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 Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$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%
$1.37T
$87.8 Million 1.76% of portfolio
144,027
Q4 2025 Added 11.56%
$139B
$64.7 Million 1.3% of portfolio
188,891
Q4 2025 Reduced 12.53%
$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%
$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%
$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%
$224B
$38.7 Million 0.78% of portfolio
126,940
Q4 2025 Added 1.62%
$346B
$36.9 Million 0.74% of portfolio
253,089
Q4 2025 Added 12.83%
$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%
$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%
$79.6B
$28.7 Million 0.58% of portfolio
214,455
Q4 2025 Reduced 27.28%
$97.3B
$28 Million 0.56% of portfolio
330,344
Q4 2025 Added 20.84%
$37.2B
$26.4 Million 0.53% of portfolio
44,209
Q4 2025 Added 9.68%
$404B
$25.9 Million 0.52% of portfolio
28,345
Q4 2025 Added 7.61%
$73.7B
$26 Million 0.52% of portfolio
100,542
Q4 2025 Added 14.71%
$61.4B
$24.5 Million 0.49% of portfolio
57,159
Q4 2025 Reduced 18.89%
$43.4B
$24.6 Million 0.49% of portfolio
145,595
Q4 2025 Added 18.49%
$113B
$24.4 Million 0.49% of portfolio
274,534
Q4 2025 Added 9.25%
$147B
$24.1 Million 0.48% of portfolio
234,261
Q4 2025 Added 1.69%
$168B
$22.8 Million 0.46% of portfolio
265,698
Q4 2025 Reduced 39.95%
$23.1B
$23 Million 0.46% of portfolio
69,161
Q4 2025 Added 17.89%
$71.6B
$22.9 Million 0.46% of portfolio
369,410
Q4 2025 Added 7.4%
$17.8B
$23 Million 0.46% of portfolio
172,694
Q4 2025 Reduced 1.33%
$48.8B
$22.3 Million 0.45% of portfolio
457,399
Q4 2025 Reduced 3.04%
$971B
$20.9 Million 0.42% of portfolio
20,469
Q4 2025 Added 2,351.38%
$71.5B
$20.3 Million 0.41% of portfolio
25,817
Q4 2025 Added 0.36%
$19B
$20.4 Million 0.41% of portfolio
109,038
Q4 2025 Added 9,549.38%
$170B
$19.3 Million 0.39% of portfolio
132,145
Q4 2025 New
$22.4B
$19.3 Million 0.39% of portfolio
332,006
Q4 2025 Added 13.83%
$193B
$19.4 Million 0.39% of portfolio
35,412
Q4 2025 New
$111B
$18.9 Million 0.38% of portfolio
43,595
Q4 2025 Added 6.39%

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
Track This Portfolio

Track Gradient Investments LLC Portfolio

Follow Gradient Investments LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Gradient Investments LLC, based on Form 13F filings with the SEC.

News

Stay updated on Gradient Investments LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email