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 251–300 of 343
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| VXUS | VANGUARD STAR FDS | 12K | $500K+ | SH |
| DUK | DUKE ENERGY CORP NEW | 7K | $500K+ | SH |
| SRE | SEMPRA | 9K | $500K+ | SH |
| DIS | DISNEY WALT CO | 7K | $500K+ | SH |
| HON | HONEYWELL INTL INC | 4K | $500K+ | SH |
| AFL | AFLAC INC | 7K | $500K+ | SH |
| ARW | ARROW ELECTRS INC | 7K | $500K+ | SH |
| BRK.A | BERKSHIRE HATHAWAY INC DEL | 1 | $500K+ | SH |
| PGR | PROGRESSIVE CORP | 3K | $500K+ | SH |
| MYCH | SSGA ACTIVE TR | 29K | $500K+ | SH |
| MUNI | PIMCO ETF TR | 14K | $500K+ | SH |
| BLDR | BUILDERS FIRSTSOURCE INC | 7K | $500K+ | SH |
| VUG | VANGUARD INDEX FDS | 1K | $500K+ | SH |
| FCNCA | FIRST CTZNS BANCSHARES INC D | 323 | $500K+ | SH |
| REGN | REGENERON PHARMACEUTICALS | 896 | $500K+ | SH |
| AMD | ADVANCED MICRO DEVICES INC | 3K | $500K+ | SH |
| SUSC | ISHARES TR | 27K | $500K+ | SH |
| BSJR | INVESCO EXCH TRD SLF IDX FD | 28K | $500K+ | SH |
| VLO | VALERO ENERGY CORP | 4K | $500K+ | SH |
| GLD | SPDR GOLD TR | 2K | $500K+ | SH |
| TAXX | BONDBLOXX ETF TRUST | 12K | $500K+ | SH |
| BSJQ | INVESCO EXCH TRD SLF IDX FD | 25K | $500K+ | SH |
| AXP | AMERICAN EXPRESS CO | 2K | $500K+ | SH |
| VIG | VANGUARD SPECIALIZED FUNDS | 3K | $500K+ | SH |
| T | AT&T INC | 23K | $500K+ | SH |
| SPIB | SPDR SERIES TRUST | 17K | $500K+ | SH |
| WEC | WEC ENERGY GROUP INC | 5K | $500K+ | SH |
| CNQ | CANADIAN NAT RES LTD | 16K | $500K+ | SH |
| HYD | VANECK ETF TRUST | 10K | $500K+ | SH |
| PLTR | PALANTIR TECHNOLOGIES INC | 3K | $500K+ | SH |
| PEP | PEPSICO INC | 4K | $500K+ | SH |
| MPC | MARATHON PETE CORP | 3K | $100K–$500K | SH |
| AOS | SMITH A O CORP | 7K | $100K–$500K | SH |
| DFUV | DIMENSIONAL ETF TRUST | 9K | $100K–$500K | SH |
| SMMU | PIMCO ETF TR | 9K | $100K–$500K | SH |
| FANG | DIAMONDBACK ENERGY INC | 3K | $100K–$500K | SH |
| SLV | ISHARES SILVER TR | 6K | $100K–$500K | SH |
| MRK | MERCK & CO INC | 4K | $100K–$500K | SH |
| SO | SOUTHERN CO | 5K | $100K–$500K | SH |
| AR | ANTERO RESOURCES CORP | 11K | $100K–$500K | SH |
| WMB | WILLIAMS COS INC | 7K | $100K–$500K | SH |
| MEC | MAYVILLE ENGR CO INC | 21K | $100K–$500K | SH |
| KR | KROGER CO | 6K | $100K–$500K | SH |
| ET | ENERGY TRANSFER L P | 24K | $100K–$500K | SH |
| QUAL | ISHARES TR | 2K | $100K–$500K | SH |
| HAL | HALLIBURTON CO | 13K | $100K–$500K | SH |
| XLK | SELECT SECTOR SPDR TR | 3K | $100K–$500K | SH |
| IVW | ISHARES TR | 3K | $100K–$500K | SH |
| SCHG | SCHWAB STRATEGIC TR | 11K | $100K–$500K | SH |
| LNG | CHENIERE ENERGY INC | 2K | $100K–$500K | SH |