GI

Gradient Investments LLC

13F
Gradient Investments LLC
Last update 2025-04-10 320 Stocks (37 new)
Value $4.96 Bil Turnover 14 %
Countries:
Top Holdings: SPLG(4.57%)SPAB(2.10%)AMZN(2.09%)MSFT(2.08%)AAPL(1.97%)
Summary Stock Picks Current Portfolio
Gradient Investments LLC Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
SPLG 		SPDR Portfolio S&P 500 ETF
3,447,304
226,694.7
-27.51%
4.570
-1.83%
0.380
-9.47%
-6.09%
59,580.2
 
SPAB 		SPDR Portfolio Aggregate Bond ETF
4,070,096
103,950.3
-6.46%
2.100
-0.14%
1.250
+1.56%
+1.76%
8,486.0
 
AMZN 		Amazon.com Inc
543,359
103,379.5
+12.28%
2.090
+0.23%
0.010
-19.53%
-13.86%
2,005,630.7
Retail - Cyclical
MSFT 		Microsoft Corp
275,343
103,360.8
+14.94%
2.080
+0.27%
0.000
-11.58%
-6.85%
2,913,005.9
Software
AAPL 		Apple Inc
440,334
97,811.3
+14.20%
1.970
+0.24%
0.000
-5.96%
-16.34%
3,143,819.4
Hardware
JMBS 		Janus Henderson Mortgage-Backed Securities ETF
1,989,708
89,934.8
+28.80%
1.810
+0.40%
1.750
+1.40%
+1.49%
5,103.9
 
AZBO 		AZBO
2,521,655
88,560.5
-8.25%
1.790
-0.16%
-
-4.85%
-3.91%
0
 
NVDA 		NVIDIA Corp
802,376
86,961.5
+22.95%
1.750
+0.33%
0.000
-22.16%
-17.33%
2,708,644.0
Semiconductors
DMBS 		DoubleLine Mortgage ETF
1,771,459
86,890.1
-21.63%
1.750
-0.48%
21.980
+1.62%
+1.43%
393.3
 
AVDE 		Avantis International Equity ETF
1,193,068
79,064.6
+72.58%
1.590
+0.67%
1.310
+7.02%
+11.29%
6,208.5
 

Gradient Investments LLC's Historical Top Holdings Breakdowns

Gradient Investments LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
SPLG 		SPDR Portfolio S&P 500 ETF2025-03-31Reduce
-1.83%
●
64.88 ($69.16) 72.1
$64.74
-6.39%
Reduce -27.51%
3,447,304
-1,308,021
JSI 		Janus Henderson Securitized Income ETF2025-03-31Reduce
-1.68%
●
51.63 ($52.09) 52.53
$52.00
-0.17%
Reduce -99.25%
12,149
-1,602,772
RECS 		Columbia Research Enhanced Core ETF2025-03-31New Buy
+1.35%
●
32.64 ($34.78) 36.12
$32.53
-6.47%
New holding
2,008,135
2,008,135
BBUS 		JPMorgan BetaBuilders U.S. Equity ETF2025-03-31New Buy
+1.15%
●
99.5 ($106.33) 110.96
$99.54
-6.39%
New holding
564,311
564,311
IGIB 		iShares Intermediate Credit Bond ETF2025-03-31Reduce
-1.05%
●
50.82 ($51.94) 52.7
$52.32
0.73%
Reduce -70.9%
413,487
-1,007,438
SPDW 		SPDR Portfolio Developed World ex-US ETF2025-03-31Reduce
-1.05%
●
33.84 ($36.14) 37.77
$37.54
3.87%
Reduce -41.98%
2,105,458
-1,523,106
DABS 		DoubleLine Asset-Backed Securities ETF2025-03-31New Buy
+0.93%
●
50 ($50.09) 50.19
$50.03
-0.12%
New holding
922,438
922,438
IGTR 		Innovator Gradient Tactical Rotation Strategy ETF2025-03-31Reduce
-0.85%
●
23.56 ($24.72) 25.67
$23.51
-4.90%
Reduce -36.56%
2,970,506
-1,712,107
XBJL 		Innovator U.S. Equity Accelerated 9 Buffer ETF - July2025-03-31Reduce
-0.77%
●
33.37 ($34.38) 34.93
$33.56
-2.38%
Reduce -35.1%
2,046,084
-1,106,606
AVDE 		Avantis International Equity ETF2025-03-31Add
+0.67%
●
60.63 ($65.05) 68.55
$68.30
5.00%
Add 72.58%
1,193,068
501,746

Gradient Investments LLC Total Holding History ($B)

To

Gradient Investments LLC's Asset Allocation

To

Gradient Investments LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Gradient Investments LLC's Hypothetical Growth since 2025-03-31

Gradient Investments LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Gradient Investments LLC's Holdings Heat Map

Size field:

Gradient Investments LLC's Holdings Bubble Chart

Gradient Investments LLC News

  • 1

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