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CIK: 0001542265
Total reported value
$7.0B
$7.0B
343 檔
12.7%
The Q4 2025 SEC filing reveals that Gradient Investments LLC held a total portfolio value of $7.0B, covering 343 public equity positions.
In Q4 2025, Gradient Investments LLC displayed an active expansion posture, initiating 13 new positions and adding to 118 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 343 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 | 5.14% | +0.39% | +7.73% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 2.30% | +0.50% | +4.91% | |
| 3 | NVDA | Nvidia CORP | Stock-Tech | 2.28% | +0.21% | -2.64% | |
| 4 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.23% | -0.02% | +6.36% | |
| 5 | AAPL | Apple Inc | Stock-Tech | 2.19% | +0.15% | +5.13% | |
| 6 | DMBS | Doubleline Mortgage ETF | ETF-Other | 2.09% | -0.33% | +10.25% | |
| 7 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.98% | -0.24% | -18.74% | |
| 8 | AVDE | Avantis International Equity | ETF-Other | 1.78% | +0.12% | +3.65% | |
| 9 | JMBS | Janus Henderson Mortg Backed | ETF-Other | 1.62% | -0.02% | +4.13% | |
| 10 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 1.54% | — | +2.69% | |
| 11 | SPAB | Ss Spdr P Agg Bond ETF | ETF-Other | 1.53% | +0.04% | -2.37% | |
| 12 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.51% | -0.25% | +11.56% | |
| 13 | GLDM | Spdr Gold Minishares Trust | ETF-Commodities | 1.49% | -0.12% | +10.96% | |
| 14 | SPYI | Neos S&p 500 High Income ETF | ETF-Large Cap & Growth | 1.49% | +0.04% | +1.84% | |
| 15 | SEPU | Allianzim US Bf15 Uncap Sep | ETF-Other | 1.49% | +0.12% | +2.76% | |
| 16 | RECS | Columbia Resear Enh Cor ETF | ETF-Other | 1.43% | +0.13% | +2.98% | |
| 17 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 1.35% | +0.03% | +3.24% | |
| 18 | GSY | Invesco Ultra Short Duration | ETF-Other | 1.12% | +0.02% | -1.99% | |
| 19 | UYLD | Angel Oak Ultrashort Income | ETF-Other | 1.12% | +0.03% | -1.99% | |
| 20 | IETC | Ishares U.s. Tech Independen | ETF-Tech | 1.09% | -0.91% | +7.87% | |
| 21 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 1.06% | +0.08% | +3.30% | |
| 22 | AVGO | Broadcom Inc | Stock-Tech | 1.04% | +0.05% | -12.53% | |
| 23 | GS | Goldman Sachs Group Inc | Stock-Financials | 1.02% | -0.17% | -3.00% | |
| 24 | JAAA | Janus Henderson Aaa Clo ETF | ETF-Other | 1.01% | -0.02% | +7.96% | |
| 25 | XFIV | Bondbloxx Bbg 5 Yr US Treas | ETF-Other | 0.99% | -0.05% | +10.97% | |
| 26 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.99% | -0.06% | +2.68% | |
| 27 | MS | Morgan Stanley | Stock-Financials | 0.93% | -0.13% | -2.17% | |
| 28 | DABS | Doubleline Asset-backed ETF | ETF-Other | 0.89% | -0.06% | +8.66% | |
| 29 | PRFD | Pimco Pref And Cap Sec Act | ETF-Other | 0.88% | — | +3.10% | |
| 30 | CVX | Chevron CORP | Stock-Energy | 0.82% | +0.09% | +2.76% | |
| 31 | FEBT | Allianzim US Eq Bffr10 Fb-us | ETF-Other | 0.82% | +0.06% | +1.81% | |
| 32 | IGTR | Innovator Grad Tact Rotation | ETF-Other | 0.76% | -0.69% | EXIT | |
| 33 | BBBS | Bblx Bbb 1-5y CORP Bond ETF | ETF-Corp Bonds | 0.76% | -0.06% | +11.25% | |
| 34 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.75% | -0.13% | +1.01% | |
| 35 | XLF | Ss Financial Select Sector | ETF-Other | 0.75% | +0.03% | +4.36% | |
| 36 | MDT | Medtronic plc | Stock-Healthcare | 0.73% | +0.02% | +3.43% | |
| 37 | WMT | Walmart Inc | Stock-Consumer Staples | 0.72% | -0.03% | -2.90% | |
| 38 | TGT | Target CORP | Stock-Consumer Disc | 0.71% | -0.01% | +61.16% | |
| 39 | V | Visa Inc-class A Shares | Stock-Financials | 0.69% | -0.07% | -15.63% | |
| 40 | ABT | Abbott Laboratories | Stock-Healthcare | 0.69% | -0.05% | +15.74% | |
| 41 | XSVN | Bondbloxx Bbg 7 Yr US Treas | ETF-Other | 0.69% | -0.12% | +10.92% | |
| 42 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.67% | -0.02% | +1.31% | |
| 43 | XBJL | Inn US Eq Acc 9 Buff July | ETF-Other | 0.65% | — | EXIT | |
| 44 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.65% | +0.01% | +7.50% | |
| 45 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 0.62% | -0.04% | +17.09% | |
| 46 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-Corp Bonds | 0.62% | — | EXIT | |
| 47 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.62% | — | +1.62% | |
| 48 | XTRE | Bondbloxx Bbg 3y US Tsy ETF | ETF-Other | 0.61% | — | EXIT | |
| 49 | DDTL | Invtr Eq D Di 10 B ETF - Jul | ETF-Other | 0.60% | — | +2.24% | |
| 50 | ETN | Eaton Corporation plc | Stock-Industrials | 0.60% | +0.03% | +9.24% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | LLY | Eli Lilly & Co | +0.3% | +2351.38% | Add |
| 2 | CTAS | Cintas CORP | +0.3% | +9549.38% | Add |
| 3 | TGT | Target CORP | +0.3% | +61.16% | Add |
| 4 | KEY | Keycorp | +0.3% | +797.89% | Add |
| 5 | JEF | Jefferies Financial Group In | +0.3% | +807.14% | Add |
| 6 | AZNN | Astrazeneca Plc-spons Adr | +0.3% | +1098.86% | Add |
| 7 | C | Citigroup Inc | +0.3% | +564.54% | Add |
| 8 | SPYM | Ste Str Spdr Pt S&p 500 ETF | +0.2% | +7.73% | Add |
| 9 | GOOGL | Alphabet Inc-cl A | +0.2% | +492.72% | Add |
| 10 | EIX | Edison International | +0.2% | +949.83% | Add |
| 11 | GLDM | Spdr Gold Minishares Trust | +0.2% | +10.96% | Add |
| 12 | CSCO | Cisco Systems Inc | +0.2% | +2018.39% | Add |
| 13 | HII | Huntington Ingalls Industrie | +0.2% | +662.27% | Add |
| 14 | EOG | Eog Resources Inc | +0.2% | +4333.55% | Add |
| 15 | ITW | Illinois Tool Works | +0.2% | +691.28% | Add |
| 16 | QCOM | Qualcomm Inc | +0.2% | +4723.21% | Add |
| 17 | SIVR | Abrdn Physical Silver Shares | +0.2% | +14.89% | Add |
| 18 | ASML | ASML Holding N.V. | +0.2% | +424.34% | Add |
| 19 | AVUS | Avantis U.s. Equity ETF | +0.2% | +57.85% | Add |
| 20 | MHO | M/i Homes Inc | +0.2% | +689.36% | Add |
| 21 | ARE | Alexandria Real Estate Equit | +0.2% | +1453.90% | Add |
| 22 | AAPL | Apple Inc | +0.1% | +5.13% | Add |
| 23 | AMZN | Amazon.com Inc | +0.1% | +6.36% | Add |
| 24 | MUB | Ishares National Muni Bond E | +0.1% | +42.18% | Add |
| 25 | DMBS | Doubleline Mortgage ETF | +0.1% | +10.25% | Add |
| 26 | PALL | Abrdn Physical Palladium Shs | +0.1% | +21.07% | Add |
| 27 | BIL | Ss Spdr Bb 1-3m T-bill ETF | +0.1% | +17.09% | Add |
| 28 | AVDE | Avantis International Equity | +0.1% | +3.65% | Add |
| 29 | XFIV | Bondbloxx Bbg 5 Yr US Treas | +0.1% | +10.97% | Add |
| 30 | KO | Coca-cola Co/the | +0.1% | +7.50% | Add |
| 31 | SBUX | Starbucks CORP | +0.1% | +20.84% | Add |
| 32 | WCN | Waste Connections Inc | +0.1% | +18.49% | Add |
| 33 | JMST | JPM Ultra-short Muni Income | +0.1% | +43.36% | Add |
| 34 | MS | Morgan Stanley | 0% | -2.17% | Trim |
| 35 | BBBS | Bblx Bbb 1-5y CORP Bond ETF | 0% | +11.25% | Add |
| 36 | XSVN | Bondbloxx Bbg 7 Yr US Treas | 0% | +10.92% | Add |
| 37 | VRTX | Vertex Pharmaceuticals Inc | 0% | +6.39% | Add |
| 38 | QTUM | Defiance Quantum ETF | 0% | +15.20% | Add |
| 39 | LOUP | Innovator Deepwater Frontier | 0% | +13.63% | Add |
| 40 | IBTH | Ishares Ibonds Dec 2027 Term | 0% | +275.58% | Add |
| 41 | BOXX | Alpha Architect 1-3 Mnth Box | 0% | +41.61% | Add |
| 42 | MYCG | State Street My2027 Corporat | 0% | +263.38% | Add |
| 43 | IETC | Ishares U.s. Tech Independen | 0% | +7.87% | Add |
| 44 | DABS | Doubleline Asset-backed ETF | 0% | +8.66% | Add |
| 45 | XTRE | Bondbloxx Bbg 3y US Tsy ETF | 0% | +11.24% | Add |
| 46 | PCMM | Bblx Private Credit Clo ETF | 0% | +11.92% | Add |
| 47 | SPMD | Ss Spdr P S&p 400 Midcap ETF | 0% | +57.36% | Add |
| 48 | QQQ | Invesco Qqq Trust Series 1 | 0% | +22.53% | Add |
| 49 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | +92.06% | Add |
| 50 | SPDW | Ste Str Spdr Pt Dw EU ETF | 0% | +2.69% | Add |
According to official SEC Form 13F filings, Gradient Investments LLC reported a total U.S. public equity portfolio value of $7.0B across 343 disclosed positions in Q4 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 12.7% of total reported equity market value during Q4 2025.
Top New Position Initiated
BTCO
市值: $36.2M
Top Position Liquidated / Trimmed
UBER
前期市值: $19.6M
During Q4 2025, Gradient Investments LLC's top holdings by market value included SPYM (5.1%)、MSFT (2.3%)、NVDA (2.3%). The largest single position, SPYM, represented 5.1% of total portfolio value.
In Q4 2025, Gradient Investments LLC made 200 total portfolio adjustments, initiating 13 new buys, adding to 118 positions, trimming 38 holdings, and fully liquidating 31 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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