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CIK: 0001542265
Total reported value
$7.2B
$7.2B
1377 檔
9.3%
As reported in its official Q2 2024 Form 13F filing, Gradient Investments LLC's tracked investment portfolio stood at $7.2B with 1377 total positions.
During Q2 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 1377 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 | 4.66% | +0.45% | -10.44% | |
| 2 | IGTR | Innovator Grad Tact Rotation | ETF-Other | 3.53% | +0.01% | -6.74% | |
| 3 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 2.51% | -0.05% | +4.26% | |
| 4 | SPAB | Ss Spdr P Agg Bond ETF | ETF-Other | 2.23% | -0.65% | -4.19% | |
| 5 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-Corp Bonds | 2.15% | -0.63% | -40.75% | |
| 6 | MSFT | Microsoft CORP | Stock-Tech | 1.95% | -0.26% | +8.70% | |
| 7 | AAPL | Apple Inc | Stock-Tech | 1.87% | +0.06% | +7.43% | |
| 8 | BFEB | Innovator U.s. Equity Buffer | ETF-Other | 1.84% | — | +3.46% | |
| 9 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.80% | -0.03% | +5.43% | |
| 10 | DMBS | Doubleline Mortgage ETF | ETF-Other | 1.78% | -0.26% | -16.86% | |
| 11 | PFEB | Innovator U.s. Equity Power | ETF-Other | 1.77% | — | +3.60% | |
| 12 | ULST | Ss Ultra Short Tm Bond ETF | ETF-Other | 1.59% | — | +12.45% | |
| 13 | GSY | Invesco Ultra Short Duration | ETF-Other | 1.59% | -0.13% | +12.16% | |
| 14 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.56% | +0.05% | -2.58% | |
| 15 | HELO | Jpmorgan Hedged Equity ETF | ETF-Other | 1.54% | — | EXIT | |
| 16 | NVDA | Nvidia CORP | Stock-Tech | 1.46% | +0.65% | +840.92% | |
| 17 | JMBS | Janus Henderson Mortg Backed | ETF-Other | 1.42% | +0.03% | -24.26% | |
| 18 | MARW | Alianzim US Eq Bfr20 Mar-usd | ETF-Other | 1.33% | — | +132.85% | |
| 19 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 1.26% | — | EXIT | |
| 20 | JSI | Jh Securitized Income ETF | ETF-Other | 1.24% | — | — | |
| 21 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 1.15% | +0.16% | +8.28% | |
| 22 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 1.05% | — | +176.52% | |
| 23 | SMOT | Vaneck Morningstar Smid Moat | ETF-Other | 0.97% | +0.02% | +34.65% | |
| 24 | GBUYUSD | Goldman Sachs Fut Consumer | ETF-Commodities | 0.96% | — | -40.99% | |
| 25 | BBBS | Bblx Bbb 1-5y CORP Bond ETF | ETF-Corp Bonds | 0.94% | -0.13% | — | |
| 26 | GLDM | Spdr Gold Minishares Trust | ETF-Commodities | 0.94% | -0.68% | -32.39% | |
| 27 | CVX | Chevron CORP | Stock-Energy | 0.92% | -0.25% | +3.92% | |
| 28 | JAAA | Janus Henderson Aaa Clo ETF | ETF-Other | 0.91% | -0.18% | -10.13% | |
| 29 | TFJL | Innovator 20 Yr Treas Bond 5 | ETF-Other | 0.90% | — | — | |
| 30 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.89% | +0.07% | -3.64% | |
| 31 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.89% | +0.05% | -3.69% | |
| 32 | IQLT | Ishares Msci International Q | ETF-Other | 0.87% | — | +21.14% | |
| 33 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.84% | -0.02% | +7.51% | |
| 34 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.82% | -0.11% | +8.93% | |
| 35 | PRFD | Pimco Pref And Cap Sec Act | ETF-Other | 0.82% | -0.02% | +7.85% | |
| 36 | FTSM | First Trust Enh Short Mat Fd | ETF-Other | 0.80% | -0.01% | +1.20% | |
| 37 | MS | Morgan Stanley | Stock-Financials | 0.79% | +0.08% | -0.37% | |
| 38 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.78% | +0.01% | +8.84% | |
| 39 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 0.76% | -0.06% | -8.07% | |
| 40 | BAC | Bank Of America CORP | Stock-Financials | 0.71% | +0.03% | -4.28% | |
| 41 | MDT | Medtronic plc | Stock-Healthcare | 0.71% | -0.10% | +3.91% | |
| 42 | CI | THE Cigna Group | Stock-Healthcare | 0.69% | — | -2.75% | |
| 43 | NEE | Nextera Energy Inc | Stock-Utilities | 0.69% | — | -7.27% | |
| 44 | ADP | Automatic Data Processing | Stock-Tech | 0.67% | — | +4.03% | |
| 45 | MLPA | Global X Mlp ETF | ETF-Other | 0.67% | -0.03% | +18.63% | |
| 46 | MBS | Angel Oak Mortg-bcked Se ETF | ETF-Other | 0.65% | — | — | |
| 47 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.65% | -0.03% | +69.66% | |
| 48 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.64% | -0.14% | +9.20% | |
| 49 | XFIV | Bondbloxx Bbg 5 Yr US Treas | ETF-Other | 0.64% | -0.77% | -4.76% | |
| 50 | ABT | Abbott Laboratories | Stock-Healthcare | 0.64% | -0.28% | +6.55% |
According to official SEC Form 13F filings, Gradient Investments LLC reported a total U.S. public equity portfolio value of $7.2B across 1377 disclosed positions in Q2 2024.
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In terms of portfolio concentration, the top 5 core holdings (including SPYM, IGTR, SPDW) accounted for 9.3% of total reported equity market value during Q2 2024.
During Q2 2024, Gradient Investments LLC's top holdings by market value included SPYM (4.7%)、IGTR (3.5%)、SPDW (2.5%). The largest single position, SPYM, represented 4.7% of total portfolio value.
In Q2 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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