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CIK: 0001542265
Total reported value
$7.2B
$7.2B
1235 檔
10.6%
During the Q1 2024 filing period, Gradient Investments LLC (CIK: 0001542265) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $7.2B across 1235 reported positions.
During Q1 2024, Gradient Investments LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 1235 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 5.16% | +0.45% | -3.63% | |
| 2 | IGTR | Innovator Grad Tact Rotation | ETF-Other | 3.97% | +0.01% | -12.38% | |
| 3 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-Corp Bonds | 3.77% | -0.63% | +40.81% | |
| 4 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 2.54% | -0.05% | -3.32% | |
| 5 | SPAB | Ss Spdr P Agg Bond ETF | ETF-Other | 2.42% | -0.65% | -4.27% | |
| 6 | DMBS | Doubleline Mortgage ETF | ETF-Other | 2.23% | -0.26% | +6.47% | |
| 7 | JMBS | Janus Henderson Mortg Backed | ETF-Other | 1.96% | +0.03% | -2.43% | |
| 8 | BFEB | Innovator U.s. Equity Buffer | ETF-Other | 1.77% | — | +448357.14% | |
| 9 | MSFT | Microsoft CORP | Stock-Tech | 1.75% | -0.26% | +10.05% | |
| 10 | PFEB | Innovator U.s. Equity Power | ETF-Other | 1.72% | — | +102141.77% | |
| 11 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 1.65% | — | EXIT | |
| 12 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.65% | -0.03% | +4.37% | |
| 13 | GBUYUSD | Goldman Sachs Fut Consumer | ETF-Commodities | 1.61% | — | -4.42% | |
| 14 | ULST | Ss Ultra Short Tm Bond ETF | ETF-Other | 1.46% | — | +6.83% | |
| 15 | AAPL | Apple Inc | Stock-Tech | 1.46% | +0.06% | -11.36% | |
| 16 | GSY | Invesco Ultra Short Duration | ETF-Other | 1.46% | -0.13% | +6.98% | |
| 17 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.37% | +0.05% | +3.87% | |
| 18 | GLDM | Spdr Gold Minishares Trust | ETF-Commodities | 1.37% | -0.68% | -3.75% | |
| 19 | NVDA | Nvidia CORP | Stock-Tech | 1.17% | +0.65% | -0.40% | |
| 20 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 1.06% | +0.16% | +9.99% | |
| 21 | JAAA | Janus Henderson Aaa Clo ETF | ETF-Other | 1.04% | -0.18% | -2.31% | |
| 22 | HELO | Jpmorgan Hedged Equity ETF | ETF-Other | 1.02% | — | EXIT | |
| 23 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.95% | +0.05% | -4.66% | |
| 24 | CVX | Chevron CORP | Stock-Energy | 0.93% | -0.25% | +6.70% | |
| 25 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.89% | +0.07% | -3.87% | |
| 26 | FTSM | First Trust Enh Short Mat Fd | ETF-Other | 0.82% | -0.01% | -2.75% | |
| 27 | IAI | Ishares U.s. Broker-dealers | ETF-Other | 0.82% | — | -4.97% | |
| 28 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 0.81% | -0.06% | -2.59% | |
| 29 | CI | THE Cigna Group | Stock-Healthcare | 0.81% | — | -17.69% | |
| 30 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.80% | +0.01% | +0.84% | |
| 31 | MS | Morgan Stanley | Stock-Financials | 0.79% | +0.08% | +4.29% | |
| 32 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.79% | -0.02% | +86.42% | |
| 33 | SMOT | Vaneck Morningstar Smid Moat | ETF-Other | 0.79% | +0.02% | -4.27% | |
| 34 | MDT | Medtronic plc | Stock-Healthcare | 0.78% | -0.10% | +0.61% | |
| 35 | PRFD | Pimco Pref And Cap Sec Act | ETF-Other | 0.78% | -0.02% | +0.69% | |
| 36 | IQLT | Ishares Msci International Q | ETF-Other | 0.75% | — | -3.83% | |
| 37 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.75% | -0.11% | +9.17% | |
| 38 | BAC | Bank Of America CORP | Stock-Financials | 0.73% | +0.03% | -3.06% | |
| 39 | ADP | Automatic Data Processing | Stock-Tech | 0.70% | — | +4.28% | |
| 40 | XFIV | Bondbloxx Bbg 5 Yr US Treas | ETF-Other | 0.70% | -0.77% | +535.45% | |
| 41 | HYS | Pimco 0-5 Year H/y CORP Bond | ETF-Corp Bonds | 0.69% | — | -2.03% | |
| 42 | NEE | Nextera Energy Inc | Stock-Utilities | 0.69% | — | +15.08% | |
| 43 | ABT | Abbott Laboratories | Stock-Healthcare | 0.67% | -0.28% | -0.65% | |
| 44 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.67% | -0.14% | +102.00% | |
| 45 | TGT | Target CORP | Stock-Consumer Disc | 0.62% | -0.11% | +1.89% | |
| 46 | SBUX | Starbucks CORP | Stock-Consumer Disc | 0.60% | -0.01% | +18.88% | |
| 47 | PYPL | Paypal Holdings Inc | Stock-Financials | 0.59% | -0.01% | +9.62% | |
| 48 | TBJL | Innovator 20 Yr T Bond 9 Buf | ETF-Other | 0.58% | — | -2.91% | |
| 49 | MLPA | Global X Mlp ETF | ETF-Other | 0.58% | -0.03% | +14.14% | |
| 50 | MARW | Alianzim US Eq Bfr20 Mar-usd | ETF-Other | 0.57% | — | — |
According to official SEC Form 13F filings, Gradient Investments LLC reported a total U.S. public equity portfolio value of $7.2B across 1235 disclosed positions in Q1 2024.
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In terms of portfolio concentration, the top 5 core holdings (including SPYM, IGTR, IGIB) accounted for 10.6% of total reported equity market value during Q1 2024.
During Q1 2024, Gradient Investments LLC's top holdings by market value included SPYM (5.2%)、IGTR (4.0%)、IGIB (3.8%). The largest single position, SPYM, represented 5.2% of total portfolio value.
In Q1 2024, Gradient Investments LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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