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
$0
$874,000 0.02% of portfolio
6,707
Q4 2025 Added 6.66%
$86.1B
$1.16 Million 0.02% of portfolio
3,481
Q4 2025 Added 7.8%
$7.44B
$1.02 Million 0.02% of portfolio
5,044
Q4 2025 Reduced 5.91%
$875M
$1.07 Million 0.02% of portfolio
34,039
Q4 2025 Added 14.12%
$132B
$802,000 0.02% of portfolio
4,092
Q4 2025 Reduced 93.24%
$0
$888,000 0.02% of portfolio
39,776
Q4 2025 New
$28.9B
$857,000 0.02% of portfolio
9,321
Q4 2025 Reduced 0.02%
$37.9B
$1.12 Million 0.02% of portfolio
14,962
Q4 2025 Reduced 3.25%
$0
$957,000 0.02% of portfolio
9,294
Q4 2025 Reduced 3.93%
$20.9B
$1.11 Million 0.02% of portfolio
6,511
Q4 2025 Added 13.43%
$193B
$753,000 0.02% of portfolio
7,125
Q4 2025 Reduced 93.77%
$114B
$993,000 0.02% of portfolio
5,182
Q4 2025 Reduced 2.89%
$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%
$388B
$743,000 0.01% of portfolio
3,090
Q4 2025 Reduced 0.87%
$0
$322,000 0.01% of portfolio
7,952
Q4 2025 Reduced 12.95%
$99.5B
$291,000 0.01% of portfolio
6,236
Q4 2025 Reduced 2.36%
$204B
$524,000 0.01% of portfolio
3,549
Q4 2025 Reduced 8.22%
$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%
$342B
$503,000 0.01% of portfolio
2,893
Q4 2025 Added 12.35%
$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%
$132B
$730,000 0.01% of portfolio
3,242
Q4 2025 Added 10.69%
$74.3B
$397,000 0.01% of portfolio
6,524
Q4 2025 Reduced 6.48%
$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%
$327M
$333,000 0.01% of portfolio
20,904
Q4 2025 Reduced 0.92%
$65.7B
$275,000 0.01% of portfolio
3,498
Q4 2025 Added 6.19%
$17.6B
$279,000 0.01% of portfolio
3,653
Q4 2025 Reduced 0.81%
$121B
$345,000 0.01% of portfolio
410
Q4 2025 Reduced 1.91%
$235B
$351,000 0.01% of portfolio
3,789
Q4 2025 Reduced 8.92%
$59.5B
$299,000 0.01% of portfolio
6,672
Q4 2025 Added 0.54%
$0
$638,000 0.01% of portfolio
27,323
Q4 2025 Reduced 0.42%
$181B
$583,000 0.01% of portfolio
22,894
Q4 2025 Reduced 95.07%
$0
$631,000 0.01% of portfolio
27,917
Q4 2025 New
$47.8B
$417,000 0.01% of portfolio
6,254
Q4 2025 Added 1.21%
$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%
$237B
$326,000 0.01% of portfolio
2,140
Q4 2025 Reduced 24.65%
$53.8B
$399,000 0.01% of portfolio
1,856
Q4 2025 Reduced 3.63%
$74.3B
$621,000 0.01% of portfolio
896
Q4 2025 New
$0
$326,000 0.01% of portfolio
1,746
Q4 2025 Added 4.43%
$35B
$580,000 0.01% of portfolio
5,233
Q4 2025 Reduced 16.18%
$130B
$574,000 0.01% of portfolio
1,527
Q4 2025 Added 33.71%
$26.8B
$577,000 0.01% of portfolio
323
Q4 2025 Reduced 15.0%

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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