Gradient Investments LLC has filed its 13F form on April 23, 2024 for Q1 2024 where it was disclosed a total value porftolio of $3.55 Billion distributed in 1235 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 $223M, Ishares Trust Ishares 5 10 Yea with a value of $163M, Spdr Ser Tr Fds Spdr Portfolio with a value of $110M, Spdr Portfolio Aggregate Bond with a value of $104M, and Janus Detroit Str Tr Henderson with a value of $84.5M.

Examining the 13F form we can see an decrease of $29.7M in the current position value, from $3.58B to 3.55B. Also it can be appreciated an additional of 95 stocks purchases and 12 closed positions.

Below you can find more details about Gradient Investments LLC portfolio as well as his latest detailed transactions.

Portfolio value $3.55 Billion
ETFs: $1.45 Billion
Financial Services: $403 Million
Technology: $371 Million
Healthcare: $354 Million
Consumer Cyclical: $253 Million
Industrials: $183 Million
Consumer Defensive: $154 Million
Communication Services: $146 Million
Other: $227 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History


  • Portfolio
  • No. of Stocks 1,235
  • Current Value $3.55 Billion
  • Prior Value $3.58 Billion
  • Filing
  • Period Q1 2024
  • Filing Date April 23, 2024
  • Form Type 13F-HR
  • Activity in Q1 2024
  • New Purchases 95 stocks
  • Additional Purchases 165 stocks
  • Sold out of 12 stocks
  • Reduced holdings in 696 stocks
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