Gradient Investments LLC Top Holdings and 13F Report (2024) → The “Next Bitcoin”? 10 CENT Crypto Set to Explode (From True Market Insiders) (Ad) About Gradient Investments LLCInvestment ActivityGradient Investments LLC has $4.31 billion in total holdings as of March 31, 2024.Gradient Investments LLC owns shares of 1,235 different stocks, but just 86 companies or ETFs make up 80% of its holdings.Approximately 13.97% of the portfolio was purchased this quarter.About NaN of the portfolio was sold this quarter.This quarter, Gradient Investments LLC has purchased 1,820 new stocks and bought additional shares in 165 stocks.Gradient Investments LLC sold shares of 708 stocks and completely divested from 682 stocks this quarter.Largest Holdings SPDR Portfolio S&P 500 ETF $222,720,903Innovator Gradient Tactical Rotation Strategy ETF $171,395,852iShares 5-10 Year Investment Grade Corporate Bond ETF $162,518,561SPDR Portfolio Developed World ex-US ETF $109,719,367SPDR Portfolio Aggregate Bond ETF $104,364,739 Largest New Holdings this Quarter AllianzIM U.S. Large Cap Buffer20 Mar ETF $24,756,037 HoldingNew York Times $15,190,188 HoldingRoundhill Generative AI & Technology ETF $1,873,351 HoldingSchwab Fundamental U.S. Large Company Index ETF $70,132 HoldingGRAYSCALE BITCOIN TR BTC $63,802 Holding Largest Purchases this Quarter Innovator U.S. Equity Buffer ETF - February 1,945,870 shares (about $76.43M)Innovator U.S. Equity Power Buffer ETF - February 2,166,427 shares (about $74.01M)iShares 5-10 Year Investment Grade Corporate Bond ETF 912,750 shares (about $47.10M)BondBloxx Bloomberg Five Year Target Duration US Treasury ETF 522,714 shares (about $25.35M)AllianzIM U.S. Large Cap Buffer20 Mar ETF 861,979 shares (about $24.76M) Largest Sales this Quarter SBA Communications 5 shares (about $∞T)Vanguard Consumer Staples ETF 120 shares (about $∞T)FlexShares Credit-Scored US Corporate Bond Index Fund 1,700 shares (about $∞T)SPDR S&P Capital Markets ETF 191 shares (about $∞T)Vanguard Intermediate-Term Corporate Bond ETF 791 shares (about $∞T) 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$222,720,903$8,393,739 ▼-3.6%3,619,7125.2%ETFIGTRInnovator Gradient Tactical Rotation Strategy ETF$171,395,852$24,226,093 ▼-12.4%6,127,4954.0%ETFIGIBiShares 5-10 Year Investment Grade Corporate Bond ETF$162,518,561$47,097,893 ▲40.8%3,149,5853.8%ManufacturingSPDWSPDR Portfolio Developed World ex-US ETF$109,719,367$3,771,587 ▼-3.3%3,061,3662.5%ETFSPABSPDR Portfolio Aggregate Bond ETF$104,364,739$4,649,801 ▼-4.3%4,128,3522.4%ETFDMBSDoubleLine Mortgage ETF$96,319,545$5,853,983 ▲6.5%1,978,0942.2%ETFJMBSJanus Henderson Mortgage-Backed Securities ETF$84,515,209$2,107,253 ▼-2.4%1,873,9512.0%ETFBFEBInnovator U.S. Equity Buffer ETF - February$76,450,821$76,433,773 ▲448,357.1%1,946,3041.8%ETFMSFTMicrosoft$75,327,089$6,881,307 ▲10.1%179,0431.7%Computer and TechnologyPFEBInnovator U.S. Equity Power Buffer ETF - February$74,077,600$74,005,147 ▲102,141.8%2,168,5481.7%ETFQUALiShares MSCI USA Quality Factor ETF$71,127,703$3,719,075 ▼-5.0%432,7821.6%ETFAMZNAmazon.com$70,939,906$2,967,614 ▲4.4%393,2801.6%Retail/WholesaleGBUYGoldman Sachs Future Consumer Equity ETF$69,592,963$3,220,269 ▼-4.4%2,195,4101.6%MiscellaneousULSTSPDR SSgA Ultra Short Term Bond ETF$63,150,615$4,035,381 ▲6.8%1,559,2741.5%ETFAAPLApple$63,077,563$8,081,169 ▼-11.4%367,8421.5%Computer and TechnologyGSYInvesco Ultra Short Duration ETF$63,023,543$4,111,435 ▲7.0%1,263,2501.5%ETFGOOGAlphabet$59,216,830$2,204,878 ▲3.9%388,9191.4%Computer and TechnologyGLDMSPDR Gold MiniShares Trust$58,919,122$2,293,111 ▼-3.7%1,337,5511.4%FinanceNVDANVIDIA$50,376,051$202,397 ▼-0.4%55,7531.2%Computer and TechnologyUNHUnitedHealth Group$45,856,346$4,163,902 ▲10.0%92,6951.1%MedicalJAAAJanus Henderson AAA CLO ETF$44,746,237$1,060,314 ▼-2.3%881,8731.0%ETFJ P MORGAN EXCHANGE TRADED F$43,832,931$1,323,244 ▼-2.9%783,1501.0%HEDGED EQUITY LAJPMJPMorgan Chase & Co.$40,860,895$1,998,197 ▼-4.7%203,9980.9%FinanceCVXChevron$39,967,408$2,509,330 ▲6.7%253,3750.9%Oils/EnergyGSThe Goldman Sachs Group$38,175,013$1,536,256 ▼-3.9%91,3960.9%FinanceFTSMFirst Trust Enhanced Short Maturity ETF$35,293,655$996,309 ▼-2.7%591,9770.8%ManufacturingIAIiShares U.S. Broker-Dealers & Securities Exchanges ETF$35,241,569$1,844,794 ▼-5.0%303,7800.8%ETFAVEMAvantis Emerging Markets Equity ETF$34,966,391$928,809 ▼-2.6%603,2850.8%ETFCIThe Cigna Group$34,719,719$7,459,526 ▼-17.7%95,5970.8%MedicalJNJJohnson & Johnson$34,621,868$287,747 ▲0.8%218,8630.8%MedicalMSMorgan Stanley$34,243,336$1,409,857 ▲4.3%363,6720.8%FinancePGProcter & Gamble$34,238,392$15,871,978 ▲86.4%211,0220.8%Consumer StaplesSMOTVanEck Morningstar SMID Moat ETF$34,094,560$1,519,806 ▼-4.3%999,5470.8%ETFMDTMedtronic$33,766,246$203,844 ▲0.6%387,4500.8%MedicalPRFDPIMCO Preferred and Capital Securities Active Exchange-Traded Fund$33,758,917$232,543 ▲0.7%680,2800.8%ETFIQLTiShares MSCI Intl Quality Factor ETF$32,505,138$1,293,035 ▼-3.8%819,5950.8%ETFMETAMeta Platforms$32,356,353$2,717,809 ▲9.2%66,6340.8%Computer and TechnologyBACBank of America$31,633,995$999,495 ▼-3.1%834,2300.7%FinanceADPAutomatic Data Processing$30,205,690$1,240,204 ▲4.3%120,9490.7%Business ServicesXFIVBondBloxx Bloomberg Five Year Target Duration US Treasury ETF$30,086,248$25,351,629 ▲535.5%620,3350.7%ETFHYSPIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund$29,844,948$616,874 ▼-2.0%319,2660.7%ETFNEENextEra Energy$29,778,340$3,901,895 ▲15.1%465,9420.7%UtilitiesABTAbbott Laboratories$29,078,122$190,267 ▼-0.7%255,8340.7%MedicalMCDMcDonald's$28,963,972$14,625,076 ▲102.0%102,7270.7%Retail/WholesaleTGTTarget$26,588,504$491,933 ▲1.9%150,0400.6%Retail/WholesaleSBUXStarbucks$26,075,549$4,141,973 ▲18.9%285,3220.6%Retail/WholesalePYPLPayPal$25,379,598$2,228,286 ▲9.6%378,8570.6%Computer and TechnologyTBJLInnovator 20+ Year Treasury Bond 9 Buffer ETF - July$25,139,418$752,598 ▼-2.9%1,262,0190.6%ETFMLPAGlobal X MLP ETF$25,068,049$3,106,141 ▲14.1%519,8680.6%ETFMARWAllianzIM U.S. Large Cap Buffer20 Mar ETF$24,756,037$24,756,037 ▲New Holding861,9790.6%ETFXSVNBondBloxx Bloomberg Seven Year Target Duration US Treasury ETF$24,218,909$20,461,801 ▲544.6%510,1940.6%ETFAMDAdvanced Micro Devices$24,046,282$5,247,919 ▼-17.9%133,2280.6%Computer and TechnologyWMTWalmart$23,007,488$16,021,876 ▲229.4%382,3750.5%Retail/WholesaleDXCMDexCom$22,169,930$971,177 ▲4.6%159,8410.5%MedicalBRK.BBerkshire Hathaway$22,056,766$388,562 ▲1.8%52,4510.5%FinanceMEMMatthews Emerging Markets Equity Active ETF$21,586,471$748,431 ▼-3.4%733,1140.5%ETFPANWPalo Alto Networks$20,793,696$889,608 ▼-4.1%73,1840.5%Computer and TechnologyCOPConocoPhillips$20,691,995$4,255,216 ▲25.9%162,5710.5%Oils/EnergyXOMExxon Mobil$19,342,970$3,269,375 ▼-14.5%166,4050.4%Oils/EnergyBSXBoston Scientific$19,315,829$446,486 ▼-2.3%282,0240.4%MedicalIJANInnovator MSCI EAFE Power Buffer ETF - January$19,254,421$19,240,843 ▲141,709.2%615,4520.4%ETFLOWLowe's Companies$19,217,693$461,828 ▲2.5%75,4430.4%Retail/WholesaleGPNGlobal Payments$19,171,665$658,409 ▼-3.3%143,4360.4%Business ServicesVVisa$19,145,655$516,017 ▼-2.6%68,6030.4%Business ServicesICVTiShares Convertible Bond ETF$19,033,789$721,823 ▼-3.7%238,4290.4%ETFAREAlexandria Real Estate Equities$18,789,813$1,119,456 ▼-5.6%145,7590.4%FinanceSLBSchlumberger$18,444,332$17,800,917 ▲2,766.6%336,5140.4%Oils/EnergyLRCXLam Research$18,420,967$4,206,898 ▲29.6%18,9600.4%Computer and TechnologyBALLBall$18,369,967$1,378,995 ▼-7.0%272,7130.4%Industrial ProductsXTREBondBloxx Bloomberg Three Year Target Duration US Treasury ETF$18,239,406$15,403,642 ▲543.2%373,0320.4%ETFDOVDover$17,926,758$1,544,735 ▼-7.9%101,1730.4%Industrial ProductsCOSTCostco Wholesale$17,779,228$1,865,984 ▼-9.5%24,2680.4%Retail/WholesaleEXRExtra Space Storage$17,759,267$10,261,364 ▼-36.6%120,8110.4%FinanceHDHome Depot$17,617,550$3,559,031 ▼-16.8%45,9270.4%Retail/WholesaleKVUEKenvue$17,356,139$1,402,797 ▲8.8%808,7670.4%Consumer StaplesAMPAmeriprise Financial$17,313,547$2,558,734 ▼-12.9%39,4890.4%FinanceORCLOracle$17,185,595$16,753,371 ▲3,876.1%136,8170.4%Computer and TechnologyJEPIJPMorgan Equity Premium Income ETF$17,183,989$795,458 ▼-4.4%296,9930.4%ETFBXBlackstone$17,116,810$1,497,483 ▼-8.0%130,2950.4%FinanceRTXRTX$17,107,133$2,586,200 ▼-13.1%175,4040.4%AerospaceABBVAbbVie$17,096,814$15,377,973 ▲894.7%93,8870.4%MedicalCBChubb$17,054,136$1,623,969 ▼-8.7%65,8130.4%FinanceNOWServiceNow$17,019,351$2,410,751 ▼-12.4%22,3230.4%Computer and TechnologySTZConstellation Brands$16,972,815$399,760 ▼-2.3%62,4550.4%Consumer StaplesMETMetLife$16,926,364$545,153 ▼-3.1%228,3950.4%Financial ServicesAXPAmerican Express$16,890,434$5,449,284 ▼-24.4%74,1820.4%FinanceAVGOBroadcom$16,828,234$3,207,398 ▼-16.0%12,6970.4%Computer and TechnologyCAHCardinal Health$16,793,393$16,763,180 ▲55,483.3%150,0750.4%MedicalAMTAmerican Tower$16,695,477$32,602 ▼-0.2%84,4960.4%FinanceLHXL3Harris Technologies$16,588,158$1,174,609 ▼-6.6%77,8420.4%AerospaceCVSCVS Health$16,582,117$728,847 ▼-4.2%207,9000.4%Retail/WholesaleICEIntercontinental Exchange$16,449,012$2,604,438 ▼-13.7%119,6900.4%FinanceSYYSysco$16,428,239$1,624,493 ▼-9.0%202,3680.4%Consumer StaplesMCHPMicrochip Technology$16,395,902$30,681 ▼-0.2%182,7660.4%Computer and TechnologyKOCoca-Cola$16,333,076$9,077,629 ▼-35.7%266,9680.4%Consumer StaplesSCHWCharles Schwab$16,291,509$20,455,191 ▼-55.7%225,2070.4%FinanceARESAres Management$16,248,518$2,042,036 ▼-11.2%122,1880.4%FinanceAMGNAmgen$16,216,350$1,518,826 ▼-8.6%57,0360.4%MedicalIPGInterpublic Group of Companies$16,096,471$341,049 ▼-2.1%493,3030.4%Business ServicesNFLXNetflix$16,075,046$2,313,354 ▼-12.6%26,4680.4%Consumer DiscretionaryShowing largest 100 holdings. 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