Gradient Investments LLC Portfolio Holdings
Gradient Investments LLC
- $3.96 Billion
- Q1 2025
Gradient Investments LLC has filed its 13F form on April 09, 2025 for Q1 2025 where it was disclosed a total value porftolio of $3.96 Billion distributed in 320 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 $225M, Spdr Portfolio Aggregate Bond with a value of $104M, Microsoft Corp with a value of $103M, Amazon Com Inc with a value of $103M, and Apple Inc. with a value of $97.8M.
Examining the 13F form we can see an increase of $186M in the current position value, from $3.78B to 3.96B.
Below you can find more details about Gradient Investments LLC portfolio as well as his latest detailed transactions.
Portfolio value
$3.96 Billion
ETFs: $1.53 Billion
Technology: $464 Million
Financial Services: $352 Million
Healthcare: $330 Million
Consumer Cyclical: $252 Million
Industrials: $218 Million
Consumer Defensive: $208 Million
Communication Services: $199 Million
Other: $295 Million
Stock Holdings Table
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
|---|
Summary
- Portfolio
- No. of Stocks 320
- Current Value $3.96 Billion
- Prior Value $3.78 Billion
- Filing
- Period Q1 2025
- Filing Date April 09, 2025
- Form Type 13F-HR
- Activity in Q1 2025
- New Purchases 37 stocks
- Additional Purchases 157 stocks
- Sold out of 0 stocks
- Reduced holdings in 109 stocks