Long-term investor
Gradient Investments LLC @gradientinvestmentsllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001542265).
Record
- Tracked since 2025-12-31 (257 days), 66 trades recorded
- Returns: week n/a · month n/a · 90 days n/a · 6 months n/a · 1 year n/a · all +4.8%
- Max drawdown n/a · win rate 15% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- SPYM · 5.4% · long · since 2025-12-31
- NVDA · 2.7% · long · since 2025-12-31
- DMBS · 2.1% · long · since 2025-12-31
- AAPL · 2.0% · long · since 2025-12-31
- AMZN · 2.0% · long · since 2025-12-31
- AVDE · 1.8% · long · since 2025-12-31
- GOOG · 1.7% · long · since 2025-12-31
- JMBS · 1.7% · long · since 2025-12-31
- GLDM · 1.7% · long · since 2025-12-31
- SEPU · 1.7% · long · since 2025-12-31
- MSFT · 1.6% · long · since 2025-12-31
- SPDW · 1.6% · long · since 2025-12-31