Gradient Investments LLC
Top Portfolio Positions
279 positions ·
$3,241,635,849 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| GLDM |
World Gold Trust
|
1,628,261 | $150,923,512 | 4.66% | |
| NVDA |
Nvidia Corp
Technology
|
741,546 | $129,325,622 | 3.99% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
616,689 | $128,437,818 | 3.96% | |
| AAPL |
Apple Inc.
Technology
|
493,268 | $125,186,485 | 3.86% | |
| MSFT |
Microsoft Corp
Technology
|
319,595 | $118,304,481 | 3.65% | |
| META |
Meta Platforms, Inc.
Communication Services
|
141,275 | $80,827,665 | 2.49% | |
| CVX |
Chevron Corp
Energy
|
308,434 | $63,814,994 | 1.97% | |
| GS |
Goldman Sachs Group Inc
Financial Services
|
70,105 | $59,308,128 | 1.83% | |
| AVGO |
Broadcom Inc.
Technology
|
188,817 | $58,440,749 | 1.80% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
193,602 | $56,949,964 | 1.76% |
Portfolio Trend
25 quarters · across all stocks
Holdings in HII
Shares Held
Position Value (USD)
21 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $16,087,625 | 42,347 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $15,237,176 | 44,806 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $1,692,334 | 5,878 | Shares | Sole | 2025-10-06 | |
| 2025-06-30 | $1,604,984 | 6,647 | Shares | Sole | 2025-07-08 | |
| 2024-06-30 | $9,360 | 38 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $20,985 | 72 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $44,658 | 172 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $35,187 | 172 | Shares | Sole | 2023-10-27 | |
| 2023-06-30 | $39,147 | 172 | Shares | Sole | 2023-07-11 | |
| 2023-03-31 | $35,607 | 172 | Shares | Sole | 2023-04-17 | |
| 2022-12-31 | $39,676 | 172 | Shares | Sole | 2023-01-10 | |
| 2022-09-30 | $38,098 | 172 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $37,465 | 172 | Shares | Sole | 2022-07-11 | |
| 2022-03-31 | $14,359 | 72 | Shares | Sole | 2022-05-26 | |
| 2021-12-31 | $13,445 | 72 | Shares | Sole | 2022-01-12 | |
| 2021-09-30 | $6,564 | 34 | Shares | Sole | 2021-10-18 | |
| 2021-06-30 | $7,165 | 34 | Shares | Sole | 2021-07-12 | |
| 2021-03-31 | $10,086 | 49 | Shares | Sole | 2021-04-21 | |
| 2020-12-31 | $8,353 | 49 | Shares | Sole | 2021-01-08 | |
| 2020-09-30 | $6,896 | 49 | Shares | Sole | 2020-10-06 | |
| 2020-06-30 | $5,932 | 34 | Shares | Sole | 2020-07-10 | |
| No 13F history on record for this holder in this stock. | ||||||