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 151–200 of 343
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| LYB | LYONDELLBASELL INDUSTRIES N | 289K | $1M+ | SH |
| KLAC | KLA CORP | 10K | $1M+ | SH |
| BBUS | J P MORGAN EXCHANGE TRADED F | 96K | $1M+ | SH |
| CAIE | CALAMOS ETF TR | 406K | $1M+ | SH |
| JMST | J P MORGAN EXCHANGE TRADED F | 209K | $1M+ | SH |
| QQQ | INVESCO QQQ TR | 16K | $1M+ | SH |
| SCHX | SCHWAB STRATEGIC TR | 311K | $1M+ | SH |
| BOXX | EA SERIES TRUST | 69K | $1M+ | SH |
| IWMI | NEOS ETF TRUST | 163K | $1M+ | SH |
| HCOW | AMPLIFY ETF TR | 323K | $1M+ | SH |
| FPE | FIRST TR EXCH TRADED FD III | 419K | $1M+ | SH |
| CLOZ | SERIES PORTFOLIOS TR | 286K | $1M+ | SH |
| LONZ | PIMCO ETF TR | 150K | $1M+ | SH |
| KBWD | INVESCO EXCH TRADED FD TR II | 549K | $1M+ | SH |
| IYRI | NEOS ETF TRUST | 153K | $1M+ | SH |
| MORT | VANECK ETF TRUST | 707K | $1M+ | SH |
| DFUS | DIMENSIONAL ETF TRUST | 87K | $1M+ | SH |
| SPMD | SPDR SERIES TRUST | 109K | $1M+ | SH |
| IAU | ISHARES GOLD TR | 74K | $1M+ | SH |
| LMT | LOCKHEED MARTIN CORP | 12K | $1M+ | SH |
| DSI | ISHARES TR | 44K | $1M+ | SH |
| PSLV | SPROTT ASSET MANAGEMENT LP | 183K | $1M+ | SH |
| IBTG | ISHARES TR | 171K | $1M+ | SH |
| TSLA | TESLA INC | 9K | $1M+ | SH |
| ORLY | OREILLY AUTOMOTIVE INC | 42K | $1M+ | SH |
| IBTH | ISHARES TR | 169K | $1M+ | SH |
| EFIV | SPDR SERIES TRUST | 57K | $1M+ | SH |
| SLB | SLB LIMITED | 91K | $1M+ | SH |
| ESML | ISHARES TR | 74K | $1M+ | SH |
| VTI | VANGUARD INDEX FDS | 10K | $1M+ | SH |
| PFE | PFIZER INC | 124K | $1M+ | SH |
| MYCG | SSGA ACTIVE TR | 121K | $1M+ | SH |
| MYCF | SSGA ACTIVE TR | 120K | $1M+ | SH |
| SPY | SPDR S&P 500 ETF TR | 4K | $1M+ | SH |
| FIVE | FIVE BELOW INC | 15K | $1M+ | SH |
| SU | SUNCOR ENERGY INC NEW | 57K | $1M+ | SH |
| JUST | GOLDMAN SACHS ETF TR | 25K | $1M+ | SH |
| SMB | VANECK ETF TRUST | 133K | $1M+ | SH |
| ULTA | ULTA BEAUTY INC | 4K | $1M+ | SH |
| PUK | PRUDENTIAL PLC | 74K | $1M+ | SH |
| IJH | ISHARES TR | 34K | $1M+ | SH |
| RYAAY | RYANAIR HOLDINGS PLC | 31K | $1M+ | SH |
| TFI | SPDR SERIES TRUST | 47K | $1M+ | SH |
| HSBC | HSBC HLDGS PLC | 28K | $1M+ | SH |
| TSM | TAIWAN SEMICONDUCTOR MFG LTD | 7K | $1M+ | SH |
| IBIT | ISHARES BITCOIN TRUST ETF | 43K | $1M+ | SH |
| UBS | UBS GROUP AG | 46K | $1M+ | SH |
| SMFG | SUMITOMO MITSUI FINL GROUP I | 109K | $1M+ | SH |
| CM | CANADIAN IMPERIAL BANK OF CO | 23K | $1M+ | SH |
| RY | ROYAL BK CDA | 12K | $1M+ | SH |