Gradient Investments LLC Portfolio Holdings
Gradient Investments LLC
- $3.78 Billion
- Q4 2024
Gradient Investments LLC has filed its 13F form on January 21, 2025 for Q4 2024 where it was disclosed a total value porftolio of $3.78 Billion distributed in 298 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 $328M, Spdr Ser Tr Fds Spdr Portfolio with a value of $124M, Spdr Portfolio Aggregate Bond with a value of $109M, Innovator Etfs Tr Us Equity Ac with a value of $108M, and Amazon Com Inc with a value of $106M.
Examining the 13F form we can see an decrease of $15M in the current position value, from $3.79B to 3.78B.
Below you can find more details about Gradient Investments LLC portfolio as well as his latest detailed transactions.
Portfolio value
$3.78 Billion
ETFs: $1.41 Billion
Technology: $482 Million
Financial Services: $335 Million
Healthcare: $291 Million
Consumer Cyclical: $250 Million
Communication Services: $203 Million
Industrials: $203 Million
Consumer Defensive: $194 Million
Other: $260 Million
Stock Holdings Table Companies Only
Summary
- Portfolio
- No. of Stocks 298
- Current Value $3.78 Billion
- Prior Value $3.79 Billion
- Filing
- Period Q4 2024
- Filing Date January 21, 2025
- Form Type 13F-HR
- Activity in Q4 2024
- New Purchases 37 stocks
- Additional Purchases 124 stocks
- Sold out of 0 stocks
- Reduced holdings in 124 stocks