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 301–343 of 343
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| MGK | VANGUARD WORLD FD | 855 | $100K–$500K | SH |
| PM | PHILIP MORRIS INTL INC | 2K | $100K–$500K | SH |
| CEF | SPROTT ASSET MANAGEMENT LP | 7K | $100K–$500K | SH |
| MA | MASTERCARD INCORPORATED | 594 | $100K–$500K | SH |
| VGT | VANGUARD WORLD FD | 450 | $100K–$500K | SH |
| BMY | BRISTOL-MYERS SQUIBB CO | 6K | $100K–$500K | SH |
| MCK | MCKESSON CORP | 410 | $100K–$500K | SH |
| VTV | VANGUARD INDEX FDS | 2K | $100K–$500K | SH |
| VEA | VANGUARD TAX-MANAGED FDS | 5K | $100K–$500K | SH |
| TFC | TRUIST FINL CORP | 7K | $100K–$500K | SH |
| ULST | SSGA ACTIVE ETF TR | 8K | $100K–$500K | SH |
| ITOT | ISHARES TR | 2K | $100K–$500K | SH |
| XLY | SELECT SECTOR SPDR TR | 3K | $100K–$500K | SH |
| NOC | NORTHROP GRUMMAN CORP | 521 | $100K–$500K | SH |
| ARKX | ARK ETF TR | 10K | $100K–$500K | SH |
| CMS | CMS ENERGY CORP | 4K | $100K–$500K | SH |
| FNDF | SCHWAB STRATEGIC TR | 6K | $100K–$500K | SH |
| HDV | ISHARES TR | 2K | $100K–$500K | SH |
| CL | COLGATE PALMOLIVE CO | 3K | $100K–$500K | SH |
| COFS | CHOICEONE FINL SVCS INC | 9K | $100K–$500K | SH |
| JKHY | HENRY JACK & ASSOC INC | 2K | $100K–$500K | SH |
| EVRG | EVERGY INC | 4K | $100K–$500K | SH |
| INTC | INTEL CORP | 7K | $100K–$500K | SH |
| CSX | CSX CORP | 7K | $100K–$500K | SH |
| IDV | ISHARES TR | 7K | $100K–$500K | SH |
| VEU | VANGUARD INTL EQUITY INDEX F | 3K | $100K–$500K | SH |
| CRM | SALESFORCE INC | 966 | $100K–$500K | SH |
| CEFA | GLOBAL X FDS | 7K | $100K–$500K | SH |
| LNT | ALLIANT ENERGY CORP | 4K | $100K–$500K | SH |
| NUE | NUCOR CORP | 2K | $100K–$500K | SH |
| SRLN | SSGA ACTIVE ETF TR | 6K | $100K–$500K | SH |
| VZ | VERIZON COMMUNICATIONS INC | 6K | $100K–$500K | SH |
| ATO | ATMOS ENERGY CORP | 1K | $100K–$500K | SH |
| BAPR | INNOVATOR ETFS TRUST | 5K | $100K–$500K | SH |
| QLD | PROSHARES TR | 3K | $100K–$500K | SH |
| XBAP | INNOVATOR ETFS TRUST | 6K | $100K–$500K | SH |
| VYM | VANGUARD WHITEHALL FDS | 2K | $100K–$500K | SH |
| MNST | MONSTER BEVERAGE CORP NEW | 3K | $100K–$500K | SH |
| BSRR | SIERRA BANCORP | 7K | $100K–$500K | SH |
| IEF | ISHARES TR | 2K | $100K–$500K | SH |
| CEG | CONSTELLATION ENERGY CORP | 582 | $100K–$500K | SH |
| VBK | VANGUARD INDEX FDS | 663 | $100K–$500K | SH |
| MBS | ANGEL OAK FUNDS TRUST | 11K | $50K–$100K | SH |