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
358 檔
10.5%
At the close of Q2 2025, Gradient Investments LLC disclosed equity holdings valued at approximately $7.0B, spread across 358 reported holdings.
In Q2 2025, Gradient Investments LLC displayed an active expansion posture, initiating 44 new positions and adding to 96 existing holdings, outstripping position reductions.
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% | +0.39% | +3.12% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 2.49% | +0.50% | -0.71% | |
| 3 | NVDA | Nvidia CORP | Stock-Tech | 2.23% | +0.21% | -3.79% | |
| 4 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.21% | -0.02% | +1.28% | |
| 5 | SPAB | Ss Spdr P Agg Bond ETF | ETF-Other | 1.82% | +0.04% | -4.24% | |
| 6 | AAPL | Apple Inc | Stock-Tech | 1.75% | +0.15% | +5.66% | |
| 7 | DMBS | Doubleline Mortgage ETF | ETF-Other | 1.68% | -0.33% | +5.86% | |
| 8 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.64% | -0.25% | +2.88% | |
| 9 | JMBS | Janus Henderson Mortg Backed | ETF-Other | 1.64% | -0.02% | -0.08% | |
| 10 | AVDE | Avantis International Equity | ETF-Other | 1.63% | +0.12% | +0.94% | |
| 11 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.58% | -0.24% | +1.80% | |
| 12 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 1.56% | — | +0.34% | |
| 13 | SPYI | Neos S&p 500 High Income ETF | ETF-Large Cap & Growth | 1.54% | +0.04% | +1.63% | |
| 14 | RECS | Columbia Resear Enh Cor ETF | ETF-Other | 1.37% | +0.13% | +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% | +0.02% | -2.46% | |
| 17 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 1.28% | +0.03% | +0.78% | |
| 18 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 1.25% | — | +0.87% | |
| 19 | BBUS | Jpmorgan Betabuilders US Equ | ETF-Other | 1.19% | -0.02% | +3.13% | |
| 20 | IGTR | Innovator Grad Tact Rotation | ETF-Other | 1.11% | -0.69% | EXIT | |
| 21 | GLDM | Spdr Gold Minishares Trust | ETF-Commodities | 1.11% | -0.12% | +1.80% | |
| 22 | AVGO | Broadcom Inc | Stock-Tech | 1.08% | +0.05% | +21.73% | |
| 23 | JAAA | Janus Henderson Aaa Clo ETF | ETF-Other | 1.00% | -0.02% | +2.69% | |
| 24 | GS | Goldman Sachs Group Inc | Stock-Financials | 1.00% | -0.17% | -7.77% | |
| 25 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.99% | -0.06% | +0.00% | |
| 26 | XFIV | Bondbloxx Bbg 5 Yr US Treas | ETF-Other | 0.96% | -0.05% | +5.78% | |
| 27 | V | Visa Inc-class A Shares | Stock-Financials | 0.94% | -0.07% | -4.09% | |
| 28 | PRFD | Pimco Pref And Cap Sec Act | ETF-Other | 0.93% | — | +0.28% | |
| 29 | HELO | Jpmorgan Hedged Equity ETF | ETF-Other | 0.90% | — | +0.49% | |
| 30 | DABS | Doubleline Asset-backed ETF | ETF-Other | 0.89% | -0.06% | +3.72% | |
| 31 | BAPR | Innovator U.s. Equity Buffer | ETF-Other | 0.86% | — | — | |
| 32 | MS | Morgan Stanley | Stock-Financials | 0.85% | -0.13% | -1.43% | |
| 33 | FEBT | Allianzim US Eq Bffr10 Fb-us | ETF-Other | 0.85% | +0.06% | — | |
| 34 | XBAP | Innovator US Eqy Accel 9 Buf | ETF-Other | 0.84% | — | — | |
| 35 | CVX | Chevron CORP | Stock-Energy | 0.83% | +0.09% | +9.86% | |
| 36 | SMOT | Vaneck Morningstar Smid Moat | ETF-Other | 0.79% | +0.01% | +2.01% | |
| 37 | BBBS | Bblx Bbb 1-5y CORP Bond ETF | ETF-Corp Bonds | 0.74% | -0.06% | +5.69% | |
| 38 | MBS | Angel Oak Mortg-bcked Se ETF | ETF-Other | 0.74% | — | +5.78% | |
| 39 | ABT | Abbott Laboratories | Stock-Healthcare | 0.73% | -0.05% | +2.69% | |
| 40 | MDT | Medtronic plc | Stock-Healthcare | 0.72% | +0.02% | +0.57% | |
| 41 | XBJL | Inn US Eq Acc 9 Buff July | ETF-Other | 0.72% | — | EXIT | |
| 42 | WMT | Walmart Inc | Stock-Consumer Staples | 0.71% | -0.03% | -2.75% | |
| 43 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.70% | -0.13% | +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% | -0.02% | +8.47% | |
| 46 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.69% | +0.01% | +1.90% | |
| 47 | XSVN | Bondbloxx Bbg 7 Yr US Treas | ETF-Other | 0.66% | -0.12% | +5.73% | |
| 48 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.65% | — | +1.32% | |
| 49 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.63% | +0.05% | -14.82% | |
| 50 | NFLX | Netflix Inc | Stock-Comm Services | 0.62% | +0.01% | -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 | SCHX | Schwab US Large-cap ETF | +0.1% | +1171.90% | Add |
| 22 | AMZN | Amazon.com Inc | +0.1% | +1.28% | Add |
| 23 | NFLX | Netflix Inc | +0.1% | -4.92% | Trim |
| 24 | DFUS | Dimensional US Eq Mkt ETF | +0.1% | +1350.73% | Add |
| 25 | ETN | Eaton Corporation plc | +0.1% | +7.29% | Add |
| 26 | SNPS | Synopsys Inc | +0.1% | +28.78% | Add |
| 27 | LRCX | Lam Research CORP | +0.1% | +4.46% | Add |
| 28 | MUB | Ishares National Muni Bond E | +0.1% | +96.73% | Add |
| 29 | AVUS | Avantis U.s. Equity ETF | +0.1% | +112.20% | Add |
| 30 | BIL | Ss Spdr Bb 1-3m T-bill ETF | +0.1% | +28.32% | Add |
| 31 | APH | Amphenol Corp-cl A | +0.1% | -11.91% | Trim |
| 32 | PWR | Quanta Services Inc | +0.1% | -7.36% | Trim |
| 33 | ORCL | Oracle CORP | +0.1% | -0.09% | Trim |
| 34 | IVV | Ishares Core S&p 500 ETF | +0.1% | +56.81% | Add |
| 35 | GS | Goldman Sachs Group Inc | +0.1% | -7.77% | Trim |
| 36 | GOOG | Alphabet Inc-cl C | +0.1% | +1.80% | Add |
| 37 | PANW | Palo Alto Networks Inc | +0.1% | +5.12% | Add |
| 38 | CHAT | Roundhill Gen Ai & Tech ETF | +0.1% | +16.24% | Add |
| 39 | LOUP | Innovator Deepwater Frontier | +0.1% | +17.70% | Add |
| 40 | QQQ | Invesco Qqq Trust Series 1 | +0.1% | +329.40% | Add |
| 41 | JPM | Jpmorgan Chase & Co | +0.1% | +0.00% | Add |
| 42 | MS | Morgan Stanley | +0.1% | -1.43% | Trim |
| 43 | AVEM | Avantis Emerging Markets Eq | +0.1% | +0.78% | Add |
| 44 | IETC | Ishares U.s. Tech Independen | +0.1% | +16.34% | Add |
| 45 | QTUM | Defiance Quantum ETF | +0.1% | +16.51% | Add |
| 46 | HODL | Vaneck Bitcoin ETF | +0.1% | +14.44% | Add |
| 47 | NJAN | Innovator Growth 100 Power B | +0.1% | NEW | New buy |
| 48 | AVDE | Avantis International Equity | 0% | +0.94% | Add |
| 49 | BBUS | Jpmorgan Betabuilders US Equ | 0% | +3.13% | Add |
| 50 | URI | United Rentals Inc | 0% | +0.22% | Add |
According to official SEC Form 13F filings, Gradient Investments LLC reported a total U.S. public equity portfolio value of $7.0B across 358 disclosed positions in Q2 2025.
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, MSFT, NVDA) accounted for 10.5% 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
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 200 total portfolio adjustments, initiating 44 new buys, adding to 96 positions, trimming 51 holdings, and fully liquidating 9 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.