Gradient Investments LLC
CIK: 1542265SEC EDGAR →
Portfolio Value
$3.8T
Holdings
420
As of
Q1 2026
New Positions
420
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | SPDR SERIES TRUST | 4,198,437 | $321.3B | 8.47% |
| 2 | DOUBLELINE ETF TRUST | 3,070,452 | $151.6B | 3.99% |
| 3 | WORLD GOLD TR | 1,628,261 | $150.9B | 3.98% |
| 4 | AMERICAN CENTY ETF TR | 1,414,786 | $120.0B | 3.16% |
| 5 | JANUS DETROIT STR TR | 2,346,915 | $106.0B | 2.79% |
| 6 | SPDR INDEX SHS FDS | 2,265,319 | $103.4B | 2.72% |
| 7 | SPDR SERIES TRUST | 3,699,377 | $94.8B | 2.50% |
| 8 | AIM ETF PRODUCTS TRUST | 3,368,931 | $94.3B | 2.48% |
| 9 | AMERICAN CENTY ETF TR | 1,143,476 | $92.1B | 2.43% |
| 10 | COLUMBIA ETF TR I | 2,320,319 | $90.4B | 2.38% |
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 171 | $2.8T | 73.0% |
| Unknown | 31 | $332.1B | 8.7% |
| Technology | 40 | $210.8B | 5.6% |
| Consumer Defensive | 19 | $103.1B | 2.7% |
| Energy | 26 | $73.5B | 1.9% |
| Healthcare | 23 | $64.9B | 1.7% |
| Utilities | 16 | $52.2B | 1.4% |
| Consumer Cyclical | 28 | $51.7B | 1.4% |
| Communication Services | 14 | $47.9B | 1.3% |
| Industrials | 36 | $47.6B | 1.3% |
| Basic Materials | 9 | $24.6B | 0.6% |
| Real Estate | 7 | $18.3B | 0.5% |