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
$39.2B
$2.11 Million 0.04% of portfolio
73,914
Q4 2025 Added 37.81%
$41.3B
$1.8 Million 0.04% of portfolio
19,913
Q4 2025 Added 50.65%
$0
$1.81 Million 0.04% of portfolio
7,942
Q4 2025 Added 5.6%
$64.9B
$1.78 Million 0.04% of portfolio
21,631
Q4 2025 Added 2.99%
$0
$1.79 Million 0.04% of portfolio
2,892
Q4 2025 Reduced 1.09%
$29.6B
$2.08 Million 0.04% of portfolio
5,601
Q4 2025 Added 1.1%
$0
$2.17 Million 0.04% of portfolio
47,461
Q4 2025 Added 6.61%
$8.16B
$2.15 Million 0.04% of portfolio
14,633
Q4 2025 Reduced 3.38%
$8.6B
$1.96 Million 0.04% of portfolio
19,217
Q4 2025 Added 2.0%
$27.1B
$2.01 Million 0.04% of portfolio
3,805
Q4 2025 Reduced 1.01%
$124B
$1.78 Million 0.04% of portfolio
45,827
Q4 2025 Added 48.12%
$78.9B
$2.01 Million 0.04% of portfolio
23,079
Q4 2025 Added 39.19%
$593B
$2.19 Million 0.04% of portfolio
9,942
Q4 2025 Reduced 85.82%
$284B
$1.96 Million 0.04% of portfolio
27,558
Q4 2025 Added 42.69%
$120B
$1.9 Million 0.04% of portfolio
108,832
Q4 2025 Added 48.37%
$283B
$1.93 Million 0.04% of portfolio
14,661
Q4 2025 Added 42.74%
$270B
$2 Million 0.04% of portfolio
26,395
Q4 2025 Added 47.03%
$0
$2.15 Million 0.04% of portfolio
33,551
Q4 2025 Added 4.13%
$56.6B
$1.88 Million 0.04% of portfolio
24,283
Q4 2025 Added 45.91%
$272B
$1.75 Million 0.04% of portfolio
8,812
Q4 2025 Added 49.58%
$205B
$1.76 Million 0.04% of portfolio
11,975
Q4 2025 Added 46.82%
$130B
$1.8 Million 0.04% of portfolio
34,816
Q4 2025 Added 55.57%
$1.46T
$1.98 Million 0.04% of portfolio
7,028
Q4 2025 Added 37.89%
$14.3B
$1.93 Million 0.04% of portfolio
30,668
Q4 2025 Added 43.14%
$12.6B
$1.67 Million 0.03% of portfolio
196,775
Q4 2025 Added 56.93%
$0
$1.65 Million 0.03% of portfolio
5,962
Q4 2025 Added 40.22%
$11.6B
$1.45 Million 0.03% of portfolio
168,968
Q4 2025 Added 8.75%
$17.4B
$1.5 Million 0.03% of portfolio
52,944
Q4 2025 Added 6.0%
$64.7B
$1.73 Million 0.03% of portfolio
18,110
Q4 2025 Added 54.48%
$0
$1.3 Million 0.03% of portfolio
15,957
Q4 2025 Reduced 0.17%
$13.2B
$1.63 Million 0.03% of portfolio
7,085
Q3 2025 New
$5.1B
$1.69 Million 0.03% of portfolio
23,375
Q4 2025 Added 2.89%
$79.2B
$1.55 Million 0.03% of portfolio
37,473
Q4 2025 Added 64.92%
$46.1B
$1.58 Million 0.03% of portfolio
53,529
Q4 2025 Added 61.14%
$10.4B
$1.5 Million 0.03% of portfolio
17,498
Q4 2025 Added 0.91%
$13.5B
$1.55 Million 0.03% of portfolio
33,082
Q4 2025 Added 5.09%
$39.8B
$1.29 Million 0.03% of portfolio
30,110
Q4 2025 Reduced 23.03%
$0
$1.44 Million 0.03% of portfolio
52,682
Q4 2025 Added 0.35%
$7.08B
$1.36 Million 0.03% of portfolio
5,068
Q4 2025 Added 5.94%
$20.5B
$1.33 Million 0.03% of portfolio
17,989
Q4 2025 Added 5.14%
$6.94B
$751,000 0.02% of portfolio
6,944
Q4 2025 New
$0
$922,000 0.02% of portfolio
8,659
Q4 2025 Added 5.51%
$72.3B
$823,000 0.02% of portfolio
7,203
Q4 2025 Added 0.74%
$96.4B
$890,000 0.02% of portfolio
7,110
Q4 2025 Reduced 4.63%
$0
$865,000 0.02% of portfolio
11,550
Q4 2025 Added 6.56%
$291B
$966,000 0.02% of portfolio
1,751
Q4 2025 Added 21.01%
$20.3B
$1.07 Million 0.02% of portfolio
22,746
Q4 2025 Reduced 6.98%
$23.5B
$870,000 0.02% of portfolio
8,346
Q4 2025 Reduced 21.69%
$453B
$755,000 0.02% of portfolio
1
Q1 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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