13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001542265
Total reported value
$7.0B
$7.0B
1377 檔
9.6%
As reported in its official Q2 2024 Form 13F filing, Gradient Investments LLC's tracked investment portfolio stood at $7.0B 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% | +0.39% | -10.44% | |
| 2 | IGTR | Innovator Grad Tact Rotation | ETF-Other | 3.53% | -0.69% | EXIT | |
| 3 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 2.51% | — | +4.26% | |
| 4 | SPAB | Ss Spdr P Agg Bond ETF | ETF-Other | 2.23% | +0.04% | -4.19% | |
| 5 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-Corp Bonds | 2.15% | — | EXIT | |
| 6 | MSFT | Microsoft CORP | Stock-Tech | 1.95% | +0.50% | +8.70% | |
| 7 | AAPL | Apple Inc | Stock-Tech | 1.87% | +0.15% | +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% | -0.02% | +5.43% | |
| 10 | DMBS | Doubleline Mortgage ETF | ETF-Other | 1.78% | -0.33% | -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% | +0.02% | +12.16% | |
| 14 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.56% | -0.24% | -2.58% | |
| 15 | HELO | Jpmorgan Hedged Equity ETF | ETF-Other | 1.54% | — | +49.72% | |
| 16 | NVDA | Nvidia CORP | Stock-Tech | 1.46% | +0.21% | +840.92% | |
| 17 | JMBS | Janus Henderson Mortg Backed | ETF-Other | 1.42% | -0.02% | -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% | — | -24.26% | |
| 20 | JSI | Jh Securitized Income ETF | ETF-Other | 1.24% | — | — | |
| 21 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 1.15% | -0.13% | +8.28% | |
| 22 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 1.05% | — | +176.52% | |
| 23 | SMOT | Vaneck Morningstar Smid Moat | ETF-Other | 0.97% | +0.01% | +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% | -0.06% | — | |
| 26 | GLDM | Spdr Gold Minishares Trust | ETF-Commodities | 0.94% | -0.12% | -32.39% | |
| 27 | CVX | Chevron CORP | Stock-Energy | 0.92% | +0.09% | +3.92% | |
| 28 | JAAA | Janus Henderson Aaa Clo ETF | ETF-Other | 0.91% | -0.02% | -10.13% | |
| 29 | TFJL | Innovator 20 Yr Treas Bond 5 | ETF-Other | 0.90% | — | — | |
| 30 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.89% | -0.17% | -3.64% | |
| 31 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.89% | -0.06% | -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% | +0.05% | +7.51% | |
| 34 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.82% | -0.25% | +8.93% | |
| 35 | PRFD | Pimco Pref And Cap Sec Act | ETF-Other | 0.82% | — | +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% | -0.13% | -0.37% | |
| 38 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.78% | -0.09% | +8.84% | |
| 39 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 0.76% | +0.03% | -8.07% | |
| 40 | BAC | Bank Of America CORP | Stock-Financials | 0.71% | -0.04% | -4.28% | |
| 41 | MDT | Medtronic plc | Stock-Healthcare | 0.71% | +0.02% | +3.91% | |
| 42 | CI | THE Cigna Group | Stock-Healthcare | 0.69% | — | -2.75% | |
| 43 | NEE | Nextera Energy Inc | Stock-Utilities | 0.69% | -0.02% | -7.27% | |
| 44 | ADP | Automatic Data Processing | Stock-Tech | 0.67% | — | +4.03% | |
| 45 | MLPA | Global X Mlp ETF | ETF-Other | 0.67% | — | +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% | +0.01% | +69.66% | |
| 48 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.64% | — | +9.20% | |
| 49 | XFIV | Bondbloxx Bbg 5 Yr US Treas | ETF-Other | 0.64% | -0.05% | -4.76% | |
| 50 | ABT | Abbott Laboratories | Stock-Healthcare | 0.64% | -0.05% | +6.55% |
According to official SEC Form 13F filings, Gradient Investments LLC reported a total U.S. public equity portfolio value of $7.0B across 1377 disclosed positions in Q2 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including SPYM, IGTR, SPDW) accounted for 9.6% 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.