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 Market Cap. of Under $50 Millions
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