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
$2.14 Million 0.05% of portfolio
24,304
Q2 2025 Reduced 18.57%
$0
$1.93 Million 0.04% of portfolio
28,365
Q2 2025 New
$3.75B
$1.86 Million 0.04% of portfolio
16,547
Q2 2025 New
$0
$1.62 Million 0.04% of portfolio
7,639
Q2 2025 Reduced 17.97%
$1.19B
$1.62 Million 0.04% of portfolio
28,894
Q2 2025 Added 33.45%
$295B
$1.88 Million 0.04% of portfolio
2,346
Q2 2025 Added 246.02%
$39.1B
$1.88 Million 0.04% of portfolio
17,488
Q2 2025 New
$16.7B
$1.97 Million 0.04% of portfolio
113,243
Q2 2025 New
$18.4B
$1.66 Million 0.04% of portfolio
50,534
Q2 2025 Reduced 2.97%
$0
$1.68 Million 0.04% of portfolio
27,165
Q2 2025 Added 23.44%
$26.4B
$1.94 Million 0.04% of portfolio
4,142
Q2 2025 Reduced 2.79%
$13.4B
$1.78 Million 0.04% of portfolio
32,267
Q2 2025 Reduced 1.39%
$0
$1.56 Million 0.04% of portfolio
90,573
Q2 2025 New
$0
$1.9 Million 0.04% of portfolio
35,024
Q2 2025 Added 125.21%
$0
$1.71 Million 0.04% of portfolio
31,371
Q2 2025 New
$10.7B
$1.6 Million 0.04% of portfolio
6,647
Q2 2025 New
$0
$1.64 Million 0.04% of portfolio
2,895
Q2 2025 Added 30.58%
$92.8B
$1.11 Million 0.03% of portfolio
3,237
Q2 2025 Reduced 3.98%
$0
$1.12 Million 0.03% of portfolio
11,522
Q2 2025 New
$12B
$1.36 Million 0.03% of portfolio
18,730
Q2 2025 Reduced 85.43%
$4B
$1.15 Million 0.03% of portfolio
22,856
Q2 2025 Added 42.14%
$26B
$1.37 Million 0.03% of portfolio
12,001
Q2 2025 New
$9.88B
$1.32 Million 0.03% of portfolio
152,161
Q2 2025 Added 13.14%
$21.3B
$1.43 Million 0.03% of portfolio
27,654
Q2 2025 New
$10.4B
$1.54 Million 0.03% of portfolio
17,991
Q2 2025 Reduced 11.59%
$0
$1.18 Million 0.03% of portfolio
52,487
Q2 2025 Added 0.11%
$302B
$1.12 Million 0.03% of portfolio
13,926
Q2 2025 Added 0.64%
$8.61B
$1.22 Million 0.03% of portfolio
6,017
Q2 2025 New
$0
$1.27 Million 0.03% of portfolio
47,784
Q2 2025 Added 3.88%
$53B
$1.27 Million 0.03% of portfolio
33,871
Q2 2025 Added 8.83%
$0
$1.4 Million 0.03% of portfolio
27,875
Q2 2025 New
$23.6B
$1.25 Million 0.03% of portfolio
5,255
Q2 2025 Added 3.24%
$0
$1.28 Million 0.03% of portfolio
16,905
Q2 2025 Reduced 0.2%
$22.8B
$1.41 Million 0.03% of portfolio
17,641
Q2 2025 Reduced 90.17%
$7.92B
$1.31 Million 0.03% of portfolio
4,769
Q2 2025 Added 16.15%
$21.7B
$1.45 Million 0.03% of portfolio
27,747
Q2 2025 New
$1.21T
$1.35 Million 0.03% of portfolio
7,667
Q2 2025 Added 2.55%
$0
$1.28 Million 0.03% of portfolio
29,218
Q2 2025 Added 111.72%
$63.6B
$687,000 0.02% of portfolio
6,612
Q2 2025 Added 22.24%
$51.4B
$747,000 0.02% of portfolio
10,044
Q2 2025 Added 23.15%
$91.7B
$702,000 0.02% of portfolio
12,930
Q2 2025 Added 21.31%
$112B
$889,000 0.02% of portfolio
12,890
Q2 2025 New
$142B
$803,000 0.02% of portfolio
3,010
Q2 2025 Added 0.43%
$257B
$776,000 0.02% of portfolio
6,419
Q2 2025 Added 19.4%
$21.5B
$952,000 0.02% of portfolio
8,159
Q2 2025 New
$423B
$728,000 0.02% of portfolio
1
Q1 2025 New
$367B
$760,000 0.02% of portfolio
5,577
Q2 2025 Reduced 0.8%
$66.1B
$733,000 0.02% of portfolio
10,355
Q2 2025 Added 25.09%
$227B
$714,000 0.02% of portfolio
2,241
Q2 2025 Reduced 95.31%

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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