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 LUV
Shares Held
Position Value (USD)
25 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $16,999,147 | 452,466 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $20,802,876 | 503,336 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $18,446,788 | 578,088 | Shares | Sole | 2025-10-06 | |
| 2025-06-30 | $17,790,842 | 548,423 | Shares | Sole | 2025-07-08 | |
| 2025-03-31 | $17,630,910 | 525,042 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $16,050,524 | 477,410 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $14,687,146 | 495,685 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $11,649,276 | 407,175 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $9,873,605 | 338,253 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $10,929,000 | 378,428 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $7,433,259 | 274,594 | Shares | Sole | 2023-10-27 | |
| 2023-06-30 | $9,341,998 | 257,995 | Shares | Sole | 2023-07-11 | |
| 2023-03-31 | $8,605,463 | 264,458 | Shares | Sole | 2023-04-17 | |
| 2022-12-31 | $7,971,608 | 236,757 | Shares | Sole | 2023-01-10 | |
| 2022-09-30 | $10,346,357 | 335,485 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $13,450,148 | 372,374 | Shares | Sole | 2022-07-11 | |
| 2022-03-31 | $11,905,984 | 259,956 | Shares | Sole | 2022-05-26 | |
| 2021-12-31 | $11,583,164 | 270,382 | Shares | Sole | 2022-01-12 | |
| 2021-09-30 | $11,680,935 | 227,123 | Shares | Sole | 2021-10-18 | |
| 2021-06-30 | $8,634,398 | 162,637 | Shares | Sole | 2021-07-12 | |
| 2021-03-31 | $8,967,882 | 146,870 | Shares | Sole | 2021-04-21 | |
| 2020-12-31 | $29,737 | 638 | Shares | Sole | 2021-01-08 | |
| 2020-09-30 | $23,925 | 638 | Shares | Sole | 2020-10-06 | |
| 2020-06-30 | $17,944 | 525 | Shares | Sole | 2020-07-10 | |
| 2020-03-31 | $20,190 | 567 | Shares | Sole | 2020-04-07 | |
| No 13F history on record for this holder in this stock. | ||||||