Gradient Investments LLC
CIK: 1542265SEC EDGAR →
Portfolio Value
$4.0T
Holdings
457
As of
Q3 2026
New Positions
41
Closed Positions
35
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | SPDR SERIES TRUST | 4,535,435 | $407.1B | 10.27% |
| 2 | AMERICAN CENTY ETF TR | 1,472,875 | $132.7B | 3.35% |
| 3 | AIM ETF PRODUCTS TRUST | 3,917,523 | $124.2B | 3.13% |
| 4 | DOUBLELINE ETF TRUST | 2,658,526 | $123.1B | 3.11% |
| 5 | JANUS DETROIT STR TR | 2,731,438 | $115.4B | 2.91% |
| 6 | COLUMBIA ETF TR I | 2,437,856 | $109.9B | 2.77% |
| 7 | SPDR INDEX SHS FDS | 2,158,701 | $108.4B | 2.74% |
| 8 | WORLD GOLD TR | 1,313,275 | $107.9B | 2.72% |
| 9 | AMERICAN CENTY ETF TR | 1,038,908 | $97.7B | 2.46% |
| 10 | BONDBLOXX ETF TRUST | 1,652,345 | $70.0B | 1.77% |
Quarterly Changes
New Positions (44)
$56.2B · 1.7M shares
$45.3B · 678K shares
$1.0B · 27K shares
$818.1M · 12K shares
GATES INDL CORP LTD
$815.9M · 31K shares
$801.9M · 29K shares
$514.8M · 6K shares
$421.2M · 15K shares
$419.2M · 8K shares
$347.2M · 5K shares
$327.6M · 3K shares
$327.3M · 6K shares
$307.3M · 11K shares
$268.9M · 3K shares
$243.4M · 4K shares
$240.9M · 3K shares
$230.3M · 3K shares
$217.5M · 4K shares
$212.0M · 5K shares
$210.4M · 3K shares
$208.5M · 7K shares
$151.6M · 73K shares
EXXONMOBIL HOLDINGS CORP
$24.6M · 151K shares
$22.2M · 84K shares
SPACE EXPLORATION TECHN CORP
$9.5M · 63K shares
$5.2M · 5K shares
$1.0M · 10K shares
$505K · 1K shares
$474K · 778 shares
$447K · 907 shares
$437K · 2K shares
$342K · 2K shares
$282K · 511 shares
$276K · 1K shares
$273K · 1K shares
$260K · 2K shares
$260K · 934 shares
$218K · 1K shares
$217K · 1K shares
$216K · 2K shares
$209K · 198 shares
$206K · 580 shares
$202K · 635 shares
$200K · 705 shares
Closed Positions (35)
$49.7B · 1.5M shares
$862.3M · 31K shares
$434.5M · 18K shares
$429.0M · 7K shares
$418.1M · 22K shares
$346.8M · 6K shares
$341.3M · 13K shares
$337.1M · 9K shares
$324.0M · 4K shares
$316.6M · 7K shares
$311.2M · 9K shares
$306.8M · 4K shares
$278.7M · 3K shares
$272.9M · 3K shares
$261.6M · 5K shares
$253.2M · 7K shares
$248.1M · 4K shares
$245.9M · 8K shares
$236.3M · 2K shares
$216.9M · 5K shares
$212.8M · 4K shares
$205.1M · 5K shares
$203.6M · 4K shares
$115.1M · 11K shares
$19.4M · 142K shares
$1.6M · 3K shares
$1.4M · 6K shares
$735K · 6K shares
$516K · 827 shares
$388K · 514 shares
$238K · 650 shares
$220K · 758 shares
$211K · 2K shares
$203K · 760 shares
$203K · 1K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 187 | $2.9T | 73.2% |
| Unknown | 40 | $381.1B | 9.6% |
| Technology | 45 | $182.8B | 4.6% |
| Consumer Defensive | 17 | $87.5B | 2.2% |
| Healthcare | 23 | $85.2B | 2.2% |
| Consumer Cyclical | 36 | $74.1B | 1.9% |
| Energy | 24 | $69.5B | 1.8% |
| Industrials | 39 | $52.7B | 1.3% |
| Utilities | 15 | $48.5B | 1.2% |
| Communication Services | 12 | $35.0B | 0.9% |
| Real Estate | 7 | $23.9B | 0.6% |
| Basic Materials | 12 | $20.7B | 0.5% |