Gradient Investments
Latest statistics and disclosures from Gradient Investments's latest quarterly 13F-HR filing:
- Top 5 stock holdings are SPLG, IGTR, IGIB, SPDW, SPAB, and represent 17.87% of Gradient Investments's stock portfolio.
- Added to shares of these 10 stocks: BFEB (+$76M), PFEB (+$74M), IGIB (+$47M), XFIV (+$25M), MARW (+$25M), XSVN (+$21M), IJAN (+$19M), SLB (+$18M), CAH (+$17M), ORCL (+$17M).
- Started 83 new stock positions in IYH, PID, JBL, NYT, GBTC, CMBS, Ishares Bitcoin Tr, Aurora Cannabis, TIGO, ESGU.
- Reduced shares in these 10 stocks: BJUL (-$74M), PJUL (-$45M), IGSB (-$42M), BAUG (-$26M), IGTR (-$24M), CMCSA (-$24M), TLT (-$22M), SCHW (-$21M), TSCO (-$19M), IJUL (-$18M).
- Sold out of its positions in AAON, ACCO, ADMA, AES, AMLP, IDOG, AMC, ARKQ, ARKG, ARKF.
- Gradient Investments was a net seller of stock by $-78M.
- Gradient Investments has $4.3B in assets under management (AUM), dropping by 4.28%.
- 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 1235 positions in its portfolio as reported in the March 2024 quarterly 13F filing
Gradient Investments has 1235 total positions. Only the first 250 positions are shown.
- Sign up to view all of the Gradient Investments March 31, 2024 positions
- Download the Gradient Investments March 2024 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Spdr Ser Tr Portfolio S&p500 (SPLG) | 5.2 | $223M | -3% | 3.6M | 61.53 |
|
| Innovator Etfs Trust Gradient Tactic (IGTR) | 4.0 | $171M | -12% | 6.1M | 27.97 |
|
| Ishares Tr Ishs 5-10yr Invt (IGIB) | 3.8 | $163M | +40% | 3.1M | 51.60 |
|
| Spdr Index Shs Fds Portfolio Devlpd (SPDW) | 2.5 | $110M | -3% | 3.1M | 35.84 |
|
| Spdr Ser Tr Portfolio Agrgte (SPAB) | 2.4 | $104M | -4% | 4.1M | 25.28 |
|
| Doubleline Etf Trust Mortgage Etf (DMBS) | 2.2 | $96M | +6% | 2.0M | 48.69 |
|
| Janus Detroit Str Tr Henderson Mtg (JMBS) | 2.0 | $85M | -2% | 1.9M | 45.10 |
|
| Innovator Etfs Trust Us Eqty Bufr Feb (BFEB) | 1.8 | $77M | +448357% | 1.9M | 39.28 |
|
| Microsoft Corporation (MSFT) | 1.7 | $75M | +10% | 179k | 420.72 |
|
| Innovator Etfs Trust Us Eqty Pwr Buf (PFEB) | 1.7 | $74M | +102141% | 2.2M | 34.16 |
|
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 1.6 | $71M | -4% | 433k | 164.35 |
|
| Amazon (AMZN) | 1.6 | $71M | +4% | 393k | 180.38 |
|
| Goldman Sachs Etf Tr Future Consumer (GBUY) | 1.6 | $70M | -4% | 2.2M | 31.70 |
|
| Ssga Active Etf Tr Ult Sht Trm Bd (ULST) | 1.5 | $63M | +6% | 1.6M | 40.50 |
|
| Apple (AAPL) | 1.5 | $63M | -11% | 368k | 171.48 |
|
| Invesco Actively Managed Etf Ultra Shrt Dur (GSY) | 1.5 | $63M | +6% | 1.3M | 49.89 |
|
| Alphabet Cap Stk Cl C (GOOG) | 1.4 | $59M | +3% | 389k | 152.26 |
|
| World Gold Tr Spdr Gld Minis (GLDM) | 1.4 | $59M | -3% | 1.3M | 44.05 |
|
| NVIDIA Corporation (NVDA) | 1.2 | $50M | 56k | 903.56 |
|
|
| UnitedHealth (UNH) | 1.1 | $46M | +9% | 93k | 494.70 |
|
| Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) | 1.0 | $45M | -2% | 882k | 50.74 |
|
| J P Morgan Exchange Traded F Hedged Equity La (HELO) | 1.0 | $44M | -2% | 783k | 55.97 |
|
| JPMorgan Chase & Co. (JPM) | 0.9 | $41M | -4% | 204k | 200.30 |
|
| Chevron Corporation (CVX) | 0.9 | $40M | +6% | 253k | 157.74 |
|
| Goldman Sachs (GS) | 0.9 | $38M | -3% | 91k | 417.69 |
|
| First Tr Exchange-traded First Tr Enh New (FTSM) | 0.8 | $35M | -2% | 592k | 59.62 |
|
| Ishares Tr Us Br Del Se Etf (IAI) | 0.8 | $35M | -4% | 304k | 116.01 |
|
| American Centy Etf Tr Avantis Emgmkt (AVEM) | 0.8 | $35M | -2% | 603k | 57.96 |
|
| Cigna Corp (CI) | 0.8 | $35M | -17% | 96k | 363.19 |
|
| Johnson & Johnson (JNJ) | 0.8 | $35M | 219k | 158.19 |
|
|
| Morgan Stanley Com New (MS) | 0.8 | $34M | +4% | 364k | 94.16 |
|
| Procter & Gamble Company (PG) | 0.8 | $34M | +86% | 211k | 162.25 |
|
| Vaneck Etf Trust Morningstar Smid (SMOT) | 0.8 | $34M | -4% | 1000k | 34.11 |
|
| Medtronic SHS (MDT) | 0.8 | $34M | 388k | 87.15 |
|
|
| Pimco Etf Tr Preferred And Cp (PRFD) | 0.8 | $34M | 680k | 49.62 |
|
|
| Ishares Tr Msci Intl Qualty (IQLT) | 0.8 | $33M | -3% | 820k | 39.66 |
|
| Meta Platforms Cl A (META) | 0.8 | $32M | +9% | 67k | 485.58 |
|
| Bank of America Corporation (BAC) | 0.7 | $32M | -3% | 834k | 37.92 |
|
| Automatic Data Processing (ADP) | 0.7 | $30M | +4% | 121k | 249.74 |
|
| Bondbloxx Etf Trust Bloomberg Fve Yr (XFIV) | 0.7 | $30M | +535% | 620k | 48.50 |
|
| Pimco Etf Tr 0-5 High Yield (HYS) | 0.7 | $30M | -2% | 319k | 93.48 |
|
| Nextera Energy (NEE) | 0.7 | $30M | +15% | 466k | 63.91 |
|
| Abbott Laboratories (ABT) | 0.7 | $29M | 256k | 113.66 |
|
|
| McDonald's Corporation (MCD) | 0.7 | $29M | +101% | 103k | 281.95 |
|
| Target Corporation (TGT) | 0.6 | $27M | 150k | 177.21 |
|
|
| Starbucks Corporation (SBUX) | 0.6 | $26M | +18% | 285k | 91.39 |
|
| Paypal Holdings (PYPL) | 0.6 | $25M | +9% | 379k | 66.99 |
|
| Innovator Etfs Trust Invatr 20 Pls 9 (TBJL) | 0.6 | $25M | -2% | 1.3M | 19.92 |
|
| Global X Fds Glbl X Mlp Etf (MLPA) | 0.6 | $25M | +14% | 520k | 48.22 |
|
| Aim Etf Products Trust Us Larcp B20 Mar (MARW) | 0.6 | $25M | NEW | 862k | 28.72 |
|
| Bondbloxx Etf Trust Bloomberg Seven (XSVN) | 0.6 | $24M | +544% | 510k | 47.47 |
|
| Advanced Micro Devices (AMD) | 0.6 | $24M | -17% | 133k | 180.49 |
|
| Wal-Mart Stores (WMT) | 0.5 | $23M | +229% | 382k | 60.17 |
|
| Dex (DXCM) | 0.5 | $22M | +4% | 160k | 138.70 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.5 | $22M | 53k | 420.52 |
|
|
| Matthews Asia Fds Emer Mkts Equity (MEM) | 0.5 | $22M | -3% | 733k | 29.44 |
|
| Palo Alto Networks (PANW) | 0.5 | $21M | -4% | 73k | 284.13 |
|
| ConocoPhillips (COP) | 0.5 | $21M | +25% | 163k | 127.28 |
|
| Exxon Mobil Corporation (XOM) | 0.4 | $19M | -14% | 166k | 116.24 |
|
| Boston Scientific Corporation (BSX) | 0.4 | $19M | -2% | 282k | 68.49 |
|
| Innovator Etfs Trust Intrnl Dev Jan (IJAN) | 0.4 | $19M | +141709% | 616k | 31.29 |
|
| Lowe's Companies (LOW) | 0.4 | $19M | +2% | 75k | 254.73 |
|
| Global Payments (GPN) | 0.4 | $19M | -3% | 143k | 133.66 |
|
| Visa Com Cl A (V) | 0.4 | $19M | -2% | 69k | 279.08 |
|
| Ishares Tr Conv Bd Etf (ICVT) | 0.4 | $19M | -3% | 238k | 79.83 |
|
| Alexandria Real Estate Equities (ARE) | 0.4 | $19M | -5% | 146k | 128.91 |
|
| Schlumberger Com Stk (SLB) | 0.4 | $18M | +2766% | 337k | 54.81 |
|
| Lam Research Corporation (LRCX) | 0.4 | $18M | +29% | 19k | 971.57 |
|
| Ball Corporation (BALL) | 0.4 | $18M | -6% | 273k | 67.36 |
|
| Bondbloxx Etf Trust Bloomberg Three (XTRE) | 0.4 | $18M | +543% | 373k | 48.90 |
|
| Dover Corporation (DOV) | 0.4 | $18M | -7% | 101k | 177.19 |
|
| Costco Wholesale Corporation (COST) | 0.4 | $18M | -9% | 24k | 732.62 |
|
| Extra Space Storage (EXR) | 0.4 | $18M | -36% | 121k | 147.00 |
|
| Home Depot (HD) | 0.4 | $18M | -16% | 46k | 383.60 |
|
| Kenvue (KVUE) | 0.4 | $17M | +8% | 809k | 21.46 |
|
| Ameriprise Financial (AMP) | 0.4 | $17M | -12% | 40k | 438.44 |
|
| Oracle Corporation (ORCL) | 0.4 | $17M | +3876% | 137k | 125.61 |
|
| J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.4 | $17M | -4% | 297k | 57.86 |
|
| Blackstone Group Inc Com Cl A (BX) | 0.4 | $17M | -8% | 130k | 131.37 |
|
| Raytheon Technologies Corp (RTX) | 0.4 | $17M | -13% | 175k | 97.53 |
|
| Abbvie (ABBV) | 0.4 | $17M | +894% | 94k | 182.10 |
|
| Chubb (CB) | 0.4 | $17M | -8% | 66k | 259.13 |
|
| Servicenow (NOW) | 0.4 | $17M | -12% | 22k | 762.41 |
|
| Constellation Brands Cl A (STZ) | 0.4 | $17M | -2% | 63k | 271.76 |
|
| MetLife (MET) | 0.4 | $17M | -3% | 228k | 74.11 |
|
| American Express Company (AXP) | 0.4 | $17M | -24% | 74k | 227.69 |
|
| Broadcom (AVGO) | 0.4 | $17M | -16% | 13k | 1325.37 |
|
| Cardinal Health (CAH) | 0.4 | $17M | +55483% | 150k | 111.90 |
|
| American Tower Reit (AMT) | 0.4 | $17M | 85k | 197.59 |
|
|
| L3harris Technologies (LHX) | 0.4 | $17M | -6% | 78k | 213.10 |
|
| CVS Caremark Corporation (CVS) | 0.4 | $17M | -4% | 208k | 79.76 |
|
| Intercontinental Exchange (ICE) | 0.4 | $16M | -13% | 120k | 137.43 |
|
| SYSCO Corporation (SYY) | 0.4 | $16M | -8% | 202k | 81.18 |
|
| Microchip Technology (MCHP) | 0.4 | $16M | 183k | 89.71 |
|
|
| Coca-Cola Company (KO) | 0.4 | $16M | -35% | 267k | 61.18 |
|
| Charles Schwab Corporation (SCHW) | 0.4 | $16M | -55% | 225k | 72.34 |
|
| Ares Management Corporation Cl A Com Stk (ARES) | 0.4 | $16M | -11% | 122k | 132.98 |
|
| Amgen (AMGN) | 0.4 | $16M | -8% | 57k | 284.32 |
|
| Interpublic Group of Companies (IPG) | 0.4 | $16M | -2% | 493k | 32.63 |
|
| Netflix (NFLX) | 0.4 | $16M | -12% | 27k | 607.34 |
|
| Arthur J. Gallagher & Co. (AJG) | 0.4 | $16M | +304861% | 64k | 250.04 |
|
| United Rentals (URI) | 0.4 | $16M | -19% | 22k | 721.10 |
|
| Wendy's/arby's Group (WEN) | 0.4 | $16M | +9% | 839k | 18.84 |
|
| Becton, Dickinson and (BDX) | 0.4 | $16M | +4% | 63k | 247.45 |
|
| Doubleline Etf Trust Commercial Real (DCRE) | 0.4 | $16M | 305k | 51.25 |
|
|
| Cme (CME) | 0.4 | $16M | +2% | 72k | 215.29 |
|
| Bondbloxx Etf Trust Bloomberg Ten Yr (XTEN) | 0.4 | $15M | +539% | 328k | 46.72 |
|
| New York Times Cl A (NYT) | 0.4 | $15M | NEW | 352k | 43.22 |
|
| Accenture Plc Ireland Shs Class A (ACN) | 0.4 | $15M | -9% | 44k | 346.61 |
|
| Neos Etf Trust Neos S&p 500 Hi (SPYI) | 0.3 | $15M | +13% | 299k | 50.36 |
|
| Zimmer Holdings (ZBH) | 0.3 | $15M | +59968% | 111k | 131.98 |
|
| Nike CL B (NKE) | 0.3 | $14M | 150k | 93.98 |
|
|
| First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE) | 0.3 | $14M | +12% | 784k | 17.32 |
|
| salesforce (CRM) | 0.3 | $14M | +1906% | 45k | 301.18 |
|
| O'reilly Automotive (ORLY) | 0.3 | $13M | +7% | 12k | 1128.83 |
|
| Quanta Services (PWR) | 0.3 | $13M | -4% | 51k | 259.80 |
|
| Intuit (INTU) | 0.3 | $13M | 20k | 650.00 |
|
|
| Ecolab (ECL) | 0.3 | $13M | 56k | 230.90 |
|
|
| Avery Dennison Corporation (AVY) | 0.3 | $12M | +6% | 56k | 223.25 |
|
| Equinix (EQIX) | 0.2 | $10M | +4% | 13k | 825.34 |
|
| Chipotle Mexican Grill (CMG) | 0.2 | $10M | -23% | 3.5k | 2906.77 |
|
| Waste Connections (WCN) | 0.2 | $10M | -2% | 59k | 172.01 |
|
| Iqvia Holdings (IQV) | 0.2 | $9.9M | -2% | 39k | 252.89 |
|
| Southwest Airlines (LUV) | 0.2 | $9.9M | -10% | 338k | 29.19 |
|
| Innovator Etfs Trust Us Sml Cp Pwr B (KJAN) | 0.2 | $9.8M | +31713% | 276k | 35.37 |
|
| Mastercard Incorporated Cl A (MA) | 0.2 | $9.6M | 20k | 481.57 |
|
|
| Thermo Fisher Scientific (TMO) | 0.2 | $9.5M | 16k | 581.21 |
|
|
| Innovator Etfs Trust Emrgng Mkt Jan (EJAN) | 0.2 | $9.5M | +65658% | 329k | 28.94 |
|
| First Tr Exchng Traded Fd Vi Skybridge Crypto (CRPT) | 0.1 | $6.4M | +93% | 441k | 14.45 |
|
| Ishares Tr Ibonds 24 Trm Ts (IBTE) | 0.1 | $6.1M | -3% | 253k | 23.94 |
|
| Ishares Tr Ibonds 25 Trm Ts (IBTF) | 0.1 | $5.9M | -2% | 254k | 23.23 |
|
| Shockwave Med (SWAV) | 0.1 | $5.8M | -22% | 18k | 325.63 |
|
| Ishares Tr Msci Kld400 Soc (DSI) | 0.1 | $5.2M | +2% | 52k | 100.81 |
|
| Azek Cl A (AZEK) | 0.1 | $5.2M | -21% | 105k | 50.22 |
|
| Invesco Exch Traded Fd Tr Ii Kbw Hig Dv Yld (KBWD) | 0.1 | $5.2M | +15% | 333k | 15.49 |
|
| Lockheed Martin Corporation (LMT) | 0.1 | $5.1M | -2% | 11k | 454.87 |
|
| Abrdn Platinum Etf Trust Physcl Platm Shs (PPLT) | 0.1 | $5.0M | -3% | 60k | 83.55 |
|
| Vaneck Etf Trust Bdc Income Etf (BIZD) | 0.1 | $5.0M | +12% | 295k | 16.90 |
|
| Vaneck Etf Trust Clo Etf (CLOI) | 0.1 | $4.9M | +18% | 94k | 52.82 |
|
| Series Portfolios Tr Panagram Bbb B (CLOZ) | 0.1 | $4.9M | +17% | 184k | 26.80 |
|
| Innovator Etfs Trust Intrnl Dev July (IJUL) | 0.1 | $4.9M | -78% | 173k | 28.21 |
|
| Texas Roadhouse (TXRH) | 0.1 | $4.8M | -15% | 31k | 154.47 |
|
| Ark Etf Tr Next Gnrtn Inter (ARKW) | 0.1 | $4.8M | +383% | 57k | 83.30 |
|
| Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP) | 0.1 | $4.7M | -4% | 229k | 20.43 |
|
| Invesco Exch Trd Slf Idx Bulshs 2024 Cb (BSCO) | 0.1 | $4.7M | -5% | 223k | 20.97 |
|
| Southwestern Energy Company (SWN) | 0.1 | $4.6M | 612k | 7.58 |
|
|
| Fortinet (FTNT) | 0.1 | $4.6M | -14% | 67k | 68.31 |
|
| Invitation Homes (INVH) | 0.1 | $4.4M | 124k | 35.61 |
|
|
| Healthequity (HQY) | 0.1 | $4.4M | -6% | 54k | 81.63 |
|
| Lpl Financial Holdings (LPLA) | 0.1 | $4.4M | -10% | 17k | 264.20 |
|
| Saia (SAIA) | 0.1 | $4.3M | -20% | 7.4k | 585.02 |
|
| Snap Cl A (SNAP) | 0.1 | $4.3M | +6% | 375k | 11.48 |
|
| Abrdn Silver Etf Trust Physcl Silvr Shs (SIVR) | 0.1 | $4.2M | -4% | 178k | 23.81 |
|
| Amplify Etf Tr Blockchain Ldr (BLOK) | 0.1 | $4.2M | +81% | 114k | 36.44 |
|
| Pacira Pharmaceuticals (PCRX) | 0.1 | $4.0M | 138k | 29.22 |
|
|
| Ulta Salon, Cosmetics & Fragrance (ULTA) | 0.1 | $4.0M | -18% | 7.6k | 522.88 |
|
| Ishares Gold Tr Ishares New (IAU) | 0.1 | $3.8M | +2% | 91k | 42.01 |
|
| Five Below (FIVE) | 0.1 | $3.8M | -3% | 21k | 181.38 |
|
| Spdr Ser Tr S&p 500 Esg Etf (EFIV) | 0.1 | $3.5M | +2% | 70k | 50.64 |
|
| Lululemon Athletica (LULU) | 0.1 | $3.5M | -5% | 9.0k | 390.65 |
|
| Neos Etf Trust Neos Enh Inc 1-3 (CSHI) | 0.1 | $3.4M | -4% | 69k | 49.80 |
|
| Ishares Tr Esg Aware Msci (ESML) | 0.1 | $3.3M | +3% | 82k | 40.27 |
|
| Spdr Ser Tr Bloomberg 1-3 Mo (BIL) | 0.1 | $2.7M | +521% | 30k | 91.80 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.1 | $2.5M | +303% | 9.8k | 259.90 |
|
| Ishares Tr Esg Awr Us Agrgt (EAGG) | 0.1 | $2.5M | -5% | 52k | 47.06 |
|
| Sprott Physical Silver Tr Tr Unit (PSLV) | 0.1 | $2.4M | +6% | 290k | 8.29 |
|
| Goldman Sachs Etf Tr Just Us Lrg Cp (JUST) | 0.1 | $2.3M | 31k | 75.05 |
|
|
| F5 Networks (FFIV) | 0.1 | $2.2M | -11% | 12k | 189.58 |
|
| Tidal Tr Ii Roundhill Gener (CHAT) | 0.0 | $1.9M | NEW | 53k | 35.59 |
|
| First Tr Exchange-traded Nasdq Artfcial (ROBT) | 0.0 | $1.8M | +127% | 39k | 45.24 |
|
| Ishares Tr Ibonds 26 Trm Ts (IBTG) | 0.0 | $1.7M | 76k | 22.71 |
|
|
| Ishares Tr Msci Lw Crb Tg (CRBN) | 0.0 | $1.7M | +3% | 9.6k | 179.49 |
|
| First Tr Exchange-traded Indxx Inovtv Etf (LEGR) | 0.0 | $1.6M | +118% | 38k | 42.95 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.0 | $1.4M | -21% | 3.2k | 443.98 |
|
| Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ) | 0.0 | $1.4M | 74k | 19.21 |
|
|
| Tesla Motors (TSLA) | 0.0 | $1.4M | -21% | 8.1k | 175.79 |
|
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.0 | $1.4M | -9% | 18k | 80.63 |
|
| Suncor Energy (SU) | 0.0 | $1.3M | +3% | 35k | 36.91 |
|
| Innovator Etfs Trust Us Eqty Pwr Buf (PJUL) | 0.0 | $1.3M | -97% | 34k | 37.98 |
|
| Proshares Tr Bitcoin Strate (BITO) | 0.0 | $1.3M | +9% | 39k | 32.30 |
|
| Innovator Etfs Trust Us Eqty Bufr Jul (BJUL) | 0.0 | $1.2M | -98% | 30k | 40.33 |
|
| Invesco Exch Trd Slf Idx Bulshs 2025 Hy (BSJP) | 0.0 | $1.0M | -2% | 44k | 22.95 |
|
| Invesco Exch Trd Slf Idx Bulshs 2024 Hy (BSJO) | 0.0 | $1.0M | -3% | 44k | 22.73 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.0 | $948k | -2% | 2.0k | 480.80 |
|
| Global X Fds S&p 500 Catholic (CATH) | 0.0 | $947k | -8% | 15k | 63.64 |
|
| Spdr Ser Tr Nuveen Blmbrg Mu (TFI) | 0.0 | $924k | 20k | 46.48 |
|
|
| Spdr Ser Tr Spdr Msci Usa Ge (SHE) | 0.0 | $861k | +3% | 8.1k | 105.85 |
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.0 | $854k | -69% | 1.6k | 522.95 |
|
| Marathon Petroleum Corp (MPC) | 0.0 | $841k | -6% | 4.2k | 201.52 |
|
| Canadian Natural Resources (CNQ) | 0.0 | $841k | +9% | 11k | 76.32 |
|
| Valero Energy Corporation (VLO) | 0.0 | $817k | -41% | 4.8k | 170.69 |
|
| Ishares Tr Esg Awre Usd Etf (SUSC) | 0.0 | $815k | -5% | 36k | 22.99 |
|
| Wells Fargo & Company (WFC) | 0.0 | $810k | -2% | 14k | 57.96 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.0 | $771k | -34% | 5.1k | 150.93 |
|
| AFLAC Incorporated (AFL) | 0.0 | $744k | -33% | 8.7k | 85.86 |
|
| Diamondback Energy (FANG) | 0.0 | $731k | +8% | 3.7k | 198.17 |
|
| Vanguard Index Fds Growth Etf (VUG) | 0.0 | $673k | +24% | 2.0k | 344.25 |
|
| Sempra Energy (SRE) | 0.0 | $668k | -30% | 9.3k | 71.83 |
|
| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.0 | $654k | +3060% | 11k | 60.30 |
|
| Pepsi (PEP) | 0.0 | $651k | -53% | 3.7k | 175.01 |
|
| Vanguard Index Fds Value Etf (VTV) | 0.0 | $645k | +10% | 4.0k | 162.86 |
|
| Marathon Oil Corporation (MRO) | 0.0 | $635k | +5% | 22k | 28.34 |
|
| Shell Spon Ads (SHEL) | 0.0 | $611k | -3% | 9.1k | 67.04 |
|
| Canadian Natl Ry (CNI) | 0.0 | $609k | -13% | 4.6k | 131.71 |
|
| Hanover Insurance (THG) | 0.0 | $603k | 4.4k | 136.17 |
|
|
| Boeing Company (BA) | 0.0 | $593k | -57% | 3.1k | 192.99 |
|
| Halliburton Company (HAL) | 0.0 | $584k | +6% | 15k | 39.42 |
|
| Sumitomo Mitsui Finl Group I Sponsored Adr (SMFG) | 0.0 | $574k | -7% | 49k | 11.77 |
|
| Grupo Aeroportuario Del Cent Spon Adr (OMAB) | 0.0 | $574k | -5% | 7.3k | 79.09 |
|
| Cibc Cad (CM) | 0.0 | $551k | -13% | 11k | 50.72 |
|
| Bank Of Montreal Cadcom (BMO) | 0.0 | $549k | -8% | 5.6k | 97.69 |
|
| Spdr Ser Tr Portfolio Intrmd (SPIB) | 0.0 | $546k | -8% | 17k | 32.69 |
|
| CRH Ord (CRH) | 0.0 | $544k | -20% | 6.3k | 86.27 |
|
| Coca-cola Europacific Partne SHS (CCEP) | 0.0 | $530k | -6% | 7.6k | 69.95 |
|
| Linde SHS (LIN) | 0.0 | $526k | -21% | 1.1k | 464.29 |
|
| Merck & Co (MRK) | 0.0 | $525k | -47% | 4.0k | 131.96 |
|
| Antero Res (AR) | 0.0 | $518k | +15% | 18k | 29.00 |
|
| Totalenergies Se Sponsored Ads (TTE) | 0.0 | $517k | +2% | 7.5k | 68.83 |
|
| Te Connectivity SHS (TEL) | 0.0 | $512k | -5% | 3.5k | 145.25 |
|
| EOG Resources (EOG) | 0.0 | $508k | +7% | 4.0k | 127.84 |
|
| Mayville Engineering (MEC) | 0.0 | $506k | 35k | 14.33 |
|
|
| Ubs Group SHS (UBS) | 0.0 | $496k | -10% | 16k | 30.72 |
|
| FedEx Corporation (FDX) | 0.0 | $489k | -3% | 1.7k | 289.78 |
|
| Toyota Motor Corp Ads (TM) | 0.0 | $488k | -22% | 1.9k | 251.68 |
|
| Astrazeneca Sponsored Adr (AZN) | 0.0 | $484k | -2% | 7.1k | 67.75 |
|
| Novartis Sponsored Adr (NVS) | 0.0 | $482k | -10% | 5.0k | 96.72 |
|
| Cisco Systems (CSCO) | 0.0 | $478k | +25% | 9.6k | 49.91 |
|
| Toronto Dominion Bk Ont Com New (TD) | 0.0 | $478k | 7.9k | 60.38 |
|
|
| Relx Sponsored Adr (RELX) | 0.0 | $476k | -9% | 11k | 43.29 |
|
| Walt Disney Company (DIS) | 0.0 | $475k | -55% | 3.9k | 122.36 |
|
| Rbc Cad (RY) | 0.0 | $473k | -6% | 4.7k | 100.88 |
|
| Cheniere Energy Com New (LNG) | 0.0 | $471k | +11% | 2.9k | 161.28 |
|
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.0 | $470k | -35% | 3.5k | 136.03 |
|
| Sanofi Sponsored Adr (SNY) | 0.0 | $461k | +2176% | 9.5k | 48.60 |
|
| Diageo Spon Adr New (DEO) | 0.0 | $460k | -7% | 3.1k | 148.74 |
|
| Prudential Adr (PUK) | 0.0 | $456k | +7% | 24k | 19.27 |
|
| Williams Companies (WMB) | 0.0 | $441k | +9% | 11k | 38.97 |
|
| HSBC HLDGS Spon Adr New (HSBC) | 0.0 | $433k | -4% | 11k | 39.36 |
|
| Ares Capital Corporation (ARCC) | 0.0 | $428k | 21k | 20.82 |
|
|
| Caterpillar (CAT) | 0.0 | $415k | -72% | 1.1k | 366.47 |
|
| At&t (T) | 0.0 | $413k | -57% | 24k | 17.60 |
|
| Vaneck Etf Trust Intrmdt Muni Etf (ITM) | 0.0 | $412k | 8.9k | 46.51 |
|
|
| Kellogg Company (K) | 0.0 | $390k | -5% | 6.8k | 57.29 |
|
| Dimensional Etf Trust Us Mktwide Value (DFUV) | 0.0 | $386k | 9.4k | 40.90 |
|
|
| Invesco Exch Traded Fd Tr Ii S&p 500 Hb Etf (SPHB) | 0.0 | $385k | -7% | 4.4k | 87.74 |
|
| Spdr Gold Tr Gold Shs (GLD) | 0.0 | $364k | -21% | 1.8k | 205.72 |
|
| Citigroup Com New (C) | 0.0 | $345k | -12% | 5.5k | 63.24 |
|
| Select Sector Spdr Tr Financial (XLF) | 0.0 | $342k | +5% | 8.1k | 42.12 |
|
| Sierra Ban (BSRR) | 0.0 | $335k | -32% | 17k | 20.20 |
|
| Intel Corporation (INTC) | 0.0 | $333k | -27% | 7.5k | 44.17 |
|
Past Filings by Gradient Investments
SEC 13F filings are viewable for Gradient Investments going back to 2011
- Gradient Investments 2024 Q1 filed April 23, 2024
- Gradient Investments 2023 Q4 filed Jan. 18, 2024
- Gradient Investments 2023 Q3 filed Oct. 27, 2023
- Gradient Investments 2023 Q2 filed July 11, 2023
- Gradient Investments 2023 Q1 filed April 17, 2023
- Gradient Investments 2022 Q4 filed Jan. 10, 2023
- Gradient Investments 2022 Q3 filed Oct. 14, 2022
- Gradient Investments 2022 Q2 filed July 11, 2022
- Gradient Investments 2022 Q1 filed May 26, 2022
- Gradient Investments 2021 Q4 filed Jan. 12, 2022
- Gradient Investments 2021 Q3 filed Oct. 18, 2021
- Gradient Investments 2021 Q2 filed July 12, 2021
- Gradient Investments 2021 Q1 filed April 21, 2021
- Gradient Investments 2020 Q4 filed Jan. 8, 2021
- Gradient Investments 2020 Q3 filed Oct. 6, 2020
- Gradient Investments 2020 Q2 filed July 10, 2020