Gradient Investments LLC Q1 2024 Filing

Filed April 23, 2024

Portfolio Value

$4.3B

Holdings

1,235

Report Date

Q1 2024

Filing Type

13F-HR

All Holdings (1,235 positions)

StockValue
VTVVANGUARD INDEX FDS
$645K
MRO*MARATHON OIL CORP
$635K
SHELSHELL PLC
$611K
CNRCANADIAN NATL RY CO
$609K
THGHANOVER INS GROUP INC
$603K
BABOEING CO
$593K
HALHALLIBURTON CO
$584K
SMFGSUMITOMO MITSUI FINL GROUP I
$574K
G7AGRUPO AEROPORTUARIO DEL CENT
$574K
CMCANADIAN IMPERIAL BK COMM TO
$551K
BMOBANK MONTREAL QUE
$549K
SPIBSPDR SER TR
$546K
RHCRH PLC
$544K
CCEPCOCA-COLA EUROPACIFIC PARTNE
$530K
LINLINDE PLC
$526K
MRKMERCK & CO INC
$525K
ARANTERO RESOURCES CORP
$518K
TTENTOTALENERGIES SE
$517K
TELTE CONNECTIVITY LTD
$512K
EOGEOG RES INC
$508K
MECMAYVILLE ENGR CO INC
$506K
UBSUBS GROUP AG
$495K
FDXFEDEX CORP
$489K
TMTOYOTA MOTOR CORP
$488K
AZNASTRAZENECA PLC
$483K
NVSNNOVARTIS AG
$482K
CSCOCISCO SYS INC
$478K
TDTORONTO DOMINION BK ONT
$478K
RELXRELX PLC
$476K
DISDISNEY WALT CO
$475K
RYROYAL BK CDA
$473K
LNGCHENIERE ENERGY INC
$471K
TSMTAIWAN SEMICONDUCTOR MFG LTD
$470K
SNYSANOFI
$461K
DEODIAGEO PLC
$460K
PUKNPRUDENTIAL PLC
$456K
WMBWILLIAMS COS INC
$441K
HBC2HSBC HLDGS PLC
$433K
ARCCARES CAPITAL CORP
$428K
CATCATERPILLAR INC
$415K
TAT&T INC
$413K
ITMVANECK ETF TRUST
$412K
KELKELLANOVA
$390K
DFUVDIMENSIONAL ETF TRUST
$386K
SPHBINVESCO EXCH TRADED FD TR II
$384K
GQ9SPDR GOLD TR
$364K
TRVCCITIGROUP INC
$345K
XLFSELECT SECTOR SPDR TR
$342K
BSRRSIERRA BANCORP
$335K
INTCINTEL CORP
$333K
UPSUNITED PARCEL SERVICE INC
$332K
IVWISHARES TR
$323K
IBMINTERNATIONAL BUSINESS MACHS
$320K
LLYELI LILLY & CO
$312K
MUNIPIMCO ETF TR
$310K
PFFISHARES TR
$309K
KJULINNOVATOR ETFS TRUST
$300K
KRKROGER CO
$300K
IVVISHARES TR
$294K
HONHONEYWELL INTL INC
$294K
VEUVANGUARD INTL EQUITY INDEX F
$287K
CSXCSX CORP
$286K
ALSALLSTATE CORP
$284K
CMCSACOMCAST CORP NEW
$282K
NUENUCOR CORP
$281K
CEFAGLOBAL X FDS
$274K
VEAVANGUARD TAX-MANAGED FDS
$272K
BMYBRISTOL-MYERS SQUIBB CO
$268K
SPTISPDR SER TR
$262K
SDYSPDR SER TR
$262K
JKHYHENRY JACK & ASSOC INC
$261K
EJULINNOVATOR ETFS TRUST
$258K
EFAISHARES TR
$255K
RFREGIONS FINANCIAL CORP NEW
$253K
FNDFSCHWAB STRATEGIC TR
$251K
VBRVANGUARD INDEX FDS
$248K
HDVISHARES TR
$245K
SCHGSCHWAB STRATEGIC TR
$243K
DALDELTA AIR LINES INC DEL
$239K
PFEPFIZER INC
$237K
IWVISHARES TR
$229K
IWRISHARES TR
$228K
SOSOUTHERN CO
$227K
DFUSDIMENSIONAL ETF TRUST
$224K
USBUS BANCORP DEL
$220K
AGGISHARES TR
$220K
SHWSHERWIN WILLIAMS CO
$217K
ETNEATON CORP PLC
$216K
BSJQINVESCO EXCH TRD SLF IDX FD
$215K
DHRDANAHER CORPORATION
$215K
NNNNNN REIT INC
$212K
SPHDINVESCO EXCH TRADED FD TR II
$209K
VBKVANGUARD INDEX FDS
$205K
HYDVANECK ETF TRUST
$201K
QCOMQUALCOMM INC
$197K
ITOTISHARES TR
$195K
SMMUPIMCO ETF TR
$194K
LTCLTC PPTYS INC
$192K
IBDNORTHERN LTS FD TR IV
$186K
CITCINTAS CORP
$185K
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