CIK 1542265
Gradient Investments LLC
Institutional 13F holdings & portfolio
Holdings
343
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
6
Holdings
13F filings as of Dec 31, 2025 · Showing 1–50 of 343
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| SPYM | SPDR SERIES TRUST | 4.0M | $1M+ | SH |
| MSFT | MICROSOFT CORP | 299K | $1M+ | SH |
| NVDA | NVIDIA CORPORATION | 772K | $1M+ | SH |
| AMZN | AMAZON COM INC | 608K | $1M+ | SH |
| AAPL | APPLE INC | 507K | $1M+ | SH |
| DMBS | DOUBLELINE ETF TRUST | 2.7M | $1M+ | SH |
| GOOG | ALPHABET INC | 398K | $1M+ | SH |
| AVDE | AMERICAN CENTY ETF TR | 1.4M | $1M+ | SH |
| JMBS | JANUS DETROIT STR TR | 2.2M | $1M+ | SH |
| SPDW | SPDR INDEX SHS FDS | 2.2M | $1M+ | SH |
| SPAB | SPDR SERIES TRUST | 3.7M | $1M+ | SH |
| META | META PLATFORMS INC | 144K | $1M+ | SH |
| GLDM | WORLD GOLD TR | 1.1M | $1M+ | SH |
| SPYI | NEOS ETF TRUST | 1.8M | $1M+ | SH |
| SEPU | AIM ETF PRODUCTS TRUST | 3.2M | $1M+ | SH |
| RECS | COLUMBIA ETF TR I | 2.2M | $1M+ | SH |
| AVEM | AMERICAN CENTY ETF TR | 1.1M | $1M+ | SH |
| GSY | INVESCO ACTIVELY MANAGED EXC | 1.4M | $1M+ | SH |
| UYLD | ANGEL OAK FUNDS TRUST | 1.4M | $1M+ | SH |
| IETC | ISHARES U S ETF TR | 674K | $1M+ | SH |
| QQQM | INVESCO EXCH TRADED FD TR II | 264K | $1M+ | SH |
| AVGO | BROADCOM INC | 189K | $1M+ | SH |
| GS | GOLDMAN SACHS GROUP INC | 73K | $1M+ | SH |
| JAAA | JANUS DETROIT STR TR | 1.3M | $1M+ | SH |
| XFIV | BONDBLOXX ETF TRUST | 1.3M | $1M+ | SH |
| JPM | JPMORGAN CHASE & CO. | 193K | $1M+ | SH |
| MS | MORGAN STANLEY | 330K | $1M+ | SH |
| DABS | DOUBLELINE ETF TRUST | 1.1M | $1M+ | SH |
| PRFD | PIMCO ETF TR | 1.1M | $1M+ | SH |
| CVX | CHEVRON CORP NEW | 339K | $1M+ | SH |
| FEBT | AIM ETF PRODUCTS TRUST | 1.4M | $1M+ | SH |
| IGTR | INNOVATOR ETFS TRUST | 1.7M | $1M+ | SH |
| BBBS | BONDBLOXX ETF TRUST | 932K | $1M+ | SH |
| UNH | UNITEDHEALTH GROUP INC | 143K | $1M+ | SH |
| XLF | SELECT SECTOR SPDR TR | 857K | $1M+ | SH |
| MDT | MEDTRONIC PLC | 479K | $1M+ | SH |
| WMT | WALMART INC | 409K | $1M+ | SH |
| TGT | TARGET CORP | 458K | $1M+ | SH |
| V | VISA INC | 125K | $1M+ | SH |
| ABT | ABBOTT LABS | 347K | $1M+ | SH |
| XSVN | BONDBLOXX ETF TRUST | 900K | $1M+ | SH |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 84K | $1M+ | SH |
| XBJL | INNOVATOR ETFS TRUST | 1.1M | $1M+ | SH |
| KO | COCA COLA CO | 587K | $1M+ | SH |
| BIL | SPDR SERIES TRUST | 429K | $1M+ | SH |
| IGIB | ISHARES TR | 722K | $1M+ | SH |
| MCD | MCDONALDS CORP | 127K | $1M+ | SH |
| XTRE | BONDBLOXX ETF TRUST | 771K | $1M+ | SH |
| DDTL | INNOVATOR ETFS TRUST | 1.8M | $1M+ | SH |
| ETN | EATON CORP PLC | 119K | $1M+ | SH |