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CIK: 0001542265
Total reported value
$7.2B
$7.2B
369 檔
11.6%
As reported in its official Q3 2025 Form 13F filing, Gradient Investments LLC's tracked investment portfolio stood at $7.2B with 369 total positions.
In Q3 2025, Gradient Investments LLC displayed an active expansion posture, initiating 12 new positions and adding to 20 existing holdings, outstripping position reductions.
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% | +0.45% | +5.48% | |
| 2 | NVDA | Nvidia CORP | Stock-Tech | 2.47% | +0.65% | +2.66% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 2.47% | -0.26% | +4.31% | |
| 4 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.10% | -0.03% | +3.92% | |
| 5 | AAPL | Apple Inc | Stock-Tech | 2.05% | +0.06% | +3.59% | |
| 6 | DMBS | Doubleline Mortgage ETF | ETF-Other | 2.00% | -0.26% | +28.34% | |
| 7 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.99% | +0.05% | +0.36% | |
| 8 | AVDE | Avantis International Equity | ETF-Other | 1.73% | -0.08% | +9.12% | |
| 9 | SPAB | Ss Spdr P Agg Bond ETF | ETF-Other | 1.65% | -0.65% | -1.62% | |
| 10 | JMBS | Janus Henderson Mortg Backed | ETF-Other | 1.63% | +0.03% | +7.58% | |
| 11 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.58% | -0.11% | +6.08% | |
| 12 | SPYI | Neos S&p 500 High Income ETF | ETF-Large Cap & Growth | 1.53% | — | +5.03% | |
| 13 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 1.52% | -0.05% | +0.76% | |
| 14 | SEPU | Allianzim US Bf15 Uncap Sep | ETF-Other | 1.50% | +0.19% | — | |
| 15 | RECS | Columbia Resear Enh Cor ETF | ETF-Other | 1.44% | +0.04% | +5.24% | |
| 16 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 1.34% | -0.06% | +4.71% | |
| 17 | GLDM | Spdr Gold Minishares Trust | ETF-Commodities | 1.27% | -0.68% | +7.61% | |
| 18 | GSY | Invesco Ultra Short Duration | ETF-Other | 1.21% | -0.13% | -1.00% | |
| 19 | UYLD | Angel Oak Ultrashort Income | ETF-Other | 1.20% | -0.13% | — | |
| 20 | AVGO | Broadcom Inc | Stock-Tech | 1.19% | +0.16% | +0.35% | |
| 21 | IETC | Ishares U.s. Tech Independen | ETF-Tech | 1.06% | +0.28% | +403.86% | |
| 22 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 1.05% | +0.11% | — | |
| 23 | GS | Goldman Sachs Group Inc | Stock-Financials | 1.00% | +0.07% | -2.70% | |
| 24 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.99% | +0.05% | +0.51% | |
| 25 | JAAA | Janus Henderson Aaa Clo ETF | ETF-Other | 0.99% | -0.18% | +7.72% | |
| 26 | XFIV | Bondbloxx Bbg 5 Yr US Treas | ETF-Other | 0.94% | -0.77% | +7.11% | |
| 27 | PRFD | Pimco Pref And Cap Sec Act | ETF-Other | 0.90% | -0.02% | +4.23% | |
| 28 | IGTR | Innovator Grad Tact Rotation | ETF-Other | 0.90% | +0.01% | -17.47% | |
| 29 | MS | Morgan Stanley | Stock-Financials | 0.89% | +0.08% | +1.77% | |
| 30 | HELO | Jpmorgan Hedged Equity ETF | ETF-Other | 0.87% | — | EXIT | |
| 31 | DABS | Doubleline Asset-backed ETF | ETF-Other | 0.86% | -0.13% | +5.66% | |
| 32 | CVX | Chevron CORP | Stock-Energy | 0.86% | -0.25% | +4.03% | |
| 33 | V | Visa Inc-class A Shares | Stock-Financials | 0.84% | +0.06% | +1.95% | |
| 34 | FEBT | Allianzim US Eq Bffr10 Fb-us | ETF-Other | 0.82% | -0.01% | +0.39% | |
| 35 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.82% | +0.16% | +14.87% | |
| 36 | XLF | Ss Financial Select Sector | ETF-Other | 0.74% | +0.08% | +11778.85% | |
| 37 | MDT | Medtronic plc | Stock-Healthcare | 0.74% | -0.10% | +2.56% | |
| 38 | WMT | Walmart Inc | Stock-Consumer Staples | 0.72% | -0.13% | +6.05% | |
| 39 | BBBS | Bblx Bbb 1-5y CORP Bond ETF | ETF-Corp Bonds | 0.72% | -0.13% | +6.85% | |
| 40 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.70% | +0.01% | +2.42% | |
| 41 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.70% | -0.14% | +7.32% | |
| 42 | XBJL | Inn US Eq Acc 9 Buff July | ETF-Other | 0.69% | — | +0.75% | |
| 43 | ETN | Eaton Corporation plc | Stock-Industrials | 0.68% | +0.07% | +46.86% | |
| 44 | ABT | Abbott Laboratories | Stock-Healthcare | 0.67% | -0.28% | +2.18% | |
| 45 | URI | United Rentals Inc | Stock-Industrials | 0.65% | +0.21% | +1.82% | |
| 46 | XSVN | Bondbloxx Bbg 7 Yr US Treas | ETF-Other | 0.65% | +0.18% | +7.06% | |
| 47 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.63% | -0.14% | +2.98% | |
| 48 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-Corp Bonds | 0.63% | -0.63% | +70.17% | |
| 49 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.62% | -0.10% | +7.25% | |
| 50 | APH | Amphenol Corp-cl A | Stock-Tech | 0.61% | +0.16% | +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 | LRCX | Lam Research CORP | +0.2% | +2.92% | Add |
| 15 | META | Meta Platforms Inc-class A | +0.2% | +6.08% | Add |
| 16 | AVDE | Avantis International Equity | +0.1% | +9.12% | Add |
| 17 | GLDM | Spdr Gold Minishares Trust | +0.1% | +7.61% | Add |
| 18 | AVEM | Avantis Emerging Markets Eq | +0.1% | +4.71% | Add |
| 19 | RECS | Columbia Resear Enh Cor ETF | +0.1% | +5.24% | Add |
| 20 | AAPL | Apple Inc | +0.1% | +3.59% | Add |
| 21 | AMZN | Amazon.com Inc | 0% | +3.92% | Add |
| 22 | GPN | Global Payments Inc | -0.3% | -3.02% | Trim |
| 23 | IGSB | Ishares 1-5y Inv Grade CORP | -0.5% | -62.21% | Trim |
| 24 | PFE | Pfizer Inc | -0.5% | -80.19% | Trim |
| 25 | RSP | Invesco S&p 500 Equal Weight | -0.6% | -99.35% | Trim |
| 26 | SLB | Slb LTD | -0.6% | -77.15% | Trim |
| 27 | IGTR | Innovator Grad Tact Rotation | -0.6% | -17.47% | Trim |
| 28 | XBOC | Innovator US Eqy Acc 9 Buff | -0.6% | -4.75% | Trim |
| 29 | XBJL | Inn US Eq Acc 9 Buff July | -0.7% | +0.75% | Trim |
| 30 | MBS | Angel Oak Mortg-bcked Se ETF | -0.8% | -99.64% | Trim |
| 31 | BBUS | Jpmorgan Betabuilders US Equ | -1% | -83.59% | Trim |
| 32 | QUAL | Ishares Msci USA Quality Fac | -1.3% | -99.39% | Trim |
| 33 | ULST | Ss Ultra Short Tm Bond ETF | -1.5% | -99.49% | Trim |
| 34 | OCTW | Alianzim US Eq Bfr20 Oct-usd | -1.8% | -96.31% | Trim |
| 35 | SEPU | Allianzim US Bf15 Uncap Sep | — | NEW | New buy |
| 36 | UYLD | Angel Oak Ultrashort Income | — | NEW | New buy |
| 37 | QQQM | Invesco Nasdaq 100 ETF | — | NEW | New buy |
| 38 | FEBT | Allianzim US Eq Bffr10 Fb-us | — | NEW | New buy |
| 39 | JUNW | Alianzim US Eq Bfr20 Jun-usd | — | EXIT | Sold out |
| 40 | DDTL | Invtr Eq D Di 10 B ETF - Jul | — | NEW | New buy |
| 41 | NAUG | Innov G-100 Powr Bf ETF -aug | — | NEW | New buy |
| 42 | JULT | All US Equ Buf10 Jul Etf-usd | — | NEW | New buy |
| 43 | MLM | Martin Marietta Materials | — | NEW | New buy |
| 44 | AZEK | Azek Co Inc/the | — | EXIT | Sold out |
| 45 | ISEP | Innovator Intl Dev Eq Power | — | NEW | New buy |
| 46 | INTU | Intuit Inc | — | EXIT | Sold out |
| 47 | UBER | Uber Technologies Inc | — | NEW | New buy |
| 48 | PODD | Insulet CORP | — | NEW | New buy |
| 49 | PRIV | Ss Ig Publ Priv Cred Etf-usd | — | NEW | New buy |
| 50 | BALT | Inn Defined Wealth Shield | — | EXIT | Sold out |
According to official SEC Form 13F filings, Gradient Investments LLC reported a total U.S. public equity portfolio value of $7.2B across 369 disclosed positions in Q3 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, NVDA, MSFT) accounted for 11.6% 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
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 50 total portfolio adjustments, initiating 12 new buys, adding to 20 positions, trimming 14 holdings, and fully liquidating 4 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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