Gradient Investments LLC Portfolio Holdings
Gradient Investments LLC
- $3.51 Billion
- Q2 2024
Gradient Investments LLC has filed its 13F form on July 18, 2024 for Q2 2024 where it was disclosed a total value porftolio of $3.51 Billion distributed in 1377 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Spdr Portfolio S&P 500 ETF (Ma with a value of $207M, Spdr Ser Tr Fds Spdr Portfolio with a value of $112M, Spdr Portfolio Aggregate Bond with a value of $99.2M, Ishares Trust Ishares 5 10 Yea with a value of $95.7M, and Microsoft Corp with a value of $87M.
Examining the 13F form we can see an decrease of $44M in the current position value, from $3.55B to 3.51B.
Below you can find more details about Gradient Investments LLC portfolio as well as his latest detailed transactions.
Portfolio value
$3.51 Billion
ETFs: $1.33 Billion
Technology: $410 Million
Financial Services: $399 Million
Healthcare: $357 Million
Consumer Cyclical: $248 Million
Consumer Defensive: $173 Million
Industrials: $167 Million
Communication Services: $165 Million
Other: $245 Million
Stock Holdings Table
Summary
- Portfolio
- No. of Stocks 1,377
- Current Value $3.51 Billion
- Prior Value $3.55 Billion
- Filing
- Period Q2 2024
- Filing Date July 18, 2024
- Form Type 13F-HR
- Activity in Q2 2024
- New Purchases 299 stocks
- Additional Purchases 427 stocks
- Sold out of 0 stocks
- Reduced holdings in 278 stocks