GI

Gradient Investments LLC

13F
Gradient Investments LLC
Last update 2025-07-08 358 Stocks (55 new)
Value $5.47 Bil Turnover 10 %
Countries:
Top Holdings: SPLG(4.72%)MSFT(2.49%)NVDA(2.23%)AMZN(2.21%)SPAB(1.82%)
Summary Stock Picks Current Portfolio
Gradient Investments LLC Top Holdings of 2025-06-30 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
3,554,841
258,401.4
+3.12%
4.720
+0.14%
0.360
+19.64%
+7.80%
77,006.4
 
MSFT
Microsoft Corp
273,393
135,988.2
-0.71%
2.490
-0.01%
0.000
+39.39%
+21.87%
3,803,232.7
Software
NVDA
NVIDIA Corp
772,006
121,969.3
-3.79%
2.230
-0.07%
0.000
+70.47%
+28.85%
4,219,047.4
Semiconductors
AMZN
Amazon.com Inc
550,308
120,732.0
+1.28%
2.210
+0.03%
0.010
+29.70%
+2.05%
2,376,789.0
Retail - Cyclical
SPAB
SPDR Portfolio Aggregate Bond ETF
3,897,587
99,778.2
-4.24%
1.820
-0.09%
1.130
+1.04%
+3.19%
8,501.7
 
AAPL
Apple Inc
465,265
95,458.4
+5.66%
1.750
+0.09%
0.000
+6.76%
-15.93%
3,136,822.2
Hardware
DMBS
DoubleLine Mortgage ETF
1,875,326
92,022.3
+5.86%
1.680
+0.09%
21.260
+1.26%
+3.27%
427.2
 
META
Meta Platforms Inc
121,699
89,824.6
+2.88%
1.640
+0.05%
0.000
+39.98%
+19.99%
1,763,574.3
Interactive Media
JMBS
Janus Henderson Mortgage-Backed Securities ETF
Janus Henderson Mortgage-Backed Securities ETF
1,988,133
89,565.4
-0.08%
1.640
0%
1.610
+1.28%
+3.20%
5,853.9
 
AVDE
Avantis International Equity ETF
1,204,258
89,127.1
+0.94%
1.630
+0.02%
1.190
+13.19%
+22.23%
7,446.7
 

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
AZBO
AZBO
2025-06-30
Reduce
Reduce
-1.06%
●
33.24 ($35.54) 37.01
$27.59
-22.38%
Reduce -59.08%
1,031,815
-1,489,840
JUNW
AllianzIM U.S. Large Cap Buffer20 Jun ETF
AllianzIM U.S. Large Cap Buffer20 Jun ETF
2025-06-30
Sold Out
Sold Out
-0.87%
●
28.02 ($30.33) 31.86
$31.98
5.44%
Sold Out
0
-1,456,177
BAPR
Innovator U.S. Equity Buffer ETF - April
Innovator U.S. Equity Buffer ETF - April
2025-06-30
New Buy
New Buy
+0.86%
●
38.86 ($42.98) 45.19
$45.50
5.86%
New holding
1,035,285
1,035,285
FEBT
AllianzIM U.S. Large Cap Buffer10 Feb ETF
AllianzIM U.S. Large Cap Buffer10 Feb ETF
2025-06-30
New Buy
New Buy
+0.85%
●
30.01 ($33.16) 35.1
$35.47
6.98%
New holding
1,323,678
1,323,678
XBAP
Innovator U.S. Equity Accelerated 9 Buffer ETF - April
Innovator U.S. Equity Accelerated 9 Buffer ETF - April
2025-06-30
New Buy
New Buy
+0.84%
●
32.27 ($35.26) 36.74
$36.98
4.88%
New holding
1,249,798
1,249,798
XBJL
Innovator U.S. Equity Accelerated 9 Buffer ETF - July
Innovator U.S. Equity Accelerated 9 Buffer ETF - July
2025-06-30
Reduce
Reduce
-0.65%
●
30.83 ($34.43) 35.99
$36.26
5.33%
Reduce -46.6%
1,092,508
-953,576
XBOC
Innovator U.S. Equity Accelerated 9 Buffer ETF - October
Innovator U.S. Equity Accelerated 9 Buffer ETF - October
2025-06-30
Reduce
Reduce
-0.64%
●
27.12 ($30.17) 31.85
$31.99
6.04%
Reduce -98.82%
12,815
-1,072,884
NAPR
Innovator Growth-100 Power Buffer ETF - April
Innovator Growth-100 Power Buffer ETF - April
2025-06-30
New Buy
New Buy
+0.61%
●
44.44 ($48.74) 51.01
$51.39
5.43%
New holding
655,603
655,603
AZAL
AZAL
2025-06-30
New Buy
New Buy
+0.46%
●
35.2 ($38.95) 41.75
$27.75
-28.74%
New holding
605,507
605,507
ISEP
Innovator International Developed Power Buffer ETF September
Innovator International Developed Power Buffer ETF September
2025-06-30
New Buy
New Buy
+0.41%
●
27.25 ($29.65) 30.92
$30.61
3.25%
New holding
727,954
727,954

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 2025-06-30

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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