Gradient Investments
Latest statistics and disclosures from Gradient Investments's latest quarterly 13F-HR filing:
- Top 5 stock holdings are SPLG, SPAB, IGIB, SPTI, SPDW, and represent 18.42% of Gradient Investments's stock portfolio.
- Added to shares of these 10 stocks: IGIB (+$32M), ARE (+$28M), PDEC (+$25M), EXR (+$25M), SPSM (+$25M), POCT (+$21M), SPMB (+$17M), SPLB (+$16M), RTX (+$16M), ORCL (+$15M).
- Started 203 new stock positions in VLUE, ANET, LANC, APH, KRE, NOG, CANO, GOVT, MUSA, FDS.
- Reduced shares in these 10 stocks: BIL (-$310M), GEMD (-$24M), SPAB (-$23M), SPTI (-$21M), ICSH (-$19M), HD (-$18M), TJX (-$18M), PSEP (-$17M), NEE (-$16M), WMT (-$15M).
- Sold out of its positions in ABCM, OUSA, AWP, AGD, SGOL, Abiomed, ADX, YOLO, ACI, ALGN.
- Gradient Investments was a net seller of stock by $-263M.
- Gradient Investments has $3.2B in assets under management (AUM), dropping by -2.96%.
- Central Index Key (CIK): 0001542265
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Portfolio Holdings for Gradient Investments
Gradient Investments holds 1496 positions in its portfolio as reported in the December 2022 quarterly 13F filing
Gradient Investments has 1496 total positions. Only the first 250 positions are shown.
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- Download the Gradient Investments December 2022 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Spdr Ser Tr Portfolio S&p500 (SPLG) | 4.6 | $145M | 3.2M | 44.98 | ||
| Spdr Ser Tr Portfolio Agrgte (SPAB) | 4.3 | $136M | -14% | 5.4M | 25.13 | |
| Ishares Tr Ishs 5-10yr Invt (IGIB) | 3.8 | $122M | +35% | 2.5M | 49.51 | |
| Spdr Ser Tr Portfli Intrmdit (SPTI) | 3.6 | $115M | -15% | 4.1M | 28.24 | |
| Spdr Index Shs Fds Portfolio Devlpd (SPDW) | 2.1 | $68M | 2.3M | 29.69 | ||
| Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 2.1 | $68M | 1.0M | 65.61 | ||
| World Gold Tr Spdr Gld Minis (GLDM) | 2.0 | $64M | 1.8M | 36.19 | ||
| Ishares Core Msci Emkt (IEMG) | 2.0 | $63M | 1.4M | 46.70 | ||
| Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP) | 1.7 | $54M | 655k | 82.60 | ||
| Spdr Ser Tr Portfolio Intrmd (SPIB) | 1.6 | $51M | -18% | 1.6M | 31.83 | |
| Global X Fds Rate Preferred (PFFV) | 1.6 | $50M | 2.2M | 22.50 | ||
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 1.5 | $49M | 427k | 113.96 | ||
| Spdr Ser Tr Portfolio S&p600 (SPSM) | 1.5 | $48M | +104% | 1.3M | 36.97 | |
| J P Morgan Exchange Traded F Equity Premium (JEPI) | 1.4 | $44M | 804k | 54.49 | ||
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| Apple (AAPL) | 1.4 | $44M | 336k | 129.93 | ||
| Pacer Fds Tr Data And Infrast (SRVR) | 1.2 | $38M | 1.3M | 29.02 | ||
| Vaneck Etf Trust Fallen Angel Hg (ANGL) | 1.2 | $38M | -4% | 1.4M | 27.02 | |
| Microsoft Corporation (MSFT) | 1.2 | $38M | +4% | 158k | 239.82 | |
| Ssga Active Etf Tr Blackstone Senr (SRLN) | 1.2 | $38M | -3% | 919k | 40.90 | |
| Ishares Tr Ishares Biotech (IBB) | 1.1 | $36M | 272k | 131.29 | ||
| Chevron Corporation (CVX) | 1.0 | $33M | 182k | 179.49 | ||
| Amazon (AMZN) | 1.0 | $32M | 385k | 84.00 | ||
| Spdr Ser Tr Portfolio Ln Cor (SPLB) | 1.0 | $32M | +96% | 1.4M | 22.45 | |
| JPMorgan Chase & Co. (JPM) | 1.0 | $31M | -14% | 229k | 134.10 | |
| Alphabet Cap Stk Cl C (GOOG) | 1.0 | $30M | -2% | 340k | 88.73 | |
| Target Corporation (TGT) | 0.9 | $29M | +74% | 191k | 149.04 | |
| Alexandria Real Estate Equities (ARE) | 0.9 | $28M | NEW | 192k | 145.67 | |
| Innovator Etfs Tr Us Eqty Pwr Buf (PDEC) | 0.8 | $25M | NEW | 848k | 29.89 | |
| Extra Space Storage (EXR) | 0.8 | $25M | +123863% | 171k | 147.18 | |
| Johnson & Johnson (JNJ) | 0.8 | $25M | 140k | 176.65 | ||
| Cigna Corp (CI) | 0.8 | $24M | -9% | 72k | 331.34 | |
| Bank of America Corporation (BAC) | 0.7 | $24M | -6% | 716k | 33.12 | |
| Lowe's Companies (LOW) | 0.7 | $23M | 117k | 199.24 | ||
| Broadcom (AVGO) | 0.7 | $23M | 41k | 559.13 | ||
| Comcast Corp Cl A (CMCSA) | 0.7 | $22M | +16% | 635k | 34.97 | |
| Innovator Etfs Tr Us Eqty Pwr Buf (POCT) | 0.7 | $21M | NEW | 708k | 30.07 | |
| Paypal Holdings (PYPL) | 0.6 | $20M | -2% | 280k | 71.22 | |
| Exxon Mobil Corporation (XOM) | 0.6 | $20M | -5% | 181k | 110.30 | |
| Invesco Exch Trd Slf Idx Bulshs 2023 Cb (BSCN) | 0.6 | $20M | +20% | 945k | 20.98 | |
| Bristol Myers Squibb (BMY) | 0.6 | $20M | +3% | 272k | 71.95 | |
| Medtronic SHS (MDT) | 0.6 | $19M | +22% | 245k | 77.72 | |
| Invesco Exch Trd Slf Idx Bulshs 2024 Cb (BSCO) | 0.6 | $19M | +23% | 923k | 20.49 | |
| Blackstone Group Inc Com Cl A (BX) | 0.6 | $18M | +17% | 246k | 74.19 | |
| J P Morgan Exchange Traded F High Yld Resrch (JPHY) | 0.6 | $18M | +34% | 398k | 43.84 | |
| Spdr Ser Tr Port Mtg Bk Etf (SPMB) | 0.5 | $17M | +46411% | 784k | 21.70 | |
| UnitedHealth (UNH) | 0.5 | $17M | -6% | 32k | 530.19 | |
| Home Depot (HD) | 0.5 | $16M | -52% | 52k | 315.86 | |
| Meta Platforms Cl A (META) | 0.5 | $16M | -4% | 132k | 120.34 | |
| Raytheon Technologies Corp (RTX) | 0.5 | $16M | +4227% | 157k | 100.92 | |
| Starbucks Corporation (SBUX) | 0.5 | $16M | -9% | 159k | 99.20 | |
| Willis Towers Watson SHS (WTW) | 0.5 | $16M | 64k | 244.58 | ||
| Oracle Corporation (ORCL) | 0.5 | $16M | +8736% | 190k | 81.74 | |
| Essential Utils (WTRG) | 0.5 | $16M | +6% | 325k | 47.73 | |
| Analog Devices (ADI) | 0.5 | $15M | +3% | 94k | 164.03 | |
| Becton, Dickinson and (BDX) | 0.5 | $15M | +125185% | 60k | 254.30 | |
| Chubb (CB) | 0.5 | $15M | +15231% | 69k | 220.60 | |
| Air Products & Chemicals (APD) | 0.5 | $15M | +56709% | 49k | 308.26 | |
| Celanese Corporation (CE) | 0.5 | $15M | +28% | 148k | 102.24 | |
| Dover Corporation (DOV) | 0.5 | $15M | +3% | 111k | 135.41 | |
| Goldman Sachs (GS) | 0.5 | $15M | -26% | 44k | 343.38 | |
| Fidelity National Information Services (FIS) | 0.5 | $15M | +40% | 220k | 67.85 | |
| Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP) | 0.5 | $15M | +19% | 741k | 20.14 | |
| Intercontinental Exchange (ICE) | 0.5 | $15M | +6% | 144k | 102.59 | |
| Spdr Ser Tr Portfolio Ln Tsr (SPTL) | 0.5 | $15M | NEW | 508k | 29.03 | |
| Darden Restaurants (DRI) | 0.5 | $15M | 106k | 138.33 | ||
| United Parcel Service CL B (UPS) | 0.5 | $15M | +7% | 84k | 173.84 | |
| American Tower Reit (AMT) | 0.5 | $15M | +16% | 69k | 211.86 | |
| Ameriprise Financial (AMP) | 0.5 | $15M | -5% | 47k | 311.37 | |
| Citizens Financial (CFG) | 0.5 | $15M | +6% | 369k | 39.37 | |
| stock (SPLK) | 0.5 | $15M | -16% | 168k | 86.09 | |
| Union Pacific Corporation (UNP) | 0.5 | $14M | +9% | 70k | 207.07 | |
| Microchip Technology (MCHP) | 0.5 | $14M | -6% | 205k | 70.25 | |
| CVS Caremark Corporation (CVS) | 0.5 | $14M | +5% | 153k | 93.19 | |
| Crown Castle Intl (CCI) | 0.4 | $14M | +25% | 105k | 135.64 | |
| 3M Company (MMM) | 0.4 | $14M | +11% | 119k | 119.92 | |
| Digital Realty Trust (DLR) | 0.4 | $14M | +25% | 142k | 100.27 | |
| Ball Corporation (BALL) | 0.4 | $14M | +13036% | 277k | 51.14 | |
| SYSCO Corporation (SYY) | 0.4 | $14M | +2% | 184k | 76.45 | |
| Cme (CME) | 0.4 | $14M | +45204% | 83k | 168.16 | |
| Fifth Third Ban (FITB) | 0.4 | $14M | +10% | 422k | 32.81 | |
| Ares Management Corporation Cl A Com Stk (ARES) | 0.4 | $14M | 202k | 68.44 | ||
| Global Payments (GPN) | 0.4 | $14M | +2% | 139k | 99.32 | |
| AvalonBay Communities (AVB) | 0.4 | $14M | +23% | 85k | 161.52 | |
| ConocoPhillips (COP) | 0.4 | $14M | +11% | 115k | 118.00 | |
| Public Storage (PSA) | 0.4 | $14M | +9% | 48k | 280.19 | |
| Boston Scientific Corporation (BSX) | 0.4 | $14M | -35% | 291k | 46.27 | |
| L3harris Technologies (LHX) | 0.4 | $14M | +5% | 65k | 208.21 | |
| Netflix (NFLX) | 0.4 | $13M | -33% | 45k | 294.88 | |
| V.F. Corporation (VFC) | 0.4 | $13M | +55% | 478k | 27.61 | |
| Innovator Etfs Tr Us Sml Cp Pwr B (KOCT) | 0.4 | $13M | NEW | 505k | 25.24 | |
| Vaneck Etf Trust Morningstar Smid | 0.4 | $13M | NEW | 469k | 27.03 | |
| Wisdomtree Tr Us Smallcap Fund (EES) | 0.4 | $12M | +388296% | 291k | 42.59 | |
| Invesco Exch Traded Fd Tr Ii S&p Smlcp Helt (PSCH) | 0.4 | $12M | +407804% | 94k | 131.99 | |
| Global X Fds Glbl X Mlp Etf (MLPA) | 0.4 | $12M | -9% | 281k | 41.29 | |
| NVIDIA Corporation (NVDA) | 0.4 | $11M | -10% | 78k | 146.14 | |
| Procter & Gamble Company (PG) | 0.4 | $11M | -7% | 74k | 151.56 | |
| Invesco Actively Managed Etf Ultra Shrt Dur (GSY) | 0.4 | $11M | +80% | 225k | 49.46 | |
| Visa Com Cl A (V) | 0.4 | $11M | -5% | 53k | 207.76 | |
| Ssga Active Etf Tr Ult Sht Trm Bd (ULST) | 0.3 | $11M | +80% | 277k | 39.98 | |
| Invesco Exch Trd Slf Idx Bulshs 2024 Hy (BSJO) | 0.3 | $11M | 497k | 22.12 | ||
| Ishares Tr Ibonds 23 Trm Ts (IBTD) | 0.3 | $11M | +27% | 423k | 24.70 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.3 | $10M | -7% | 33k | 308.90 | |
| Wal-Mart Stores (WMT) | 0.3 | $10M | -60% | 71k | 141.79 | |
| Dex (DXCM) | 0.3 | $10M | -14% | 89k | 113.24 | |
| Palo Alto Networks (PANW) | 0.3 | $9.7M | +5% | 69k | 139.54 | |
| Advanced Micro Devices (AMD) | 0.3 | $9.7M | +8% | 150k | 64.77 | |
| Servicenow (NOW) | 0.3 | $9.7M | +4% | 25k | 388.27 | |
| Iqvia Holdings (IQV) | 0.3 | $9.6M | -3% | 47k | 204.89 | |
| Ishares Tr Ibonds 24 Trm Ts (IBTE) | 0.3 | $9.4M | +32% | 394k | 23.85 | |
| Invesco Exch Trd Slf Idx Bulshs 2023 Hy (BSJN) | 0.3 | $9.2M | 395k | 23.31 | ||
| Coca-Cola Company (KO) | 0.3 | $9.1M | 144k | 63.61 | ||
| Lockheed Martin Corporation (LMT) | 0.3 | $9.0M | +183% | 18k | 486.50 | |
| Sensata Technologies Hldg Pl SHS (ST) | 0.3 | $8.8M | -2% | 219k | 40.38 | |
| Innovator Etfs Tr Emrgng Mkt July (EJUL) | 0.3 | $8.5M | +55% | 372k | 22.83 | |
| Spdr Ser Tr Prtflo S&p500 Hi (SPYD) | 0.3 | $8.5M | -35% | 214k | 39.58 | |
| First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE) | 0.3 | $8.5M | +5% | 505k | 16.80 | |
| Invesco Exch Traded Fd Tr Ii Kbw Hig Dv Yld (KBWD) | 0.3 | $8.4M | NEW | 564k | 14.86 | |
| Invesco Exch Trd Slf Idx Bulshs 2025 Hy (BSJP) | 0.3 | $8.4M | -37% | 379k | 22.11 | |
| Innovator Etfs Tr Grwt100 Pwr Buf (NOCT) | 0.3 | $8.3M | NEW | 238k | 35.05 | |
| Vaneck Etf Trust Bdc Income Etf (BIZD) | 0.3 | $8.1M | 570k | 14.15 | ||
| Nextera Energy (NEE) | 0.3 | $8.0M | -66% | 96k | 83.60 | |
| Southwest Airlines (LUV) | 0.3 | $8.0M | -29% | 237k | 33.67 | |
| Innovator Etfs Tr Intrnl Dev July (IJUL) | 0.2 | $7.8M | -40% | 325k | 23.84 | |
| Transunion (TRU) | 0.2 | $7.6M | +2% | 133k | 56.75 | |
| Costco Wholesale Corporation (COST) | 0.2 | $7.5M | +9% | 16k | 456.49 | |
| Ishares Tr Ibonds 25 Trm Ts (IBTF) | 0.2 | $7.5M | +28% | 321k | 23.28 | |
| Morgan Stanley Com New (MS) | 0.2 | $7.3M | 86k | 85.02 | ||
| Abbott Laboratories (ABT) | 0.2 | $7.2M | -4% | 66k | 109.79 | |
| O'reilly Automotive (ORLY) | 0.2 | $6.8M | 8.1k | 844.03 | ||
| United Rentals (URI) | 0.2 | $6.6M | +102988% | 19k | 355.42 | |
| Ecolab (ECL) | 0.2 | $5.6M | 39k | 145.56 | ||
| Abrdn Platinum Etf Trust Physcl Platm Shs (PPLT) | 0.2 | $5.6M | +90% | 56k | 99.28 | |
| Waste Connections (WCN) | 0.2 | $5.6M | -7% | 42k | 132.56 | |
| F5 Networks (FFIV) | 0.2 | $5.3M | NEW | 37k | 143.51 | |
| Avery Dennison Corporation (AVY) | 0.2 | $5.2M | -9% | 29k | 181.00 | |
| Equinix (EQIX) | 0.2 | $4.9M | -71% | 7.5k | 655.07 | |
| Mastercard Incorporated Cl A (MA) | 0.2 | $4.9M | -63% | 14k | 347.73 | |
| Abrdn Silver Etf Trust Physcl Silvr Shs (SIVR) | 0.2 | $4.9M | 211k | 22.98 | ||
| Ishares Tr Msci Kld400 Soc (DSI) | 0.1 | $4.6M | -18% | 65k | 71.79 | |
| American Express Company (AXP) | 0.1 | $4.6M | -6% | 31k | 147.75 | |
| Waste Management (WM) | 0.1 | $4.5M | -29% | 29k | 156.88 | |
| Thermo Fisher Scientific (TMO) | 0.1 | $4.4M | -3% | 8.0k | 550.71 | |
| Global X Fds Glbx Suprinc Etf (SPFF) | 0.1 | $4.2M | +3% | 444k | 9.41 | |
| First Trust/Four Corners SFRI Fund II (FCT) | 0.1 | $4.1M | 428k | 9.53 | ||
| Invesco Exch Traded Fd Tr Ii Kbw Prem Yield (KBWY) | 0.1 | $4.0M | +263536% | 203k | 19.49 | |
| Honeywell International (HON) | 0.1 | $3.8M | -43% | 18k | 214.30 | |
| Azek Cl A (AZEK) | 0.1 | $3.7M | -58% | 184k | 20.32 | |
| Five Below (FIVE) | 0.1 | $3.6M | +127793% | 21k | 176.87 | |
| Lpl Financial Holdings (LPLA) | 0.1 | $3.3M | +9% | 16k | 216.17 | |
| MercadoLibre (MELI) | 0.1 | $3.3M | +37% | 3.9k | 846.24 | |
| Sprout Social Com Cl A (SPT) | 0.1 | $3.3M | +9% | 58k | 56.46 | |
| Southwestern Energy Company (SWN) | 0.1 | $3.2M | +1409143% | 550k | 5.85 | |
| Spdr Ser Tr S&p 500 Esg Etf (EFIV) | 0.1 | $3.2M | -19% | 87k | 36.66 | |
| Lululemon Athletica (LULU) | 0.1 | $3.2M | +5% | 9.9k | 320.38 | |
| Ishares Tr Esg Aware Msci (ESML) | 0.1 | $3.2M | -18% | 96k | 32.88 | |
| Invitation Homes (INVH) | 0.1 | $3.1M | +16% | 105k | 29.64 | |
| Saia (SAIA) | 0.1 | $3.0M | -7% | 14k | 209.68 | |
| Snap Cl A (SNAP) | 0.1 | $3.0M | +20% | 336k | 8.95 | |
| Shockwave Med (SWAV) | 0.1 | $2.9M | +23% | 14k | 205.61 | |
| Ishares Gold Tr Ishares New (IAU) | 0.1 | $2.9M | +8% | 84k | 34.59 | |
| Pacira Pharmaceuticals (PCRX) | 0.1 | $2.8M | +26% | 72k | 38.61 | |
| Abbvie (ABBV) | 0.1 | $2.5M | 15k | 161.61 | ||
| Ishares Tr Blackrock Ultra (ICSH) | 0.1 | $2.3M | -89% | 45k | 50.04 | |
| Goldman Sachs Etf Tr Just Us Lrg Cp (JUST) | 0.1 | $2.1M | -19% | 38k | 55.26 | |
| Sprott Physical Silver Tr Tr Unit (PSLV) | 0.1 | $1.8M | +30% | 215k | 8.24 | |
| Boeing Company (BA) | 0.1 | $1.7M | -5% | 9.0k | 190.50 | |
| Ishares Tr Esg Awr Us Agrgt (EAGG) | 0.1 | $1.7M | -27% | 36k | 46.74 | |
| Ishares Tr Esg Awre 1 5 Yr (SUSB) | 0.1 | $1.6M | -25% | 69k | 23.77 | |
| Ishares Tr Msci Lw Crb Tg (CRBN) | 0.1 | $1.6M | -19% | 12k | 138.14 | |
| McDonald's Corporation (MCD) | 0.0 | $1.6M | -90% | 5.9k | 263.54 | |
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.0 | $1.5M | -2% | 20k | 75.54 | |
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.0 | $1.4M | 3.00 | 468711.00 | ||
| At&t (T) | 0.0 | $1.4M | -13% | 74k | 18.41 | |
| Amgen (AMGN) | 0.0 | $1.3M | 4.9k | 262.64 | ||
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.0 | $1.2M | -3% | 4.5k | 266.29 | |
| Hca Holdings (HCA) | 0.0 | $1.2M | 4.9k | 239.96 | ||
| Sempra Energy (SRE) | 0.0 | $1.1M | 7.3k | 154.55 | ||
| Suncor Energy (SU) | 0.0 | $1.1M | +19% | 35k | 31.73 | |
| Ishares Tr Esg Awre Usd Etf (SUSC) | 0.0 | $1.1M | -27% | 49k | 22.30 | |
| Midwest Hldg Com New (MDWT) | 0.0 | $1.0M | 82k | 12.74 | ||
| Pfizer (PFE) | 0.0 | $1.0M | -5% | 20k | 51.24 | |
| Phillips 66 (PSX) | 0.0 | $1.0M | +25% | 9.7k | 104.08 | |
| Pepsi (PEP) | 0.0 | $1.0M | -14% | 5.6k | 180.67 | |
| AFLAC Incorporated (AFL) | 0.0 | $983k | -2% | 14k | 71.94 | |
| Merck & Co (MRK) | 0.0 | $950k | -15% | 8.6k | 110.95 | |
| Southern Company (SO) | 0.0 | $935k | -3% | 13k | 71.41 | |
| Caterpillar (CAT) | 0.0 | $910k | -2% | 3.8k | 239.55 | |
| Verizon Communications (VZ) | 0.0 | $903k | -22% | 23k | 39.40 | |
| Pioneer Natural Resources (PXD) | 0.0 | $870k | +42% | 3.8k | 228.39 | |
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.0 | $865k | +17% | 2.5k | 351.34 | |
| Duke Energy Corp Com New (DUK) | 0.0 | $838k | -10% | 8.1k | 102.99 | |
| Tesla Motors (TSLA) | 0.0 | $814k | +97% | 6.6k | 123.18 | |
| Schlumberger Com Stk (SLB) | 0.0 | $811k | +25% | 15k | 53.46 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.0 | $809k | -29% | 2.1k | 382.35 | |
| Pimco Etf Tr Inter Mun Bd Act (MUNI) | 0.0 | $789k | -27% | 15k | 51.38 | |
| Mccormick & Co Com Vtg (MKC.V) | 0.0 | $774k | 9.4k | 82.17 | ||
| Spdr Ser Tr Spdr Msci Usa Ge (SHE) | 0.0 | $767k | -17% | 9.7k | 78.79 | |
| Walt Disney Company (DIS) | 0.0 | $763k | 8.8k | 86.88 | ||
| Ishares Tr Core S&p500 Etf (IVV) | 0.0 | $756k | -14% | 2.0k | 384.21 | |
| Xcel Energy (XEL) | 0.0 | $739k | +430% | 11k | 70.11 | |
| Marathon Petroleum Corp (MPC) | 0.0 | $738k | +40% | 6.3k | 116.39 | |
| Kroger (KR) | 0.0 | $722k | -2% | 16k | 44.58 | |
| Marathon Oil Corporation (MRO) | 0.0 | $671k | +33% | 25k | 27.07 | |
| Canadian Natural Resources (CNQ) | 0.0 | $648k | +36% | 12k | 55.53 | |
| Alphabet Cap Stk Cl A (GOOGL) | 0.0 | $629k | +2% | 7.1k | 88.23 | |
| Hanover Insurance (THG) | 0.0 | $598k | 4.4k | 135.13 | ||
| Wells Fargo & Company (WFC) | 0.0 | $597k | 15k | 41.29 | ||
| BP Sponsored Adr (BP) | 0.0 | $588k | -6% | 17k | 34.93 | |
| Walgreen Boots Alliance (WBA) | 0.0 | $571k | -5% | 15k | 37.36 | |
| Sumitomo Mitsui Finl Group I Sponsored Adr (SMFG) | 0.0 | $561k | -4% | 70k | 8.02 | |
| Novartis Sponsored Adr (NVS) | 0.0 | $552k | -8% | 6.1k | 90.72 | |
| Spdr Ser Tr S&p Divid Etf (SDY) | 0.0 | $545k | 4.4k | 125.11 | ||
| Williams Companies (WMB) | 0.0 | $541k | +24% | 17k | 32.90 | |
| Novo-nordisk A S Adr (NVO) | 0.0 | $530k | -13% | 3.9k | 135.35 | |
| Linde SHS (LIN) | 0.0 | $524k | -5% | 1.6k | 326.25 | |
| Sierra Ban (BSRR) | 0.0 | $522k | 25k | 21.24 | ||
| Valero Energy Corporation (VLO) | 0.0 | $521k | +2% | 4.1k | 126.87 | |
| Astrazeneca Sponsored Adr (AZN) | 0.0 | $509k | -3% | 7.5k | 67.80 | |
| EOG Resources (EOG) | 0.0 | $509k | +39% | 3.9k | 129.52 | |
| Philip Morris International (PM) | 0.0 | $498k | -4% | 4.9k | 101.21 | |
| Public Service Enterprise (PEG) | 0.0 | $498k | -28% | 8.1k | 61.27 | |
| Dupont De Nemours (DD) | 0.0 | $497k | 7.2k | 68.63 | ||
| Dimensional Etf Trust Us Core Equity 2 (DFAC) | 0.0 | $494k | 20k | 24.28 | ||
| Shell Spon Ads (SHEL) | 0.0 | $492k | -2% | 8.6k | 56.95 | |
| American Electric Power Company (AEP) | 0.0 | $492k | 5.2k | 94.95 | ||
| Parsons Corporation (PSN) | 0.0 | $492k | 11k | 46.25 | ||
| Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) | 0.0 | $489k | +1452% | 11k | 45.52 | |
| Kellogg Company (K) | 0.0 | $484k | 6.8k | 71.24 | ||
| Jack Henry & Associates (JKHY) | 0.0 | $479k | 2.7k | 175.56 | ||
| International Business Machines (IBM) | 0.0 | $475k | -3% | 3.4k | 140.89 | |
| Coca-cola Europacific Partne SHS (CCEP) | 0.0 | $473k | -3% | 8.6k | 55.32 | |
| Eversource Energy (ES) | 0.0 | $472k | 5.6k | 83.83 | ||
| Cheniere Energy Com New (LNG) | 0.0 | $465k | +47% | 3.1k | 149.96 | |
| Pdc Energy (PDCE) | 0.0 | $464k | +43% | 7.3k | 63.48 | |
| Dow (DOW) | 0.0 | $463k | -8% | 9.2k | 50.39 | |
| CRH Adr (CRH) | 0.0 | $448k | -4% | 11k | 39.79 | |
| Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) | 0.0 | $438k | -7% | 6.9k | 63.90 | |
| Amcor Ord (AMCR) | 0.0 | $435k | -3% | 37k | 11.91 | |
| Canadian Natl Ry (CNI) | 0.0 | $435k | -9% | 3.7k | 118.89 | |
| Spdr Gold Tr Gold Shs (GLD) | 0.0 | $428k | -15% | 2.5k | 169.64 | |
| Ubs Group SHS (UBS) | 0.0 | $424k | -3% | 23k | 18.67 | |
| Ishares Tr Usd Inv Grde Etf (USIG) | 0.0 | $424k | +1632% | 8.6k | 49.11 | |
| Corteva (CTVA) | 0.0 | $421k | -2% | 7.2k | 58.78 | |
| Ishares Tr Rus Tp200 Gr Etf (IWY) | 0.0 | $414k | +480% | 3.4k | 120.53 | |
| Abb Sponsored Adr (ABB) | 0.0 | $408k | -3% | 13k | 30.46 | |
| Toronto Dominion Bk Ont Com New (TD) | 0.0 | $400k | -3% | 6.2k | 64.76 | |
| Altria (MO) | 0.0 | $397k | -10% | 8.7k | 45.71 | |
| Bank Of Montreal Cadcom (BMO) | 0.0 | $395k | -3% | 4.4k | 90.61 | |
| Diageo Spon Adr New (DEO) | 0.0 | $389k | -5% | 2.2k | 178.20 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.0 | $385k | -2% | 5.2k | 74.49 | |
Past Filings by Gradient Investments
SEC 13F filings are viewable for Gradient Investments going back to 2011
- 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
- Gradient Investments 2019 Q2 filed July 16, 2019
- Gradient Investments 2019 Q1 filed April 11, 2019