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
$12.5B
$14.1 Million 0.28% of portfolio
44,806
Q4 2025 Added 662.27%
$61.6B
$13.8 Million 0.28% of portfolio
503,379
Q4 2025 Added 5.53%
$367B
$13.9 Million 0.28% of portfolio
38,726
Q4 2025 Added 2.21%
$317B
$14 Million 0.28% of portfolio
167,388
Q4 2025 Added 2.31%
$258B
$13.8 Million 0.28% of portfolio
78,392
Q4 2025 Reduced 16.93%
$0
$14.2 Million 0.28% of portfolio
267,392
Q4 2025 Added 0.76%
$11.6B
$14 Million 0.28% of portfolio
128,191
Q4 2025 Added 0.1%
$68.7B
$13.4 Million 0.27% of portfolio
141,914
Q4 2025 New
$39.9B
$13.3 Million 0.27% of portfolio
124,572
Q4 2025 Reduced 10.7%
$30.4B
$13.5 Million 0.27% of portfolio
541,889
Q4 2025 New
$104B
$13.3 Million 0.27% of portfolio
228,082
Q4 2025 Added 1.19%
$8.3B
$13.1 Million 0.26% of portfolio
257,838
Q4 2025 Added 1,453.9%
$266B
$13.1 Million 0.26% of portfolio
44,229
Q4 2025 Added 3.22%
$0
$13.1 Million 0.26% of portfolio
248,605
Q4 2025 Added 4.29%
$14.8B
$13.1 Million 0.26% of portfolio
288,773
Q4 2025 New
$27.2B
$13 Million 0.26% of portfolio
216,250
Q4 2025 New
$187B
$12.7 Million 0.25% of portfolio
76,062
Q4 2025 Added 4,723.21%
$230M
$12.3 Million 0.25% of portfolio
95,808
Q4 2025 Added 21.07%
$0
$12.5 Million 0.25% of portfolio
424,454
Q4 2025 Added 2.55%
$0
$11.7 Million 0.23% of portfolio
96,136
Q4 2025 Added 0.67%
$161B
$11.2 Million 0.22% of portfolio
9,844
Q4 2025 New
$0
$10.6 Million 0.21% of portfolio
208,967
Q4 2025 Added 43.36%
$0
$9.69 Million 0.19% of portfolio
16,060
Q4 2025 Added 22.53%
$0
$8.25 Million 0.17% of portfolio
310,835
Q4 2025 Added 6.72%
$0
$7.36 Million 0.15% of portfolio
706,782
Q4 2025 Added 1.84%
$0
$7.67 Million 0.15% of portfolio
419,397
Q4 2025 Added 1.3%
$0
$7.57 Million 0.15% of portfolio
149,904
Q4 2025 Added 1.93%
$0
$7.44 Million 0.15% of portfolio
549,196
Q4 2025 Added 2.14%
$0
$6.36 Million 0.13% of portfolio
87,255
Q4 2025 Reduced 3.19%
$0
$6.15 Million 0.12% of portfolio
109,289
Q4 2025 Added 57.36%
$65.3B
$5.68 Million 0.11% of portfolio
73,744
Q4 2025 Added 0.29%
$0
$5.55 Million 0.11% of portfolio
43,751
Q4 2025 Added 5.91%
$123B
$5.63 Million 0.11% of portfolio
11,965
Q4 2025 Reduced 0.94%
$0
$3.79 Million 0.08% of portfolio
168,583
Q4 2025 Added 275.58%
$0
$3.92 Million 0.08% of portfolio
171,021
Q4 2025 Reduced 5.38%
$6.2B
$4.13 Million 0.08% of portfolio
41,827
Q4 2025 Added 14.77%
$0
$3.7 Million 0.07% of portfolio
56,992
Q4 2025 Added 5.12%
$52.4B
$3.37 Million 0.07% of portfolio
91,181
Q4 2025 Reduced 22.41%
$0
$3.28 Million 0.07% of portfolio
74,108
Q4 2025 Added 7.16%
$1.29T
$3.54 Million 0.07% of portfolio
8,664
Q4 2025 Reduced 1.37%
$141B
$3.11 Million 0.06% of portfolio
123,804
Q4 2025 Reduced 22.77%
$0
$2.83 Million 0.06% of portfolio
4,258
Q4 2025 Added 92.06%
$0
$3.05 Million 0.06% of portfolio
182,543
Q4 2025 Reduced 0.47%
$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%
$60.5B
$2.54 Million 0.05% of portfolio
57,323
Q4 2025 Added 31.41%
$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%
$18.5B
$1.77 Million 0.04% of portfolio
20,120
Q4 2025 Added 51.54%

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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