Managers / Q4 2023 · view latest →
Gradient Investments LLC
CIK 0001542265 · 4105 LEXINGTON AVENUE NORTH, SUITE 250, ARDEN HILLS, MN, 55126 · 888-824-3525
Reported Value
$4.1B
Q4 2023
Positions
1,832
Filings on Record
31
2019–present window
Filed
Jan 18, 2024
original filing
Summary
Gradient Investments Llc reported $4.1B in U.S.-listed holdings across 1,832 positions for Q4 2023.
Its largest position, SPYM, represents 5.1% of the portfolio.
Compared with Q3 2023, the fund opened 142 new positions and exited 116.
Reported Value by Quarter
13F Reported Value
Portfolio Composition
By security type
Composition data arrives with ticker enrichment.
Quarter-over-Quarter Changes full breakdown →
Holdings — Q4 2023
Filing History
| Quarter | Reported Value | Positions | Filed | Type | Links |
|---|---|---|---|---|---|
| Q2 2026 | $7.2B | 448 | Jul 8, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q1 2026 | $6.5B | 420 | Apr 13, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q4 2025 | $6.3B | 343 | Jan 8, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q3 2025 | $6.0B | 369 | Oct 6, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q2 2025 | $5.5B | 358 | Jul 8, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q1 2025 | $5.0B | 320 | Apr 9, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q4 2024 | $4.9B | 298 | Jan 21, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q3 2024 | $4.8B | 299 | Oct 15, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q2 2024 | $4.5B | 1,377 | Jul 18, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q1 2024 | $4.3B | 1,235 | Apr 23, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q4 2023 | $4.1B | 1,832 | Jan 18, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q3 2023 | $3.8B | 1,806 | Oct 27, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q2 2023 | $3.9B | 1,772 | Jul 11, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q1 2023 | $3.7B | 1,507 | Apr 17, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q4 2022 | $3.17T | 1,496 | Jan 10, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q3 2022 | $3.3B | 1,512 | Oct 14, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q2 2022 | $3.4B | 1,352 | Jul 11, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q1 2022 | $3.9B | 1,254 | May 26, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q4 2021 | $3.9B | 1,303 | Jan 12, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q3 2021 | $3.6B | 1,216 | Oct 18, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q2 2021 | $3.4B | 1,214 | Jul 12, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q1 2021 | $3.1B | 1,214 | Apr 21, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q4 2020 | $2.4B | 1,210 | Jan 8, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q3 2020 | $2.4B | 1,213 | Oct 6, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q2 2020 | $2.2B | 1,123 | Jul 10, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q1 2020 | $1.9B | 1,219 | Apr 7, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q4 2019 | $2.2B | 1,183 | Jan 15, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q3 2019 | $2.0B | 1,218 | Oct 10, 2019 | 13F-HR | changes · EDGAR ↗ |
| Q2 2019 | $1.9B | 1,082 | Jul 16, 2019 | 13F-HR | changes · EDGAR ↗ |
| Q1 2019 | $1.5B | 913 | Apr 11, 2019 | 13F-HR | changes · EDGAR ↗ |
| Q4 2018 | $1.7B | 992 | Jan 18, 2019 | 13F-HR | changes · EDGAR ↗ |
13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.