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CIK: 0001542265
Total reported value
$7.2B
$7.2B
358 檔
10.2%
At the close of Q2 2025, Gradient Investments LLC disclosed equity holdings valued at approximately $7.2B, spread across 358 reported holdings.
In Q2 2025, Gradient Investments LLC displayed an active expansion posture, initiating 10 new positions and adding to 18 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including SPYM, MSFT, NVDA) accounted for 10.2% of total reported equity market value during Q2 2025.
Top New Position Initiated
BAPR
市值: $46.8M
Top Position Liquidated / Trimmed
JUNW
前期市值: $43.3M
Showing top 200 holdings (of 358 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 | 4.72% | +0.45% | +3.12% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 2.49% | -0.26% | -0.71% | |
| 3 | NVDA | Nvidia CORP | Stock-Tech | 2.23% | +0.65% | -3.79% | |
| 4 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.21% | -0.03% | +1.28% | |
| 5 | SPAB | Ss Spdr P Agg Bond ETF | ETF-Other | 1.82% | -0.65% | -4.24% | |
| 6 | AAPL | Apple Inc | Stock-Tech | 1.75% | +0.06% | +5.66% | |
| 7 | DMBS | Doubleline Mortgage ETF | ETF-Other | 1.68% | -0.26% | +5.86% | |
| 8 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.64% | -0.11% | +2.88% | |
| 9 | JMBS | Janus Henderson Mortg Backed | ETF-Other | 1.64% | +0.03% | -0.08% | |
| 10 | AVDE | Avantis International Equity | ETF-Other | 1.63% | -0.08% | +0.94% | |
| 11 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.58% | +0.05% | +1.80% | |
| 12 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 1.56% | -0.05% | +0.34% | |
| 13 | SPYI | Neos S&p 500 High Income ETF | ETF-Large Cap & Growth | 1.54% | — | +1.63% | |
| 14 | RECS | Columbia Resear Enh Cor ETF | ETF-Other | 1.37% | +0.04% | +1.17% | |
| 15 | ULST | Ss Ultra Short Tm Bond ETF | ETF-Other | 1.34% | — | -2.72% | |
| 16 | GSY | Invesco Ultra Short Duration | ETF-Other | 1.33% | -0.13% | -2.46% | |
| 17 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 1.28% | -0.06% | +0.78% | |
| 18 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 1.25% | — | EXIT | |
| 19 | BBUS | Jpmorgan Betabuilders US Equ | ETF-Other | 1.19% | +0.01% | +3.13% | |
| 20 | IGTR | Innovator Grad Tact Rotation | ETF-Other | 1.11% | +0.01% | -17.00% | |
| 21 | GLDM | Spdr Gold Minishares Trust | ETF-Commodities | 1.11% | -0.68% | +1.80% | |
| 22 | AVGO | Broadcom Inc | Stock-Tech | 1.08% | +0.16% | +21.73% | |
| 23 | JAAA | Janus Henderson Aaa Clo ETF | ETF-Other | 1.00% | -0.18% | +2.69% | |
| 24 | GS | Goldman Sachs Group Inc | Stock-Financials | 1.00% | +0.07% | -7.77% | |
| 25 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.99% | +0.05% | +0.00% | |
| 26 | XFIV | Bondbloxx Bbg 5 Yr US Treas | ETF-Other | 0.96% | -0.77% | +5.78% | |
| 27 | V | Visa Inc-class A Shares | Stock-Financials | 0.94% | +0.06% | -4.09% | |
| 28 | PRFD | Pimco Pref And Cap Sec Act | ETF-Other | 0.93% | -0.02% | +0.28% | |
| 29 | HELO | Jpmorgan Hedged Equity ETF | ETF-Other | 0.90% | — | EXIT | |
| 30 | DABS | Doubleline Asset-backed ETF | ETF-Other | 0.89% | -0.13% | +3.72% | |
| 31 | BAPR | Innovator U.s. Equity Buffer | ETF-Other | 0.86% | — | EXIT | |
| 32 | MS | Morgan Stanley | Stock-Financials | 0.85% | +0.08% | -1.43% | |
| 33 | FEBT | Allianzim US Eq Bffr10 Fb-us | ETF-Other | 0.85% | -0.01% | — | |
| 34 | XBAP | Innovator US Eqy Accel 9 Buf | ETF-Other | 0.84% | — | EXIT | |
| 35 | CVX | Chevron CORP | Stock-Energy | 0.83% | -0.25% | +9.86% | |
| 36 | SMOT | Vaneck Morningstar Smid Moat | ETF-Other | 0.79% | +0.02% | +2.01% | |
| 37 | BBBS | Bblx Bbb 1-5y CORP Bond ETF | ETF-Corp Bonds | 0.74% | -0.13% | +5.69% | |
| 38 | MBS | Angel Oak Mortg-bcked Se ETF | ETF-Other | 0.74% | — | +5.78% | |
| 39 | ABT | Abbott Laboratories | Stock-Healthcare | 0.73% | -0.28% | +2.69% | |
| 40 | MDT | Medtronic plc | Stock-Healthcare | 0.72% | -0.10% | +0.57% | |
| 41 | XBJL | Inn US Eq Acc 9 Buff July | ETF-Other | 0.72% | — | -46.60% | |
| 42 | WMT | Walmart Inc | Stock-Consumer Staples | 0.71% | -0.13% | -2.75% | |
| 43 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.70% | +0.16% | +11.01% | |
| 44 | OCTW | Alianzim US Eq Bfr20 Oct-usd | ETF-Other | 0.70% | — | -59.08% | |
| 45 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.69% | -0.14% | +8.47% | |
| 46 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.69% | -0.03% | +1.90% | |
| 47 | XSVN | Bondbloxx Bbg 7 Yr US Treas | ETF-Other | 0.66% | +0.18% | +5.73% | |
| 48 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.65% | -0.14% | +1.32% | |
| 49 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.63% | -0.02% | -14.82% | |
| 50 | NFLX | Netflix Inc | Stock-Comm Services | 0.62% | -0.24% | -4.92% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | BAPR | Innovator U.s. Equity Buffer | +0.9% | NEW | New buy |
| 2 | FEBT | Allianzim US Eq Bffr10 Fb-us | +0.9% | NEW | New buy |
| 3 | XBAP | Innovator US Eqy Accel 9 Buf | +0.8% | NEW | New buy |
| 4 | NAPR | Innovator Growth 100 Power B | +0.6% | NEW | New buy |
| 5 | NVDA | Nvidia CORP | +0.5% | -3.79% | Trim |
| 6 | AVGO | Broadcom Inc | +0.5% | +21.73% | Add |
| 7 | JULT | All US Equ Buf10 Jul Etf-usd | +0.5% | NEW | New buy |
| 8 | MSFT | Microsoft CORP | +0.4% | -0.71% | Trim |
| 9 | ISEP | Innovator Intl Dev Eq Power | +0.4% | NEW | New buy |
| 10 | UBER | Uber Technologies Inc | +0.3% | NEW | New buy |
| 11 | PODD | Insulet CORP | +0.3% | NEW | New buy |
| 12 | VRTX | Vertex Pharmaceuticals Inc | +0.3% | NEW | New buy |
| 13 | CRPT | Ft Skybr Crypt & Dig Econ | +0.3% | +14.74% | Add |
| 14 | META | Meta Platforms Inc-class A | +0.3% | +2.88% | Add |
| 15 | T | At&t Inc | +0.2% | +1869.13% | Add |
| 16 | ALL | Allstate CORP | +0.2% | +5053.63% | Add |
| 17 | EAPR | Innovator Emerging Markets P | +0.2% | NEW | New buy |
| 18 | SPYM | Ste Str Spdr Pt S&p 500 ETF | +0.2% | +3.12% | Add |
| 19 | ARKW | Ark Next Generation Internet | +0.1% | +16.21% | Add |
| 20 | BLOK | Amplify Blockchain Tech ETF | +0.1% | +16.78% | Add |
| 21 | AMZN | Amazon.com Inc | +0.1% | +1.28% | Add |
| 22 | NFLX | Netflix Inc | +0.1% | -4.92% | Trim |
| 23 | ETN | Eaton Corporation plc | +0.1% | +7.29% | Add |
| 24 | GS | Goldman Sachs Group Inc | +0.1% | -7.77% | Trim |
| 25 | GOOG | Alphabet Inc-cl C | +0.1% | +1.80% | Add |
| 26 | JPM | Jpmorgan Chase & Co | +0.1% | +0.00% | Add |
| 27 | MS | Morgan Stanley | +0.1% | -1.43% | Trim |
| 28 | AVEM | Avantis Emerging Markets Eq | +0.1% | +0.78% | Add |
| 29 | AVDE | Avantis International Equity | 0% | +0.94% | Add |
| 30 | BBUS | Jpmorgan Betabuilders US Equ | 0% | +3.13% | Add |
| 31 | RECS | Columbia Resear Enh Cor ETF | 0% | +1.17% | Add |
| 32 | SPDW | Ste Str Spdr Pt Dw EU ETF | 0% | +0.34% | Add |
| 33 | COP | Conocophillips | -0.2% | -13.12% | Trim |
| 34 | KJUL | Innovator U.s. Small Cap Pow | -0.2% | EXIT | Sold out |
| 35 | EOCT | Innovator Emer Mkt Pwr Buff | -0.2% | EXIT | Sold out |
| 36 | ARE | Alexandria Real Estate Equit | -0.2% | -85.43% | Trim |
| 37 | PFE | Pfizer Inc | -0.2% | -30.26% | Trim |
| 38 | PG | Procter & Gamble Co/the | -0.2% | -14.82% | Trim |
| 39 | AXP | American Express Co | -0.3% | -95.31% | Trim |
| 40 | IPG | Interpublic Group Of Cos Inc | -0.3% | EXIT | Sold out |
| 41 | IMAR | Innovator Intdevpow Buf-mar | -0.3% | EXIT | Sold out |
| 42 | SLB | Slb LTD | -0.3% | -30.17% | Trim |
| 43 | GPN | Global Payments Inc | -0.3% | -90.17% | Trim |
| 44 | BALT | Inn Defined Wealth Shield | -0.4% | EXIT | Sold out |
| 45 | IGTR | Innovator Grad Tact Rotation | -0.4% | -17.00% | Trim |
| 46 | UNH | Unitedhealth Group Inc | -0.5% | +11.01% | Add |
| 47 | XBOC | Innovator US Eqy Acc 9 Buff | -0.6% | -98.82% | Trim |
| 48 | XBJL | Inn US Eq Acc 9 Buff July | -0.7% | -46.60% | Trim |
| 49 | JUNW | Alianzim US Eq Bfr20 Jun-usd | -0.9% | EXIT | Sold out |
| 50 | OCTW | Alianzim US Eq Bfr20 Oct-usd | -1.1% | -59.08% | Trim |
According to official SEC Form 13F filings, Gradient Investments LLC reported a total U.S. public equity portfolio value of $7.2B across 358 disclosed positions in Q2 2025.
During Q2 2025, Gradient Investments LLC's top holdings by market value included SPYM (4.7%)、MSFT (2.5%)、NVDA (2.2%). The largest single position, SPYM, represented 4.7% of total portfolio value.
In Q2 2025, Gradient Investments LLC made 50 total portfolio adjustments, initiating 10 new buys, adding to 18 positions, trimming 16 holdings, and fully liquidating 6 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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