Gradient Investments LLC 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
GI Gradient Investments LLC | Institutional Filer | ▲ 2.46% | $6.45B | 420 |
Current Portfolio Holdings
Showing all 420 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | SPYM | SPDR SERIES TRUST | — | 4.2M | $321.3M | 4.98% |
| 2 | DMBS | DOUBLELINE ETF TRUST | — | 3.1M | $151.6M | 2.35% |
| 3 | GLDM | WORLD GOLD TR | — | 1.6M | $150.9M | 2.34% |
| 4 | NVDA | NVIDIA Corporation | Technology | 742K | $129.3M | 2.00% |
| 5 | AMZN | Amazon.com, Inc. | Consumer Cyclical | 617K | $128.4M | 1.99% |
| 6 | AAPL | Apple Inc. | Technology | 493K | $125.2M | 1.94% |
| 7 | AVDE | AMERICAN CENTY ETF TR | — | 1.4M | $120.0M | 1.86% |
| 8 | MSFT | Microsoft Corporation | Technology | 320K | $118.3M | 1.83% |
| 9 | JMBS | JANUS DETROIT STR TR | — | 2.3M | $106.0M | 1.64% |
| 10 | GOOG | Alphabet Inc. | Technology | 366K | $105.1M | 1.63% |
| 11 | SPDW | SPDR INDEX SHS FDS | — | 2.3M | $103.4M | 1.60% |
| 12 | SPAB | SPDR SERIES TRUST | — | 3.7M | $94.8M | 1.47% |
| 13 | SEPU | AIM ETF PRODUCTS TRUST | — | 3.4M | $94.3M | 1.46% |
| 14 | AVEM | AMERICAN CENTY ETF TR | — | 1.1M | $92.1M | 1.43% |
| 15 | RECS | COLUMBIA ETF TR I | — | 2.3M | $90.4M | 1.40% |
Showing 1 to 15 of 420 holdings