Gradient Investments
Latest statistics and disclosures from Gradient Investments's latest quarterly 13F-HR filing:
- Top 5 stock holdings are IGTR, SPLG, SPAB, IGIB, SPDW, and represent 18.46% of Gradient Investments's stock portfolio.
- Added to shares of these 10 stocks: Doubleline Etf Trust (+$90M), PRFD (+$65M), IGSB (+$52M), BJUN (+$49M), FTSM (+$40M), SPTL (+$32M), ICVT (+$29M), MEM (+$27M), TLT (+$26M), TLH (+$21M).
- Started 418 new stock positions in MDU, HRI, PDD, VBTX, EXTR, CF, ABC, LNTH, CBZ, IRBT.
- Reduced shares in these 10 stocks: IGTR (-$56M), SPTI (-$54M), GLDM (-$45M), SPLB (-$43M), SRVR (-$42M), PFFV (-$41M), IEMG (-$39M), SPIB (-$39M), SPMB (-$34M), AVGO (-$25M).
- Sold out of its positions in ABBNY, AVK, AGEN, AEO, AMKR, ARCB, BSY, BCX, BLDE, BOOT.
- Gradient Investments was a net buyer of stock by $81M.
- Gradient Investments has $3.9B in assets under management (AUM), dropping by 5.88%.
- Central Index Key (CIK): 0001542265
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Portfolio Holdings for Gradient Investments
Gradient Investments holds 1772 positions in its portfolio as reported in the June 2023 quarterly 13F filing
Gradient Investments has 1772 total positions. Only the first 250 positions are shown.
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- Download the Gradient Investments June 2023 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Innovator Etfs Tr Gradient Tactic (IGTR) | 5.7 | $223M | -20% | 9.8M | 22.69 |
|
| Spdr Ser Tr Portfolio S&p500 (SPLG) | 4.3 | $169M | 3.2M | 52.11 |
|
|
| Spdr Ser Tr Portfolio Agrgte (SPAB) | 3.3 | $128M | -5% | 5.1M | 25.37 |
|
| Ishares Tr Ishs 5-10yr Invt (IGIB) | 2.6 | $100M | -19% | 2.0M | 50.57 |
|
| Spdr Index Shs Fds Portfolio Devlpd (SPDW) | 2.5 | $97M | +18% | 3.0M | 32.54 |
|
| Doubleline Etf Trust Mortgage Etf | 2.3 | $90M | NEW | 1.8M | 49.42 |
|
| Janus Detroit Str Tr Henderson Mtg (JMBS) | 2.0 | $79M | +27% | 1.7M | 45.76 |
|
| Apple (AAPL) | 1.9 | $75M | +5% | 388k | 193.97 |
|
| Pimco Etf Tr Preferred And Cp (PRFD) | 1.9 | $73M | +804% | 1.6M | 46.65 |
|
| Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP) | 1.9 | $73M | +19% | 798k | 90.78 |
|
| Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 1.8 | $70M | 983k | 71.03 |
|
|
| J P Morgan Exchange Traded F Equity Premium (JEPI) | 1.7 | $65M | +45% | 1.2M | 55.33 |
|
| Innovator Etfs Tr Us Eqty Pwr Buf (PFEB) | 1.6 | $61M | +13% | 2.0M | 30.79 |
|
| Ishares Tr Ishs 1-5yr Invs (IGSB) | 1.3 | $52M | +230821% | 1.0M | 50.17 |
|
| Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) | 1.3 | $51M | +37% | 1.0M | 49.85 |
|
| Microsoft Corporation (MSFT) | 1.3 | $50M | -7% | 147k | 340.54 |
|
| Innovator Etfs Tr Us Eqty Bufr Jun (BJUN) | 1.3 | $49M | NEW | 1.5M | 33.55 |
|
| Amazon (AMZN) | 1.2 | $45M | -2% | 344k | 130.36 |
|
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 1.1 | $44M | -20% | 327k | 134.87 |
|
| Spdr Ser Tr Portfolio Ln Tsr (SPTL) | 1.0 | $41M | +368% | 1.4M | 29.90 |
|
| Alphabet Cap Stk Cl C (GOOG) | 1.0 | $41M | +4% | 335k | 120.97 |
|
| First Tr Exchange-traded First Tr Enh New (FTSM) | 1.0 | $40M | NEW | 668k | 59.41 |
|
| Ishares Core Msci Emkt (IEMG) | 1.0 | $38M | -50% | 779k | 49.29 |
|
| Goldman Sachs Etf Tr Future Consumer (GBUY) | 1.0 | $38M | 1.4M | 27.97 |
|
|
| UnitedHealth (UNH) | 0.9 | $37M | +6% | 76k | 480.64 |
|
| JPMorgan Chase & Co. (JPM) | 0.9 | $35M | 241k | 145.44 |
|
|
| Chevron Corporation (CVX) | 0.9 | $35M | 222k | 157.35 |
|
|
| Johnson & Johnson (JNJ) | 0.9 | $33M | +10% | 202k | 165.52 |
|
| Cigna Corp (CI) | 0.8 | $32M | +26% | 113k | 280.60 |
|
| Pimco Etf Tr 0-5 High Yield (HYS) | 0.8 | $31M | +136% | 334k | 91.19 |
|
| Target Corporation (TGT) | 0.8 | $30M | +27% | 230k | 131.90 |
|
| Goldman Sachs (GS) | 0.8 | $30M | -2% | 93k | 322.54 |
|
| Ishares Tr Conv Bd Etf (ICVT) | 0.7 | $29M | +247019% | 376k | 76.36 |
|
| Ssga Active Etf Tr Ult Sht Trm Bd (ULST) | 0.7 | $29M | +49% | 712k | 40.25 |
|
| Invesco Actively Managed Etf Ultra Shrt Dur (GSY) | 0.7 | $29M | +49% | 576k | 49.64 |
|
| Charles Schwab Corporation (SCHW) | 0.7 | $28M | +65% | 501k | 56.68 |
|
| Comcast Corp Cl A (CMCSA) | 0.7 | $28M | -4% | 665k | 41.55 |
|
| Medtronic SHS (MDT) | 0.7 | $28M | +10% | 313k | 88.10 |
|
| Nextera Energy (NEE) | 0.7 | $27M | +7% | 369k | 74.20 |
|
| Matthews Asia Fds Emer Mkts Equity (MEM) | 0.7 | $27M | NEW | 967k | 27.87 |
|
| Bank of America Corporation (BAC) | 0.7 | $27M | +14% | 935k | 28.69 |
|
| Automatic Data Processing (ADP) | 0.7 | $27M | +7% | 122k | 219.79 |
|
| Morgan Stanley Com New (MS) | 0.7 | $27M | +185% | 312k | 85.40 |
|
| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 0.7 | $26M | +21890% | 256k | 102.94 |
|
| Abbott Laboratories (ABT) | 0.7 | $26M | +6% | 241k | 109.02 |
|
| Blackstone Group Inc Com Cl A (BX) | 0.7 | $26M | +5% | 283k | 92.97 |
|
| Extra Space Storage (EXR) | 0.6 | $25M | +10% | 169k | 148.85 |
|
| Alexandria Real Estate Equities (ARE) | 0.6 | $25M | +9% | 221k | 113.49 |
|
| Bristol Myers Squibb (BMY) | 0.6 | $24M | +14% | 372k | 63.95 |
|
| Ishares Tr 10-20 Yr Trs Etf (TLH) | 0.5 | $21M | NEW | 188k | 110.77 |
|
| Exxon Mobil Corporation (XOM) | 0.5 | $21M | 191k | 107.25 |
|
|
| NVIDIA Corporation (NVDA) | 0.5 | $20M | -29% | 48k | 423.02 |
|
| World Gold Tr Spdr Gld Minis (GLDM) | 0.5 | $20M | -69% | 526k | 38.09 |
|
| Ishares Tr Us Br Del Se Etf (IAI) | 0.5 | $20M | NEW | 219k | 90.75 |
|
| Meta Platforms Cl A (META) | 0.5 | $19M | -21% | 67k | 286.98 |
|
| Home Depot (HD) | 0.5 | $18M | +4% | 58k | 310.64 |
|
| Paypal Holdings (PYPL) | 0.5 | $18M | +18% | 271k | 66.73 |
|
| Palo Alto Networks (PANW) | 0.5 | $18M | -7% | 71k | 255.51 |
|
| Oracle Corporation (ORCL) | 0.5 | $18M | -25% | 147k | 119.09 |
|
| Ball Corporation (BALL) | 0.5 | $18M | +2% | 301k | 58.21 |
|
| Ares Management Corporation Cl A Com Stk (ARES) | 0.5 | $18M | -12% | 182k | 96.35 |
|
| Broadridge Financial Solutions (BR) | 0.4 | $17M | +3% | 105k | 165.63 |
|
| Analog Devices (ADI) | 0.4 | $17M | -5% | 89k | 194.81 |
|
| AvalonBay Communities (AVB) | 0.4 | $17M | 92k | 189.27 |
|
|
| Intercontinental Exchange (ICE) | 0.4 | $17M | 153k | 113.08 |
|
|
| Dover Corporation (DOV) | 0.4 | $17M | 117k | 147.65 |
|
|
| Becton, Dickinson and (BDX) | 0.4 | $17M | 65k | 264.01 |
|
|
| Ameriprise Financial (AMP) | 0.4 | $17M | +3% | 51k | 332.16 |
|
| L3harris Technologies (LHX) | 0.4 | $17M | +21% | 87k | 195.77 |
|
| Starbucks Corporation (SBUX) | 0.4 | $17M | +3% | 171k | 99.06 |
|
| Air Products & Chemicals (APD) | 0.4 | $17M | +3% | 56k | 299.53 |
|
| United Parcel Service CL B (UPS) | 0.4 | $17M | +6% | 94k | 179.25 |
|
| Willis Towers Watson SHS (WTW) | 0.4 | $17M | +4% | 71k | 235.50 |
|
| Kenvue | 0.4 | $17M | NEW | 632k | 26.42 |
|
| Tractor Supply Company (TSCO) | 0.4 | $17M | +313666% | 75k | 221.10 |
|
| Constellation Brands Cl A (STZ) | 0.4 | $17M | 68k | 246.13 |
|
|
| Fifth Third Ban (FITB) | 0.4 | $17M | +31% | 632k | 26.21 |
|
| Raytheon Technologies Corp (RTX) | 0.4 | $17M | 169k | 97.96 |
|
|
| Cme (CME) | 0.4 | $17M | 89k | 185.29 |
|
|
| Union Pacific Corporation (UNP) | 0.4 | $17M | +5% | 81k | 204.62 |
|
| SYSCO Corporation (SYY) | 0.4 | $16M | +9% | 220k | 74.20 |
|
| Accenture Plc Ireland Shs Class A (ACN) | 0.4 | $16M | 53k | 308.58 |
|
|
| Wendy's/arby's Group (WEN) | 0.4 | $16M | NEW | 744k | 21.75 |
|
| American Tower Reit (AMT) | 0.4 | $16M | +10% | 82k | 193.94 |
|
| Advanced Micro Devices (AMD) | 0.4 | $16M | -5% | 140k | 113.91 |
|
| Chubb (CB) | 0.4 | $16M | +9% | 82k | 192.56 |
|
| CVS Caremark Corporation (CVS) | 0.4 | $16M | +26% | 226k | 69.13 |
|
| Ishares Tr 7-10 Yr Trsy Bd (IEF) | 0.4 | $16M | NEW | 162k | 96.60 |
|
| Genpact SHS (G) | 0.4 | $16M | NEW | 414k | 37.57 |
|
| Wal-Mart Stores (WMT) | 0.4 | $15M | 96k | 157.18 |
|
|
| Visa Com Cl A (V) | 0.4 | $15M | +6% | 63k | 237.48 |
|
| Procter & Gamble Company (PG) | 0.4 | $15M | 99k | 151.74 |
|
|
| Netflix (NFLX) | 0.4 | $15M | -24% | 33k | 440.49 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.4 | $14M | 42k | 341.00 |
|
|
| Servicenow (NOW) | 0.4 | $14M | -6% | 26k | 561.98 |
|
| Lowe's Companies (LOW) | 0.4 | $14M | +6% | 63k | 225.70 |
|
| Innovator Etfs Tr Us Eqty Bufr Feb (BFEB) | 0.4 | $14M | +14% | 411k | 34.17 |
|
| ConocoPhillips (COP) | 0.4 | $14M | -18% | 135k | 103.61 |
|
| Dex (DXCM) | 0.4 | $14M | +5% | 109k | 128.51 |
|
| Innovator Etfs Tr Us Sml Cp Pwr B (KJAN) | 0.4 | $14M | -40% | 428k | 31.98 |
|
| Innovator Etfs Tr Emrgng Mkt Jan (EJAN) | 0.3 | $13M | -22% | 465k | 28.38 |
|
| Global Payments (GPN) | 0.3 | $13M | +9% | 134k | 98.52 |
|
| Boston Scientific Corporation (BSX) | 0.3 | $13M | +2% | 242k | 54.09 |
|
| Iqvia Holdings (IQV) | 0.3 | $13M | 58k | 224.77 |
|
|
| Transunion (TRU) | 0.3 | $13M | +8% | 163k | 78.33 |
|
| Costco Wholesale Corporation (COST) | 0.3 | $12M | +7% | 23k | 538.38 |
|
| Broadcom (AVGO) | 0.3 | $12M | -66% | 14k | 867.40 |
|
| Innovator Etfs Tr Intrnl Dev Jan (IJAN) | 0.3 | $12M | +14% | 414k | 29.13 |
|
| First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE) | 0.3 | $12M | +4% | 730k | 15.97 |
|
| Global X Fds Glbl X Mlp Etf (MLPA) | 0.3 | $12M | -4% | 270k | 42.93 |
|
| United Rentals (URI) | 0.3 | $12M | +16% | 26k | 445.37 |
|
| Sensata Technologies Hldg Pl SHS (ST) | 0.3 | $11M | +7% | 255k | 44.99 |
|
| stock (SPLK) | 0.3 | $11M | -14% | 106k | 106.09 |
|
| Aptiv SHS (APTV) | 0.3 | $11M | +29% | 107k | 102.09 |
|
| O'reilly Automotive (ORLY) | 0.3 | $11M | +15% | 11k | 955.26 |
|
| Southwest Airlines (LUV) | 0.2 | $9.3M | -2% | 258k | 36.21 |
|
| Ecolab (ECL) | 0.2 | $9.0M | 48k | 186.69 |
|
|
| Coca-Cola Company (KO) | 0.2 | $8.6M | 144k | 60.22 |
|
|
| Vaneck Etf Trust Bdc Income Etf (BIZD) | 0.2 | $8.3M | 542k | 15.36 |
|
|
| Vaneck Etf Trust Clo Etf (CLOI) | 0.2 | $8.2M | -3% | 159k | 51.67 |
|
| Avery Dennison Corporation (AVY) | 0.2 | $8.1M | +17% | 47k | 171.80 |
|
| Equinix (EQIX) | 0.2 | $7.8M | -2% | 9.9k | 783.98 |
|
| First Tr Exchange-traded S&p Intl Divid (FID) | 0.2 | $7.7M | NEW | 504k | 15.38 |
|
| Waste Connections (WCN) | 0.2 | $7.6M | -6% | 53k | 142.93 |
|
| Mastercard Incorporated Cl A (MA) | 0.2 | $7.4M | 19k | 393.31 |
|
|
| Ishares Tr Ibonds 23 Trm Ts (IBTD) | 0.2 | $7.2M | -65% | 289k | 24.81 |
|
| Waste Management (WM) | 0.2 | $7.0M | +6% | 41k | 173.42 |
|
| Lockheed Martin Corporation (LMT) | 0.2 | $6.9M | -18% | 15k | 460.38 |
|
| Ishares Tr Ibonds 24 Trm Ts (IBTE) | 0.2 | $6.8M | -65% | 286k | 23.80 |
|
| Thermo Fisher Scientific (TMO) | 0.2 | $6.2M | +15% | 12k | 521.76 |
|
| Abrdn Platinum Etf Trust Physcl Platm Shs (PPLT) | 0.1 | $5.8M | +31% | 69k | 83.65 |
|
| Invesco Exch Trd Slf Idx Bulshs 2023 Cb (BSCN) | 0.1 | $5.6M | -64% | 262k | 21.17 |
|
| Invesco Exch Trd Slf Idx Bulshs 2024 Cb (BSCO) | 0.1 | $5.5M | -64% | 269k | 20.57 |
|
| Southwestern Energy Company (SWN) | 0.1 | $4.6M | +23% | 764k | 6.01 |
|
| Abrdn Silver Etf Trust Physcl Silvr Shs (SIVR) | 0.1 | $4.5M | +6% | 207k | 21.85 |
|
| Snap Cl A (SNAP) | 0.1 | $4.5M | +24% | 381k | 11.84 |
|
| Ishares Tr Msci Kld400 Soc (DSI) | 0.1 | $4.4M | -8% | 53k | 84.17 |
|
| Invesco Exch Traded Fd Tr Ii Kbw Hig Dv Yld (KBWD) | 0.1 | $4.3M | +5% | 274k | 15.63 |
|
| Shp Etf Trust Neos S&p 500 Hi (SPYI) | 0.1 | $4.2M | NEW | 84k | 49.64 |
|
| Fortinet (FTNT) | 0.1 | $4.2M | +424269% | 55k | 75.59 |
|
| Vaneck Etf Trust Durable Hgh Div (DURA) | 0.1 | $4.1M | NEW | 129k | 31.87 |
|
| Pacira Pharmaceuticals (PCRX) | 0.1 | $4.1M | +27% | 102k | 40.07 |
|
| Lpl Financial Holdings (LPLA) | 0.1 | $4.1M | +19% | 19k | 217.43 |
|
| Five Below (FIVE) | 0.1 | $4.0M | +4% | 21k | 196.54 |
|
| Invitation Homes (INVH) | 0.1 | $4.0M | +8% | 116k | 34.40 |
|
| Lululemon Athletica (LULU) | 0.1 | $3.9M | 10k | 378.48 |
|
|
| Texas Roadhouse (TXRH) | 0.1 | $3.9M | +4% | 35k | 112.28 |
|
| Shockwave Med (SWAV) | 0.1 | $3.8M | -16% | 13k | 285.41 |
|
| MercadoLibre (MELI) | 0.1 | $3.4M | -8% | 2.9k | 1184.60 |
|
| Ishares Gold Tr Ishares New (IAU) | 0.1 | $3.2M | -3% | 87k | 36.39 |
|
| Spdr Ser Tr S&p 500 Esg Etf (EFIV) | 0.1 | $3.1M | -8% | 71k | 43.05 |
|
| Ishares Tr Esg Aware Msci (ESML) | 0.1 | $2.9M | -6% | 81k | 35.52 |
|
| Ishares Tr Esg Awr Us Agrgt (EAGG) | 0.1 | $2.7M | +98% | 58k | 47.17 |
|
| Midwest Hldg Com New (MDWT) | 0.1 | $2.2M | 82k | 26.32 |
|
|
| Ishares Tr Ibonds 25 Trm Ts (IBTF) | 0.1 | $2.1M | -86% | 90k | 23.13 |
|
| F5 Networks (FFIV) | 0.1 | $2.1M | -10% | 14k | 146.26 |
|
| Sprott Physical Silver Tr Tr Unit (PSLV) | 0.1 | $2.1M | +5% | 263k | 7.79 |
|
| Goldman Sachs Etf Tr Just Us Lrg Cp (JUST) | 0.1 | $2.0M | -6% | 32k | 63.17 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.0 | $1.8M | +9% | 4.8k | 369.41 |
|
| McDonald's Corporation (MCD) | 0.0 | $1.7M | -4% | 5.7k | 298.39 |
|
| Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP) | 0.0 | $1.6M | -86% | 81k | 20.13 |
|
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.0 | $1.6M | +4% | 22k | 72.62 |
|
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.0 | $1.6M | 3.00 | 517810.00 |
|
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.0 | $1.6M | +77% | 3.5k | 443.28 |
|
| Abbvie (ABBV) | 0.0 | $1.5M | -25% | 11k | 134.73 |
|
| Tesla Motors (TSLA) | 0.0 | $1.5M | -36% | 5.8k | 261.77 |
|
| Ishares Tr Msci Lw Crb Tg (CRBN) | 0.0 | $1.5M | -6% | 9.6k | 156.39 |
|
| Hca Holdings (HCA) | 0.0 | $1.5M | 4.9k | 303.48 |
|
|
| Boeing Company (BA) | 0.0 | $1.5M | +3% | 7.1k | 211.17 |
|
| Us Bancorp Del Com New (USB) | 0.0 | $1.3M | 40k | 33.04 |
|
|
| Invesco Exch Trd Slf Idx Bulshs 2024 Hy (BSJO) | 0.0 | $1.3M | -64% | 58k | 22.48 |
|
| Pepsi (PEP) | 0.0 | $1.2M | 6.6k | 185.23 |
|
|
| Invesco Exch Trd Slf Idx Bulshs 2023 Hy (BSJN) | 0.0 | $1.2M | -56% | 50k | 23.51 |
|
| Amgen (AMGN) | 0.0 | $1.1M | 4.9k | 222.02 |
|
|
| Caterpillar (CAT) | 0.0 | $1.0M | +8% | 4.2k | 246.07 |
|
| At&t (T) | 0.0 | $1.0M | 64k | 15.95 |
|
|
| Sempra Energy (SRE) | 0.0 | $996k | -5% | 6.8k | 145.59 |
|
| Merck & Co (MRK) | 0.0 | $995k | +3% | 8.6k | 115.39 |
|
| Suncor Energy (SU) | 0.0 | $964k | -3% | 33k | 29.32 |
|
| AFLAC Incorporated (AFL) | 0.0 | $913k | -4% | 13k | 69.80 |
|
| Ishares Tr Esg Awre Usd Etf (SUSC) | 0.0 | $899k | 40k | 22.74 |
|
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.0 | $884k | +7% | 7.4k | 119.70 |
|
| Southern Company (SO) | 0.0 | $829k | 12k | 70.25 |
|
|
| Mccormick & Co Com Vtg (MKC.V) | 0.0 | $815k | 9.4k | 86.60 |
|
|
| Verizon Communications (VZ) | 0.0 | $801k | -6% | 22k | 37.19 |
|
| Pioneer Natural Resources (PXD) | 0.0 | $799k | +6% | 3.9k | 207.18 |
|
| Phillips 66 (PSX) | 0.0 | $796k | -8% | 8.3k | 95.38 |
|
| Spdr Ser Tr Portfolio Intrmd (SPIB) | 0.0 | $789k | -98% | 25k | 32.11 |
|
| Walt Disney Company (DIS) | 0.0 | $776k | 8.7k | 89.29 |
|
|
| Kroger (KR) | 0.0 | $771k | +5% | 16k | 47.00 |
|
| Pfizer (PFE) | 0.0 | $755k | 21k | 36.68 |
|
|
| Ishares Tr Core S&p500 Etf (IVV) | 0.0 | $755k | -6% | 1.7k | 445.61 |
|
| Duke Energy Corp Com New (DUK) | 0.0 | $752k | +2% | 8.4k | 89.74 |
|
| Global X Fds S&p 500 Catholic (CATH) | 0.0 | $726k | -5% | 13k | 54.44 |
|
| Spdr Ser Tr Nuveen Blmbrg Mu (TFI) | 0.0 | $721k | NEW | 16k | 46.16 |
|
| Spdr Ser Tr Spdr Msci Usa Ge (SHE) | 0.0 | $716k | -6% | 8.1k | 88.04 |
|
| Spdr Ser Tr Portfli Intrmdit (SPTI) | 0.0 | $672k | -98% | 24k | 28.29 |
|
| American Express Company (AXP) | 0.0 | $656k | -90% | 3.8k | 174.20 |
|
| Linde SHS (LIN) | 0.0 | $641k | +9% | 1.7k | 381.18 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.0 | $626k | +2% | 1.5k | 407.28 |
|
| Novartis Sponsored Adr (NVS) | 0.0 | $611k | -3% | 6.1k | 100.91 |
|
| Xcel Energy (XEL) | 0.0 | $610k | -7% | 9.8k | 62.17 |
|
| Wells Fargo & Company (WFC) | 0.0 | $608k | 14k | 42.68 |
|
|
| Marathon Petroleum Corp (MPC) | 0.0 | $607k | -8% | 5.2k | 116.60 |
|
| Dupont De Nemours (DD) | 0.0 | $593k | +10% | 8.3k | 71.44 |
|
| Schlumberger Com Stk (SLB) | 0.0 | $591k | -12% | 12k | 49.12 |
|
| Shell Spon Ads (SHEL) | 0.0 | $583k | 9.6k | 60.38 |
|
|
| First Tr Exchng Traded Fd Vi Skybridge Crypto (CRPT) | 0.0 | $577k | +161% | 95k | 6.10 |
|
| Honda Motor Amern Shs (HMC) | 0.0 | $569k | -3% | 19k | 30.31 |
|
| Honeywell International (HON) | 0.0 | $565k | -8% | 2.7k | 207.50 |
|
| Canadian Natural Resources (CNQ) | 0.0 | $557k | -10% | 9.9k | 56.26 |
|
| Spdr Ser Tr S&p Divid Etf (SDY) | 0.0 | $549k | +2% | 4.5k | 122.58 |
|
| Coca-cola Europacific Partne SHS (CCEP) | 0.0 | $546k | -4% | 8.5k | 64.43 |
|
| Marathon Oil Corporation (MRO) | 0.0 | $534k | 23k | 23.02 |
|
|
| CRH Adr (CRH) | 0.0 | $533k | -2% | 9.6k | 55.73 |
|
| Proshares Tr Bitcoin Strate (BITO) | 0.0 | $532k | +1505% | 31k | 16.98 |
|
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.0 | $532k | 5.3k | 100.93 |
|
|
| Amplify Etf Tr Blockchain Ldr (BLOK) | 0.0 | $530k | +163% | 23k | 22.75 |
|
| Novo-nordisk A S Adr (NVO) | 0.0 | $523k | -5% | 3.2k | 161.85 |
|
| Dow (DOW) | 0.0 | $523k | +4% | 9.8k | 53.26 |
|
| BP Sponsored Adr (BP) | 0.0 | $522k | -7% | 15k | 35.29 |
|
| salesforce (CRM) | 0.0 | $517k | +52% | 2.4k | 211.26 |
|
| Te Connectivity SHS (TEL) | 0.0 | $516k | 3.7k | 140.16 |
|
|
| Vanguard Index Fds Value Etf (VTV) | 0.0 | $510k | 3.6k | 142.10 |
|
|
| Astrazeneca Sponsored Adr (AZN) | 0.0 | $507k | -5% | 7.1k | 71.57 |
|
| Proshares Tr Metaverse Etf (VERS) | 0.0 | $507k | +160% | 13k | 39.34 |
|
| International Business Machines (IBM) | 0.0 | $507k | -4% | 3.8k | 133.80 |
|
| Hanover Insurance (THG) | 0.0 | $501k | 4.4k | 113.03 |
|
|
| Williams Companies (WMB) | 0.0 | $494k | -5% | 15k | 32.63 |
|
| Kellogg Company (K) | 0.0 | $487k | 7.2k | 67.40 |
|
|
| Canadian Natl Ry (CNI) | 0.0 | $484k | -3% | 4.0k | 121.09 |
|
| Philip Morris International (PM) | 0.0 | $480k | +2% | 4.9k | 97.62 |
|
| FedEx Corporation (FDX) | 0.0 | $479k | +43% | 1.9k | 247.93 |
|
| Sumitomo Mitsui Finl Group I Sponsored Adr (SMFG) | 0.0 | $478k | 56k | 8.60 |
|
|
| Barclays Adr (BCS) | 0.0 | $474k | NEW | 60k | 7.86 |
|
| Valero Energy Corporation (VLO) | 0.0 | $473k | 4.0k | 117.31 |
|
|
| Corteva (CTVA) | 0.0 | $471k | +10% | 8.2k | 57.30 |
|
| Innovator Etfs Tr Us Eqty Buf Sep (BSEP) | 0.0 | $471k | +258% | 14k | 34.45 |
|
| Relx Sponsored Adr (RELX) | 0.0 | $468k | -3% | 14k | 33.43 |
|
| Jack Henry & Associates (JKHY) | 0.0 | $457k | 2.7k | 167.33 |
|
|
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.0 | $452k | +73% | 2.9k | 157.83 |
|
| Cibc Cad (CM) | 0.0 | $450k | 11k | 42.68 |
|
|
| Bank Of Montreal Cadcom (BMO) | 0.0 | $445k | 4.9k | 90.31 |
|
|
| Mayville Engineering (MEC) | 0.0 | $445k | +56% | 36k | 12.46 |
|
| Toronto Dominion Bk Ont Com New (TD) | 0.0 | $439k | 7.1k | 62.01 |
|
|
| Walgreen Boots Alliance (WBA) | 0.0 | $436k | 15k | 28.49 |
|
|
| MDU Resources (MDU) | 0.0 | $430k | NEW | 21k | 20.94 |
|
| Bce Com New (BCE) | 0.0 | $425k | -3% | 9.3k | 45.59 |
|
| Vanguard Specialized Funds Div App Etf (VIG) | 0.0 | $420k | -5% | 2.6k | 162.44 |
|
| Spdr Gold Tr Gold Shs (GLD) | 0.0 | $419k | +12% | 2.3k | 178.27 |
|
Past Filings by Gradient Investments
SEC 13F filings are viewable for Gradient Investments going back to 2011
- 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
- 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