Gradient-Investments
AI_NATIVE detailed information: This accession holds the following tickers:[ null, null, "ARES", "AZEK", null, null, null, "AR", "PPLT", null, "FNDF", "ACN", "ABT", "ABBV", "ALL", "GOOGL", "AXP", "ASML", "T", null, null, "CAT", "AVDE", "AVGO", null, "LOW", null, "AVEM", "ARCC", "BSX", null, null, null, "DUK", "DT", null, "PUK", null, "RYAAY", "EOG", null, "FFIV", null, null, null, null, null, null, "HON", "HD", null, "AZN", null, "MCD", "INTU", null, "FIVE", null, "QCOM", null, "HSBC", null, null, null, null, "ICE", null, "MUB", null, "META", null, null, null, null, null, null, "IJH", null, null, null, null, null, null, null, null, null, null, null, "BBUS", null, null, null, "LHX", "LRCX", "LIN", null, null, null, null, null, "MPC", null, "PWR", null, null, null, "MDT", "MSFT", "MS", null, "EQIX", "EVRG", "FCNCA", null, "GE", "HQY", null, "NVS", "ORLY", null, null, null, "BX", "KR", "ORCL", "NOC", "NNN", "PANW", "PYPL", "PEP", "PGR", "IVV", null, "UNH", "AAPL", "SPY", "ECL", "NVDA", "GS", "PLTR", "PFE", null, "LMT", "PG", "MRK", null, "VZ", "LPLA", "AMGN", "KVUE", "NYT", null, null, "ROK", null, "RY", null, "RELX", null, "SCHX", null, "NOW", "SHW", "SLB", "SRE", "SHEL", "RTX", "SPDW", "GLD", null, null, null, "AMT", null, null, null, "SPLG", null, null, "IBM", "SBUX", "SMFG", "SNPS", "TEL", "CI", "TGT", "TM", "UBS", null, "SIVR", null, null, null, "NGG", "PALL", null, null, "TTE", "ACP", null, "ULTA", "SU", "SNY", null, "TSM", "GPN", null, "SAIA", "ARE", "AMCR", "HAL", "AVY", "AFL", "APH", "AMD", "WEC", "FTNT", "WCN", null, null, "CAH", "AEP", "BKR", "COFS", "IPG", "INVH", "AOS", null, "AMZN", null, "LUV", null, null, "CEF", null, "VEU", "USB", "VUG", "VLO", "MGK", "VXUS", "VOO", "VERU", "V", "WFRD", "WMT", "WFC", "WEN", "WMB", "XEL", null, "CNQ", null, "SCHD", "SCHG", "JD", "JKHY", null, "SO", null, "CRM", "SNAP", "SYY", "ZBH", "MCK", "EXR", null, "FDX", "LULU", "ADP", "BALL", "BAC", "BRK-A", "BRK-B", null, "BA", "BMY", "CM", "CNI", "CPK", "CVX", "LNG", "CB", "CMG", "CTAS", "CSCO", "C", "KOF", "KO", "CCEP", "CMA", "CL", "COP", "STZ", "COST", "CRH", "FANG", "DXCM", null, null, "RSP", null, "NEE", "QQQ", null, "DIS", "ETN", "GOOG", "XOM", "JNJ", "LLY", "TSLA", "MEC", "NFLX", "PM", "ITOT", "URI", "VTI", "JPM", "QUAL" ]
Filing Details
13F-HR • 2025-03-31
Filing Details
13F-HR • 2025-03-31- Report Date
- 2025-03-31
- Filing Date
- 2025-04-09
- Total Holdings
- 320
- Total Value
- 4957501068
- Accession Number
- 0001542265-25-000003
- Form Type
- 13F-HR
- Manager Name
- Gradient-Investments
Data Enrichment
65% identified209 identified111 unidentified
Holdings
320 positions • $5.0B total value
Manager:
Search and click to pin securities to the top
Page 10 of 16
46438F101
Shares:28.5K
Value:$1.3M
% of Portfolio:0.0% ($1.3M/$5.0B)
46436E841
Shares:52.4K
Value:$1.2M
% of Portfolio:0.0% ($1.2M/$5.0B)
37954Y889
Shares:16.9K
Value:$1.1M
% of Portfolio:0.0% ($1.1M/$5.0B)
78470P812
Shares:38.7K
Value:$965.4K
% of Portfolio:0.0% ($965.4K/$5.0B)
37960A453
Shares:12.0K
Value:$944.8K
% of Portfolio:0.0% ($944.8K/$5.0B)
Instrument | Shares | Other Manager | Value | % of Portfolio | ||
|---|---|---|---|---|---|---|
Dynatrace, Inc.(DTcusip268150109) | 32.7K | YoY NEW(+32.7K) | All Managers (Combined) | $1.5M | 0.0% ($1.5M/$5.0B) | YoY NEW(+$1.5M) |
| 5.1K | All Managers (Combined) | $1.4M | 0.0% ($1.4M/$5.0B) | |||
| 4.1K | All Managers (Combined) | $1.4M | 0.0% ($1.4M/$5.0B) | |||
(cusip46438F101)✕ | 28.5K | All Managers (Combined) | $1.3M | 0.0% ($1.3M/$5.0B) | ||
| 46.0K | All Managers (Combined) | $1.3M | 0.0% ($1.3M/$5.0B) | |||
| 22.0K | QoQ NEW(+22.0K) | All Managers (Combined) | $1.3M | 0.0% ($1.3M/$5.0B) | QoQ NEW(+$1.3M) | |
SUNCOR ENERGY INC(SUcusip867224107) | 31.1K | All Managers (Combined) | $1.2M | 0.0% ($1.2M/$5.0B) | ||
| 3.4K | All Managers (Combined) | $1.2M | 0.0% ($1.2M/$5.0B) | |||
(cusip46436E841)✕ | 52.4K | All Managers (Combined) | $1.2M | 0.0% ($1.2M/$5.0B) | ||
| 134.5K | All Managers (Combined) | $1.2M | 0.0% ($1.2M/$5.0B) | |||
Alphabet Inc.(GOOGLcusip02079K305) | 7.5K | All Managers (Combined) | $1.2M | 0.0% ($1.2M/$5.0B) | ||
(cusip37954Y889)✕ | 16.9K | All Managers (Combined) | $1.1M | 0.0% ($1.1M/$5.0B) | ||
| 2.2K | QoQ +2.07% (-45) | All Managers (Combined) | $1.1M | 0.0% ($1.1M/$5.0B) | ||
FIVE BELOW, INC(FIVEcusip33829M101) | 15.1K | All Managers (Combined) | $1.1M | 0.0% ($1.1M/$5.0B) | ||
| 21.7K | All Managers (Combined) | $1.1M | 0.0% ($1.1M/$5.0B) | |||
| 2.2K | All Managers (Combined) | $1.0M | 0.0% ($1.0M/$5.0B) | |||
| 13.8K | QoQ -2.26% (-320)YoY -0.99% (-139) | All Managers (Combined) | $993.4K | 0.0% ($993.4K/$5.0B) | ||
| 8.9K | QoQ +2.94% (+255)YoY +2.94% (+255) | All Managers (Combined) | $991.3K | 0.0% ($991.3K/$5.0B) | ||
(cusip78470P812)✕ | 38.7K | YoY NEW(+38.7K) | All Managers (Combined) | $965.4K | 0.0% ($965.4K/$5.0B) | YoY NEW(+$965.4K) |
(cusip37960A453)✕ | 12.0K | QoQ NEW(+12.0K) YoY NEW(+12.0K) | All Managers (Combined) | $944.8K | 0.0% ($944.8K/$5.0B) | QoQ NEW(+$944.8K) YoY NEW(+$944.8K) |