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% |
Holdings in JEF
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| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $12,440,470 | 301,441 | Shares | Sole | 2026-04-13 | |
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