Gradient Investments
Latest statistics and disclosures from Gradient Investments's latest quarterly 13F-HR filing:
- Top 5 stock holdings are SPYM, NVDA, AAPL, MSFT, AMZN, and represent 14.85% of Gradient Investments's stock portfolio.
- Added to shares of these 10 stocks: RUNN (+$56M), EEM (+$45M), CRWD (+$31M), XOM (+$25M), MRVL (+$22M), RTX (+$18M), APH (+$17M), FOXY (+$13M), SPCX (+$9.5M), AVUS (+$8.2M).
- Started 44 new stock positions in SDY, AMP, VB, PJUL, MTUM, ESIM, SFM, SPYG, LVS, D.
- Reduced shares in these 10 stocks: IETC (-$72M), IGTR (-$50M), META (-$44M), PYPL (-$25M), PANW (-$23M), DMBS (-$20M), , NVDA (-$19M), GOOG (-$17M), GLDM (-$17M).
- Sold out of its positions in ARW, BGC, XTRE, CMS, CGDV, CL, ET, Exxon Mobil Corporation, QDEC, IGTR.
- Gradient Investments was a net seller of stock by $-227M.
- Gradient Investments has $7.0B in assets under management (AUM), dropping by -3.43%.
- Central Index Key (CIK): 0001542265
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Portfolio Holdings for Gradient Investments
Gradient Investments holds 457 positions in its portfolio as reported in the September 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Spdr Series Trust St Str P500etf (SPYM) | 5.8 | $407M | 4.5M | 89.76 |
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| NVIDIA Corporation (NVDA) | 2.9 | $200M | -8% | 878k | 228.38 |
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| Apple (AAPL) | 2.2 | $151M | -9% | 453k | 333.02 |
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| Microsoft Corporation (MSFT) | 2.1 | $145M | -7% | 282k | 512.90 |
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| Amazon (AMZN) | 1.9 | $136M | -8% | 545k | 249.15 |
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| American Centy Etf Tr Intl Eqt Etf (AVDE) | 1.9 | $133M | 1.5M | 90.11 |
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| Aim Etf Products Trust Allianzim Us Equ (SEPU) | 1.8 | $124M | 3.9M | 31.70 |
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| Doubleline Etf Trust Mortgage Etf (DMBS) | 1.8 | $123M | -13% | 2.7M | 46.31 |
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| Janus Detroit Str Tr Henderson Mtg (JMBS) | 1.6 | $115M | 2.7M | 42.26 |
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| Columbia Etf Tr I Resh Enhnc Cor (RECS) | 1.6 | $110M | 2.4M | 45.09 |
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| Spdr Index Shs Fds St Str Po Ex Etf (SPDW) | 1.5 | $108M | -3% | 2.2M | 50.21 |
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| World Gold Tr Spdr Gld Minis (GLDM) | 1.5 | $108M | -13% | 1.3M | 82.18 |
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| Alphabet Cap Stk Cl C (GOOG) | 1.4 | $101M | -14% | 296k | 340.74 |
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| American Centy Etf Tr Avantis Emgmkt (AVEM) | 1.4 | $98M | 1.0M | 94.02 |
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| Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) | 1.2 | $85M | +2% | 280k | 304.64 |
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| Broadcom (AVGO) | 1.1 | $79M | +9% | 224k | 351.19 |
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| American Centy Etf Tr Us Eqt Etf (AVUS) | 1.0 | $70M | +13% | 547k | 128.09 |
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| Bondbloxx Etf Trust Bloomberg Ten Yr (XTEN) | 1.0 | $70M | -13% | 1.7M | 42.38 |
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| Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) | 0.9 | $63M | -5% | 1.2M | 50.47 |
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| Meta Platforms Cl A (META) | 0.9 | $63M | -41% | 86k | 725.18 |
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| JPMorgan Chase & Co. (JPM) | 0.9 | $61M | -10% | 185k | 330.83 |
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| Pimco Etf Tr Preferred And Cp (PRFD) | 0.9 | $60M | 1.2M | 48.98 |
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| Spdr Series Trust St Str Aggre Etf (SPAB) | 0.9 | $60M | +5% | 2.5M | 24.36 |
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| Bondbloxx Etf Trust Bloomberg Seven (XSVN) | 0.8 | $59M | -10% | 1.3M | 44.64 |
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| Aim Etf Products Trust Allianzim Us Eqt (FEBT) | 0.8 | $59M | 1.4M | 42.13 |
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| Neos Etf Trust Neos S&p 500 Hi (SPYI) | 0.8 | $58M | 1.1M | 53.17 |
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| Chevron Corporation (CVX) | 0.8 | $58M | -12% | 285k | 204.21 |
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| Goldman Sachs (GS) | 0.8 | $57M | -9% | 64k | 900.36 |
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| Select Sector Spdr Tr St Str Finl Etf (XLF) | 0.8 | $57M | 1.1M | 53.40 |
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| Strategic Trust Running Gwth Etf (RUNN) | 0.8 | $56M | NEW | 1.7M | 32.50 |
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| Ishares Tr National Mun Etf (MUB) | 0.8 | $56M | +16% | 552k | 101.10 |
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| Morgan Stanley Com New (MS) | 0.8 | $55M | -7% | 293k | 188.08 |
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| Doubleline Etf Trust Asse Ba Secs Etf (DABS) | 0.8 | $55M | -8% | 1.1M | 49.77 |
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| Angel Oak Funds Trust Oak Ultrashort (UYLD) | 0.8 | $53M | 1.0M | 50.73 |
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| Invesco Actively Managed Exc Ultra Shrt Dur (GSY) | 0.7 | $52M | 1.0M | 49.93 |
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| Eaton Corp SHS (ETN) | 0.7 | $50M | 116k | 429.71 |
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| Bondbloxx Etf Trust Bbb Rated 1 5 Ye (BBBS) | 0.7 | $48M | -9% | 970k | 49.86 |
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| Target Corporation (TGT) | 0.7 | $48M | -19% | 306k | 156.69 |
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| UnitedHealth (UNH) | 0.7 | $47M | -8% | 128k | 367.08 |
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| Palo Alto Networks (PANW) | 0.7 | $47M | -32% | 118k | 397.31 |
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| Lam Research Corp Com New (LRCX) | 0.7 | $46M | -6% | 141k | 328.51 |
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| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.6 | $45M | NEW | 678k | 66.79 |
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| Simplify Exchange Traded Fun Curre Strat Etf (FOXY) | 0.6 | $45M | +41% | 1.7M | 26.72 |
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| Coca-Cola Company (KO) | 0.6 | $45M | -7% | 519k | 86.08 |
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| Spdr Series Trust St Inter Bd Etf (SPIB) | 0.6 | $44M | 1.4M | 32.28 |
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| Innovator Etfs Trust Eqty Dul Dirct15 (DDFZ) | 0.6 | $44M | 2.2M | 19.76 |
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| First Tr Exchange-traded First Tr Enh New (FTSM) | 0.6 | $42M | -2% | 713k | 59.51 |
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| Crowdstrike Hldgs Cl A (CRWD) | 0.6 | $42M | +263% | 160k | 264.75 |
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| Spdr Series Trust St Inter Etf (SPTI) | 0.6 | $42M | 1.5M | 27.28 |
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| First Tr Exchng Traded Fd Vi Skyb Cry Ind Etf (CRPT) | 0.6 | $42M | +14% | 2.7M | 15.58 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.6 | $42M | -7% | 54k | 765.86 |
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| Procter & Gamble Company (PG) | 0.6 | $41M | +5% | 282k | 145.28 |
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| Visa Com Cl A (V) | 0.6 | $41M | -17% | 113k | 359.33 |
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| Wal-Mart Stores (WMT) | 0.6 | $41M | 391k | 103.92 |
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| Medtronic SHS (MDT) | 0.6 | $39M | -8% | 453k | 86.29 |
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| Simplify Exchange Traded Fun Aggregate Bd Etf (AGGH) | 0.6 | $39M | +9% | 2.0M | 18.93 |
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| Spdr Series Trust St Str Blo 1 Etf (BIL) | 0.5 | $38M | -10% | 411k | 91.64 |
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| Amphenol Corp Cl A (APH) | 0.5 | $37M | +89% | 435k | 84.30 |
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| Bank of America Corporation (BAC) | 0.5 | $37M | -5% | 671k | 54.43 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.5 | $35M | +5% | 101k | 344.08 |
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| Vaneck Etf Trust Morn Smid Mo Etf (SMOT) | 0.5 | $35M | +2% | 926k | 37.47 |
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| Bondbloxx Etf Trust Bloo Twen Us Etf (XTWY) | 0.5 | $34M | -12% | 1.0M | 33.01 |
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| Raytheon Technologies Corp (RTX) | 0.5 | $33M | +116% | 175k | 185.65 |
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| United Rentals (URI) | 0.5 | $32M | -17% | 32k | 1000.77 |
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| McDonald's Corporation (MCD) | 0.5 | $32M | +13% | 139k | 230.94 |
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| Eli Lilly & Co. (LLY) | 0.5 | $32M | 27k | 1157.07 |
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| Johnson & Johnson (JNJ) | 0.5 | $32M | -21% | 119k | 264.74 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.4 | $32M | -8% | 63k | 497.95 |
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| Quanta Services (PWR) | 0.4 | $31M | +7% | 48k | 642.51 |
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| Etf Ser Solutions Aptus Jan Buffer (JANB) | 0.4 | $29M | 1.0M | 28.00 |
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| Innovator Etfs Trust Innovator Gw 100 (NJUN) | 0.4 | $29M | 871k | 33.40 |
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| Neos Etf Trust Neos Enh Inc 1-3 (CSHI) | 0.4 | $29M | 573k | 49.71 |
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| ConocoPhillips (COP) | 0.4 | $28M | -21% | 222k | 125.15 |
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| Servicenow (NOW) | 0.4 | $26M | -25% | 193k | 134.01 |
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| Innovator Etfs Trust Innovator Intl D (IMAR) | 0.4 | $26M | 847k | 30.50 |
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| Costco Wholesale Corporation (COST) | 0.4 | $26M | 28k | 910.35 |
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| Ishares U S Etf Tr U.s. Tech Indepd (IETC) | 0.4 | $26M | -73% | 224k | 114.15 |
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| Starbucks Corporation (SBUX) | 0.4 | $25M | -8% | 269k | 93.96 |
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| Exxonmobil Holdings Corp Com Shs (XOM) | 0.4 | $25M | NEW | 151k | 162.75 |
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| Amplify Etf Tr Block Techn Etf (BLOK) | 0.3 | $24M | -28% | 397k | 61.23 |
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| Nextera Energy (NEE) | 0.3 | $24M | +4% | 314k | 75.74 |
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| Spdr Series Trust St Lon Treas Etf (SPTL) | 0.3 | $23M | +2% | 979k | 23.85 |
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| Bondbloxx Etf Trust Priva Cr Clo Etf (PCMM) | 0.3 | $23M | -12% | 458k | 50.03 |
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| Asml Hldg Nv N Y Registry Shs (ASML) | 0.3 | $23M | -7% | 13k | 1811.69 |
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| Global X Fds Glbl X Mlp Etf (MLPA) | 0.3 | $23M | -2% | 426k | 53.24 |
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| Bondbloxx Etf Trust Bloomberg Fve Yr (XFIV) | 0.3 | $23M | -12% | 483k | 46.66 |
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| Ssga Active Tr State Street Ig (PRIV) | 0.3 | $22M | -10% | 922k | 24.05 |
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| Marvell Technology (MRVL) | 0.3 | $22M | NEW | 84k | 264.21 |
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| Cintas Corporation (CTAS) | 0.3 | $22M | -10% | 113k | 195.06 |
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| Astrazeneca Ord (AZN) | 0.3 | $22M | +26% | 136k | 161.48 |
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| Cohen & Steers Etf Trust Natural Res Acti (CSNR) | 0.3 | $22M | +3% | 603k | 36.10 |
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| Synopsys (SNPS) | 0.3 | $21M | +15% | 49k | 434.94 |
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| Martin Marietta Materials (MLM) | 0.3 | $21M | -11% | 44k | 479.81 |
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| Abbvie (ABBV) | 0.3 | $21M | +2% | 79k | 261.59 |
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| Tidal Trust Iii Vist Arti In Etf (AIS) | 0.3 | $21M | -30% | 277k | 74.72 |
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| J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) | 0.3 | $21M | +13% | 405k | 50.56 |
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| Intuitive Surgical Com New (ISRG) | 0.3 | $20M | +5% | 50k | 406.63 |
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| Dex (DXCM) | 0.3 | $20M | -36% | 236k | 86.29 |
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| Spdr Series Trust St Sho Treas Etf (SPTS) | 0.3 | $20M | 708k | 28.67 |
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| Proshares Tr DJ BRKFLD GLB (TOLZ) | 0.3 | $20M | +4% | 373k | 54.45 |
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| Doubleline Etf Trust Commercial Real (DCRE) | 0.3 | $20M | 397k | 51.02 |
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| Southwest Airlines (LUV) | 0.3 | $20M | -10% | 483k | 41.64 |
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| Equinix (EQIX) | 0.3 | $20M | -12% | 20k | 1011.59 |
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| Key (KEY) | 0.3 | $20M | +2% | 983k | 20.07 |
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| Etf Ser Solutions Defia Quant Etf (QTUM) | 0.3 | $20M | -21% | 130k | 151.62 |
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| Tidal Trust Ii Roundhill Gener (CHAT) | 0.3 | $20M | -23% | 214k | 91.98 |
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| Amgen (AMGN) | 0.3 | $20M | +2% | 46k | 421.51 |
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| Boston Scientific Corporation (BSX) | 0.3 | $19M | -5% | 444k | 43.65 |
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| Ecolab (ECL) | 0.3 | $19M | -12% | 69k | 274.58 |
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| Rockwell Automation (ROK) | 0.3 | $19M | 44k | 435.33 |
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| Baker Hughes Company Cl A (BKR) | 0.3 | $19M | 342k | 54.90 |
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| Netflix (NFLX) | 0.3 | $19M | +4% | 270k | 69.58 |
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| Innovator Etfs Trust Innovator Deepw (LOUP) | 0.3 | $19M | -20% | 211k | 88.81 |
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| Citigroup Com New (C) | 0.3 | $19M | -3% | 144k | 129.48 |
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| TJX Companies (TJX) | 0.3 | $19M | +2% | 140k | 132.31 |
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| International Business Machines (IBM) | 0.3 | $18M | +61% | 83k | 219.93 |
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| Waste Connections (WCN) | 0.3 | $18M | -11% | 117k | 153.93 |
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| Prudential Financial (PRU) | 0.3 | $18M | +18% | 159k | 113.58 |
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| J P Morgan Exchange Traded F Betabuildrs Us (BBUS) | 0.3 | $18M | -12% | 130k | 137.58 |
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| Lowe's Companies (LOW) | 0.3 | $18M | -30% | 96k | 184.29 |
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| Extra Space Storage (EXR) | 0.3 | $18M | -10% | 135k | 131.51 |
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| Abbott Laboratories (ABT) | 0.3 | $18M | -24% | 179k | 98.83 |
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| Illinois Tool Works (ITW) | 0.3 | $18M | +10% | 69k | 257.28 |
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| Huntington Ingalls Inds (HII) | 0.3 | $18M | +36% | 66k | 267.07 |
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| M/I Homes (MHO) | 0.3 | $18M | +6% | 130k | 135.13 |
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| Texas Instruments Incorporated (TXN) | 0.2 | $18M | -15% | 62k | 280.09 |
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| EOG Resources (EOG) | 0.2 | $17M | -3% | 126k | 137.76 |
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| Cisco Systems (CSCO) | 0.2 | $17M | -12% | 162k | 107.63 |
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| Altria (MO) | 0.2 | $17M | +9% | 257k | 67.34 |
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| Wells Fargo & Company (WFC) | 0.2 | $17M | +19% | 215k | 80.05 |
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| Smucker J M Com New (SJM) | 0.2 | $17M | +7% | 144k | 118.91 |
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| Tractor Supply Company (TSCO) | 0.2 | $17M | +8% | 535k | 31.29 |
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| Kla Corp Com New (KLAC) | 0.2 | $17M | +4% | 86k | 194.93 |
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| Kinder Morgan (KMI) | 0.2 | $17M | +11% | 553k | 30.15 |
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| Us Bancorp Com New (USB) | 0.2 | $17M | +2% | 286k | 57.76 |
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| Alexandria Real Estate Equities (ARE) | 0.2 | $16M | +23% | 343k | 47.46 |
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| American Electric Power Company (AEP) | 0.2 | $16M | +12% | 137k | 118.64 |
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| Lyondellbasell Industries Nv Shs - A - (LYB) | 0.2 | $16M | +4% | 281k | 57.47 |
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| Allstate Corporation (ALL) | 0.2 | $16M | +2% | 73k | 221.86 |
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| Jefferies Finl Group (JEF) | 0.2 | $16M | +13% | 352k | 45.73 |
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| Vaneck Bitcoin Etf Sh Ben Int (HODL) | 0.2 | $16M | -27% | 667k | 23.62 |
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| Home Depot (HD) | 0.2 | $16M | +16% | 55k | 284.49 |
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| Ea Series Trust Alpha Arch 1-3 (BOXX) | 0.2 | $16M | +13% | 133k | 118.39 |
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| Kraft Heinz (KHC) | 0.2 | $15M | +11% | 668k | 22.72 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.2 | $15M | +11% | 21k | 739.77 |
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| United Parcel Svcs CL B (UPS) | 0.2 | $15M | +16% | 161k | 93.44 |
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| Innovator Etfs Trust Emrgng Mkt April (EAPR) | 0.2 | $15M | 434k | 33.80 |
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| Vaneck Etf Trust Clo Etf (CLOI) | 0.2 | $15M | 273k | 52.97 |
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| Innovator Etfs Trust Us Sm Ca Pwr May (KMAY) | 0.2 | $14M | 479k | 29.65 |
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| Edison International (EIX) | 0.2 | $14M | +4% | 263k | 53.73 |
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| Spdr Series Trust St Str P400mid (SPMD) | 0.2 | $12M | +11% | 195k | 63.04 |
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| Neos Etf Trust Mlp En In Hi Etf (MLPI) | 0.2 | $12M | +4% | 231k | 50.21 |
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| Abrdn Palladium Etf Trust Physical Palladm (PALL) | 0.1 | $10M | -18% | 468k | 21.81 |
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| Tema Etf Trust Space Innov Etf (NASA) | 0.1 | $9.9M | +18% | 412k | 23.96 |
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| Space Exploration Techn Corp Class A Com Stk (SPCX) | 0.1 | $9.5M | NEW | 63k | 150.86 |
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| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.1 | $8.2M | -9% | 275k | 30.00 |
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| Calamos Etf Tr Autoc Incom Etf (CAIE) | 0.1 | $8.1M | -2% | 305k | 26.62 |
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| Series Portfolios Tr Eldridge Bbb B (CLOZ) | 0.1 | $8.0M | 304k | 26.30 |
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| Pimco Etf Tr Sr Ln Active Etf (LONZ) | 0.1 | $8.0M | 162k | 49.15 |
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| Neos Etf Trust Russ 2000 Hi Etf (IWMI) | 0.1 | $7.8M | -3% | 160k | 48.97 |
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| Suncor Energy (SU) | 0.1 | $7.7M | -4% | 114k | 67.87 |
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| Amplify Etf Tr Cows Cov Cal Etf (HCOW) | 0.1 | $7.7M | -3% | 327k | 23.43 |
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| First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE) | 0.1 | $7.7M | +2% | 450k | 17.05 |
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| Neos Etf Trust Real Est Hig Etf (IYRI) | 0.1 | $7.4M | 165k | 45.21 |
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| Invesco Exch Traded Fd Tr Ii Kbw Hig Dv Yld (KBWD) | 0.1 | $7.2M | 648k | 11.05 |
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| Palantir Technologies Cl A (PLTR) | 0.1 | $7.0M | +1093% | 38k | 187.05 |
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| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 0.1 | $6.8M | 15k | 456.19 |
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| Ishares Tr Esg Msci Kld Etf (DSI) | 0.1 | $6.8M | +3% | 47k | 146.18 |
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| Shell Spon Ads (SHEL) | 0.1 | $6.7M | -3% | 71k | 95.05 |
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| Equinor Asa Sponsored Adr (EQNR) | 0.1 | $6.7M | -14% | 161k | 41.60 |
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| Mitsubishi Ufj Financial Gro Sponsored Ads (MUFG) | 0.1 | $6.6M | -4% | 288k | 23.07 |
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| Mizuho Financial Group Sponsored Adr (MFG) | 0.1 | $6.4M | -2% | 583k | 11.05 |
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| Ing Groep Sponsored Adr (ING) | 0.1 | $6.4M | -5% | 181k | 35.50 |
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| Kb Finl Group Sponsored Adr (KB) | 0.1 | $6.4M | -2% | 52k | 123.10 |
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| Sumitomo Mitsui Fin Grp Sponsored Adr (SMFG) | 0.1 | $6.3M | -2% | 244k | 25.91 |
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| Dimensional Etf Trust Us Equi Mark Etf (DFUS) | 0.1 | $6.2M | -9% | 75k | 83.03 |
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| Lockheed Martin Corporation (LMT) | 0.1 | $6.2M | 12k | 509.26 |
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| Companhia De Saneamento Basi Sponsored Adr (SBS) | 0.1 | $6.2M | +17% | 1.2M | 5.31 |
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| Natwest Group Spons Adr (NWG) | 0.1 | $6.1M | -3% | 338k | 18.15 |
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| Nomura Hldgs Sponsored Adr (NMR) | 0.1 | $6.1M | -2% | 625k | 9.78 |
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| Intercontinental Hotels Grou Sponsored Ads (IHG) | 0.1 | $6.1M | -2% | 38k | 160.80 |
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| Orix Corp Sponsored Adr (IX) | 0.1 | $6.1M | -2% | 161k | 37.71 |
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| HSBC HLDGS Spon Adr New (HSBC) | 0.1 | $6.0M | -4% | 61k | 99.31 |
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| Embraer Sponsored Ads (EMBJ) | 0.1 | $6.0M | -4% | 80k | 75.32 |
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| Sk Telecom Sponsored Adr (SKM) | 0.1 | $6.0M | -9% | 172k | 34.91 |
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| Canadian Natl Ry (CNI) | 0.1 | $6.0M | -5% | 51k | 118.90 |
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| Vodafone Group Sponsored Adr (VOD) | 0.1 | $6.0M | 370k | 16.15 |
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| Cibc Cad (CM) | 0.1 | $5.9M | -6% | 54k | 110.18 |
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| Rbc Cad (RY) | 0.1 | $5.9M | -6% | 30k | 196.59 |
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| Coca-cola Europacific Partne SHS (CCEP) | 0.1 | $5.8M | -2% | 57k | 101.71 |
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| Ishares Tr Ibonds 26 Trm Ts (IBTG) | 0.1 | $5.8M | +79% | 253k | 22.88 |
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| Te Connectivity Ord Shs (TEL) | 0.1 | $5.8M | +7% | 27k | 211.08 |
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| Ubs Group SHS (UBS) | 0.1 | $5.7M | -9% | 119k | 48.13 |
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| Lloyds Banking Group Sponsored Adr (LYG) | 0.1 | $5.7M | 1.0M | 5.63 |
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| Ishares Gold Tr Ishares New (IAU) | 0.1 | $5.7M | +3% | 73k | 78.10 |
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| Aercap Holdings Nv SHS (AER) | 0.1 | $5.7M | 40k | 143.52 |
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| Deutsche Bk Namen Akt (DB) | 0.1 | $5.7M | -2% | 158k | 35.89 |
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| Coca-cola Femsa Sab De Cv Spons Ads Rep (KOF) | 0.1 | $5.6M | 52k | 108.04 |
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| Ishares Tr Ibonds 27 Trm Ts (IBTH) | 0.1 | $5.6M | +80% | 251k | 22.32 |
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| Linde SHS (LIN) | 0.1 | $5.5M | 12k | 474.65 |
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| Barclays Adr (BCS) | 0.1 | $5.5M | 226k | 24.27 |
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| Unilever Spon Adr New (UL) | 0.1 | $5.5M | +4% | 90k | 60.73 |
|
| Vanguard Whitehall Fds Intl High Etf (VYMI) | 0.1 | $5.4M | +2% | 54k | 101.13 |
|
| Jd.com Spon Ads Cl A (JD) | 0.1 | $5.4M | 203k | 26.60 |
|
|
| Novartis Sponsored Adr (NVS) | 0.1 | $5.4M | 38k | 142.57 |
|
|
| Amcor Com New (AMCR) | 0.1 | $5.3M | -3% | 127k | 41.86 |
|
| National Grid Sponsored Adr Ne (NGG) | 0.1 | $5.3M | +7% | 70k | 75.82 |
|
| Humana (HUM) | 0.1 | $5.2M | +2% | 14k | 381.56 |
|
| Okta Cl A (OKTA) | 0.1 | $5.2M | +4% | 25k | 209.11 |
|
| Micron Technology (MU) | 0.1 | $5.2M | NEW | 4.8k | 1065.21 |
|
| Ishares Tr Rus Tp200 Gr Etf (IWY) | 0.1 | $5.1M | +5% | 17k | 294.90 |
|
| Prudential Adr (PUK) | 0.1 | $5.0M | +9% | 202k | 24.74 |
|
| Alibaba Group Hldg Sponsored Ads (BABA) | 0.1 | $4.8M | +17% | 45k | 107.54 |
|
| CRH Ord (CRH) | 0.1 | $4.7M | +20% | 56k | 82.80 |
|
| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 0.1 | $4.6M | +3% | 98k | 47.34 |
|
| Ssga Active Tr State Street My (MYCG) | 0.1 | $4.5M | +82% | 182k | 24.91 |
|
| Vanguard Index Fds MRNGSTR TTL STK (VTI) | 0.1 | $4.5M | +13% | 12k | 374.25 |
|
| Ssga Active Tr State Street My (MYCF) | 0.1 | $4.5M | +78% | 178k | 25.04 |
|
| Spdr Series Trust Spdr S&p 500 Esg (EFIV) | 0.1 | $4.4M | +2% | 60k | 74.06 |
|
| Pinnacle Finl Partners (PNFP) | 0.1 | $4.3M | 46k | 93.61 |
|
|
| Ishares Tr Esg Aware Msci (ESML) | 0.1 | $4.0M | +3% | 78k | 52.00 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.1 | $3.9M | +3% | 55k | 71.95 |
|
| Park Hotels & Resorts Inc-wi (PK) | 0.1 | $3.8M | 247k | 15.42 |
|
|
| Ulta Salon, Cosmetics & Fragrance (ULTA) | 0.0 | $3.3M | -22% | 6.1k | 546.21 |
|
| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 0.0 | $3.3M | +8% | 4.3k | 762.68 |
|
| O'reilly Automotive (ORLY) | 0.0 | $3.2M | 38k | 85.41 |
|
|
| Iron Mountain (IRM) | 0.0 | $3.2M | -2% | 29k | 110.95 |
|
| Clean Harbors (CLH) | 0.0 | $3.1M | -6% | 10k | 310.23 |
|
| Lpl Financial Holdings (LPLA) | 0.0 | $3.0M | -15% | 9.8k | 305.81 |
|
| Hldgs (UAL) | 0.0 | $2.9M | 27k | 110.95 |
|
|
| Goldman Sachs Etf Tr Just Us Lrg Cp (JUST) | 0.0 | $2.9M | +2% | 27k | 109.02 |
|
| Fluor Corporation (FLR) | 0.0 | $2.9M | -2% | 60k | 47.88 |
|
| Cubesmart (CUBE) | 0.0 | $2.8M | 75k | 37.58 |
|
|
| Chesapeake Energy Corp (EXE) | 0.0 | $2.8M | -14% | 33k | 84.09 |
|
| Sprott Asset Management Physical Silver (PSLV) | 0.0 | $2.7M | +3% | 139k | 19.37 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.0 | $2.7M | +11% | 3.8k | 700.85 |
|
| Rubrik Cl A (RBRK) | 0.0 | $2.6M | -11% | 23k | 114.47 |
|
| Affiliated Managers (AMG) | 0.0 | $2.5M | 6.9k | 365.60 |
|
|
| Glacier Ban (GBCI) | 0.0 | $2.5M | 58k | 43.20 |
|
|
| Fortinet (FTNT) | 0.0 | $2.5M | -29% | 14k | 178.75 |
|
| Mongodb Cl A (MDB) | 0.0 | $2.4M | +2% | 7.0k | 348.59 |
|
| Caterpillar (CAT) | 0.0 | $2.4M | +59% | 3.0k | 810.74 |
|
| AGCO Corporation (AGCO) | 0.0 | $2.4M | -3% | 21k | 114.23 |
|
| Dover Corporation (DOV) | 0.0 | $2.4M | 13k | 187.04 |
|
|
| Nordson Corporation (NDSN) | 0.0 | $2.3M | 7.1k | 327.85 |
|
|
| Textron (TXT) | 0.0 | $2.3M | -2% | 30k | 76.20 |
|
| Vaneck Etf Trust Vaneck Shrt Muni (SMB) | 0.0 | $2.3M | 134k | 16.92 |
|
|
| Associated Banc- (ASB) | 0.0 | $2.2M | 79k | 28.65 |
|
|
| East West Ban (EWBC) | 0.0 | $2.2M | -2% | 18k | 123.93 |
|
| Expedia Group Com New (EXPE) | 0.0 | $2.2M | -8% | 8.5k | 263.35 |
|
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.0 | $2.2M | +9% | 68k | 32.53 |
|
| On Hldg Namen Akt A (ONON) | 0.0 | $2.2M | +14% | 74k | 29.61 |
|
| American Airls (AAL) | 0.0 | $2.2M | +3% | 164k | 13.37 |
|
| Ishares Tr Low Ca Op Ms Etf (CRBN) | 0.0 | $2.2M | +3% | 8.4k | 256.15 |
|
| Microchip Technology (MCHP) | 0.0 | $2.1M | -3% | 27k | 77.77 |
|
| Casella Waste Sys Cl A (CWST) | 0.0 | $2.1M | 26k | 80.35 |
|
|
| Check Point Software Tech Lt Ord (CHKP) | 0.0 | $2.1M | 16k | 128.35 |
|
|
| Bwx Technologies (BWXT) | 0.0 | $2.1M | -2% | 15k | 137.00 |
|
| CenterPoint Energy (CNP) | 0.0 | $2.0M | +4% | 55k | 36.80 |
|
| Acuity Brands (AYI) | 0.0 | $2.0M | -10% | 6.5k | 309.82 |
|
| Global Payments (GPN) | 0.0 | $2.0M | -46% | 25k | 81.67 |
|
| Five Below (FIVE) | 0.0 | $2.0M | -27% | 9.1k | 219.56 |
|
| Tenet Healthcare Corp Com New (THC) | 0.0 | $2.0M | -10% | 7.8k | 255.55 |
|
| Merit Medical Systems (MMSI) | 0.0 | $2.0M | -3% | 23k | 86.23 |
|
| Core Natural Resources Com Shs (CNR) | 0.0 | $1.9M | -7% | 22k | 85.84 |
|
| Vistra Energy (VST) | 0.0 | $1.9M | 14k | 138.35 |
|
|
| RPM International (RPM) | 0.0 | $1.9M | 19k | 98.67 |
|
|
| Stifel Financial (SF) | 0.0 | $1.9M | 27k | 70.04 |
|
|
| Advanced Micro Devices (AMD) | 0.0 | $1.9M | +8% | 3.0k | 611.76 |
|
| Astera Labs (ALAB) | 0.0 | $1.8M | 5.2k | 355.99 |
|
|
| Global X Fds S&p 500 Catholic (CATH) | 0.0 | $1.8M | 20k | 90.68 |
|
|
| Paramount Skydance Corp Com Cl B | 0.0 | $1.8M | -16% | 174k | 10.33 |
|
| Valero Energy Corporation (VLO) | 0.0 | $1.8M | -4% | 4.6k | 387.62 |
|
| Cooper Cos (COO) | 0.0 | $1.8M | -2% | 31k | 56.53 |
|
| Nebius Group Shs Class A (NBIS) | 0.0 | $1.7M | +2% | 7.4k | 235.87 |
|
| Marathon Petroleum Corp (MPC) | 0.0 | $1.7M | +5% | 4.4k | 395.41 |
|
| Tesla Motors (TSLA) | 0.0 | $1.7M | -42% | 4.8k | 354.81 |
|
| Coherent Corp (COHR) | 0.0 | $1.7M | -12% | 5.8k | 287.81 |
|
| Halozyme Therapeutics (HALO) | 0.0 | $1.7M | -9% | 15k | 110.40 |
|
| Raymond James Financial (RJF) | 0.0 | $1.6M | 10k | 158.02 |
|
|
| ON Semiconductor (ON) | 0.0 | $1.6M | +3% | 21k | 76.87 |
|
| Occidental Petroleum Corporation (OXY) | 0.0 | $1.6M | 29k | 55.32 |
|
|
| Ishares Tr Esg Awr Us Agrgt (EAGG) | 0.0 | $1.6M | -9% | 35k | 45.25 |
|
| Unum (UNM) | 0.0 | $1.6M | 18k | 87.73 |
|
|
| Ross Stores (ROST) | 0.0 | $1.5M | -3% | 6.6k | 233.40 |
|
| Entegris (ENTG) | 0.0 | $1.5M | -7% | 9.8k | 154.05 |
|
| F.N.B. Corporation (FNB) | 0.0 | $1.5M | 87k | 17.21 |
|
|
| Us Foods Hldg Corp call (USFD) | 0.0 | $1.5M | -3% | 16k | 92.21 |
|
| Nexstar Media Group Common Stock (NXST) | 0.0 | $1.5M | 9.0k | 161.57 |
|
|
| Celsius Hldgs Com New (CELH) | 0.0 | $1.4M | -8% | 51k | 27.35 |
|
| Selective Insurance (SIGI) | 0.0 | $1.4M | 17k | 83.60 |
|
|
| Antero Res (AR) | 0.0 | $1.4M | +9% | 42k | 33.39 |
|
| Oracle Corporation (ORCL) | 0.0 | $1.4M | 10k | 137.29 |
|
|
| Dick's Sporting Goods (DKS) | 0.0 | $1.4M | -2% | 10k | 134.29 |
|
| RadNet (RDNT) | 0.0 | $1.3M | -7% | 20k | 68.94 |
|
| Revolve Group Cl A (RVLV) | 0.0 | $1.3M | 62k | 21.33 |
|
|
| Dynatrace Com New (DT) | 0.0 | $1.3M | -32% | 23k | 57.74 |
|
| Shake Shack Cl A (SHAK) | 0.0 | $1.3M | -4% | 22k | 58.68 |
|
| Canadian Natural Resources (CNQ) | 0.0 | $1.3M | +13% | 27k | 47.07 |
|
| Bunge Global Sa Com Shs (BG) | 0.0 | $1.3M | -3% | 12k | 106.95 |
|
| Intel Corporation (INTC) | 0.0 | $1.3M | +53% | 11k | 120.23 |
|
| Hyatt Hotels Corp Com Cl A (H) | 0.0 | $1.2M | -3% | 7.8k | 158.56 |
|
| Oklo Com Cl A (OKLO) | 0.0 | $1.2M | -2% | 33k | 37.02 |
|
| KB Home (KBH) | 0.0 | $1.2M | 26k | 46.47 |
|
|
| Globus Med Cl A (GMED) | 0.0 | $1.2M | -2% | 16k | 74.90 |
|
| SLB Com Stk (SLB) | 0.0 | $1.2M | +33% | 24k | 48.72 |
|
| Versant Media Group Com Cl A (VSNT) | 0.0 | $1.2M | -3% | 36k | 31.70 |
|
| Healthequity (HQY) | 0.0 | $1.1M | -30% | 13k | 88.46 |
|
| Spdr Series Trust St Str Msci Gen (SHE) | 0.0 | $1.1M | +3% | 7.1k | 157.46 |
|
| Weatherford Intl Ord Shs (WFRD) | 0.0 | $1.1M | -31% | 14k | 78.68 |
|
| Dollar General (DG) | 0.0 | $1.1M | +12% | 9.2k | 119.57 |
|
| Ishares Tr Ibonds 28 Trm Ts (IBTI) | 0.0 | $1.1M | +25% | 50k | 21.91 |
|
| Eagle Materials (EXP) | 0.0 | $1.1M | +29% | 6.3k | 171.02 |
|
| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.0 | $1.1M | +12% | 13k | 84.96 |
|
| Chewy Cl A (CHWY) | 0.0 | $1.1M | 59k | 18.20 |
|
|
| SYSCO Corporation (SYY) | 0.0 | $1.1M | 14k | 77.96 |
|
|
| Saia (SAIA) | 0.0 | $1.1M | -30% | 3.2k | 333.77 |
|
| Sherwin-Williams Company (SHW) | 0.0 | $1.0M | -8% | 3.2k | 323.27 |
|
| Graphic Packaging Holding Company (GPK) | 0.0 | $1.0M | +2% | 115k | 9.05 |
|
| Las Vegas Sands (LVS) | 0.0 | $1.0M | NEW | 27k | 37.81 |
|
| Spdr Series Trust St Str Nuvee Etf (TFI) | 0.0 | $1.0M | -26% | 24k | 42.77 |
|
| Diamondback Energy (FANG) | 0.0 | $1.0M | +4% | 5.5k | 183.81 |
|
| International Paper Company (IP) | 0.0 | $1.0M | 31k | 33.17 |
|
|
| John Bean Technologies Corporation (JBTM) | 0.0 | $1.0M | NEW | 9.5k | 105.59 |
|
| Cheniere Energy Com New (LNG) | 0.0 | $958k | +3% | 3.6k | 269.04 |
|
| Paypal Holdings (PYPL) | 0.0 | $950k | -96% | 18k | 52.53 |
|
| AFLAC Incorporated (AFL) | 0.0 | $937k | +16% | 8.4k | 111.78 |
|
| Vanguard Index Fds Mrngstr Grwt Etf (VUG) | 0.0 | $932k | -18% | 10k | 90.11 |
|
| Academy Sports & Outdoor (ASO) | 0.0 | $931k | +36% | 19k | 48.09 |
|
| Select Sector Spdr Tr St Str Techn Etf (XLK) | 0.0 | $925k | +5% | 4.7k | 195.75 |
|
| Invitation Homes (INVH) | 0.0 | $923k | -31% | 35k | 26.33 |
|
| American Express Company (AXP) | 0.0 | $921k | +17% | 3.0k | 304.09 |
|
| Invesco Exch Trd Slf Idx Buletshs 2027 (BSJR) | 0.0 | $918k | +76% | 42k | 22.11 |
|
| Ssga Active Tr State Street My (MYCH) | 0.0 | $911k | +28% | 37k | 24.62 |
|
| James Hardie Inds Ord Shs (JHX) | 0.0 | $860k | -38% | 34k | 25.31 |
|
| Invesco Exch Trd Slf Idx Invsco Blsh 26 (BSJQ) | 0.0 | $860k | +84% | 38k | 22.82 |
|
| Ishares Tr Shrt Nat Mun Etf (SUB) | 0.0 | $859k | -7% | 8.2k | 104.54 |
|
| Cognex Corporation (CGNX) | 0.0 | $845k | 14k | 60.65 |
|
|
| Invesco SHS (IVZ) | 0.0 | $834k | 28k | 30.16 |
|
|
| Sprouts Fmrs Mkt (SFM) | 0.0 | $818k | NEW | 12k | 66.35 |
|
| Gates Indl Corp Com Shs (GTES) | 0.0 | $816k | NEW | 31k | 26.20 |
|
| Halliburton Company (HAL) | 0.0 | $814k | +16% | 26k | 31.80 |
|
| Copart (CPRT) | 0.0 | $802k | NEW | 29k | 27.28 |
|
| Duke Energy Corp Com New (DUK) | 0.0 | $798k | -6% | 7.0k | 114.00 |
|
| Builders FirstSource (BLDR) | 0.0 | $791k | +100% | 14k | 57.01 |
|
| Chipotle Mexican Grill (CMG) | 0.0 | $754k | -33% | 24k | 31.95 |
|
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.0 | $747k | 1.00 | 747005.00 |
|
|
| Walt Disney Company (DIS) | 0.0 | $736k | 7.0k | 104.89 |
|
|
| Williams Companies (WMB) | 0.0 | $729k | +13% | 11k | 67.97 |
|
| Sempra Energy (SRE) | 0.0 | $704k | -3% | 9.0k | 77.96 |
|
| J P Morgan Exchange Traded F Betabuilders Us (BBMC) | 0.0 | $700k | -18% | 5.8k | 120.42 |
|
| Snap Cl A (SNAP) | 0.0 | $698k | -31% | 129k | 5.40 |
|
| Mobileye Global Common Class A (MBLY) | 0.0 | $693k | 94k | 7.39 |
|
|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.0 | $690k | -10% | 4.8k | 142.26 |
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.0 | $674k | +21% | 9.6k | 70.61 |
|
| First Ctzns Bancshares Inc D Cl A (FCNCA) | 0.0 | $665k | +10% | 323.00 | 2060.20 |
|
| Rb Global (RBA) | 0.0 | $649k | +16% | 8.0k | 81.39 |
|
| ACADIA Pharmaceuticals (ACAD) | 0.0 | $637k | -3% | 32k | 20.15 |
|
| Pepsi (PEP) | 0.0 | $631k | +69% | 5.0k | 126.73 |
|
| Spdr Gold Tr Gold Shs (GLD) | 0.0 | $619k | 1.6k | 380.84 |
|
|
| Merck & Co (MRK) | 0.0 | $617k | +13% | 4.2k | 145.31 |
|
| Progressive Corporation (PGR) | 0.0 | $612k | -9% | 3.0k | 207.31 |
|
| DTE Energy Company (DTE) | 0.0 | $612k | +29% | 5.0k | 121.81 |
|
| Dutch Bros Cl A (BROS) | 0.0 | $592k | +12% | 15k | 38.56 |
|
| Boeing Company (BA) | 0.0 | $586k | -44% | 3.1k | 186.03 |
|
| Verizon Communications (VZ) | 0.0 | $585k | -18% | 13k | 45.87 |
|
| Vanguard World Inf Tech Etf (VGT) | 0.0 | $558k | -17% | 4.4k | 125.68 |
|
| 3M Company (MMM) | 0.0 | $558k | 3.4k | 164.15 |
|
|
| Bondbloxx Etf Trust Ir M Taxaware (TAXX) | 0.0 | $544k | -9% | 11k | 49.85 |
|
| Qualcomm (QCOM) | 0.0 | $540k | +51% | 2.9k | 184.01 |
|
| Spx Corp (SPXC) | 0.0 | $534k | -5% | 3.1k | 169.58 |
|
| General Motors Company (GM) | 0.0 | $529k | 6.9k | 77.00 |
|
|
| Ishares Tr Esg Awre Usd Etf (SUSC) | 0.0 | $519k | -10% | 24k | 21.95 |
|
| Dimensional Etf Trust Us Mktwide Value (DFUV) | 0.0 | $519k | 9.4k | 55.00 |
|
|
| Global X Fds S&p 500 Valu Etf (CHRI) | 0.0 | $515k | NEW | 5.7k | 90.95 |
|
| Vanguard Index Fds Mrngstr Lrg Cap (VV) | 0.0 | $505k | NEW | 1.4k | 351.91 |
|
| Lululemon Athletica (LULU) | 0.0 | $487k | -30% | 5.1k | 96.18 |
|
| Vanguard Index Fds Mrngstr Val Etf (VTV) | 0.0 | $480k | -15% | 2.2k | 216.04 |
|
| Ishares Tr Core Us Aggbd Et (AGG) | 0.0 | $479k | +135% | 5.1k | 94.55 |
|
| Southern Company (SO) | 0.0 | $476k | -31% | 5.7k | 82.89 |
|
| Vaneck Etf Trust Semiconductr Etf (SMH) | 0.0 | $474k | NEW | 778.00 | 609.25 |
|
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.0 | $456k | +81% | 2.9k | 155.21 |
|
| Vaneck Etf Trust Intrmdt Muni Etf (ITM) | 0.0 | $454k | -25% | 10k | 44.00 |
|
| Ameriprise Financial (AMP) | 0.0 | $447k | NEW | 907.00 | 492.35 |
|
| Northern Lts Fd Tr Iv Inspire 500 Etf (PTL) | 0.0 | $437k | NEW | 1.6k | 272.10 |
|
| Strategy Eventide Intl (ESIM) | 0.0 | $421k | NEW | 15k | 28.66 |
|
| Northern Lts Fd Tr Iv Inspire 100 Etf (BIBL) | 0.0 | $419k | NEW | 7.8k | 54.06 |
|
| Vanguard World Mrngstr Mega Cap (MGK) | 0.0 | $419k | +27% | 4.5k | 92.64 |
|
| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.0 | $409k | +2% | 11k | 35.93 |
|
| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.0 | $408k | 2.5k | 166.31 |
|
|
| Vanguard Specialized Funds Div App Etf (VIG) | 0.0 | $406k | +3% | 1.7k | 233.34 |
|
| Ishares Silver Tr Ishares (SLV) | 0.0 | $405k | 7.4k | 54.51 |
|
|
| CSX Corporation (CSX) | 0.0 | $404k | +20% | 8.7k | 46.51 |
|
| Applied Materials (AMAT) | 0.0 | $396k | +13% | 775.00 | 511.38 |
|
| Honeywell International (HON) | 0.0 | $391k | +11% | 1.9k | 210.94 |
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.0 | $382k | +11% | 3.0k | 125.26 |
|
| At&t (T) | 0.0 | $377k | -36% | 16k | 24.40 |
|
| Deere & Company (DE) | 0.0 | $376k | -21% | 560.00 | 671.01 |
|
| Nucor Corporation (NUE) | 0.0 | $357k | 1.5k | 233.75 |
|
|
| Pimco Etf Tr Inter Mun Bd Act (MUNI) | 0.0 | $351k | -24% | 7.1k | 49.69 |
|
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.0 | $347k | NEW | 4.9k | 70.15 |
|
| Pfizer (PFE) | 0.0 | $345k | -7% | 12k | 28.52 |
|
| Emerson Electric (EMR) | 0.0 | $342k | NEW | 2.2k | 155.08 |
|
| Schwab Strategic Tr Fundamental Intl (FNDF) | 0.0 | $338k | 6.3k | 53.75 |
|
|
| Evergy (EVRG) | 0.0 | $330k | +12% | 4.2k | 78.44 |
|
| Ishares Tr Core Msci Eafe (IEFA) | 0.0 | $328k | NEW | 3.4k | 96.88 |
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.0 | $327k | NEW | 5.5k | 59.31 |
|
| Ark Etf Tr Space & Defense (ARKX) | 0.0 | $325k | 10k | 31.90 |
|
|
| FedEx Corporation (FDX) | 0.0 | $322k | +2% | 1.1k | 285.16 |
|
| Philip Morris International (PM) | 0.0 | $312k | -14% | 1.6k | 190.82 |
|
| Truist Financial Corp equities (TFC) | 0.0 | $310k | +8% | 6.7k | 46.30 |
|
| Strategy Even Smal Ca Etf (ESSC) | 0.0 | $307k | NEW | 11k | 28.64 |
|
| Ge Aerospace Com New (GE) | 0.0 | $304k | +27% | 975.00 | 312.18 |
|
| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.0 | $304k | +4% | 3.7k | 82.96 |
|
| Norfolk Southern (NSC) | 0.0 | $300k | +17% | 972.00 | 309.00 |
|
| Ishares Tr Core High Dv Etf (HDV) | 0.0 | $298k | -5% | 11k | 27.96 |
|
| Mastercard Incorporated Cl A (MA) | 0.0 | $282k | NEW | 511.00 | 551.34 |
|
| Ishares Tr Intl Sel Div Etf (IDV) | 0.0 | $280k | +3% | 6.6k | 42.19 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.0 | $277k | +8% | 2.0k | 136.06 |
|
| Global X Fds S&p Ex Us Etf (CEFA) | 0.0 | $276k | 6.9k | 40.21 |
|
|
| PNC Financial Services (PNC) | 0.0 | $276k | NEW | 1.2k | 222.21 |
|
| Dt Midstream Common Stock (DTM) | 0.0 | $274k | +34% | 2.3k | 119.44 |
|
| salesforce (CRM) | 0.0 | $273k | NEW | 1.2k | 229.57 |
|
| Bristol Myers Squibb (BMY) | 0.0 | $272k | -25% | 4.4k | 62.40 |
|
| Honeywell Aerospace (HONA) | 0.0 | $271k | +5% | 1.7k | 154.97 |
|
| Vanguard Index Fds Mrngstr Mid Cap (VO) | 0.0 | $269k | NEW | 3.4k | 78.43 |
|
| Spdr Series Trust ST STR P500GRW (SPYG) | 0.0 | $260k | NEW | 2.1k | 123.08 |
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.0 | $260k | NEW | 934.00 | 277.89 |
|
| Sierra Ban (BSRR) | 0.0 | $256k | 6.6k | 39.05 |
|
|
| Pimco Dynamic Income SHS (PDI) | 0.0 | $252k | +34% | 18k | 14.03 |
|
| Choiceone Fin cmn stk (COFS) | 0.0 | $248k | -17% | 7.7k | 32.31 |
|
| Alliant Energy Corporation (LNT) | 0.0 | $247k | 3.9k | 63.30 |
|
|
| Hewlett Packard Enterprise (HPE) | 0.0 | $243k | NEW | 3.8k | 63.89 |
|
| Ishares Tr Core Div Grwth (DGRO) | 0.0 | $242k | +19% | 3.2k | 75.38 |
|
| CVS Caremark Corporation (CVS) | 0.0 | $241k | NEW | 2.8k | 85.68 |
|
| Select Sector Spdr Tr St Str Discr Etf (XLY) | 0.0 | $240k | +16% | 2.2k | 108.84 |
|
| Ishares Core Msci Emkt (IEMG) | 0.0 | $230k | NEW | 2.8k | 81.16 |
|
| Parker-Hannifin Corporation (PH) | 0.0 | $230k | +13% | 241.00 | 955.42 |
|
| Atmos Energy Corporation (ATO) | 0.0 | $227k | -3% | 1.4k | 156.44 |
|
| Vaneck Etf Trust High Yld Munietf (HYD) | 0.0 | $224k | -31% | 4.7k | 48.03 |
|
| Northrop Grumman Corporation (NOC) | 0.0 | $219k | +11% | 453.00 | 483.48 |
|
| Spdr Series Trust St Str Sp Div (SDY) | 0.0 | $218k | NEW | 1.5k | 146.48 |
|
| Innovator Etfs Trust Us Eqty Pwr Buf (PJUL) | 0.0 | $218k | NEW | 4.4k | 49.68 |
|
| Arista Networks Com Shs (ANET) | 0.0 | $217k | NEW | 1.1k | 203.59 |
|
| Ishares Tr Rus Mid Cap Etf (IWR) | 0.0 | $216k | NEW | 2.0k | 106.71 |
|
| Phillips 66 (PSX) | 0.0 | $215k | -29% | 843.00 | 255.33 |
|
| Ge Vernova (GEV) | 0.0 | $213k | +25% | 224.00 | 950.57 |
|
| Capital Group Core Equity Et Shs Creat Unit (CGUS) | 0.0 | $212k | NEW | 4.8k | 44.50 |
|
| Pimco Etf Tr Shtrm Mun Bd Act (SMMU) | 0.0 | $212k | -28% | 4.3k | 49.40 |
|
| Dominion Resources (D) | 0.0 | $210k | NEW | 3.5k | 60.51 |
|
| Blackrock (BLK) | 0.0 | $210k | NEW | 198.00 | 1058.03 |
|
| Invesco Exch Traded Fd Tr Ii Rafi Emrgng Mrkt (PXH) | 0.0 | $209k | NEW | 7.2k | 29.07 |
|
| Marriott Intl Cl A (MAR) | 0.0 | $206k | NEW | 580.00 | 355.66 |
|
| Ishares Tr Msci Usa Mmentm (MTUM) | 0.0 | $202k | NEW | 635.00 | 317.34 |
|
| Vanguard Index Fds Mrngstr Sml Cap (VB) | 0.0 | $201k | NEW | 705.00 | 284.34 |
|
| Ford Motor Company (F) | 0.0 | $161k | -22% | 13k | 12.06 |
|
| Prospect Capital Corporation (PSEC) | 0.0 | $152k | NEW | 73k | 2.08 |
|
Past Filings by Gradient Investments
SEC 13F filings are viewable for Gradient Investments going back to 2011
- Gradient Investments 2026 Q3 filed Oct. 8, 2026
- Gradient Investments 2026 Q2 filed July 8, 2026
- Gradient Investments 2026 Q1 filed April 13, 2026
- 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