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STOCK TICKER:

MAJOR GURUS:
David Einhorn
Bill Ackman
Bill Miller
Steven Cohen
Jim Simons

Gradient Investments LLC INSTITUTION : Gradient Investments LLC
Gradient Investments LLC Portfolio (reported on 2020-04-07)
Company (links to holding history) Ticker Value On
2020-03-31
No of Shares % of portfolio
SPDR S&P 500 ETF TR    (TR UNIT) SPY 244,723,000 949,459 13.18%
SPDR SER TR    (PORTFOLIO AGRGTE) LAG 154,456,000 5,111,067 8.32%
SPDR SER TR    (PRTFLO S&P500 VL) ELV 61,340,000 2,373,849 3.30%
SPDR SER TR    (PORTFOLIO SHORT) SCPB 52,852,000 1,747,173 2.84%
SPDR INDEX SHS FDS    (PORTFOLIO EMG MK) GMM 51,115,000 1,796,012 2.75%
ISHARES TR    (MBS ETF) MBB 46,839,000 424,113 2.52%
SPDR SER TR    (PORTFLI MORTGAGE) MBG 38,857,000 1,455,877 2.09%
SPDR SER TR    (BLOMBRG BRC EMRG) EBND 37,696,000 1,539,248 2.03%
INVESCO EXCHANGE TRADED FD T    (S&P500 EQL HLT) 37,401,000 197,699 2.01%
FIRST TR EXCHNG TRADED FD VI    (US EQT DEEP DUFR) 34,243,000 1,243,382 1.84%
SPDR SER TR    (PORTFLI INTRMDIT) ITE 33,055,000 997,733 1.78%
SPDR SER TR    (PORTFOLIO S&P600) TWOK 31,797,000 1,455,889 1.71%
ISHARES TR    (0-5YR HI YL CP) SHYG 31,437,000 769,190 1.69%
WORLD GOLD TR    (SPDR GLD MINIS) 29,510,000 1,877,257 1.59%
GLOBAL X FDS    (US PFD ETF) 21,718,000 992,613 1.17%
PROSHARES TR    (DJ BRKFLD GLB) TOLZ 21,420,000 607,399 1.15%
NUSHARES ETF TR    (NUVEEN SHRT TERM) 20,142,000 955,946 1.08%
INVESCO EXCH TRD SLF IDX FD    (BULSHS 2020 HY) 13,703,000 595,777 0.73%
ISHARES TR    (IBONDS DEC20 ETF) 13,692,000 543,127 0.73%
ISHARES TR    (IBONDS DEC21 ETF) 13,647,000 553,638 0.73%
APPLE INC    (COM) AAPL 13,583,000 53,416 0.73%
INVESCO EXCH TRD SLF IDX FD    (BULSHS 2021 HY) 13,330,000 602,098 0.71%
JOHNSON & JOHNSON    (COM) JNJ 13,200,000 100,662 0.71%
SPDR SER TR    (PORTFOLIO INTRMD) ITR 13,182,000 387,596 0.71%
WALMART INC    (COM) WMT 13,071,000 115,041 0.70%
AMAZON COM INC    (COM) AMZN 12,853,000 6,592 0.69%
INTEL CORP    (COM) INTC 12,682,000 234,334 0.68%
MICROSOFT CORP    (COM) MSFT 12,269,000 77,792 0.66%
VERIZON COMMUNICATIONS INC    (COM) VZ 11,920,000 221,847 0.64%
CISCO SYS INC    (COM) CSCO 11,913,000 303,054 0.64%
AT&T INC    (COM) T 11,865,000 407,037 0.63%
SPDR INDEX SHS FDS    (PORTFOLIO DEVLPD) GWL 11,773,000 491,763 0.63%
MERCK & CO. INC    (COM) MRK 11,570,000 150,373 0.62%
LOCKHEED MARTIN CORP    (COM) LMT 11,443,000 33,761 0.61%
EXXON MOBIL CORP    (COM) XOM 11,374,000 299,545 0.61%
BRISTOL-MYERS SQUIBB CO    (COM) BMY 11,354,000 203,705 0.61%
HOME DEPOT INC    (COM) HD 11,344,000 60,757 0.61%
MCDONALDS CORP    (COM) MCD 11,289,000 68,272 0.60%
JPMORGAN CHASE & CO    (COM) JPM 11,165,000 124,018 0.60%
CHEVRON CORP NEW    (COM) CVX 10,877,000 150,113 0.58%
MEDTRONIC PLC    (SHS) MDT 10,526,000 116,723 0.56%
LOWES COS INC    (COM) LOW 10,482,000 121,812 0.56%
DIGITAL RLTY TR INC    (COM) DLR 10,413,000 74,961 0.56%
LILLY ELI & CO    (COM) LLY 10,339,000 74,531 0.55%
STARBUCKS CORP    (COM) SBUX 10,143,000 154,292 0.54%
INVESCO EXCHANGE TRADED FD T    (FINL PFD ETF) 10,076,000 596,565 0.54%
COMCAST CORP NEW    (CL A) CMCSA 9,784,000 284,576 0.52%
AMGEN INC    (COM) AMGN 9,631,000 47,508 0.51%
NUVEEN FLTNG RTE INCM OPP FD    (COM SHS) JRO 9,525,000 1,281,950 0.51%
CROWN CASTLE INTL CORP NEW    (COM) CCI 9,476,000 65,626 0.51%
WASTE MGMT INC DEL    (COM) WMI 9,277,000 100,230 0.49%
ORACLE CORP    (COM) ORCL 9,224,000 190,859 0.49%
FIRST TR EXCH TRADED FD III    (PFD SECS INC ETF) FPE 9,042,000 551,366 0.48%
CVS HEALTH CORP    (COM) CVS 9,015,000 151,942 0.48%
PUBLIC STORAGE    (COM) PSA 8,908,000 44,850 0.47%
ABBVIE INC    (COM) ABBV 8,763,000 115,014 0.47%
UNITED PARCEL SERVICE INC    (CL B) UPS 8,734,000 93,490 0.47%
EXTRA SPACE STORAGE INC    (COM) EXR 8,630,000 90,116 0.46%
RAYTHEON CO    (COM NEW) RTN 8,441,000 64,363 0.45%
TARGET CORP    (COM) TGT 8,418,000 90,542 0.45%
AUTOMATIC DATA PROCESSING IN    (COM) ADP 8,221,000 60,146 0.44%
GALLAGHER ARTHUR J & CO    (COM) AJG 8,174,000 100,287 0.44%
CITIGROUP INC    (COM NEW) C 8,090,000 192,063 0.43%
BOEING CO    (COM) BA 8,004,000 53,665 0.43%
CME GROUP INC    (COM) CME 7,976,000 46,131 0.42%
LEGG MASON ETF INVT TR    (L VOL H DIV ETF) 7,972,000 309,333 0.42%
BROADCOM INC    (COM) 7,610,000 32,096 0.41%
SKYWORKS SOLUTIONS INC    (COM) SWKS 7,476,000 83,643 0.40%
PAYCHEX INC    (COM) PAYX 7,439,000 118,227 0.40%
DOW INC    (COM) 7,163,000 244,961 0.38%
SPDR SER TR    (PORTFOLIO SH TSR) SST 7,044,000 229,286 0.37%
VANECK VECTORS ETF TR    (BDC INCOME ETF) 7,018,000 752,168 0.37%
DELTA AIR LINES INC DEL    (COM NEW) DAL 6,959,000 243,920 0.37%
BK OF AMERICA CORP    (COM) BAC 6,952,000 327,452 0.37%
ALPHABET INC    (CAP STK CL C) GOOG 6,782,000 5,832 0.36%
GLOBAL X FDS    (S&P 500 COVERED) 6,776,000 177,376 0.36%
WELLS FARGO CO NEW    (COM) WFC 6,770,000 235,876 0.36%
CNA FINL CORP    (COM) CNA 6,682,000 215,266 0.36%
V F CORP    (COM) VFC 6,644,000 122,854 0.35%
AMERIPRISE FINL INC    (COM) AMP 6,611,000 64,506 0.35%
SYSCO CORP    (COM) SYY 6,464,000 141,658 0.34%
J P MORGAN EXCHANGE-TRADED F    (HIGH YLD RESRCH) 6,130,000 138,350 0.33%
COCA COLA CO    (COM) KO 6,086,000 137,529 0.32%
DARDEN RESTAURANTS INC    (COM) DRI 5,282,000 96,980 0.28%
VANECK VECTORS ETF TR    (MTG REIT INCOME) 5,255,000 525,471 0.28%
VANECK VECTORS ETF TR    (INTL HIGH YIELD) 5,220,000 245,653 0.28%
VISA INC    (COM CL A) V 5,130,000 31,842 0.27%
ISHARES TR    (FALN ANGLS USD) 5,108,000 227,636 0.27%
DISCOVER FINL SVCS    (COM) DFS 5,090,000 142,685 0.27%
SCHLUMBERGER LTD    (COM) SLB 5,047,000 374,093 0.27%
ISHARES TR    (IBONDS DEC22 ETF) 4,916,000 198,295 0.26%
SPDR INDEX SHS FDS    (S&P INTL ETF) DWX 4,901,000 160,005 0.26%
FIRST TR SR FLG RTE INCM FD    (COM) FCT 4,789,000 503,525 0.25%
FACEBOOK INC    (CL A) FB 4,771,000 28,601 0.25%
SPDR INDEX SHS FDS    (S&P EM MKT DIV) EDIV 4,437,000 199,846 0.23%
INVESCO EXCH TRD SLF IDX FD    (BULSHS 2022 HY) 4,196,000 193,725 0.22%
AMEDISYS INC    (COM) AMED 4,010,000 21,849 0.21%
MASTERCARD INC    (CL A) MA 3,965,000 16,415 0.21%
BIOMARIN PHARMACEUTICAL INC    (COM) BMRN 3,902,000 46,179 0.21%
BOOZ ALLEN HAMILTON HLDG COR    (CL A) BAH 3,843,000 55,992 0.20%
UNITEDHEALTH GROUP INC    (COM) UNH 3,815,000 15,299 0.20%
NETFLIX INC    (COM) NFLX 3,770,000 10,040 0.20%
BOSTON SCIENTIFIC CORP    (COM) BSX 3,764,000 115,360 0.20%
PAYPAL HLDGS INC    (COM) PYPL 3,636,000 37,982 0.19%
BERKSHIRE HATHAWAY INC DEL    (CL B NEW) BRK/B 3,579,000 19,578 0.19%
GLOBAL PMTS INC    (COM) GPN 3,458,000 23,976 0.18%
IQVIA HLDGS INC    (COM) 3,335,000 30,917 0.17%
SALESFORCE COM INC    (COM) CRM 3,086,000 21,436 0.16%
NEXTERA ENERGY INC    (COM) NEE 3,025,000 12,570 0.16%
THERMO FISHER SCIENTIFIC INC    (COM) TMO 2,962,000 10,446 0.15%
FIVE BELOW INC    (COM) FIVE 2,898,000 41,173 0.15%
GLOBAL X FDS    (GLBL X MLP ETF) MLPA 2,895,000 919,144 0.15%
ECOLAB INC    (COM) ECL 2,789,000 17,900 0.15%
AMERICAN EXPRESS CO    (COM) AXP 2,785,000 32,535 0.15%
DOLLAR GEN CORP NEW    (COM) DG 2,765,000 18,309 0.14%
INTERCONTINENTAL EXCHANGE IN    (COM) ICE 2,635,000 32,631 0.14%
PROCTER & GAMBLE CO    (COM) PG 2,536,000 23,053 0.13%
COSTCO WHSL CORP NEW    (COM) COST 2,511,000 8,806 0.13%
PROGRESSIVE CORP OHIO    (COM) PGR 2,488,000 33,690 0.13%
CHART INDS INC    (COM PAR $0.01) GTLS 2,472,000 85,293 0.13%
ABBOTT LABS    (COM) ABT 2,423,000 30,712 0.13%
NIKE INC    (CL B) NKE 2,411,000 29,144 0.12%
GOLDMAN SACHS GROUP INC    (COM) GS 2,320,000 15,006 0.12%
SYNOPSYS INC    (COM) SNPS 2,262,000 17,562 0.12%
WASTE CONNECTIONS INC    (COM) 2,163,000 27,916 0.11%
BECTON DICKINSON & CO    (COM) BDX 2,127,000 9,256 0.11%
PROLOGIS INC.    (COM) PLD 2,121,000 26,393 0.11%
UNITED RENTALS INC    (COM) URI 2,115,000 20,551 0.11%
TELADOC HEALTH INC    (COM) 2,084,000 13,445 0.11%
EQUINIX INC    (COM) EQIX 2,024,000 3,240 0.10%
FLIR SYS INC    (COM) FLIR 2,002,000 62,769 0.10%
FORTUNE BRANDS HOME & SEC IN    (COM) FBHS 1,876,000 43,370 0.10%
EHEALTH INC    (COM) EHTH 1,846,000 13,111 0.09%
ABERDEEN STD SILVER ETF TR    (PHYSCL SILVR SHS) 1,830,000 135,153 0.09%
VERTEX PHARMACEUTICALS INC    (COM) VRTX 1,794,000 7,539 0.09%
ALIBABA GROUP HLDG LTD    (SPONSORED ADS) BABA 1,746,000 8,979 0.09%
AEROVIRONMENT INC    (COM) AVAV 1,717,000 28,168 0.09%
LHC GROUP INC    (COM) LHCG 1,625,000 11,593 0.08%
SERVICENOW INC    (COM) NOW 1,574,000 5,491 0.08%
SNAP INC    (CL A) 1,509,000 126,947 0.08%
NUSHARES ETF TR    (NUVEEN ESG EMRGN) 1,499,000 71,556 0.08%
BLACKLINE INC    (COM) 1,443,000 27,434 0.07%
NOVARTIS A G    (SPONSORED ADR) NVS 1,396,000 16,926 0.07%
D R HORTON INC    (COM) DHI 1,382,000 40,653 0.07%
ALPHABET INC    (CAP STK CL A) GOOGL 1,375,000 1,183 0.07%
ASTRAZENECA PLC    (SPONSORED ADR) AZN 1,370,000 30,665 0.07%
ISHARES TR    (ESG 1 5 YR USD) 1,366,000 54,796 0.07%
NUSHARES ETF TR    (NUVEEN ESG US) 1,363,000 51,431 0.07%
MERCADOLIBRE INC    (COM) MELI 1,331,000 2,724 0.07%
NOVO-NORDISK A S    (ADR) NVO 1,324,000 21,992 0.07%
HEALTHEQUITY INC    (COM) HQY 1,281,000 25,329 0.06%
UNILEVER PLC    (SPON ADR NEW) UL 1,259,000 24,900 0.06%
SQUARE INC    (CL A) 1,256,000 23,981 0.06%
PAYLOCITY HLDG CORP    (COM) PCTY 1,255,000 14,207 0.06%
PLANET FITNESS INC    (CL A) PLNT 1,253,000 25,729 0.06%
ROGERS COMMUNICATIONS INC    (CL B) RCI 1,251,000 30,122 0.06%
CHINA MOBILE LIMITED    (SPONSORED ADR) CHL 1,241,000 32,948 0.06%
ISHARES GOLD TRUST    (ISHARES) IAU 1,236,000 82,034 0.06%
LINDE PLC    (SHS) 1,227,000 7,090 0.06%
SEMPRA ENERGY    (COM) SRE 1,213,000 10,735 0.06%
TOTAL S.A.    (SPONSORED ADS) TOT 1,205,000 32,355 0.06%
INVESCO EXCHANGE TRADED FD T    (CLEANTECH ETF) 1,186,000 31,503 0.06%
NATIONAL GRID PLC    (SPONSORED ADR NE) 1,172,000 20,119 0.06%
AMCOR PLC    (ORD) 1,167,000 143,695 0.06%
BP PLC    (SPONSORED ADR) BP 1,165,000 47,780 0.06%
RELX PLC    (SPONSORED ADR) 1,152,000 53,828 0.06%
BCE INC    (COM NEW) BCE 1,145,000 28,013 0.06%
KONINKLIJKE PHILIPS N V    (NY REG SH NEW) PHG 1,144,000 28,489 0.06%
INFOSYS LTD    (SPONSORED ADR) INFY 1,137,000 138,519 0.06%
ABERDEEN STD PLATINUM ETF TR    (PHYSCL PLATM SHS) 1,110,000 16,351 0.05%
DIAGEO P L C    (SPON ADR NEW) DEO 1,093,000 8,596 0.05%
ROYAL DUTCH SHELL PLC    (SPONS ADR A) RDS.A 1,078,000 30,909 0.05%
UBS GROUP AG    (SHS) UBS 1,072,000 115,719 0.05%
MIZUHO FINL GROUP INC    (SPONSORED ADR) MFG 1,062,000 459,608 0.05%
ISHARES TR    (MSCI KLD400 SOC) DSI 1,045,000 10,727 0.05%
COCA COLA EUROPEAN PARTNERS    (SHS) 1,042,000 27,761 0.05%
ROYAL BK CDA    (COM) RY 1,041,000 16,912 0.05%
ABB LTD    (SPONSORED ADR) ABB 1,025,000 59,389 0.05%
HSBC HLDGS PLC    (SPON ADR NEW) HBC 1,017,000 36,321 0.05%
RESTAURANT BRANDS INTL INC    (COM) QSR 933,000 23,301 0.05%
INTUIT    (COM) INTU 890,000 3,871 0.04%
BANCO SANTANDER SA    (ADR) STD 867,000 368,769 0.04%
PARSLEY ENERGY INC    (CL A) PE 843,000 147,087 0.04%
EXELON CORP    (COM) EXC 732,000 19,884 0.03%
MCCORMICK & CO INC    (COM VTG) MKC/V 724,000 5,083 0.03%
ING GROEP N.V.    (SPONSORED ADR) ING 703,000 136,511 0.03%
INNOVATOR ETFS TR    (S&P 500 PWR BU) 671,000 29,130 0.03%
DISNEY WALT CO    (COM DISNEY) DIS 637,000 6,597 0.03%
GOLDMAN SACHS ETF TR    (JUST US LRG CP) 617,000 16,612 0.03%
ISHARES TR    (CORE S&P500 ETF) IVV 604,000 2,336 0.03%
PEPSICO INC    (COM) PEP 548,000 4,567 0.02%
WALGREENS BOOTS ALLIANCE INC    (COM) WBA 546,000 11,930 0.02%
BERKSHIRE HATHAWAY INC DEL    (CL A) BRK.A 544,000 2 0.02%
ENTERGY CORP NEW    (COM) ETR 521,000 5,547 0.02%
NUSHARES ETF TR    (NUVEEN ESG INTL) 504,000 24,034 0.02%
DUKE ENERGY CORP NEW    (COM NEW) DUK 497,000 6,139 0.02%
PUBLIC SVC ENTERPRISE GRP IN    (COM) PEG 469,000 10,447 0.02%
WEC ENERGY GROUP INC    (COM) 468,000 5,311 0.02%
ISHARES TR    (ESG MSCI USA SML) 463,000 23,233 0.02%
ISHARES TR    (NATIONAL MUN ETF) MUB 450,000 3,986 0.02%
1 2 3 4 5 6 7 Next >Full Portfolio View
Total Value As 2020-03-31: 1,855,968,000 SEC FILING
* Portfolios do not reflect changes after reporting
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