Gradient Investments LLC
CIK Number: 0001542265
Main Sectors:
Top Industries:
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
|---|---|---|---|---|---|---|---|---|---|
| 1 | SPLG | SPDR Portfolio ... | 72.34 | +0.21% | 4.76M | +44.34% | 327.83M | 54.97 | 6.64% |
| 2 | SPDW | SPDR Portfolio ... | 40.37 | +0.60% | 3.63M | +10.85% | 123.84M | 29.34 | 2.51% |
| 3 | IGTR | Innovator Gradi... | 24.41 | -0.1% | 4.68M | -11.1% | 114.91M | 22.19 | 2.33% |
| 4 | SPYI | Neos S&P 500(R)... | 50.23 | +0.27% | 2.21M | +24.43% | 112.08M | 50.8 | 2.27% |
| 5 | SPAB | SPDR Portfolio ... | 25.50 | -0.18% | 4.35M | +2.18% | 108.73M | 28.83 | 2.20% |
| 6 | DMBS | Doubleline Etf ... | 48.89 | -0.31% | 2.26M | +75.64% | 108.73M | 48.77 | 2.20% |
| 7 | XBJL | Innovator U.S. ... | 35.99 | +0.05% | 3.15M | +49.31% | 107.64M | 33.7 | 2.18% |
| 8 | AMZN | Amazon.com, Inc... | 222.80 | +2.62% | 483.94K | +9.53% | 106.17M | 139.56 | 2.15% |
| 9 | MSFT | Microsoft Corpo... | 496.09 | -0.27% | 239.56K | +22.71% | 100.97M | 282.79 | 2.04% |
| 10 | AZBO | AllianzIM U.S. ... | 27.59 | +0.60% | 2.75M | +100.00% | 97.72M | 29.67 | 1.98% |
| 11 | AAPL | Apple Inc. | 201.07 | +0.03% | 385.6K | -2.33% | 96.56M | 108.58 | 1.96% |
| 12 | NVDA | NVIDIA Corporat... | 157.71 | +1.73% | 652.59K | +8.45% | 87.64M | 47.73 | 1.77% |
| 13 | JSI | Janus Detroit S... | 52.53 | -0.05% | 1.61M | +41.38% | 83.67M | 51.57 | 1.69% |
| 14 | GOOG | Alphabet Inc. | 178.35 | +2.25% | 438.35K | -1.56% | 83.48M | 112.38 | 1.69% |
| 15 | HELO | J.P. Morgan Exc... | 62.51 | +0.23% | 1.18M | -27.29% | 73.47M | 56.55 | 1.49% |
| 16 | IGIB | iShares 5-10 Ye... | 53.06 | -0.15% | 1.42M | -14.37% | 73.19M | 49.55 | 1.48% |
| 17 | ULST | SPDR SSgA Ultra... | 40.65 | +0.09% | 1.75M | +2.16% | 70.53M | 40.26 | 1.43% |
| 18 | GSY | Invesco Ultra S... | 50.13 | +0.04% | 1.41M | +1.91% | 70.43M | 49.75 | 1.43% |
| 19 | JMBS | Janus Henderson... | 44.94 | -0.29% | 1.54M | +8.34% | 68.25M | 46.21 | 1.38% |
| 20 | META | Meta Platforms,... | 733.50 | +1.02% | 110.04K | +5.34% | 64.43M | 360.85 | 1.30% |
| 21 | QUAL | iShares MSCI US... | 181.62 | +0.69% | 339.54K | +2.24% | 60.47M | 114.5 | 1.22% |
| 22 | PRFD | PIMCO Preferred... | 50.77 | +0.03% | 1.1M | +44.01% | 55.33M | 48.02 | 1.12% |
| 23 | JAAA | Janus Henderson... | 50.76 | +0.07% | 1.09M | +20.57% | 55.07M | 49.93 | 1.12% |
| 24 | UNH | UnitedHealth Gr... | 308.86 | +2.06% | 97.01K | +1.35% | 49.07M | 455.15 | 0.99% |
| 25 | GLDM | SPDR Gold MiniS... | 64.78 | -1.8% | 918.92K | +2.04% | 47.77M | 40.23 | 0.97% |
| 26 | V | Visa Inc. | 349.18 | +0.91% | 148.71K | +22.88% | 47M | 246.72 | 0.95% |
| 27 | GS | The Goldman Sac... | 690.98 | +0.56% | 76.42K | -0.68% | 43.76M | 305.03 | 0.89% |
| 28 | XFIV | Bondbloxx Bloom... | 49.23 | -0.15% | 898.41K | +56.32% | 43.1M | 48.15 | 0.87% |
| 29 | JUNW | AIM ETF Product... | 31.79 | +0.08% | 1.43M | +100.00% | 42.82M | 30.03 | 0.87% |
| 30 | AVDE | Avantis Interna... | 73.76 | +0.56% | 691.32K | +100.00% | 42.43M | 61.37 | 0.86% |
| 31 | JPM | JPMorgan Chase ... | 287.21 | -0.53% | 173.29K | -0.4% | 41.54M | 107.81 | 0.84% |
| 32 | PG | The Procter & G... | 160.05 | +0.90% | 234.79K | +7.77% | 39.36M | 151.17 | 0.80% |
| 33 | BBBS | Bondbloxx BBB R... | 51.30 | -0.1% | 778.33K | -26.44% | 39.32M | 50.35 | 0.80% |
| 34 | AVGO | Broadcom Inc. | 269.28 | -0.33% | 168.91K | +5.60% | 39.16M | 79.91 | 0.79% |
| 35 | MBS | Angel Oak Mortg... | 8.65 | 0.00% | 4.58M | +10.66% | 39.08M | 8.53 | 0.79% |
| 36 | CVX | Chevron Corpora... | 143.87 | -0.39% | 269.61K | +5.89% | 39.05M | 122.51 | 0.79% |
| 37 | SMOT | VanEck Mornings... | 34.76 | +0.56% | 1.12M | -18.78% | 38.59M | 29.38 | 0.78% |
| 38 | MS | Morgan Stanley | 140.64 | +0.64% | 298.81K | -9.81% | 37.57M | 88.33 | 0.76% |
| 39 | AVEM | Avantis Emergin... | 68.23 | -0.19% | 592.17K | +4.69% | 34.81M | 56.65 | 0.70% |
| 40 | MDT | Medtronic plc | 86.19 | +0.01% | 434.77K | +11.77% | 34.73M | 88.61 | 0.70% |
| 41 | MCD | McDonald's Corp... | 291.88 | +2.19% | 115.78K | -0.59% | 33.56M | 279.99 | 0.68% |
| 42 | WMT | Walmart Inc. | 97.42 | +1.46% | 356.28K | -9.46% | 32.19M | 47.68 | 0.65% |
| 43 | XBOC | Innovator U.S. ... | 31.70 | +0.17% | 1.06M | +100.00% | 32.08M | 30.19 | 0.65% |
| 44 | FTSM | First Trust Enh... | 60.06 | +0.03% | 534.54K | -11.85% | 31.95M | 59.42 | 0.65% |
| 45 | ABT | Abbott Laborato... | 134.38 | +0.53% | 280.29K | +1.36% | 31.7M | 102.4 | 0.64% |
| 46 | KO | The Coca-Cola C... | 70.42 | +1.37% | 505.39K | +10.66% | 31.47M | 57.17 | 0.64% |
| 47 | JNJ | Johnson & Johns... | 152.45 | +0.29% | 212.61K | -5.68% | 30.75M | 145.57 | 0.62% |
| 48 | BRK-B | Berkshire Hatha... | 485.19 | +0.03% | 66.4K | +5.04% | 30.1M | 300.95 | 0.61% |
| 49 | SBUX | Starbucks Corpo... | 92.15 | +0.34% | 328.28K | -7.4% | 29.96M | 90.84 | 0.61% |
| 50 | TGT | Target Corporat... | 99.40 | +1.84% | 221.06K | +30.60% | 29.88M | 134.55 | 0.61% |
| 51 | EXR | Extra Space Sto... | 145.77 | +0.08% | 199.39K | +5.63% | 29.83M | 158.5 | 0.60% |
| 52 | PFE | Pfizer Inc. | 24.20 | -0.17% | 1.11M | +19.80% | 29.44M | 28.24 | 0.60% |
| 53 | BAC | Bank of America... | 47.10 | -0.75% | 646.12K | -0.14% | 28.4M | 34.38 | 0.57% |
| 54 | BBRE | JPMorgan BetaBu... | 91.67 | +0.28% | 283.72K | +100.00% | 26.57M | 93.64 | 0.54% |
| 55 | NEE | NextEra Energy,... | 70.97 | -0.04% | 369.51K | +7.69% | 26.49M | 73.5 | 0.54% |
| 56 | SLB | Schlumberger Li... | 34.01 | +0.52% | 688.67K | +15.52% | 26.4M | 47.96 | 0.53% |
| 57 | CSHI | Neos Enhanced I... | 49.73 | +0.05% | 529.26K | +30.20% | 26.37M | 49.83 | 0.53% |
| 58 | PYPL | PayPal Holdings... | 73.70 | +0.72% | 288.9K | -17.66% | 24.66M | 96.72 | 0.50% |
| 59 | XTRE | Bondbloxx Bloom... | 49.70 | -0.1% | 487.21K | -43.29% | 23.76M | 49.47 | 0.48% |
| 60 | XSVN | Bondbloxx Bloom... | 47.70 | -0.24% | 509.06K | +73.09% | 23.55M | 46.78 | 0.48% |
| 61 | COP | ConocoPhillips | 90.20 | -0.75% | 236.55K | +17.12% | 23.46M | 90.82 | 0.47% |
| 62 | LOW | Lowe's Companie... | 223.69 | +1.11% | 94.33K | -1.11% | 23.28M | 197.77 | 0.47% |
| 63 | PANW | Palo Alto Netwo... | 200.53 | -0.89% | 125.53K | +94.48% | 22.84M | 73.78 | 0.46% |
| 64 | DCRE | Doubleline ETF ... | 52.03 | +0.08% | 439.52K | +20.05% | 22.62M | 51.03 | 0.46% |
| 65 | NFLX | Netflix, Inc. | 1323.66 | +1.30% | 25.31K | +4.31% | 22.56M | 317.56 | 0.46% |
| 66 | NOW | ServiceNow, Inc... | 1023.72 | +1.21% | 20.09K | -5.36% | 21.3M | 543.27 | 0.43% |
| 67 | URI | United Rentals,... | 753.96 | +1.60% | 29.87K | +4.86% | 21.04M | 468.72 | 0.43% |
| 68 | BIL | SPDR Bloomberg ... | 91.72 | +0.04% | 229.57K | +22.48% | 20.99M | 91.43 | 0.42% |
| 69 | SPTL | SPDR Portfolio ... | 26.32 | -0.59% | 797.72K | +100.00% | 20.89M | 26.19 | 0.42% |
| 70 | MLPA | Global X MLP ET... | 50.34 | +0.03% | 413.58K | -37.89% | 20.44M | 42.86 | 0.41% |
| 71 | IGSB | iShares 1-5 Yea... | 52.69 | -0.02% | 383.16K | +11.74% | 19.81M | 52.55 | 0.40% |
| 72 | DXCM | DexCom, Inc. | 86.34 | +1.53% | 254.54K | +30.14% | 19.8M | 97.29 | 0.40% |
| 73 | COST | Costco Wholesal... | 985.46 | +0.26% | 21.35K | -9.78% | 19.56M | 455.13 | 0.40% |
| 74 | AZEK | The AZEK Compan... | 54.81 | +3.52% | 410.23K | +834.88% | 19.47M | 46.48 | 0.39% |
| 75 | BSX | Boston Scientif... | 106.88 | +2.20% | 216.9K | -2.17% | 19.37M | 44.29 | 0.39% |
| 76 | INTU | Intuit Inc. | 776.77 | +0.51% | 29.18K | +11.29% | 18.34M | 628.06 | 0.37% |
| 77 | ETN | Eaton Corporati... | 353.81 | +1.63% | 53.78K | +9.81% | 17.85M | 329.03 | 0.36% |
| 78 | ZBH | Zimmer Biomet H... | 91.47 | -0.29% | 168.97K | +5.49% | 17.85M | 121.97 | 0.36% |
| 79 | GBUY | Goldman Sachs F... | 37.21 | 0.00% | 505.46K | -61.75% | 17.78M | 26.91 | 0.36% |
| 80 | PWR | Quanta Services... | 381.86 | +0.63% | 55.82K | -0.04% | 17.64M | 221.66 | 0.36% |
| 81 | APH | Amphenol Corpor... | 97.74 | +0.78% | 253.24K | +100.00% | 17.59M | 69.45 | 0.36% |
| 82 | BALT | Innovator Defin... | 32.09 | +0.05% | 548.16K | +100.00% | 17.22M | 31.42 | 0.35% |
| 83 | GPN | Global Payments... | 78.77 | +0.68% | 150.36K | -4.39% | 16.85M | 131.21 | 0.34% |
| 84 | ECL | Ecolab Inc. | 267.78 | +1.72% | 69.11K | +8.32% | 16.19M | 195.41 | 0.33% |
| 85 | LUV | Southwest Airli... | 32.23 | +2.25% | 477.41K | -3.69% | 16.05M | 37.63 | 0.33% |
| 86 | EQIX | Equinix, Inc. | 787.42 | +5.62% | 16.83K | -5.4% | 15.87M | 750.5 | 0.32% |
| 87 | XTEN | Bondbloxx Bloom... | 45.88 | -0.39% | 351.65K | +100.00% | 15.76M | 44.83 | 0.32% |
| 88 | LRCX | Lam Research Co... | 97.26 | +0.44% | 217.56K | +100.00% | 15.71M | 72.23 | 0.32% |
| 89 | AMD | Advanced Micro ... | 143.75 | +0.05% | 129.48K | -0.54% | 15.64M | 87.9 | 0.32% |
| 90 | ARKW | ARK Next Genera... | 145.55 | -1.59% | 144.43K | +22.27% | 15.6M | 85.42 | 0.32% |
| 91 | HD | The Home Depot,... | 368.39 | +1.35% | 39.43K | -3.14% | 15.34M | 267.96 | 0.31% |
| 92 | ABBV | AbbVie Inc. | 181.89 | -2.62% | 85.46K | +10.18% | 15.19M | 173.16 | 0.31% |
| 93 | ARES | Ares Management... | 173.26 | +1.26% | 83.5K | -9.61% | 14.78M | 57.7 | 0.30% |
| 94 | CRPT | First Trust Sky... | 22.07 | -1.43% | 884.92K | +25.84% | 14.78M | 12.59 | 0.30% |
| 95 | XOM | Exxon Mobil Cor... | 109.41 | -0.53% | 136.65K | +0.12% | 14.7M | 62.87 | 0.30% |
| 96 | AXP | American Expres... | 317.45 | +1.94% | 48.27K | -10.54% | 14.32M | 184.63 | 0.29% |
| 97 | CRM | Salesforce, Inc... | 272.73 | +0.73% | 42.82K | -17.93% | 14.32M | 274.82 | 0.29% |
| 98 | WCN | Waste Connectio... | 185.94 | -0.82% | 83.11K | +21.53% | 14.26M | 131.47 | 0.29% |
| 99 | NYT | The New York Ti... | 55.60 | -0.48% | 269.72K | -0.46% | 14.04M | 42.87 | 0.28% |
| 100 | XEL | Xcel Energy Inc... | 67.81 | +0.09% | 207.09K | -9.99% | 13.98M | 52.43 | 0.28% |
| 101 | HON | Honeywell Inter... | 228.91 | +1.12% | 61.85K | -4.2% | 13.97M | 206.08 | 0.28% |
| 102 | CAH | Cardinal Health... | 167.17 | +0.94% | 117.45K | -9.02% | 13.89M | 112 | 0.28% |
| 103 | RTX | RTX Corporation | 144.66 | +1.39% | 119.52K | -6.58% | 13.83M | 97.26 | 0.28% |
| 104 | ACN | Accenture plc | 295.21 | -0.29% | 39.1K | -2.7% | 13.76M | 286.69 | 0.28% |
| 105 | PEP | PepsiCo, Inc. | 131.10 | +2.25% | 90.28K | +2.26K% | 13.73M | 151.85 | 0.28% |
| 106 | CLOI | VanEck CLO ETF | 52.99 | -0.04% | 258.66K | +6.80% | 13.65M | 52.3 | 0.28% |
| 107 | IPG | The Interpublic... | 24.30 | +0.23% | 486.9K | +12.20% | 13.64M | 32.14 | 0.28% |
| 108 | CB | Chubb Limited | 285.04 | +0.52% | 49.03K | -1.12% | 13.55M | 216.14 | 0.27% |
| 109 | SYY | Sysco Corporati... | 75.17 | +0.87% | 175.98K | +2.37% | 13.46M | 76.29 | 0.27% |
| 110 | BKR | Baker Hughes Co... | 38.05 | -0.72% | 324.62K | +100.00% | 13.32M | 41.02 | 0.27% |
| 111 | MEM | Matthews Emergi... | 32.50 | -0.32% | 458.83K | +4.41% | 13.27M | 27.97 | 0.27% |
| 112 | ICE | Intercontinenta... | 181.71 | +0.50% | 87.77K | +0.03% | 13.08M | 94.91 | 0.26% |
| 113 | NOC | Northrop Grumma... | 494.41 | +0.15% | 27.57K | -3.17% | 12.94M | 526.26 | 0.26% |
| 114 | AMGN | Amgen Inc. | 277.28 | -0.65% | 49.51K | +22.51% | 12.9M | 263.52 | 0.26% |
| 115 | AVY | Avery Dennison ... | 175.51 | -0.25% | 68.31K | +0.74% | 12.78M | 180.94 | 0.26% |
| 116 | KVUE | Kenvue Inc. | 20.89 | -1.07% | 598.53K | -13.04% | 12.78M | 25.33 | 0.26% |
| 117 | IMAR | Innovator Inter... | 28.17 | +0.44% | 507.68K | +100.00% | 12.76M | 25.13 | 0.26% |
| 118 | BX | Blackstone Inc. | 151.29 | +2.10% | 73.14K | -26.99% | 12.61M | 100.19 | 0.26% |
| 119 | WEN | The Wendy's Com... | 11.55 | -1.66% | 772.58K | +11.56% | 12.59M | 20.88 | 0.26% |
| 120 | ARE | Alexandria Real... | 73.30 | -1.23% | 128.73K | +22.39% | 12.56M | 133.05 | 0.25% |
| 121 | STZ | Constellation B... | 161.34 | +0.01% | 55.99K | +14.80% | 12.37M | 225.49 | 0.25% |
| 122 | ORCL | Oracle Corporat... | 210.18 | -1.24% | 74.23K | -17.92% | 12.37M | 124.38 | 0.25% |
| 123 | CLOZ | Panagram Bbb-B ... | 26.76 | +0.04% | 456.92K | +6.66% | 12.31M | 26.74 | 0.25% |
| 124 | SNPS | Synopsys, Inc. | 502.73 | +1.42% | 25.16K | +100.00% | 12.21M | 485.36 | 0.25% |
| 125 | BALL | Ball Corporatio... | 56.41 | -1.03% | 221.13K | +3.37% | 12.19M | 51.8 | 0.25% |
| 126 | AMT | American Tower ... | 218.03 | +0.23% | 66.15K | +7.15% | 12.13M | 252.98 | 0.25% |
| 127 | LHX | L3Harris Techno... | 247.52 | +0.29% | 56.7K | +0.93% | 11.92M | 184.19 | 0.24% |
| 128 | BLOK | Amplify Transfo... | 55.30 | -0.77% | 269K | +27.40% | 11.62M | 35.22 | 0.24% |
| 129 | CI | Cigna Corporati... | 326.67 | -1.01% | 41.28K | +10.46% | 11.4M | 239.03 | 0.23% |
| 130 | EOCT | Innovator Emerg... | 28.20 | -0.28% | 411.09K | +100.00% | 10.67M | 25.94 | 0.22% |
| 131 | KJUL | Innovator Russe... | 29.03 | -0.14% | 356.42K | +100.00% | 10.49M | 29.44 | 0.21% |
| 132 | BOXX | Alpha Architect... | 112.65 | +0.02% | 87.34K | +100.00% | 9.63M | 110.28 | 0.20% |
| 133 | SIVR | abrdn Physical ... | 34.23 | -2.16% | 254.88K | +47.45% | 7.03M | 23.58 | 0.14% |
| 134 | LONZ | PIMCO Senior Lo... | 50.95 | +0.19% | 133.5K | +100.00% | 6.82M | 51.1 | 0.14% |
| 135 | FPE | First Trust Pre... | 17.75 | -0.06% | 375.45K | +5.00% | 6.65M | 16.79 | 0.13% |
| 136 | KBWD | Invesco KBW Hig... | 13.77 | -0.11% | 452.18K | +6.26% | 6.63M | 15 | 0.13% |
| 137 | JPRE | JPMorgan Realty... | 47.35 | +0.26% | 140.07K | -5.9% | 6.62M | 44.2 | 0.13% |
| 138 | MORT | VanEck Mortgage... | 10.49 | -0.24% | 604.28K | +6.29% | 6.42M | 10.87 | 0.13% |
| 139 | IWMI | NEOS Russell 20... | 45.34 | +0.14% | 130.55K | +100.00% | 6.39M | 48.97 | 0.13% |
| 140 | HODL | VanEck Bitcoin ... | 30.26 | -0.62% | 55.85K | +15.50% | 5.9M | 65.75 | 0.12% |
| 141 | CHAT | Tidal Trust II ... | 48.27 | -0.64% | 143.67K | +39.91% | 5.81M | 37.68 | 0.12% |
| 142 | DSI | iShares MSCI KL... | 115.76 | +0.70% | 52.04K | +0.40% | 5.74M | 83.46 | 0.12% |
| 143 | ROBT | First Trust Nas... | 48.01 | -0.03% | 126.13K | +43.36% | 5.68M | 44.13 | 0.12% |
| 144 | LMT | Lockheed Martin... | 458.56 | +0.14% | 11.51K | +0.74% | 5.59M | 435.6 | 0.11% |
| 145 | IBTF | iShares iBonds ... | 23.36 | -0.02% | 222.67K | +5.72% | 5.19M | 23.4 | 0.11% |
| 146 | TSLA | Tesla, Inc. | 323.64 | -0.66% | 12.61K | +9.06% | 5.09M | 240.96 | 0.10% |
| 147 | IBTG | iShares iBonds ... | 22.92 | +0.04% | 217.89K | +274.90% | 4.97M | 22.83 | 0.10% |
| 148 | IAU | iShares Gold Tr... | 61.67 | -1.79% | 91.47K | +1.41% | 4.53M | 35.17 | 0.09% |
| 149 | BSCP | Invesco BulletS... | 20.68 | +0.07% | 192.69K | +0.75% | 3.98M | 20.45 | 0.08% |
| 150 | EFIV | SPDR S&P 500 ES... | 58.20 | +0.62% | 69.53K | +0.10% | 3.93M | 34.61 | 0.08% |