Gradient Investments LLC
423 holdingsFiling period: 2026-03-31Current AUM: $7.06Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | SPYM | SPDR SERIES TRUST | 4.20M | $321.3M | $369.0M | 5.23% | +159.0K | 2026-03-31 |
| 2 | DMBS | DOUBLELINE ETF TRUST | 3.07M | $151.6M | $148.0M | 2.10% | +417.0K | 2026-03-31 |
| 3 | GLDM | WORLD GOLD TR | 1.63M | $150.9M | $130.5M | 1.85% | +526.6K | 2026-03-31 |
| 4 | NVDA | NVIDIA CORPORATION | 741.5K | $129.3M | $148.9M | 2.11% | -30,068 | 2026-03-31 |
| 5 | AMZN | AMAZON COM INC | 616.7K | $128.4M | $167.5M | 2.37% | +8.4K | 2026-03-31 |
| 6 | AAPL | APPLE INC | 493.3K | $125.2M | $152.4M | 2.16% | -13,412 | 2026-03-31 |
| 7 | AVDE | AMERICAN CENTY ETF TR | 1.41M | $120.0M | $129.0M | 1.83% | +52.7K | 2026-03-31 |
| 8 | MSFT | MICROSOFT CORP | 319.6K | $118.3M | $148.5M | 2.10% | +20.4K | 2026-03-31 |
| 9 | JMBS | JANUS DETROIT STR TR | 2.35M | $106.0M | $103.5M | 1.47% | +119.7K | 2026-03-31 |
| 10 | GOOG | ALPHABET INC | 366.4K | $105.1M | $130.7M | 1.85% | -31,672 | 2026-03-31 |
| 11 | SPDW | SPDR INDEX SHS FDS | 2.27M | $103.4M | $113.4M | 1.61% | +79.4K | 2026-03-31 |
| 12 | SPAB | SPDR SERIES TRUST | 3.70M | $94.8M | $92.9M | 1.32% | -44,392 | 2026-03-31 |
| 13 | SEPU | AIM ETF PRODUCTS TRUST | 3.37M | $94.3M | $104.4M | 1.48% | +136.1K | 2026-03-31 |
| 14 | AVEM | AMERICAN CENTY ETF TR | 1.14M | $92.1M | $102.4M | 1.45% | +38.1K | 2026-03-31 |
| 15 | RECS | COLUMBIA ETF TR I | 2.32M | $90.4M | $101.5M | 1.44% | +118.3K | 2026-03-31 |
| 16 | META | META PLATFORMS INC | 141.3K | $80.8M | $78.6M | 1.11% | -2,752 | 2026-03-31 |
| 17 | XFIV | BONDBLOXX ETF TRUST | 1.49M | $73.4M | $71.9M | 1.02% | +231.1K | 2026-03-31 |
| 18 | JAAA | JANUS DETROIT STR TR | 1.41M | $70.9M | $71.1M | 1.01% | +150.3K | 2026-03-31 |
| 19 | QQQM | INVESCO EXCH TRADED FD TR II | 279.1K | $66.3M | $79.1M | 1.12% | +15.0K | 2026-03-31 |
| 20 | IETC | ISHARES U S ETF TR | 724.5K | $64.0M | $74.5M | 1.06% | +50.7K | 2026-03-31 |
| 21 | CVX | CHEVRON CORPORATION | 308.4K | $63.8M | $60.7M | 0.86% | -30,873 | 2026-03-31 |
| 22 | DABS | DOUBLELINE ETF TRUST | 1.24M | $63.0M | $62.6M | 0.89% | +142.7K | 2026-03-31 |
| 23 | GS | GOLDMAN SACHS GROUP INC | 70.1K | $59.3M | $71.4M | 1.01% | -2,759 | 2026-03-31 |
| 24 | AVGO | BROADCOM INC | 188.8K | $58.4M | $73.5M | 1.04% | -74 | 2026-03-31 |
| 25 | JPM | JPMORGAN CHASE & CO | 193.6K | $56.9M | $68.1M | 0.96% | +156 | 2026-03-31 |
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