Universe · entity
Gradient Investments LLC
Institutional manager (13F) · CIK 1542265
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $3.7B
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | SPDR SERIES TRUST | $321M | 4,198,437 |
| 2 | DOUBLELINE ETF TRUST | $152M | 3,070,452 |
| 3 | WORLD GOLD TR | $151M | 1,628,261 |
| 4 | NVIDIA CORPORATION | $129M | 741,546 |
| 5 | AMAZON COM INC | $128M | 616,689 |
| 6 | APPLE INC | $125M | 493,268 |
| 7 | AMERICAN CENTY ETF TR | $120M | 1,414,786 |
| 8 | MICROSOFT CORP | $118M | 319,595 |
| 9 | JANUS DETROIT STR TR | $106M | 2,346,915 |
| 10 | ALPHABET INC | $105M | 366,358 |
| 11 | SPDR INDEX SHS FDS | $103M | 2,265,319 |
| 12 | SPDR SERIES TRUST | $95M | 3,699,377 |
| 13 | AIM ETF PRODUCTS TRUST | $94M | 3,368,931 |
| 14 | AMERICAN CENTY ETF TR | $92M | 1,143,476 |
| 15 | COLUMBIA ETF TR I | $90M | 2,320,319 |
| 16 | META PLATFORMS INC | $81M | 141,275 |
| 17 | BONDBLOXX ETF TRUST | $73M | 1,493,253 |
| 18 | JANUS DETROIT STR TR | $71M | 1,407,337 |
| 19 | INVESCO EXCH TRADED FD TR II | $66M | 279,062 |
| 20 | ISHARES U S ETF TR | $64M | 724,457 |
| 21 | CHEVRON CORPORATION | $64M | 308,434 |
| 22 | DOUBLELINE ETF TRUST | $63M | 1,241,253 |
| 23 | GOLDMAN SACHS GROUP INC | $59M | 70,105 |
| 24 | BROADCOM INC | $58M | 188,817 |
| 25 | JPMORGAN CHASE & CO | $57M | 193,602 |
| 26 | PIMCO ETF TR | $57M | 1,122,533 |
| 27 | BONDBLOXX ETF TRUST | $56M | 1,104,568 |
| 28 | INVESCO ACTIVELY MANAGED EXC | $55M | 1,100,074 |
| 29 | ANGEL OAK FUNDS TRUST | $55M | 1,077,672 |
| 30 | MORGAN STANLEY | $54M | 327,515 |
| 31 | TARGET CORP | $52M | 426,200 |
| 32 | NEOS ETF TRUST | $51M | 1,036,407 |
| 33 | AIM ETF PRODUCTS TRUST | $51M | 1,362,693 |
| 34 | BONDBLOXX ETF TRUST | $51M | 1,066,490 |
| 35 | WALMART INC | $48M | 383,098 |
| 36 | BONDBLOXX ETF TRUST | $45M | 915,397 |
| 37 | SELECT SECTOR SPDR TR | $45M | 915,406 |
| 38 | INNOVATOR ETFS TRUST | $44M | 1,559,534 |
| 39 | COCA COLA CO | $43M | 563,727 |
| 40 | SPDR SERIES TRUST | $42M | 453,084 |
| 41 | MEDTRONIC PLC | $41M | 478,004 |
| 42 | UNITEDHEALTH GROUP INC | $41M | 151,888 |
| 43 | ISHARES TR | $40M | 758,240 |
| 44 | AMERICAN CENTY ETF TR | $40M | 357,756 |
| 45 | FIRST TR EXCHANGE-TRADED FD | $40M | 662,925 |
| 46 | BERKSHIRE HATHAWAY INC DEL | $40M | 82,569 |
| 47 | EATON CORP PLC | $40M | 110,546 |
| 48 | BONDBLOXX ETF TRUST | $39M | 858,750 |
| 49 | BONDBLOXX ETF TRUST | $39M | 792,708 |
| 50 | MCDONALDS CORP | $39M | 125,195 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.