Gradient Investments LLC Portfolio Holdings

Gradient Investments LLC

  • $4.99 Billion
  • Q4 2025

Gradient Investments LLC has filed its 13F form on January 08, 2026 for Q4 2025 where it was disclosed a total value porftolio of $4.99 Billion distributed in 343 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 $319M, Microsoft Corp with a value of $152M, Nvidia Corp with a value of $144M, Amazon Com Inc with a value of $143M, and Apple Inc. with a value of $136M.

Examining the 13F form we can see an increase of $304M in the current position value, from $4.68B to 4.99B.

Below you can find more details about Gradient Investments LLC portfolio as well as his latest detailed transactions.

Portfolio value $4.99 Billion
ETFs: $1.9 Billion
Technology: $812 Million
Financial Services: $431 Million
Healthcare: $354 Million
Consumer Cyclical: $311 Million
Communication Services: $258 Million
Industrials: $249 Million
Consumer Defensive: $235 Million
Other: $345 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$319 Million 6.4% of portfolio
4,039,470
Q4 2025 Added 7.73%
$3.78T
$152 Million 3.04% of portfolio
299,159
Q4 2025 Added 4.91%
$465B
$144 Million 2.89% of portfolio
771,614
Q4 2025 Reduced 2.64%
$2.39T
$143 Million 2.86% of portfolio
608,288
Q4 2025 Added 6.36%
$4.3T
$136 Million 2.72% of portfolio
506,680
Q4 2025 Added 5.13%
$169B
$130 Million 2.6% of portfolio
155,305
Q4 2025 Added 488.12%
$1.74T
$114 Million 2.28% of portfolio
398,030
Q4 2025 Reduced 18.74%
$0
$109 Million 2.19% of portfolio
1,362,051
Q4 2025 Added 3.65%
$0
$102 Million 2.04% of portfolio
2,227,206
Q4 2025 Added 4.13%
$0
$96.6 Million 1.94% of portfolio
3,743,769
Q4 2025 Reduced 2.37%
$0
$95.7 Million 1.92% of portfolio
2,185,934
Q4 2025 Added 2.69%
$11.9B
$89.1 Million 1.79% of portfolio
1,101,614
Q4 2025 Added 10.96%
$0
$89.1 Million 1.79% of portfolio
2,201,985
Q4 2025 Added 2.98%
$1.37T
$87.8 Million 1.76% of portfolio
144,027
Q4 2025 Added 11.56%
$0
$85.8 Million 1.72% of portfolio
1,105,369
Q4 2025 Added 3.24%
$0
$70.9 Million 1.42% of portfolio
1,409,616
Q4 2025 Reduced 1.99%
$0
$66.2 Million 1.33% of portfolio
264,052
Q4 2025 Added 3.3%
$139B
$64.7 Million 1.3% of portfolio
188,891
Q4 2025 Reduced 12.53%
$0
$63.6 Million 1.28% of portfolio
1,257,023
Q4 2025 Added 7.96%
$881B
$58.1 Million 1.17% of portfolio
193,446
Q4 2025 Added 2.68%
$265B
$56.5 Million 1.13% of portfolio
72,864
Q4 2025 Reduced 3.0%
$270B
$52.6 Million 1.05% of portfolio
329,766
Q4 2025 Reduced 2.17%
$303B
$52.5 Million 1.05% of portfolio
339,307
Q4 2025 Added 2.76%
$128B
$46.1 Million 0.92% of portfolio
479,133
Q4 2025 Added 3.43%
$300B
$45.8 Million 0.92% of portfolio
142,934
Q4 2025 Added 1.01%
$0
$44.9 Million 0.9% of portfolio
856,963
Q4 2025 Added 4.36%
$228B
$45.1 Million 0.9% of portfolio
346,541
Q4 2025 Added 15.74%
$662B
$42.7 Million 0.86% of portfolio
83,965
Q4 2025 Added 1.31%
$140B
$42.1 Million 0.84% of portfolio
119,329
Q4 2025 Added 9.24%
$279B
$42.1 Million 0.84% of portfolio
408,514
Q4 2025 Reduced 2.9%
$306B
$41.5 Million 0.83% of portfolio
587,039
Q4 2025 Added 7.5%
$41.4B
$41.1 Million 0.82% of portfolio
457,664
Q4 2025 Added 61.16%
$533B
$40.7 Million 0.82% of portfolio
124,825
Q4 2025 Reduced 15.63%
$0
$40.4 Million 0.81% of portfolio
1,076,998
Q4 2025 Reduced 2.16%
$0
$39.3 Million 0.79% of portfolio
428,794
Q4 2025 Added 17.09%
$224B
$38.7 Million 0.78% of portfolio
126,940
Q4 2025 Added 1.62%
$0
$38.8 Million 0.78% of portfolio
721,667
Q4 2025 Added 4.24%
$0
$37.7 Million 0.76% of portfolio
628,139
Q4 2025 Added 3.69%
$346B
$36.9 Million 0.74% of portfolio
253,089
Q4 2025 Added 12.83%
$0
$36.8 Million 0.74% of portfolio
1,274,860
Q4 2025 Added 4.62%
$49.1B
$35.9 Million 0.72% of portfolio
325,918
Q4 2025 Added 1,097.17%
$61.4B
$35.5 Million 0.71% of portfolio
172,928
Q4 2025 Added 5.61%
$413B
$35.3 Million 0.71% of portfolio
686,142
Q4 2025 Added 0.31%
$140B
$34.5 Million 0.69% of portfolio
153,548
Q4 2025 Added 4.47%
$0
$32.8 Million 0.66% of portfolio
1,928,427
Q4 2025 Added 22.86%
$0
$32.6 Million 0.65% of portfolio
298,812
Q4 2025 Added 57.85%
$55.9B
$31.8 Million 0.64% of portfolio
39,420
Q4 2025 Reduced 3.87%
$522B
$30.3 Million 0.61% of portfolio
151,862
Q4 2025 Reduced 33.26%
$0
$29.8 Million 0.6% of portfolio
278,687
Q4 2025 Added 42.18%

Summary

  • Portfolio
  • No. of Stocks 343
  • Current Value $4.99 Billion
  • Prior Value $4.68 Billion
  • Filing
  • Period Q4 2025
  • Filing Date January 08, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 21 stocks
  • Additional Purchases 216 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 93 stocks
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