GRADIENT INVESTMENTS LLC

PrivateCIK: 1542265
Location

ARDEN HILLS, MN

420
Positions
$6.45B
Total AUM (reported)
96.98M
Total Shares

Allocation by class

TOTAL AUM$6.45B420 positions
COM$2.24B34.6%
STATE STREET SPD$652.98M10.1%
COM NEW$169.58M2.6%
MORTGAGE ETF$151.62M2.3%
SPDR GLD MINIS$150.92M2.3%
CL A$145.27M2.3%
INTL EQT ETF$120.03M1.9%

Portfolio Concentration

Top 39.7%4–1012.9%11–2517.5%Rest59.9%TOP 1022.6%0%100%
Top 3$623.89M9.7%
4–10$832.41M12.9%
11–25$1.13B17.5%
Rest$3.87B59.9%

Top 3 weight

9.7%

Top 10 weight

22.6%

Voting Authority Distribution

Total shares with voting rights: 96.98M

Sole

Full voting authority

0.00

shares

% of voting shares0.0%
Shared

Joint voting authority

0.00

shares

% of voting shares0.0%
None

No voting authority

96.98M

shares

% of voting shares100.0%

Investment Discretion (by position count)

Sole420
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings420
Rows:

SPDR SERIES TRUST

SOLE
STATE STREET SPD
Shares4.20M
TypeSH
Market value$321.35M
4.98%
Sole
0.00
Shared
0.00
None
4.20M

DOUBLELINE ETF TRUST

SOLE
MORTGAGE ETF
Shares3.07M
TypeSH
Market value$151.62M
2.35%
Sole
0.00
Shared
0.00
None
3.07M

WORLD GOLD TR

SOLE
SPDR GLD MINIS
Shares1.63M
TypeSH
Market value$150.92M
2.34%
Sole
0.00
Shared
0.00
None
1.63M

NVIDIA CORPORATION

SOLE
COM
Shares741.55K
TypeSH
Market value$129.33M
2.00%
Sole
0.00
Shared
0.00
None
741.55K

AMAZON COM INC

SOLE
COM
Shares616.69K
TypeSH
Market value$128.44M
1.99%
Sole
0.00
Shared
0.00
None
616.69K

APPLE INC

SOLE
COM
Shares493.27K
TypeSH
Market value$125.19M
1.94%
Sole
0.00
Shared
0.00
None
493.27K

AMERICAN CENTY ETF TR

SOLE
INTL EQT ETF
Shares1.41M
TypeSH
Market value$120.03M
1.86%
Sole
0.00
Shared
0.00
None
1.41M

MICROSOFT CORP

SOLE
COM
Shares319.60K
TypeSH
Market value$118.30M
1.83%
Sole
0.00
Shared
0.00
None
319.60K

JANUS DETROIT STR TR

SOLE
HENDERSON MTG
Shares2.35M
TypeSH
Market value$106.03M
1.64%
Sole
0.00
Shared
0.00
None
2.35M

ALPHABET INC

SOLE
CAP STK CL C
Shares366.36K
TypeSH
Market value$105.09M
1.63%
Sole
0.00
Shared
0.00
None
366.36K

SPDR INDEX SHS FDS

SOLE
STATE STREET SPD
Shares2.27M
TypeSH
Market value$103.41M
1.60%
Sole
0.00
Shared
0.00
None
2.27M

SPDR SERIES TRUST

SOLE
STATE STREET SPD
Shares3.70M
TypeSH
Market value$94.78M
1.47%
Sole
0.00
Shared
0.00
None
3.70M

AIM ETF PRODUCTS TRUST

SOLE
ALLIANZIM US EQU
Shares3.37M
TypeSH
Market value$94.33M
1.46%
Sole
0.00
Shared
0.00
None
3.37M

AMERICAN CENTY ETF TR

SOLE
AVANTIS EMGMKT
Shares1.14M
TypeSH
Market value$92.14M
1.43%
Sole
0.00
Shared
0.00
None
1.14M

COLUMBIA ETF TR I

SOLE
RESH ENHNC COR
Shares2.32M
TypeSH
Market value$90.45M
1.40%
Sole
0.00
Shared
0.00
None
2.32M

META PLATFORMS INC

SOLE
CL A
Shares141.28K
TypeSH
Market value$80.83M
1.25%
Sole
0.00
Shared
0.00
None
141.28K

BONDBLOXX ETF TRUST

SOLE
BLOOMBERG FVE YR
Shares1.49M
TypeSH
Market value$73.41M
1.14%
Sole
0.00
Shared
0.00
None
1.49M

JANUS DETROIT STR TR

SOLE
HENDRSON AAA CL
Shares1.41M
TypeSH
Market value$70.89M
1.10%
Sole
0.00
Shared
0.00
None
1.41M

INVESCO EXCH TRADED FD TR II

SOLE
NASDAQ 100 ETF
Shares279.06K
TypeSH
Market value$66.31M
1.03%
Sole
0.00
Shared
0.00
None
279.06K

ISHARES U S ETF TR

SOLE
U.S. TECH INDEPD
Shares724.46K
TypeSH
Market value$64.03M
0.99%
Sole
0.00
Shared
0.00
None
724.46K

CHEVRON CORPORATION

SOLE
COM
Shares308.43K
TypeSH
Market value$63.81M
0.99%
Sole
0.00
Shared
0.00
None
308.43K

DOUBLELINE ETF TRUST

SOLE
ASSET BACKED SEC
Shares1.24M
TypeSH
Market value$63.04M
0.98%
Sole
0.00
Shared
0.00
None
1.24M

GOLDMAN SACHS GROUP INC

SOLE
COM
Shares70.11K
TypeSH
Market value$59.31M
0.92%
Sole
0.00
Shared
0.00
None
70.11K

BROADCOM INC

SOLE
COM
Shares188.82K
TypeSH
Market value$58.44M
0.91%
Sole
0.00
Shared
0.00
None
188.82K

JPMORGAN CHASE & CO

SOLE
COM
Shares193.60K
TypeSH
Market value$56.95M
0.88%
Sole
0.00
Shared
0.00
None
193.60K
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