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 Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
|---|
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