Gradient Investments LLC Top Holdings and 13F Report (2025) About Gradient Investments LLCInvestment ActivityGradient Investments LLC has $5.99 billion in total holdings as of September 30, 2025.Gradient Investments LLC owns shares of 369 different stocks, but just 92 companies or ETFs make up 80% of its holdings.Approximately 17.52% of the portfolio was purchased this quarter.About 13.75% of the portfolio was sold this quarter.This quarter, Gradient Investments LLC has purchased 358 new stocks and bought additional shares in 191 stocks.Gradient Investments LLC sold shares of 118 stocks and completely divested from 30 stocks this quarter.Largest Holdings SPDR Portfolio S&P 500 ETF $293,749,314NVIDIA $147,865,739Microsoft $147,699,981Amazon.com $125,570,899Apple $122,719,363 Largest New Holdings this Quarter 00888H554 - AIM ETF PRODUCTS TRUST $89,664,762 Holding03463K752 - ANGEL OAK FUNDS TRUST $71,962,031 Holding46138G649 - Invesco NASDAQ 100 ETF $63,169,485 Holding45784N510 - INNOVATOR ETFS TRUST $36,409,825 Holding45783Y129 - INNOVATOR ETFS TRUST $34,221,121 Holding Largest Purchases this Quarter AIM ETF PRODUCTS TRUST 3,146,132 shares (about $89.66M)ANGEL OAK FUNDS TRUST 1,407,020 shares (about $71.96M)Invesco NASDAQ 100 ETF 255,623 shares (about $63.17M)iShares U.S. Tech Independence Focused ETF 500,628 shares (about $51.03M)Financial Select Sector SPDR Fund 814,272 shares (about $43.86M) Largest Sales this Quarter SPDR SSgA Ultra Short Term Bond ETF 1,787,796 shares (about $72.75M)iShares MSCI USA Quality Factor ETF 373,149 shares (about $72.57M)JPMorgan BetaBuilders U.S. Equity ETF 486,498 shares (about $58.70M)Innovator U.S. Equity Buffer ETF - April 1,014,650 shares (about $47.59M)Innovator U.S. Equity Accelerated 9 Buffer ETF - April 1,235,692 shares (about $46.79M) Sector Allocation Over TimeMap of 500 Largest Holdings ofGradient Investments LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorSPLGSPDR Portfolio S&P 500 ETF$293,749,314$15,263,061 ▲5.5%3,749,6724.9%ETFNVDANVIDIA$147,865,739$3,824,889 ▲2.7%792,5062.5%Computer and TechnologyMSFTMicrosoft$147,699,981$6,096,263 ▲4.3%285,1632.5%Computer and TechnologyAMZNAmazon.com$125,570,899$4,739,854 ▲3.9%571,8952.1%Retail/WholesaleAAPLApple$122,719,363$4,249,008 ▲3.6%481,9522.0%Computer and TechnologyDMBSDoubleLine Mortgage ETF$119,570,667$26,404,473 ▲28.3%2,406,8172.0%ETFGOOGAlphabet$119,299,583$424,995 ▲0.4%489,8362.0%Computer and TechnologyAVDEAvantis International Equity ETF$103,683,410$8,667,478 ▲9.1%1,314,1121.7%ETFSPABSPDR Portfolio Aggregate Bond ETF$99,123,768$1,628,860 ▼-1.6%3,834,5751.7%ETFJMBSJanus Henderson Mortgage-Backed Securities ETF$97,679,575$6,881,555 ▲7.6%2,138,8131.6%ETFMETAMeta Platforms$94,810,755$5,437,355 ▲6.1%129,1031.6%Computer and TechnologySPYINEOS S&P 500 High Income ETF$91,680,359$4,392,571 ▲5.0%1,752,9711.5%ETFSPDWSPDR Portfolio Developed World ex-US ETF$91,087,182$687,721 ▲0.8%2,128,7031.5%ETFAIM ETF PRODUCTS TRUST$89,664,762$89,664,762 ▲New Holding3,146,1321.5%ALLIANZIM US EQURECSColumbia Research Enhanced Core ETF$86,275,563$4,295,419 ▲5.2%2,138,1801.4%ETFAVEMAvantis Emerging Markets Equity ETF$80,417,518$3,615,346 ▲4.7%1,070,6631.3%ETFGLDMSPDR Gold MiniShares Trust$75,902,513$5,365,871 ▲7.6%992,8391.3%FinanceGSYInvesco Ultra Short Duration ETF$72,246,064$727,339 ▼-1.0%1,438,1881.2%ETFANGEL OAK FUNDS TRUST$71,962,031$71,962,031 ▲New Holding1,407,0201.2%OAK ULTRASHORTAVGOBroadcom$71,244,017$246,773 ▲0.3%215,9501.2%Computer and TechnologyIETCiShares U.S. Tech Independence Focused ETF$63,664,212$51,028,978 ▲403.9%624,5881.1%ETFQQQMInvesco NASDAQ 100 ETF$63,169,485$63,169,485 ▲New Holding255,6231.1%ETFGSThe Goldman Sachs Group$59,821,808$1,659,593 ▼-2.7%75,1201.0%FinanceJPMJPMorgan Chase & Co.$59,424,233$302,813 ▲0.5%188,3911.0%FinanceJAAAJanus Henderson AAA CLO ETF$59,125,891$4,235,559 ▲7.7%1,164,3541.0%ETFXFIVBondBloxx Bloomberg Five Year Target Duration US Treasury ETF$56,334,868$3,741,050 ▲7.1%1,137,3890.9%ETFPRFDPIMCO Preferred and Capital Securities Active Exchange-Traded Fund$54,088,144$2,195,128 ▲4.2%1,044,1730.9%ETFIGTRInnovator Gradient Tactical Rotation Strategy ETF$53,755,904$11,381,842 ▼-17.5%2,034,6670.9%ETFMSMorgan Stanley$53,580,733$933,571 ▲1.8%337,0710.9%FinanceJ P MORGAN EXCHANGE TRADED F$52,105,240$983,320 ▲1.9%801,6190.9%HEDGED EQUITY LADOUBLELINE ETF TRUST$51,629,930$2,766,092 ▲5.7%1,010,9500.9%ASSET BACKED SECCVXChevron$51,277,488$1,987,710 ▲4.0%330,2050.9%EnergyVVisa$50,508,604$966,448 ▲2.0%147,9540.8%Business ServicesFEBTAllianzIM U.S. Large Cap Buffer10 Feb ETF$49,220,848$189,432 ▲0.4%1,328,7920.8%ETFUNHUnitedHealth Group$48,861,096$6,325,565 ▲14.9%141,5030.8%MedicalXLFFinancial Select Sector SPDR Fund$44,237,250$43,864,847 ▲11,778.9%821,1850.7%ETFMDTMedtronic$44,121,171$1,103,260 ▲2.6%463,2630.7%MedicalWMTWalmart$43,357,046$2,472,925 ▲6.0%420,6970.7%Retail/WholesaleBONDBLOXX ETF TRUST$43,323,643$2,778,008 ▲6.9%837,9000.7%BBB RATED 1 5 YEJNJJohnson & Johnson$42,192,198$997,005 ▲2.4%227,5490.7%MedicalBRK.BBerkshire Hathaway$41,667,579$2,840,983 ▲7.3%82,8810.7%FinanceXBJLInnovator U.S. Equity Accelerated 9 Buffer ETF - July$41,217,903$308,067 ▲0.8%1,100,7350.7%ETFETNEaton$40,881,947$13,044,858 ▲46.9%109,2370.7%IndustrialsABTAbbott Laboratories$40,102,409$853,867 ▲2.2%299,4060.7%MedicalURIUnited Rentals$39,149,921$699,771 ▲1.8%41,0090.7%ConstructionXSVNBondBloxx Bloomberg Seven Year Target Duration US Treasury ETF$39,084,709$2,578,197 ▲7.1%811,1050.7%ETFMCDMcDonald's$37,962,141$1,097,648 ▲3.0%124,9210.6%Retail/WholesaleIGIBiShares 5-10 Year Investment Grade Corporate Bond ETF$37,447,218$15,442,049 ▲70.2%692,3130.6%ManufacturingLOWLowe's Companies$36,938,544$2,495,508 ▲7.2%146,9840.6%Retail/WholesaleAPHAmphenol$36,494,366$880,605 ▲2.5%294,9040.6%Computer and TechnologyINNOVATOR ETFS TRUST$36,409,825$36,409,825 ▲New Holding1,778,6920.6%EQUITY DUAL DIRTFTSMFirst Trust Enhanced Short Maturity ETF$36,291,457$10,938,552 ▲43.1%605,7660.6%ManufacturingKOCocaCola$36,216,125$1,059,198 ▲3.0%546,0810.6%Consumer StaplesBACBank of America$35,289,290$543,397 ▲1.6%684,0340.6%FinanceSPTISPDR Portfolio Intermediate Term Treasury ETF$35,216,381$1,872,691 ▲5.6%1,218,5600.6%ETFCRPTFirst Trust SkyBridge Crypto Industry and Digital Economy ETF$34,970,314$6,679,322 ▲23.6%1,569,5830.6%ETFXTREBondBloxx Bloomberg Three Year Target Duration US Treasury ETF$34,558,430$2,247,272 ▲7.0%693,4070.6%ETFPGProcter & Gamble$34,465,499$1,309,711 ▲4.0%224,3120.6%Consumer StaplesINNOVATOR ETFS TRUST$34,221,121$34,221,121 ▲New Holding1,181,8930.6%GROWTH 100 PWR BLAM RESEARCH CORP$33,688,236$956,178 ▲2.9%251,5930.6%COM NEWBILSPDR Bloomberg 1-3 Month T-Bill ETF$33,598,625$401,589 ▲1.2%366,1980.6%ETFNEENextEra Energy$33,400,235$1,302,051 ▲4.1%442,4460.6%UtilitiesPANWPalo Alto Networks$33,341,948$2,285,837 ▲7.4%163,7460.6%Computer and TechnologyNFLXNetflix$32,639,983$2,119,729 ▲6.9%27,2240.5%Consumer DiscretionaryXTENBondBloxx Bloomberg Ten Year Target Duration US Treasury ETF$31,138,995$10,894,538 ▲53.8%667,7890.5%ETFBONDBLOXX ETF TRUST$30,032,947$2,110,386 ▲7.6%593,8890.5%BONDBLOXX PRIVATPWRQuanta Services$29,203,798$1,570,239 ▲5.7%70,4690.5%ConstructionARKWARK Next Generation Internet ETF$28,918,210$4,887,683 ▲20.3%165,6160.5%ETFBLOKAmplify Transformational Data Sharing ETF$28,622,419$5,475,028 ▲23.7%426,9450.5%ETFSMOTVanEck Morningstar SMID Moat ETF$28,454,998$16,155,253 ▼-36.2%788,6640.5%ETFINNOVATOR ETFS TRUST$27,920,853$589,273 ▲2.2%953,4180.5%EQUITY DEF PROTNJULTAllianzIM U.S. Large Cap Buffer10 Jul ETF$26,680,887$114,993 ▲0.4%608,1280.4%ETFTGTTarget$25,473,781$1,435,557 ▲6.0%283,9890.4%Retail/WholesaleMLMMartin Marietta Materials$25,404,075$25,404,075 ▲New Holding40,3060.4%ConstructionEXRExtra Space Storage$24,668,133$7,761,697 ▼-23.9%175,0260.4%FinanceCOSTCostco Wholesale$24,381,300$1,671,702 ▲7.4%26,3400.4%Retail/WholesaleNOWServiceNow$24,301,823$1,730,126 ▲7.7%26,4070.4%Computer and TechnologyECLEcolab$24,004,421$1,294,812 ▲5.7%87,6520.4%Basic MaterialsINNOVATOR ETFS TRUST$23,822,189$623,970 ▲2.7%747,5340.4%INNOVATOR INTERCOPConocoPhillips$23,768,579$957,251 ▲4.2%251,2800.4%EnergySBUXStarbucks$23,127,899$7,939,384 ▼-25.6%273,3790.4%Retail/WholesalePYPLPayPal$23,066,837$1,324,771 ▲6.1%343,9730.4%Business ServicesCSHINEOS Enhanced Income 1-3 Month T-Bill ETF$22,996,798$1,632,755 ▲7.6%462,4980.4%ETFBKRBaker Hughes$22,982,232$613,579 ▲2.7%471,7210.4%EnergyBSXBoston Scientific$22,491,265$1,167,462 ▲5.5%230,3720.4%MedicalMLPAGlobal X MLP ETF$21,656,763$589,078 ▲2.8%447,2690.4%ETFWCNWaste Connections$21,601,137$1,397,790 ▲6.9%122,8730.4%Business ServicesSNPSSynopsys$20,980,916$634,993 ▲3.1%42,5240.4%Computer and TechnologyMUBiShares National Muni Bond ETF$20,872,605$7,250,276 ▲53.2%196,0050.3%ETFAVUSAvantis U.S. Equity ETF$20,576,875$10,108,648 ▲96.6%189,3000.3%ETFEQIXEquinix$20,147,924$814,564 ▲4.2%25,7240.3%FinanceORCLOracle$19,721,182$1,859,847 ▼-8.6%70,1220.3%Computer and TechnologyCHATRoundhill Generative AI & Technology ETF$19,645,806$3,706,236 ▲23.3%319,4440.3%ETFUBERUber Technologies$19,628,877$1,071,302 ▲5.8%200,3560.3%Computer and TechnologyDXCMDexCom$19,625,988$1,474,659 ▲8.1%291,6630.3%MedicalSPTLSPDR Portfolio Long Term Treasury ETF$19,389,488$3,200,068 ▲19.8%719,4620.3%ETFZBHZimmer Biomet$19,152,912$858,230 ▲4.7%194,4460.3%MedicalLUVSouthwest Airlines$18,446,794$946,610 ▲5.4%578,0880.3%TransportationLOUPInnovator Deepwater Frontier Tech ETF$18,154,557$3,872,578 ▲27.1%245,7250.3%ETFPODDInsulet$18,111,337$985,157 ▲5.8%58,6640.3%MedicalShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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