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
$0
$13.4 Million 0.3% of portfolio
127,921
Q2 2025 Added 96.73%
$405B
$13.2 Million 0.3% of portfolio
35,941
Q2 2025 Reduced 9.49%
$152B
$13.2 Million 0.3% of portfolio
47,236
Q2 2025 Added 0.61%
$17B
$12.8 Million 0.29% of portfolio
228,513
Q2 2025 Added 0.69%
$0
$13 Million 0.29% of portfolio
20,904
Q2 2025 Added 56.81%
$232B
$12.2 Million 0.28% of portfolio
44,824
Q2 2025 Added 1.22%
$14.2B
$12.2 Million 0.28% of portfolio
69,495
Q2 2025 Added 0.34%
$202B
$11.9 Million 0.27% of portfolio
90,493
Q2 2025 Added 0.72%
$150B
$11.8 Million 0.27% of portfolio
39,602
Q2 2025 Added 0.03%
$0
$12.1 Million 0.27% of portfolio
193,309
Q2 2025 Added 17.7%
$123B
$11.8 Million 0.27% of portfolio
78,891
Q2 2025 Added 3.02%
$55.9B
$11.9 Million 0.27% of portfolio
58,906
Q2 2025 Added 5,053.63%
$0
$11.5 Million 0.26% of portfolio
123,960
Q2 2025 Added 16.34%
$0
$11.3 Million 0.26% of portfolio
403,381
Q2 2025 New
$27.4B
$9.96 Million 0.23% of portfolio
61,244
Q2 2025 Added 1.44%
$2.15B
$9.55 Million 0.22% of portfolio
836,626
Q2 2025 Added 6.19%
$1.79B
$9 Million 0.2% of portfolio
261,689
Q2 2025 Added 7.37%
$0
$7.35 Million 0.17% of portfolio
144,259
Q2 2025 Added 0.88%
$0
$7.35 Million 0.17% of portfolio
154,278
Q2 2025 Added 2.74%
$0
$7.61 Million 0.17% of portfolio
311,233
Q2 2025 Added 1,171.9%
$0
$7.27 Million 0.16% of portfolio
408,636
Q2 2025 Added 1.51%
$0
$7.17 Million 0.16% of portfolio
683,668
Q2 2025 Added 6.08%
$0
$7.27 Million 0.16% of portfolio
523,842
Q2 2025 Added 8.31%
$0
$6.88 Million 0.16% of portfolio
102,683
Q2 2025 Added 1,350.73%
$53.5B
$5.53 Million 0.13% of portfolio
88,680
Q2 2025 Reduced 3.45%
$113B
$5.54 Million 0.13% of portfolio
11,961
Q2 2025 Added 0.8%
$0
$5.18 Million 0.12% of portfolio
9,391
Q2 2025 Added 329.4%
$0
$4.87 Million 0.11% of portfolio
41,951
Q2 2025 Reduced 15.45%
$0
$4.91 Million 0.11% of portfolio
96,358
Q2 2025 Added 95.68%
$0
$4.72 Million 0.11% of portfolio
201,887
Q2 2025 Added 2.11%
$0
$4.6 Million 0.1% of portfolio
200,526
Q2 2025 Added 3.76%
$184M
$4.14 Million 0.09% of portfolio
41,129
Q2 2025 Added 9.94%
$1.09B
$4 Million 0.09% of portfolio
44,523
Q2 2025 Added 6.48%
$0
$3.67 Million 0.08% of portfolio
299,837
Q2 2025 Added 0.53%
$0
$3.64 Million 0.08% of portfolio
175,973
Q2 2025 Added 2.14%
$0
$3.22 Million 0.07% of portfolio
54,960
Q2 2025 Reduced 17.0%
$0
$2.88 Million 0.07% of portfolio
69,694
Q2 2025 Reduced 15.4%
$0
$3.03 Million 0.07% of portfolio
9,972
Q2 2025 Added 7.95%
$6.4B
$3.27 Million 0.07% of portfolio
36,234
Q2 2025 Added 1,445.82%
$1.08T
$2.82 Million 0.06% of portfolio
8,876
Q2 2025 Added 6.17%
$185B
$2.4 Million 0.05% of portfolio
28,194
Q2 2025 Added 512.25%
$187B
$2.1 Million 0.05% of portfolio
5,168
Q2 2025 New
$0
$2.17 Million 0.05% of portfolio
45,577
Q2 2025 Reduced 17.23%
$14B
$2 Million 0.05% of portfolio
36,610
Q2 2025 New
$29.8B
$2.21 Million 0.05% of portfolio
5,885
Q2 2025 Reduced 9.18%
$7.83B
$2.06 Million 0.05% of portfolio
19,692
Q2 2025 Reduced 4.35%
$7.63B
$2.18 Million 0.05% of portfolio
16,634
Q2 2025 Added 9.86%
$61.9B
$2.29 Million 0.05% of portfolio
21,657
Q2 2025 Reduced 17.56%
$80B
$2.18 Million 0.05% of portfolio
8,813
Q2 2025 New

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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