Gradient Investments LLC Portfolio Holdings
Gradient Investments LLC
- $4.41 Billion
- Q2 2025
Gradient Investments LLC has filed its 13F form on July 08, 2025 for Q2 2025 where it was disclosed a total value porftolio of $4.41 Billion distributed in 358 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 $258M, Microsoft Corp with a value of $136M, Nvidia Corp with a value of $122M, Amazon Com Inc with a value of $121M, and Spdr Portfolio Aggregate Bond with a value of $99.8M.
Examining the 13F form we can see an increase of $447M in the current position value, from $3.96B to 4.41B.
Below you can find more details about Gradient Investments LLC portfolio as well as his latest detailed transactions.
Portfolio value
$4.41 Billion
ETFs: $1.72 Billion
Technology: $611 Million
Financial Services: $392 Million
Healthcare: $338 Million
Consumer Cyclical: $273 Million
Communication Services: $243 Million
Industrials: $237 Million
Consumer Defensive: $201 Million
Other: $273 Million
Stock Holdings Table Companies Only
Summary
- Portfolio
- No. of Stocks 358
- Current Value $4.41 Billion
- Prior Value $3.96 Billion
- Filing
- Period Q2 2025
- Filing Date July 08, 2025
- Form Type 13F-HR
- Activity in Q2 2025
- New Purchases 55 stocks
- Additional Purchases 185 stocks
- Sold out of 0 stocks
- Reduced holdings in 104 stocks