Gradient Investments LLC
Top Portfolio Positions
278 positions ·
$3,202,068,785 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| GLDM |
World Gold Trust
|
1,628,261 | $150,923,512 | 4.71% |
| NVDA |
Nvidia Corp
Technology
|
741,546 | $129,325,622 | 4.04% |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
616,689 | $128,437,818 | 4.01% |
| AAPL |
Apple Inc.
Technology
|
493,268 | $125,186,485 | 3.91% |
| MSFT |
Microsoft Corp
Technology
|
319,595 | $118,304,481 | 3.69% |
| META |
Meta Platforms, Inc.
Communication Services
|
141,275 | $80,827,665 | 2.52% |
| CVX |
Chevron Corp
Energy
|
308,434 | $63,814,994 | 1.99% |
| GS |
Goldman Sachs Group Inc
Financial Services
|
70,105 | $59,308,128 | 1.85% |
| AVGO |
Broadcom Inc.
Technology
|
188,817 | $58,440,749 | 1.83% |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
193,602 | $56,949,964 | 1.78% |
Portfolio Trend
Holdings in EOG
Shares Held
Position Value (USD)
25 of 25 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $19,039,290 | 131,696 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $13,710,945 | 130,568 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $330,193 | 2,945 | Shares | Sole | 2025-10-06 | |
| 2025-06-30 | $403,205 | 3,371 | Shares | Sole | 2025-07-08 | |
| 2025-03-31 | $445,377 | 3,473 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $474,629 | 3,872 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $514,093 | 4,182 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $517,703 | 4,113 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $508,036 | 3,974 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $447,152 | 3,697 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $425,279 | 3,355 | Shares | Sole | 2023-10-27 | |
| 2023-06-30 | $413,128 | 3,610 | Shares | Sole | 2023-07-11 | |
| 2023-03-31 | $410,146 | 3,578 | Shares | Sole | 2023-04-17 | |
| 2022-12-31 | $508,495 | 3,926 | Shares | Sole | 2023-01-10 | |
| 2022-09-30 | $313,402 | 2,805 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $302,495 | 2,739 | Shares | Sole | 2022-07-11 | |
| 2022-03-31 | $272,082 | 2,282 | Shares | Sole | 2022-05-26 | |
| 2021-12-31 | $153,054 | 1,723 | Shares | Sole | 2022-01-12 | |
| 2021-09-30 | $121,287 | 1,511 | Shares | Sole | 2021-10-18 | |
| 2021-06-30 | $141,931 | 1,701 | Shares | Sole | 2021-07-12 | |
| 2021-03-31 | $75,721 | 1,044 | Shares | Sole | 2021-04-21 | |
| 2020-12-31 | $80,440 | 1,613 | Shares | Sole | 2021-01-08 | |
| 2020-09-30 | $57,971 | 1,613 | Shares | Sole | 2020-10-06 | |
| 2020-06-30 | $90,377 | 1,784 | Shares | Sole | 2020-07-10 | |
| 2020-03-31 | $51,293 | 1,428 | Shares | Sole | 2020-04-07 | |
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