Gradient Investments
Latest statistics and disclosures from Gradient Investments's latest quarterly 13F-HR filing:
- Top 5 stock holdings are SPLG, IGTR, SPDW, SPAB, IGIB, and represent 15.08% of Gradient Investments's stock portfolio.
- Added to shares of these 10 stocks: NVDA (+$58M), JSI (+$55M), BBBS (+$42M), TFJL (+$40M), MARW (+$34M), JEPI (+$30M), MBS (+$29M), HELO (+$23M), SPTI (+$21M), BIL (+$17M).
- Started 291 new stock positions in BLDP, LH, FM, ALLE, Li-cycle Holdings Corp, OGE, MKC, FCOM, JSI, KMX.
- Reduced shares in these 10 stocks: IGIB (-$66M), IAI (-$35M), GBUY (-$30M), TBJL (-$25M), SPLG (-$24M), HYS (-$24M), JMBS (-$20M), GLDM (-$20M), DOV (-$18M), QUAL (-$18M).
- Sold out of its positions in MITT, AGNC, BCI, ABNB, AA, ALLY, AMR, AFG, IDVO, ISWN.
- Gradient Investments was a net buyer of stock by $193M.
- Gradient Investments has $4.5B in assets under management (AUM), dropping by 3.27%.
- Central Index Key (CIK): 0001542265
Tip: Access up to 7 years of quarterly data
Positions held by Gradient Investments consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Portfolio Holdings for Gradient Investments
Gradient Investments holds 1377 positions in its portfolio as reported in the June 2024 quarterly 13F filing
Gradient Investments has 1377 total positions. Only the first 250 positions are shown.
- Sign up to view all of the Gradient Investments June 30, 2024 positions
- Download the Gradient Investments June 2024 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Spdr Ser Tr Portfolio S&p500 (SPLG) | 4.7 | $208M | -10% | 3.2M | 64.00 |
|
| Innovator Etfs Trust Gradient Tactic (IGTR) | 3.5 | $157M | -6% | 5.7M | 27.50 |
|
| Spdr Index Shs Fds Portfolio Devlpd (SPDW) | 2.5 | $112M | +4% | 3.2M | 35.08 |
|
| Spdr Ser Tr Portfolio Agrgte (SPAB) | 2.2 | $99M | -4% | 4.0M | 25.09 |
|
| Ishares Tr Ishs 5-10yr Invt (IGIB) | 2.1 | $96M | -40% | 1.9M | 51.26 |
|
| Microsoft Corporation (MSFT) | 2.0 | $87M | +8% | 195k | 446.95 |
|
| Apple (AAPL) | 1.9 | $83M | +7% | 395k | 210.62 |
|
| Innovator Etfs Trust Us Eqty Bufr Feb (BFEB) | 1.8 | $82M | +3% | 2.0M | 40.64 |
|
| Amazon (AMZN) | 1.8 | $80M | +5% | 415k | 193.25 |
|
| Doubleline Etf Trust Mortgage Etf (DMBS) | 1.8 | $79M | -16% | 1.6M | 48.25 |
|
| Innovator Etfs Trust Us Eqty Pwr Buf (PFEB) | 1.8 | $79M | +3% | 2.2M | 35.13 |
|
| Ssga Active Etf Tr Ult Sht Trm Bd (ULST) | 1.6 | $71M | +12% | 1.8M | 40.47 |
|
| Powershares Actively Managed Ultra Shrt Dur (GSY) | 1.6 | $71M | +12% | 1.4M | 49.90 |
|
| Alphabet Cap Stk Cl C (GOOG) | 1.6 | $70M | -2% | 379k | 183.42 |
|
| J P Morgan Exchange Traded F Hedged Equity La (HELO) | 1.5 | $69M | +49% | 1.2M | 58.56 |
|
| NVIDIA Corporation (NVDA) | 1.5 | $65M | +840% | 525k | 123.54 |
|
| Janus Detroit Str Tr Henderson Mtg (JMBS) | 1.4 | $63M | -24% | 1.4M | 44.65 |
|
| Aim Etf Products Trust Us Larcp B20 Mar (MARW) | 1.3 | $59M | +132% | 2.0M | 29.51 |
|
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 1.3 | $56M | -24% | 328k | 170.76 |
|
| Janus Detroit Str Tr Henderson Securi (JSI) | 1.2 | $55M | NEW | 1.1M | 51.76 |
|
| UnitedHealth (UNH) | 1.1 | $51M | +8% | 100k | 509.26 |
|
| J P Morgan Exchange Traded F Equity Premium (JEPI) | 1.0 | $47M | +176% | 821k | 56.68 |
|
| Vaneck Etf Trust Morningstar Smid (SMOT) | 1.0 | $43M | +34% | 1.3M | 31.96 |
|
| Goldman Sachs Etf Tr Future Consumer (GBUY) | 1.0 | $43M | -40% | 1.3M | 33.03 |
|
| Bondbloxx Etf Trust Bbb Rated 1 5 Ye (BBBS) | 0.9 | $42M | NEW | 837k | 50.26 |
|
| World Gold Tr Spdr Gld Minis (GLDM) | 0.9 | $42M | -32% | 904k | 46.09 |
|
| Chevron Corporation (CVX) | 0.9 | $41M | +3% | 263k | 156.42 |
|
| Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) | 0.9 | $40M | -10% | 793k | 50.88 |
|
| Innovator Etfs Trust Invtor 2 Pls 5 (TFJL) | 0.9 | $40M | NEW | 2.0M | 19.81 |
|
| Goldman Sachs (GS) | 0.9 | $40M | -3% | 88k | 452.32 |
|
| JPMorgan Chase & Co. (JPM) | 0.9 | $40M | -3% | 197k | 202.26 |
|
| Ishares Tr Msci Intl Qualty (IQLT) | 0.9 | $39M | +21% | 993k | 39.05 |
|
| Procter & Gamble Company (PG) | 0.8 | $37M | +7% | 227k | 164.92 |
|
| Meta Platforms Cl A (META) | 0.8 | $37M | +8% | 73k | 504.22 |
|
| Pimco Etf Tr Preferred And Cp (PRFD) | 0.8 | $36M | +7% | 734k | 49.64 |
|
| First Tr Exchange-traded First Tr Enh New (FTSM) | 0.8 | $36M | 599k | 59.60 |
|
|
| Morgan Stanley Com New (MS) | 0.8 | $35M | 362k | 97.19 |
|
|
| Johnson & Johnson (JNJ) | 0.8 | $35M | +8% | 238k | 146.16 |
|
| American Centy Etf Tr Avantis Emgmkt (AVEM) | 0.8 | $34M | -8% | 555k | 61.09 |
|
| Bank of America Corporation (BAC) | 0.7 | $32M | -4% | 799k | 39.77 |
|
| Medtronic SHS (MDT) | 0.7 | $32M | +3% | 403k | 78.71 |
|
| Cigna Corp (CI) | 0.7 | $31M | -2% | 93k | 330.57 |
|
| Nextera Energy (NEE) | 0.7 | $31M | -7% | 432k | 70.81 |
|
| Automatic Data Processing (ADP) | 0.7 | $30M | +4% | 126k | 238.69 |
|
| Global X Fds Glbl X Mlp Etf (MLPA) | 0.7 | $30M | +18% | 617k | 48.50 |
|
| Angel Oak Funds Trust Mortgage Backed (MBS) | 0.7 | $29M | NEW | 3.4M | 8.50 |
|
| Coca-Cola Company (KO) | 0.6 | $29M | +69% | 453k | 63.65 |
|
| McDonald's Corporation (MCD) | 0.6 | $29M | +9% | 112k | 254.84 |
|
| Bondbloxx Etf Trust Bloomberg Fve Yr (XFIV) | 0.6 | $29M | -4% | 591k | 48.23 |
|
| Abbott Laboratories (ABT) | 0.6 | $28M | +6% | 273k | 103.91 |
|
| Palo Alto Networks (PANW) | 0.6 | $27M | +10% | 81k | 339.01 |
|
| Wal-Mart Stores (WMT) | 0.6 | $27M | +5% | 403k | 67.71 |
|
| Starbucks Corporation (SBUX) | 0.6 | $25M | +11% | 317k | 77.85 |
|
| Advanced Micro Devices (AMD) | 0.5 | $24M | +12% | 149k | 162.21 |
|
| Target Corporation (TGT) | 0.5 | $24M | +7% | 161k | 148.04 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.5 | $24M | +10% | 58k | 406.80 |
|
| Paypal Holdings (PYPL) | 0.5 | $23M | +4% | 397k | 58.03 |
|
| Bondbloxx Etf Trust Bloomberg Seven (XSVN) | 0.5 | $23M | -4% | 486k | 47.00 |
|
| Costco Wholesale Corporation (COST) | 0.5 | $23M | +9% | 27k | 849.98 |
|
| Lam Research Corporation (LRCX) | 0.5 | $23M | +11% | 21k | 1064.85 |
|
| Broadcom (AVGO) | 0.5 | $22M | +9% | 14k | 1605.54 |
|
| Boston Scientific Corporation (BSX) | 0.5 | $22M | 286k | 77.01 |
|
|
| Spdr Ser Tr Portfli Intrmdit (SPTI) | 0.5 | $21M | +8116% | 765k | 28.02 |
|
| Visa Com Cl A (V) | 0.5 | $21M | +18% | 81k | 262.47 |
|
| Servicenow (NOW) | 0.5 | $20M | +15% | 26k | 786.67 |
|
| Spdr Ser Tr Bloomberg 1-3 Mo (BIL) | 0.5 | $20M | +632% | 219k | 91.78 |
|
| Innovator Etfs Trust Intrnl Dev Jan (IJAN) | 0.4 | $20M | +3% | 637k | 31.41 |
|
| ConocoPhillips (COP) | 0.4 | $20M | +7% | 175k | 114.38 |
|
| Neos Etf Trust Neos Enh Inc 1-3 (CSHI) | 0.4 | $20M | +483% | 400k | 49.76 |
|
| Extra Space Storage (EXR) | 0.4 | $19M | 123k | 155.41 |
|
|
| Dex (DXCM) | 0.4 | $19M | +5% | 168k | 113.38 |
|
| Lowe's Companies (LOW) | 0.4 | $19M | +13% | 85k | 220.46 |
|
| Exxon Mobil Corporation (XOM) | 0.4 | $19M | -2% | 162k | 115.12 |
|
| Netflix (NFLX) | 0.4 | $19M | +4% | 28k | 674.87 |
|
| Doubleline Etf Trust Commercial Real (DCRE) | 0.4 | $19M | +18% | 360k | 51.39 |
|
| Oracle Corporation (ORCL) | 0.4 | $19M | -4% | 131k | 141.20 |
|
| Schlumberger Com Stk (SLB) | 0.4 | $18M | +11% | 376k | 47.18 |
|
| Home Depot (HD) | 0.4 | $18M | +11% | 51k | 344.24 |
|
| Neos Etf Trust Neos S&p 500 Hi (SPYI) | 0.4 | $18M | +17% | 350k | 50.15 |
|
| New York Times Cl A (NYT) | 0.4 | $17M | -3% | 341k | 51.21 |
|
| Amgen (AMGN) | 0.4 | $17M | -4% | 55k | 312.45 |
|
| Bondbloxx Etf Trust Bloomberg Three (XTRE) | 0.4 | $17M | -5% | 351k | 48.70 |
|
| L3harris Technologies (LHX) | 0.4 | $17M | -4% | 75k | 224.58 |
|
| Global Payments (GPN) | 0.4 | $17M | +20% | 173k | 96.70 |
|
| American Express Company (AXP) | 0.4 | $16M | -4% | 71k | 231.55 |
|
| Raytheon Technologies Corp (RTX) | 0.4 | $16M | -7% | 163k | 100.39 |
|
| Abbvie (ABBV) | 0.4 | $16M | 95k | 171.52 |
|
|
| United Rentals (URI) | 0.4 | $16M | +13% | 25k | 646.73 |
|
| Arthur J. Gallagher & Co. (AJG) | 0.4 | $16M | -2% | 62k | 259.31 |
|
| Chubb (CB) | 0.4 | $16M | -4% | 63k | 255.08 |
|
| Intercontinental Exchange (ICE) | 0.4 | $16M | -2% | 117k | 136.89 |
|
| Ameriprise Financial (AMP) | 0.4 | $16M | -5% | 37k | 427.19 |
|
| American Tower Reit (AMT) | 0.4 | $16M | -3% | 82k | 194.38 |
|
| Charles Schwab Corporation (SCHW) | 0.4 | $16M | -4% | 216k | 73.69 |
|
| Pfizer (PFE) | 0.4 | $16M | +6472% | 562k | 27.98 |
|
| Blackstone Group Inc Com Cl A (BX) | 0.4 | $16M | -2% | 127k | 123.80 |
|
| Constellation Brands Cl A (STZ) | 0.3 | $16M | -3% | 61k | 257.28 |
|
| MetLife (MET) | 0.3 | $16M | -3% | 221k | 70.19 |
|
| Ares Management Corporation Cl A Com Stk (ARES) | 0.3 | $16M | -5% | 116k | 133.28 |
|
| Intuit (INTU) | 0.3 | $15M | +17% | 24k | 657.21 |
|
| Ball Corporation (BALL) | 0.3 | $15M | -6% | 256k | 60.02 |
|
| Alexandria Real Estate Equities (ARE) | 0.3 | $15M | -9% | 131k | 116.97 |
|
| Xcel Energy (XEL) | 0.3 | $15M | +362829% | 280k | 53.41 |
|
| Cardinal Health (CAH) | 0.3 | $15M | 149k | 98.32 |
|
|
| Becton, Dickinson and (BDX) | 0.3 | $15M | 63k | 233.71 |
|
|
| Ecolab (ECL) | 0.3 | $15M | +8% | 61k | 238.00 |
|
| SYSCO Corporation (SYY) | 0.3 | $14M | 201k | 71.39 |
|
|
| Kenvue (KVUE) | 0.3 | $14M | -2% | 788k | 18.18 |
|
| Interpublic Group of Companies (IPG) | 0.3 | $14M | 489k | 29.09 |
|
|
| Zimmer Holdings (ZBH) | 0.3 | $14M | +17% | 130k | 108.53 |
|
| Wendy's/arby's Group (WEN) | 0.3 | $14M | 826k | 16.96 |
|
|
| Cme (CME) | 0.3 | $14M | 71k | 196.60 |
|
|
| Accenture Plc Ireland Shs Class A (ACN) | 0.3 | $14M | +3% | 46k | 303.41 |
|
| Quanta Services (PWR) | 0.3 | $13M | +2% | 52k | 254.09 |
|
| CVS Caremark Corporation (CVS) | 0.3 | $13M | +7% | 223k | 59.06 |
|
| Matthews Asia Fds Emer Mkts Equity (MEM) | 0.3 | $13M | -41% | 430k | 30.58 |
|
| Avery Dennison Corporation (AVY) | 0.3 | $13M | +7% | 60k | 218.65 |
|
| O'reilly Automotive (ORLY) | 0.3 | $13M | +2% | 12k | 1056.02 |
|
| Vaneck Etf Trust Clo Etf (CLOI) | 0.3 | $12M | +138% | 223k | 52.94 |
|
| Southwest Airlines (LUV) | 0.3 | $12M | +20% | 407k | 28.61 |
|
| Nike CL B (NKE) | 0.3 | $11M | 152k | 75.37 |
|
|
| Waste Connections (WCN) | 0.3 | $11M | +10% | 65k | 175.36 |
|
| Equinix (EQIX) | 0.3 | $11M | +19% | 15k | 756.61 |
|
| Series Portfolios Tr Panagram Bbb B (CLOZ) | 0.2 | $11M | +118% | 402k | 26.94 |
|
| Chipotle Mexican Grill (CMG) | 0.2 | $11M | +4679% | 168k | 62.65 |
|
| Innovator Etfs Trust Emrgng Mkt Jan (EJAN) | 0.2 | $10M | +3% | 341k | 29.83 |
|
| Thermo Fisher Scientific (TMO) | 0.2 | $10M | +11% | 18k | 553.00 |
|
| Mastercard Incorporated Cl A (MA) | 0.2 | $10M | +14% | 23k | 441.16 |
|
| Innovator Etfs Trust Us Sml Cp Pwr B (KJAN) | 0.2 | $10M | +3% | 287k | 34.91 |
|
| Iqvia Holdings (IQV) | 0.2 | $9.6M | +15% | 45k | 211.44 |
|
| First Tr Exchng Traded Fd Vi Skybridge Crypto (CRPT) | 0.2 | $8.4M | +41% | 624k | 13.40 |
|
| Ark Etf Tr Next Gnrtn Inter (ARKW) | 0.2 | $6.9M | +55% | 89k | 78.03 |
|
| J P Morgan Exchange Traded F Realty Income Et (JPRE) | 0.1 | $6.3M | NEW | 143k | 44.10 |
|
| Amplify Etf Tr Blockchain Ldr (BLOK) | 0.1 | $6.1M | +50% | 171k | 35.47 |
|
| Vaneck Etf Trust Bdc Income Etf (BIZD) | 0.1 | $6.0M | +18% | 348k | 17.11 |
|
| Pimco Etf Tr 0-5 High Yield (HYS) | 0.1 | $6.0M | -79% | 64k | 92.70 |
|
| Vaneck Etf Trust Mortgage Reit (MORT) | 0.1 | $6.0M | +73385% | 532k | 11.19 |
|
| Invesco Exch Traded Fd Tr Ii Kbw Hig Dv Yld (KBWD) | 0.1 | $5.9M | +18% | 394k | 15.04 |
|
| First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE) | 0.1 | $5.7M | -57% | 331k | 17.36 |
|
| Abrdn Platinum Etf Trust Physcl Platm Shs (PPLT) | 0.1 | $5.6M | +2% | 61k | 91.47 |
|
| Ishares Tr Ibonds 24 Trm Ts (IBTE) | 0.1 | $5.5M | -8% | 231k | 23.98 |
|
| Ishares Tr Msci Kld400 Soc (DSI) | 0.1 | $5.5M | 53k | 103.85 |
|
|
| Ishares Tr Ibonds 25 Trm Ts (IBTF) | 0.1 | $5.4M | -9% | 231k | 23.22 |
|
| Snap Cl A (SNAP) | 0.1 | $5.4M | -13% | 323k | 16.61 |
|
| Lockheed Martin Corporation (LMT) | 0.1 | $5.3M | 11k | 467.09 |
|
|
| Abrdn Silver Etf Trust Physcl Silvr Shs (SIVR) | 0.1 | $5.0M | 178k | 27.84 |
|
|
| Healthequity (HQY) | 0.1 | $4.7M | +2% | 55k | 86.20 |
|
| Invitation Homes (INVH) | 0.1 | $4.7M | +5% | 131k | 35.89 |
|
| Saia (SAIA) | 0.1 | $4.6M | +31% | 9.8k | 474.29 |
|
| Lpl Financial Holdings (LPLA) | 0.1 | $4.6M | 16k | 279.30 |
|
|
| Pacira Pharmaceuticals (PCRX) | 0.1 | $4.5M | +14% | 159k | 28.61 |
|
| Ishares Tr Conv Bd Etf (ICVT) | 0.1 | $4.4M | -76% | 55k | 78.63 |
|
| Invesco Exch Trd Slf Idx Bulshs 2024 Cb (BSCO) | 0.1 | $4.3M | -8% | 205k | 21.06 |
|
| Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP) | 0.1 | $4.3M | -8% | 210k | 20.45 |
|
| Fortinet (FTNT) | 0.1 | $4.3M | +7% | 71k | 60.27 |
|
| Southwestern Energy Company (SWN) | 0.1 | $4.2M | +2% | 629k | 6.73 |
|
| Azek Cl A (AZEK) | 0.1 | $4.0M | -9% | 95k | 42.13 |
|
| Ishares Gold Tr Ishares New (IAU) | 0.1 | $3.9M | -3% | 88k | 43.93 |
|
| Ulta Salon, Cosmetics & Fragrance (ULTA) | 0.1 | $3.8M | +30% | 9.9k | 385.87 |
|
| Spdr Ser Tr S&p 500 Esg Etf (EFIV) | 0.1 | $3.7M | 71k | 53.10 |
|
|
| Lululemon Athletica (LULU) | 0.1 | $3.7M | +36% | 12k | 298.70 |
|
| Five Below (FIVE) | 0.1 | $3.3M | +45% | 30k | 108.97 |
|
| Ishares Tr Esg Aware Msci (ESML) | 0.1 | $3.2M | 83k | 38.50 |
|
|
| Tidal Tr Ii Roundhill Gener (CHAT) | 0.1 | $3.0M | +52% | 80k | 37.31 |
|
| Sprott Physical Silver Tr Tr Unit (PSLV) | 0.1 | $2.7M | -5% | 273k | 9.93 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.1 | $2.7M | +2% | 10k | 267.50 |
|
| First Tr Exchange-traded Nasdq Artfcial (ROBT) | 0.1 | $2.6M | +59% | 62k | 42.34 |
|
| First Tr Exchange-traded Indxx Inovtv Etf (LEGR) | 0.1 | $2.5M | +54% | 58k | 43.43 |
|
| Ishares Tr Esg Awr Us Agrgt (EAGG) | 0.1 | $2.5M | +2% | 54k | 46.61 |
|
| Goldman Sachs Etf Tr Just Us Lrg Cp (JUST) | 0.1 | $2.5M | 31k | 78.13 |
|
|
| F5 Networks (FFIV) | 0.0 | $1.9M | -2% | 11k | 172.23 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 0.0 | $1.9M | +526% | 3.5k | 547.24 |
|
| Ishares Tr Msci Lw Crb Tg (CRBN) | 0.0 | $1.8M | 9.7k | 183.26 |
|
|
| Tesla Motors (TSLA) | 0.0 | $1.8M | +10% | 8.9k | 197.88 |
|
| Ishares Tr Ibonds 26 Trm Ts (IBTG) | 0.0 | $1.5M | -14% | 65k | 22.65 |
|
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.0 | $1.4M | +4% | 18k | 77.76 |
|
| Spdr Ser Tr Prtflo S&p500 Gw (SPYG) | 0.0 | $1.4M | +8434% | 18k | 80.13 |
|
| Suncor Energy (SU) | 0.0 | $1.3M | 35k | 38.10 |
|
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.0 | $1.3M | +40% | 7.2k | 182.15 |
|
| Spdr Ser Tr Prtflo S&p500 Vl (SPYV) | 0.0 | $1.3M | +2128% | 26k | 48.74 |
|
| Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ) | 0.0 | $1.2M | -14% | 64k | 19.17 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.0 | $1.2M | -22% | 2.5k | 479.17 |
|
| Innovator Etfs Trust Us Eqty Pwr Buf (PJUL) | 0.0 | $1.2M | -10% | 30k | 38.85 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.0 | $1.1M | +15% | 2.3k | 500.14 |
|
| Innovator Etfs Trust Us Eqty Bufr Jul (BJUL) | 0.0 | $1.0M | -19% | 24k | 41.78 |
|
| Ishares Tr Rus Mid Cap Etf (IWR) | 0.0 | $1.0M | +358% | 12k | 81.08 |
|
| Sherwin-Williams Company (SHW) | 0.0 | $995k | +434% | 3.3k | 298.43 |
|
| Global X Fds S&p 500 Catholic (CATH) | 0.0 | $970k | 15k | 65.40 |
|
|
| Invesco Exch Trd Slf Idx Bulshs 2025 Hy (BSJP) | 0.0 | $922k | -9% | 40k | 22.91 |
|
| Spdr Ser Tr Nuveen Blmbrg Mu (TFI) | 0.0 | $920k | 20k | 45.75 |
|
|
| Invesco Exch Trd Slf Idx Bulshs 2024 Hy (BSJO) | 0.0 | $905k | -9% | 40k | 22.72 |
|
| Spdr Ser Tr Spdr Msci Usa Ge (SHE) | 0.0 | $894k | 8.2k | 108.78 |
|
|
| Wells Fargo & Company (WFC) | 0.0 | $869k | +4% | 15k | 59.39 |
|
| AFLAC Incorporated (AFL) | 0.0 | $840k | +8% | 9.4k | 89.31 |
|
| Valero Energy Corporation (VLO) | 0.0 | $832k | +10% | 5.3k | 156.77 |
|
| Ishares Tr Esg Awre Usd Etf (SUSC) | 0.0 | $826k | +2% | 36k | 22.72 |
|
| Ishares Bitcoin Tr SHS (IBIT) | 0.0 | $821k | +42832% | 24k | 34.14 |
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.0 | $812k | -8% | 1.5k | 544.06 |
|
| Pepsi (PEP) | 0.0 | $797k | +29% | 4.8k | 164.92 |
|
| Canadian Natural Resources (CNQ) | 0.0 | $787k | +100% | 22k | 35.60 |
|
| Diamondback Energy (FANG) | 0.0 | $740k | 3.7k | 200.19 |
|
|
| Marathon Petroleum Corp (MPC) | 0.0 | $739k | +2% | 4.3k | 173.48 |
|
| Sempra Energy (SRE) | 0.0 | $715k | 9.4k | 76.06 |
|
|
| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.0 | $709k | +8% | 12k | 60.30 |
|
| Merck & Co (MRK) | 0.0 | $695k | +41% | 5.6k | 123.80 |
|
| salesforce (CRM) | 0.0 | $679k | -94% | 2.6k | 257.10 |
|
| Trane Technologies SHS (TT) | 0.0 | $665k | +7988% | 2.0k | 328.93 |
|
| Shell Spon Ads (SHEL) | 0.0 | $659k | 9.1k | 72.18 |
|
|
| Marathon Oil Corporation (MRO) | 0.0 | $655k | 23k | 28.67 |
|
|
| Sumitomo Mitsui Finl Group I Sponsored Adr (SMFG) | 0.0 | $651k | 49k | 13.41 |
|
|
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.0 | $617k | +2% | 3.6k | 173.83 |
|
| Wisdomtree Tr Us Midcap Divid (DON) | 0.0 | $591k | NEW | 13k | 46.77 |
|
| At&t (T) | 0.0 | $586k | +30% | 31k | 19.11 |
|
| Antero Res (AR) | 0.0 | $575k | 18k | 32.63 |
|
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.0 | $574k | +326% | 2.8k | 202.88 |
|
| Spdr Ser Tr S&P 400 MDCP GRW (MDYG) | 0.0 | $572k | +1474% | 6.8k | 84.06 |
|
| Novartis Sponsored Adr (NVS) | 0.0 | $566k | +6% | 5.3k | 106.46 |
|
| Boeing Company (BA) | 0.0 | $561k | 3.1k | 182.01 |
|
|
| Astrazeneca Sponsored Adr (AZN) | 0.0 | $557k | 7.1k | 77.99 |
|
|
| Vanguard Index Fds Growth Etf (VUG) | 0.0 | $553k | -24% | 1.5k | 374.01 |
|
| Coca-cola Europacific Partne SHS (CCEP) | 0.0 | $553k | 7.6k | 72.87 |
|
|
| Canadian Natl Ry (CNI) | 0.0 | $548k | 4.6k | 118.14 |
|
|
| Spdr Ser Tr Portfolio Intrmd (SPIB) | 0.0 | $548k | 17k | 32.56 |
|
|
| Te Connectivity SHS (TEL) | 0.0 | $542k | +2% | 3.6k | 150.44 |
|
| Wec Energy Group (WEC) | 0.0 | $535k | +288% | 6.8k | 78.45 |
|
| FedEx Corporation (FDX) | 0.0 | $533k | +5% | 1.8k | 299.88 |
|
| Cheniere Energy Com New (LNG) | 0.0 | $530k | +3% | 3.0k | 174.83 |
|
| Halliburton Company (HAL) | 0.0 | $524k | +4% | 16k | 33.78 |
|
| EOG Resources (EOG) | 0.0 | $518k | +3% | 4.1k | 125.87 |
|
| Cibc Cad (CM) | 0.0 | $517k | 11k | 47.54 |
|
|
| Relx Sponsored Adr (RELX) | 0.0 | $507k | 11k | 45.88 |
|
|
| Totalenergies Se Sponsored Ads (TTE) | 0.0 | $501k | 7.5k | 66.68 |
|
|
| Vanguard Index Fds Value Etf (VTV) | 0.0 | $500k | -21% | 3.1k | 160.41 |
|
| Rbc Cad (RY) | 0.0 | $499k | 4.7k | 106.39 |
|
|
| Linde SHS (LIN) | 0.0 | $497k | 1.1k | 438.98 |
|
|
| J P Morgan Exchange Traded F Ultra Shrt Inc (JPST) | 0.0 | $493k | +10516% | 9.8k | 50.47 |
|
| Grupo Aeroportuario Del Cent Spon Adr (OMAB) | 0.0 | $490k | 7.2k | 67.65 |
|
|
| Spdr Ser Tr Portfolio Sh Tsr (SPTS) | 0.0 | $489k | +1692000% | 17k | 28.87 |
|
| Williams Companies (WMB) | 0.0 | $488k | 12k | 42.50 |
|
|
| HSBC HLDGS Spon Adr New (HSBC) | 0.0 | $480k | 11k | 43.50 |
|
|
| Ubs Group SHS (UBS) | 0.0 | $477k | 16k | 29.54 |
|
|
| CRH Ord (CRH) | 0.0 | $475k | 6.3k | 74.97 |
|
|
| Ishares Tr Core Lt Usdb Etf (ILTB) | 0.0 | $474k | NEW | 9.5k | 49.71 |
|
| Bank Of Montreal Cadcom (BMO) | 0.0 | $474k | 5.6k | 83.85 |
|
|
| National Grid Sponsored Adr Ne (NGG) | 0.0 | $471k | +8100% | 8.3k | 56.80 |
|
| Sanofi Sponsored Adr (SNY) | 0.0 | $465k | 9.6k | 48.52 |
|
|
| Eli Lilly & Co. (LLY) | 0.0 | $465k | +27% | 513.00 | 905.38 |
|
| Ishares Tr 3 7 Yr Treas Bd (IEI) | 0.0 | $457k | +16400% | 4.0k | 115.47 |
|
| Walt Disney Company (DIS) | 0.0 | $457k | +18% | 4.6k | 99.29 |
|
| Mayville Engineering (MEC) | 0.0 | $450k | -23% | 27k | 16.66 |
|
Past Filings by Gradient Investments
SEC 13F filings are viewable for Gradient Investments going back to 2011
- 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
- Gradient Investments 2021 Q1 filed April 21, 2021
- Gradient Investments 2020 Q4 filed Jan. 8, 2021
- Gradient Investments 2020 Q3 filed Oct. 6, 2020