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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$1.45B
$13 Million 0.28% of portfolio
270,743
Q3 2025 New
$205B
$13.1 Million 0.28% of portfolio
114,357
Q3 2025 Added 1,897.5%
$177B
$13.1 Million 0.28% of portfolio
464,099
Q3 2025 Added 2.76%
$0
$12.6 Million 0.27% of portfolio
238,386
Q3 2025 Reduced 62.21%
$83.5B
$12.8 Million 0.27% of portfolio
75,693
Q3 2025 Reduced 7.14%
$8.94B
$12.7 Million 0.27% of portfolio
365,570
Q3 2025 New
$27.4B
$12.7 Million 0.27% of portfolio
252,807
Q3 2025 New
$132B
$12.8 Million 0.27% of portfolio
60,575
Q3 2025 Reduced 0.7%
$177B
$12.4 Million 0.26% of portfolio
63,645
Q3 2025 New
$88.8B
$12.2 Million 0.26% of portfolio
25,654
Q3 2025 New
$0
$12.1 Million 0.26% of portfolio
413,893
Q3 2025 Added 2.61%
$277B
$12.1 Million 0.26% of portfolio
42,849
Q3 2025 Added 1,619.46%
$0
$11.5 Million 0.25% of portfolio
95,493
Q3 2025 Reduced 83.59%
$15.4B
$11.7 Million 0.25% of portfolio
231,363
Q3 2025 Added 1.25%
$14.1B
$11.5 Million 0.25% of portfolio
70,956
Q3 2025 Added 2.1%
$154B
$10.9 Million 0.23% of portfolio
44,191
Q3 2025 Added 11.59%
$0
$7.87 Million 0.17% of portfolio
13,107
Q3 2025 Added 39.57%
$0
$7.44 Million 0.16% of portfolio
145,763
Q3 2025 Added 51.27%
$0
$7.67 Million 0.16% of portfolio
291,256
Q3 2025 Reduced 6.42%
$0
$7.49 Million 0.16% of portfolio
147,069
Q3 2025 Added 1.95%
$0
$7.7 Million 0.16% of portfolio
693,992
Q3 2025 Added 1.51%
$0
$7.27 Million 0.16% of portfolio
537,666
Q3 2025 Added 2.64%
$0
$7.55 Million 0.16% of portfolio
414,009
Q3 2025 Added 1.31%
$0
$6.53 Million 0.14% of portfolio
90,131
Q3 2025 Reduced 12.22%
$118B
$6.03 Million 0.13% of portfolio
12,079
Q3 2025 Added 0.99%
$65.7B
$5.35 Million 0.11% of portfolio
73,531
Q3 2025 Reduced 17.08%
$0
$5.2 Million 0.11% of portfolio
41,310
Q3 2025 Reduced 1.53%
$52.3B
$4.04 Million 0.09% of portfolio
117,511
Q3 2025 Reduced 77.15%
$0
$4.15 Million 0.09% of portfolio
180,750
Q3 2025 Reduced 9.86%
$137B
$4.08 Million 0.09% of portfolio
160,308
Q3 2025 Reduced 80.19%
$0
$4.26 Million 0.09% of portfolio
182,445
Q3 2025 Reduced 9.63%
$0
$3.97 Million 0.08% of portfolio
69,452
Q3 2025 Added 98.3%
$6.16B
$3.93 Million 0.08% of portfolio
36,443
Q3 2025 Added 0.58%
$1.41T
$3.91 Million 0.08% of portfolio
8,784
Q3 2025 Reduced 1.04%
$0
$3.12 Million 0.07% of portfolio
69,159
Q3 2025 Reduced 0.77%
$0
$3.16 Million 0.07% of portfolio
9,635
Q3 2025 Reduced 3.38%
$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%
$413B
$2.66 Million 0.06% of portfolio
2,744
Q3 2025 Added 16.97%
$0
$2.88 Million 0.06% of portfolio
183,410
Q3 2025 Reduced 38.83%
$1.67T
$2.34 Million 0.05% of portfolio
9,618
Q3 2025 Added 25.45%
$197B
$2.37 Million 0.05% of portfolio
23,388
Q3 2025 Reduced 17.05%
$0
$2.25 Million 0.05% of portfolio
23,991
Q3 2025 Reduced 1.29%
$226B
$2.21 Million 0.05% of portfolio
4,547
Q3 2025 Reduced 12.02%
$8.45B
$2.34 Million 0.05% of portfolio
15,145
Q3 2025 Reduced 8.95%
$0
$2.29 Million 0.05% of portfolio
131,402
Q3 2025 Added 45.08%
$3.51B
$2.1 Million 0.04% of portfolio
14,540
Q3 2025 Reduced 12.13%
$0
$1.79 Million 0.04% of portfolio
2,924
Q3 2025 Added 1.0%
$58.8B
$1.82 Million 0.04% of portfolio
43,623
Q3 2025 Added 28.79%

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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