Gradient Investments LLC - Q2 2023 holdings

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$3.88 Billion is the total value of Gradient Investments LLC's 1772 reported holdings in Q2 2023. The portfolio turnover from Q1 2023 to Q2 2023 was 0.0% .

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 Value Shares↓ Weighting
MDWT  MIDWEST HLDG INC$2,164,346
+66.5%
82,2320.0%0.06%
+60.0%
BRKA  BERKSHIRE HATHAWAY INC DELcl a$1,553,430
+11.2%
30.0%0.04%
+5.3%
MKCV  MCCORMICK & CO INC$815,426
+4.8%
9,4160.0%0.02%0.0%
JKHY  HENRY JACK & ASSOC INC$456,811
+11.0%
2,7300.0%0.01%
+9.1%
BSRR  SIERRA BANCORP$417,360
-1.5%
24,5940.0%0.01%
-8.3%
SPHB  INVESCO EXCH TRADED FD TR IIs&p 500 hb etf$387,297
+9.2%
5,0700.0%0.01%0.0%
 DIMENSIONAL ETF TRUSTus mktwide value$325,232
+3.0%
9,4270.0%0.01%
-11.1%
BIP  BROOKFIELD INFRAST PARTNERSlp int unit$309,119
+8.1%
8,4690.0%0.01%0.0%
 PHILLIPS EDISON & CO INC$176,841
+4.5%
5,1890.0%0.01%0.0%
DFUS  DIMENSIONAL ETF TRUSTus equity etf$189,606
+8.4%
3,9370.0%0.01%0.0%
SPFI  SOUTH PLAINS FINANCIAL INC$195,207
+5.1%
8,6720.0%0.01%0.0%
CAR  AVIS BUDGET GROUP$153,438
+17.4%
6710.0%0.00%0.0%
FAF  FIRST AMERN FINL CORP$150,715
+2.4%
2,6430.0%0.00%0.0%
EDIV  SPDR INDEX SHS FDSs&p em mkt div$140,301
+8.6%
4,9310.0%0.00%0.0%
OEF  ISHARES TRs&p 100 etf$139,766
+10.7%
6750.0%0.00%
+33.3%
CEF  SPROTT PHYSICAL GOLD & SILVEtr unit$161,549
-4.7%
8,9650.0%0.00%
-20.0%
TKR  TIMKEN CO$143,702
+12.0%
1,5700.0%0.00%
+33.3%
WTFC  WINTRUST FINL CORP$172,981
-0.5%
2,3820.0%0.00%
-20.0%
 AMERICA MOVIL SAB DE CVspon ads rp cl b$162,733
+2.8%
7,5200.0%0.00%0.0%
HROW  HARROW HEALTH INC$111,993
-10.0%
5,8820.0%0.00%0.0%
FFEB  FIRST TR EXCHNG TRADED FD VIus eqt buffer$135,280
+6.6%
3,3960.0%0.00%0.0%
SCHG  SCHWAB STRATEGIC TRus lcap gr etf$110,626
+15.0%
1,4760.0%0.00%0.0%
GSIE  GOLDMAN SACHS ETF TRactivebeta int$111,512
+1.8%
3,5570.0%0.00%0.0%
CPK  CHESAPEAKE UTILS CORP$130,543
-7.0%
1,0970.0%0.00%
-25.0%
EPD  ENTERPRISE PRODS PARTNERS L$104,195
+1.8%
3,9540.0%0.00%0.0%
MINC  ADVISORSHARES TRnewflt mulsinc$123,066
-0.1%
2,7470.0%0.00%0.0%
AMLP  ALPS ETF TRalerian mlp$58,541
+1.5%
1,4930.0%0.00%0.0%
FMB  FIRST TR EXCH TRADED FD IIImanagd mun etf$75,665
-0.5%
1,4930.0%0.00%0.0%
TT  TRANE TECHNOLOGIES PLC$64,680
+3.9%
3380.0%0.00%0.0%
WDFC  WD 40 CO$94,325
+6.0%
5000.0%0.00%0.0%
NTNX  NUTANIX INCcl a$70,125
+7.9%
2,5000.0%0.00%0.0%
ACWI  ISHARES TRmsci acwi etf$73,778
+5.2%
7690.0%0.00%0.0%
NVG  NUVEEN AMT FREE MUN CR INC F$79,724
-0.7%
6,8140.0%0.00%0.0%
NEXT  NEXTDECADE CORP$82,338
+65.2%
10,0290.0%0.00%
+100.0%
JPHY  J P MORGAN EXCHANGE TRADED Fbetabuilders usd$63,915
-0.7%
1,4330.0%0.00%0.0%
 RBB FD INCmotley fool mid$74,981
+6.2%
3,1390.0%0.00%0.0%
BBDC  BARINGS BDC INC$89,227
-1.3%
11,3810.0%0.00%0.0%
BIPC  BROOKFIELD INFRASTRUCTURE CO$61,715
-1.0%
1,3540.0%0.00%0.0%
BB  BLACKBERRY LTD$78,183
+21.3%
14,1380.0%0.00%0.0%
YORW  YORK WTR CO$60,667
-7.7%
1,4700.0%0.00%0.0%
IHY  VANECK ETF TRUSTinternational hi$73,398
-0.5%
3,6650.0%0.00%0.0%
JVAL  J P MORGAN EXCHANGE TRADED Fus value factr$69,005
+4.8%
1,9340.0%0.00%0.0%
IWY  ISHARES TRrus tp200 gr etf$79,597
+14.1%
5020.0%0.00%0.0%
BIIB  BIOGEN INC$65,516
+2.5%
2300.0%0.00%0.0%
COWZ  PACER FDS TRus cash cows 100$24,227
+2.0%
5060.0%0.00%0.0%
COPX  GLOBAL X FDSglobal x copper$35,391
-2.7%
9400.0%0.00%0.0%
AIZ  ASSURANT INC$47,648
+4.7%
3790.0%0.00%0.0%
LIT  GLOBAL X FDSlithium btry etf$29,520
+2.3%
4540.0%0.00%0.0%
INGR  INGREDION INC$45,559
+4.1%
4300.0%0.00%0.0%
MATX  MATSON INC$45,006
+30.3%
5790.0%0.00%0.0%
DXJ  WISDOMTREE TRjapn hedge eqt$37,712
+17.7%
4530.0%0.00%0.0%
MXF  MEXICO FD INC$51,682
-1.4%
3,0800.0%0.00%0.0%
IYW  ISHARES TRu.s. tech etf$39,738
+17.3%
3650.0%0.00%0.0%
ZBH  ZIMMER BIOMET HOLDINGS INC$26,936
+12.7%
1850.0%0.00%0.0%
DFEN  DIREXION SHS ETF TRdly aerospc 3x$35,945
-0.1%
1,7240.0%0.00%0.0%
SPYV  SPDR SER TRprtflo s&p500 vl$49,896
+6.1%
1,1550.0%0.00%0.0%
IWO  ISHARES TRrus 2000 grw etf$33,730
+7.0%
1390.0%0.00%0.0%
HII  HUNTINGTON INGALLS INDS INC$39,147
+9.9%
1720.0%0.00%0.0%
HIG  HARTFORD FINL SVCS GROUP INC$31,689
+3.3%
4400.0%0.00%0.0%
HTRB  HARTFORD FDS EXCHANGE TRADEDtotal rtrn etf$33,263
-1.7%
9950.0%0.00%0.0%
FUN  CEDAR FAIR L Pdepositry unit$19,985
-12.5%
5000.0%0.00%0.0%
EXP  EAGLE MATLS INC$37,284
+27.0%
2000.0%0.00%0.0%
NURE  NUSHARES ETF TRnuveen shrt term$51,471
+2.3%
1,6920.0%0.00%0.0%
FIVG  ETF SER SOLUTIONSdefiance next$43,560
+2.7%
1,2940.0%0.00%0.0%
 DUTCH BROS INCcl a$36,103
-10.1%
1,2690.0%0.00%0.0%
NI  NISOURCE INC$27,842
-2.2%
1,0180.0%0.00%0.0%
IPAC  ISHARES TRcore msci pac$26,188
+1.5%
4560.0%0.00%0.0%
FV  FIRST TR EXCHANGE-TRADED FDdorsey wrt 5 etf$23,596
+4.1%
5030.0%0.00%0.0%
SUN  SUNOCO LP/SUNOCO FIN CORP$26,136
-0.8%
6000.0%0.00%0.0%
RCL  ROYAL CARIBBEAN GROUP$39,006
+58.9%
3760.0%0.00%0.0%
IFRA  ISHARES TRus infrastruc$24,855
+4.7%
6360.0%0.00%0.0%
RPM  RPM INTL INC$35,892
+2.9%
4000.0%0.00%0.0%
CIEN  CIENA CORP$27,491
-19.1%
6470.0%0.00%0.0%
 RBB FD INCus treasy 2 yr$31,935
-1.9%
6620.0%0.00%0.0%
PICK  ISHARES INCmsci gbl etf new$24,883
-5.3%
6150.0%0.00%0.0%
SWK  STANLEY BLACK & DECKER INC$40,670
+16.3%
4340.0%0.00%0.0%
NOBL  PROSHARES TRs&p 500 dv arist$41,306
+3.3%
4380.0%0.00%0.0%
KAMN  KAMAN CORP$45,813
+6.4%
1,8830.0%0.00%0.0%
REGL  PROSHARES TRs&p mdcp 400 div$27,827
-0.7%
3960.0%0.00%0.0%
CMT  CORE MOLDING TECHNOLOGIES IN$21,408
+26.5%
9410.0%0.00%–
MUJ  BLACKROCK MUNIHLDGS NJ QLTY$30,427
-2.4%
2,7240.0%0.00%0.0%
SR  SPIRE INC$27,914
-9.6%
4400.0%0.00%0.0%
PFM  INVESCO EXCHANGE TRADED FD Tdivid achievev$57,804
+4.5%
1,5120.0%0.00%
-50.0%
ALB  ALBEMARLE CORP$22,532
+0.9%
1010.0%0.00%0.0%
FBHS  FORTUNE BRANDS INNOVATIONS I$33,259
+22.5%
4620.0%0.00%0.0%
AU  ANGLOGOLD ASHANTI LIMITEDsponsored adr$26,932
-12.8%
1,2770.0%0.00%0.0%
SHYD  VANECK ETF TRUSTshrt hgh yld mun$29,079
+0.0%
1,3040.0%0.00%0.0%
 FRANKLIN BSP RLTY TR INC$23,845
+18.7%
1,6840.0%0.00%0.0%
CORP  PIMCO ETF TRinv grd crp bd$30,826
-1.4%
3250.0%0.00%0.0%
IWX  ISHARES TRrus tp200 vl etf$52,468
+3.6%
7780.0%0.00%0.0%
VWOB  VANGUARD WHITEHALL FDSem mk gov bd etf$23,787
-0.1%
3820.0%0.00%0.0%
VSS  VANGUARD INTL EQUITY INDEX Fftse smcap etf$25,410
+1.1%
2300.0%0.00%0.0%
ADT  ADT INC DEL$24,633
-16.6%
4,0850.0%0.00%0.0%
IEO  ISHARES TRus oil gs ex etf$35,671
-1.0%
4200.0%0.00%0.0%
VOX  VANGUARD WORLD FDS$23,282
+10.0%
2190.0%0.00%0.0%
VTWO  VANGUARD SCOTTSDALE FDSvng rus2000idx$22,762
+4.9%
3010.0%0.00%0.0%
LAD  LITHIA MTRS INC$54,740
+32.8%
1800.0%0.00%0.0%
XHB  SPDR SER TRs&p homebuild$37,179
+18.5%
4630.0%0.00%0.0%
ITB  ISHARES TRus home cons etf$39,900
+21.6%
4670.0%0.00%0.0%
SHW  SHERWIN WILLIAMS CO$49,652
+18.1%
1870.0%0.00%0.0%
BKI  BLACK KNIGHT INC$46,888
+3.8%
7850.0%0.00%0.0%
MCR  MFS CHARTER INCOME TRsh ben int$27,764
+0.3%
4,4000.0%0.00%0.0%
MGEE  MGE ENERGY INC$24,682
+1.9%
3120.0%0.00%0.0%
MMP  MAGELLAN MIDSTREAM PRTNRS LP$49,731
+14.9%
7980.0%0.00%0.0%
BKH  BLACK HILLS CORP$31,757
-4.5%
5270.0%0.00%0.0%
PTON  PELOTON INTERACTIVE INC$200
-32.2%
260.0%0.00%–
PPTA  PERPETUA RESOURCES CORP$26
-16.1%
70.0%0.00%–
PBR  PETROLEO BRASILEIRO SA PETROsponsored adr$4,149
+32.6%
3000.0%0.00%–
PHD  PIONEER FLOATING RATE FUND I$1,360
-0.2%
1570.0%0.00%–
PBI  PITNEY BOWES INC$1,887
-9.0%
5330.0%0.00%–
 PORTILLOS INC$18,587
+5.4%
8250.0%0.00%–
PGEN  PRECIGEN INC$10.0%10.0%0.00%–
UFO  PROCURE ETF TRUST IIspace etf$4,536
+0.3%
2370.0%0.00%–
EQRR  PROSHARES TReqts for risin$151
+0.7%
30.0%0.00%–
TOLZ  PROSHARES TRdj brkfld glb$1380.0%30.0%0.00%–
EFAD  PROSHARES TRmsci eafe divd$19,134
-1.3%
5170.0%0.00%
-100.0%
PUMP  PROPETRO HLDG CORP$214
+14.4%
260.0%0.00%–
RES  RPC INC$186
-7.0%
260.0%0.00%–
RYN  RAYONIER INC$12,560
-5.6%
4000.0%0.00%–
RCAT  RED CAT HLDGS INC$2,975
+14.4%
2,5000.0%0.00%–
REZI  RESIDEO TECHNOLOGIES INC$1,113
-3.4%
630.0%0.00%–
QSR  RESTAURANT BRANDS INTL INC$3,178
+15.4%
410.0%0.00%–
RNG  RINGCENTRAL INCcl a$425
+6.5%
130.0%0.00%–
RAD  RITE AID CORP$24
-33.3%
160.0%0.00%–
 ROOT INCcl a new$304
+98.7%
340.0%0.00%–
 RUMBLE INC$8,028
-10.8%
9000.0%0.00%–
SLM  SLM CORP$277
+31.3%
170.0%0.00%–
SM  SM ENERGY CO$221
+12.2%
70.0%0.00%–
CWI  SPDR INDEX SHS FDSmsci acwi exus$2,900
+1.5%
1110.0%0.00%–
GWX  SPDR INDEX SHS FDSs&p intl smlcp$1,892
-1.5%
620.0%0.00%–
SLYG  SPDR SER TRs&p 600 smcp grw$1,539
+4.3%
200.0%0.00%–
CWB  SPDR SER TRbbg conv sec etf$4,337
+4.3%
620.0%0.00%–
SPYG  SPDR SER TRprtflo s&p500 gw$6,040
+10.2%
990.0%0.00%–
KRE  SPDR SER TRs&p regl bkg$735
-6.8%
180.0%0.00%–
XRT  SPDR SER TRs&p retail etf$260
+1.2%
40.0%0.00%–
XME  SPDR SER TRs&p metals mng$206
-4.2%
40.0%0.00%–
MDYG  SPDR SER TRs&p 400 mdcp grw$3,009
+4.7%
420.0%0.00%–
MDYV  SPDR SER TRs&p 400 mdcp val$5,296
+4.1%
770.0%0.00%–
XSD  SPDR SER TRs&p semicndctr$2,877
+6.1%
130.0%0.00%–
KOMP  SPDR SER TRs&p kensho new$89
+4.7%
20.0%0.00%–
SCHN  SCHNITZER STEEL INDS INCcl a$5,998
-3.6%
2000.0%0.00%–
SCHB  SCHWAB STRATEGIC TRus brd mkt etf$19,336
+8.0%
3740.0%0.00%–
 SHIFT TECHNOLOGIES INCcl a new$1,085
+93.8%
5000.0%0.00%–
SMPL  SIMPLY GOOD FOODS CO$402
-8.0%
110.0%0.00%–
SKX  SKECHERS U S A INCcl a$263
+10.5%
50.0%0.00%–
SWBI  SMITH & WESSON BRANDS INC$391
+6.0%
300.0%0.00%–
SJM  SMUCKER J M CO$1,181
-6.2%
80.0%0.00%–
SEDG  SOLAREDGE TECHNOLOGIES INC$807
-11.5%
30.0%0.00%–
SNOA  SONOMA PHARMACEUTICALS INC$33
+10.0%
310.0%0.00%–
SQ  BLOCK INCcl a$8,920
-3.0%
1340.0%0.00%–
STRR  STAR EQUITY HOLDINGS INC$40.0%40.0%0.00%–
RGR  STURM RUGER & CO INC$265
-7.7%
50.0%0.00%–
RUN  SUNRUN INC$393
-11.3%
220.0%0.00%–
SUP  SUPERIOR INDS INTL INC$1,217
-27.3%
3380.0%0.00%–
SYNA  SYNAPTICS INC$85
-23.4%
10.0%0.00%–
SNX  TD SYNNEX CORPORATION$5,734
-2.9%
610.0%0.00%–
TAK  TAKEDA PHARMACEUTICAL CO LTDsponsored ads$7,509
-4.7%
4780.0%0.00%–
TALO  TALOS ENERGY INC$97
-6.7%
70.0%0.00%–
TDOC  TELADOC HEALTH INC$5,900
-2.2%
2330.0%0.00%–
TEF  TELEFONICA S Asponsored adr$6,702
-5.8%
1,6630.0%0.00%–
GIM  TEMPLETON GLOBAL INCOME FD$207
-5.9%
500.0%0.00%–
TXG  10X GENOMICS INC$1,396
+0.1%
250.0%0.00%–
THC  TENET HEALTHCARE CORP$488
+36.7%
60.0%0.00%–
TEVA  TEVA PHARMACEUTICAL INDS LTDsponsored ads$8,667
-14.9%
1,1510.0%0.00%–
TCBI  TEXAS CAP BANCSHARES INC$206
+5.1%
40.0%0.00%–
DDD  3-D SYS CORP DEL$3,327
-7.4%
3350.0%0.00%–
TMST  TIMKENSTEEL CORPORATION$11,540
+17.6%
5350.0%0.00%–
TR  TOOTSIE ROLL INDS INC$7,613
-21.2%
2150.0%0.00%–
BLD  TOPBUILD CORP$1,330
+27.8%
50.0%0.00%–
TGI  TRIUMPH GROUP INC NEW$136
+7.1%
110.0%0.00%–
TPC  TUTOR PERINI CORP$715
+15.9%
1000.0%0.00%–
TWLO  TWILIO INCcl a$1,082
-4.5%
170.0%0.00%–
ME  23ANDME HOLDING CO$123
-23.1%
700.0%0.00%–
TYL  TYLER TECHNOLOGIES INC$2,499
+17.4%
60.0%0.00%–
UMI  USCF ETF TRmidstream energy$856
+3.5%
250.0%0.00%–
UCTT  ULTRA CLEAN HLDGS INC$269
+15.9%
70.0%0.00%–
UNG  UNITED STS NAT GAS FD LPunit par$653
+6.9%
880.0%0.00%–
USO  UNITED STS OIL FD LPunits$3,305
-4.3%
520.0%0.00%–
X  UNITED STATES STL CORP NEW$7,686
-4.0%
3070.0%0.00%–
UNIT  UNITI GROUP INC$2,837
+30.1%
6140.0%0.00%–
UPST  UPSTART HLDGS INC$680
+125.2%
190.0%0.00%–
URBN  URBAN OUTFITTERS INC$298
+19.7%
90.0%0.00%–
PFXF  VANECK ETF TRUSTpreferred securt$2,138
+0.1%
1210.0%0.00%–
BUZZ  VANECK ETF TRUSTsocial sentiment$66
+10.0%
40.0%0.00%–
ESGV  VANGUARD WORLD FDesg us stk etf$9,324
+9.3%
1190.0%0.00%–
MGC  VANGUARD WORLD FDmega cap index$12,517
+9.3%
800.0%0.00%–
VOOG  VANGUARD ADMIRAL FDS INC500 grth idx f$8,385
+10.2%
330.0%0.00%–
VFVA  VANGUARD WELLINGTON FDus value factr$204
+3.6%
20.0%0.00%–
VGK  VANGUARD INTL EQUITY INDEX Fftse europe etf$13,821
+1.2%
2240.0%0.00%–
VCR  VANGUARD WORLD FDSconsum dis etf$17,275
+12.1%
610.0%0.00%–
VDE  VANGUARD WORLD FDSenergy etf$11,289
-1.2%
1000.0%0.00%–
VFH  VANGUARD WORLD FDSfinancials etf$8,043
+4.3%
990.0%0.00%–
VHT  VANGUARD WORLD FDShealth car etf$8,324
+2.7%
340.0%0.00%–
VPU  VANGUARD WORLD FDSutilities etf$10,521
-3.6%
740.0%0.00%–
VAPO  VAPOTHERM INC$312
-32.3%
7000.0%0.00%–
VEC  V2X INC$1,189
+24.8%
240.0%0.00%–
VTR  VENTAS INC$18,577
+9.0%
3930.0%0.00%–
VXF  VANGUARD INDEX FDSextend mkt etf$16,818
+6.2%
1130.0%0.00%–
VTNR  VERTEX ENERGY INC$1,706
-36.7%
2730.0%0.00%–
 VICTORIAS SECRET AND CO$17
-50.0%
10.0%0.00%–
CDC  VICTORY PORTFOLIOS II$10,598
-5.0%
1840.0%0.00%–
CIL  VICTORY PORTFOLIOS II$164
+2.5%
40.0%0.00%–
SPCE  VIRGIN GALACTIC HOLDINGS INC$923
-4.3%
2380.0%0.00%–
VUZI  VUZIX CORP$337
+23.4%
660.0%0.00%–
W  WAYFAIR INCcl a$585
+89.3%
90.0%0.00%–
WFCPRL  WELLS FARGO CO NEWperp pfd cnv a$8,064
-2.1%
70.0%0.00%–
WRN  WESTERN COPPER & GOLD CORP$203
-16.5%
1330.0%0.00%–
DTN  WISDOMTREE TRus ai enhanced$1,871
+2.1%
200.0%0.00%–
DON  WISDOMTREE TRus midcap divid$1,556
+2.6%
370.0%0.00%–
 WOLFSPEED INC$222
-14.6%
40.0%0.00%–
WRAP  WRAP TECHNOLOGIES INC$1,460
-15.1%
1,0000.0%0.00%–
XHR  XENIA HOTELS & RESORTS INC$4,961
-6.0%
4030.0%0.00%–
Z  ZILLOW GROUP INCcl c cap stk$11,309
+13.0%
2250.0%0.00%–
ZI  ZOOMINFO TECHNOLOGIES INC$102
+3.0%
40.0%0.00%–
ZM  ZOOM VIDEO COMMUNICATIONS INcl a$9,164
-8.1%
1350.0%0.00%–
ACGL  ARCH CAP GROUP LTDord$2,994
+10.3%
400.0%0.00%–
BIOX  BIOCERES CROP SOLUTIONS CORP$935
+15.0%
700.0%0.00%–
BEP  BROOKFIELD RENEWABLE PARTNERpartnership unit$8,906
-6.4%
3020.0%0.00%–
ICHR  ICHOR HOLDINGS$338
+14.6%
90.0%0.00%–
LAZ  LAZARD LTD$3,975
-3.1%
1240.0%0.00%–
 JOBY AVIATION INC$1,026
+136.4%
1000.0%0.00%–
NVT  NVENT ELECTRIC PLC$1,506
+20.3%
290.0%0.00%–
SFL  SFL CORPORATION LTD$243
-1.6%
260.0%0.00%–
SIG  SIGNET JEWELERS LIMITED$196
-15.9%
30.0%0.00%–
CRSP  CRISPR THERAPEUTICS AGnamen akt$1,404
+24.1%
250.0%0.00%–
 FRONTLINE PLC$1,104
-12.3%
760.0%0.00%–
GILT  GILAT SATELLITE NETWORKS LTD$1,869
+21.7%
3000.0%0.00%–
SSYS  STRATASYS LTD$3,730
+7.5%
2100.0%0.00%–
MMYT  MAKEMYTRIP LIMITED MAURITIUS$270
+10.2%
100.0%0.00%–
IDOG  ALPS ETF TRintl sec dv dog$4,203
+1.3%
1500.0%0.00%–
ARKQ  ARK ETF TRautnmus technlgy$5,749
+12.1%
1020.0%0.00%–
ARKF  ARK ETF TRfintech innova$4,558
+11.1%
2180.0%0.00%–
ANF  ABERCROMBIE & FITCH COcl a$3,768
+35.8%
1000.0%0.00%–
ASO  ACADEMY SPORTS & OUTDOORS IN$10,810
-17.2%
2000.0%0.00%–
ATNM  ACTINIUM PHARMACEUTICALS INC$490
-21.5%
660.0%0.00%–
AEG  AEGON N V$872
+17.8%
1720.0%0.00%–
AVAV  AEROVIRONMENT INC$2,148
+11.6%
210.0%0.00%–
AFRM  AFFIRM HLDGS INC$1,180
+35.9%
770.0%0.00%–
 DOMINARI HOLDINGS INC$30.0%10.0%0.00%–
ALEX  ALEXANDER & BALDWIN INC NEW$9,290
-1.7%
5000.0%0.00%–
MDRX  VERADIGM INC$126
-3.8%
100.0%0.00%–
 EA SERIES TRUSTstrive us energy$14,501
-1.6%
5300.0%0.00%–
AAL  AMERICAN AIRLS GROUP INC$14,513
+21.6%
8090.0%0.00%–
AXL  AMERICAN AXLE & MFG HLDGS IN$1,133
+5.9%
1370.0%0.00%–
AFIN  THE NECESSITY RETAIL REIT IN$14,771
+7.6%
2,1850.0%0.00%–
LIACF  AMERICAN LITHIUM CORP$12,864
-13.0%
6,4000.0%0.00%–
AOUT  AMERICAN OUTDOOR BRANDS INC$61
-11.6%
70.0%0.00%–
AWR  AMER STATES WTR CO$16,965
-2.1%
1950.0%0.00%–
CRMT  AMERICAS CAR-MART INC$1,497
+26.0%
150.0%0.00%–
APPN  APPIAN CORPcl a$2,380
+7.3%
500.0%0.00%–
APPH  APPHARVEST INC$19
-38.7%
500.0%0.00%–
ASAN  ASANA INCcl a$1,036
+4.3%
470.0%0.00%–
 ATHERSYS INC NEW$1,740
-29.3%
2,0000.0%0.00%–
AVNS  AVANOS MED INC$511
-14.1%
200.0%0.00%–
AVA  AVISTA CORP$13,038
-7.5%
3320.0%0.00%–
ACLS  AXCELIS TECHNOLOGIES INC$5,683
+37.6%
310.0%0.00%–
AXON  AXON ENTERPRISE INC$6,829
-13.2%
350.0%0.00%–
AX  AXOS FINANCIAL INC$947
+6.9%
240.0%0.00%–
LEO  BNY MELLON STRATEGIC MUNS IN$10,574
-0.3%
1,7000.0%0.00%–
BLDP  BALLARD PWR SYS INC NEW$218
-21.9%
500.0%0.00%–
BBD  BANCO BRADESCO S Asp adr pfd new$30.0%10.0%0.00%–
BOH  BANK HAWAII CORP$6,308
-20.8%
1530.0%0.00%–
BKSC  BANK SOUTH CAROLINA CORP$9,220
-11.7%
6600.0%0.00%–
 BATH & BODY WORKS INC$188
+2.7%
50.0%0.00%–
BYND  BEYOND MEAT INC$3,115
-20.0%
2400.0%0.00%–
BNGO  BIONANO GENOMICS INC$3
-50.0%
50.0%0.00%–
BJRI  BJS RESTAURANTS INC$4,611
+9.1%
1450.0%0.00%–
BL  BLACKLINE INC$1,076
-19.9%
200.0%0.00%–
BGB  BLACKSTONE STRATEGIC CRED 20$3,006
+2.6%
2750.0%0.00%–
SAM  BOSTON BEER INCcl a$617
-6.1%
20.0%0.00%–
BHF  BRIGHTHOUSE FINL INC$426
+7.3%
90.0%0.00%–
BCO  BRINKS CO$7,054
+1.5%
1040.0%0.00%–
RA  BROOKFIELD REAL ASSETS INCOM$2,196
+1.9%
1310.0%0.00%–
BEPC  BROOKFIELD RENEWABLE CORPcl a sub vtg$946
-9.8%
300.0%0.00%–
BRKS  AZENTA INC$187
+5.1%
40.0%0.00%–
CNX  CNX RES CORP$780
+10.6%
440.0%0.00%–
CAMP  CALAMP CORP$954
-70.5%
9000.0%0.00%–
CAL  CALERES INC$287
+10.4%
120.0%0.00%–
ELY  TOPGOLF CALLAWAY BRANDS CORP$199
-7.9%
100.0%0.00%–
CPT  CAMDEN PPTY TRsh ben int$762
+3.8%
70.0%0.00%–
CCJ  CAMECO CORP$12,814
+19.7%
4090.0%0.00%–
CWH  CAMPING WORLD HLDGS INCcl a$815
+47.4%
270.0%0.00%–
GOOS  CANADA GOOSE HLDGS INC$214
-7.4%
120.0%0.00%–
CNNE  CANNAE HLDGS INC$7,114
+0.2%
3520.0%0.00%–
CANO  CANO HEALTH INC$240
+52.9%
1730.0%0.00%–
CC  CHEMOURS CO$7,020
+23.3%
1900.0%0.00%–
CHKEL  CHESAPEAKE ENERGY CORP*w exp 02/09/202$196
+14.6%
30.0%0.00%–
CHK  CHESAPEAKE ENERGY CORP$84
+10.5%
10.0%0.00%–
CHWY  CHEWY INCcl a$3,986
+5.6%
1010.0%0.00%–
CHS  CHICOS FAS INC$321
-2.7%
600.0%0.00%–
CINF  CINCINNATI FINL CORP$3,017
-13.2%
310.0%0.00%–
 CION INVT CORP$14,241
+5.2%
1,3720.0%0.00%–
 CIVITAS RESOURCES INC$347
+1.5%
50.0%0.00%–
CLSK  CLEANSPARK INC$215
+54.7%
500.0%0.00%–
CLPT  CLEARPOINT NEURO INC$1,050
-14.2%
1450.0%0.00%–
COKE  COCA COLA CONS INC$8,904
+18.9%
140.0%0.00%–
CGNX  COGNEX CORP$5,602
+13.1%
1000.0%0.00%–
 COHERENT CORP$357
+33.7%
70.0%0.00%–
RQI  COHEN & STEERS QUALITY INCOM$5,800
-2.7%
5000.0%0.00%–
COLM  COLUMBIA SPORTSWEAR CO$6,411
-14.4%
830.0%0.00%–
CYH  COMMUNITY HEALTH SYS INC NEW$97
-10.2%
220.0%0.00%–
CMPS  COMPASS PATHWAYS PLCsponsored ads$828
-16.6%
1000.0%0.00%–
CNXC  CONCENTRIX CORP$4,926
-33.6%
610.0%0.00%–
CNDT  CONDUENT INC$371
-0.8%
1090.0%0.00%–
CFLT  CONFLUENT INC$35
+45.8%
10.0%0.00%–
CEIX  CONSOL ENERGY INC NEW$339
+16.5%
50.0%0.00%–
COTY  COTY INC$61
+1.7%
50.0%0.00%–
CPNG  COUPANG INCcl a$244
+8.9%
140.0%0.00%–
CUZ  COUSINS PPTYS INC$7,638
+6.6%
3350.0%0.00%–
CBRL  CRACKER BARREL OLD CTRY STOR$6,243
-18.0%
670.0%0.00%–
CRWD  CROWDSTRIKE HLDGS INCcl a$1,616
+7.0%
110.0%0.00%–
CLXPF  CYBIN INC$1,211
-1.9%
3,2050.0%0.00%–
KTF  DWS MUN INCOME TR$11,193
-3.3%
1,3000.0%0.00%–
DXC  DXC TECHNOLOGY CO$1,069
+4.6%
400.0%0.00%–
DAN  DANA INC$1,955
+12.9%
1150.0%0.00%–
DFAT  DIMENSIONAL ETF TRUSTus targeted vlu$12,624
+4.2%
2720.0%0.00%–
 DIMENSIONAL ETF TRUSTshort duration f$4,589
-0.6%
990.0%0.00%–
TNA  DIREXION SHS ETF TRdly smcap bull3x$14,151
+9.6%
4010.0%0.00%–
FAS  DIREXION SHS ETF TRdly fin bull new$16,340
+10.2%
2570.0%0.00%–
DHC  DIVERSIFIED HEALTHCARE TR$113
+66.2%
500.0%0.00%–
DPZ  DOMINOS PIZZA INC$2,359
+2.2%
70.0%0.00%–
DY  DYCOM INDS INC$341
+21.4%
30.0%0.00%–
JETS  ETF SER SOLUTIONSus glb jets$11,781
+15.0%
5500.0%0.00%–
HACK  ETF MANAGERS TRprime cybr scrty$8,159
+5.8%
1610.0%0.00%–
EWBC  EAST WEST BANCORP INC$633
-5.0%
120.0%0.00%–
EVN  EATON VANCE MUNI INCOME TRUSsh ben int$796
-1.7%
800.0%0.00%–
EFT  EATON VANCE FLTING RATE INC$2,196
+1.5%
1880.0%0.00%–
ECPG  ENCORE CAP GROUP INC$243
-3.6%
50.0%0.00%–
ERF  ENERPLUS CORP$1,447
+0.4%
1000.0%0.00%–
ERIC  ERICSSONadr b sek 10$6,153
-6.8%
1,1290.0%0.00%–
ETSY  ETSY INC$85
-23.4%
10.0%0.00%–
ROBO  EXCHANGE TRADED CONCEPTS TRrobo glb etf$1,288
+7.0%
220.0%0.00%–
EXPE  EXPEDIA GROUP INC$4,157
+12.7%
380.0%0.00%–
FNB  F N B CORP$820
-1.4%
720.0%0.00%–
FIGS  FIGS INCcl a$8,270
+33.6%
1,0000.0%0.00%–
FNCL  FIDELITY COVINGTON TRUSTmsci finls idx$1,083
+4.4%
230.0%0.00%–
FUTY  FIDELITY COVINGTON TRUSTmsci utils index$381
-3.3%
90.0%0.00%–
FMAT  FIDELITY COVINGTON TRUSTmsci matls index$142
+2.9%
30.0%0.00%–
FDL  FIRST TR MORNINGSTAR DIVID L$7,890
-4.2%
2320.0%0.00%–
FDM  FIRST TR DOW JONES SELECT MI$172
+6.2%
30.0%0.00%–
FTCS  FIRST TR EXCHANGE-TRADED FDcap strength etf$13,890
+2.9%
1850.0%0.00%–
QCLN  FIRST TR EXCHANGE-TRADED FDnas clnedg green$3,091
-1.7%
600.0%0.00%–
FXG  FIRST TR EXCHANGE TRADED FDconsumr staple$3,634
+0.9%
580.0%0.00%–
FXO  FIRST TR EXCHANGE TRADED FDfinls alphadex$6,371
+1.0%
1690.0%0.00%–
FXU  FIRST TR EXCHANGE TRADED FDutilities alph$6,835
-3.1%
2150.0%0.00%–
EMLP  FIRST TR EXCHANGE-TRADED FDno amer energy$2,754
+1.4%
1020.0%0.00%–
TDIV  FIRST TR EXCHANGE-TRADED FDnasd tech div$18,361
+8.5%
3130.0%0.00%–
FTHI  FIRST TR EXCHANGE-TRADED FDbuywrit incm etf$15,891
+4.3%
7560.0%0.00%–
AIRR  FIRST TR EXCHANGE-TRADED FDrba indl etf$6,812
+12.6%
1260.0%0.00%–
FTXG  FIRST TR EXCHANGE-TRADED FDnasdq fod bvrg$3,645
-2.4%
1390.0%0.00%–
FEI  FIRST TR MLP & ENERGY INCOM$578
+0.9%
750.0%0.00%–
FTGC  FIRST TR EXCHANGE TRAD FD VIfst tr glb fd$14,117
-3.1%
6200.0%0.00%–
FIXD  FIRST TR EXCHNG TRADED FD VItcw opportunis$8,525
-2.0%
1930.0%0.00%–
UCON  FIRST TR EXCHNG TRADED FD VItcw unconstrai$13,173
-0.2%
5450.0%0.00%–
QDEF  FLEXSHARES TRqlt div def idx$11,193
+5.6%
2000.0%0.00%–
FLR  FLUOR CORP NEW$237
-4.0%
80.0%0.00%–
 FORUM ENERGY TECHNOLOGIES INnote 9.000% 8/0$49
+2.1%
490.0%0.00%–
FOXF  FOX FACTORY HLDG CORP$217
-10.7%
20.0%0.00%–
FULT  FULTON FINL CORP PA$16,354
-13.7%
1,3720.0%0.00%
-100.0%
FURY  FURY GOLD MINES LIMITED$14
-22.2%
330.0%0.00%–
GIII  G III APPAREL GROUP LTD$328
+24.2%
170.0%0.00%–
GALT  GALECTIN THERAPEUTICS INC$5,472
-31.4%
3,8000.0%0.00%–
GPS  GAP INC$98
-10.9%
110.0%0.00%–
GTX  GARRETT MOTION INC$681
-1.2%
900.0%0.00%–
 GAUCHO GROUP HLDGS INC$17
-43.3%
310.0%0.00%–
GOOD  GLADSTONE COMMERCIAL CORP$18,555
-2.1%
1,5000.0%0.00%
-100.0%
GNL  GLOBAL NET LEASE INC$15,204
-20.1%
1,4790.0%0.00%
-100.0%
GXF  GLOBAL X FDSmsci norway etf$5,987
-4.9%
2590.0%0.00%–
SOCL  GLOBAL X FDSsocial med etf$9,294
-1.1%
2540.0%0.00%–
BUG  GLOBAL X FDScybrscurty etf$123
+3.4%
50.0%0.00%–
PAVE  GLOBAL X FDSus infr dev etf$251
+10.6%
80.0%0.00%–
FINX  GLOBAL X FDSfintech etf$4,414
+6.0%
2000.0%0.00%–
 GOLDMAN SACHS ETF TRaccess emng mkts$7,363
-0.9%
1830.0%0.00%–
GSLC  GOLDMAN SACHS ETF TRactivebeta us lg$3,841
+7.5%
440.0%0.00%–
GVA  GRANITE CONSTR INC$80
-2.4%
20.0%0.00%–
HL  HECLA MNG CO$587
-18.7%
1140.0%0.00%–
HPE  HEWLETT PACKARD ENTERPRISE C$15,324
+5.5%
9120.0%0.00%–
HIMX  HIMAX TECHNOLOGIES INCsponsored adr$7,067
-17.0%
1,0470.0%0.00%–
 HIVE BLOCKCHAIN TECHNLGIES L$74
+39.6%
160.0%0.00%–
HMST  HOMESTREET INC$1,539
-67.1%
2600.0%0.00%–
HRL  HORMEL FOODS CORP$3,805
+0.8%
950.0%0.00%–
HST  HOST HOTELS & RESORTS INC$3,551
+2.1%
2110.0%0.00%–
HUN  HUNTSMAN CORP$8,278
-1.2%
3060.0%0.00%–
INSG  INSEEGO CORP$13
+8.3%
200.0%0.00%–
PAUG  INNOVATOR ETFS TRus eqty pwr bf$1,466
+5.7%
470.0%0.00%–
BJUL  INNOVATOR ETFS TRus eqty bufr jul$988
+8.0%
280.0%0.00%–
PBW  INVESCO EXCHANGE TRADED FD Twilderhil clan$3,330
-0.7%
830.0%0.00%–
XLG  INVESCO EXCHANGE TRADED FD Ts&p 500 top 50$11,541
+12.6%
330.0%0.00%–
RYH  INVESCO EXCHANGE TRADED FD Ts&p500 eql hlt$1,788
+2.2%
60.0%0.00%–
RYF  INVESCO EXCHANGE TRADED FD Ts&p500 eql fin$5,940
+1.5%
1160.0%0.00%–
PNQI  INVESCO EXCHANGE TRADED FD Tnasdaq internt$12,508
+11.0%
800.0%0.00%–
PGJ  INVESCO EXCHANGE TRADED FD Tglobal drgn cn$6,950
-10.3%
2610.0%0.00%–
PSP  INVESCO EXCHANGE TRADED FD Tgbl listed pvt$1,904
+4.0%
1810.0%0.00%–
PBJ  INVESCO EXCHANGE TRADED FD Tdynmc food bev$5,772
-1.9%
1270.0%0.00%–
DBC  INVESCO DB COMMDY INDX TRCKunit$15,300
-4.4%
6740.0%0.00%–
PZA  INVESCO EXCH TRADED FD TR IInatl amt muni$3,021
-0.3%
1280.0%0.00%–
KBWB  INVESCO EXCH TRADED FD TR IIkbw bk etf$127
-0.8%
30.0%0.00%–
PHB  INVESCO EXCH TRADED FD TR IIfndmntl hy crp$1,882
-0.2%
1080.0%0.00%–
QQQJ  INVESCO EXCH TRADED FD TR IInasdaqnxtgen100$157
+2.6%
60.0%0.00%–
VRP  INVESCO EXCH TRADED FD TR IIvar rate pfd$2,781
+0.4%
1250.0%0.00%–
CLTL  INVESCO EXCH TRADED FD TR IItreas colaterl$6,434
-0.0%
610.0%0.00%–
DBA  INVESCO DB MULTI-SECTOR COMMagriculture fd$147
+2.8%
70.0%0.00%–
EZU  ISHARES INCmsci eurzone etf$4,765
+1.6%
1040.0%0.00%–
IXN  ISHARES TRglobal tech etf$13,060
+14.4%
2100.0%0.00%–
IXC  ISHARES TRglobal energ etf$4,876
-1.4%
1310.0%0.00%–
IGE  ISHARES TRnorth amern nat$1,708
-0.9%
440.0%0.00%–
IWN  ISHARES TRrus 2000 val etf$11,968
+2.8%
850.0%0.00%–
IYF  ISHARES TRu.s. finls etf$2,835
+4.9%
380.0%0.00%–
IYE  ISHARES TRu.s. energy etf$14,394
-2.1%
3360.0%0.00%–
IJT  ISHARES TRs&p sml 600 gwt$5,747
+4.5%
500.0%0.00%–
ICLN  ISHARES TRgl clean ene etf$7,176
-7.0%
3900.0%0.00%–
USRT  ISHARES TRcre u s reit etf$4,370
+2.0%
850.0%0.00%–
GVI  ISHARES TRintrm gov cr etf$1,544
-1.5%
150.0%0.00%–
SUSA  ISHARES TRmsci usa esg slc$189
+6.8%
20.0%0.00%–
IHI  ISHARES TRu.s. med dvc etf$2,371
+4.6%
420.0%0.00%–
INDA  ISHARES TRmsci india etf$11,449
+11.0%
2620.0%0.00%–
ESGE  ISHARES INCesg awr msci em$630.0%20.0%0.00%–
DGRO  ISHARES TRcore div grwth$8,760
+3.1%
1700.0%0.00%–
TFLO  ISHARES TRtrs flt rt bd$4,966
+0.2%
980.0%0.00%–
ESGD  ISHARES TResg aw msci eafe$73
+1.4%
10.0%0.00%–
IAGG  ISHARES TRcore intl aggr$493
+0.6%
100.0%0.00%–
KNX  KNIGHT-SWIFT TRANSN HLDGS INcl a$444
-2.2%
80.0%0.00%–
KSS  KOHLS CORP$2,909
-2.1%
1260.0%0.00%–
KWEB  KRANESHARES TRcsi chi internet$539
-13.6%
200.0%0.00%–
KARS  KRANESHARES TRelec veh futur$1,498
+1.7%
480.0%0.00%–
LBAI  LAKELAND BANCORP INC$633
-13.4%
470.0%0.00%–
LANC  LANCASTER COLONY CORP$2,011
-0.9%
100.0%0.00%–
LEA  LEAR CORP$144
+3.6%
10.0%0.00%–
LX  LEXINFINTECH HLDGS LTDadr$50.0%20.0%0.00%–
LXP  LXP INDUSTRIAL TRUST$2,387
-5.4%
2450.0%0.00%–
ASG  LIBERTY ALL-STAR GROWTH FD I$1,223
+2.5%
2260.0%0.00%–
LFVN  LIFEVANTAGE CORP$4,111
+21.2%
9450.0%0.00%–
LTHM  LIVENT CORP$686
+26.3%
250.0%0.00%–
 LOOP MEDIA INC$163
-58.3%
680.0%0.00%–
 LUCID GROUP INC$875
-14.3%
1270.0%0.00%–
MGM  MGM RESORTS INTERNATIONAL$5,754
-1.1%
1310.0%0.00%–
M  MACYS INC$305
-8.1%
190.0%0.00%–
MTEX  MANNATECH INC$2,918
-30.4%
2430.0%0.00%–
MARA  MARATHON DIGITAL HOLDINGS IN$4,089
+59.0%
2950.0%0.00%–
MKTX  MARKETAXESS HLDGS INC$784
-33.2%
30.0%0.00%–
MQ  MARQETA INC$1,188
+6.5%
2440.0%0.00%–
VAC  MARRIOTT VACATIONS WORLDWIDE$2,945
-9.0%
240.0%0.00%–
MASI  MASIMO CORP$8,228
-10.8%
500.0%0.00%–
MTDR  MATADOR RES CO$732
+9.7%
140.0%0.00%–
MTCH  MATCH GROUP INC NEW$1,214
+9.1%
290.0%0.00%–
MAT  MATTEL INC$263
+6.5%
130.0%0.00%–
MMAT  META MATERIALS INC$468
-47.2%
2,1740.0%0.00%–
MSTR  MICROSTRATEGY INCcl a new$342
+17.1%
10.0%0.00%–
MIRM  MIRUM PHARMACEUTICALS INC$466
+7.9%
180.0%0.00%–
 MODIV INC$225
+41.5%
150.0%0.00%–
 HELLO GROUP INCnote 1.250% 7/0$3,918
-0.6%
4,0000.0%0.00%–
 MOMENTUS INC$32
-45.8%
1000.0%0.00%–
NGL  NGL ENERGY PARTNERS LP$3,890
+34.1%
1,0000.0%0.00%–
NMIH  NMI HLDGS INCcl a$284
+15.4%
110.0%0.00%–
NGVC  NATURAL GROCERS BY VITAMIN C$3,935
+4.3%
3210.0%0.00%–
NBXG  NEUBERGER BERMAN NEXT GENERA$6,186
+4.8%
5670.0%0.00%–
NWSA  NEWS CORP NEWcl a$3,627
+12.9%
1860.0%0.00%–
NHF  NEXPOINT DIVERSIFIED REL ET$3,259
+20.6%
2600.0%0.00%–
NEP  NEXTERA ENERGY PARTNERS LP$2,052
-3.5%
350.0%0.00%–
 NIOCORP DEVS LTD$8,637
-20.9%
1,7170.0%0.00%–
NOK  NOKIA CORPsponsored adr$6,282
-15.3%
1,5100.0%0.00%–
NUS  NU SKIN ENTERPRISES INCcl a$34
-15.0%
10.0%0.00%–
NTR  NUTRIEN LTD$118
-20.3%
20.0%0.00%–
 NUVEI CORPORATION$1,833
-32.1%
620.0%0.00%–
NUDM  NUSHARES ETF TRnuveen esg intl$3,736
+3.0%
1290.0%0.00%–
NUHY  NUSHARES ETF TResg hi tld crp$4,009
-0.9%
1950.0%0.00%–
NUEM  NUSHARES ETF TRnuveen esg emrgn$3,632
+1.6%
1330.0%0.00%–
OI  O-I GLASS INC$1,706
-6.1%
800.0%0.00%–
OTLY  OATLY GROUP ABsponsored ads$15,375
-15.3%
7,5000.0%0.00%–
OPTT  OCEAN PWR TECHNOLOGIES INC$120
+13.2%
2000.0%0.00%–
OPI  OFFICE PPTYS INCOME TR$716
-37.4%
930.0%0.00%–
OGS  ONE GAS INC$1,920
-3.1%
250.0%0.00%–
ORAN  ORANGEsponsored adr$3,783
-2.4%
3250.0%0.00%–
 ORION OFFICE REIT INC$456
-1.3%
690.0%0.00%–
PJT  PJT PARTNERS INC$696
-3.6%
100.0%0.00%–
PULS  PGIM ETF TRpgim ultra sh bd$713
+1.6%
140.0%0.00%–
PACB  PACIFIC BIOSCIENCES CALIF IN$798
+14.8%
600.0%0.00%–
Original filings

The following EDGAR filing(s) were analyzed to create this report:

  • View 13F-HR filed 2023-07-11
Signatures

The EDGAR filing(s) were signed by:

Top long-term holdings
NameQuarters ownedLatest quarter ownedMax weighting
SPDR S&P 500 ETF TR45Q2 202421.0%
ISHARES TR45Q2 202421.1%
VANGUARD BD INDEX FDS45Q2 20247.8%
ISHARES TR45Q2 20244.3%
ISHARES TR45Q2 20246.9%
APPLE INC45Q2 20241.9%
SSGA ACTIVE ETF TR45Q2 20242.8%
CHEVRON CORP NEW45Q2 20241.0%
MICROSOFT CORP45Q2 20242.0%
JPMORGAN CHASE & CO.45Q2 20241.0%

View Gradient Investments LLC's complete holdings history.

Latest filings
TypeFiled
N-PX2024-07-24
13F-HR2024-07-18
13F-HR2024-04-23
13F-HR2024-01-18
13F-HR2023-10-27
13F-HR2023-07-11
13F-HR2023-04-17
13F-HR2023-01-10
13F-HR2022-10-14
13F-HR2022-07-11

View Gradient Investments LLC's complete filings history.

All filings

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