Gradient Investments
Latest statistics and disclosures from Gradient Investments's latest quarterly 13F-HR filing:
- Top 5 stock holdings are SPYM, NVDA, DMBS, AAPL, AMZN, and represent 14.13% of Gradient Investments's stock portfolio.
- Added to shares of these 10 stocks: XTEN (+$48M), SPIB (+$46M), XTWY (+$44M), NVDA (+$44M), Innovator Etfs Trust (+$43M), AGGH (+$38M), FOXY (+$35M), AIS (+$34M), CRWD (+$34M), JANB (+$28M).
- Started 60 new stock positions in ORKA, AYI, CRWD, RBA, Innovator Etfs Trust, DE, DTM, LHX, FOXY, NJUN.
- Reduced shares in these 10 stocks: XFIV (-$46M), XTRE (-$45M), IGIB (-$40M), DDTL (-$39M), NAUG (-$36M), SPAB (-$35M), BTCO (-$32M), JULT (-$26M), ISEP (-$26M), ARKW (-$25M).
- Sold out of its positions in ARKW, JULT, CTRA, GUSH, JKHY, HLT, Honeywell International, BAPR, NAUG, KAUG.
- Gradient Investments was a net buyer of stock by $299M.
- Gradient Investments has $7.2B in assets under management (AUM), dropping by 12.28%.
- 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 448 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Spdr Series Trust St Str P500etf (SPYM) | 5.4 | $393M | +6% | 4.5M | 87.88 |
|
| NVIDIA Corporation (NVDA) | 2.7 | $192M | +29% | 960k | 200.09 |
|
| Doubleline Etf Trust Mortgage Etf (DMBS) | 2.1 | $151M | 3.1M | 49.09 |
|
|
| Apple (AAPL) | 2.0 | $145M | 502k | 289.36 |
|
|
| Amazon (AMZN) | 2.0 | $142M | -3% | 597k | 238.34 |
|
| American Centy Etf Tr Intl Eqt Etf (AVDE) | 1.8 | $129M | +2% | 1.4M | 89.20 |
|
| Alphabet Cap Stk Cl C (GOOG) | 1.7 | $122M | -5% | 345k | 353.33 |
|
| Janus Detroit Str Tr Henderson Mtg (JMBS) | 1.7 | $121M | +14% | 2.7M | 44.99 |
|
| World Gold Tr Spdr Gld Minis (GLDM) | 1.7 | $121M | -6% | 1.5M | 79.42 |
|
| Aim Etf Products Trust Allianzim Us Equ (SEPU) | 1.7 | $120M | +14% | 3.9M | 31.07 |
|
| Microsoft Corporation (MSFT) | 1.6 | $114M | -4% | 305k | 373.02 |
|
| Spdr Index Shs Fds St Str Po Ex Etf (SPDW) | 1.6 | $112M | 2.2M | 50.39 |
|
|
| Columbia Etf Tr I Resh Enhnc Cor (RECS) | 1.4 | $104M | +3% | 2.4M | 43.28 |
|
| American Centy Etf Tr Avantis Emgmkt (AVEM) | 1.4 | $100M | -9% | 1.0M | 96.49 |
|
| Ishares U S Etf Tr U.s. Tech Indepd (IETC) | 1.3 | $92M | +18% | 858k | 107.35 |
|
| Bondbloxx Etf Trust Bloomberg Ten Yr (XTEN) | 1.2 | $87M | +121% | 1.9M | 45.58 |
|
| Meta Platforms Cl A (META) | 1.1 | $83M | +3% | 147k | 563.29 |
|
| Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) | 1.1 | $83M | -2% | 273k | 302.97 |
|
| Broadcom (AVGO) | 1.1 | $78M | +8% | 205k | 377.75 |
|
| Goldman Sachs (GS) | 1.0 | $72M | 71k | 1011.37 |
|
|
| Bondbloxx Etf Trust Bloomberg Seven (XSVN) | 1.0 | $70M | +38% | 1.5M | 47.27 |
|
| JPMorgan Chase & Co. (JPM) | 0.9 | $67M | +6% | 206k | 327.33 |
|
| Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) | 0.9 | $67M | -5% | 1.3M | 50.49 |
|
| Morgan Stanley Com New (MS) | 0.9 | $67M | -2% | 319k | 209.04 |
|
| Lam Research Corp Com New (LRCX) | 0.9 | $65M | +4% | 150k | 433.33 |
|
| Pimco Etf Tr Preferred And Cp (PRFD) | 0.9 | $62M | +7% | 1.2M | 51.35 |
|
| American Centy Etf Tr Us Eqt Etf (AVUS) | 0.9 | $62M | +35% | 484k | 128.08 |
|
| Doubleline Etf Trust Asse Ba Secs Etf (DABS) | 0.8 | $61M | -2% | 1.2M | 50.68 |
|
| Palo Alto Networks (PANW) | 0.8 | $60M | -2% | 175k | 341.02 |
|
| Spdr Series Trust St Str Aggre Etf (SPAB) | 0.8 | $60M | -36% | 2.3M | 25.52 |
|
| UnitedHealth (UNH) | 0.8 | $58M | -7% | 140k | 415.63 |
|
| Neos Etf Trust Neos S&p 500 Hi (SPYI) | 0.8 | $57M | +4% | 1.1M | 53.09 |
|
| Aim Etf Products Trust Allianzim Us Eqt (FEBT) | 0.8 | $57M | 1.4M | 41.14 |
|
|
| Select Sector Spdr Tr St Str Finl Etf (XLF) | 0.8 | $56M | +14% | 1.0M | 53.61 |
|
| Bondbloxx Etf Trust Bbb Rated 1 5 Ye (BBBS) | 0.8 | $54M | -3% | 1.1M | 51.05 |
|
| Chevron Corporation (CVX) | 0.7 | $54M | +5% | 325k | 165.76 |
|
| Invesco Actively Managed Exc Ultra Shrt Dur (GSY) | 0.7 | $52M | -5% | 1.0M | 50.15 |
|
| Angel Oak Funds Trust Oak Ultrashort (UYLD) | 0.7 | $52M | -5% | 1.0M | 51.01 |
|
| Ishares Tr National Mun Etf (MUB) | 0.7 | $51M | +31% | 475k | 107.62 |
|
| Target Corporation (TGT) | 0.7 | $50M | -10% | 382k | 130.61 |
|
| Innovator Etfs Trust Gradient Tactic (IGTR) | 0.7 | $50M | -6% | 1.5M | 33.97 |
|
| Eaton Corp SHS (ETN) | 0.7 | $50M | +5% | 116k | 426.12 |
|
| Visa Com Cl A (V) | 0.6 | $47M | +9% | 137k | 343.09 |
|
| Spdr Series Trust St Inter Bd Etf (SPIB) | 0.6 | $46M | +8222% | 1.4M | 33.46 |
|
| Coca-Cola Company (KO) | 0.6 | $46M | 563k | 81.27 |
|
|
| United Rentals (URI) | 0.6 | $45M | +7% | 40k | 1132.89 |
|
| Bondbloxx Etf Trust Bloo Twen Us Etf (XTWY) | 0.6 | $44M | NEW | 1.2M | 37.53 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 0.6 | $44M | +4% | 59k | 748.89 |
|
| Wal-Mart Stores (WMT) | 0.6 | $44M | 388k | 113.26 |
|
|
| First Tr Exchange-traded First Tr Enh New (FTSM) | 0.6 | $44M | +10% | 734k | 59.73 |
|
| Spdr Series Trust St Inter Etf (SPTI) | 0.6 | $44M | +14% | 1.5M | 28.39 |
|
| Innovator Etfs Trust Eqty Dul Dirct15 | 0.6 | $43M | NEW | 2.2M | 19.39 |
|
| Spdr Series Trust St Str Blo 1 Etf (BIL) | 0.6 | $42M | 458k | 91.64 |
|
|
| Amphenol Corp Cl A (APH) | 0.6 | $41M | +13% | 230k | 176.32 |
|
| Bank of America Corporation (BAC) | 0.6 | $40M | 708k | 56.98 |
|
|
| Procter & Gamble Company (PG) | 0.5 | $39M | +6% | 267k | 146.64 |
|
| Medtronic SHS (MDT) | 0.5 | $39M | +3% | 497k | 78.23 |
|
| Johnson & Johnson (JNJ) | 0.5 | $39M | +9% | 153k | 253.97 |
|
| Simplify Exchange Traded Fun Aggregate Bd Etf (AGGH) | 0.5 | $38M | NEW | 1.9M | 20.17 |
|
| Simplify Exchange Traded Fun Curre Strat Etf (FOXY) | 0.5 | $35M | NEW | 1.2M | 29.79 |
|
| Vaneck Etf Trust Morn Smid Mo Etf (SMOT) | 0.5 | $35M | +4% | 906k | 38.86 |
|
| Amplify Etf Tr Block Techn Etf (BLOK) | 0.5 | $35M | +6% | 552k | 62.63 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.5 | $34M | -16% | 69k | 500.39 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.5 | $34M | +29% | 96k | 357.37 |
|
| Tidal Trust Iii Vist Arti In Etf (AIS) | 0.5 | $34M | NEW | 396k | 85.31 |
|
| Crowdstrike Hldgs Cl A (CRWD) | 0.5 | $34M | NEW | 44k | 763.14 |
|
| McDonald's Corporation (MCD) | 0.5 | $33M | -2% | 123k | 270.31 |
|
| Eli Lilly & Co. (LLY) | 0.5 | $33M | +39% | 27k | 1199.43 |
|
| Quanta Services (PWR) | 0.4 | $32M | -11% | 45k | 720.04 |
|
| Lowe's Companies (LOW) | 0.4 | $31M | 139k | 220.49 |
|
|
| Starbucks Corporation (SBUX) | 0.4 | $30M | -4% | 295k | 102.19 |
|
| ConocoPhillips (COP) | 0.4 | $29M | +10% | 282k | 103.96 |
|
| Martin Marietta Materials (MLM) | 0.4 | $29M | +18% | 50k | 576.70 |
|
| Etf Ser Solutions Aptus Jan Buffer (JANB) | 0.4 | $28M | NEW | 1.0M | 27.23 |
|
| Innovator Etfs Trust Innovator Gw 100 (NJUN) | 0.4 | $28M | NEW | 861k | 32.86 |
|
| Neos Etf Trust Neos Enh Inc 1-3 (CSHI) | 0.4 | $28M | +10% | 565k | 49.81 |
|
| Southwest Airlines (LUV) | 0.4 | $28M | +19% | 540k | 51.42 |
|
| Tidal Trust Ii Roundhill Gener (CHAT) | 0.4 | $28M | -24% | 279k | 98.68 |
|
| Etf Ser Solutions Defia Quant Etf (QTUM) | 0.4 | $27M | -14% | 165k | 165.38 |
|
| Asml Hldg Nv N Y Registry Shs (ASML) | 0.4 | $27M | -7% | 14k | 1989.44 |
|
| Bondbloxx Etf Trust Bloomberg Fve Yr (XFIV) | 0.4 | $27M | -63% | 550k | 48.68 |
|
| First Tr Exchng Traded Fd Vi Skyb Cry Ind Etf (CRPT) | 0.4 | $27M | +8% | 2.3M | 11.36 |
|
| Nextera Energy (NEE) | 0.4 | $26M | +21% | 301k | 87.77 |
|
| Bondbloxx Etf Trust Priva Cr Clo Etf (PCMM) | 0.4 | $26M | -33% | 526k | 49.88 |
|
| Innovator Etfs Trust Innovator Deepw (LOUP) | 0.4 | $26M | -8% | 264k | 98.56 |
|
| Ssga Active Tr State Street Ig (PRIV) | 0.4 | $26M | +14% | 1.0M | 25.18 |
|
| Costco Wholesale Corporation (COST) | 0.4 | $26M | +8% | 28k | 935.46 |
|
| Servicenow (NOW) | 0.4 | $26M | +39% | 260k | 99.28 |
|
| Innovator Etfs Trust Innovator Intl D (IMAR) | 0.4 | $26M | NEW | 842k | 30.45 |
|
| Dex (DXCM) | 0.3 | $25M | +16% | 373k | 67.35 |
|
| Spdr Series Trust St Lon Treas Etf (SPTL) | 0.3 | $25M | +19% | 954k | 26.23 |
|
| Kla Corp Com New (KLAC) | 0.3 | $25M | +868% | 82k | 301.71 |
|
| Equinix (EQIX) | 0.3 | $24M | 23k | 1042.38 |
|
|
| Global X Fds Glbl X Mlp Etf (MLPA) | 0.3 | $23M | +3% | 436k | 53.08 |
|
| Ecolab (ECL) | 0.3 | $22M | -14% | 80k | 278.61 |
|
| Key (KEY) | 0.3 | $22M | 960k | 23.05 |
|
|
| Waste Connections (WCN) | 0.3 | $22M | -8% | 133k | 166.69 |
|
| Texas Instruments Incorporated (TXN) | 0.3 | $22M | -3% | 74k | 298.07 |
|
| Extra Space Storage (EXR) | 0.3 | $22M | -7% | 150k | 145.30 |
|
| Rockwell Automation (ROK) | 0.3 | $22M | -7% | 44k | 495.08 |
|
| Cisco Systems (CSCO) | 0.3 | $22M | 184k | 117.46 |
|
|
| Cintas Corporation (CTAS) | 0.3 | $22M | +21% | 127k | 170.08 |
|
| Abbott Laboratories (ABT) | 0.3 | $21M | -34% | 236k | 90.74 |
|
| Paypal Holdings (PYPL) | 0.3 | $21M | +14% | 492k | 43.18 |
|
| Proshares Tr DJ BRKFLD GLB (TOLZ) | 0.3 | $21M | +4% | 356k | 59.27 |
|
| Citigroup Com New (C) | 0.3 | $21M | 150k | 139.96 |
|
|
| TJX Companies (TJX) | 0.3 | $21M | +5% | 136k | 151.50 |
|
| Astrazeneca Ord (AZN) | 0.3 | $21M | +3% | 108k | 189.61 |
|
| Doubleline Etf Trust Commercial Real (DCRE) | 0.3 | $20M | +14% | 392k | 51.80 |
|
| Spdr Series Trust St Sho Treas Etf (SPTS) | 0.3 | $20M | +12% | 695k | 29.01 |
|
| J P Morgan Exchange Traded F Betabuildrs Us (BBUS) | 0.3 | $20M | 149k | 134.72 |
|
|
| Boston Scientific Corporation (BSX) | 0.3 | $20M | +82% | 468k | 42.68 |
|
| M/I Homes (MHO) | 0.3 | $20M | 122k | 160.79 |
|
|
| Abbvie (ABBV) | 0.3 | $20M | +5% | 78k | 251.64 |
|
| Cohen & Steers Etf Trust Natural Res Acti (CSNR) | 0.3 | $20M | -7% | 585k | 33.40 |
|
| Exxon Mobil Corporation (XOM) | 0.3 | $19M | 142k | 136.72 |
|
|
| Baker Hughes Company Cl A (BKR) | 0.3 | $19M | -12% | 345k | 55.50 |
|
| Intuitive Surgical Com New (ISRG) | 0.3 | $19M | +29% | 48k | 397.68 |
|
| Synopsys (SNPS) | 0.3 | $19M | 42k | 446.07 |
|
|
| Edison International (EIX) | 0.3 | $19M | 251k | 74.45 |
|
|
| Netflix (NFLX) | 0.3 | $19M | -23% | 259k | 71.40 |
|
| J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) | 0.3 | $18M | +30% | 357k | 51.00 |
|
| EOG Resources (EOG) | 0.2 | $17M | 131k | 129.73 |
|
|
| Altria (MO) | 0.2 | $17M | 235k | 71.95 |
|
|
| Us Bancorp Com New (USB) | 0.2 | $17M | 279k | 60.40 |
|
|
| Illinois Tool Works (ITW) | 0.2 | $17M | +3% | 62k | 270.47 |
|
| Allstate Corporation (ALL) | 0.2 | $17M | 70k | 237.94 |
|
|
| Home Depot (HD) | 0.2 | $17M | +21% | 47k | 352.68 |
|
| American Electric Power Company (AEP) | 0.2 | $17M | 121k | 136.81 |
|
|
| Amgen (AMGN) | 0.2 | $16M | 45k | 362.12 |
|
|
| Kinder Morgan (KMI) | 0.2 | $16M | 498k | 31.97 |
|
|
| Tractor Supply Company (TSCO) | 0.2 | $16M | NEW | 493k | 31.61 |
|
| Jefferies Finl Group (JEF) | 0.2 | $15M | +2% | 309k | 49.98 |
|
| Raytheon Technologies Corp (RTX) | 0.2 | $15M | +4% | 81k | 189.73 |
|
| Vaneck Bitcoin Etf Sh Ben Int (HODL) | 0.2 | $15M | +47% | 922k | 16.61 |
|
| Smucker J M Com New (SJM) | 0.2 | $15M | +3% | 135k | 112.50 |
|
| United Parcel Svcs CL B (UPS) | 0.2 | $15M | +2% | 139k | 107.50 |
|
| Wells Fargo & Company (WFC) | 0.2 | $15M | +4% | 180k | 82.64 |
|
| Alexandria Real Estate Equities (ARE) | 0.2 | $15M | +5% | 277k | 52.85 |
|
| Vaneck Etf Trust Clo Etf (CLOI) | 0.2 | $15M | +2% | 275k | 52.95 |
|
| Prudential Financial (PRU) | 0.2 | $14M | +3% | 134k | 107.93 |
|
| Innovator Etfs Trust Us Sm Ca Pwr May (KMAY) | 0.2 | $14M | NEW | 475k | 30.38 |
|
| International Business Machines (IBM) | 0.2 | $14M | +6% | 51k | 281.21 |
|
| Innovator Etfs Trust Emrgng Mkt April (EAPR) | 0.2 | $14M | 430k | 32.91 |
|
|
| Lyondellbasell Industries Nv Shs - A - (LYB) | 0.2 | $14M | 269k | 52.65 |
|
|
| Kraft Heinz (KHC) | 0.2 | $14M | +3% | 597k | 23.62 |
|
| Ea Series Trust Alpha Arch 1-3 (BOXX) | 0.2 | $14M | +30% | 117k | 117.09 |
|
| Huntington Ingalls Inds (HII) | 0.2 | $14M | +14% | 49k | 279.89 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.2 | $14M | +23% | 18k | 736.38 |
|
| Abrdn Palladium Etf Trust Physical Palladm (PALL) | 0.2 | $13M | +378% | 576k | 22.08 |
|
| Neos Etf Trust Mlp En In Hi Etf (MLPI) | 0.2 | $12M | +3% | 222k | 55.02 |
|
| Spdr Series Trust St Str P400mid (SPMD) | 0.2 | $12M | +35% | 175k | 67.56 |
|
| Tema Etf Trust Space Innov Etf (NASA) | 0.1 | $11M | NEW | 347k | 30.38 |
|
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.1 | $9.0M | -11% | 305k | 29.43 |
|
| Neos Etf Trust Russ 2000 Hi Etf (IWMI) | 0.1 | $8.9M | 166k | 53.52 |
|
|
| Calamos Etf Tr Autoc Incom Etf (CAIE) | 0.1 | $8.5M | 314k | 27.21 |
|
|
| Neos Etf Trust Real Est Hig Etf (IYRI) | 0.1 | $8.2M | +2% | 167k | 49.11 |
|
| Series Portfolios Tr Eldridge Bbb B (CLOZ) | 0.1 | $8.0M | +2% | 303k | 26.42 |
|
| Amplify Etf Tr Cows Cov Cal Etf (HCOW) | 0.1 | $8.0M | +3% | 338k | 23.65 |
|
| Invesco Exch Traded Fd Tr Ii Kbw Hig Dv Yld (KBWD) | 0.1 | $8.0M | +2% | 642k | 12.42 |
|
| Pimco Etf Tr Sr Ln Active Etf (LONZ) | 0.1 | $7.9M | +3% | 160k | 49.31 |
|
| First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE) | 0.1 | $7.8M | +3% | 437k | 17.88 |
|
| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 0.1 | $7.3M | +2% | 15k | 477.57 |
|
| Intercontinental Hotels Grou Sponsored Ads (IHG) | 0.1 | $6.7M | +4% | 39k | 173.12 |
|
| Dimensional Etf Trust Us Equi Mark Etf (DFUS) | 0.1 | $6.7M | -11% | 82k | 81.94 |
|
| Cibc Cad (CM) | 0.1 | $6.7M | +2% | 58k | 115.00 |
|
| Rbc Cad (RY) | 0.1 | $6.7M | +3% | 32k | 206.97 |
|
| Ubs Group SHS (UBS) | 0.1 | $6.6M | +4% | 133k | 49.56 |
|
| Ishares Tr Esg Msci Kld Etf (DSI) | 0.1 | $6.4M | +3% | 45k | 142.39 |
|
| Suncor Energy (SU) | 0.1 | $6.4M | +2% | 119k | 53.68 |
|
| Canadian Natl Ry (CNI) | 0.1 | $6.4M | +4% | 54k | 119.24 |
|
| Orix Corp Sponsored Adr (IX) | 0.1 | $6.3M | +4% | 165k | 38.04 |
|
| Lockheed Martin Corporation (LMT) | 0.1 | $6.2M | 12k | 509.46 |
|
|
| Natwest Group Spons Adr (NWG) | 0.1 | $6.2M | +5% | 350k | 17.63 |
|
| Sk Telecom Sponsored Adr (SKM) | 0.1 | $6.1M | 191k | 32.16 |
|
|
| Barclays Adr (BCS) | 0.1 | $6.1M | +6% | 228k | 26.86 |
|
| Linde SHS (LIN) | 0.1 | $6.1M | +3% | 12k | 518.95 |
|
| Lloyds Banking Group Sponsored Adr (LYG) | 0.1 | $6.1M | +5% | 1.0M | 5.83 |
|
| HSBC HLDGS Spon Adr New (HSBC) | 0.1 | $6.0M | +4% | 64k | 95.09 |
|
| Ing Groep Sponsored Adr (ING) | 0.1 | $6.0M | +5% | 192k | 31.38 |
|
| Mitsubishi Ufj Financial Gro Sponsored Ads (MUFG) | 0.1 | $6.0M | +5% | 302k | 19.89 |
|
| Sumitomo Mitsui Fin Grp Sponsored Adr (SMFG) | 0.1 | $5.9M | +6% | 251k | 23.58 |
|
| Equinor Asa Sponsored Adr (EQNR) | 0.1 | $5.9M | 188k | 31.40 |
|
|
| Coca-cola Europacific Partne SHS (CCEP) | 0.1 | $5.9M | +5% | 59k | 100.07 |
|
| Novartis Sponsored Adr (NVS) | 0.1 | $5.8M | +6% | 37k | 156.72 |
|
| Aercap Holdings Nv SHS (AER) | 0.1 | $5.8M | +5% | 40k | 145.78 |
|
| Mizuho Financial Group Sponsored Adr (MFG) | 0.1 | $5.7M | +6% | 599k | 9.58 |
|
| Companhia De Saneamento Basi Sponsored Adr (SBS) | 0.1 | $5.7M | +423% | 985k | 5.78 |
|
| Amcor Com New (AMCR) | 0.1 | $5.7M | +14% | 131k | 43.35 |
|
| Shell Spon Ads (SHEL) | 0.1 | $5.7M | +4% | 73k | 77.54 |
|
| Nomura Hldgs Sponsored Adr (NMR) | 0.1 | $5.6M | +7% | 639k | 8.78 |
|
| Kb Finl Group Sponsored Adr (KB) | 0.1 | $5.6M | +5% | 53k | 104.96 |
|
| Coca-cola Femsa Sab De Cv Spons Ads Rep (KOF) | 0.1 | $5.5M | +6% | 52k | 106.25 |
|
| Deutsche Bk Namen Akt (DB) | 0.1 | $5.4M | +7% | 161k | 33.76 |
|
| National Grid Sponsored Adr Ne (NGG) | 0.1 | $5.4M | +6% | 65k | 82.87 |
|
| Ishares Gold Tr Ishares New (IAU) | 0.1 | $5.3M | -6% | 71k | 75.51 |
|
| Embraer Sponsored Ads (EMBJ) | 0.1 | $5.3M | +9% | 84k | 63.80 |
|
| Humana (HUM) | 0.1 | $5.3M | -31% | 13k | 397.22 |
|
| Jd.com Spon Ads Cl A (JD) | 0.1 | $5.2M | +5% | 205k | 25.48 |
|
| Unilever Spon Adr New (UL) | 0.1 | $5.2M | +12% | 86k | 60.12 |
|
| Vanguard Whitehall Fds Intl High Etf (VYMI) | 0.1 | $5.1M | NEW | 52k | 98.20 |
|
| Te Connectivity Ord Shs (TEL) | 0.1 | $5.1M | +6% | 25k | 201.61 |
|
| CRH Ord (CRH) | 0.1 | $5.0M | +8% | 47k | 107.00 |
|
| Vodafone Group Sponsored Adr (VOD) | 0.1 | $5.0M | +5% | 375k | 13.22 |
|
| Prudential Adr (PUK) | 0.1 | $5.0M | +7% | 185k | 26.81 |
|
| Ishares Tr Rus Tp200 Gr Etf (IWY) | 0.1 | $4.8M | +9% | 17k | 290.62 |
|
| Pinnacle Finl Partners (PNFP) | 0.1 | $4.7M | +10% | 46k | 100.88 |
|
| Spdr Series Trust Spdr S&p 500 Esg (EFIV) | 0.1 | $4.2M | +3% | 58k | 72.93 |
|
| Ishares Tr Esg Aware Msci (ESML) | 0.1 | $4.2M | +3% | 75k | 55.93 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.1 | $4.1M | 53k | 77.11 |
|
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.1 | $3.9M | 11k | 370.03 |
|
|
| Iron Mountain (IRM) | 0.1 | $3.7M | +11% | 30k | 126.31 |
|
| Alibaba Group Hldg Sponsored Ads (BABA) | 0.1 | $3.7M | +12% | 38k | 95.98 |
|
| Hldgs (UAL) | 0.1 | $3.7M | -3% | 27k | 135.99 |
|
| Ulta Salon, Cosmetics & Fragrance (ULTA) | 0.0 | $3.6M | 7.9k | 450.98 |
|
|
| O'reilly Automotive (ORLY) | 0.0 | $3.5M | -2% | 39k | 92.09 |
|
| Tesla Motors (TSLA) | 0.0 | $3.5M | +2% | 8.4k | 420.60 |
|
| Park Hotels & Resorts Inc-wi (PK) | 0.0 | $3.5M | +11% | 247k | 14.25 |
|
| Chesapeake Energy Corp (EXE) | 0.0 | $3.5M | +8% | 38k | 91.19 |
|
| Global Payments (GPN) | 0.0 | $3.3M | +156% | 46k | 72.56 |
|
| Lpl Financial Holdings (LPLA) | 0.0 | $3.3M | +7% | 12k | 281.67 |
|
| Fluor Corporation (FLR) | 0.0 | $3.2M | +10% | 62k | 52.39 |
|
| Ishares Tr Ibonds 26 Trm Ts (IBTG) | 0.0 | $3.2M | -4% | 141k | 22.89 |
|
| Okta Cl A (OKTA) | 0.0 | $3.2M | +2% | 24k | 136.45 |
|
| Clean Harbors (CLH) | 0.0 | $3.2M | +5% | 11k | 298.75 |
|
| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 0.0 | $3.2M | +104% | 95k | 33.29 |
|
| Ishares Tr Ibonds 27 Trm Ts (IBTH) | 0.0 | $3.1M | -4% | 139k | 22.37 |
|
| Glacier Ban (GBCI) | 0.0 | $3.0M | 59k | 51.58 |
|
|
| Fortinet (FTNT) | 0.0 | $3.0M | -6% | 20k | 153.62 |
|
| Cubesmart (CUBE) | 0.0 | $3.0M | +14% | 75k | 39.77 |
|
| Bwx Technologies (BWXT) | 0.0 | $3.0M | +9% | 15k | 194.65 |
|
| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 0.0 | $3.0M | +4% | 4.0k | 746.80 |
|
| Dover Corporation (DOV) | 0.0 | $2.9M | +10% | 13k | 224.28 |
|
| American Airls (AAL) | 0.0 | $2.8M | NEW | 157k | 18.07 |
|
| Textron (TXT) | 0.0 | $2.8M | +11% | 31k | 91.73 |
|
| Goldman Sachs Etf Tr Just Us Lrg Cp (JUST) | 0.0 | $2.8M | +3% | 26k | 106.70 |
|
| Acuity Brands (AYI) | 0.0 | $2.8M | NEW | 7.3k | 376.66 |
|
| Coherent Corp (COHR) | 0.0 | $2.6M | -3% | 6.6k | 394.47 |
|
| AGCO Corporation (AGCO) | 0.0 | $2.6M | +9% | 22k | 119.70 |
|
| Casella Waste Sys Cl A (CWST) | 0.0 | $2.6M | +3% | 27k | 96.97 |
|
| Microchip Technology (MCHP) | 0.0 | $2.6M | -16% | 28k | 91.20 |
|
| Sprott Asset Management Physical Silver (PSLV) | 0.0 | $2.5M | -24% | 135k | 18.87 |
|
| Ssga Active Tr State Street My (MYCF) | 0.0 | $2.5M | -4% | 100k | 25.07 |
|
| Ssga Active Tr State Street My (MYCG) | 0.0 | $2.5M | -4% | 100k | 24.99 |
|
| Astera Labs (ALAB) | 0.0 | $2.5M | +13% | 5.1k | 483.02 |
|
| Affiliated Managers (AMG) | 0.0 | $2.4M | -26% | 7.1k | 338.40 |
|
| East West Ban (EWBC) | 0.0 | $2.4M | +10% | 19k | 129.09 |
|
| Associated Banc- (ASB) | 0.0 | $2.4M | +11% | 77k | 30.77 |
|
| Expedia Group Com New (EXPE) | 0.0 | $2.4M | +14% | 9.2k | 255.88 |
|
| Dick's Sporting Goods (DKS) | 0.0 | $2.3M | NEW | 10k | 226.81 |
|
| Vaneck Etf Trust Vaneck Shrt Muni (SMB) | 0.0 | $2.3M | 135k | 17.35 |
|
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.0 | $2.3M | +7% | 3.4k | 686.79 |
|
| CenterPoint Energy (CNP) | 0.0 | $2.3M | +16% | 53k | 44.04 |
|
| On Hldg Namen Akt A (ONON) | 0.0 | $2.3M | +13% | 65k | 35.42 |
|
| Cooper Cos (COO) | 0.0 | $2.3M | -22% | 32k | 71.71 |
|
| Mongodb Cl A (MDB) | 0.0 | $2.3M | -16% | 6.8k | 335.90 |
|
| Five Below (FIVE) | 0.0 | $2.3M | -6% | 13k | 179.79 |
|
| Vistra Energy (VST) | 0.0 | $2.2M | +35% | 14k | 158.63 |
|
| Check Point Software Tech Lt Ord (CHKP) | 0.0 | $2.2M | +17% | 17k | 131.43 |
|
| Nordson Corporation (NDSN) | 0.0 | $2.1M | 7.1k | 301.69 |
|
|
| RPM International (RPM) | 0.0 | $2.1M | +14% | 19k | 111.15 |
|
| Paramount Skydance Corp Com Cl B (PSKY) | 0.0 | $2.1M | NEW | 209k | 9.86 |
|
| Ishares Tr Low Ca Op Ms Etf (CRBN) | 0.0 | $2.1M | +4% | 8.2k | 252.98 |
|
| Rubrik Cl A (RBRK) | 0.0 | $2.1M | +34% | 26k | 80.28 |
|
| Caterpillar (CAT) | 0.0 | $2.0M | +18% | 1.9k | 1065.15 |
|
| Nebius Group Shs Class A (NBIS) | 0.0 | $2.0M | +13% | 7.2k | 276.17 |
|
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.0 | $2.0M | +13% | 62k | 31.71 |
|
| Core Natural Resources Com Shs (CNR) | 0.0 | $1.9M | 24k | 80.02 |
|
|
| ON Semiconductor (ON) | 0.0 | $1.9M | -5% | 20k | 94.54 |
|
| Saia (SAIA) | 0.0 | $1.9M | -6% | 4.6k | 421.16 |
|
| Entegris (ENTG) | 0.0 | $1.9M | -24% | 11k | 179.86 |
|
| Stifel Financial (SF) | 0.0 | $1.8M | +18% | 26k | 69.77 |
|
| Ishares Tr Esg Awr Us Agrgt (EAGG) | 0.0 | $1.8M | -4% | 39k | 47.41 |
|
| Global X Fds S&p 500 Catholic (CATH) | 0.0 | $1.8M | 20k | 88.50 |
|
|
| Oklo Com Cl A (OKLO) | 0.0 | $1.8M | +38% | 34k | 52.33 |
|
| Us Foods Hldg Corp call (USFD) | 0.0 | $1.7M | +12% | 16k | 102.25 |
|
| Weatherford Intl Ord Shs (WFRD) | 0.0 | $1.7M | -5% | 21k | 81.50 |
|
| F.N.B. Corporation (FNB) | 0.0 | $1.7M | NEW | 87k | 19.08 |
|
| Healthequity (HQY) | 0.0 | $1.7M | -2% | 18k | 90.32 |
|
| Merit Medical Systems (MMSI) | 0.0 | $1.7M | NEW | 24k | 69.34 |
|
| Celsius Hldgs Com New (CELH) | 0.0 | $1.6M | +5% | 56k | 29.28 |
|
| Tenet Healthcare Corp Com New (THC) | 0.0 | $1.6M | NEW | 8.7k | 187.08 |
|
| Nexstar Media Group Common Stock (NXST) | 0.0 | $1.6M | +6% | 9.1k | 178.59 |
|
| Advanced Micro Devices (AMD) | 0.0 | $1.6M | -12% | 2.8k | 580.91 |
|
| KB Home (KBH) | 0.0 | $1.6M | -28% | 26k | 62.59 |
|
| Selective Insurance (SIGI) | 0.0 | $1.6M | +7% | 17k | 97.01 |
|
| Unum (UNM) | 0.0 | $1.6M | NEW | 18k | 89.40 |
|
| Thermo Fisher Scientific (TMO) | 0.0 | $1.6M | 3.2k | 501.30 |
|
|
| Hyatt Hotels Corp Com Cl A (H) | 0.0 | $1.6M | NEW | 8.1k | 193.84 |
|
| Invitation Homes (INVH) | 0.0 | $1.6M | 51k | 30.21 |
|
|
| Raymond James Financial (RJF) | 0.0 | $1.5M | -59% | 10k | 152.03 |
|
| Spdr Series Trust St Str Nuvee Etf (TFI) | 0.0 | $1.5M | +3% | 33k | 45.80 |
|
| Dynatrace Com New (DT) | 0.0 | $1.5M | 33k | 43.91 |
|
|
| Ross Stores (ROST) | 0.0 | $1.5M | -35% | 6.8k | 212.85 |
|
| Oracle Corporation (ORCL) | 0.0 | $1.5M | 9.9k | 146.54 |
|
|
| Revolve Group Cl A (RVLV) | 0.0 | $1.4M | NEW | 63k | 22.89 |
|
| James Hardie Inds Ord Shs (JHX) | 0.0 | $1.4M | 55k | 26.18 |
|
|
| Occidental Petroleum Corporation (OXY) | 0.0 | $1.4M | -3% | 28k | 48.57 |
|
| Arrow Electronics (ARW) | 0.0 | $1.4M | -4% | 6.4k | 213.41 |
|
| Versant Media Group Com Cl A (VSNT) | 0.0 | $1.4M | NEW | 38k | 36.01 |
|
| Antero Res (AR) | 0.0 | $1.3M | +110% | 38k | 35.14 |
|
| Bunge Global Sa Com Shs (BG) | 0.0 | $1.3M | 12k | 106.73 |
|
|
| RadNet (RDNT) | 0.0 | $1.3M | NEW | 21k | 61.67 |
|
| Halozyme Therapeutics (HALO) | 0.0 | $1.3M | NEW | 16k | 78.27 |
|
| Shake Shack Cl A (SHAK) | 0.0 | $1.3M | +14% | 23k | 56.02 |
|
| Globus Med Cl A (GMED) | 0.0 | $1.3M | +14% | 16k | 79.01 |
|
| Valero Energy Corporation (VLO) | 0.0 | $1.3M | 4.8k | 260.44 |
|
|
| Boeing Company (BA) | 0.0 | $1.2M | 5.7k | 216.46 |
|
|
| Sherwin-Williams Company (SHW) | 0.0 | $1.2M | 3.5k | 344.32 |
|
|
| Chipotle Mexican Grill (CMG) | 0.0 | $1.2M | +4% | 35k | 34.00 |
|
| International Paper Company (IP) | 0.0 | $1.2M | +12% | 31k | 38.10 |
|
| Graphic Packaging Holding Company (GPK) | 0.0 | $1.2M | +20% | 112k | 10.57 |
|
| Chewy Cl A (CHWY) | 0.0 | $1.1M | +42% | 58k | 19.65 |
|
| SYSCO Corporation (SYY) | 0.0 | $1.1M | -2% | 13k | 83.58 |
|
| Vanguard Index Fds Growth Etf (VUG) | 0.0 | $1.1M | +680% | 13k | 86.14 |
|
| Eagle Materials (EXP) | 0.0 | $1.1M | 4.9k | 225.00 |
|
|
| Marathon Petroleum Corp (MPC) | 0.0 | $1.1M | 4.2k | 255.67 |
|
|
| Spdr Series Trust St Str Msci Gen (SHE) | 0.0 | $1.1M | +3% | 6.8k | 154.43 |
|
| Cognex Corporation (CGNX) | 0.0 | $1.0M | NEW | 14k | 72.42 |
|
| Dutch Bros Cl A (BROS) | 0.0 | $979k | NEW | 14k | 71.81 |
|
| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.0 | $959k | 11k | 85.49 |
|
|
| Intel Corporation (INTC) | 0.0 | $953k | -2% | 6.8k | 139.63 |
|
| Duke Energy Corp Com New (DUK) | 0.0 | $950k | +3% | 7.5k | 126.58 |
|
| Ishares Tr Shrt Nat Mun Etf (SUB) | 0.0 | $947k | +2% | 8.9k | 106.47 |
|
| Dollar General (DG) | 0.0 | $941k | 8.2k | 115.11 |
|
|
| Canadian Natural Resources (CNQ) | 0.0 | $932k | +3% | 24k | 39.50 |
|
| Diamondback Energy (FANG) | 0.0 | $928k | +15% | 5.3k | 175.78 |
|
| Mobileye Global Common Class A (MBLY) | 0.0 | $921k | NEW | 95k | 9.68 |
|
| J P Morgan Exchange Traded F Betabuilders Us (BBMC) | 0.0 | $911k | -16% | 7.2k | 127.15 |
|
| American Express Company (AXP) | 0.0 | $873k | +71% | 2.6k | 338.24 |
|
| Ishares Tr Ibonds 28 Trm Ts (IBTI) | 0.0 | $872k | +3% | 39k | 22.14 |
|
| Sempra Energy (SRE) | 0.0 | $867k | 9.4k | 92.71 |
|
|
| Gates Indl Corp Ord Shs (GTES) | 0.0 | $862k | NEW | 31k | 27.97 |
|
| Select Sector Spdr Tr St Str Techn Etf (XLK) | 0.0 | $850k | +3% | 4.5k | 190.52 |
|
| AFLAC Incorporated (AFL) | 0.0 | $845k | 7.2k | 117.25 |
|
|
| Snap Cl A (SNAP) | 0.0 | $838k | +7% | 189k | 4.44 |
|
| SLB Com Stk (SLB) | 0.0 | $838k | 18k | 46.49 |
|
|
| Lululemon Athletica (LULU) | 0.0 | $836k | +10% | 7.3k | 114.18 |
|
| ACADIA Pharmaceuticals (ACAD) | 0.0 | $828k | +13% | 33k | 25.30 |
|
| Cheniere Energy Com New (LNG) | 0.0 | $822k | +22% | 3.4k | 239.03 |
|
| Spx Corp (SPXC) | 0.0 | $820k | NEW | 3.3k | 245.17 |
|
| Southern Company (SO) | 0.0 | $805k | +66% | 8.4k | 95.71 |
|
| Rb Global (RBA) | 0.0 | $797k | NEW | 6.8k | 116.45 |
|
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.0 | $749k | 1.00 | 748850.00 |
|
|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.0 | $749k | 5.4k | 137.53 |
|
|
| Halliburton Company (HAL) | 0.0 | $745k | +2% | 22k | 33.95 |
|
| Invesco SHS (IVZ) | 0.0 | $742k | NEW | 28k | 26.39 |
|
| Wec Energy Group (WEC) | 0.0 | $735k | +20% | 6.3k | 116.77 |
|
| Ssga Active Tr State Street My (MYCH) | 0.0 | $719k | +3% | 29k | 24.90 |
|
| Progressive Corporation (PGR) | 0.0 | $715k | 3.3k | 218.45 |
|
|
| Williams Companies (WMB) | 0.0 | $703k | +24% | 9.5k | 74.34 |
|
| Academy Sports & Outdoor (ASO) | 0.0 | $669k | NEW | 14k | 47.13 |
|
| Walt Disney Company (DIS) | 0.0 | $662k | 6.9k | 96.26 |
|
|
| Verizon Communications (VZ) | 0.0 | $662k | +252% | 16k | 42.34 |
|
| Vaneck Etf Trust Intrmdt Muni Etf (ITM) | 0.0 | $654k | +3% | 14k | 46.99 |
|
| Vanguard World Inf Tech Etf (VGT) | 0.0 | $640k | +584% | 5.4k | 119.52 |
|
| Builders FirstSource (BLDR) | 0.0 | $618k | 6.9k | 89.48 |
|
|
| Bondbloxx Etf Trust Ir M Taxaware (TAXX) | 0.0 | $614k | 12k | 50.74 |
|
|
| Ishares Tr Esg Awre Usd Etf (SUSC) | 0.0 | $614k | -4% | 27k | 23.15 |
|
| Spdr Gold Tr Gold Shs (GLD) | 0.0 | $610k | -24% | 1.7k | 368.38 |
|
| First Ctzns Bancshares Inc D Cl A (FCNCA) | 0.0 | $608k | -9% | 292.00 | 2080.79 |
|
| DTE Energy Company (DTE) | 0.0 | $591k | +166% | 3.9k | 152.37 |
|
| Vanguard Index Fds Value Etf (VTV) | 0.0 | $570k | +46% | 2.6k | 217.94 |
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.0 | $562k | +7% | 7.9k | 71.25 |
|
| 3M Company (MMM) | 0.0 | $543k | +94% | 3.4k | 161.89 |
|
| General Motors Company (GM) | 0.0 | $528k | NEW | 6.8k | 77.08 |
|
| Invesco Exch Trd Slf Idx Buletshs 2027 (BSJR) | 0.0 | $526k | -4% | 24k | 22.35 |
|
| Dimensional Etf Trust Us Mktwide Value (DFUV) | 0.0 | $519k | 9.4k | 55.01 |
|
|
| Regeneron Pharmaceuticals (REGN) | 0.0 | $516k | -2% | 827.00 | 623.54 |
|
| At&t (T) | 0.0 | $505k | +16% | 24k | 20.70 |
|
| Applied Materials (AMAT) | 0.0 | $493k | -2% | 682.00 | 723.00 |
|
| Pimco Etf Tr Inter Mun Bd Act (MUNI) | 0.0 | $491k | +3% | 9.3k | 52.60 |
|
| Merck & Co (MRK) | 0.0 | $478k | 3.7k | 128.49 |
|
|
| Invesco Exch Trd Slf Idx Invsco Blsh 26 (BSJQ) | 0.0 | $470k | -5% | 21k | 22.96 |
|
| Deere & Company (DE) | 0.0 | $452k | NEW | 713.00 | 633.93 |
|
| Schwab Strategic Tr Sht Tm Us Tres (SCHO) | 0.0 | $435k | NEW | 18k | 24.14 |
|
| A. O. Smith Corporation (AOS) | 0.0 | $429k | 6.8k | 62.72 |
|
|
| Energy Transfer Com Ut Ltd Ptn (ET) | 0.0 | $418k | -9% | 22k | 19.12 |
|
| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.0 | $402k | +22% | 2.5k | 164.25 |
|
| Ishares Silver Tr Ishares (SLV) | 0.0 | $399k | +18% | 7.5k | 53.47 |
|
| Vanguard Specialized Funds Div App Etf (VIG) | 0.0 | $398k | -35% | 1.7k | 236.63 |
|
| Pepsi (PEP) | 0.0 | $398k | -34% | 2.9k | 135.39 |
|
| McKesson Corporation (MCK) | 0.0 | $388k | +24% | 514.00 | 755.71 |
|
| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.0 | $377k | 11k | 33.84 |
|
|
| Honeywell International (HON) | 0.0 | $373k | NEW | 1.7k | 223.84 |
|
| Honeywell Aerospace (HONA) | 0.0 | $367k | NEW | 1.7k | 221.08 |
|
| Palantir Technologies Cl A (PLTR) | 0.0 | $366k | +6% | 3.1k | 116.67 |
|
| Qualcomm (QCOM) | 0.0 | $359k | -97% | 1.9k | 184.74 |
|
| Vaneck Etf Trust High Yld Munietf (HYD) | 0.0 | $349k | +8% | 6.8k | 51.51 |
|
| Philip Morris International (PM) | 0.0 | $348k | -3% | 1.9k | 180.91 |
|
| Ark Etf Tr Space & Defense (ARKX) | 0.0 | $347k | 10k | 34.12 |
|
|
| Kroger (KR) | 0.0 | $347k | 6.2k | 55.53 |
|
|
| FedEx Corporation (FDX) | 0.0 | $346k | +96% | 1.1k | 313.21 |
|
| CSX Corporation (CSX) | 0.0 | $344k | 7.2k | 47.53 |
|
|
| Vici Pptys (VICI) | 0.0 | $341k | NEW | 13k | 26.55 |
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.0 | $340k | NEW | 2.7k | 124.17 |
|
| Nucor Corporation (NUE) | 0.0 | $340k | 1.5k | 222.75 |
|
|
| Bristol Myers Squibb (BMY) | 0.0 | $337k | -5% | 5.9k | 57.62 |
|
| Isabella Bk (ISBA) | 0.0 | $337k | NEW | 8.5k | 39.50 |
|
| Schwab Strategic Tr Fundamental Intl (FNDF) | 0.0 | $326k | 6.2k | 52.76 |
|
|
| Evergy (EVRG) | 0.0 | $325k | +3% | 3.8k | 86.43 |
|
| Colgate-Palmolive Company (CL) | 0.0 | $324k | 3.5k | 91.68 |
|
|
| Choiceone Fin cmn stk (COFS) | 0.0 | $317k | 9.3k | 34.00 |
|
|
| Northern Lts Fd Tr Iv Brookstone Grwth (BAMG) | 0.0 | $317k | -3% | 7.0k | 45.28 |
|
| Pfizer (PFE) | 0.0 | $316k | +11% | 13k | 24.08 |
|
| Vanguard World Mega Grwth Ind (MGK) | 0.0 | $313k | +418% | 3.6k | 87.91 |
|
| First Tr Exchng Traded Fd Vi Ft Vest Nas (QDEC) | 0.0 | $311k | NEW | 8.7k | 35.61 |
|
| Ishares Tr Core High Dv Etf (HDV) | 0.0 | $310k | +400% | 11k | 27.41 |
|
| Truist Financial Corp equities (TFC) | 0.0 | $308k | +2% | 6.2k | 49.82 |
|
| CMS Energy Corporation (CMS) | 0.0 | $307k | 4.0k | 76.50 |
|
|
| Pimco Etf Tr Shtrm Mun Bd Act (SMMU) | 0.0 | $305k | +3% | 6.0k | 50.50 |
|
| Alliant Energy Corporation (LNT) | 0.0 | $298k | 3.9k | 76.29 |
|
|
| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.0 | $293k | 3.5k | 83.76 |
|
|
| Ge Aerospace Com New (GE) | 0.0 | $286k | +4% | 765.00 | 373.54 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.0 | $280k | NEW | 1.9k | 148.29 |
|
| Monster Beverage Corp (MNST) | 0.0 | $279k | 2.9k | 96.12 |
|
|
| Oruka Therapeutics (ORKA) | 0.0 | $273k | NEW | 2.9k | 95.17 |
|
| Global X Fds S&p Ex Us Etf (CEFA) | 0.0 | $272k | 6.9k | 39.69 |
|
|
| Sierra Ban (BSRR) | 0.0 | $267k | 6.6k | 40.76 |
|
|
| Ishares Tr Intl Sel Div Etf (IDV) | 0.0 | $265k | -2% | 6.4k | 41.43 |
|
| Bondbloxx Etf Trust Bloomberg Three (XTRE) | 0.0 | $262k | -99% | 5.3k | 49.03 |
|
| Norfolk Southern (NSC) | 0.0 | $261k | NEW | 829.00 | 314.59 |
|
| Atmos Energy Corporation (ATO) | 0.0 | $259k | +6% | 1.5k | 172.27 |
|
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.0 | $256k | -57% | 1.6k | 158.01 |
|
| Northern Lts Fd Tr Iv Broo Valu St Etf (BAMV) | 0.0 | $253k | -4% | 7.2k | 35.16 |
|
| Dt Midstream Common Stock (DTM) | 0.0 | $249k | NEW | 1.7k | 146.74 |
|
| Realty Income (O) | 0.0 | $248k | NEW | 4.0k | 61.96 |
|
| Northern Lts Fd Tr Iv Bro Div Stk Etf (BAMD) | 0.0 | $246k | -2% | 7.5k | 32.58 |
|
| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.0 | $238k | NEW | 650.00 | 365.70 |
|
| Ford Motor Company (F) | 0.0 | $238k | +46% | 17k | 13.90 |
|
| Ishares Tr 7-10 Yr Trsy Bd (IEF) | 0.0 | $236k | +18% | 2.5k | 94.57 |
|
| Pimco Dynamic Income SHS (PDI) | 0.0 | $223k | NEW | 13k | 16.70 |
|
| Select Sector Spdr Tr St Str Discr Etf (XLY) | 0.0 | $222k | 1.9k | 117.28 |
|
|
| L3harris Technologies (LHX) | 0.0 | $220k | NEW | 758.00 | 290.69 |
|
| Innovator Etfs Trust Us Eqt Aclrtd 9 (XBJL) | 0.0 | $217k | -35% | 5.4k | 39.97 |
|
| Ishares Tr Ishs 5-10yr Invt (IGIB) | 0.0 | $213k | -99% | 4.0k | 53.17 |
|
| Ishares Tr Core Us Aggbd Et (AGG) | 0.0 | $213k | -7% | 2.1k | 99.00 |
|
| PPG Industries (PPG) | 0.0 | $211k | NEW | 1.7k | 121.29 |
|
| Ge Vernova (GEV) | 0.0 | $210k | NEW | 179.00 | 1174.96 |
|
| Parker-Hannifin Corporation (PH) | 0.0 | $208k | NEW | 213.00 | 978.12 |
|
| Northrop Grumman Corporation (NOC) | 0.0 | $207k | -3% | 406.00 | 509.31 |
|
| Spdr Index Shs Fds St Mar Divid Etf (EDIV) | 0.0 | $205k | NEW | 5.0k | 40.96 |
|
| Ishares Tr Core Div Grwth (DGRO) | 0.0 | $204k | NEW | 2.7k | 75.78 |
|
| Capital Group Dividend Value Shs Creat Unit (CGDV) | 0.0 | $204k | NEW | 4.1k | 49.28 |
|
| Modine Manufacturing (MOD) | 0.0 | $203k | NEW | 760.00 | 267.02 |
|
| Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.0 | $203k | NEW | 1.0k | 197.60 |
|
| Phillips 66 (PSX) | 0.0 | $201k | 1.2k | 169.04 |
|
|
| Bgc Group Cl A (BGC) | 0.0 | $115k | NEW | 11k | 10.69 |
|
Past Filings by Gradient Investments
SEC 13F filings are viewable for Gradient Investments going back to 2011
- 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
- Gradient Investments 2022 Q3 filed Oct. 14, 2022