Gradient Investments LLC

CIK
1542265
City
ARDEN HILLS
State / Country
MN

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%

Portfolio Trend

37 quarters · across all stocks

Holdings in VOD

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Shares Held

Position Value (USD)

19 of 19 shown
Report Date Value (USD) Shares
2026-03-31 $5,324,935 354,523
2024-06-30 $133 15
2024-03-31 $133 15
2023-12-31 $1,766 203
2023-09-30 $1,924 203
2023-06-30 $6,312 668
2023-03-31 $7,540 683
2022-12-31 $8,935 883
2022-09-30 $11,103 980
2022-06-30 $19,989 1,283
2022-03-31 $87,554 5,268
2021-12-31 $18,931 1,268
2021-09-30 $16,500 1,068
2021-06-30 $21,241 1,240
2021-03-31 $14,522 788
2020-12-31 $15,705 953
2020-09-30 $12,789 953
2020-06-30 $17,263 1,083
2020-03-31 $16,138 1,172