Gradient Investments
Latest statistics and disclosures from Gradient Investments's latest quarterly 13F-HR filing:
- Top 5 stock holdings are SPYM, DMBS, GLDM, NVDA, AMZN, and represent 13.66% of Gradient Investments's stock portfolio.
- Added to shares of these 10 stocks: GLDM (+$49M), AZN (+$21M), DMBS (+$21M), IVV (+$19M), SPYM (+$12M), MLPI (+$12M), XFIV (+$11M), MUB (+$8.9M), BBBS (+$8.8M), XSVN (+$8.0M).
- Started 93 new stock positions in NWG, BLD, GE, PSX, ONON, EXPE, COHR, ROST, EWBC, CTRA.
- Reduced shares in these 10 stocks: XBJL (-$41M), SPYI (-$37M), SIVR (-$31M), TJUL (-$28M), AstraZeneca (-$17M), GSY (-$16M), UYLD (-$15M), HELO (-$15M), GOOG (-$9.1M), MORT (-$7.4M).
- Sold out of its positions in SIVR, MBS, AstraZeneca, CEG, MA, QLD, RELX, RYAAY, ULST, CRM. SNY, TM, MORT, VBK, TTE, Amcor.
- Gradient Investments was a net buyer of stock by $290M.
- Gradient Investments has $6.5B in assets under management (AUM), dropping by 2.46%.
- Central Index Key (CIK): 0001542265
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Portfolio Holdings for Gradient Investments
Gradient Investments holds 420 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Spdr Series Trust State Street Spd (SPYM) | 5.0 | $321M | +3% | 4.2M | 76.54 |
|
| Doubleline Etf Trust Mortgage Etf (DMBS) | 2.3 | $152M | +15% | 3.1M | 49.38 |
|
| World Gold Tr Spdr Gld Minis (GLDM) | 2.3 | $151M | +47% | 1.6M | 92.69 |
|
| NVIDIA Corporation (NVDA) | 2.0 | $129M | -3% | 742k | 174.40 |
|
| Amazon (AMZN) | 2.0 | $128M | 617k | 208.27 |
|
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| Apple (AAPL) | 1.9 | $125M | -2% | 493k | 253.79 |
|
| American Centy Etf Tr Intl Eqt Etf (AVDE) | 1.9 | $120M | +3% | 1.4M | 84.84 |
|
| Microsoft Corporation (MSFT) | 1.8 | $118M | +6% | 320k | 370.17 |
|
| Janus Detroit Str Tr Henderson Mtg (JMBS) | 1.6 | $106M | +5% | 2.3M | 45.18 |
|
| Alphabet Cap Stk Cl C (GOOG) | 1.6 | $105M | -7% | 366k | 286.86 |
|
| Spdr Index Shs Fds State Street Spd (SPDW) | 1.6 | $103M | +3% | 2.3M | 45.65 |
|
| Spdr Series Trust State Street Spd (SPAB) | 1.5 | $95M | 3.7M | 25.62 |
|
|
| Aim Etf Products Trust Allianzim Us Equ (SEPU) | 1.5 | $94M | +4% | 3.4M | 28.00 |
|
| American Centy Etf Tr Avantis Emgmkt (AVEM) | 1.4 | $92M | +3% | 1.1M | 80.58 |
|
| Columbia Etf Tr I Resh Enhnc Cor (RECS) | 1.4 | $90M | +5% | 2.3M | 38.98 |
|
| Meta Platforms Cl A (META) | 1.3 | $81M | 141k | 572.13 |
|
|
| Bondbloxx Etf Trust Bloomberg Fve Yr (XFIV) | 1.1 | $73M | +18% | 1.5M | 49.16 |
|
| Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) | 1.1 | $71M | +11% | 1.4M | 50.37 |
|
| Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) | 1.0 | $66M | +5% | 279k | 237.62 |
|
| Ishares U S Etf Tr U.s. Tech Indepd (IETC) | 1.0 | $64M | +7% | 725k | 88.38 |
|
| Chevron Corporation (CVX) | 1.0 | $64M | -9% | 308k | 206.90 |
|
| Doubleline Etf Trust Asset Backed Sec (DABS) | 1.0 | $63M | +12% | 1.2M | 50.79 |
|
| Goldman Sachs (GS) | 0.9 | $59M | -3% | 70k | 845.98 |
|
| Broadcom (AVGO) | 0.9 | $58M | 189k | 309.51 |
|
|
| JPMorgan Chase & Co. (JPM) | 0.9 | $57M | 194k | 294.16 |
|
|
| Pimco Etf Tr Preferred And Cp (PRFD) | 0.9 | $57M | +4% | 1.1M | 50.67 |
|
| Bondbloxx Etf Trust Bbb Rated 1 5 Ye (BBBS) | 0.9 | $57M | +18% | 1.1M | 51.15 |
|
| Invesco Actively Managed Exc Ultra Shrt Dur (GSY) | 0.9 | $55M | -21% | 1.1M | 50.12 |
|
| Angel Oak Funds Trust Oak Ultrashort (UYLD) | 0.9 | $55M | -21% | 1.1M | 51.03 |
|
| Morgan Stanley Com New (MS) | 0.8 | $54M | 328k | 164.57 |
|
|
| Target Corporation (TGT) | 0.8 | $52M | -6% | 426k | 121.20 |
|
| Neos Etf Trust Neos S&p 500 Hi (SPYI) | 0.8 | $51M | -41% | 1.0M | 49.37 |
|
| Aim Etf Products Trust Allianzim Us Eqt (FEBT) | 0.8 | $51M | 1.4M | 37.46 |
|
|
| Bondbloxx Etf Trust Bloomberg Seven (XSVN) | 0.8 | $51M | +18% | 1.1M | 47.72 |
|
| Wal-Mart Stores (WMT) | 0.7 | $48M | -6% | 383k | 124.28 |
|
| Bondbloxx Etf Trust Bloomberg Three (XTRE) | 0.7 | $45M | +18% | 915k | 49.51 |
|
| Select Sector Spdr Tr State Street Fin (XLF) | 0.7 | $45M | +6% | 915k | 49.37 |
|
| Innovator Etfs Trust Gradient Tactic (IGTR) | 0.7 | $44M | -9% | 1.6M | 28.35 |
|
| Coca-Cola Company (KO) | 0.7 | $43M | -3% | 564k | 76.05 |
|
| Spdr Series Trust State Street Spd (BIL) | 0.6 | $42M | +5% | 453k | 91.64 |
|
| Medtronic SHS (MDT) | 0.6 | $41M | 478k | 86.65 |
|
|
| UnitedHealth (UNH) | 0.6 | $41M | +6% | 152k | 270.59 |
|
| Ishares Tr Ishs 5-10yr Invt (IGIB) | 0.6 | $40M | +5% | 758k | 53.22 |
|
| American Centy Etf Tr Us Eqt Etf (AVUS) | 0.6 | $40M | +19% | 358k | 111.18 |
|
| First Tr Exchange-traded First Tr Enh New (FTSM) | 0.6 | $40M | +5% | 663k | 59.78 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.6 | $40M | 83k | 479.20 |
|
|
| Eaton Corp SHS (ETN) | 0.6 | $40M | -7% | 111k | 357.67 |
|
| Bondbloxx Etf Trust Bloomberg Ten Yr (XTEN) | 0.6 | $39M | +16% | 859k | 45.86 |
|
| Bondbloxx Etf Trust Bondbloxx Privat (PCMM) | 0.6 | $39M | +19% | 793k | 49.17 |
|
| McDonald's Corporation (MCD) | 0.6 | $39M | 125k | 310.79 |
|
|
| Innovator Etfs Trust Equity Dual Dirt (DDTL) | 0.6 | $39M | +2% | 1.9M | 20.68 |
|
| Spdr Series Trust State Street Spd (SPTI) | 0.6 | $39M | +5% | 1.3M | 28.66 |
|
| Ishares Tr National Mun Etf (MUB) | 0.6 | $39M | +29% | 362k | 106.15 |
|
| Visa Com Cl A (V) | 0.6 | $38M | 126k | 302.24 |
|
|
| Abbott Laboratories (ABT) | 0.6 | $37M | +4% | 363k | 102.67 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 0.6 | $37M | +107% | 56k | 653.22 |
|
| Procter & Gamble Company (PG) | 0.6 | $36M | 250k | 144.44 |
|
|
| Innovator Etfs Trust Growth 100 Pwr B (NAUG) | 0.6 | $36M | +2% | 1.2M | 28.95 |
|
| Johnson & Johnson (JNJ) | 0.5 | $34M | -8% | 139k | 244.44 |
|
| Bank of America Corporation (BAC) | 0.5 | $34M | 696k | 48.75 |
|
|
| ConocoPhillips (COP) | 0.5 | $34M | -7% | 255k | 132.00 |
|
| Lowe's Companies (LOW) | 0.5 | $34M | -7% | 142k | 236.28 |
|
| Netflix (NFLX) | 0.5 | $33M | +4% | 339k | 96.15 |
|
| Invesco Galaxy Bitcoin Etf Com Shs Ben Int (BTCO) | 0.5 | $32M | +12% | 467k | 67.47 |
|
| Lam Research Corp Com New (LRCX) | 0.5 | $31M | -14% | 144k | 213.66 |
|
| Vaneck Etf Trust Morningstar Smid (SMOT) | 0.5 | $31M | +5% | 870k | 35.19 |
|
| Palo Alto Networks (PANW) | 0.4 | $29M | +3% | 179k | 160.32 |
|
| Quanta Services (PWR) | 0.4 | $28M | -11% | 50k | 549.02 |
|
| Starbucks Corporation (SBUX) | 0.4 | $28M | -6% | 309k | 89.59 |
|
| United Rentals (URI) | 0.4 | $27M | -7% | 37k | 728.55 |
|
| Aim Etf Products Trust Allianzim Us Eq (JULT) | 0.4 | $26M | 590k | 43.96 |
|
|
| Amplify Etf Tr Blockchain Techn (BLOK) | 0.4 | $26M | +5% | 519k | 49.81 |
|
| Innovator Etfs Trust Innovator Inter (ISEP) | 0.4 | $26M | +2% | 787k | 32.79 |
|
| Amphenol Corp Cl A (APH) | 0.4 | $26M | -5% | 203k | 126.35 |
|
| Neos Etf Trust Neos Enh Inc 1-3 (CSHI) | 0.4 | $25M | +5% | 510k | 49.78 |
|
| Costco Wholesale Corporation (COST) | 0.4 | $25M | -10% | 25k | 996.41 |
|
| First Tr Exchng Traded Fd Vi Skybridge Crypto (CRPT) | 0.4 | $25M | +12% | 2.2M | 11.64 |
|
| Ark Etf Tr Next Gnrtn Inter (ARKW) | 0.4 | $25M | +7% | 205k | 120.61 |
|
| Ecolab (ECL) | 0.4 | $25M | -7% | 93k | 266.02 |
|
| Martin Marietta Materials (MLM) | 0.4 | $25M | -5% | 42k | 588.68 |
|
| Baker Hughes Company Cl A (BKR) | 0.4 | $24M | -14% | 393k | 61.05 |
|
| Cohen & Steers Etf Trust Natural Res Acti (CSNR) | 0.4 | $24M | 633k | 37.58 |
|
|
| Exxon Mobil Corporation (XOM) | 0.4 | $24M | -2% | 140k | 169.66 |
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| Waste Connections (WCN) | 0.4 | $24M | 145k | 162.44 |
|
|
| Nextera Energy (NEE) | 0.4 | $23M | -6% | 248k | 92.88 |
|
| Tidal Trust Ii Roundhill Gener (CHAT) | 0.4 | $23M | +2% | 368k | 61.85 |
|
| Global X Fds Glbl X Mlp Etf (MLPA) | 0.4 | $23M | -7% | 422k | 53.87 |
|
| Ssga Active Tr State Street Ig (PRIV) | 0.3 | $23M | +16% | 895k | 25.23 |
|
| Equinix (EQIX) | 0.3 | $22M | -12% | 23k | 980.22 |
|
| Lyondellbasell Industries Nv Shs - A - (LYB) | 0.3 | $22M | -5% | 272k | 80.56 |
|
| Extra Space Storage (EXR) | 0.3 | $21M | -5% | 163k | 131.13 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.3 | $21M | +29% | 74k | 287.56 |
|
| Spdr Series Trust State Street Spd (SPTL) | 0.3 | $21M | +6% | 801k | 26.30 |
|
| Etf Ser Solutions Defiance Quantum (QTUM) | 0.3 | $21M | +2% | 194k | 107.30 |
|
| Astrazeneca Ord (AZN) | 0.3 | $21M | NEW | 105k | 197.20 |
|
| TJX Companies (TJX) | 0.3 | $21M | -2% | 129k | 159.70 |
|
| Proshares Tr DJ BRKFLD GLB (TOLZ) | 0.3 | $20M | +4% | 341k | 59.98 |
|
| Dex (DXCM) | 0.3 | $20M | -3% | 319k | 62.80 |
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| Innovator Etfs Trust Innovator Deepw (LOUP) | 0.3 | $20M | +3% | 288k | 68.84 |
|
| Paypal Holdings (PYPL) | 0.3 | $19M | +16% | 429k | 45.23 |
|
| Servicenow (NOW) | 0.3 | $19M | +19% | 186k | 104.55 |
|
| Asml Hldg Nv N Y Registry Shs (ASML) | 0.3 | $19M | 15k | 1320.83 |
|
|
| Key (KEY) | 0.3 | $19M | +5% | 950k | 20.05 |
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| EOG Resources (EOG) | 0.3 | $19M | 132k | 144.57 |
|
|
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.3 | $19M | -4% | 42k | 446.54 |
|
| Edison International (EIX) | 0.3 | $19M | -3% | 253k | 73.18 |
|
| Spdr Series Trust State Street Spd (SPTS) | 0.3 | $18M | +6% | 617k | 29.18 |
|
| Eli Lilly & Co. (LLY) | 0.3 | $18M | -4% | 20k | 919.78 |
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| Doubleline Etf Trust Commercial Real (DCRE) | 0.3 | $18M | +6% | 343k | 51.96 |
|
| Cintas Corporation (CTAS) | 0.3 | $18M | -4% | 104k | 169.14 |
|
| J P Morgan Exchange Traded F Betabuildrs Us (BBUS) | 0.3 | $17M | +53% | 147k | 117.18 |
|
| Citigroup Com New (C) | 0.3 | $17M | -2% | 152k | 113.41 |
|
| Southwest Airlines (LUV) | 0.3 | $17M | -10% | 453k | 37.57 |
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| Rockwell Automation (ROK) | 0.3 | $17M | +23% | 47k | 358.88 |
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| Intuitive Surgical Com New (ISRG) | 0.3 | $17M | +3% | 37k | 460.99 |
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| Synopsys (SNPS) | 0.3 | $17M | 42k | 396.48 |
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| Kinder Morgan (KMI) | 0.3 | $17M | 495k | 33.53 |
|
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| Abrdn Palladium Etf Trust Physical Palladm (PALL) | 0.3 | $16M | +25% | 120k | 134.71 |
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| Boston Scientific Corporation (BSX) | 0.3 | $16M | +9% | 257k | 62.75 |
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| Huntington Ingalls Inds (HII) | 0.2 | $16M | -5% | 42k | 379.90 |
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| Abbvie (ABBV) | 0.2 | $16M | +3% | 74k | 217.49 |
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| American Electric Power Company (AEP) | 0.2 | $16M | 120k | 131.08 |
|
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| Amgen (AMGN) | 0.2 | $16M | -3% | 45k | 351.85 |
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| Illinois Tool Works (ITW) | 0.2 | $16M | -3% | 60k | 260.29 |
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| Altria (MO) | 0.2 | $15M | 231k | 65.99 |
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| Insulet Corporation (PODD) | 0.2 | $15M | +5% | 73k | 209.84 |
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| Raytheon Technologies Corp (RTX) | 0.2 | $15M | 78k | 192.90 |
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| Texas Instruments Incorporated (TXN) | 0.2 | $15M | -4% | 76k | 194.14 |
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| M/I Homes (MHO) | 0.2 | $15M | +4% | 120k | 122.45 |
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| Cisco Systems (CSCO) | 0.2 | $14M | 186k | 77.59 |
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| Flextronics Intl Ord (FLEX) | 0.2 | $14M | 220k | 65.46 |
|
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| Allstate Corporation (ALL) | 0.2 | $14M | +2% | 69k | 207.34 |
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| Us Bancorp Com New (USB) | 0.2 | $14M | -3% | 275k | 52.01 |
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| Vaneck Etf Trust Clo Etf (CLOI) | 0.2 | $14M | 268k | 52.70 |
|
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| Ishares Tr Ishs 1-5yr Invs (IGSB) | 0.2 | $14M | +6% | 265k | 52.56 |
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| J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) | 0.2 | $14M | +30% | 272k | 50.98 |
|
| Wells Fargo & Company (WFC) | 0.2 | $14M | +3% | 173k | 79.61 |
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| United Parcel Svcs CL B (UPS) | 0.2 | $13M | -4% | 136k | 98.38 |
|
| Innovator Etfs Trust Us Small Cap Pwr (KAUG) | 0.2 | $13M | +2% | 491k | 26.81 |
|
| Innovator Etfs Trust Emrgng Mkt April (EAPR) | 0.2 | $13M | +2% | 436k | 29.88 |
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| Kraft Heinz (KHC) | 0.2 | $13M | +6% | 575k | 22.49 |
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| Home Depot (HD) | 0.2 | $13M | 39k | 328.89 |
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| Prudential Financial (PRU) | 0.2 | $13M | +4% | 130k | 97.69 |
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| Smucker J M Com New (SJM) | 0.2 | $13M | 131k | 96.44 |
|
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| Kla Corp Com New (KLAC) | 0.2 | $13M | -13% | 8.5k | 1472.41 |
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| Jefferies Finl Group (JEF) | 0.2 | $12M | +3% | 301k | 41.27 |
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| Alexandria Real Estate Equities (ARE) | 0.2 | $12M | +2% | 264k | 46.42 |
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| Neos Etf Trust Mlp & Energy Inf (MLPI) | 0.2 | $12M | NEW | 214k | 56.63 |
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| Vaneck Bitcoin Etf Sh Ben Int (HODL) | 0.2 | $12M | +12% | 625k | 19.16 |
|
| International Business Machines (IBM) | 0.2 | $12M | +8% | 48k | 242.39 |
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| Qualcomm (QCOM) | 0.2 | $11M | +12% | 86k | 128.78 |
|
| Ea Series Trust Alpha Arch 1-3 (BOXX) | 0.2 | $11M | +29% | 90k | 116.29 |
|
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.1 | $8.8M | +10% | 342k | 25.64 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $8.5M | -7% | 15k | 577.16 |
|
| Invesco Exch Traded Fd Tr Ii Kbw Hig Dv Yld (KBWD) | 0.1 | $7.8M | +13% | 625k | 12.54 |
|
| Neos Etf Trust Russell 2000 Hig (IWMI) | 0.1 | $7.8M | 164k | 47.40 |
|
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| Calamos Etf Tr Autocallable Inc (CAIE) | 0.1 | $7.8M | -23% | 309k | 25.14 |
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| Equinor Asa Sponsored Adr (EQNR) | 0.1 | $7.8M | NEW | 184k | 42.20 |
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| Neos Etf Trust Real Estate High (IYRI) | 0.1 | $7.7M | +6% | 163k | 47.29 |
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| Spdr Series Trust State Street Spd (SPMD) | 0.1 | $7.7M | +18% | 129k | 59.22 |
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| Suncor Energy (SU) | 0.1 | $7.7M | +101% | 116k | 66.11 |
|
| Pimco Etf Tr Sr Ln Active Etf (LONZ) | 0.1 | $7.6M | +3% | 155k | 49.38 |
|
| Amplify Etf Tr Cows Covered Cal (HCOW) | 0.1 | $7.6M | 328k | 23.05 |
|
|
| Series Portfolios Tr Eldridge Bbb B (CLOZ) | 0.1 | $7.5M | +3% | 294k | 25.65 |
|
| First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE) | 0.1 | $7.5M | 424k | 17.75 |
|
|
| Lockheed Martin Corporation (LMT) | 0.1 | $7.3M | 12k | 604.38 |
|
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| Ishares Gold Tr Ishares New (IAU) | 0.1 | $6.6M | +2% | 75k | 88.16 |
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| Dimensional Etf Trust Us Equity Market (DFUS) | 0.1 | $6.6M | +6% | 93k | 70.91 |
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| Shell Spon Ads (SHEL) | 0.1 | $6.5M | +164% | 70k | 93.00 |
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| Jd.com Spon Ads Cl A (JD) | 0.1 | $5.8M | +264% | 195k | 29.57 |
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| Companhia De Saneamento Basi Sponsored Adr (SBS) | 0.1 | $5.7M | NEW | 188k | 30.51 |
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| Linde SHS (LIN) | 0.1 | $5.6M | +196% | 11k | 495.76 |
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| Sk Telecom Sponsored Adr (SKM) | 0.1 | $5.5M | NEW | 189k | 29.29 |
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| Novartis Sponsored Adr (NVS) | 0.1 | $5.4M | +139% | 35k | 152.75 |
|
| Cibc Cad (CM) | 0.1 | $5.3M | +144% | 56k | 94.75 |
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| Vodafone Group Sponsored Adr (VOD) | 0.1 | $5.3M | NEW | 355k | 15.02 |
|
| Canadian Natl Ry (CNI) | 0.1 | $5.3M | +184% | 52k | 102.77 |
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| Ishares Tr Esg Msci Kld 400 (DSI) | 0.1 | $5.2M | 43k | 121.19 |
|
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| National Grid Sponsored Adr Ne (NGG) | 0.1 | $5.2M | +152% | 61k | 84.60 |
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| Aercap Holdings Nv SHS (AER) | 0.1 | $5.1M | NEW | 38k | 137.18 |
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| Coca-cola Europacific Partne SHS (CCEP) | 0.1 | $5.0M | +179% | 56k | 90.67 |
|
| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 0.1 | $5.0M | +112% | 15k | 337.95 |
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| Rbc Cad (RY) | 0.1 | $5.0M | +158% | 31k | 161.78 |
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| HSBC HLDGS Spon Adr New (HSBC) | 0.1 | $5.0M | +120% | 61k | 82.49 |
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| Kb Finl Group Sponsored Adr (KB) | 0.1 | $5.0M | NEW | 50k | 99.73 |
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| Intercontinental Hotels Grou Sponsored Ads (IHG) | 0.1 | $5.0M | NEW | 37k | 133.46 |
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| Ubs Group SHS (UBS) | 0.1 | $5.0M | +177% | 127k | 39.07 |
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| Te Connectivity Ord Shs (TEL) | 0.1 | $5.0M | +168% | 24k | 209.02 |
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| Lloyds Banking Group Sponsored Adr (LYG) | 0.1 | $4.9M | NEW | 981k | 5.03 |
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| Natwest Group Spons Adr (NWG) | 0.1 | $4.9M | NEW | 331k | 14.90 |
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| Prudential Adr (PUK) | 0.1 | $4.9M | +133% | 173k | 28.43 |
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| Mitsubishi Ufj Financial Gro Sponsored Ads (MUFG) | 0.1 | $4.8M | NEW | 286k | 16.97 |
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| Coca-cola Femsa Sab De Cv Spons Ads Rep (KOF) | 0.1 | $4.8M | +143% | 49k | 97.55 |
|
| Ing Groep Sponsored Adr (ING) | 0.1 | $4.7M | NEW | 182k | 26.05 |
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| Orix Corp Sponsored Adr (IX) | 0.1 | $4.7M | NEW | 158k | 29.99 |
|
| Nomura Hldgs Sponsored Adr (NMR) | 0.1 | $4.7M | NEW | 595k | 7.89 |
|
| Sumitomo Mitsui Fin Grp Sponsored Adr (SMFG) | 0.1 | $4.7M | +117% | 237k | 19.75 |
|
| CRH Ord (CRH) | 0.1 | $4.5M | +171% | 43k | 105.12 |
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| Amcor Com New (AMCR) | 0.1 | $4.5M | NEW | 114k | 39.75 |
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| Barclays Adr (BCS) | 0.1 | $4.5M | NEW | 215k | 21.16 |
|
| Embraer Sponsored Ads (EMBJ) | 0.1 | $4.5M | NEW | 77k | 59.34 |
|
| Deutsche Bk Namen Akt (DB) | 0.1 | $4.5M | NEW | 150k | 29.78 |
|
| Mizuho Financial Group Sponsored Adr (MFG) | 0.1 | $4.5M | NEW | 561k | 7.94 |
|
| Sprott Asset Management Physical Silver (PSLV) | 0.1 | $4.4M | 180k | 24.39 |
|
|
| Unilever Spon Adr New (UL) | 0.1 | $4.4M | NEW | 76k | 56.97 |
|
| Alibaba Group Hldg Sponsored Ads (BABA) | 0.1 | $4.3M | NEW | 34k | 125.46 |
|
| Ulta Salon, Cosmetics & Fragrance (ULTA) | 0.1 | $4.1M | +106% | 7.8k | 522.71 |
|
| Chesapeake Energy Corp (EXE) | 0.1 | $3.9M | +102% | 36k | 109.78 |
|
| Ishares Tr Rus Tp200 Gr Etf (IWY) | 0.1 | $3.8M | +152% | 15k | 248.84 |
|
| O'reilly Automotive (ORLY) | 0.1 | $3.6M | -5% | 39k | 92.31 |
|
| Raymond James Financial (RJF) | 0.1 | $3.6M | NEW | 25k | 144.79 |
|
| Pinnacle Finl Partners (PNFP) | 0.1 | $3.6M | NEW | 42k | 86.14 |
|
| Spdr Series Trust State Street Spd (EFIV) | 0.1 | $3.5M | 56k | 63.08 |
|
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.1 | $3.5M | +55% | 52k | 67.53 |
|
| Ishares Tr Esg Aware Msci (ESML) | 0.1 | $3.4M | -2% | 72k | 47.02 |
|
| Ishares Tr Ibonds 26 Trm Ts (IBTG) | 0.1 | $3.4M | -13% | 148k | 22.91 |
|
| Humana (HUM) | 0.1 | $3.4M | NEW | 20k | 173.39 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.1 | $3.4M | +6% | 10k | 320.81 |
|
| Ishares Tr Ibonds 27 Trm Ts (IBTH) | 0.1 | $3.3M | -13% | 147k | 22.43 |
|
| Lpl Financial Holdings (LPLA) | 0.1 | $3.3M | +94% | 11k | 300.84 |
|
| Five Below (FIVE) | 0.0 | $3.1M | -8% | 14k | 228.48 |
|
| Tesla Motors (TSLA) | 0.0 | $3.0M | -5% | 8.2k | 371.75 |
|
| Cooper Cos (COO) | 0.0 | $2.9M | NEW | 41k | 71.50 |
|
| Clean Harbors (CLH) | 0.0 | $2.9M | NEW | 10k | 286.73 |
|
| Bwx Technologies (BWXT) | 0.0 | $2.9M | NEW | 14k | 204.49 |
|
| Iron Mountain (IRM) | 0.0 | $2.7M | NEW | 26k | 102.14 |
|
| Affiliated Managers (AMG) | 0.0 | $2.7M | NEW | 9.6k | 276.70 |
|
| Ssga Active Tr State Street My (MYCF) | 0.0 | $2.6M | -13% | 105k | 25.05 |
|
| Fluor Corporation (FLR) | 0.0 | $2.6M | NEW | 56k | 46.65 |
|
| Ssga Active Tr State Street My (MYCG) | 0.0 | $2.6M | -13% | 105k | 25.00 |
|
| Glacier Ban (GBCI) | 0.0 | $2.6M | NEW | 59k | 44.67 |
|
| Hldgs (UAL) | 0.0 | $2.6M | NEW | 28k | 92.07 |
|
| Core Natural Resources Com Shs (CNR) | 0.0 | $2.5M | NEW | 24k | 104.73 |
|
| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 0.0 | $2.5M | -11% | 3.8k | 650.34 |
|
| Dover Corporation (DOV) | 0.0 | $2.5M | NEW | 12k | 208.45 |
|
| Hilton Worldwide Holdings (HLT) | 0.0 | $2.4M | NEW | 8.1k | 304.08 |
|
| Cubesmart (CUBE) | 0.0 | $2.4M | NEW | 66k | 36.65 |
|
| Textron (TXT) | 0.0 | $2.4M | NEW | 28k | 87.56 |
|
| Vaneck Etf Trust Vaneck Shrt Muni (SMB) | 0.0 | $2.3M | 135k | 17.30 |
|
|
| Park Hotels & Resorts Inc-wi (PK) | 0.0 | $2.3M | NEW | 222k | 10.53 |
|
| Ross Stores (ROST) | 0.0 | $2.3M | NEW | 11k | 216.63 |
|
| Goldman Sachs Etf Tr Just Us Lrg Cp (JUST) | 0.0 | $2.3M | 25k | 92.50 |
|
|
| AGCO Corporation (AGCO) | 0.0 | $2.3M | NEW | 20k | 115.87 |
|
| Cabot Oil & Gas Corporation (CTRA) | 0.0 | $2.3M | NEW | 65k | 35.14 |
|
| Warner Bros Discovery Com Ser A (WBD) | 0.0 | $2.2M | NEW | 80k | 27.46 |
|
| Microchip Technology (MCHP) | 0.0 | $2.2M | NEW | 34k | 64.61 |
|
| Take-Two Interactive Software (TTWO) | 0.0 | $2.1M | NEW | 11k | 197.50 |
|
| Weatherford Intl Ord Shs (WFRD) | 0.0 | $2.1M | -7% | 22k | 94.58 |
|
| Casella Waste Sys Cl A (CWST) | 0.0 | $2.0M | NEW | 26k | 79.34 |
|
| Check Point Software Tech Lt Ord (CHKP) | 0.0 | $2.0M | NEW | 14k | 142.85 |
|
| Mongodb Cl A (MDB) | 0.0 | $2.0M | NEW | 8.1k | 244.77 |
|
| CenterPoint Energy (CNP) | 0.0 | $2.0M | NEW | 46k | 43.16 |
|
| On Hldg Namen Akt A (ONON) | 0.0 | $1.9M | NEW | 57k | 34.02 |
|
| Ishares Tr Esg Awr Us Agrgt (EAGG) | 0.0 | $1.9M | 41k | 47.55 |
|
|
| Occidental Petroleum Corporation (OXY) | 0.0 | $1.9M | -3% | 29k | 65.00 |
|
| KB Home (KBH) | 0.0 | $1.9M | NEW | 37k | 51.75 |
|
| Celsius Hldgs Com New (CELH) | 0.0 | $1.9M | NEW | 53k | 35.48 |
|
| Nordson Corporation (NDSN) | 0.0 | $1.9M | 7.1k | 266.06 |
|
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.0 | $1.9M | +8% | 3.2k | 597.59 |
|
| Expedia Group Com New (EXPE) | 0.0 | $1.9M | NEW | 8.1k | 230.89 |
|
| Okta Cl A (OKTA) | 0.0 | $1.8M | NEW | 23k | 78.71 |
|
| Associated Banc- (ASB) | 0.0 | $1.8M | NEW | 69k | 25.86 |
|
| East West Ban (EWBC) | 0.0 | $1.8M | NEW | 17k | 106.76 |
|
| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 0.0 | $1.8M | +8% | 46k | 38.42 |
|
| Shake Shack Cl A (SHAK) | 0.0 | $1.8M | NEW | 20k | 88.47 |
|
| Ishares Tr Low Carbon Optim (CRBN) | 0.0 | $1.7M | 7.8k | 222.80 |
|
|
| Fortinet (FTNT) | 0.0 | $1.7M | -2% | 21k | 81.72 |
|
| Saia (SAIA) | 0.0 | $1.7M | -3% | 4.9k | 351.28 |
|
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.0 | $1.7M | +3% | 54k | 30.68 |
|
| Stifel Financial (SF) | 0.0 | $1.6M | NEW | 22k | 73.92 |
|
| RPM International (RPM) | 0.0 | $1.6M | NEW | 17k | 99.40 |
|
| Coherent Corp (COHR) | 0.0 | $1.6M | NEW | 6.9k | 238.21 |
|
| Entegris (ENTG) | 0.0 | $1.6M | NEW | 14k | 117.24 |
|
| Healthequity (HQY) | 0.0 | $1.6M | -2% | 19k | 83.57 |
|
| Thermo Fisher Scientific (TMO) | 0.0 | $1.6M | -3% | 3.2k | 491.53 |
|
| Global X Fds S&p 500 Catholic (CATH) | 0.0 | $1.6M | +25% | 20k | 78.15 |
|
| Vistra Energy (VST) | 0.0 | $1.6M | NEW | 10k | 150.33 |
|
| Nexstar Media Group Common Stock (NXST) | 0.0 | $1.5M | NEW | 8.6k | 180.83 |
|
| Bunge Global Sa Com Shs (BG) | 0.0 | $1.5M | NEW | 12k | 127.20 |
|
| Reddit Cl A (RDDT) | 0.0 | $1.4M | NEW | 11k | 134.65 |
|
| Oracle Corporation (ORCL) | 0.0 | $1.4M | 9.8k | 147.11 |
|
|
| Spdr Series Trust State Street Spd (TFI) | 0.0 | $1.4M | -33% | 31k | 45.34 |
|
| Us Foods Hldg Corp call (USFD) | 0.0 | $1.3M | NEW | 15k | 92.21 |
|
| ON Semiconductor (ON) | 0.0 | $1.3M | -5% | 22k | 61.92 |
|
| Topbuild (BLD) | 0.0 | $1.3M | NEW | 3.8k | 351.30 |
|
| Invitation Homes (INVH) | 0.0 | $1.3M | 52k | 24.85 |
|
|
| Oklo Com Cl A (OKLO) | 0.0 | $1.2M | NEW | 25k | 49.59 |
|
| Dynatrace Com New (DT) | 0.0 | $1.2M | 33k | 36.98 |
|
|
| Globus Med Cl A (GMED) | 0.0 | $1.2M | NEW | 14k | 86.16 |
|
| Global Payments (GPN) | 0.0 | $1.2M | 18k | 67.30 |
|
|
| Valero Energy Corporation (VLO) | 0.0 | $1.2M | +27% | 4.8k | 247.08 |
|
| Selective Insurance (SIGI) | 0.0 | $1.2M | NEW | 15k | 75.39 |
|
| Boeing Company (BA) | 0.0 | $1.1M | +8% | 5.6k | 199.03 |
|
| Caterpillar (CAT) | 0.0 | $1.1M | -10% | 1.6k | 708.63 |
|
| Sherwin-Williams Company (SHW) | 0.0 | $1.1M | 3.5k | 320.55 |
|
|
| Canadian Natural Resources (CNQ) | 0.0 | $1.1M | +45% | 23k | 48.73 |
|
| Chewy Cl A (CHWY) | 0.0 | $1.1M | NEW | 41k | 27.00 |
|
| Chipotle Mexican Grill (CMG) | 0.0 | $1.1M | 34k | 32.01 |
|
|
| James Hardie Inds Ord Shs (JHX) | 0.0 | $1.0M | -2% | 55k | 18.94 |
|
| Marathon Petroleum Corp (MPC) | 0.0 | $1.0M | +42% | 4.2k | 244.18 |
|
| Lululemon Athletica (LULU) | 0.0 | $1.0M | 6.6k | 153.10 |
|
|
| International Paper Company (IP) | 0.0 | $988k | NEW | 28k | 35.70 |
|
| Dollar General (DG) | 0.0 | $985k | 8.3k | 118.73 |
|
|
| SYSCO Corporation (SYY) | 0.0 | $980k | -8% | 14k | 71.33 |
|
| Arrow Electronics (ARW) | 0.0 | $952k | -4% | 6.6k | 143.41 |
|
| Duke Energy Corp Com New (DUK) | 0.0 | $952k | +2% | 7.3k | 130.95 |
|
| Eagle Materials (EXP) | 0.0 | $938k | 5.0k | 189.45 |
|
|
| Spdr Gold Tr Gold Shs (GLD) | 0.0 | $938k | +42% | 2.2k | 430.29 |
|
| Rubrik Cl A (RBRK) | 0.0 | $935k | NEW | 19k | 48.97 |
|
| J P Morgan Exchange Traded F Betabuilders Us (BBMC) | 0.0 | $930k | -7% | 8.6k | 108.41 |
|
| SLB Com Stk (SLB) | 0.0 | $929k | -80% | 18k | 51.39 |
|
| Ishares Tr Shrt Nat Mun Etf (SUB) | 0.0 | $924k | 8.7k | 106.50 |
|
|
| Graphic Packaging Holding Company (GPK) | 0.0 | $923k | NEW | 93k | 9.94 |
|
| Sempra Energy (SRE) | 0.0 | $907k | 9.3k | 97.17 |
|
|
| Diamondback Energy (FANG) | 0.0 | $905k | +61% | 4.6k | 197.79 |
|
| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.0 | $866k | -2% | 11k | 77.11 |
|
| Ishares Tr Ibonds 28 Trm Ts (IBTI) | 0.0 | $848k | -4% | 38k | 22.28 |
|
| Spdr Series Trust State Street Spd (SHE) | 0.0 | $844k | 6.6k | 127.81 |
|
|
| Halliburton Company (HAL) | 0.0 | $835k | +58% | 21k | 38.99 |
|
| Snap Cl A (SNAP) | 0.0 | $811k | +4% | 176k | 4.60 |
|
| Cheniere Energy Com New (LNG) | 0.0 | $800k | +51% | 2.8k | 283.76 |
|
| AFLAC Incorporated (AFL) | 0.0 | $789k | 7.2k | 109.71 |
|
|
| Honeywell International (HON) | 0.0 | $773k | -16% | 3.4k | 226.03 |
|
| Antero Res (AR) | 0.0 | $765k | +58% | 18k | 42.44 |
|
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.0 | $718k | 1.00 | 718140.00 |
|
|
| Vanguard Index Fds Growth Etf (VUG) | 0.0 | $714k | +14% | 1.6k | 436.85 |
|
| Ssga Active Tr State Street My (MYCH) | 0.0 | $697k | -3% | 28k | 24.96 |
|
| Pepsi (PEP) | 0.0 | $693k | +25% | 4.5k | 155.30 |
|
| Nebius Group Shs Class A (NBIS) | 0.0 | $660k | NEW | 6.4k | 103.76 |
|
| Walt Disney Company (DIS) | 0.0 | $658k | -4% | 6.8k | 96.39 |
|
| Regeneron Pharmaceuticals (REGN) | 0.0 | $654k | -5% | 846.00 | 772.64 |
|
| Advanced Micro Devices (AMD) | 0.0 | $652k | +3% | 3.2k | 203.43 |
|
| ACADIA Pharmaceuticals (ACAD) | 0.0 | $643k | NEW | 29k | 22.26 |
|
| Progressive Corporation (PGR) | 0.0 | $643k | 3.2k | 198.24 |
|
|
| Ishares Tr Esg Awre Usd Etf (SUSC) | 0.0 | $639k | 28k | 23.14 |
|
|
| Vaneck Etf Trust Intrmdt Muni Etf (ITM) | 0.0 | $624k | -34% | 13k | 46.43 |
|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.0 | $622k | +81% | 5.5k | 113.11 |
|
| Bondbloxx Etf Trust Ir M Taxaware (TAXX) | 0.0 | $610k | +2% | 12k | 50.55 |
|
| First Ctzns Bancshares Inc D Cl A (FCNCA) | 0.0 | $609k | 323.00 | 1884.66 |
|
|
| At&t (T) | 0.0 | $608k | -8% | 21k | 28.99 |
|
| Wec Energy Group (WEC) | 0.0 | $606k | 5.2k | 115.77 |
|
|
| Select Sector Spdr Tr State Street Tec (XLK) | 0.0 | $571k | +63% | 4.3k | 132.90 |
|
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.0 | $568k | +145% | 3.8k | 148.12 |
|
| Vanguard Specialized Funds Div App Etf (VIG) | 0.0 | $562k | 2.6k | 215.04 |
|
|
| Builders FirstSource (BLDR) | 0.0 | $560k | 6.8k | 82.33 |
|
|
| Spdr Series Trust State Street Spd (SPIB) | 0.0 | $555k | 17k | 33.54 |
|
|
| Invesco Exch Trd Slf Idx Buletshs 2027 (BSJR) | 0.0 | $553k | -11% | 25k | 22.36 |
|
| Williams Companies (WMB) | 0.0 | $551k | +16% | 7.6k | 72.78 |
|
| Vanguard World Inf Tech Etf (VGT) | 0.0 | $545k | +73% | 782.00 | 697.36 |
|
| Invesco Exch Trd Slf Idx Invsco Blsh 26 (BSJQ) | 0.0 | $504k | -12% | 22k | 23.17 |
|
| Astera Labs (ALAB) | 0.0 | $496k | NEW | 4.5k | 109.60 |
|
| Southern Company (SO) | 0.0 | $489k | +11% | 5.1k | 96.51 |
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.0 | $471k | +38% | 7.3k | 64.08 |
|
| Pimco Etf Tr Inter Mun Bd Act (MUNI) | 0.0 | $469k | -34% | 9.0k | 52.19 |
|
| Energy Transfer Com Ut Ltd Ptn (ET) | 0.0 | $467k | +2% | 24k | 19.30 |
|
| Dimensional Etf Trust Us Mktwide Value (DFUV) | 0.0 | $457k | 9.4k | 48.46 |
|
|
| American Express Company (AXP) | 0.0 | $456k | -3% | 1.5k | 302.46 |
|
| Merck & Co (MRK) | 0.0 | $454k | 3.8k | 120.28 |
|
|
| A. O. Smith Corporation (AOS) | 0.0 | $453k | 6.9k | 65.94 |
|
|
| Kroger (KR) | 0.0 | $452k | 6.2k | 72.36 |
|
|
| Palantir Technologies Cl A (PLTR) | 0.0 | $431k | 2.9k | 146.28 |
|
|
| Ishares Silver Tr Ishares (SLV) | 0.0 | $428k | -2% | 6.3k | 68.14 |
|
| Bristol Myers Squibb (BMY) | 0.0 | $377k | 6.2k | 60.65 |
|
|
| McKesson Corporation (MCK) | 0.0 | $357k | 412.00 | 865.52 |
|
|
| Sprott Asset Management Physical Gold An (CEF) | 0.0 | $355k | 7.4k | 47.72 |
|
|
| Vanguard Index Fds Value Etf (VTV) | 0.0 | $350k | +2% | 1.8k | 196.18 |
|
| Pfizer (PFE) | 0.0 | $331k | -90% | 12k | 28.08 |
|
| Philip Morris International (PM) | 0.0 | $330k | -6% | 2.0k | 165.34 |
|
| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.0 | $324k | 11k | 29.13 |
|
|
| Innovator Etfs Trust Us Eqt Aclrtd 9 (XBJL) | 0.0 | $317k | -99% | 8.3k | 38.02 |
|
| Vaneck Etf Trust High Yld Munietf (HYD) | 0.0 | $312k | -39% | 6.2k | 50.14 |
|
| CMS Energy Corporation (CMS) | 0.0 | $311k | 4.0k | 77.58 |
|
|
| Intel Corporation (INTC) | 0.0 | $308k | 7.0k | 44.13 |
|
|
| Ishares Tr Core High Dv Etf (HDV) | 0.0 | $307k | 2.3k | 135.72 |
|
|
| Schwab Strategic Tr Fundamental Intl (FNDF) | 0.0 | $307k | 6.3k | 48.93 |
|
|
| Mayville Engineering (MEC) | 0.0 | $307k | -18% | 17k | 17.95 |
|
| Colgate-Palmolive Company (CL) | 0.0 | $302k | 3.5k | 85.23 |
|
|
| Ark Etf Tr Space & Defense (ARKX) | 0.0 | $299k | 10k | 29.35 |
|
|
| Evergy (EVRG) | 0.0 | $298k | 3.6k | 81.92 |
|
|
| Ssga Active Etf Tr State Street Bla (SRLN) | 0.0 | $298k | +25% | 7.4k | 40.14 |
|
| CSX Corporation (CSX) | 0.0 | $297k | 7.2k | 41.05 |
|
|
| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.0 | $295k | NEW | 3.7k | 79.27 |
|
| Pimco Etf Tr Shtrm Mun Bd Act (SMMU) | 0.0 | $293k | -32% | 5.8k | 50.45 |
|
| Northrop Grumman Corporation (NOC) | 0.0 | $287k | -19% | 420.00 | 682.24 |
|
| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.0 | $285k | -5% | 2.0k | 142.44 |
|
| Spdr Series Trust State Street Spd (SPYG) | 0.0 | $279k | NEW | 2.9k | 97.92 |
|
| Alliant Energy Corporation (LNT) | 0.0 | $279k | 3.9k | 71.76 |
|
|
| Ishares Tr Intl Sel Div Etf (IDV) | 0.0 | $278k | 6.5k | 42.56 |
|
|
| Truist Financial Corp equities (TFC) | 0.0 | $277k | -9% | 6.0k | 45.97 |
|
| Northern Lts Fd Tr Iv Brookstone Grwth (BAMG) | 0.0 | $264k | NEW | 7.2k | 36.52 |
|
| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.0 | $263k | 3.5k | 75.11 |
|
|
| Choiceone Fin cmn stk (COFS) | 0.0 | $262k | 9.3k | 28.12 |
|
|
| J P Morgan Exchange Traded F Hedged Equity La (HELO) | 0.0 | $262k | -98% | 4.1k | 63.91 |
|
| Atmos Energy Corporation (ATO) | 0.0 | $262k | 1.4k | 184.77 |
|
|
| Nucor Corporation (NUE) | 0.0 | $258k | 1.5k | 169.10 |
|
|
| Global X Fds S&p Ex Us Etf (CEFA) | 0.0 | $253k | 6.9k | 36.89 |
|
|
| Vanguard World Mega Grwth Ind (MGK) | 0.0 | $252k | -19% | 686.00 | 367.34 |
|
| 3M Company (MMM) | 0.0 | $251k | NEW | 1.7k | 145.20 |
|
| Northern Lts Fd Tr Iv Brookstone Value (BAMV) | 0.0 | $246k | NEW | 7.6k | 32.51 |
|
| Northern Lts Fd Tr Iv Brookstone Divid (BAMD) | 0.0 | $241k | NEW | 7.7k | 31.14 |
|
| Applied Materials (AMAT) | 0.0 | $238k | NEW | 697.00 | 341.87 |
|
| Jack Henry & Associates (JKHY) | 0.0 | $237k | 1.5k | 158.04 |
|
|
| Jabil Circuit (JBL) | 0.0 | $235k | NEW | 886.00 | 265.63 |
|
| Ishares Tr Core Us Aggbd Et (AGG) | 0.0 | $231k | NEW | 2.3k | 99.25 |
|
| Innovator Etfs Trust Equity Def Protn (TJUL) | 0.0 | $230k | -99% | 7.8k | 29.36 |
|
| Verizon Communications (VZ) | 0.0 | $223k | -25% | 4.4k | 50.20 |
|
| Sierra Ban (BSRR) | 0.0 | $223k | 6.6k | 33.92 |
|
|
| Direxion Shares Etf Trust Daily S&p Oil & (GUSH) | 0.0 | $221k | NEW | 5.0k | 44.22 |
|
| Phillips 66 (PSX) | 0.0 | $220k | NEW | 1.2k | 182.15 |
|
| DTE Energy Company (DTE) | 0.0 | $213k | NEW | 1.5k | 146.22 |
|
| Innovator Etfs Trust Us Eqt Bufr Apr (BAPR) | 0.0 | $211k | -12% | 4.3k | 48.98 |
|
| Monster Beverage Corp (MNST) | 0.0 | $210k | 2.9k | 72.46 |
|
|
| Innovator Etfs Trust Us Equity Accele (XBAP) | 0.0 | $208k | -12% | 5.3k | 39.14 |
|
| Ge Aerospace Com New (GE) | 0.0 | $208k | NEW | 733.00 | 283.59 |
|
| Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) | 0.0 | $207k | NEW | 2.8k | 73.13 |
|
| Select Sector Spdr Tr State Street Con (XLY) | 0.0 | $206k | -25% | 1.9k | 108.98 |
|
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.0 | $204k | -45% | 1.1k | 191.83 |
|
| Ishares Tr 7-10 Yr Trsy Bd (IEF) | 0.0 | $201k | 2.1k | 95.44 |
|
|
| FedEx Corporation (FDX) | 0.0 | $200k | NEW | 562.00 | 356.36 |
|
| Ford Motor Company (F) | 0.0 | $135k | NEW | 12k | 11.54 |
|
Past Filings by Gradient Investments
SEC 13F filings are viewable for Gradient Investments going back to 2011
- 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
- Gradient Investments 2022 Q2 filed July 11, 2022