Gradient Investments
Latest statistics and disclosures from Gradient Investments's latest quarterly 13F-HR filing:
- Top 5 stock holdings are EELV, SPAB, FEZ, SMDV, SPLG, and represent 27.27% of Gradient Investments's stock portfolio.
- Added to shares of these 10 stocks: EELV (+$468M), Spdr Gold Minishares Trust (+$66M), BIZD (+$47M), Goldman Sachs Etf Tr (+$43M), IJT (+$32M), BSJO (+$27M), SPAB (+$21M), EMB (+$21M), FEZ (+$20M), SMDV (+$20M).
- Started 108 new stock positions in DNN, QLC, SCHE, CYTO, SDS, KOMP, VLUE, TMFG, Goldman Sachs Etf Tr, STOT.
- Reduced shares in these 10 stocks: SPY (-$396M), SPLG (-$68M), World Gold Tr spdr gld minis (-$59M), REET (-$52M), MBB (-$45M), SHYG (-$40M), BSJM (-$30M), SPMB (-$22M), BSBE (-$20M), TNL (-$16M).
- Sold out of its positions in ARKG, AWP, ACAD, ALGT, AWF, UHAL, AMWL, AINV, Appollo Global Mgmt Inc Cl A, APP.
- Gradient Investments was a net buyer of stock by $109M.
- Gradient Investments has $3.9B in assets under management (AUM), dropping by -1.32%.
- Central Index Key (CIK): 0001542265
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Portfolio Holdings for Gradient Investments
Companies in the Gradient Investments portfolio as of the March 2022 quarterly 13F filing
Gradient Investments has 1254 total positions. Only the first 250 positions are shown.
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- Download the Gradient Investments March 2022 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Invesco Exch Traded Fd Tr Ii S&p Emrng Mkts (EELV) | 12.0 | $468M | NEW | 18M | 25.83 | |
| Spdr Ser Tr Portfolio Agrgte (SPAB) | 6.0 | $235M | +9% | 8.4M | 27.79 | |
| Spdr Index Shs Fds Euro Stoxx 50 (FEZ) | 3.5 | $135M | +17% | 3.3M | 41.15 | |
| Proshares Tr Russ 2000 Divd (SMDV) | 2.9 | $112M | +21% | 1.7M | 64.60 | |
| Spdr Ser Tr Portfolio S&p500 (SPLG) | 2.9 | $112M | -37% | 2.1M | 53.13 | |
| Ssga Active Etf Tr Blackstone Senr (SRLN) | 2.6 | $101M | 2.2M | 44.96 | ||
| Vaneck Etf Trust Fallen Angel Hg (ANGL) | 2.4 | $92M | 3.0M | 30.40 | ||
| First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE) | 2.0 | $77M | +12% | 4.0M | 19.02 | |
| World Gold Tr Spdr Gld Minis | 1.7 | $66M | NEW | 1.7M | 38.47 | |
| Apple (AAPL) | 1.6 | $64M | -8% | 367k | 174.61 | |
| Spdr Ser Tr Portfolio Intrmd (SPIB) | 1.6 | $63M | +41% | 1.9M | 34.15 | |
| Vaneck Etf Trust Bdc Income Etf (BIZD) | 1.5 | $59M | +370% | 3.3M | 17.91 | |
| J P Morgan Exchange-traded F Equity Premium (JEPI) | 1.3 | $50M | +7% | 818k | 61.40 | |
| Proshares Tr Merger Etf (MRGR) | 1.3 | $49M | +7% | 1.2M | 40.75 | |
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| Invesco Exchange Traded Fd T S&p500 Eql Ind (RGI) | 1.3 | $49M | +20% | 261k | 188.57 | |
| Legg Mason Etf Invt Tr L Vol H Div Etf (LVHD) | 1.3 | $49M | 1.2M | 39.69 | ||
| Microsoft Corporation (MSFT) | 1.2 | $48M | 155k | 308.31 | ||
| Amazon (AMZN) | 1.1 | $44M | +4% | 14k | 3259.98 | |
| Goldman Sachs Etf Tr Access Emng Mkts | 1.1 | $43M | NEW | 928k | 46.34 | |
| UnitedHealth (UNH) | 1.0 | $39M | -2% | 76k | 509.96 | |
| Ishares Tr S&P SML 600 GWT (IJT) | 0.8 | $32M | +274480% | 258k | 125.10 | |
| Ishares Tr Jpmorgan Usd Emg (EMB) | 0.8 | $32M | +185% | 327k | 97.76 | |
| Ishares Tr Mbs Etf (MBB) | 0.8 | $32M | -59% | 309k | 101.87 | |
| Spdr Ser Tr Portfli Intrmdit (SPTI) | 0.8 | $31M | -6% | 1.0M | 30.29 | |
| JPMorgan Chase & Co. (JPM) | 0.8 | $31M | 227k | 136.32 | ||
| Chevron Corporation (CVX) | 0.8 | $30M | -18% | 184k | 162.83 | |
| Nextera Energy (NEE) | 0.8 | $29M | 346k | 84.71 | ||
| Invesco Exch Trd Slf Idx Bulshs 2023 Hy (BSJN) | 0.8 | $29M | 1.2M | 24.51 | ||
| Invesco Exch Trd Slf Idx Bulshs 2024 Hy (BSJO) | 0.7 | $29M | +1155% | 1.2M | 23.82 | |
| Alphabet Cap Stk Cl C (GOOG) | 0.7 | $29M | 10k | 2793.04 | ||
| Wal-Mart Stores (WMT) | 0.7 | $28M | 188k | 148.92 | ||
| Procter & Gamble Company (PG) | 0.7 | $28M | -14% | 183k | 152.80 | |
| Johnson & Johnson (JNJ) | 0.7 | $26M | -6% | 144k | 177.23 | |
| Home Depot (HD) | 0.6 | $25M | +28% | 83k | 299.33 | |
| Bank of America Corporation (BAC) | 0.6 | $23M | +7% | 560k | 41.22 | |
| Lowe's Companies (LOW) | 0.6 | $22M | +121% | 108k | 202.19 | |
| Broadcom (AVGO) | 0.5 | $21M | +49% | 34k | 629.69 | |
| Bristol Myers Squibb (BMY) | 0.5 | $21M | -13% | 289k | 73.03 | |
| Paypal Holdings (PYPL) | 0.5 | $21M | +59% | 180k | 115.65 | |
| stock (SPLK) | 0.5 | $20M | -9% | 136k | 148.61 | |
| Invesco Exch Trd Slf Idx Bullshs 24 Usd (BSDE) | 0.5 | $20M | +1053% | 799k | 25.05 | |
| NVIDIA Corporation (NVDA) | 0.5 | $20M | +3633% | 73k | 272.85 | |
| Invesco Exch Trd Slf Idx Bullshs 23 Usd (BSCE) | 0.5 | $20M | +4% | 844k | 23.58 | |
| Medtronic SHS (MDT) | 0.5 | $20M | +4% | 178k | 110.95 | |
| Palo Alto Networks (PANW) | 0.5 | $20M | -3% | 32k | 622.52 | |
| Equinix (EQIX) | 0.5 | $19M | +126% | 26k | 741.62 | |
| Cigna Corp (CI) | 0.5 | $19M | +33% | 79k | 239.61 | |
| Visa Com Cl A (V) | 0.5 | $18M | 82k | 221.77 | ||
| Boston Scientific Corporation (BSX) | 0.5 | $18M | -9% | 403k | 44.29 | |
| Exxon Mobil Corporation (XOM) | 0.4 | $17M | -18% | 205k | 82.59 | |
| Docusign (DOCU) | 0.4 | $17M | +59% | 156k | 107.12 | |
| Ishares Tr Rus 2000 Val Etf (IWN) | 0.4 | $17M | +2564350% | 103k | 161.40 | |
| Meta Platforms Cl A (FB) | 0.4 | $16M | +23% | 74k | 222.35 | |
| Varonis Sys (VRNS) | 0.4 | $16M | +14% | 340k | 47.54 | |
| Wisdomtree Tr Us Smallcap Fund (EES) | 0.4 | $16M | +446277% | 335k | 47.96 | |
| Global Payments (GPN) | 0.4 | $16M | -20% | 115k | 136.84 | |
| Dex (DXCM) | 0.4 | $16M | +15% | 31k | 511.60 | |
| Union Pacific Corporation (UNP) | 0.4 | $15M | +2% | 57k | 273.21 | |
| Amgen (AMGN) | 0.4 | $15M | +2% | 64k | 241.82 | |
| Servicenow (NOW) | 0.4 | $15M | +5% | 27k | 556.88 | |
| Spdr Index Shs Fds Portfolio Emg Mk (SPEM) | 0.4 | $15M | +8% | 388k | 38.64 | |
| Transunion (TRU) | 0.4 | $15M | +8% | 144k | 103.34 | |
| Iqvia Holdings (IQV) | 0.4 | $15M | +5% | 64k | 231.20 | |
| L3harris Technologies (LHX) | 0.4 | $15M | +2% | 59k | 248.48 | |
| Automatic Data Processing (ADP) | 0.4 | $15M | +11% | 64k | 227.55 | |
| Booz Allen Hamilton Hldg Cor Cl A (BAH) | 0.4 | $15M | -49% | 165k | 87.84 | |
| Essential Utils (WTRG) | 0.4 | $14M | +6% | 281k | 51.13 | |
| Raytheon Technologies Corp (RTX) | 0.4 | $14M | -4% | 145k | 99.07 | |
| Crown Castle Intl (CCI) | 0.4 | $14M | +15% | 78k | 184.60 | |
| United Parcel Service CL B (UPS) | 0.4 | $14M | +2% | 67k | 214.46 | |
| McDonald's Corporation (MCD) | 0.4 | $14M | +4% | 58k | 247.29 | |
| Sensata Technologies Hldg Pl SHS (ST) | 0.4 | $14M | -6% | 279k | 50.85 | |
| American Tower Reit (AMT) | 0.4 | $14M | +23% | 56k | 251.23 | |
| Norfolk Southern (NSC) | 0.4 | $14M | +5% | 49k | 285.22 | |
| SYSCO Corporation (SYY) | 0.4 | $14M | 171k | 81.65 | ||
| Blackstone Group Inc Com Cl A (BX) | 0.4 | $14M | +24763% | 109k | 126.94 | |
| CVS Caremark Corporation (CVS) | 0.4 | $14M | -7% | 136k | 101.21 | |
| National Retail Properties (NNN) | 0.4 | $14M | +9% | 304k | 44.94 | |
| Synovus Finl Corp Com New (SNV) | 0.3 | $14M | -2% | 277k | 49.00 | |
| Digital Realty Trust (DLR) | 0.3 | $14M | +21% | 95k | 141.80 | |
| V.F. Corporation (VFC) | 0.3 | $14M | +339358% | 238k | 56.86 | |
| Starbucks Corporation (SBUX) | 0.3 | $13M | +4225% | 148k | 90.97 | |
| Fidelity National Information Services (FIS) | 0.3 | $13M | +2219300% | 133k | 100.42 | |
| Analog Devices (ADI) | 0.3 | $13M | +10% | 80k | 165.18 | |
| Celanese Corporation (CE) | 0.3 | $13M | +13% | 93k | 142.87 | |
| Regions Financial Corporation (RF) | 0.3 | $13M | -3% | 596k | 22.26 | |
| Ishares Tr Msci Kld400 Soc (DSI) | 0.3 | $13M | -4% | 153k | 86.62 | |
| Ameriprise Financial (AMP) | 0.3 | $13M | +3% | 44k | 300.37 | |
| 3M Company (MMM) | 0.3 | $13M | +25% | 88k | 148.88 | |
| Netflix (NFLX) | 0.3 | $13M | +24% | 35k | 374.59 | |
| Comcast Corp Cl A (CMCSA) | 0.3 | $13M | +2333% | 277k | 46.82 | |
| Truist Financial Corp equities (TFC) | 0.3 | $13M | 228k | 56.70 | ||
| Fifth Third Ban (FITB) | 0.3 | $13M | -5% | 298k | 43.04 | |
| Lennox International (LII) | 0.3 | $13M | NEW | 49k | 257.86 | |
| Costco Wholesale Corporation (COST) | 0.3 | $12M | -8% | 22k | 575.86 | |
| Darden Restaurants (DRI) | 0.3 | $12M | +6% | 93k | 132.95 | |
| TJX Companies (TJX) | 0.3 | $12M | +11% | 199k | 60.58 | |
| BlackRock (BLK) | 0.3 | $12M | +87161% | 16k | 764.18 | |
| Citizens Financial (CFG) | 0.3 | $12M | -2% | 263k | 45.33 | |
| Southwest Airlines (LUV) | 0.3 | $12M | -3% | 260k | 45.80 | |
| Goldman Sachs (GS) | 0.3 | $12M | +27% | 36k | 330.10 | |
| ConocoPhillips (COP) | 0.3 | $11M | -8% | 114k | 100.00 | |
| Ishares Tr Global Reit Etf (REET) | 0.3 | $11M | -82% | 387k | 29.21 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.3 | $11M | -17% | 31k | 352.90 | |
| J P Morgan Exchange-traded F High Yld Resrch (JPHY) | 0.3 | $11M | -10% | 215k | 48.91 | |
| Target Corporation (TGT) | 0.3 | $11M | -2% | 49k | 212.22 | |
| Spdr Ser Tr Prtflo S&p500 Hi (SPYD) | 0.3 | $10M | -18% | 238k | 43.95 | |
| First Tr Exch Traded Fd Iii Eme Mrk Bd Etf (FEMB) | 0.3 | $10M | NEW | 341k | 30.15 | |
| Snap Cl A (SNAP) | 0.3 | $10M | +42% | 282k | 35.99 | |
| Vaneck Etf Trust International Hi (IHY) | 0.3 | $10M | +88% | 458k | 22.16 | |
| Synopsys (SNPS) | 0.3 | $9.9M | 30k | 333.27 | ||
| First Tr Stoxx European Sele Common Shs (FDD) | 0.3 | $9.8M | +74% | 736k | 13.29 | |
| Azek Cl A (AZEK) | 0.3 | $9.8M | +135% | 393k | 24.84 | |
| First Trust/Four Corners SFRI Fund II (FCT) | 0.2 | $9.6M | -20% | 766k | 12.57 | |
| Pacira Pharmaceuticals (PCRX) | 0.2 | $9.3M | -13% | 122k | 76.32 | |
| Invesco Exch Trd Slf Idx Bulshs 2024 Cb (BSCO) | 0.2 | $9.2M | +1146% | 438k | 21.07 | |
| Sprout Social Com Cl A (SPT) | 0.2 | $9.1M | +43% | 114k | 80.12 | |
| Coca-Cola Company (KO) | 0.2 | $9.0M | 145k | 62.00 | ||
| Travel Leisure Ord (TNL) | 0.2 | $8.8M | -64% | 152k | 57.94 | |
| Goldman Sachs Etf Tr Aces Ultra Shr (GSST) | 0.2 | $8.4M | -16% | 167k | 50.19 | |
| Invesco Exch Trd Slf Idx Bulshs 2023 Cb (BSCN) | 0.2 | $8.4M | -13% | 396k | 21.10 | |
| Mastercard Incorporated Cl A (MA) | 0.2 | $8.2M | -3% | 23k | 357.37 | |
| Lpl Financial Holdings (LPLA) | 0.2 | $8.1M | -7% | 44k | 182.67 | |
| Abbott Laboratories (ABT) | 0.2 | $8.0M | -5% | 68k | 118.37 | |
| Waste Management (WM) | 0.2 | $8.0M | -7% | 50k | 158.50 | |
| MercadoLibre (MELI) | 0.2 | $7.9M | +16% | 6.7k | 1189.53 | |
| Abrdn Silver Etf Trust Physcl Silvr Shs (SIVR) | 0.2 | $7.9M | +14% | 329k | 23.85 | |
| Prologis (PLD) | 0.2 | $7.5M | -9% | 46k | 161.48 | |
| Waste Connections (WCN) | 0.2 | $7.4M | -11% | 53k | 139.70 | |
| Paylocity Holding Corporation (PCTY) | 0.2 | $7.3M | +13% | 35k | 205.77 | |
| Shockwave Med (SWAV) | 0.2 | $7.2M | +150434% | 35k | 207.35 | |
| Ecolab (ECL) | 0.2 | $7.1M | -3% | 40k | 176.55 | |
| Eli Lilly & Co. (LLY) | 0.2 | $6.6M | -19% | 23k | 286.38 | |
| Verizon Communications (VZ) | 0.2 | $6.5M | -67% | 128k | 50.94 | |
| Morgan Stanley Com New (MS) | 0.2 | $6.5M | -3% | 74k | 87.41 | |
| Lci Industries (LCII) | 0.2 | $6.3M | +22% | 61k | 103.80 | |
| American Express Company (AXP) | 0.2 | $6.0M | -17% | 32k | 187.00 | |
| Saia (SAIA) | 0.2 | $5.9M | NEW | 24k | 243.82 | |
| Okta Cl A (OKTA) | 0.2 | $5.8M | +13% | 39k | 150.97 | |
| Thermo Fisher Scientific (TMO) | 0.1 | $5.5M | -43% | 9.3k | 590.63 | |
| Nushares Etf Tr Esg Hi Tld Crp (NUHY) | 0.1 | $5.4M | -10% | 234k | 23.13 | |
| Ishares Tr Esg Aware Msci (ESML) | 0.1 | $5.0M | -3% | 131k | 38.04 | |
| Vaneck Etf Trust Mortgage Reit (MORT) | 0.1 | $4.9M | -60% | 286k | 17.08 | |
| Invesco Exchange Traded Fd T Finl Pfd Etf (PGF) | 0.1 | $4.7M | -9% | 278k | 16.92 | |
| Goldman Sachs Etf Tr Just Us Lrg Cp (JUST) | 0.1 | $3.5M | -3% | 55k | 64.87 | |
| Alphabet Cap Stk Cl A (GOOGL) | 0.1 | $3.5M | 1.2k | 2781.70 | ||
| Vaneck Etf Trust Gold Miners Etf (GDX) | 0.1 | $3.4M | -26% | 89k | 38.35 | |
| Invesco Exch Trd Slf Idx Bulshs 2025 Hy (BSJP) | 0.1 | $3.4M | +1565% | 143k | 23.77 | |
| Vaneck Etf Trust Junior Gold Mine (GDXJ) | 0.1 | $3.3M | -26% | 70k | 46.88 | |
| Ishares Tr Esg Awre 1 5 Yr (SUSB) | 0.1 | $3.1M | -14% | 127k | 24.63 | |
| Lockheed Martin Corporation (LMT) | 0.1 | $3.0M | -83% | 6.8k | 441.43 | |
| Adobe Systems Incorporated (ADBE) | 0.1 | $2.8M | +3902% | 6.1k | 455.62 | |
| Ishares Gold Tr Ishares New (IAU) | 0.1 | $2.6M | +10% | 70k | 36.83 | |
| Abbvie (ABBV) | 0.1 | $2.3M | -2% | 14k | 162.08 | |
| Nushares Etf Tr Nuveen Esg Intl (NUDM) | 0.1 | $2.2M | -2% | 76k | 28.77 | |
| At&t (T) | 0.1 | $2.1M | -85% | 89k | 23.63 | |
| Honeywell International (HON) | 0.1 | $2.0M | 10k | 194.59 | ||
| Invesco Actively Managed Etf Ultra Shrt Dur (GSY) | 0.0 | $1.8M | +25% | 37k | 49.83 | |
| Ssga Active Etf Tr Ult Sht Trm Bd (ULST) | 0.0 | $1.8M | +26% | 44k | 40.02 | |
| Ishares Tr National Mun Etf (MUB) | 0.0 | $1.7M | 16k | 109.62 | ||
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.0 | $1.7M | -10% | 4.6k | 362.54 | |
| O'reilly Automotive (ORLY) | 0.0 | $1.7M | +24% | 2.4k | 685.06 | |
| Boeing Company (BA) | 0.0 | $1.6M | 8.5k | 191.47 | ||
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.0 | $1.6M | +35% | 21k | 78.88 | |
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.0 | $1.6M | 3.00 | 529000.00 | ||
| Sempra Energy (SRE) | 0.0 | $1.5M | -2% | 8.7k | 168.12 | |
| Midwest Hldg Com New (MDWT) | 0.0 | $1.4M | 82k | 16.75 | ||
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.0 | $1.3M | -99% | 2.9k | 451.76 | |
| Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) | 0.0 | $1.3M | +384% | 19k | 67.11 | |
| Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP) | 0.0 | $1.3M | +888% | 60k | 20.90 | |
| Hca Holdings (HCA) | 0.0 | $1.2M | +3036% | 4.9k | 250.56 | |
| Walt Disney Company (DIS) | 0.0 | $1.2M | 8.8k | 137.11 | ||
| Kroger (KR) | 0.0 | $1.2M | 20k | 57.39 | ||
| Tesla Motors (TSLA) | 0.0 | $1.1M | -11% | 1.0k | 1077.36 | |
| Nushares Etf Tr Nuveen Esg Emrgn (NUEM) | 0.0 | $1.1M | 37k | 30.46 | ||
| Invesco Exch Traded Fd Tr Ii S&p 500 Hb Etf (SPHB) | 0.0 | $1.1M | -20% | 14k | 75.96 | |
| Sprott Physical Silver Tr Tr Unit (PSLV) | 0.0 | $1.0M | +18% | 120k | 8.77 | |
| Pepsi (PEP) | 0.0 | $1.0M | 6.2k | 167.44 | ||
| Pfizer (PFE) | 0.0 | $993k | 19k | 51.79 | ||
| Ishares Tr Core S&p500 Etf (IVV) | 0.0 | $990k | +8% | 2.2k | 453.71 | |
| Mccormick & Co Com Vtg (MKC.V) | 0.0 | $957k | 9.6k | 100.04 | ||
| Suncor Energy (SU) | 0.0 | $916k | -2% | 28k | 32.58 | |
| AFLAC Incorporated (AFL) | 0.0 | $896k | +4% | 14k | 64.39 | |
| Caterpillar (CAT) | 0.0 | $877k | +4% | 3.9k | 222.81 | |
| Duke Energy Corp Com New (DUK) | 0.0 | $854k | +11% | 7.6k | 111.66 | |
| Merck & Co (MRK) | 0.0 | $804k | -73% | 9.8k | 82.02 | |
| Spdr Ser Tr Nuveen Blmbrg Mu (TFI) | 0.0 | $798k | 17k | 47.89 | ||
| Public Service Enterprise (PEG) | 0.0 | $795k | +132% | 11k | 69.99 | |
| BP Sponsored Adr (BP) | 0.0 | $783k | +9% | 27k | 29.40 | |
| Reliance Steel & Aluminum (RS) | 0.0 | $728k | 4.0k | 183.38 | ||
| Dow (DOW) | 0.0 | $698k | +5% | 11k | 63.74 | |
| Wells Fargo & Company (WFC) | 0.0 | $695k | -10% | 14k | 48.46 | |
| Walgreen Boots Alliance (WBA) | 0.0 | $682k | +40% | 15k | 44.80 | |
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.0 | $669k | +218% | 1.6k | 415.01 | |
| Vanguard Specialized Funds Div App Etf (VIG) | 0.0 | $667k | 4.1k | 162.21 | ||
| Hanover Insurance (THG) | 0.0 | $662k | 4.4k | 149.57 | ||
| Dupont De Nemours (DD) | 0.0 | $640k | 8.7k | 73.56 | ||
| Sierra Ban (BSRR) | 0.0 | $611k | 25k | 24.97 | ||
| Novartis Sponsored Adr (NVS) | 0.0 | $600k | -4% | 6.8k | 87.77 | |
| salesforce (CRM) | 0.0 | $599k | +51% | 2.8k | 212.34 | |
| Lyondellbasell Industries N Shs - A - (LYB) | 0.0 | $598k | -4% | 5.8k | 102.84 | |
| Astrazeneca Sponsored Adr (AZN) | 0.0 | $597k | -6% | 9.0k | 66.39 | |
| Altria (MO) | 0.0 | $574k | +12% | 11k | 52.24 | |
| Valero Energy Corporation (VLO) | 0.0 | $567k | +16% | 5.6k | 101.52 | |
| Spdr Ser Tr S&p Divid Etf (SDY) | 0.0 | $546k | +16% | 4.3k | 128.23 | |
| Algonquin Power & Utilities equs (AQN) | 0.0 | $537k | -4% | 35k | 15.51 | |
| Toronto Dominion Bk Ont Com New (TD) | 0.0 | $535k | -6% | 6.7k | 79.37 | |
| Garmin SHS (GRMN) | 0.0 | $535k | +19% | 4.5k | 118.57 | |
| Linde SHS (LIN) | 0.0 | $529k | -3% | 1.7k | 319.44 | |
| Shell Spon Ads (SHEL) | 0.0 | $526k | NEW | 9.6k | 54.91 | |
| Southern Company (SO) | 0.0 | $522k | 7.2k | 72.48 | ||
| Philip Morris International (PM) | 0.0 | $521k | +8% | 5.6k | 93.87 | |
| Intel Corporation (INTC) | 0.0 | $514k | 10k | 49.55 | ||
| Dimensional Etf Trust Us Core Equity 2 (DFAC) | 0.0 | $513k | 19k | 27.60 | ||
| Cibc Cad (CM) | 0.0 | $512k | -8% | 4.2k | 121.67 | |
| Novo-nordisk A S Adr (NVO) | 0.0 | $505k | +857% | 4.5k | 111.06 | |
| Qualcomm (QCOM) | 0.0 | $503k | +103% | 3.3k | 152.75 | |
| Banco Santander Adr (SAN) | 0.0 | $501k | -3% | 148k | 3.38 | |
| Advanced Micro Devices (AMD) | 0.0 | $490k | 4.5k | 109.42 | ||
| Bce Com New (BCE) | 0.0 | $490k | -3% | 8.8k | 55.49 | |
| Corteva (CTVA) | 0.0 | $489k | 8.5k | 57.49 | ||
| Ubs Group SHS (UBS) | 0.0 | $477k | -4% | 24k | 19.54 | |
| Amcor Ord (AMCR) | 0.0 | $469k | -3% | 41k | 11.32 | |
| Vanguard Malvern Fds Strm Infproidx (VTIP) | 0.0 | $464k | +1972% | 9.1k | 51.22 | |
| Te Connectivity SHS (TEL) | 0.0 | $460k | 3.5k | 130.91 | ||
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.0 | $457k | 4.4k | 104.20 | ||
| Rbc Cad (RY) | 0.0 | $456k | -9% | 4.1k | 110.25 | |
| Coca-cola Europacific Partne SHS (CCEP) | 0.0 | $449k | 9.2k | 48.57 | ||
| Sanofi Sponsored Adr (SNY) | 0.0 | $448k | -3% | 8.7k | 51.29 | |
| Relx Sponsored Adr (RELX) | 0.0 | $447k | -3% | 14k | 31.08 | |
| Vanguard Index Fds Growth Etf (VUG) | 0.0 | $447k | +38% | 1.6k | 287.83 | |
| Parsons Corporation (PSN) | 0.0 | $444k | 12k | 38.69 | ||
| Spdr Gold Tr Gold Shs (GLD) | 0.0 | $441k | +49% | 2.4k | 180.66 | |
| Kellogg Company (K) | 0.0 | $438k | 6.8k | 64.56 | ||
| International Business Machines (IBM) | 0.0 | $430k | +23% | 3.3k | 129.95 | |
| CRH Adr (CRH) | 0.0 | $429k | 11k | 40.06 | ||
| Abb Sponsored Adr (ABB) | 0.0 | $419k | 13k | 32.34 | ||
| Jack Henry & Associates (JKHY) | 0.0 | $418k | NEW | 2.1k | 196.98 | |
| Pioneer Natural Resources (PXD) | 0.0 | $416k | +30% | 1.7k | 250.00 | |
| Exelon Corporation (EXC) | 0.0 | $406k | 8.5k | 47.64 | ||
| Ford Motor Company (F) | 0.0 | $404k | +3% | 24k | 16.92 | |
| CSX Corporation (CSX) | 0.0 | $402k | 11k | 37.42 | ||
| DTE Energy Company (DTE) | 0.0 | $396k | 3.0k | 132.04 | ||
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.0 | $392k | +137% | 1.7k | 227.64 | |
| Brookfield Infrast Partners Lp Int Unit (BIP) | 0.0 | $384k | +321% | 5.8k | 66.25 | |
| Wec Energy Group (WEC) | 0.0 | $382k | 3.8k | 99.77 | ||
| Ishares Tr Core High Dv Etf (HDV) | 0.0 | $374k | 3.5k | 107.04 | ||
| Cisco Systems (CSCO) | 0.0 | $368k | 6.6k | 55.81 | ||
| Allstate Corporation (ALL) | 0.0 | $365k | -97% | 2.6k | 138.41 | |
| Vanguard Index Fds Value Etf (VTV) | 0.0 | $358k | +9% | 2.4k | 147.75 | |
Past Filings by Gradient Investments
SEC 13F filings are viewable for Gradient Investments going back to 2011
- Gradient Investments 2022 Q1 filed May 26, 2022
- Gradient Investments 2021 Q4 filed Jan. 12, 2022
- Gradient Investments 2021 Q3 filed Oct. 18, 2021
- Gradient Investments 2021 Q2 filed July 12, 2021
- Gradient Investments 2021 Q1 filed April 21, 2021
- Gradient Investments 2020 Q4 filed Jan. 8, 2021
- Gradient Investments 2020 Q3 filed Oct. 6, 2020
- Gradient Investments 2020 Q2 filed July 10, 2020
- Gradient Investments 2020 Q1 filed April 7, 2020
- 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