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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$66.5B
$28.4 Million 0.64% of portfolio
287,788
Q2 2025 Reduced 11.91%
$8.27B
$27 Million 0.61% of portfolio
496,802
Q2 2025 Reduced 0.83%
$145B
$26.6 Million 0.6% of portfolio
74,381
Q2 2025 Added 7.29%
$48.9B
$26.4 Million 0.6% of portfolio
267,985
Q2 2025 Reduced 1.35%
$172B
$25.2 Million 0.57% of portfolio
24,527
Q2 2025 Reduced 5.17%
$56B
$25.2 Million 0.57% of portfolio
66,680
Q2 2025 Reduced 7.36%
$0
$25.3 Million 0.57% of portfolio
423,183
Q2 2025 Reduced 0.89%
$439B
$24.3 Million 0.55% of portfolio
24,534
Q2 2025 Reduced 2.84%
$78.6B
$24.1 Million 0.55% of portfolio
324,218
Q2 2025 Reduced 6.71%
$147B
$23.5 Million 0.53% of portfolio
218,414
Q2 2025 Reduced 2.66%
$31B
$23.5 Million 0.53% of portfolio
269,748
Q2 2025 Reduced 4.12%
$78.8B
$22.3 Million 0.51% of portfolio
82,924
Q2 2025 Added 7.54%
$201B
$22.6 Million 0.51% of portfolio
28,736
Q2 2025 Reduced 17.63%
$0
$21.8 Million 0.5% of portfolio
435,103
Q2 2025 Added 1.1%
$48.2B
$21.5 Million 0.49% of portfolio
114,922
Q2 2025 Added 22.04%
$0
$21.7 Million 0.49% of portfolio
406,825
Q2 2025 Reduced 1.61%
$95.7B
$21.1 Million 0.48% of portfolio
41,237
Q2 2025 Added 28.78%
$0
$20.3 Million 0.46% of portfolio
137,624
Q2 2025 Added 16.21%
$71.7B
$19.6 Million 0.45% of portfolio
24,684
Q2 2025 Added 19.43%
$0
$19.7 Million 0.45% of portfolio
345,277
Q2 2025 Added 16.78%
$138B
$19.6 Million 0.44% of portfolio
809,361
Q2 2025 Reduced 30.26%
$21.5B
$17.4 Million 0.4% of portfolio
55,473
Q2 2025 New
$18.2B
$17.8 Million 0.4% of portfolio
548,423
Q2 2025 Added 4.45%
$38.3B
$17.7 Million 0.4% of portfolio
105,601
Q2 2025 Reduced 4.96%
$182B
$17.7 Million 0.4% of portfolio
189,421
Q2 2025 New
$42.6B
$17.6 Million 0.4% of portfolio
459,127
Q2 2025 Added 26.47%
$46.7B
$17.4 Million 0.39% of portfolio
514,192
Q2 2025 Reduced 30.17%
$0
$17.3 Million 0.39% of portfolio
590,031
Q2 2025 Reduced 0.11%
$99.5B
$16.9 Million 0.38% of portfolio
38,013
Q2 2025 New
$21.4B
$16.9 Million 0.38% of portfolio
185,733
Q2 2025 Reduced 1.15%
$684B
$16.8 Million 0.38% of portfolio
76,735
Q2 2025 Reduced 0.09%
$0
$16 Million 0.36% of portfolio
600,721
Q2 2025 Reduced 0.44%
$229B
$15.9 Million 0.36% of portfolio
109,162
Q2 2025 Reduced 2.09%
$351B
$15.6 Million 0.35% of portfolio
83,810
Q2 2025 Added 5.5%
$102B
$15 Million 0.34% of portfolio
81,515
Q2 2025 Reduced 1.6%
$442B
$15.1 Million 0.34% of portfolio
140,523
Q2 2025 Added 3.87%
$0
$14.9 Million 0.34% of portfolio
277,254
Q2 2025 Added 2.64%
$9.6B
$14.7 Million 0.33% of portfolio
262,412
Q2 2025 Reduced 1.7%
$0
$14.7 Million 0.33% of portfolio
277,737
Q2 2025 Added 0.77%
$146B
$14.2 Million 0.32% of portfolio
61,001
Q2 2025 Reduced 0.82%
$33.2B
$14.3 Million 0.32% of portfolio
82,364
Q2 2025 Reduced 0.72%
$40.9B
$14.3 Million 0.32% of portfolio
189,169
Q2 2025 Added 9.18%
$51.7B
$14.2 Million 0.32% of portfolio
56,777
Q2 2025 Reduced 1.46%
$39.6B
$13.5 Million 0.31% of portfolio
198,030
Q2 2025 Reduced 1.5%
$95.3B
$13.8 Million 0.31% of portfolio
62,551
Q2 2025 Reduced 2.4%
$112B
$13.5 Million 0.31% of portfolio
46,515
Q2 2025 Reduced 1.23%
$85.6B
$13.1 Million 0.3% of portfolio
39,613
Q2 2025 Reduced 1.62%
$89.4B
$13.2 Million 0.3% of portfolio
26,379
Q2 2025 Reduced 1.29%
$203B
$13.1 Million 0.3% of portfolio
451,621
Q2 2025 Added 1,869.13%

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
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