Gradient Investments LLC Top Holdings and 13F Report (2026) About Gradient Investments LLCInvestment ActivityGradient Investments LLC has $6.45 billion in total holdings as of March 31, 2026.Gradient Investments LLC owns shares of 420 different stocks, but just 104 companies or ETFs make up 80% of its holdings.Approximately 9.77% of the portfolio was purchased this quarter.About 5.28% of the portfolio was sold this quarter.This quarter, Gradient Investments LLC has purchased 343 new stocks and bought additional shares in 175 stocks.Gradient Investments LLC sold shares of 136 stocks and completely divested from 16 stocks this quarter.Largest Holdings SPDR Portfolio S&P 500 ETF $321,348,340DoubleLine Mortgage ETF $151,618,942SPDR Gold MiniShares Trust $150,923,478NVIDIA $129,325,632Amazon.com $128,437,736 Largest New Holdings this Quarter G0593M107 - AstraZeneca $20,662,253 Holding78433H485 - NEOS ETF TRUST $12,131,618 Holding29446M102 - Equinor ASA $7,771,088 Holding20441A102 - Companhia de saneamento Basico Do Estado De Sao Paulo - Sabesp $5,743,652 Holding78440P306 - SK Telecom $5,529,395 Holding Largest Purchases this Quarter SPDR Gold MiniShares Trust 526,647 shares (about $48.81M)AstraZeneca 104,776 shares (about $20.66M)DoubleLine Mortgage ETF 417,018 shares (about $20.59M)iShares Core S&P 500 ETF 29,074 shares (about $18.99M)SPDR Portfolio S&P 500 ETF 158,967 shares (about $12.17M) Largest Sales this Quarter Innovator U.S. Equity Accelerated 9 Buffer ETF - July 1,068,650 shares (about $40.63M)NEOS S&P 500 High Income ETF 748,841 shares (about $36.97M)INNOVATOR ETFS TRUST 957,318 shares (about $28.11M)Invesco Ultra Short Duration ETF 309,542 shares (about $15.51M)ANGEL OAK FUNDS TRUST 301,283 shares (about $15.38M) 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$321,348,340$12,167,333 ▲3.9%4,198,4375.0%ETFDMBSDoubleLine Mortgage ETF$151,618,942$20,592,352 ▲15.7%3,070,4522.3%ETFGLDMSPDR Gold MiniShares Trust$150,923,478$48,814,899 ▲47.8%1,628,2612.3%FinanceNVDANVIDIA$129,325,632$5,243,860 ▼-3.9%741,5462.0%Computer and TechnologyAMZNAmazon.com$128,437,736$1,749,675 ▲1.4%616,6892.0%Retail/WholesaleAAPLApple$125,186,585$3,403,834 ▼-2.6%493,2681.9%Computer and TechnologyAVDEAvantis International Equity ETF$120,030,475$4,474,039 ▲3.9%1,414,7861.9%ETFMSFTMicrosoft$118,304,431$7,564,791 ▲6.8%319,5951.8%Computer and TechnologyJMBSJanus Henderson Mortgage-Backed Securities ETF$106,033,619$5,408,453 ▲5.4%2,346,9151.6%ETFGOOGAlphabet$105,093,389$9,085,424 ▼-8.0%366,3581.6%Computer and TechnologySPDWSPDR Portfolio Developed World ex-US ETF$103,411,828$3,623,926 ▲3.6%2,265,3191.6%ETFSPABSPDR Portfolio Aggregate Bond ETF$94,778,032$1,137,323 ▼-1.2%3,699,3771.5%ETFAIM ETF PRODUCTS TRUST$94,330,068$3,810,716 ▲4.2%3,368,9311.5%ALLIANZIM US EQUAVEMAvantis Emerging Markets Equity ETF$92,141,335$3,070,663 ▲3.4%1,143,4761.4%ETFRECSColumbia Research Enhanced Core ETF$90,446,052$4,612,660 ▲5.4%2,320,3191.4%ETFMETAMeta Platforms$80,827,479$1,574,498 ▼-1.9%141,2751.3%Computer and TechnologyXFIVBondBloxx Bloomberg Five Year Target Duration US Treasury ETF$73,408,301$11,358,465 ▲18.3%1,493,2531.1%ETFJAAAJanus Henderson AAA CLO ETF$70,887,574$7,571,317 ▲12.0%1,407,3371.1%ETFQQQMInvesco NASDAQ 100 ETF$66,310,636$3,566,672 ▲5.7%279,0621.0%ETFIETCiShares U.S. Tech Independence Focused ETF$64,027,502$4,482,810 ▲7.5%724,4571.0%ETFCVXChevron$63,814,960$6,387,620 ▼-9.1%308,4341.0%EnergyDOUBLELINE ETF TRUST$63,040,740$7,249,477 ▲13.0%1,241,2531.0%ASSET BACKED SECGSThe Goldman Sachs Group$59,307,769$2,334,072 ▼-3.8%70,1050.9%FinanceAVGOBroadcom$58,440,794$22,904 ▼0.0%188,8170.9%Computer and TechnologyJPMJPMorgan Chase & Co.$56,949,886$45,889 ▲0.1%193,6020.9%FinancePRFDPIMCO Preferred and Capital Securities Active Exchange-Traded Fund$56,878,761$2,330,669 ▲4.3%1,122,5330.9%ETFBONDBLOXX ETF TRUST$56,493,156$8,815,561 ▲18.5%1,104,5680.9%BBB RATED 1 5 YEGSYInvesco Ultra Short Duration ETF$55,135,692$15,514,240 ▼-22.0%1,100,0740.9%ETFANGEL OAK FUNDS TRUST$54,998,984$15,375,976 ▼-21.8%1,077,6720.9%OAK ULTRASHORTMSMorgan Stanley$53,899,191$370,447 ▼-0.7%327,5150.8%FinanceTGTTarget$51,655,484$3,813,440 ▼-6.9%426,2000.8%Retail/WholesaleSPYINEOS S&P 500 High Income ETF$51,167,431$36,970,293 ▼-41.9%1,036,4070.8%ETFFEBTAllianzIM U.S. Large Cap Buffer10 Feb ETF$51,041,165$370,778 ▲0.7%1,362,6930.8%ETFXSVNBondBloxx Bloomberg Seven Year Target Duration US Treasury ETF$50,892,906$7,959,697 ▲18.5%1,066,4900.8%ETFWALMART INC$47,611,361$3,158,697 ▼-6.2%383,0980.7%COMXTREBondBloxx Bloomberg Three Year Target Duration US Treasury ETF$45,321,289$7,132,111 ▲18.7%915,3970.7%ETFXLFFinancial Select Sector SPDR Fund$45,193,609$2,885,332 ▲6.8%915,4060.7%ETFIGTRInnovator Gradient Tactical Rotation Strategy ETF$44,211,531$4,389,362 ▼-9.0%1,559,5340.7%ETFKOCocaCola$42,871,437$1,772,878 ▼-4.0%563,7270.7%Consumer StaplesBILSPDR Bloomberg 1-3 Month T-Bill ETF$41,520,659$2,225,938 ▲5.7%453,0840.6%ETFMDTMedtronic$41,419,048$97,828 ▼-0.2%478,0040.6%MedicalUNHUnitedHealth Group$41,099,383$2,422,863 ▲6.3%151,8880.6%MedicalIGIBiShares 5-10 Year Investment Grade Corporate Bond ETF$40,353,557$1,946,416 ▲5.1%758,2400.6%ManufacturingAVUSAvantis U.S. Equity ETF$39,775,356$6,553,401 ▲19.7%357,7560.6%ETFFTSMFirst Trust Enhanced Short Maturity ETF$39,629,655$2,079,507 ▲5.5%662,9250.6%ManufacturingBRK.BBerkshire Hathaway$39,567,050$668,963 ▼-1.7%82,5690.6%FinanceETNEaton$39,538,988$3,141,416 ▼-7.4%110,5460.6%IndustrialsXTENBondBloxx Bloomberg Ten Year Target Duration US Treasury ETF$39,382,270$5,499,301 ▲16.2%858,7500.6%ETFBONDBLOXX ETF TRUST$38,977,434$6,296,019 ▲19.3%792,7080.6%BONDBLOXX PRIVATMCDMcDonald's$38,909,279$542,328 ▼-1.4%125,1950.6%Retail/WholesaleINNOVATOR ETFS TRUST$38,604,473$996,673 ▲2.7%1,866,7540.6%EQUITY DUAL DIRTSPTISPDR Portfolio Intermediate Term Treasury ETF$38,557,001$2,019,526 ▲5.5%1,345,3250.6%ETFMUBiShares National Muni Bond ETF$38,451,399$8,868,737 ▲30.0%362,2360.6%ETFVVisa$37,938,486$211,266 ▲0.6%125,5240.6%Business ServicesABTAbbott Laboratories$37,235,740$1,656,375 ▲4.7%362,6740.6%MedicalIVViShares Core S&P 500 ETF$36,713,312$18,991,581 ▲107.2%56,2040.6%ETFPGProcter & Gamble$36,148,476$407,755 ▼-1.1%250,2660.6%Consumer StaplesINNOVATOR ETFS TRUST$35,885,004$980,205 ▲2.8%1,239,6410.6%GROWTH 100 PWR BJNJJohnson & Johnson$34,000,029$3,121,000 ▼-8.4%139,0940.5%MedicalBACBank of America$33,929,079$479,651 ▲1.4%695,9810.5%FinanceCOPConocoPhillips$33,595,509$2,643,040 ▼-7.3%254,5110.5%EnergyLOWLowe's Companies$33,457,329$2,823,080 ▼-7.8%141,6000.5%Retail/WholesaleNFLXNetflix$32,596,858$1,259,853 ▲4.0%339,0210.5%Consumer DiscretionaryINVESCO GALAXY BITCOIN ETF$31,484,673$3,473,288 ▲12.4%466,6470.5%COM SHS BEN INTLAM RESEARCH CORP$30,723,380$5,194,917 ▼-14.5%143,7960.5%COM NEWSMOTVanEck Morningstar SMID Moat ETF$30,616,526$1,656,569 ▲5.7%870,0350.5%ETFPANWPalo Alto Networks$28,758,352$1,034,545 ▲3.7%179,3810.4%Computer and TechnologyPWRQuanta Services$27,662,996$3,718,522 ▼-11.8%50,3860.4%ConstructionSBUXStarbucks$27,656,483$1,938,994 ▼-6.6%308,7010.4%Retail/WholesaleURIUnited Rentals$26,700,007$2,019,549 ▼-7.0%36,6480.4%ConstructionJULTAllianzIM U.S. Large Cap Buffer10 Jul ETF$25,913,113$302,439 ▲1.2%589,4810.4%ETFBLOKAmplify Transformational Data Sharing ETF$25,833,923$1,448,575 ▲5.9%518,6490.4%ETFINNOVATOR ETFS TRUST$25,816,682$617,141 ▲2.4%787,3340.4%INNOVATOR INTERAPHAmphenol$25,627,732$1,468,694 ▼-5.4%202,8310.4%Computer and TechnologyCSHINEOS Enhanced Income 1-3 Month T-Bill ETF$25,407,193$1,437,247 ▲6.0%510,3900.4%ETFCOSTCostco Wholesale$25,218,167$3,025,104 ▼-10.7%25,3090.4%Retail/WholesaleCRPTFirst Trust SkyBridge Crypto Industry and Digital Economy ETF$25,179,020$2,732,129 ▲12.2%2,163,1460.4%ETFARK ETF TR$24,701,962$1,747,876 ▲7.6%204,8090.4%NEXT GNRTN INTERECLEcolab$24,701,791$2,044,361 ▼-7.6%92,8570.4%Basic MaterialsMLMMartin Marietta Materials$24,599,237$1,425,787 ▼-5.5%41,7870.4%ConstructionBKRBaker Hughes$23,968,732$3,955,493 ▼-14.2%392,6080.4%EnergyCOHEN & STEERS ETF TRUST$23,788,683$387,262 ▲1.7%633,0140.4%NATURAL RES ACTIXOMExxonMobil$23,706,501$658,792 ▼-2.7%139,7290.4%EnergyWCNWaste Connections$23,532,715$117,769 ▼-0.5%144,8700.4%Business ServicesNEENextEra Energy$22,989,329$1,688,747 ▼-6.8%247,5160.4%UtilitiesCHATRoundhill Generative AI & Technology ETF$22,776,251$662,475 ▲3.0%368,2500.4%ETFMLPAGlobal X MLP ETF$22,722,432$1,956,883 ▼-7.9%421,8010.4%ETFSSGA ACTIVE TR$22,585,106$3,139,753 ▲16.1%895,3180.3%STATE STREET IGEQIXEquinix$22,191,165$3,115,134 ▼-12.3%22,6390.3%FinanceLYBLyondellBasell Industries$21,870,685$1,392,883 ▼-6.0%271,4830.3%Basic MaterialsEXRExtra Space Storage$21,350,165$1,295,169 ▼-5.7%162,8170.3%FinanceGOOGLAlphabet$21,245,402$4,852,263 ▲29.6%73,8820.3%Computer and TechnologySPTLSPDR Portfolio Long Term Treasury ETF$21,052,131$1,272,657 ▲6.4%800,4610.3%ETFETF SER SOLUTIONS$20,837,363$556,673 ▲2.7%194,1970.3%DEFIANCE QUANTUMAZNCFAstraZeneca$20,662,253$20,662,253 ▲New Holding104,7760.3%MedicalTJXTJX Companies$20,647,333$456,264 ▼-2.2%129,2880.3%Retail/WholesaleTOLZDJ Brookfield Global Infrastructure ETF$20,436,218$884,945 ▲4.5%340,7170.3%ETFDXCMDexCom$20,049,451$800,511 ▼-3.8%319,2590.3%MedicalLOUPInnovator Deepwater Frontier Tech ETF$19,842,202$619,535 ▲3.2%288,2160.3%ETFPYPLPayPal$19,423,004$2,714,572 ▲16.2%429,4270.3%Business ServicesShowing 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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