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 ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$2.83 Million 0.06% of portfolio
4,258
Q4 2025 Added 92.06%
$0
$3.22 Million 0.06% of portfolio
9,772
Q4 2025 Added 1.42%
$0
$2.41 Million 0.05% of portfolio
25,289
Q4 2025 Added 5.41%
$0
$2.3 Million 0.05% of portfolio
132,542
Q4 2025 Added 0.87%
$0
$1.92 Million 0.04% of portfolio
40,178
Q4 2025 Reduced 1.15%
$0
$1.81 Million 0.04% of portfolio
7,942
Q4 2025 Added 5.6%
$0
$1.79 Million 0.04% of portfolio
2,892
Q4 2025 Reduced 1.09%
$0
$2.17 Million 0.04% of portfolio
47,461
Q4 2025 Added 6.61%
$0
$2.15 Million 0.04% of portfolio
33,551
Q4 2025 Added 4.13%
$0
$1.65 Million 0.03% of portfolio
5,962
Q4 2025 Added 40.22%
$0
$1.3 Million 0.03% of portfolio
15,957
Q4 2025 Reduced 0.17%
$0
$1.44 Million 0.03% of portfolio
52,682
Q4 2025 Added 0.35%
$0
$922,000 0.02% of portfolio
8,659
Q4 2025 Added 5.51%
$0
$865,000 0.02% of portfolio
11,550
Q4 2025 Added 6.56%
$0
$874,000 0.02% of portfolio
6,707
Q4 2025 Added 6.66%
$0
$888,000 0.02% of portfolio
39,776
Q4 2025 New
$0
$960,000 0.02% of portfolio
20,469
Q4 2025 Added 6.56%
$0
$757,000 0.02% of portfolio
2,628
Q4 2025 Added 139.78%
$0
$322,000 0.01% of portfolio
7,952
Q4 2025 Reduced 12.95%
$0
$424,000 0.01% of portfolio
9,427
Q4 2024 Reduced 2.14%
$0
$253,000 0.01% of portfolio
6,862
Q3 2025 Reduced 11.09%
$0
$281,000 0.01% of portfolio
10,172
Q2 2025 Reduced 0.07%
$0
$578,000 0.01% of portfolio
24,773
Q4 2025 Reduced 17.46%
$0
$473,000 0.01% of portfolio
2,599
Q4 2025 Added 27.34%
$0
$588,000 0.01% of portfolio
2,547
Q4 2025 Added 139.83%
$0
$638,000 0.01% of portfolio
27,323
Q4 2025 Reduced 0.42%
$0
$631,000 0.01% of portfolio
27,917
Q4 2025 New
$0
$367,000 0.01% of portfolio
3,034
Q4 2025 Added 22.54%
$0
$379,000 0.01% of portfolio
1,953
Q4 2025 Reduced 15.34%
$24.1B
$297,000 0.01% of portfolio
6,477
Q4 2025 Added 28.33%
$0
$691,000 0.01% of portfolio
1,431
Q4 2025 Added 3.17%
$0
$349,000 0.01% of portfolio
855
Q4 2025 Added 26.11%
$0
$326,000 0.01% of portfolio
1,746
Q4 2025 Added 4.43%
$130B
$574,000 0.01% of portfolio
1,527
Q4 2025 Added 33.71%
$0
$325,000 0.01% of portfolio
5,310
Q4 2025 New
$0
$250,000 0.01% of portfolio
6,542
Q4 2025 Added 2.41%
$0
$463,000 0.01% of portfolio
3,328
Q3 2025 New
$0
$523,000 0.01% of portfolio
10,324
Q4 2025 Added 16.56%
$0
$340,000 0.01% of portfolio
450
Q4 2025 Added 5.39%
$0
$308,000 0.01% of portfolio
2,111
Q4 2025 Added 17.02%
$0
$254,000 0.01% of portfolio
3,489
Q4 2025 Added 4.06%
$0
$561,000 0.01% of portfolio
16,645
Q4 2025 Added 0.05%
$0
$280,000 0.01% of portfolio
2,294
Q4 2025 Added 1.33%
$0
$436,000 0.01% of portfolio
8,650
Q4 2025 Added 6.86%
$0
$276,000 0.01% of portfolio
6,178
Q4 2024 Reduced 5.89%
$0
$716,000 0.01% of portfolio
13,655
Q4 2025 Added 6.73%
$0
$359,000 0.01% of portfolio
11,131
Q3 2025 Reduced 13.85%
$0
$220,000 0.0% of portfolio
1,565
Q4 2025 Reduced 42.63%
$0
$206,000 0.0% of portfolio
2,146
Q4 2025 New

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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