Gradient Investments LLC Portfolio Holdings

Gradient Investments LLC

  • $4.68 Billion
  • Q3 2025

Gradient Investments LLC has filed its 13F form on October 06, 2025 for Q3 2025 where it was disclosed a total value porftolio of $4.68 Billion distributed in 369 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 $294M, Nvidia Corp with a value of $148M, Microsoft Corp with a value of $148M, Amazon Com Inc with a value of $126M, and Apple Inc. with a value of $123M.

Examining the 13F form we can see an increase of $272M in the current position value, from $4.41B to 4.68B.

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

Portfolio value $4.68 Billion
ETFs: $1.78 Billion
Technology: $692 Million
Financial Services: $441 Million
Healthcare: $316 Million
Consumer Cyclical: $284 Million
Communication Services: $278 Million
Industrials: $256 Million
Consumer Defensive: $212 Million
Other: $329 Million

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$3.45 Million 0.07% of portfolio
54,214
Q3 2025 Reduced 1.36%
$0
$3.3 Million 0.07% of portfolio
159,382
Q3 2025 Reduced 9.43%
$0
$2.25 Million 0.05% of portfolio
23,991
Q3 2025 Reduced 1.29%
$0
$2.29 Million 0.05% of portfolio
131,402
Q3 2025 Added 45.08%
$0
$1.79 Million 0.04% of portfolio
2,924
Q3 2025 Added 1.0%
$0
$2.03 Million 0.04% of portfolio
44,519
Q3 2025 Added 101.26%
$0
$2.1 Million 0.04% of portfolio
32,219
Q3 2025 Added 18.6%
$0
$1.77 Million 0.04% of portfolio
31,371
Q2 2025 New
$0
$1.86 Million 0.04% of portfolio
26,134
Q3 2025 Reduced 7.87%
$0
$1.95 Million 0.04% of portfolio
40,646
Q3 2025 Reduced 10.82%
$0
$1.71 Million 0.04% of portfolio
7,521
Q3 2025 Reduced 1.54%
$0
$1.3 Million 0.03% of portfolio
15,984
Q3 2025 Reduced 5.45%
$0
$1.44 Million 0.03% of portfolio
27,233
Q3 2025 Reduced 2.3%
$0
$1.48 Million 0.03% of portfolio
2,217
Q3 2025 Added 172.36%
$0
$1.43 Million 0.03% of portfolio
52,496
Q3 2025 Added 9.86%
$0
$1.01 Million 0.02% of portfolio
9,674
Q3 2025 Reduced 16.04%
$0
$801,000 0.02% of portfolio
6,288
Q3 2025 Reduced 0.38%
$0
$993,000 0.02% of portfolio
20,765
Q3 2025 Reduced 0.48%
$0
$1.16 Million 0.02% of portfolio
4,252
Q3 2025 Added 30.87%
$0
$796,000 0.02% of portfolio
10,839
Q3 2024 Reduced 7.78%
$0
$967,000 0.02% of portfolio
20,635
Q3 2025 Reduced 98.01%
$0
$1.01 Million 0.02% of portfolio
44,886
Q3 2025 Reduced 14.48%
$0
$876,000 0.02% of portfolio
8,207
Q3 2025 Added 60.32%
$0
$895,000 0.02% of portfolio
19,208
Q3 2025 Added 95.96%
$0
$702,000 0.01% of portfolio
30,012
Q3 2025 Reduced 9.43%
$0
$254,000 0.01% of portfolio
1,062
Q3 2025 Reduced 9.23%
$0
$606,000 0.01% of portfolio
19,370
Q3 2025 Reduced 3.53%
$0
$421,000 0.01% of portfolio
9,427
Q4 2024 Reduced 2.14%
$0
$646,000 0.01% of portfolio
27,437
Q3 2025 Reduced 12.89%
$0
$640,000 0.01% of portfolio
27,788
Q3 2025 Reduced 8.71%
$0
$298,000 0.01% of portfolio
2,476
Q3 2025 Added 27.89%
$0
$400,000 0.01% of portfolio
12,206
Q3 2025 Reduced 4.75%
$0
$290,000 0.01% of portfolio
10,172
Q2 2025 Reduced 0.07%
$0
$241,000 0.01% of portfolio
2,307
Q3 2025 New
$0
$308,000 0.01% of portfolio
1,096
Q3 2025 New
$0
$247,000 0.01% of portfolio
6,862
Q3 2025 Reduced 11.09%
$0
$371,000 0.01% of portfolio
2,041
Q3 2025 New
$0
$532,000 0.01% of portfolio
14,106
Q3 2025 Reduced 98.87%
$0
$262,000 0.01% of portfolio
1,804
Q3 2025 Added 5.5%
$0
$277,000 0.01% of portfolio
2,264
Q4 2024 Reduced 0.79%
$0
$307,000 0.01% of portfolio
427
Q3 2025 New
$0
$456,000 0.01% of portfolio
3,328
Q3 2025 New
$0
$450,000 0.01% of portfolio
8,857
Q3 2025 Added 105.74%
$0
$272,000 0.01% of portfolio
678
Q3 2025 Added 0.15%
$0
$563,000 0.01% of portfolio
16,637
Q3 2025 Added 0.1%
$0
$384,000 0.01% of portfolio
2,728
Q3 2025 New
$0
$236,000 0.01% of portfolio
6,388
Q2 2025 New
$0
$239,000 0.01% of portfolio
3,353
Q2 2025 Added 0.03%
$0
$355,000 0.01% of portfolio
11,131
Q3 2025 Reduced 13.85%

Summary

  • Portfolio
  • No. of Stocks 369
  • Current Value $4.68 Billion
  • Prior Value $4.41 Billion
  • Filing
  • Period Q3 2025
  • Filing Date October 06, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 41 stocks
  • Additional Purchases 191 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 118 stocks
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