Gradient Investments LLC

CIK

1542265

City

ARDEN HILLS

State / Country

MN

Stock

PUK — Prudential PLC

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 PUK

Compact Export CSV

Shares Held

Position Value (USD)

13 quarters on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$4,906,250	172,573	+133.5%	Shares	Sole	2026-04-13
2025-12-31	$2,300,203	73,914	+37.8%	Shares	Sole	2026-01-08
2025-09-30	$1,501,271	53,636	+47.5%	Shares	Sole	2025-10-06
2025-06-30	$909,952	36,369	+13.5%	Shares	Sole	2025-07-08
2025-03-31	$688,967	32,045	+0.4%	Shares	Sole	2025-04-09
2024-12-31	$508,868	31,924	+32.8%	Shares	Sole	2025-01-21
2024-09-30	$445,553	24,032	+0.3%	Shares	Sole	2024-10-15
2024-06-30	$439,112	23,969	+1.2%	Shares	Sole	2024-07-18
2024-03-31	$456,352	23,682	+7.8%	Shares	Sole	2024-04-23
2023-12-31	$493,136	21,966	+81255.6%	Shares	Sole	2024-01-18
2023-09-30	$591	27	0.0%	Shares	Sole	2023-10-27
2023-06-30	$764	27	-28.9%	Shares	Sole	2023-07-11
2022-09-30	$756	38	—	Shares	Sole	2022-10-14
No 13F history on record for this holder in this stock.