• 13F History

Gradient Investments LLC

13F Filings History

Latest 13F report
Q1 2025 - Apr 9, 2025
Value $
$4.96B
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 320 stock holdings with total value $4.96B as of Q1 2025. Top holdings included SPLG, SPAB, AMZN, MSFT, and AAPL.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q1 2025 320 $4.96B +$719M -$618M +$101M SPLG, SPAB, AMZN, MSFT, AAPL 13F-HR 4/9/2025, 02:40 PM
Q4 2024 298 $4.94B +$953M -$779M +$174M SPLG, SPDW, IGTR, SPYI, SPAB 13F-HR 1/21/2025, 10:33 AM
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 1,171 $4.31B +$602M -$681M -$78.1M SPLG, IGTR, IGIB, SPDW, SPAB 13F-HR 4/23/2024, 01:15 PM
Q4 2023 1,809 $4.14B +$581M -$584M -$2.46M SPLG, IGTR, IGIB, SPAB, SPDW 13F-HR 1/18/2024, 04:50 PM
Q3 2023 1,786 $3.79B +$462M -$407M +$55.8M IGTR, SPLG, SPDW, SPAB, IGIB 13F-HR 10/27/2023, 12:35 PM
Q2 2023 1,769 $3.88B +$812M -$729M +$83M IGTR, SPLG, SPAB, IGIB, SPDW 13F-HR 7/11/2023, 10:18 AM
Q1 2023 1,501 $3.67B +$991M -$626M +$365M IGTR, SPLG, SPAB, IGIB, SPDW 13F-HR 4/17/2023, 01:26 PM
Q4 2022 1,487 $3.17B +$522M -$743M -$221M SPLG, SPAB, IGIB, SPTI, SPDW 13F-HR 1/10/2023, 10:11 AM
Q3 2022 1,218 $3.25B +$1.19B -$688M +$503M BIL, SPAB, SPTI, SPLG, IGIB 13F-HR 10/14/2022, 10:22 AM
Q2 2022 1,127 $3.3B +$530M -$539M -$9.01M EELV, SPAB, FEZ, SPLG, SMDV 13F-HR 7/11/2022, 12:00 PM
Q1 2022 1,096 $3.87B +$1.13B -$975M +$152M EELV, SPAB, FEZ, SMDV, SPLG 13F-HR 5/26/2022, 04:25 PM
Q4 2021 1,126 $3.92B +$494M -$304M +$189M SPY, SPAB, SPLG, FEZ, SRLN 13F-HR 1/12/2022, 10:33 AM
Q3 2021 1,111 $3.57B +$1.1B -$929M +$171M SPY, SPAB, SPLG, SRLN, MBB 13F-HR 10/18/2021, 09:30 AM
Q2 2021 1,105 $3.42B +$300M -$117M +$183M SPHB, SPAB, SMDV, SPEM, SPYV 13F-HR 7/12/2021, 03:14 PM
Q1 2021 1,115 $3.08B +$1.02B -$1.03B -$5.26M SPHB, SPAB, SMDV, MBB, SPYV 13F-HR 4/21/2021, 12:50 PM
Q4 2020 766 $2.19B SPY, SPAB, SPYV, SPEM, MBB 13F-HR 1/8/2021, 09:27 AM
Q3 2020 1,032 $2.38B +$397M -$307M +$89.9M SPY, SPAB, SPYV, SPEM, MBB 13F-HR 10/6/2020, 03:09 PM
Q2 2020 967 $2.19B +$474M -$369M +$105M SPY, SPAB, SPYV, SPEM, SPSB 13F-HR 7/10/2020, 11:05 AM
Q1 2020 987 $1.85B +$284M -$285M -$520K SPY, SPAB, SPYV, SPSB, SPEM 13F-HR 4/6/2020, 05:36 PM
Q4 2019 1,016 $2.23B +$836M -$717M +$119M SPY, SPAB, SPSB, SPYV, MBB 13F-HR 1/15/2020, 10:41 AM
Q3 2019 1,001 $2.04B +$221M -$156M +$65M SPLV, SPSB, VCSH, SPAB, MBB 13F-HR 10/10/2019, 10:56 AM
Q2 2019 934 $1.95B +$529M -$152M +$377M SPLV, VCSH, SPSB, SPAB, IVE 13F-HR 7/16/2019, 11:27 AM
Q1 2019 802 $1.55B +$362M -$635M -$273M SPLV, VCSH, SPAB, SPEM, IVE 13F-HR 4/11/2019, 11:49 AM
Q4 2018 867 $1.66B +$562M -$619M -$57.5M SPLV, SPAB, VCSH, SPLG, SPSB 13F-HR 1/18/2019, 08:48 AM
Q3 2018 880 $1.92B +$592M -$564M +$27.3M SPY, VCSH, SPAB, SPLG, SPSB 13F-HR 10/11/2018, 11:08 AM
Q2 2018 888 $1.87B +$649M -$74.6M +$575M EELV, VCSH, SPAB, SPLG, SPSB 13F-HR 8/9/2018, 09:46 AM
Q1 2018 899 $1.85B +$526M -$376M +$150M EEMOXXXX, VCSH, SPAB, SPSB, SPLG 13F-HR 4/10/2018, 05:42 PM
Q4 2017 884 $1.73B +$235M -$102M +$132M EEMOXXXX, VCSH, BND, IVV, DBEF 13F-HR 2/7/2018, 10:44 AM
Q3 2017 229 $1.56B +$187M -$44.8M +$143M EEMOXXXX, VCSH, BND, IVV, DBEF 13F-HR 10/16/2017, 01:54 PM
Q2 2017 731 $1.43B +$481M -$367M +$114M EEMOXXXX, VCSH, BND, IVV, MBB 13F-HR 7/19/2017, 03:27 PM
Q1 2017 723 $1.31B +$472M -$332M +$140M SPHB, VCSH, BND, IVV, MBB 13F-HR 4/11/2017, 05:44 PM
Q4 2016 663 $1.14B +$220M -$110M +$110M IVV, VCSH, BND, BSJIXXXX, MBB 13F-HR 1/17/2017, 12:51 PM
Q3 2016 658 $1B +$295M -$210M +$84.4M IVV, VCSH, BSJIXXXX, BND, MBB 13F-HR 10/11/2016, 01:51 PM
Q2 2016 659 $924M +$212M -$91.2M +$121M SPLVXXXX, IVV, BSJIXXXX, BND, VCSH 13F-HR 7/14/2016, 09:56 AM
Q1 2016 669 $810M +$134M -$91.2M +$43M SPLVXXXX, IVV, BSJIXXXX, BND, MBB 13F-HR 4/13/2016, 04:46 PM
Q4 2015 617 $750M +$181M -$140M +$41.2M SPLVXXXX, IVV, BSJIXXXX, BND, MBB 13F-HR 1/19/2016, 08:21 AM
Q3 2015 534 $705M +$126M -$102M +$24.3M SPLVXXXX, BND, BSJIXXXX, MBB, IVV 13F-HR 10/14/2015, 11:01 AM
Q2 2015 565 $730M +$134M -$42M +$92.5M EFA, BND, BSJIXXXX, IVV, MBB 13F-HR 8/24/2015, 06:12 PM
Q1 2015 584 $669M +$227M -$150M +$76.6M BND, BSJIXXXX, IVV, MBB, SPLVXXXX 13F-HR 4/10/2015, 11:51 AM
Q4 2014 517 $605M +$82.3M -$23M +$59.3M BND, BKLNXXXX, VUG, BSJG, MBB 13F-HR 1/15/2015, 03:40 PM
Q3 2014 440 $553M +$91.5M -$13M +$78.4M BND, BKLNXXXX, VUG, BSJG, BSJF 13F-HR 10/14/2014, 12:19 PM
Q2 2014 459 $510M +$98.5M -$17M +$81.5M BND, BKLNXXXX, BSJG, BSJF, VUG 13F-HR 7/11/2014, 11:32 AM
Q1 2014 483 $432M +$96.9M -$35.5M +$61.4M BND, BSJF, BSJG, BKLNXXXX, VUG 13F-HR 4/11/2014, 12:02 PM
Q4 2013 540 $376M BND, BSJF, BKLNXXXX, BSJG, IGSB 13F-HR 1/13/2014, 03:56 PM