Gradient Investments LLC Incresed Positions in Q4 2025

Gradient Investments LLC

  • $4.99 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
NOW
Service Now, Inc.

Technology
129K
+ 488.12%
$835.79 - $946.29 $108M - $122M
155K $130M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
290K
+ 7.73%
$76.84 - $80.86 $22.3M - $23.4M
4.04M $319M
LLY
Eli Lilly & CO

Healthcare
19.6K
+ 2351.38%
$799.57 - $1025.28 $15.7M - $20.1M
20.5K $20.9M
CTAS
Cintas Corp

Industrials
108K
+ 9549.38%
$182.04 - $203.64 $19.6M - $22M
109K $20.4M
AMZN
Amazon Com Inc

Consumer Cyclical
36.4K
+ 6.36%
$213.04 - $254.0 $7.75M - $9.24M
608K $143M
TGT
Target Corp

Consumer Defensive
174K
+ 61.16%
$85.53 - $97.77 $14.9M - $17M
458K $41.1M
AZN
Astrazeneca PLC

Healthcare
169K
+ 1098.86%
$81.15 - $89.4 $13.7M - $15.1M
184K $16.5M
EOG
Eog Resources Inc

Energy
128K
+ 4333.55%
$105.0 - $111.92 $13.4M - $14.3M
131K $14.4M
EIX
Edison International

Utilities
238K
+ 949.83%
$52.12 - $59.08 $12.4M - $14.1M
263K $15.4M
CSCO
Cisco Systems, Inc.

Technology
178K
+ 2018.39%
$67.46 - $78.0 $12M - $13.9M
187K $14.6M
GOOGL
Alphabet Inc.

Communication Services
47.4K
+ 492.72%
$236.57 - $291.31 $11.2M - $13.8M
57K $15.8M
ITW
Illinois Tool Works Inc

Industrials
54.8K
+ 691.28%
$242.03 - $260.73 $13.3M - $14.3M
62.7K $15.3M
GLDM
World Gold Trust

ETFs
109K
+ 10.96%
$76.32 - $86.69 $8.3M - $9.43M
1.1M $89.1M
JEF
Jefferies Financial Group Inc.

Financial Services
260K
+ 807.14%
$48.8 - $63.49 $12.7M - $16.5M
292K $15.3M
C
Citigroup Inc

Financial Services
132K
+ 564.54%
$93.93 - $102.87 $12.4M - $13.6M
155K $15.3M
AAPL
Apple Inc.

Technology
24.7K
+ 5.13%
$245.27 - $275.25 $6.07M - $6.81M
507K $136M
MHO
M/I Homes, Inc.

Consumer Cyclical
100K
+ 689.36%
$125.05 - $148.06 $12.5M - $14.8M
115K $14.8M
QCOM
Qualcomm Inc

Technology
74.5K
+ 4723.21%
$153.59 - $187.68 $11.4M - $14M
76.1K $12.7M
HII
Huntington Ingalls Industries, Inc.

Industrials
38.9K
+ 662.27%
$280.02 - $324.19 $10.9M - $12.6M
44.8K $14.1M
AVUS
American Centy ETF Tr Avantis

ETFs
110K
+ 57.85%
$105.96 - $111.17 $11.6M - $12.2M
299K $32.6M
ASML
Asml Holding Nv

Technology
11.6K
+ 424.34%
$936.19 - $1075.45 $10.9M - $12.5M
14.4K $14.7M
ARE
Alexandria Real Estate Equities, Inc.

Real Estate
241K
+ 1453.9%
$50.84 - $83.8 $12.3M - $20.2M
258K $13.1M
MUB
Ishares National Muni Bond ETF

ETFs
82.7K
+ 42.18%
$106.36 - $107.61 $8.79M - $8.9M
279K $29.8M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
62.6K
+ 17.09%
$91.46 - $91.76 $5.73M - $5.74M
429K $39.3M
AVDE
American Centy ETF Tr Avantis

ETFs
47.9K
+ 3.65%
$77.65 - $81.2 $3.72M - $3.89M
1.36M $109M
AVEM
American Centy ETF Tr Avantis

ETFs
34.7K
+ 3.24%
$73.09 - $78.36 $2.54M - $2.72M
1.11M $85.8M
KO
Coca Cola CO

Consumer Defensive
41K
+ 7.5%
$66.1 - $71.61 $2.71M - $2.93M
587K $41.5M
ABT
Abbott Laboratories

Healthcare
47.1K
+ 15.74%
$123.62 - $134.59 $5.83M - $6.34M
347K $45.1M
PODD
Insulet Corp

Healthcare
10.5K
+ 17.89%
$305.98 - $336.84 $3.21M - $3.54M
69.2K $23M
SBUX
Starbucks Corp

Consumer Cyclical
57K
+ 20.84%
$78.46 - $87.26 $4.47M - $4.97M
330K $28M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
92.7K
+ 7.96%
$50.55 - $50.74 $4.68M - $4.7M
1.26M $63.6M
IETC
Ishares U S ETF Tr

ETFs
49.1K
+ 7.87%
$100.06 - $107.97 $4.92M - $5.31M
674K $68.2M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
57.2K
+ 2.69%
$42.26 - $44.28 $2.42M - $2.53M
2.19M $95.7M
SIVR
Abrdn Silver ETF Trust

ETFs
59.9K
+ 14.89%
$44.53 - $51.56 $2.67M - $3.09M
462K $22.3M
MSFT
Microsoft Corp

Technology
14K
+ 4.91%
$496.82 - $542.07 $6.95M - $7.59M
299K $152M
JMBS
Janus Detroit Str Tr Henderson

ETFs
88.4K
+ 4.13%
$45.54 - $46.2 $4.03M - $4.08M
2.23M $102M
NFLX
Netflix Inc

Communication Services
299K
+ 1097.17%
$110.29 - $1241.35 $32.9M - $371M
326K $35.9M
PALL
Abrdn Palladium ETF Trust

ETFs
16.7K
+ 21.07%
$114.08 - $147.62 $1.9M - $2.46M
95.8K $12.3M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
63.2K
+ 43.36%
$50.85 - $51.0 $3.21M - $3.22M
209K $10.6M
TXN
Texas Instruments Inc

Technology
16.3K
+ 25.64%
N/A
80K $15.6M
LOUP
Innovator Etfs Tr Loup Frontie

ETFs
33.5K
+ 13.63%
$74.93 - $82.69 $2.51M - $2.77M
279K $21.3M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
8.43K
+ 3.3%
$242.67 - $261.79 $2.05M - $2.21M
264K $66.2M
WCN
Waste Connections, Inc.

Industrials
22.7K
+ 18.49%
$165.31 - $178.47 $3.76M - $4.06M
146K $24.6M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
2.62K
+ 6.39%
$402.9 - $437.15 $1.05M - $1.14M
43.6K $18.9M
RECS
Columbia ETF Tr I

ETFs
63.8K
+ 2.98%
$39.39 - $41.32 $2.51M - $2.64M
2.2M $89.1M
IBTH
Ishares Tr Ibonds Dec 2027 Ter

ETFs
124K
+ 275.58%
$22.43 - $22.55 $2.77M - $2.79M
169K $3.79M
PG
Procter & Gamble CO

Consumer Defensive
28.8K
+ 12.83%
$145.5 - $153.18 $4.19M - $4.41M
253K $36.9M
SPMD
Spdr Portfolio

ETFs
39.8K
+ 57.36%
$55.44 - $58.05 $2.21M - $2.31M
109K $6.15M
PANW
Palo Alto Networks Inc

Technology
9.18K
+ 5.61%
$204.77 - $221.38 $1.88M - $2.03M
173K $35.5M
Activity Summary
Buys All Purchases 237 New Holdings 21 Increased Positions 216 Sells All Sells 93 Reductions 93 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Gradient Investments LLC Portfolio

Follow Gradient Investments LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Gradient Investments LLC, based on Form 13F filings with the SEC.

News

Stay updated on Gradient Investments LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email