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CIK: 0001542265
Total reported value
$7.0B
$7.0B
369 檔
12.0%
As reported in its official Q3 2025 Form 13F filing, Gradient Investments LLC's tracked investment portfolio stood at $7.0B with 369 total positions.
In Q3 2025, Gradient Investments LLC displayed an active expansion posture, initiating 48 new positions and adding to 93 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including SPYM, NVDA, MSFT) accounted for 12.0% of total reported equity market value during Q3 2025.
Top New Position Initiated
SEPU
市值: $89.7M
Top Position Liquidated / Trimmed
JUNW
前期市值: $43.3M
Showing top 200 holdings (of 369 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 | 4.90% | +0.39% | +5.48% | |
| 2 | NVDA | Nvidia CORP | Stock-Tech | 2.47% | +0.21% | +2.66% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 2.47% | +0.50% | +4.31% | |
| 4 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.10% | -0.02% | +3.92% | |
| 5 | AAPL | Apple Inc | Stock-Tech | 2.05% | +0.15% | +3.59% | |
| 6 | DMBS | Doubleline Mortgage ETF | ETF-Other | 2.00% | -0.33% | +28.34% | |
| 7 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.99% | -0.24% | +0.36% | |
| 8 | AVDE | Avantis International Equity | ETF-Other | 1.73% | +0.12% | +9.12% | |
| 9 | SPAB | Ss Spdr P Agg Bond ETF | ETF-Other | 1.65% | +0.04% | -1.62% | |
| 10 | JMBS | Janus Henderson Mortg Backed | ETF-Other | 1.63% | -0.02% | +7.58% | |
| 11 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.58% | -0.25% | +6.08% | |
| 12 | SPYI | Neos S&p 500 High Income ETF | ETF-Large Cap & Growth | 1.53% | +0.04% | +5.03% | |
| 13 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 1.52% | — | +0.76% | |
| 14 | SEPU | Allianzim US Bf15 Uncap Sep | ETF-Other | 1.50% | +0.12% | — | |
| 15 | RECS | Columbia Resear Enh Cor ETF | ETF-Other | 1.44% | +0.13% | +5.24% | |
| 16 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 1.34% | +0.03% | +4.71% | |
| 17 | GLDM | Spdr Gold Minishares Trust | ETF-Commodities | 1.27% | -0.12% | +7.61% | |
| 18 | GSY | Invesco Ultra Short Duration | ETF-Other | 1.21% | +0.02% | -1.00% | |
| 19 | UYLD | Angel Oak Ultrashort Income | ETF-Other | 1.20% | +0.03% | — | |
| 20 | AVGO | Broadcom Inc | Stock-Tech | 1.19% | +0.05% | +0.35% | |
| 21 | IETC | Ishares U.s. Tech Independen | ETF-Tech | 1.06% | -0.91% | +403.86% | |
| 22 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 1.05% | +0.08% | — | |
| 23 | GS | Goldman Sachs Group Inc | Stock-Financials | 1.00% | -0.17% | -2.70% | |
| 24 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.99% | -0.06% | +0.51% | |
| 25 | JAAA | Janus Henderson Aaa Clo ETF | ETF-Other | 0.99% | -0.02% | +7.72% | |
| 26 | XFIV | Bondbloxx Bbg 5 Yr US Treas | ETF-Other | 0.94% | -0.05% | +7.11% | |
| 27 | PRFD | Pimco Pref And Cap Sec Act | ETF-Other | 0.90% | — | +4.23% | |
| 28 | IGTR | Innovator Grad Tact Rotation | ETF-Other | 0.90% | -0.69% | EXIT | |
| 29 | MS | Morgan Stanley | Stock-Financials | 0.89% | -0.13% | +1.77% | |
| 30 | HELO | Jpmorgan Hedged Equity ETF | ETF-Other | 0.87% | — | +1.92% | |
| 31 | DABS | Doubleline Asset-backed ETF | ETF-Other | 0.86% | -0.06% | +5.66% | |
| 32 | CVX | Chevron CORP | Stock-Energy | 0.86% | +0.09% | +4.03% | |
| 33 | V | Visa Inc-class A Shares | Stock-Financials | 0.84% | -0.07% | +1.95% | |
| 34 | FEBT | Allianzim US Eq Bffr10 Fb-us | ETF-Other | 0.82% | +0.06% | +0.39% | |
| 35 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.82% | -0.13% | +14.87% | |
| 36 | XLF | Ss Financial Select Sector | ETF-Other | 0.74% | +0.03% | +11778.85% | |
| 37 | MDT | Medtronic plc | Stock-Healthcare | 0.74% | +0.02% | +2.56% | |
| 38 | WMT | Walmart Inc | Stock-Consumer Staples | 0.72% | -0.03% | +6.05% | |
| 39 | BBBS | Bblx Bbb 1-5y CORP Bond ETF | ETF-Corp Bonds | 0.72% | -0.06% | +6.85% | |
| 40 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.70% | -0.09% | +2.42% | |
| 41 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.70% | -0.02% | +7.32% | |
| 42 | XBJL | Inn US Eq Acc 9 Buff July | ETF-Other | 0.69% | — | EXIT | |
| 43 | ETN | Eaton Corporation plc | Stock-Industrials | 0.68% | +0.03% | +46.86% | |
| 44 | ABT | Abbott Laboratories | Stock-Healthcare | 0.67% | -0.05% | +2.18% | |
| 45 | URI | United Rentals Inc | Stock-Industrials | 0.65% | -0.16% | +1.82% | |
| 46 | XSVN | Bondbloxx Bbg 7 Yr US Treas | ETF-Other | 0.65% | -0.12% | +7.06% | |
| 47 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.63% | — | +2.98% | |
| 48 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-Corp Bonds | 0.63% | — | EXIT | |
| 49 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.62% | -0.17% | +7.25% | |
| 50 | APH | Amphenol Corp-cl A | Stock-Tech | 0.61% | -0.04% | +2.47% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | IETC | Ishares U.s. Tech Independen | +0.9% | +403.86% | Add |
| 2 | XLF | Ss Financial Select Sector | +0.7% | +11778.85% | Add |
| 3 | NVDA | Nvidia CORP | +0.7% | +2.66% | Trim |
| 4 | AVGO | Broadcom Inc | +0.6% | +0.35% | Add |
| 5 | GOOG | Alphabet Inc-cl C | +0.5% | +0.36% | Add |
| 6 | MSFT | Microsoft CORP | +0.4% | +4.31% | Add |
| 7 | SPYM | Ste Str Spdr Pt S&p 500 ETF | +0.3% | +5.48% | Add |
| 8 | CRPT | Ft Skybr Crypt & Dig Econ | +0.3% | +23.61% | Add |
| 9 | ETN | Eaton Corporation plc | +0.3% | +46.86% | Add |
| 10 | BLOK | Amplify Blockchain Tech ETF | +0.3% | +23.65% | Add |
| 11 | AVUS | Avantis U.s. Equity ETF | +0.3% | +96.56% | Add |
| 12 | DMBS | Doubleline Mortgage ETF | +0.3% | +28.34% | Add |
| 13 | ARKW | Ark Next Generation Internet | +0.3% | +20.34% | Add |
| 14 | AEP | American Electric Power | +0.3% | +4026.00% | Add |
| 15 | ALL | Allstate CORP | +0.2% | +13.78% | Add |
| 16 | LRCX | Lam Research CORP | +0.2% | +2.92% | Add |
| 17 | USB | US Bancorp | +0.2% | +3500.71% | Add |
| 18 | ROK | Rockwell Automation Inc | +0.2% | +2701.26% | Add |
| 19 | MUB | Ishares National Muni Bond E | +0.2% | +53.22% | Add |
| 20 | WFC | Wells Fargo & Co | +0.2% | +1074.86% | Add |
| 21 | DIS | Walt Disney Co/the | +0.2% | +1897.50% | Add |
| 22 | T | At&t Inc | +0.2% | +2.76% | Add |
| 23 | META | Meta Platforms Inc-class A | +0.2% | +6.08% | Add |
| 24 | IGIB | Ishares 5-10y Inv Grade CORP | +0.2% | +70.17% | Add |
| 25 | IBM | Intl Business Machines CORP | +0.2% | +1619.46% | Add |
| 26 | APH | Amphenol Corp-cl A | +0.2% | +2.47% | Trim |
| 27 | CHAT | Roundhill Gen Ai & Tech ETF | +0.2% | +23.25% | Add |
| 28 | LOUP | Innovator Deepwater Frontier | +0.2% | +27.12% | Add |
| 29 | AVDE | Avantis International Equity | +0.1% | +9.12% | Add |
| 30 | GLDM | Spdr Gold Minishares Trust | +0.1% | +7.61% | Add |
| 31 | URI | United Rentals Inc | +0.1% | +1.82% | Add |
| 32 | XTEN | Bondbloxx Bbg 10y US Tsy ETF | +0.1% | +53.81% | Add |
| 33 | SIVR | Abrdn Physical Silver Shares | +0.1% | +53.67% | Add |
| 34 | IVV | Ishares Core S&p 500 ETF | +0.1% | +21.26% | Add |
| 35 | QTUM | Defiance Quantum ETF | +0.1% | +29.30% | Add |
| 36 | PWR | Quanta Services Inc | +0.1% | +5.68% | Trim |
| 37 | SCHX | Schwab US Large-cap ETF | +0.1% | -6.42% | Add |
| 38 | AVEM | Avantis Emerging Markets Eq | +0.1% | +4.71% | Add |
| 39 | ORCL | Oracle CORP | +0.1% | -8.62% | Trim |
| 40 | QQQ | Invesco Qqq Trust Series 1 | +0.1% | +39.57% | Add |
| 41 | MS | Morgan Stanley | +0.1% | +1.77% | Add |
| 42 | HODL | Vaneck Bitcoin ETF | +0.1% | +28.46% | Add |
| 43 | DFUS | Dimensional US Eq Mkt ETF | +0.1% | -12.22% | Add |
| 44 | RECS | Columbia Resear Enh Cor ETF | +0.1% | +5.24% | Add |
| 45 | FTSM | First Trust Enh Short Mat Fd | +0.1% | +43.15% | Add |
| 46 | AAPL | Apple Inc | +0.1% | +3.59% | Add |
| 47 | GS | Goldman Sachs Group Inc | +0.1% | -2.70% | Trim |
| 48 | PALL | Abrdn Physical Palladium Shs | +0.1% | +92.40% | Add |
| 49 | LOW | Lowe's Cos Inc | +0.1% | +7.25% | Add |
| 50 | SNPS | Synopsys Inc | +0.1% | +3.12% | Add |
According to official SEC Form 13F filings, Gradient Investments LLC reported a total U.S. public equity portfolio value of $7.0B across 369 disclosed positions in Q3 2025.
During Q3 2025, Gradient Investments LLC's top holdings by market value included SPYM (4.9%)、NVDA (2.5%)、MSFT (2.5%). The largest single position, SPYM, represented 4.9% of total portfolio value.
In Q3 2025, Gradient Investments LLC made 200 total portfolio adjustments, initiating 48 new buys, adding to 93 positions, trimming 36 holdings, and fully liquidating 23 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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