Notify me when Gradient Investments LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 343 | $6,299,801,106 | +$763,149,442 | -$483,060,837 | +$280,088,605 | SPYM, MSFT, NVDA, AMZN, AAPL | 13F-HR | 08 Jan 2026, 12:31 |
| Q3 2025 | 369 | $5,989,604,526 | +$1,049,512,826 | -$823,281,271 | +$226,231,555 | SPLG, NVDA, MSFT, AMZN, AAPL | 13F-HR | 06 Oct 2025, 14:47 |
| Q2 2025 | 358 | $5,469,904,548 | +$551,419,653 | -$366,772,694 | +$184,646,959 | SPLG, MSFT, NVDA, AMZN, SPAB | 13F-HR | 08 Jul 2025, 11:01 |
| Q1 2025 | 320 | $4,957,501,068 | +$718,542,584 | -$617,820,664 | +$100,721,920 | SPLG, SPAB, AMZN, MSFT, AAPL | 13F-HR | 09 Apr 2025, 14:40 |
| Q4 2024 | 298 | $4,938,216,355 | +$952,817,714 | -$778,641,023 | +$174,176,691 | SPLG, SPDW, IGTR, SPYI, SPAB | 13F-HR | 21 Jan 2025, 10:33 |
| Q3 2024 | 299 | $4,798,763,255 | +$747,181,167 | -$611,425,632 | +$135,755,535 | SPLG, IGTR, SIXJ, SPDW, SPAB | 13F-HR | 15 Oct 2024, 14:15 |
| Q2 2024 | 1,367 | $4,453,069,121 | +$641,997,844 | -$449,248,558 | +$192,749,286 | SPLG, IGTR, SPDW, SPAB, IGIB | 13F-HR | 18 Jul 2024, 14:57 |
| Q1 2024 | 1,195 | $4,312,129,140 | +$602,464,083 | -$680,594,658 | -$78,130,575 | SPLG, IGTR, IGIB, SPDW, SPAB | 13F-HR | 23 Apr 2024, 13:15 |
| Q4 2023 | 1,819 | $4,135,315,953 | +$581,458,927 | -$583,926,849 | -$2,467,922 | SPLG, IGTR, IGIB, SPAB, SPDW | 13F-HR | 18 Jan 2024, 16:50 |
| Q3 2023 | 1,799 | $3,788,608,908 | +$462,482,995 | -$410,405,423 | +$52,077,572 | IGTR, SPLG, SPDW, SPAB, IGIB | 13F-HR | 27 Oct 2023, 12:35 |
| Q2 2023 | 1,769 | $3,883,263,102 | +$811,511,935 | -$730,302,619 | +$81,209,316 | IGTR, SPLG, SPAB, IGIB, SPDW | 13F-HR | 11 Jul 2023, 10:18 |
| Q1 2023 | 1,505 | $3,667,669,795 | +$990,695,206 | -$628,481,931 | +$362,213,275 | IGTR, SPLG, SPAB, IGIB, SPDW | 13F-HR | 17 Apr 2023, 13:26 |
| Q4 2022 | 1,495 | $3,172,456,111 | +$521,574,706 | -$785,095,669 | -$263,520,963 | SPLG, SPAB, IGIB, SPTI, SPDW | 13F-HR | 10 Jan 2023, 11:11 |
| Q3 2022 | 1,330 | $3,269,178,000 | +$1,169,392,627 | -$1,120,736,675 | +$48,655,952 | BIL, SPAB, SPTI, SPLG, IGIB | 13F-HR | 14 Oct 2022, 10:22 |
| Q2 2022 | 1,203 | $3,425,353,000 | +$589,451,181 | -$540,768,629 | +$48,682,552 | EELV, SPAB, FEZ, SPLG, SMDV | 13F-HR | 11 Jul 2022, 12:00 |
| Q1 2022 | 1,162 | $3,892,585,000 | +$1,115,837,358 | -$1,037,484,983 | +$78,352,375 | EELV, SPAB, FEZ, SMDV, SPLG | 13F-HR | 26 May 2022, 16:25 |
| Q4 2021 | 1,214 | $3,944,595,000 | +$493,891,156 | -$314,557,540 | +$179,333,616 | SPY, SPAB, SPLG, FEZ, SRLN | 13F-HR | 12 Jan 2022, 11:33 |
| Q3 2021 | 1,129 | $3,569,233,000 | +$1,099,996,085 | -$928,766,938 | +$171,229,147 | SPY, SPAB, SPLG, SRLN, MBB | 13F-HR | 18 Oct 2021, 09:30 |
| Q2 2021 | 1,137 | $3,417,447,000 | +$300,054,930 | -$116,864,646 | +$183,190,284 | SPHB, SPAB, SMDV, SPEM, SPYV | 13F-HR | 12 Jul 2021, 15:14 |
| Q1 2021 | 1,135 | $3,075,421,000 | +$1,496,553,145 | -$1,109,774,180 | +$386,778,965 | SPHB, SPAB, SMDV, MBB, SPYV | 13F-HR | 21 Apr 2021, 12:50 |
| Q4 2020 | 1,121 | $2,269,803,000 | $0 | -$23,661,279 | -$23,661,279 | SPY, SPAB, SPYV, SPEM, MBB | 13F-HR | 08 Jan 2021, 10:27 |
| Q3 2020 | 1,125 | $2,380,962,000 | +$396,716,724 | -$308,024,532 | +$88,692,192 | SPY, SPAB, SPYV, SPEM, MBB | 13F-HR | 06 Oct 2020, 15:09 |
| Q2 2020 | 1,033 | $2,192,995,000 | +$474,198,350 | -$381,634,132 | +$92,564,218 | SPY, SPAB, SPYV, SPEM, SPSB | 13F-HR | 10 Jul 2020, 11:05 |
| Q1 2020 | 1,077 | $1,855,938,000 | +$281,017,696 | -$287,243,069 | -$6,225,373 | SPY, SPAB, SPYV, SPSB, SPEM | 13F-HR | 06 Apr 2020, 17:36 |
| Q4 2019 | 1,084 | $2,245,400,000 | +$837,791,453 | -$719,924,609 | +$117,866,844 | SPY, SPAB, SPSB, SPYV, MBB | 13F-HR | 15 Jan 2020, 11:41 |
| Q3 2019 | 1,095 | $2,041,402,000 | +$207,612,597 | -$161,389,525 | +$46,223,072 | SPLV, SPSB, VCSH, SPAB, MBB | 13F-HR | 10 Oct 2019, 10:56 |
| Q2 2019 | 1,011 | $1,947,980,000 | +$528,835,972 | -$161,720,462 | +$367,115,510 | SPLV, VCSH, SPSB, SPAB, IVE | 13F-HR | 16 Jul 2019, 11:27 |
| Q1 2019 | 853 | $1,546,489,000 | +$362,118,557 | -$637,859,131 | -$275,740,574 | SPLV, VCSH, SPAB, SPEM, IVE | 13F-HR | 11 Apr 2019, 11:49 |
| Q4 2018 | 918 | $1,666,445,000 | +$561,446,942 | -$620,430,371 | -$58,983,429 | SPLV, SPAB, VCSH, SPLG, SPSB | 13F-HR | 18 Jan 2019, 09:48 |
| Q3 2018 | 974 | $1,928,445,000 | +$593,545,349 | -$576,255,859 | +$17,289,490 | SPY, VCSH, SPAB, SPLG, SPSB | 13F-HR | 11 Oct 2018, 11:08 |
| Q2 2018 | 968 | $1,869,740,000 | +$649,515,993 | -$621,912,547 | +$27,603,446 | EELV, VCSH, SPAB, SPLG, SPSB | 13F-HR | 09 Aug 2018, 09:46 |
| Q1 2018 | 988 | $1,847,020,000 | +$515,539,538 | -$380,948,805 | +$134,590,733 | EEMO, VCSH, SPAB, SPSB, SPLG | 13F-HR | 10 Apr 2018, 17:42 |
| Q4 2017 | 999 | $1,730,822,000 | +$234,669,956 | -$106,937,149 | +$127,732,807 | EEMO, VCSH, BND, IVV, DBEF | 13F-HR | 07 Feb 2018, 11:44 |
| Q3 2017 | 229 | $1,565,179,000 | +$179,592,372 | -$103,654,643 | +$75,937,729 | EEMO, VCSH, BND, IVV, DBEF | 13F-HR | 16 Oct 2017, 13:54 |
| Q2 2017 | 789 | $1,425,304,000 | +$481,444,810 | -$369,792,990 | +$111,651,820 | EEMO, VCSH, BND, IVV, MBB | 13F-HR | 19 Jul 2017, 15:27 |
| Q1 2017 | 761 | $1,306,963,000 | +$467,041,625 | -$334,791,995 | +$132,249,630 | SPHB, VCSH, BND, IVV, MBB | 13F-HR | 11 Apr 2017, 17:44 |
| Q4 2016 | 721 | $1,141,214,000 | +$219,946,250 | -$112,365,785 | +$107,580,465 | IVV, VCSH, BND, BSJI, MBB | 13F-HR | 17 Jan 2017, 13:51 |
| Q3 2016 | 701 | $1,017,766,000 | +$298,978,947 | -$216,021,891 | +$82,957,056 | IVV, VCSH, BSJI, BND, MBB | 13F-HR | 11 Oct 2016, 13:51 |
| Q2 2016 | 705 | $923,643,000 | +$207,377,889 | -$121,164,949 | +$86,212,940 | SPLV, IVV, BSJI, BND, VCSH | 13F-HR | 14 Jul 2016, 09:56 |
| Q1 2016 | 723 | $810,196,000 | +$134,233,291 | -$95,851,832 | +$38,381,459 | SPLV, IVV, BSJI, BND, MBB | 13F-HR | 13 Apr 2016, 16:46 |
| Q4 2015 | 665 | $749,897,000 | +$181,352,371 | -$143,105,797 | +$38,246,574 | SPLV, IVV, BSJI, BND, MBB | 13F-HR | 19 Jan 2016, 09:21 |
| Q3 2015 | 584 | $704,630,000 | +$126,243,738 | -$106,729,176 | +$19,514,562 | SPLV, BND, BSJI, MBB, IVV | 13F-HR | 14 Oct 2015, 11:01 |
| Q2 2015 | 623 | $730,141,000 | +$134,467,404 | -$57,422,154 | +$77,045,250 | EFA, BND, BSJI, IVV, MBB | 13F-HR | 24 Aug 2015, 18:12 |
| Q1 2015 | 637 | $669,108,000 | +$226,625,353 | -$157,062,888 | +$69,562,465 | BND, BSJI, IVV, MBB, SPLV | 13F-HR | 10 Apr 2015, 11:51 |
| Q4 2014 | 573 | $607,214,000 | +$82,756,289 | -$28,332,983 | +$54,423,306 | BND, BKLN, VUG, BSJG, MBB | 13F-HR | 15 Jan 2015, 16:40 |
| Q3 2014 | 483 | $553,109,000 | +$91,457,312 | -$31,505,472 | +$59,951,840 | BND, BKLN, VUG, BSJG, BSJF | 13F-HR | 14 Oct 2014, 12:19 |
| Q2 2014 | 497 | $509,716,000 | +$96,044,515 | -$25,625,137 | +$70,419,378 | BND, BKLN, BSJG, BSJF, VUG | 13F-HR | 11 Jul 2014, 11:32 |
| Q1 2014 | 515 | $432,044,000 | +$96,947,566 | -$41,141,802 | +$55,805,764 | BND, BSJF, BSJG, BKLN, VUG | 13F-HR | 11 Apr 2014, 12:02 |
| Q4 2013 | 568 | $375,957,000 | $0 | $0 | $0 | BND, BSJF, BKLN, BSJG, IGSB | 13F-HR | 13 Jan 2014, 16:56 |