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
Holdings in NGG
Shares Held
Position Value (USD)
25 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $5,186,656 | 61,308 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $1,878,290 | 24,283 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $1,209,374 | 16,642 | Shares | Sole | 2025-10-06 | |
| 2025-06-30 | $747,374 | 10,044 | Shares | Sole | 2025-07-08 | |
| 2025-03-31 | $535,115 | 8,156 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $474,944 | 7,993 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $571,572 | 8,204 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $470,474 | 8,283 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $6,890 | 101 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $9,110 | 134 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $8,124 | 134 | Shares | Sole | 2023-10-27 | |
| 2023-06-30 | $9,560 | 142 | Shares | Sole | 2023-07-11 | |
| 2023-03-31 | $8,362 | 123 | Shares | Sole | 2023-04-17 | |
| 2022-12-31 | $6,092 | 101 | Shares | Sole | 2023-01-10 | |
| 2022-09-30 | $6,698 | 130 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $6,921 | 107 | Shares | Sole | 2022-07-11 | |
| 2022-03-31 | $8,225 | 107 | Shares | Sole | 2022-05-26 | |
| 2021-12-31 | $8,606 | 119 | Shares | Sole | 2022-01-12 | |
| 2021-09-30 | $437,624 | 7,339 | Shares | Sole | 2021-10-18 | |
| 2021-06-30 | $491,123 | 7,681 | Shares | Sole | 2021-07-12 | |
| 2021-03-31 | $467,877 | 7,898 | Shares | Sole | 2021-04-21 | |
| 2020-12-31 | $485,462 | 8,224 | Shares | Sole | 2021-01-08 | |
| 2020-09-30 | $522,421 | 9,040 | Shares | Sole | 2020-10-06 | |
| 2020-06-30 | $566,096 | 9,320 | Shares | Sole | 2020-07-10 | |
| 2020-03-31 | $1,172,334 | 20,119 | Shares | Sole | 2020-04-07 | |
| No 13F history on record for this holder in this stock. | ||||||