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
$7.2B
$7.2B
298 檔
10.9%
As reported in its official Q4 2024 Form 13F filing, Gradient Investments LLC's tracked investment portfolio stood at $7.2B with 298 total positions.
Gradient Investments LLC executed strategic sector rebalancing during Q4 2024, establishing 13 new positions while fully exiting 10 holdings and trimming 13 positions.
Showing top 200 holdings (of 298 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 | 6.64% | +0.45% | +44.34% | |
| 2 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 2.51% | -0.05% | +10.85% | |
| 3 | IGTR | Innovator Grad Tact Rotation | ETF-Other | 2.33% | +0.01% | -11.10% | |
| 4 | SPYI | Neos S&p 500 High Income ETF | ETF-Large Cap & Growth | 2.27% | — | +24.43% | |
| 5 | SPAB | Ss Spdr P Agg Bond ETF | ETF-Other | 2.20% | -0.65% | +2.18% | |
| 6 | DMBS | Doubleline Mortgage ETF | ETF-Other | 2.20% | -0.26% | +75.64% | |
| 7 | XBJL | Inn US Eq Acc 9 Buff July | ETF-Other | 2.18% | — | +49.31% | |
| 8 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.15% | -0.03% | +9.53% | |
| 9 | MSFT | Microsoft CORP | Stock-Tech | 2.04% | -0.26% | +22.71% | |
| 10 | OCTW | Alianzim US Eq Bfr20 Oct-usd | ETF-Other | 1.98% | — | — | |
| 11 | AAPL | Apple Inc | Stock-Tech | 1.96% | +0.06% | -2.33% | |
| 12 | NVDA | Nvidia CORP | Stock-Tech | 1.77% | +0.65% | +8.45% | |
| 13 | JSI | Jh Securitized Income ETF | ETF-Other | 1.69% | — | +41.38% | |
| 14 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.69% | +0.05% | -1.56% | |
| 15 | HELO | Jpmorgan Hedged Equity ETF | ETF-Other | 1.49% | — | EXIT | |
| 16 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-Corp Bonds | 1.48% | -0.63% | -14.37% | |
| 17 | ULST | Ss Ultra Short Tm Bond ETF | ETF-Other | 1.43% | — | +2.16% | |
| 18 | GSY | Invesco Ultra Short Duration | ETF-Other | 1.43% | -0.13% | +1.91% | |
| 19 | JMBS | Janus Henderson Mortg Backed | ETF-Other | 1.38% | +0.03% | +8.34% | |
| 20 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.30% | -0.11% | +5.34% | |
| 21 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 1.22% | — | EXIT | |
| 22 | PRFD | Pimco Pref And Cap Sec Act | ETF-Other | 1.12% | -0.02% | +44.01% | |
| 23 | JAAA | Janus Henderson Aaa Clo ETF | ETF-Other | 1.12% | -0.18% | +20.57% | |
| 24 | TJUL | Innovator Equity Defined Pro | ETF-Other | 1.10% | — | EXIT | |
| 25 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.99% | +0.16% | +1.35% | |
| 26 | GLDM | Spdr Gold Minishares Trust | ETF-Commodities | 0.97% | -0.68% | +2.04% | |
| 27 | V | Visa Inc-class A Shares | Stock-Financials | 0.95% | +0.06% | +22.88% | |
| 28 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.89% | +0.07% | -0.68% | |
| 29 | XFIV | Bondbloxx Bbg 5 Yr US Treas | ETF-Other | 0.87% | -0.77% | +56.32% | |
| 30 | JUNW | Alianzim US Eq Bfr20 Jun-usd | ETF-Other | 0.87% | — | — | |
| 31 | AVDE | Avantis International Equity | ETF-Other | 0.86% | -0.08% | — | |
| 32 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.84% | +0.05% | -0.40% | |
| 33 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.80% | -0.02% | +7.77% | |
| 34 | BBBS | Bblx Bbb 1-5y CORP Bond ETF | ETF-Corp Bonds | 0.80% | -0.13% | -26.44% | |
| 35 | AVGO | Broadcom Inc | Stock-Tech | 0.79% | +0.16% | +5.60% | |
| 36 | MBS | Angel Oak Mortg-bcked Se ETF | ETF-Other | 0.79% | — | +10.66% | |
| 37 | CVX | Chevron CORP | Stock-Energy | 0.79% | -0.25% | +5.89% | |
| 38 | SMOT | Vaneck Morningstar Smid Moat | ETF-Other | 0.78% | +0.02% | -18.78% | |
| 39 | MS | Morgan Stanley | Stock-Financials | 0.76% | +0.08% | -9.81% | |
| 40 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 0.70% | -0.06% | +4.69% | |
| 41 | MDT | Medtronic plc | Stock-Healthcare | 0.70% | -0.10% | +11.77% | |
| 42 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.68% | -0.14% | -0.59% | |
| 43 | WMT | Walmart Inc | Stock-Consumer Staples | 0.65% | -0.13% | -9.46% | |
| 44 | XBOC | Innovator US Eqy Acc 9 Buff | ETF-Other | 0.65% | — | — | |
| 45 | FTSM | First Trust Enh Short Mat Fd | ETF-Other | 0.65% | -0.01% | -11.85% | |
| 46 | ABT | Abbott Laboratories | Stock-Healthcare | 0.64% | -0.28% | +1.36% | |
| 47 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.64% | -0.03% | +10.66% | |
| 48 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.62% | +0.01% | -5.68% | |
| 49 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.61% | -0.14% | +5.04% | |
| 50 | SBUX | Starbucks CORP | Stock-Consumer Disc | 0.61% | -0.01% | -7.40% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SPYM | Ste Str Spdr Pt S&p 500 ETF | +2% | +44.34% | Add |
| 2 | OCTW | Alianzim US Eq Bfr20 Oct-usd | +2% | NEW | New buy |
| 3 | JUNW | Alianzim US Eq Bfr20 Jun-usd | +0.9% | NEW | New buy |
| 4 | AVDE | Avantis International Equity | +0.9% | NEW | New buy |
| 5 | DMBS | Doubleline Mortgage ETF | +0.9% | +75.64% | Add |
| 6 | XBJL | Inn US Eq Acc 9 Buff July | +0.7% | +49.31% | Add |
| 7 | XBOC | Innovator US Eqy Acc 9 Buff | +0.7% | NEW | New buy |
| 8 | BBRE | JPM Betabldrs Msci US Reit | +0.5% | NEW | New buy |
| 9 | AMZN | Amazon.com Inc | +0.4% | +9.53% | Add |
| 10 | JSI | Jh Securitized Income ETF | +0.4% | +41.38% | Add |
| 11 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | +0.4% | NEW | New buy |
| 12 | SPYI | Neos S&p 500 High Income ETF | +0.4% | +24.43% | Add |
| 13 | APH | Amphenol Corp-cl A | +0.4% | NEW | New buy |
| 14 | AZEK | Azek Co Inc/the | +0.4% | +834.88% | Add |
| 15 | BALT | Inn Defined Wealth Shield | +0.4% | NEW | New buy |
| 16 | XTEN | Bondbloxx Bbg 10y US Tsy ETF | +0.3% | NEW | New buy |
| 17 | LRCX | Lam Research CORP | +0.3% | NEW | New buy |
| 18 | PRFD | Pimco Pref And Cap Sec Act | +0.3% | +44.01% | Add |
| 19 | MSFT | Microsoft CORP | +0.3% | +22.71% | Add |
| 20 | XFIV | Bondbloxx Bbg 5 Yr US Treas | +0.3% | +56.32% | Add |
| 21 | BKR | Baker Hughes Co | +0.3% | NEW | New buy |
| 22 | PEP | Pepsico Inc | +0.3% | +2263.35% | Add |
| 23 | V | Visa Inc-class A Shares | +0.3% | +22.88% | Add |
| 24 | IMAR | Innovator Intdevpow Buf-mar | +0.3% | NEW | New buy |
| 25 | NVDA | Nvidia CORP | +0.3% | +8.45% | Add |
| 26 | SNPS | Synopsys Inc | +0.3% | NEW | New buy |
| 27 | AVGO | Broadcom Inc | +0.2% | +5.60% | Add |
| 28 | EJAN | Innovator Emerging Markets P | -0.2% | EXIT | Sold out |
| 29 | KJAN | Innovator U.s. Small Cap Pow | -0.2% | EXIT | Sold out |
| 30 | MLPA | Global X Mlp ETF | -0.3% | -37.89% | Trim |
| 31 | IQV | Iqvia Holdings Inc | -0.3% | EXIT | Sold out |
| 32 | BDX | Becton Dickinson And Co | -0.3% | EXIT | Sold out |
| 33 | AMP | Ameriprise Financial Inc | -0.3% | EXIT | Sold out |
| 34 | MA | Mastercard Inc - A | -0.3% | EXIT | Sold out |
| 35 | LRCXEUR | Lam Research CORP | -0.3% | EXIT | Sold out |
| 36 | SHW | Sherwin-williams Co/the | -0.3% | -91.95% | Trim |
| 37 | BBBS | Bblx Bbb 1-5y CORP Bond ETF | -0.3% | -26.44% | Trim |
| 38 | IGIB | Ishares 5-10y Inv Grade CORP | -0.4% | -14.37% | Trim |
| 39 | XTRE | Bondbloxx Bbg 3y US Tsy ETF | -0.4% | -43.29% | Trim |
| 40 | IJAN | Innovator International Deve | -0.4% | EXIT | Sold out |
| 41 | SPTI | Ss Spdr P Int Term Tsy ETF | -0.5% | -98.19% | Trim |
| 42 | HELO | Jpmorgan Hedged Equity ETF | -0.6% | -27.29% | Trim |
| 43 | GBUYUSD | Goldman Sachs Fut Consumer | -0.6% | -61.75% | Trim |
| 44 | LMBS | First Trust Low Duration Opp | -0.7% | -99.27% | Trim |
| 45 | IGTR | Innovator Grad Tact Rotation | -0.8% | -11.10% | Trim |
| 46 | IQLT | Ishares Msci International Q | -0.9% | EXIT | Sold out |
| 47 | TFJL | Innovator 20 Yr Treas Bond 5 | -0.9% | -99.39% | Trim |
| 48 | JEPI | Jpmorgan Equity Premium Inco | -1% | EXIT | Sold out |
| 49 | PFEB | Innovator U.s. Equity Power | -1.7% | -99.47% | Trim |
| 50 | SIXJ | Allian US Equ 6 Mon Bu10-usd | -3% | -99.70% | Trim |
According to official SEC Form 13F filings, Gradient Investments LLC reported a total U.S. public equity portfolio value of $7.2B across 298 disclosed positions in Q4 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, SPDW, IGTR) accounted for 10.9% of total reported equity market value during Q4 2024.
Top New Position Initiated
OCTW
市值: $97.7M
Top Position Liquidated / Trimmed
JEPI
前期市值: $50.1M
During Q4 2024, Gradient Investments LLC's top holdings by market value included SPYM (6.6%)、SPDW (2.5%)、IGTR (2.3%). The largest single position, SPYM, represented 6.6% of total portfolio value.
In Q4 2024, Gradient Investments LLC made 50 total portfolio adjustments, initiating 13 new buys, adding to 14 positions, trimming 13 holdings, and fully liquidating 10 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.