Gradient Investments LLC Portfolio Holdings

Gradient Investments LLC

  • $4.68 Billion
  • Q3 2025

Gradient Investments LLC has filed its 13F form on October 06, 2025 for Q3 2025 where it was disclosed a total value porftolio of $4.68 Billion distributed in 369 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 $294M, Nvidia Corp with a value of $148M, Microsoft Corp with a value of $148M, Amazon Com Inc with a value of $126M, and Apple Inc. with a value of $123M.

Examining the 13F form we can see an increase of $272M in the current position value, from $4.41B to 4.68B.

Below you can find more details about Gradient Investments LLC portfolio as well as his latest detailed transactions.

Portfolio value $4.68 Billion
ETFs: $1.78 Billion
Technology: $692 Million
Financial Services: $441 Million
Healthcare: $316 Million
Consumer Cyclical: $284 Million
Communication Services: $278 Million
Industrials: $256 Million
Consumer Defensive: $212 Million
Other: $329 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$2.03 Million 0.04% of portfolio
44,519
Q3 2025 Added 101.26%
$27.1B
$2.1 Million 0.04% of portfolio
3,844
Q3 2025 Reduced 7.19%
$0
$2.1 Million 0.04% of portfolio
32,219
Q3 2025 Added 18.6%
$64.9B
$1.77 Million 0.04% of portfolio
21,003
Q3 2025 Reduced 3.02%
$0
$1.77 Million 0.04% of portfolio
31,371
Q2 2025 New
$29.6B
$1.84 Million 0.04% of portfolio
5,540
Q3 2025 Reduced 5.86%
$8.6B
$1.79 Million 0.04% of portfolio
18,840
Q3 2025 Reduced 4.33%
$0
$1.86 Million 0.04% of portfolio
26,134
Q3 2025 Reduced 7.87%
$16.4B
$1.87 Million 0.04% of portfolio
99,964
Q3 2025 Reduced 11.73%
$12B
$2.1 Million 0.04% of portfolio
32,165
Q3 2025 Reduced 12.14%
$0
$1.95 Million 0.04% of portfolio
40,646
Q3 2025 Reduced 10.82%
$74.9B
$2.07 Million 0.04% of portfolio
7,921
Q3 2025 Reduced 10.12%
$12.5B
$1.69 Million 0.04% of portfolio
5,878
Q3 2025 Reduced 11.57%
$0
$1.71 Million 0.04% of portfolio
7,521
Q3 2025 Reduced 1.54%
$39.8B
$1.85 Million 0.04% of portfolio
39,117
Q3 2025 Reduced 10.76%
$124B
$1.27 Million 0.03% of portfolio
30,940
Q3 2025 Added 60.94%
$5.1B
$1.55 Million 0.03% of portfolio
22,718
Q3 2025 Reduced 0.6%
$14.3B
$1.29 Million 0.03% of portfolio
21,425
Q3 2025 Added 54.59%
$7.08B
$1.43 Million 0.03% of portfolio
4,784
Q3 2025 Added 0.31%
$0
$1.3 Million 0.03% of portfolio
15,984
Q3 2025 Reduced 5.45%
$22.4B
$1.39 Million 0.03% of portfolio
25,057
Q3 2025 Reduced 9.39%
$41.3B
$1.2 Million 0.03% of portfolio
13,218
Q3 2025 Added 62.28%
$39.2B
$1.5 Million 0.03% of portfolio
53,636
Q3 2025 Added 47.48%
$0
$1.44 Million 0.03% of portfolio
27,233
Q3 2025 Reduced 2.3%
$11.6B
$1.2 Million 0.03% of portfolio
155,369
Q3 2025 Added 2.11%
$20.3B
$1.21 Million 0.03% of portfolio
24,454
Q3 2025 Reduced 11.87%
$0
$1.48 Million 0.03% of portfolio
2,217
Q3 2025 Added 172.36%
$120B
$1.23 Million 0.03% of portfolio
73,350
Q3 2025 Added 69.3%
$13.2B
$1.61 Million 0.03% of portfolio
7,085
Q3 2025 New
$277B
$1.18 Million 0.03% of portfolio
15,385
Q3 2025 Added 68.27%
$0
$1.43 Million 0.03% of portfolio
52,496
Q3 2025 Added 9.86%
$173B
$1.29 Million 0.03% of portfolio
18,731
Q3 2025 Added 69.7%
$37.9B
$1.27 Million 0.03% of portfolio
15,465
Q3 2025 Reduced 91.82%
$56.6B
$1.21 Million 0.03% of portfolio
16,642
Q3 2025 Added 65.69%
$270B
$1.28 Million 0.03% of portfolio
17,952
Q3 2025 Added 56.88%
$284B
$1.37 Million 0.03% of portfolio
19,313
Q3 2025 Added 56.71%
$10.4B
$1.49 Million 0.03% of portfolio
17,340
Q3 2025 Reduced 3.62%
$283B
$1.32 Million 0.03% of portfolio
10,271
Q3 2025 Added 60.01%
$7.44B
$1.25 Million 0.03% of portfolio
5,361
Q3 2025 Reduced 10.9%
$205B
$1.2 Million 0.03% of portfolio
8,156
Q3 2025 Added 70.88%
$13.5B
$1.53 Million 0.03% of portfolio
31,479
Q3 2025 Reduced 2.44%
$1.46T
$1.42 Million 0.03% of portfolio
5,097
Q3 2025 Added 56.98%
$8.3B
$1.38 Million 0.03% of portfolio
16,593
Q3 2025 Reduced 11.41%
$20.5B
$1.42 Million 0.03% of portfolio
17,109
Q3 2025 Reduced 3.02%
$78.9B
$1.32 Million 0.03% of portfolio
16,581
Q3 2025 Added 60.13%
$0
$1.01 Million 0.02% of portfolio
9,674
Q3 2025 Reduced 16.04%
$102B
$984,000 0.02% of portfolio
6,873
Q3 2025 New
$46.1B
$1.16 Million 0.02% of portfolio
33,218
Q3 2025 Added 82.92%
$0
$838,000 0.02% of portfolio
18,370
Q3 2025 Reduced 37.13%

Summary

  • Portfolio
  • No. of Stocks 369
  • Current Value $4.68 Billion
  • Prior Value $4.41 Billion
  • Filing
  • Period Q3 2025
  • Filing Date October 06, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 41 stocks
  • Additional Purchases 191 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 118 stocks
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