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 | Open |
|---|---|---|---|---|---|
| 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
25 quarters · across all stocks
Holdings in KEY
Shares Held
Position Value (USD)
12 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $19,053,835 | 950,316 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $18,525,700 | 897,563 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $1,868,327 | 99,964 | Shares | Sole | 2025-10-06 | |
| 2025-06-30 | $1,972,693 | 113,243 | Shares | Sole | 2025-07-08 | |
| 2024-06-30 | $89,309 | 6,285 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $1,011 | 64 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $3,628 | 252 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $1,527 | 142 | Shares | Sole | 2023-10-27 | |
| 2023-06-30 | $2,060 | 223 | Shares | Sole | 2023-07-11 | |
| 2022-09-30 | $15,715 | 981 | Shares | Sole | 2022-10-14 | |
| 2020-12-31 | $1,427 | 87 | Shares | Sole | 2021-01-08 | |
| 2020-09-30 | $1,037 | 87 | Shares | Sole | 2020-10-06 | |
| No 13F history on record for this holder in this stock. | ||||||