Gradient Investments LLC

13F Filings History

Latest 13F report
Q3 2024 - Oct 15, 2024
Value $
$4.8B
Signature - Title
Nicole Alexander - Chief Compliance Officer
Location
Arden Hills, MN
Summary
This page shows a list of all the recent 13F filings made by Gradient Investments LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Gradient Investments LLC reported 299 stock holdings with total value $4.8B as of Q3 2024. Top holdings included SPLG, IGTR, SIXJ, SPDW, and SPAB.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 299 $4.8B +$747M -$611M +$136M SPLG, IGTR, SIXJ, SPDW, SPAB 13F-HR 10/15/2024, 02:15 PM
Q2 2024 1,367 $4.45B +$642M -$449M +$193M SPLG, IGTR, SPDW, SPAB, IGIB 13F-HR 7/18/2024, 02:57 PM
Q1 2024 1,195 $4.31B +$602M -$681M -$78.1M SPLG, IGTR, IGIB, SPDW, SPAB 13F-HR 4/23/2024, 01:15 PM
Q4 2023 1,819 $4.14B +$581M -$584M -$2.47M SPLG, IGTR, IGIB, SPAB, SPDW 13F-HR 1/18/2024, 04:50 PM
Q3 2023 1,799 $3.79B +$462M -$410M +$52.1M IGTR, SPLG, SPDW, SPAB, IGIB 13F-HR 10/27/2023, 12:35 PM
Q2 2023 1,769 $3.88B +$812M -$730M +$81.2M IGTR, SPLG, SPAB, IGIB, SPDW 13F-HR 7/11/2023, 10:18 AM
Q1 2023 1,505 $3.67B +$991M -$628M +$362M IGTR, SPLG, SPAB, IGIB, SPDW 13F-HR 4/17/2023, 01:26 PM
Q4 2022 1,495 $3.17B +$522M -$785M -$264M SPLG, SPAB, IGIB, SPTI, SPDW 13F-HR 1/10/2023, 11:11 AM
Q3 2022 1,330 $3.27B +$1.17B -$1.12B +$48.7M BIL, SPAB, SPTI, SPLG, IGIB 13F-HR 10/14/2022, 10:22 AM
Q2 2022 1,203 $3.43B +$589M -$541M +$48.7M EELV, SPAB, FEZ, SPLG, SMDV 13F-HR 7/11/2022, 12:00 PM
Q1 2022 1,162 $3.89B +$1.12B -$1.04B +$78.4M EELV, SPAB, FEZ, SMDV, SPLG 13F-HR 5/26/2022, 04:25 PM
Q4 2021 1,214 $3.94B +$494M -$315M +$179M SPY, SPAB, SPLG, FEZ, SRLN 13F-HR 1/12/2022, 11:33 AM
Q3 2021 1,129 $3.57B +$1.1B -$929M +$171M SPY, SPAB, SPLG, SRLN, MBB 13F-HR 10/18/2021, 09:30 AM
Q2 2021 1,137 $3.42B +$300M -$117M +$183M SPHB, SPAB, SMDV, SPEM, SPYV 13F-HR 7/12/2021, 03:14 PM
Q1 2021 1,135 $3.08B +$1.5B -$1.11B +$387M SPHB, SPAB, SMDV, MBB, SPYV 13F-HR 4/21/2021, 12:50 PM
Q4 2020 1,121 $2.27B $0 -$23.7M -$23.7M SPY, SPAB, SPYV, SPEM, MBB 13F-HR 1/8/2021, 10:27 AM
Q3 2020 1,125 $2.38B +$397M -$308M +$88.7M SPY, SPAB, SPYV, SPEM, MBB 13F-HR 10/6/2020, 03:09 PM
Q2 2020 1,033 $2.19B +$474M -$382M +$92.6M SPY, SPAB, SPYV, SPEM, SPSB 13F-HR 7/10/2020, 11:05 AM
Q1 2020 1,077 $1.86B +$281M -$287M -$6.23M SPY, SPAB, SPYV, SPSB, SPEM 13F-HR 4/6/2020, 05:36 PM
Q4 2019 1,084 $2.25B +$838M -$720M +$118M SPY, SPAB, SPSB, SPYV, MBB 13F-HR 1/15/2020, 11:41 AM
Q3 2019 1,095 $2.04B +$208M -$161M +$46.2M SPLV, SPSB, VCSH, SPAB, MBB 13F-HR 10/10/2019, 10:56 AM
Q2 2019 1,011 $1.95B +$529M -$162M +$367M SPLV, VCSH, SPSB, SPAB, IVE 13F-HR 7/16/2019, 11:27 AM
Q1 2019 853 $1.55B +$362M -$638M -$276M SPLV, VCSH, SPAB, SPEM, IVE 13F-HR 4/11/2019, 11:49 AM
Q4 2018 918 $1.67B +$561M -$620M -$59M SPLV, SPAB, VCSH, SPLG, SPSB 13F-HR 1/18/2019, 09:48 AM
Q3 2018 974 $1.93B +$594M -$576M +$17.3M SPY, VCSH, SPAB, SPLG, SPSB 13F-HR 10/11/2018, 11:08 AM
Q2 2018 968 $1.87B +$650M -$622M +$27.6M EELV, VCSH, SPAB, SPLG, SPSB 13F-HR 8/9/2018, 09:46 AM
Q1 2018 988 $1.85B +$516M -$381M +$135M EEMO, VCSH, SPAB, SPSB, SPLG 13F-HR 4/10/2018, 05:42 PM
Q4 2017 999 $1.73B +$235M -$107M +$128M EEMO, VCSH, BND, IVV, DBEF 13F-HR 2/7/2018, 11:44 AM
Q3 2017 229 $1.57B +$180M -$104M +$75.9M EEMO, VCSH, BND, IVV, DBEF 13F-HR 10/16/2017, 01:54 PM
Q2 2017 789 $1.43B +$481M -$370M +$112M EEMO, VCSH, BND, IVV, MBB 13F-HR 7/19/2017, 03:27 PM
Q1 2017 761 $1.31B +$467M -$335M +$132M SPHB, VCSH, BND, IVV, MBB 13F-HR 4/11/2017, 05:44 PM
Q4 2016 721 $1.14B +$220M -$112M +$108M IVV, VCSH, BND, BSJI, MBB 13F-HR 1/17/2017, 01:51 PM
Q3 2016 701 $1.02B +$299M -$216M +$83M IVV, VCSH, BSJI, BND, MBB 13F-HR 10/11/2016, 01:51 PM
Q2 2016 705 $924M +$207M -$121M +$86.2M SPLV, IVV, BSJI, BND, VCSH 13F-HR 7/14/2016, 09:56 AM
Q1 2016 723 $810M +$134M -$95.9M +$38.4M SPLV, IVV, BSJI, BND, MBB 13F-HR 4/13/2016, 04:46 PM
Q4 2015 665 $750M +$181M -$143M +$38.2M SPLV, IVV, BSJI, BND, MBB 13F-HR 1/19/2016, 09:21 AM
Q3 2015 584 $705M +$126M -$107M +$19.5M SPLV, BND, BSJI, MBB, IVV 13F-HR 10/14/2015, 11:01 AM
Q2 2015 623 $730M +$134M -$57.4M +$77M EFA, BND, BSJI, IVV, MBB 13F-HR 8/24/2015, 06:12 PM
Q1 2015 637 $669M +$227M -$157M +$69.6M BND, BSJI, IVV, MBB, SPLV 13F-HR 4/10/2015, 11:51 AM
Q4 2014 573 $607M +$82.8M -$28.3M +$54.4M BND, BKLN, VUG, BSJG, MBB 13F-HR 1/15/2015, 04:40 PM
Q3 2014 483 $553M +$91.5M -$31.5M +$60M BND, BKLN, VUG, BSJG, BSJF 13F-HR 10/14/2014, 12:19 PM
Q2 2014 497 $510M +$96M -$25.6M +$70.4M BND, BKLN, BSJG, BSJF, VUG 13F-HR 7/11/2014, 11:32 AM
Q1 2014 515 $432M +$96.9M -$41.1M +$55.8M BND, BSJF, BSJG, BKLN, VUG 13F-HR 4/11/2014, 12:02 PM
Q4 2013 568 $376M $0 $0 BND, BSJF, BKLN, BSJG, IGSB 13F-HR 1/13/2014, 04:56 PM