Gradient Investments
Latest statistics and disclosures from Gradient Investments's latest quarterly 13F-HR filing:
- Top 5 stock holdings are SPHB, SPAB, SMDV, SPEM, SPYV, and represent 27.96% of Gradient Investments's stock portfolio.
- Added to shares of these 10 stocks: BIL (+$40M), SPHB (+$20M), ADI (+$13M), DRI (+$12M), SRLN (+$11M), SYY (+$11M), BSX (+$11M), VRNS (+$10M), SPAB (+$9.8M), ANGL (+$8.5M).
- Started 105 new stock positions in HFRO, ICLN, BBCA, VCLT, SSO, IDRV, IWB, ARKW, ONEQ, RF.
- Reduced shares in these 10 stocks: AVY (-$14M), AJG (-$12M), SAIC (-$11M), LPX (-$10M), EDIV (-$8.0M), AMED (-$7.8M), DG (-$5.6M), PLNT (-$5.6M), JRO (-$5.4M), DSI.
- Sold out of its positions in ALXN, ALTG, AVUV, AEL, DIVO, Aphria Inc foreign, DMF, BNS, BTAI, MIY.
- Gradient Investments was a net buyer of stock by $183M.
- Gradient Investments has $3.4B in assets under management (AUM), dropping by 11.12%.
- Central Index Key (CIK): 0001542265
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Portfolio Holdings for Gradient Investments
Companies in the Gradient Investments portfolio as of the June 2021 quarterly 13F filing
Gradient Investments has 1214 total positions. Only the first 250 positions are shown.
- Sign up to view all of the Gradient Investments June 30, 2021 positions
- Download the Gradient Investments June 2021 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Invesco Exch Traded Fd Tr Ii S&p 500 Hb Etf (SPHB) | 14.3 | $490M | +4% | 6.5M | 75.57 | |
| Spdr Ser Tr Portfolio Agrgte (SPAB) | 6.0 | $204M | +5% | 6.8M | 30.01 | |
| Proshares Tr Russ 2000 Divd (SMDV) | 2.9 | $99M | +9% | 1.5M | 63.66 | |
| Spdr Index Shs Fds Portfolio Emg Mk (SPEM) | 2.4 | $82M | +10% | 1.8M | 45.50 | |
| Spdr Ser Tr Prtflo S&p500 Vl (SPYV) | 2.4 | $82M | +8% | 2.1M | 39.54 | |
| Ssga Active Etf Tr Blackstone Senr (SRLN) | 2.4 | $81M | +16% | 1.8M | 46.29 | |
| Ishares Tr Mbs Etf (MBB) | 2.4 | $81M | +2% | 749k | 108.23 | |
| Vaneck Vectors Etf Tr Fallen Angel Hg (ANGL) | 2.4 | $81M | +11% | 2.4M | 32.90 | |
| Invesco Exchange Traded Fd T S&p500 Eql Fin (RYF) | 1.9 | $65M | +7% | 1.1M | 59.77 | |
| First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE) | 1.6 | $54M | +11% | 2.6M | 20.60 | |
| Ishares Tr Global Reit Etf (REET) | 1.6 | $54M | +7% | 1.9M | 27.72 | |
| Spdr Ser Tr Portfolio Intrmd (SPIB) | 1.6 | $54M | -7% | 1.5M | 36.70 | |
| Apple (AAPL) | 1.5 | $51M | +7% | 371k | 136.96 | |
| World Gold Tr Spdr Gld Minis (GLDM) | 1.4 | $49M | +7% | 2.8M | 17.61 | |
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| Spdr Ser Tr Spdr Bloomberg (BIL) | 1.2 | $40M | +48776% | 436k | 91.47 | |
| Legg Mason Etf Invt Tr L Vol H Div Etf (LVHD) | 1.1 | $37M | +8% | 1.0M | 36.48 | |
| Proshares Tr Merger Etf (MRGR) | 1.1 | $37M | +11% | 904k | 40.81 | |
| Microsoft Corporation (MSFT) | 1.1 | $37M | +2% | 135k | 270.90 | |
| Ishares Tr Tips Bd Etf (TIP) | 1.0 | $36M | +12% | 279k | 128.01 | |
| J P Morgan Exchange-traded F High Yld Resrch (JPHY) | 1.0 | $35M | 673k | 52.31 | ||
| Ishares Tr 0-5yr Hi Yl Cp (SHYG) | 1.0 | $33M | +10% | 707k | 46.06 | |
| Amazon (AMZN) | 0.9 | $32M | 9.3k | 3440.13 | ||
| JPMorgan Chase & Co. (JPM) | 0.9 | $30M | +7% | 190k | 155.54 | |
| Invesco Exch Trd Slf Idx Bulshs 2023 Hy (BSJN) | 0.8 | $28M | 1.1M | 25.47 | ||
| Invesco Exch Trd Slf Idx Bulshs 2022 Hy (BSJM) | 0.8 | $28M | 1.2M | 23.35 | ||
| Procter & Gamble Company (PG) | 0.7 | $24M | +3% | 177k | 134.93 | |
| Discover Financial Services (DFS) | 0.7 | $23M | -4% | 195k | 118.29 | |
| Home Depot (HD) | 0.7 | $23M | 72k | 318.89 | ||
| Chevron Corporation (CVX) | 0.6 | $22M | +7% | 211k | 104.74 | |
| Johnson & Johnson (JNJ) | 0.6 | $21M | +4% | 126k | 164.74 | |
| Waste Management (WM) | 0.6 | $20M | -2% | 143k | 140.11 | |
| ConocoPhillips (COP) | 0.6 | $20M | 329k | 60.90 | ||
| Exxon Mobil Corporation (XOM) | 0.6 | $20M | 316k | 63.08 | ||
| Invesco Exch Trd Slf Idx Bullshs 23 Usd (BSCE) | 0.6 | $19M | 738k | 26.19 | ||
| Invesco Exch Trd Slf Idx Bullshs 22 Usd (BSBE) | 0.6 | $19M | 750k | 25.75 | ||
| Travel Leisure Ord (TNL) | 0.6 | $19M | +5% | 323k | 59.45 | |
| Wal-Mart Stores (WMT) | 0.6 | $19M | +4% | 136k | 141.02 | |
| Alphabet Cap Stk Cl C (GOOG) | 0.6 | $19M | 7.6k | 2506.35 | ||
| At&t (T) | 0.5 | $19M | +6% | 652k | 28.78 | |
| Raytheon Technologies Corp (RTX) | 0.5 | $19M | 218k | 85.31 | ||
| Verizon Communications (VZ) | 0.5 | $18M | +5% | 313k | 56.03 | |
| Spdr Ser Tr Portfli Mortgage (SPMB) | 0.5 | $17M | +13% | 654k | 25.86 | |
| Bristol Myers Squibb (BMY) | 0.5 | $17M | +3% | 252k | 66.82 | |
| Lockheed Martin Corporation (LMT) | 0.5 | $17M | 44k | 378.36 | ||
| Facebook Cl A (FB) | 0.5 | $16M | 47k | 347.70 | ||
| Bank of America Corporation (BAC) | 0.4 | $15M | +5% | 363k | 41.23 | |
| Iqvia Holdings (IQV) | 0.4 | $15M | +3% | 60k | 242.32 | |
| Paypal Holdings (PYPL) | 0.4 | $14M | +6% | 49k | 291.48 | |
| Visa Com Cl A (V) | 0.4 | $14M | +3% | 60k | 233.82 | |
| Vaneck Vectors Etf Tr Mtg Reit Income (MORT) | 0.4 | $14M | +20% | 681k | 19.85 | |
| United Parcel Service CL B (UPS) | 0.4 | $13M | -3% | 63k | 207.97 | |
| Allstate Corporation (ALL) | 0.4 | $13M | 98k | 130.44 | ||
| Palo Alto Networks (PANW) | 0.4 | $13M | +5% | 35k | 371.04 | |
| Analog Devices (ADI) | 0.4 | $13M | +229831% | 74k | 172.16 | |
| Paychex (PAYX) | 0.4 | $13M | +3% | 116k | 107.30 | |
| Blackstone Group Inc Com Cl A (BX) | 0.4 | $13M | -19% | 129k | 97.14 | |
| McDonald's Corporation (MCD) | 0.4 | $13M | +3% | 54k | 230.98 | |
| Crown Castle Intl (CCI) | 0.4 | $12M | 64k | 195.10 | ||
| CVS Caremark Corporation (CVS) | 0.4 | $12M | 148k | 83.44 | ||
| Docusign (DOCU) | 0.4 | $12M | +11% | 44k | 279.58 | |
| Boston Scientific Corporation (BSX) | 0.4 | $12M | +633% | 287k | 42.76 | |
| Automatic Data Processing (ADP) | 0.4 | $12M | +2% | 62k | 198.61 | |
| AvalonBay Communities (AVB) | 0.4 | $12M | 59k | 208.68 | ||
| Fidelity National Financial Fnf Group Com (FNF) | 0.4 | $12M | 282k | 43.46 | ||
| Equinix (EQIX) | 0.4 | $12M | +4% | 15k | 802.58 | |
| American Tower Reit (AMT) | 0.4 | $12M | 45k | 270.15 | ||
| Amgen (AMGN) | 0.4 | $12M | +7% | 50k | 243.76 | |
| Darden Restaurants (DRI) | 0.4 | $12M | +40272% | 83k | 146.00 | |
| Abbvie (ABBV) | 0.4 | $12M | +2% | 108k | 112.64 | |
| National Retail Properties (NNN) | 0.4 | $12M | +3% | 259k | 46.88 | |
| 3M Company (MMM) | 0.4 | $12M | +3% | 61k | 198.63 | |
| L3harris Technologies (LHX) | 0.4 | $12M | 56k | 216.15 | ||
| Target Corporation (TGT) | 0.4 | $12M | 50k | 241.73 | ||
| UnitedHealth (UNH) | 0.4 | $12M | 30k | 400.45 | ||
| Ameriprise Financial (AMP) | 0.4 | $12M | 48k | 248.89 | ||
| Union Pacific Corporation (UNP) | 0.3 | $12M | +4% | 54k | 219.94 | |
| Servicenow (NOW) | 0.3 | $12M | +8% | 22k | 549.56 | |
| Cme (CME) | 0.3 | $12M | +2% | 56k | 212.68 | |
| Merck & Co (MRK) | 0.3 | $12M | +6% | 152k | 77.77 | |
| Celanese Corporation (CE) | 0.3 | $12M | +2% | 78k | 151.60 | |
| Truist Financial Corp equities (TFC) | 0.3 | $12M | +13% | 211k | 55.50 | |
| First Trust/Four Corners SFRI Fund II (FCT) | 0.3 | $12M | +113% | 913k | 12.70 | |
| SYSCO Corporation (SYY) | 0.3 | $12M | +2468% | 149k | 77.75 | |
| Cyrusone (CONE) | 0.3 | $12M | +3% | 161k | 71.52 | |
| Vaneck Vectors Etf Tr Bdc Income Etf (BIZD) | 0.3 | $12M | +2% | 671k | 17.16 | |
| Broadcom (AVGO) | 0.3 | $12M | +2% | 24k | 476.84 | |
| Atmos Energy Corporation (ATO) | 0.3 | $11M | +2% | 119k | 96.11 | |
| National Health Investors (NHI) | 0.3 | $11M | +11% | 171k | 67.05 | |
| Global X Fds Glbl X Mlp Etf (MLPA) | 0.3 | $11M | -15% | 295k | 38.65 | |
| Essential Utils (WTRG) | 0.3 | $11M | +5% | 248k | 45.70 | |
| Digital Realty Trust (DLR) | 0.3 | $11M | +3% | 75k | 150.46 | |
| Synovus Finl Corp Com New (SNV) | 0.3 | $11M | +5% | 258k | 43.88 | |
| Spdr Ser Tr Portfli Intrmdit (SPTI) | 0.3 | $11M | 349k | 32.38 | ||
| CMS Energy Corporation (CMS) | 0.3 | $11M | +8% | 191k | 59.08 | |
| Spdr Ser Tr Prtflo S&p500 Hi (SPYD) | 0.3 | $11M | +10% | 278k | 40.09 | |
| Sensata Technologies Hldg Pl SHS (ST) | 0.3 | $11M | +8% | 191k | 57.97 | |
| Spdr Index Shs Fds Portfolio Devlpd (SPDW) | 0.3 | $11M | +11% | 300k | 36.79 | |
| Ishares Tr Jpmorgan Usd Emg (EMB) | 0.3 | $11M | -3% | 98k | 112.46 | |
| Netflix (NFLX) | 0.3 | $11M | +9% | 21k | 528.22 | |
| Akamai Technologies (AKAM) | 0.3 | $11M | 92k | 116.60 | ||
| Goldman Sachs Etf Tr Aces Ultra Shr (GSST) | 0.3 | $11M | +5% | 208k | 50.73 | |
| Varonis Sys (VRNS) | 0.3 | $10M | NEW | 181k | 57.62 | |
| Costco Wholesale Corporation (COST) | 0.3 | $10M | +5% | 26k | 395.67 | |
| Booz Allen Hamilton Hldg Cor Cl A (BAH) | 0.3 | $10M | +5% | 121k | 85.18 | |
| Lowe's Companies (LOW) | 0.3 | $10M | 53k | 193.97 | ||
| Dex (DXCM) | 0.3 | $9.8M | +11% | 23k | 426.99 | |
| Sba Communications Corp Cl A (SBAC) | 0.3 | $9.4M | +4% | 30k | 318.72 | |
| Invesco Exch Trd Slf Idx Bulshs 2023 Cb (BSCN) | 0.3 | $9.3M | 428k | 21.73 | ||
| Nextera Energy (NEE) | 0.3 | $9.2M | +27% | 125k | 73.28 | |
| Global Payments (GPN) | 0.3 | $9.1M | +4% | 48k | 187.55 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.3 | $9.0M | 32k | 277.91 | ||
| Waste Connections (WCN) | 0.3 | $8.9M | +3% | 74k | 119.43 | |
| Southwest Airlines (LUV) | 0.3 | $8.6M | +10% | 163k | 53.09 | |
| Invesco Exch Trd Slf Idx Bulshs 2022 Cb (BSCM) | 0.3 | $8.6M | +2% | 398k | 21.59 | |
| American Express Company (AXP) | 0.3 | $8.6M | 52k | 165.24 | ||
| Coca-Cola Company (KO) | 0.2 | $8.5M | -2% | 156k | 54.11 | |
| Goldman Sachs (GS) | 0.2 | $8.1M | +2% | 22k | 379.51 | |
| Synopsys (SNPS) | 0.2 | $8.0M | +5% | 29k | 275.80 | |
| Thermo Fisher Scientific (TMO) | 0.2 | $7.9M | +3% | 16k | 504.48 | |
| Ishares Silver Tr Ishares (SLV) | 0.2 | $7.5M | -2% | 311k | 24.22 | |
| stock (SPLK) | 0.2 | $7.4M | NEW | 51k | 144.57 | |
| Dollar Tree (DLTR) | 0.2 | $7.3M | +8% | 74k | 99.50 | |
| Ecolab (ECL) | 0.2 | $7.1M | +4% | 34k | 205.98 | |
| Sprout Social Com Cl A (SPT) | 0.2 | $7.0M | +10% | 79k | 89.42 | |
| Prologis (PLD) | 0.2 | $6.6M | 56k | 119.54 | ||
| Ishares Tr Esg Awre 1 5 Yr (SUSB) | 0.2 | $6.5M | +11% | 248k | 26.04 | |
| Abbott Laboratories (ABT) | 0.2 | $6.4M | +6% | 56k | 115.94 | |
| Eli Lilly & Co. (LLY) | 0.2 | $6.4M | +7% | 28k | 229.53 | |
| Medtronic SHS (MDT) | 0.2 | $6.4M | +2% | 52k | 124.13 | |
| Ishares Tr Msci Kld400 Soc (DSI) | 0.2 | $6.1M | -42% | 74k | 82.83 | |
| Mastercard Incorporated Cl A (MA) | 0.2 | $5.9M | +3% | 16k | 365.10 | |
| Vaneck Vectors Etf Tr Intl High Yield (IHY) | 0.2 | $5.9M | +20% | 228k | 25.78 | |
| Intercontinental Exchange (ICE) | 0.2 | $5.8M | +4% | 49k | 118.70 | |
| First Tr Stoxx European Sele Common Shs (FDD) | 0.2 | $5.8M | NEW | 398k | 14.45 | |
| Invesco Exchange Traded Fd T Finl Pfd Etf (PGF) | 0.2 | $5.5M | +4% | 288k | 19.29 | |
| Ishares Tr Esg Aware Msci (ESML) | 0.2 | $5.3M | +8% | 132k | 40.37 | |
| Ishares Tr Gl Clean Ene Etf (ICLN) | 0.2 | $5.3M | NEW | 227k | 23.46 | |
| Snap Cl A (SNAP) | 0.1 | $4.9M | +6% | 72k | 68.14 | |
| Square Cl A (SQ) | 0.1 | $4.7M | +9% | 19k | 243.82 | |
| Paylocity Holding Corporation (PCTY) | 0.1 | $4.5M | +12% | 24k | 190.80 | |
| Vaneck Vectors Etf Tr Gold Miners Etf (GDX) | 0.1 | $4.3M | -3% | 127k | 33.98 | |
| LHC (LHCG) | 0.1 | $4.3M | +9% | 21k | 200.24 | |
| Vaneck Vectors Etf Tr Jr Gold Miners E (GDXJ) | 0.1 | $4.2M | -2% | 90k | 46.75 | |
| Lci Industries (LCII) | 0.1 | $4.0M | +11% | 31k | 131.41 | |
| Blackline (BL) | 0.1 | $3.9M | +11% | 35k | 111.27 | |
| AeroVironment (AVAV) | 0.1 | $3.9M | +11% | 39k | 100.14 | |
| Pacira Pharmaceuticals (PCRX) | 0.1 | $3.8M | +11% | 62k | 60.69 | |
| Goldman Sachs Etf Tr Just Us Lrg Cp (JUST) | 0.1 | $3.6M | +9% | 57k | 62.49 | |
| Baidu Spon Adr Rep A (BIDU) | 0.1 | $3.4M | +16% | 17k | 203.89 | |
| Midwest Hldg Com New (MDWT) | 0.1 | $3.2M | +23% | 82k | 39.21 | |
| Ishares Tr National Mun Etf (MUB) | 0.1 | $3.2M | +5% | 27k | 117.19 | |
| Invesco Exch Trd Slf Idx Bulshs 2024 Hy (BSJO) | 0.1 | $3.1M | -10% | 125k | 25.17 | |
| MercadoLibre (MELI) | 0.1 | $3.1M | +11% | 2.0k | 1557.84 | |
| Nushares Etf Tr Nuveen Esg Emrgn (NUEM) | 0.1 | $3.1M | +11% | 83k | 37.11 | |
| Alphabet Cap Stk Cl A (GOOGL) | 0.1 | $3.0M | 1.2k | 2441.46 | ||
| Honeywell International (HON) | 0.1 | $2.6M | +30% | 12k | 219.34 | |
| Invesco Actively Managed Etf Ultra Shrt Dur (GSY) | 0.1 | $2.6M | -26% | 51k | 50.48 | |
| Ssga Active Etf Tr Ult Sht Trm Bd (ULST) | 0.1 | $2.5M | -27% | 62k | 40.48 | |
| Nushares Etf Tr Nuveen Esg Intl (NUDM) | 0.1 | $2.5M | +11% | 78k | 31.58 | |
| Invesco Exch Trd Slf Idx Bullshs 24 Usd (BSDE) | 0.1 | $2.3M | -11% | 88k | 26.33 | |
| Ishares Gold Tr Ishares New (IAU) | 0.1 | $2.0M | NEW | 58k | 33.71 | |
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $1.9M | +7% | 5.5k | 354.42 | |
| Boeing Company (BA) | 0.1 | $1.9M | 7.9k | 239.59 | ||
| Las Vegas Sands (LVS) | 0.1 | $1.7M | +32% | 33k | 52.70 | |
| Nushares Etf Tr Esg Hi Tld Crp (NUHY) | 0.1 | $1.7M | +10% | 70k | 24.83 | |
| Spdr Ser Tr Nuveen Brc Munic (TFI) | 0.0 | $1.5M | +6% | 29k | 52.11 | |
| O'reilly Automotive (ORLY) | 0.0 | $1.4M | +1272% | 2.5k | 566.08 | |
| Walt Disney Company (DIS) | 0.0 | $1.4M | +6% | 8.0k | 175.77 | |
| Ishares Tr Core S&p500 Etf (IVV) | 0.0 | $1.3M | -7% | 3.0k | 430.00 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.0 | $1.3M | -31% | 2.9k | 428.18 | |
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.0 | $1.3M | 3.00 | 418666.67 | ||
| Sempra Energy (SRE) | 0.0 | $1.2M | -27% | 8.8k | 132.46 | |
| Invesco Exch Trd Slf Idx Bulshs 2024 Cb (BSCO) | 0.0 | $982k | -13% | 44k | 22.20 | |
| Pepsi (PEP) | 0.0 | $947k | -12% | 6.4k | 148.22 | |
| Intel Corporation (INTC) | 0.0 | $879k | +60% | 16k | 56.17 | |
| Mccormick & Co Com Vtg (MKC.V) | 0.0 | $842k | -5% | 9.6k | 88.02 | |
| Sprott Physical Silver Tr Tr Unit (PSLV) | 0.0 | $833k | +5% | 90k | 9.28 | |
| Caterpillar (CAT) | 0.0 | $810k | 3.7k | 217.74 | ||
| Vanguard Specialized Funds Div App Etf (VIG) | 0.0 | $776k | +40% | 5.0k | 154.80 | |
| Kroger (KR) | 0.0 | $762k | 20k | 38.33 | ||
| Pfizer (PFE) | 0.0 | $722k | 18k | 39.16 | ||
| AFLAC Incorporated (AFL) | 0.0 | $714k | 13k | 53.65 | ||
| Duke Energy Corp Com New (DUK) | 0.0 | $705k | +3% | 7.1k | 98.78 | |
| Spdr Ser Tr Prtflo S&p500 Gw (SPYG) | 0.0 | $695k | -3% | 11k | 63.01 | |
| BP Sponsored Adr (BP) | 0.0 | $674k | +3% | 26k | 26.43 | |
| salesforce (CRM) | 0.0 | $637k | 2.6k | 244.34 | ||
| Spdr Ser Tr Nuveen Bbg Brcly (HYMB) | 0.0 | $634k | +3% | 10k | 60.84 | |
| Novartis Sponsored Adr (NVS) | 0.0 | $633k | 6.9k | 91.17 | ||
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.0 | $630k | +18% | 8.3k | 75.56 | |
| Astrazeneca Sponsored Adr (AZN) | 0.0 | $628k | -3% | 11k | 59.87 | |
| Sierra Ban (BSRR) | 0.0 | $623k | +195% | 25k | 25.46 | |
| Canadian Natl Ry (CNI) | 0.0 | $623k | +1752% | 5.9k | 105.45 | |
| Infosys Sponsored Adr (INFY) | 0.0 | $623k | -11% | 29k | 21.20 | |
| Lyondellbasell Industries N Shs - A - (LYB) | 0.0 | $616k | +8% | 6.0k | 102.82 | |
| Comcast Corp Cl A (CMCSA) | 0.0 | $614k | -4% | 11k | 57.06 | |
| Ishares Tr Shrt Nat Mun Etf (SUB) | 0.0 | $606k | +7% | 5.6k | 107.83 | |
| Canadian Natural Resources (CNQ) | 0.0 | $605k | -6% | 17k | 36.26 | |
| Suncor Energy (SU) | 0.0 | $604k | -5% | 25k | 23.98 | |
| Dow (DOW) | 0.0 | $601k | 9.5k | 63.24 | ||
| Hanover Insurance (THG) | 0.0 | $600k | 4.4k | 135.56 | ||
| Reliance Steel & Aluminum (RS) | 0.0 | $599k | 4.0k | 150.88 | ||
| Dupont De Nemours (DD) | 0.0 | $597k | -3% | 7.7k | 77.36 | |
| Te Connectivity Reg Shs (TEL) | 0.0 | $596k | -2% | 4.4k | 135.12 | |
| Linde SHS (LIN) | 0.0 | $593k | -2% | 2.1k | 289.27 | |
| Cibc Cad (CM) | 0.0 | $593k | -16% | 5.2k | 113.95 | |
| Garmin SHS (GRMN) | 0.0 | $589k | -3% | 4.1k | 144.65 | |
| Walgreen Boots Alliance (WBA) | 0.0 | $588k | 11k | 52.63 | ||
| Coca-cola Europacific Partne SHS (CCEP) | 0.0 | $579k | -8% | 9.8k | 59.35 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.0 | $577k | +12% | 4.8k | 120.16 | |
| Restaurant Brands Intl Inc Com equity / large cap (QSR) | 0.0 | $562k | -2% | 8.7k | 64.47 | |
| Banco Santander Adr (SAN) | 0.0 | $552k | -3% | 141k | 3.91 | |
| Amcor Ord (AMCR) | 0.0 | $548k | 48k | 11.46 | ||
| Abb Sponsored Adr (ABB) | 0.0 | $536k | -2% | 16k | 34.00 | |
| Philip Morris International (PM) | 0.0 | $533k | +5% | 5.4k | 99.05 | |
| Rbc Cad (RY) | 0.0 | $520k | -3% | 5.1k | 101.40 | |
| Bce Com New (BCE) | 0.0 | $514k | 10k | 49.28 | ||
| Advanced Micro Devices (AMD) | 0.0 | $505k | 5.4k | 93.87 | ||
| Sanofi Sponsored Adr (SNY) | 0.0 | $500k | -2% | 9.5k | 52.66 | |
| Nio Spon Ads (NIO) | 0.0 | $492k | +3% | 9.3k | 53.18 | |
| National Grid Sponsored Adr Ne (NGG) | 0.0 | $491k | -2% | 7.7k | 63.92 | |
| Relx Sponsored Adr (RELX) | 0.0 | $490k | -2% | 18k | 26.64 | |
| Koninklijke Philips N V Ny Regis Shs New (PHG) | 0.0 | $479k | +15% | 9.6k | 49.73 | |
| Ubs Group SHS (UBS) | 0.0 | $478k | +3% | 31k | 15.33 | |
| Exelon Corporation (EXC) | 0.0 | $458k | 10k | 44.34 | ||
| Parsons Corporation (PSN) | 0.0 | $454k | +86% | 12k | 39.39 | |
| Altria (MO) | 0.0 | $452k | -26% | 9.5k | 47.64 | |
| Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 0.0 | $449k | +7% | 5.7k | 78.32 | |
| Starbucks Corporation (SBUX) | 0.0 | $437k | -4% | 3.9k | 111.79 | |
| Invesco Exch Trd Slf Idx Bulshs 2021 Cb (BSCL) | 0.0 | $437k | -9% | 21k | 21.08 | |
| Kellogg Company (K) | 0.0 | $436k | 6.8k | 64.27 | ||
| International Business Machines (IBM) | 0.0 | $423k | -3% | 2.9k | 146.62 | |
| Zoom Video Communications In Cl A (ZM) | 0.0 | $417k | 1.1k | 386.83 | ||
| Invesco Exch Trd Slf Idx Bulshs 2021 Hy (BSJL) | 0.0 | $413k | -7% | 18k | 23.01 | |
| Tesla Motors (TSLA) | 0.0 | $405k | -7% | 597.00 | 678.39 | |
| Southern Company (SO) | 0.0 | $399k | -15% | 6.6k | 60.52 | |
| Lincoln National Corporation (LNC) | 0.0 | $392k | -25% | 6.2k | 62.91 | |
| Spdr Ser Tr Portfolio S&p500 (SPLG) | 0.0 | $384k | 7.6k | 50.34 | ||
| Comerica Incorporated (CMA) | 0.0 | $382k | 5.3k | 71.42 | ||
| Nasdaq Omx (NDAQ) | 0.0 | $378k | -17% | 2.1k | 175.90 | |
| Spdr Ser Tr Portfolio S&p600 (SPSM) | 0.0 | $369k | -15% | 8.4k | 43.88 | |
| CSX Corporation (CSX) | 0.0 | $350k | +237% | 11k | 32.10 | |
| Valero Energy Corporation (VLO) | 0.0 | $350k | -77% | 4.5k | 78.19 | |
| Corteva (CTVA) | 0.0 | $345k | 7.8k | 44.36 | ||
| Wec Energy Group (WEC) | 0.0 | $343k | -6% | 3.9k | 89.07 | |
| Mayville Engineering (MEC) | 0.0 | $329k | -25% | 16k | 20.08 | |
| Public Service Enterprise (PEG) | 0.0 | $321k | -3% | 5.4k | 59.74 | |
| Pioneer Natural Resources (PXD) | 0.0 | $320k | 2.0k | 162.27 | ||
| Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) | 0.0 | $307k | -4% | 5.0k | 60.85 | |
| Dimensional Etf Trust Us Equity Etf | 0.0 | $304k | NEW | 6.5k | 47.07 | |
| Spdr Ser Tr Ice Pfd Sec Etf (PSK) | 0.0 | $292k | +800% | 6.6k | 44.22 | |
Past Filings by Gradient Investments
SEC 13F filings are viewable for Gradient Investments going back to 2011
- Gradient Investments 2021 Q2 filed July 12, 2021
- Gradient Investments 2021 Q1 filed April 21, 2021
- Gradient Investments 2020 Q4 filed Jan. 8, 2021
- Gradient Investments 2020 Q3 filed Oct. 6, 2020
- Gradient Investments 2020 Q2 filed July 10, 2020
- Gradient Investments 2020 Q1 filed April 7, 2020
- Gradient Investments 2019 Q4 filed Jan. 15, 2020
- Gradient Investments 2019 Q3 filed Oct. 10, 2019
- Gradient Investments 2019 Q2 filed July 16, 2019
- Gradient Investments 2019 Q1 filed April 11, 2019
- Gradient Investments 2018 Q4 filed Jan. 18, 2019
- Gradient Investments 2018 Q3 filed Oct. 11, 2018
- Gradient Investments 2018 Q2 filed Aug. 9, 2018
- Gradient Investments 2018 Q1 filed April 11, 2018
- Gradient Investments 2017 Q4 filed Feb. 7, 2018
- Gradient Investments 2017 Q3 filed Oct. 16, 2017