34k | 224.17 | |
| Lpl Financial Holdings (LPLA) | 0.2 | $7.6M | NEW | 48k | 160.09 | |
| Morgan Stanley Com New (MS) | 0.2 | $7.6M | +2336% | 77k | 98.16 | |
| Blackline (BL) | 0.2 | $7.5M | +75% | 73k | 103.55 | |
| Paylocity Holding Corporation (PCTY) | 0.2 | $7.3M | +52% | 31k | 236.16 | |
| Sprout Social Com Cl A (SPT) | 0.2 | $7.2M | +82% | 79k | 90.69 | |
| Square Cl A (SQ) | 0.2 | $6.7M | +112% | 41k | 161.51 | |
| Aberdeen Std Silver Etf Tr Physcl Silvr Shs (SIVR) | 0.2 | $6.4M | -2% | 287k | 22.40 | |
| Nushares Etf Tr Esg Hi Tld Crp (NUHY) | 0.2 | $6.4M | 261k | 24.40 | ||
| American Express Company (AXP) | 0.2 | $6.3M | -28% | 39k | 163.60 | |
| First Tr Stoxx European Sele Common Shs (FDD) | 0.2 | $6.1M | 423k | 14.42 | ||
| Vaneck Etf Trust International Hi (IHY) | 0.1 | $5.9M | 243k | 24.13 | ||
| Invesco Exchange Traded Fd T Finl Pfd Etf (PGF) | 0.1 | $5.8M | 308k | 18.82 | ||
| Global X Fds Glbl X Mlp Etf (MLPA) | 0.1 | $5.6M | +2% | 161k | 34.98 | |
| Ishares Tr Esg Aware Msci (ESML) | 0.1 | $5.5M | 135k | 40.32 | ||
| Vaneck Etf Trust Junior Gold Mine (GDXJ) | 0.1 | $4.0M | -3% | 95k | 41.93 | |
| Goldman Sachs Etf Tr Just Us Lrg Cp (JUST) | 0.1 | $3.9M | 57k | 68.29 | ||
| Vaneck Etf Trust Gold Miners Etf (GDX) | 0.1 | $3.9M | -2% | 120k | 32.03 | |
| Ishares Tr Esg Awre 1 5 Yr (SUSB) | 0.1 | $3.8M | 149k | 25.65 | ||
| Alphabet Cap Stk Cl A (GOOGL) | 0.1 | $3.6M | 1.3k | 2897.29 | ||
| Merck & Co (MRK) | 0.1 | $2.8M | -76% | 37k | 76.65 | |
| Invesco Exch Trd Slf Idx Bulshs 2024 Hy (BSJO) | 0.1 | $2.4M | -12% | 97k | 24.98 | |
| Nushares Etf Tr Nuveen Esg Intl (NUDM) | 0.1 | $2.4M | +2% | 78k | 30.99 | |
| Ishares Gold Tr Ishares New (IAU) | 0.1 | $2.2M | +2% | 63k | 34.81 | |
| Honeywell International (HON) | 0.1 | $2.1M | -18% | 10k | 208.51 | |
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $2.1M | -4% | 5.2k | 397.88 | |
| Abbvie (ABBV) | 0.0 | $2.0M | +71% | 15k | 135.38 | |
| Ishares Tr National Mun Etf (MUB) | 0.0 | $1.8M | -45% | 16k | 116.25 | |
| Invesco Exch Trd Slf Idx Bullshs 24 Usd (BSDE) | 0.0 | $1.8M | -12% | 69k | 25.80 | |
| Boeing Company (BA) | 0.0 | $1.7M | 8.5k | 201.34 | ||
| Invesco Actively Managed Etf Ultra Shrt Dur (GSY) | 0.0 | $1.5M | -26% | 30k | 50.30 | |
| Midwest Hldg Com New (MDWT) | 0.0 | $1.4M | 82k | 17.56 | ||
| Invesco Exch Traded Fd Tr Ii S&p 500 Hb Etf (SPHB) | 0.0 | $1.4M | -13% | 18k | 79.04 | |
| Ssga Active Etf Tr Ult Sht Trm Bd (ULST) | 0.0 | $1.4M | -27% | 35k | 40.33 | |
| Walt Disney Company (DIS) | 0.0 | $1.4M | +5% | 8.9k | 154.87 | |
| O'reilly Automotive (ORLY) | 0.0 | $1.4M | 1.9k | 705.97 | ||
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.0 | $1.4M | 3.00 | 450666.67 | ||
| Tesla Motors (TSLA) | 0.0 | $1.3M | +33% | 1.2k | 1056.49 | |
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.0 | $1.2M | +57% | 15k | 80.82 | |
| Sempra Energy (SRE) | 0.0 | $1.2M | 8.9k | 132.27 | ||
| Nushares Etf Tr Nuveen Esg Emrgn (NUEM) | 0.0 | $1.2M | +2% | 36k | 32.29 | |
| Pfizer (PFE) | 0.0 | $1.1M | 19k | 59.04 | ||
| Pepsi (PEP) | 0.0 | $1.1M | -4% | 6.2k | 173.72 | |
| Ishares Tr Core S&p500 Etf (IVV) | 0.0 | $955k | -34% | 2.0k | 476.78 | |
| Mccormick & Co Com Vtg (MKC.V) | 0.0 | $913k | 9.6k | 95.44 | ||
| Kroger (KR) | 0.0 | $912k | 20k | 45.27 | ||
| Spdr Ser Tr Nuveen Brc Munic (TFI) | 0.0 | $867k | -46% | 17k | 51.72 | |
| Sprott Physical Silver Tr Tr Unit (PSLV) | 0.0 | $809k | +2% | 101k | 8.02 | |
| Caterpillar (CAT) | 0.0 | $779k | 3.8k | 206.80 | ||
| AFLAC Incorporated (AFL) | 0.0 | $776k | 13k | 58.38 | ||
| Wells Fargo & Company (WFC) | 0.0 | $771k | +726% | 16k | 47.97 | |
| Invesco Exch Trd Slf Idx Bulshs 2024 Cb (BSCO) | 0.0 | $767k | -12% | 35k | 21.82 | |
| Suncor Energy (SU) | 0.0 | $723k | -7% | 29k | 25.03 | |
| Duke Energy Corp Com New (DUK) | 0.0 | $722k | +7% | 6.9k | 104.88 | |
| Vanguard Specialized Funds Div App Etf (VIG) | 0.0 | $720k | -16% | 4.2k | 171.76 | |
| Dupont De Nemours (DD) | 0.0 | $699k | +13% | 8.7k | 80.78 | |
| Spdr Ser Tr Prtflo S&p500 Gw (SPYG) | 0.0 | $690k | -21% | 9.5k | 72.43 | |
| Sierra Ban (BSRR) | 0.0 | $664k | 25k | 27.13 | ||
| BP Sponsored Adr (BP) | 0.0 | $649k | -8% | 24k | 26.62 | |
| Reliance Steel & Aluminum (RS) | 0.0 | $644k | 4.0k | 162.22 | ||
| Advanced Micro Devices (AMD) | 0.0 | $635k | +5% | 4.4k | 143.89 | |
| Novartis Sponsored Adr (NVS) | 0.0 | $627k | 7.2k | 87.53 | ||
| Linde SHS (LIN) | 0.0 | $594k | -11% | 1.7k | 346.76 | |
| Dow (DOW) | 0.0 | $591k | +11% | 10k | 56.69 | |
| Hanover Insurance (THG) | 0.0 | $580k | 4.4k | 131.04 | ||
| NVIDIA Corporation (NVDA) | 0.0 | $578k | +58% | 2.0k | 294.15 | |
| CRH Adr (CRH) | 0.0 | $576k | NEW | 11k | 52.81 | |
| Comcast Corp Cl A (CMCSA) | 0.0 | $573k | +4% | 11k | 50.33 | |
| Te Connectivity Reg Shs (TEL) | 0.0 | $567k | -14% | 3.5k | 161.22 | |
| Walgreen Boots Alliance (WBA) | 0.0 | $564k | 11k | 52.15 | ||
| Lyondellbasell Industries N Shs - A - (LYB) | 0.0 | $562k | -4% | 6.1k | 92.22 | |
| Astrazeneca Sponsored Adr (AZN) | 0.0 | $560k | -4% | 9.6k | 58.30 | |
| Toronto Dominion Bk Ont Com New (TD) | 0.0 | $555k | -15% | 7.2k | 76.73 | |
| Dimensional Etf Trust Us Core Equity 2 (DFAC) | 0.0 | $538k | 19k | 28.95 | ||
| Cibc Cad (CM) | 0.0 | $537k | -6% | 4.6k | 116.56 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.0 | $532k | -5% | 4.4k | 120.28 | |
| Intel Corporation (INTC) | 0.0 | $531k | -33% | 10k | 51.47 | |
| Algonquin Power & Utilities equs (AQN) | 0.0 | $524k | -3% | 36k | 14.46 | |
| Coca-cola Europacific Partne SHS (CCEP) | 0.0 | $524k | 9.4k | 55.92 | ||
| Restaurant Brands Intl Inc Com equity / large cap (QSR) | 0.0 | $520k | 8.6k | 60.66 | ||
| Amcor Ord (AMCR) | 0.0 | $518k | -5% | 43k | 12.01 | |
| Garmin SHS (GRMN) | 0.0 | $513k | +12% | 3.8k | 136.25 | |
| Banco Santander Adr (SAN) | 0.0 | $506k | +8% | 154k | 3.29 | |
| Abb Sponsored Adr (ABB) | 0.0 | $502k | -5% | 13k | 38.13 | |
| Southern Company (SO) | 0.0 | $493k | +6% | 7.2k | 68.58 | |
| Exelon Corporation (EXC) | 0.0 | $492k | +2% | 8.5k | 57.76 | |
| Relx Sponsored Adr (RELX) | 0.0 | $485k | -10% | 15k | 32.60 | |
| Rbc Cad (RY) | 0.0 | $485k | -6% | 4.6k | 106.13 | |
| Philip Morris International (PM) | 0.0 | $484k | 5.1k | 95.00 | ||
| Ford Motor Company (F) | 0.0 | $479k | +55% | 23k | 20.77 | |
| Bce Com New (BCE) | 0.0 | $477k | -6% | 9.2k | 52.00 | |
| Spdr Ser Tr S&p Divid Etf (SDY) | 0.0 | $472k | +94% | 3.7k | 129.21 | |
| salesforce (CRM) | 0.0 | $472k | -28% | 1.9k | 253.90 | |
| Comerica Incorporated (CMA) | 0.0 | $470k | 5.4k | 86.97 | ||
| Koninklijke Philips N V Ny Regis Shs New (PHG) | 0.0 | $468k | +31% | 13k | 36.88 | |
| Altria (MO) | 0.0 | $462k | +6% | 9.7k | 47.43 | |
| Ubs Group SHS (UBS) | 0.0 | $455k | -14% | 26k | 17.86 | |
| Sanofi Sponsored Adr (SNY) | 0.0 | $454k | 9.1k | 50.10 | ||
| Kellogg Company (K) | 0.0 | $437k | 6.8k | 64.42 | ||
| Royal Dutch Shell Spons Adr A (RDS.A) | 0.0 | $437k | +7819% | 10k | 43.45 | |
| Cisco Systems (CSCO) | 0.0 | $412k | +36% | 6.5k | 63.35 | |
| CSX Corporation (CSX) | 0.0 | $410k | 11k | 37.58 | ||
| General Dynamics Corporation (GD) | 0.0 | $406k | +423% | 1.9k | 208.63 | |
| Corteva (CTVA) | 0.0 | $400k | +9% | 8.5k | 47.29 | |
| Starbucks Corporation (SBUX) | 0.0 | $399k | -14% | 3.4k | 116.91 | |
| Parsons Corporation (PSN) | 0.0 | $387k | -52% | 12k | 33.68 | |
| Wec Energy Group (WEC) | 0.0 | $374k | 3.9k | 97.12 | ||
| Nasdaq Omx (NDAQ) | 0.0 | $371k | -17% | 1.8k | 210.08 | |
| Valero Energy Corporation (VLO) | 0.0 | $360k | +9% | 4.8k | 75.13 | |
| DTE Energy Company (DTE) | 0.0 | $359k | +50% | 3.0k | 119.71 | |
| Vanguard Index Fds Growth Etf (VUG) | 0.0 | $359k | +28% | 1.1k | 320.54 | |
| International Business Machines (IBM) | 0.0 | $358k | -6% | 2.7k | 133.48 | |
| Spdr Ser Tr Nuveen Bbg Brcly (HYMB) | 0.0 | $358k | -46% | 6.0k | 60.12 | |
| Ishares Tr Core High Dv Etf (HDV) | 0.0 | $353k | 3.5k | 101.03 | ||
| Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 0.0 | $349k | -23% | 4.3k | 80.32 | |
| Rockwell Automation (ROK) | 0.0 | $343k | 984.00 | 348.58 | ||
| Ishares Tr Shrt Nat Mun Etf (SUB) | 0.0 | $343k | -46% | 3.2k | 107.36 | |
| Dimensional Etf Trust Us Equity Etf (DFUS) | 0.0 | $334k | 6.5k | 51.71 | ||
| Vanguard Index Fds Value Etf (VTV) | 0.0 | $326k | +42% | 2.2k | 146.98 | |
| Public Service Enterprise (PEG) | 0.0 | $326k | -8% | 4.9k | 66.71 | |
| Lincoln National Corporation (LNC) | 0.0 | $307k | -27% | 4.5k | 68.28 | |
Past Filings by Gradient Investments
SEC 13F filings are viewable for Gradient Investments going back to 2011
- 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
- Gradient Investments 2019 Q4 filed Jan. 15, 2020
- Gradient Investments 2019 Q3 filed Oct. 10, 2019
- Gradient Investments 2019 Q2 filed July 16, 2019
- Gradient Investments 2019 Q1 filed April 11, 2019
- Gradient Investments 2018 Q4 filed Jan. 18, 2019
- Gradient Investments 2018 Q3 filed Oct. 11, 2018
- Gradient Investments 2018 Q2 filed Aug. 9, 2018
- Gradient Investments 2018 Q1 filed April 11, 2018