Gradient Investments LLC Q4 2022 Filing

Filed January 10, 2023

Portfolio Value

$3.2B

Holdings

1,496

Report Date

Q4 2022

Filing Type

13F-HR

All Holdings (1,496 positions)

#StockSharesValue% PortfolioType
1
SPYMSPDR SER TR
3,214,663$144.6T4557842.32%
2
SPABSPDR SER TR
5,397,061$135.6T4275178.16%
3
IGIBISHARES TR
2,456,698$121.6T3833973.17%
4
SPTISPDR SER TR
4,067,534$114.9T3620764.64%
5
SPDWSPDR INDEX SHS FDS
2,282,148$67.8T2135789.21%
6
SCHMSCHWAB STRATEGIC TR
1,029,505$67.5T2129134.08%
7
GLDMWORLD GOLD TR
1,776,331$64.3T2026361.63%
8
IEMGISHARES INC
1,355,897$63.3T1995942.92%
9
SPGPINVESCO EXCHANGE TRADED FD T
654,698$54.1T1704610.97%
10
SPIBSPDR SER TR
1,599,699$50.9T1605015.42%
11
PFFVGLOBAL X FDS
2,207,189$49.7T1565404.25%
12
QUALISHARES TR
427,219$48.7T1534644.29%
13
SPSMSPDR SER TR
1,301,722$48.1T1516952.35%
14
JEPIJ P MORGAN EXCHANGE TRADED F
803,450$43.8T1380003.35%
15
AAPLAPPLE INC
336,209$43.7T1376965.42%
16
SRVRPACER FDS TR
1,314,505$38.1T1202442.11%
17
ANGLVANECK ETF TRUST
1,401,934$37.9T1194035.82%
18
MSFTMICROSOFT CORP
157,608$37.8T1191431.40%
19
SRLNSSGA ACTIVE ETF TR
918,651$37.6T1184345.09%
20
IBBISHARES TR
271,460$35.6T1123420.18%
21
CVXCHEVRON CORP NEW
182,409$32.7T1032026.35%
22
AMZNAMAZON COM INC
384,664$32.3T1018508.78%
23
SPLBSPDR SER TR
1,409,396$31.6T997364.22%
24
JPMJPMORGAN CHASE & CO
228,484$30.6T965803.88%
25
GOOGALPHABET INC
339,733$30.1T950195.72%
26
DYHTARGET CORP
191,247$28.5T898466.42%
27
AREALEXANDRIA REAL ESTATE EQ IN
192,165$28.0T882366.09%
28
PDECINNOVATOR ETFS TR
848,126$25.4T799080.78%
29
EXREXTRA SPACE STORAGE INC
171,070$25.2T793647.22%
30
JNJJOHNSON & JOHNSON
140,305$24.8T781252.66%
31
CICIGNA CORP NEW
72,364$24.0T755787.91%
32
BACBANK AMERICA CORP
716,425$23.7T747937.47%
33
LOWLOWES COS INC
116,854$23.3T733877.73%
34
AVGOBROADCOM INC
41,121$23.0T724741.15%
35
CMCSACOMCAST CORP NEW
634,712$22.2T699643.02%
36
POCTINNOVATOR ETFS TR
708,267$21.3T671328.11%
37
PYPLPAYPAL HLDGS INC
280,105$19.9T628822.21%
38
XOMEXXON MOBIL CORP
180,523$19.9T627641.93%
39
QQQINVESCO EXCH TRD SLF IDX FD
945,394$19.8T625205.08%
40
BMYBRISTOL-MYERS SQUIBB CO
272,052$19.6T617001.91%
41
MDTMEDTRONIC PLC
244,939$19.0T600060.80%
42
BSCOINVESCO EXCH TRD SLF IDX FD
922,887$18.9T595924.23%
43
BXBLACKSTONE INC
245,742$18.2T574683.15%
44
BBHYJ P MORGAN EXCHANGE TRADED F
398,171$17.5T550230.89%
45
SPMBSPDR SER TR
783,723$17.0T536076.72%
46
UNHUNITEDHEALTH GROUP INC
31,828$16.9T531915.78%
47
HDHOME DEPOT INC
51,984$16.4T517568.75%
48
METAMETA PLATFORMS INC
132,153$15.9T501292.63%
49
RTXRAYTHEON TECHNOLOGIES CORP
157,229$15.9T500166.27%
50
SBUXSTARBUCKS CORP
158,754$15.7T496409.31%
51
WTWWILLIS TOWERS WATSON PLC LTD
63,903$15.6T492662.18%
52
ORCLORACLE CORP
190,063$15.5T489706.30%
53
WTRGESSENTIAL UTILS INC
325,001$15.5T488967.95%
54
ADIANALOG DEVICES INC
93,746$15.4T484707.94%
55
BDXBECTON DICKINSON & CO
60,137$15.3T482046.91%
56
CBCHUBB LIMITED
69,300$15.3T481884.70%
57
APDAIR PRODS & CHEMS INC
49,424$15.2T480241.24%
58
CECELANESE CORP DEL
148,017$15.1T477019.76%
59
DOVDOVER CORP
111,227$15.1T474751.99%
60
GSGOLDMAN SACHS GROUP INC
43,628$15.0T472221.99%
61
FISFIDELITY NATL INFORMATION SV
220,111$14.9T470755.06%
62
BSCPINVESCO EXCH TRD SLF IDX FD
740,476$14.9T470083.24%
63
ICEINTERCONTINENTAL EXCHANGE IN
144,017$14.8T465718.36%
64
SPTLSPDR SER TR
508,212$14.8T465046.36%
65
DRIDARDEN RESTAURANTS INC
105,699$14.6T460883.96%
66
UPSUNITED PARCEL SERVICE INC
83,968$14.6T460118.06%
67
AMTAMERICAN TOWER CORP NEW
68,882$14.6T460002.16%
68
A4SAMERIPRISE FINL INC
46,734$14.6T458685.92%
69
CFGCITIZENS FINL GROUP INC
369,083$14.5T458029.58%
70
SPLKCHFSPLUNK INC
168,175$14.5T456372.10%
71
UNPUNION PAC CORP
69,776$14.4T455439.35%
72
MCHPMICROCHIP TECHNOLOGY INC.
205,411$14.4T454857.47%
73
CVSCVS HEALTH CORP
153,360$14.3T450491.54%
74
8CWCROWN CASTLE INC
105,221$14.3T449878.45%
75
MMM3M CO
118,898$14.3T449439.61%
76
FQIDIGITAL RLTY TR INC
141,599$14.2T447545.06%
77
BALLBALL CORP
276,660$14.1T445976.02%
78
SYYSYSCO CORP
183,820$14.1T442971.12%
79
CMECME GROUP INC
83,361$14.0T441866.05%
80
FITBFIFTH THIRD BANCORP
421,958$13.8T436395.43%
81
ARESARES MANAGEMENT CORPORATION
201,579$13.8T434870.87%
82
GPNGLOBAL PMTS INC
138,642$13.8T434046.68%
83
AVBAVALONBAY CMNTYS INC
84,898$13.7T432242.69%
84
COPCONOCOPHILLIPS
115,246$13.6T428657.51%
85
PSAPUBLIC STORAGE
48,403$13.6T427490.66%
86
BSXBOSTON SCIENTIFIC CORP
291,440$13.5T425062.89%
87
LHXL3HARRIS TECHNOLOGIES INC
64,653$13.5T424321.38%
88
NFLXNETFLIX INC
44,884$13.2T417201.63%
89
VFCV F CORP
477,602$13.2T415658.59%
90
KOCTINNOVATOR ETFS TR
505,174$12.8T401960.06%
91
SMOTVANECK ETF TRUST
469,333$12.7T399881.70%
92
EESWISDOMTREE TR
291,297$12.4T391064.78%
93
PSCHINVESCO EXCH TRADED FD TR II
93,818$12.4T390329.70%
94
MLPAGLOBAL X FDS
280,670$11.6T365296.32%
95
NVDANVIDIA CORPORATION
77,704$11.4T357944.60%
96
PGPROCTER AND GAMBLE CO
73,978$11.2T353420.82%
97
GSYINVESCO ACTIVELY MANAGED ETF
224,951$11.1T350708.60%
98
VVISA INC
53,447$11.1T350015.79%
99
ULSTSSGA ACTIVE ETF TR
276,591$11.1T348609.78%
100
BSJOINVESCO EXCH TRD SLF IDX FD
497,423$11.0T346829.30%
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