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
$7.2B
$7.2B
343 檔
12.3%
The Q4 2025 SEC filing reveals that Gradient Investments LLC held a total portfolio value of $7.2B, covering 343 public equity positions.
In Q4 2025, Gradient Investments LLC displayed an active expansion posture, initiating 8 new positions and adding to 23 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including SPYM, MSFT, NVDA) accounted for 12.3% of total reported equity market value during Q4 2025.
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% | +0.45% | +7.73% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 2.30% | -0.26% | +4.91% | |
| 3 | NVDA | Nvidia CORP | Stock-Tech | 2.28% | +0.65% | -2.64% | |
| 4 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.23% | -0.03% | +6.36% | |
| 5 | AAPL | Apple Inc | Stock-Tech | 2.19% | +0.06% | +5.13% | |
| 6 | DMBS | Doubleline Mortgage ETF | ETF-Other | 2.09% | -0.26% | +10.25% | |
| 7 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.98% | +0.05% | -18.74% | |
| 8 | AVDE | Avantis International Equity | ETF-Other | 1.78% | -0.08% | +3.65% | |
| 9 | JMBS | Janus Henderson Mortg Backed | ETF-Other | 1.62% | +0.03% | +4.13% | |
| 10 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 1.54% | -0.05% | +2.69% | |
| 11 | SPAB | Ss Spdr P Agg Bond ETF | ETF-Other | 1.53% | -0.65% | -2.37% | |
| 12 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.51% | -0.11% | +11.56% | |
| 13 | GLDM | Spdr Gold Minishares Trust | ETF-Commodities | 1.49% | -0.68% | +10.96% | |
| 14 | SPYI | Neos S&p 500 High Income ETF | ETF-Large Cap & Growth | 1.49% | — | +1.84% | |
| 15 | SEPU | Allianzim US Bf15 Uncap Sep | ETF-Other | 1.49% | +0.19% | +2.76% | |
| 16 | RECS | Columbia Resear Enh Cor ETF | ETF-Other | 1.43% | +0.04% | +2.98% | |
| 17 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 1.35% | -0.06% | +3.24% | |
| 18 | GSY | Invesco Ultra Short Duration | ETF-Other | 1.12% | -0.13% | -1.99% | |
| 19 | UYLD | Angel Oak Ultrashort Income | ETF-Other | 1.12% | -0.13% | -1.99% | |
| 20 | IETC | Ishares U.s. Tech Independen | ETF-Tech | 1.09% | +0.28% | +7.87% | |
| 21 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 1.06% | +0.11% | +3.30% | |
| 22 | AVGO | Broadcom Inc | Stock-Tech | 1.04% | +0.16% | -12.53% | |
| 23 | GS | Goldman Sachs Group Inc | Stock-Financials | 1.02% | +0.07% | -3.00% | |
| 24 | JAAA | Janus Henderson Aaa Clo ETF | ETF-Other | 1.01% | -0.18% | +7.96% | |
| 25 | XFIV | Bondbloxx Bbg 5 Yr US Treas | ETF-Other | 0.99% | -0.77% | +10.97% | |
| 26 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.99% | +0.05% | +2.68% | |
| 27 | MS | Morgan Stanley | Stock-Financials | 0.93% | +0.08% | -2.17% | |
| 28 | DABS | Doubleline Asset-backed ETF | ETF-Other | 0.89% | -0.13% | +8.66% | |
| 29 | PRFD | Pimco Pref And Cap Sec Act | ETF-Other | 0.88% | -0.02% | +3.10% | |
| 30 | CVX | Chevron CORP | Stock-Energy | 0.82% | -0.25% | +2.76% | |
| 31 | FEBT | Allianzim US Eq Bffr10 Fb-us | ETF-Other | 0.82% | -0.01% | +1.81% | |
| 32 | IGTR | Innovator Grad Tact Rotation | ETF-Other | 0.76% | +0.01% | -15.74% | |
| 33 | BBBS | Bblx Bbb 1-5y CORP Bond ETF | ETF-Corp Bonds | 0.76% | -0.13% | +11.25% | |
| 34 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.75% | +0.16% | +1.01% | |
| 35 | XLF | Ss Financial Select Sector | ETF-Other | 0.75% | +0.08% | +4.36% | |
| 36 | MDT | Medtronic plc | Stock-Healthcare | 0.73% | -0.10% | +3.43% | |
| 37 | WMT | Walmart Inc | Stock-Consumer Staples | 0.72% | -0.13% | -2.90% | |
| 38 | TGT | Target CORP | Stock-Consumer Disc | 0.71% | -0.11% | +61.16% | |
| 39 | V | Visa Inc-class A Shares | Stock-Financials | 0.69% | +0.06% | -15.63% | |
| 40 | ABT | Abbott Laboratories | Stock-Healthcare | 0.69% | -0.28% | +15.74% | |
| 41 | XSVN | Bondbloxx Bbg 7 Yr US Treas | ETF-Other | 0.69% | +0.18% | +10.92% | |
| 42 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.67% | -0.14% | +1.31% | |
| 43 | XBJL | Inn US Eq Acc 9 Buff July | ETF-Other | 0.65% | — | -2.16% | |
| 44 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.65% | -0.03% | +7.50% | |
| 45 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 0.62% | -0.06% | +17.09% | |
| 46 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-Corp Bonds | 0.62% | -0.63% | +4.24% | |
| 47 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.62% | -0.14% | +1.62% | |
| 48 | XTRE | Bondbloxx Bbg 3y US Tsy ETF | ETF-Other | 0.61% | -0.70% | +11.24% | |
| 49 | DDTL | Invtr Eq D Di 10 B ETF - Jul | ETF-Other | 0.60% | -0.60% | EXIT | |
| 50 | ETN | Eaton Corporation plc | Stock-Industrials | 0.60% | +0.07% | +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 | AAPL | Apple Inc | +0.1% | +5.13% | Add |
| 22 | AMZN | Amazon.com Inc | +0.1% | +6.36% | Add |
| 23 | DMBS | Doubleline Mortgage ETF | +0.1% | +10.25% | Add |
| 24 | HON | Honeywell International Inc | -0.2% | -93.24% | Trim |
| 25 | T | At&t Inc | -0.2% | -95.07% | Trim |
| 26 | JHX | James Hardie Industries plc | -0.2% | -92.03% | Trim |
| 27 | DIS | Walt Disney Co/the | -0.2% | -93.77% | Trim |
| 28 | NEE | Nextera Energy Inc | -0.2% | -39.95% | Trim |
| 29 | NOC | Northrop Grumman CORP | -0.3% | -98.00% | Trim |
| 30 | ORCL | Oracle CORP | -0.3% | -85.82% | Trim |
| 31 | HELO | Jpmorgan Hedged Equity ETF | -0.6% | -70.83% | Trim |
| 32 | BTCO | Invsco Glxy Btcn ETF | — | NEW | New buy |
| 33 | TJX | Tjx Companies Inc | — | NEW | New buy |
| 34 | ISRG | Intuitive Surgical Inc | — | NEW | New buy |
| 35 | UBER | Uber Technologies Inc | — | EXIT | Sold out |
| 36 | ZBH | Zimmer Biomet Holdings Inc | — | EXIT | Sold out |
| 37 | LHX | L3harris Technologies Inc | — | EXIT | Sold out |
| 38 | WELL | Welltower Inc | — | EXIT | Sold out |
| 39 | UPS | United Parcel Service-cl B | — | NEW | New buy |
| 40 | KHC | Kraft Heinz Co/the | — | NEW | New buy |
| 41 | FLEX | Flex Ltd. | — | NEW | New buy |
| 42 | PZZA | Papa John's Intl Inc | — | EXIT | Sold out |
| 43 | CME | Cme Group Inc | — | EXIT | Sold out |
| 44 | ICE | Intercontinental Exchange In | — | EXIT | Sold out |
| 45 | GIS | General Mills Inc | — | EXIT | Sold out |
| 46 | MOS | Mosaic Co/the | — | EXIT | Sold out |
| 47 | LYB | LyondellBasell Industries N.V. | — | NEW | New buy |
| 48 | MCO | Moody's CORP | — | EXIT | Sold out |
| 49 | KLAC | Kla CORP | — | NEW | New buy |
| 50 | BALL | Ball CORP | — | 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 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.
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 50 total portfolio adjustments, initiating 8 new buys, adding to 23 positions, trimming 8 holdings, and fully liquidating 11 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.