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  Name: GRADIENT INVESTMENTS LLC
  City: SHOREVIEW
  State: MN
  Zip: 55126
   
Achive data
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $4,312,112,000
  Total Value Change : $176,800,000
  Securities Held Change : -597
   
All Securities Held : 1233
  New Positions : 68
  Closed Positions : 674
  Increased Positions : 175
  Unchanged Positions : 278
  Decreased Positions : 712

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Holdings Found : 67     View All Holdings Currently Viewing:  New Positions     Page 1 of 1
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 Ticker Company Name Position
Rank		 New/Closed
Postion
Last
Close
     Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
    % of Company    Industry
   (MARW)1 Year Chart         MARW Allianzim Us Large Cap Buff... 49 New $0.00 $24,756,000 861,979 0.57% 24,756,000 861,979 9.578    N/A
   (NYT)1 Year Chart         NYT New York Times Co 104 New $43.17 $15,190,000 351,462 0.35% 15,190,000 351,462 0.21    Publishing
   (CHAT)1 Year Chart         CHAT Roundhill Generative Ai And... 165 New $0.00 $1,873,000 52,637 0.04% 1,873,000 52,637 0.585    N/A
   (GBTC)1 Year Chart         GBTC Grayscale Bitcoin 398 New $0.00 $64,000 1,010 0% 64,000 1,010 0.011    N/A
   (CMBS)1 Year Chart         CMBS iShares Barclays Cmbs Bond ... 537 New $46.11 $20,000 433 0% 20,000 433 0    N/A
   (AMR)1 Year Chart         AMR Alpha Metallurgical Resourc... 661 New $50.08 $8,000 25 0% 8,000 25 0    N/A
   (ACWV)1 Year Chart         ACWV Ishares Msci All Country Wo... 673 New $0.00 $7,000 66 0% 7,000 66 0    N/A
   (FNDC)1 Year Chart         FNDC Schwab Fundamental Internat... 700 New $34.47 $6,000 174 0% 6,000 174 0    N/A
   (GNR)1 Year Chart         GNR Spdr S&Amp;P Global Natural... 722 New $58.71 $5,000 90 0% 5,000 90 0    Closed - End Fund - E...
   (EEMS)1 Year Chart         EEMS Ishares Msci Emerging Marke... 719 New $59.25 $5,000 92 0% 5,000 92 0    N/A
   (ESGU)1 Year Chart         ESGU Ishares Msci Usa Esg Optimized 724 New $0.00 $5,000 44 0% 5,000 44 0    N/A
   (SCHZ)1 Year Chart         SCHZ Schwab Us Aggregate Bond 806 New $44.77 $3,000 72 0% 3,000 72 0    N/A
   (FVC)1 Year Chart         FVC First Trust Dorsey Wright D... 795 New $33.48 $3,000 100 0% 3,000 100 0    N/A
   (BTCO)1 Year Chart         BTCO Invesco Galaxy Bitcoin ETF 808 New $0.00 $2,000 22 0% 2,000 22 0.013    N/A
   (XOVR)1 Year Chart         XOVR Spdr Bofa Merrill Lynch Cro... 830 New $23.11 $2,000 64 0% 2,000 64 0    N/A
   (BTF)1 Year Chart         BTF Valkyrie Bitcoin Strategy Etf 821 New $0.00 $2,000 100 0% 2,000 100 0    N/A
   (IBIT)1 Year Chart         IBIT iShares Bitcoin Trust 833 New $36.32 $2,000 56 0% 2,000 56 0    N/A
   (JBL)1 Year Chart         JBL Jabil Circuit Inc 938 New $118.27 $1,000 8 0% 1,000 8 0    Printed Circuit Boards
   (ALTM)1 Year Chart         ALTM Arcadium Lithium Plc 972 New $3.88 $1,000 226 0% 1,000 226 0    N/A
   (HWM)1 Year Chart         HWM Howmet Aerospace Inc 868 New $66.40 $1,000 15 0% 1,000 15 0    Aluminum
   (PSCU)1 Year Chart         PSCU Invesco S&P Smallcap Utilit... 917 New $50.49 $1,000 10 0% 1,000 10 0    N/A
   (BCI)1 Year Chart         BCI Aberdeen Standard Bloomberg... 931 New $20.54 $1,000 41 0% 1,000 41 0    N/A
   (NXT)1 Year Chart         NXT Nextracker Inc. 866 New $43.76 $1,000 19 0% 1,000 19 0    N/A
   (DBX)1 Year Chart         DBX Dropbox Inc 964 New $24.15 $1,000 42 0% 1,000 42 0    N/A
   (EVGO)1 Year Chart         EVGO EVgo Inc 967 New $1.81 $1,000 480 0% 1,000 480 0    N/A
   (JPGB)1 Year Chart         JPGB Jpmorgan Global Bond Opport... 986 New $0.00 $1,000 18 0% 1,000 18 0    N/A
   (KOF)1 Year Chart         KOF Coca Cola FEMSA S.A. (ADR) 907 New $99.61 $1,000 11 0% 1,000 11 0    Beverage Soft Drinks...
   (ZTO)1 Year Chart         ZTO Zto Express Cayman Inc 902 New $21.61 $1,000 35 0% 1,000 35 0    N/A
   (DYNF)1 Year Chart         DYNF Blackrock Us Equity Factor ... 870 New $43.28 $1,000 16 0% 1,000 16 0    N/A
   (MIICF)1 Year Chart         MIICF Millicom International Cell... 1827 New $20.15 $0 10 0% 0 10 0    Telecom Services - Fo...
   (SPOK)1 Year Chart         SPOK Spok Holdings Inc 1106 New $15.86 $0 0 0% 0 0 0    Wireless Communications
   (SWAN)1 Year Chart         SWAN Amplify Blackswan Growth & ... 1611 New $0.00 $0 1 0% 0 1 0    N/A
   (XHE)1 Year Chart         XHE Spdr S&P Health Care Equipm... 1898 New $82.43 $0 0 0% 0 0 0    N/A
   (ISWN)1 Year Chart         ISWN Amplify Blackswan Iswn Etf 1295 New $0.00 $0 0 0% 0 0 0    N/A
   (DJIA)1 Year Chart         DJIA Global X Dow 30 Covered Cal... 1810 New $0.00 $0 1 0% 0 1 0    N/A
   (PID)1 Year Chart         PID PowerShares Exchange-Traded... 1091 New $17.96 $0 0 0% 0 0 0    Closed - End Fund - Debt
   (QQEW)1 Year Chart         QQEW First Trust NASDAQ-100 Equa... 1582 New $118.78 $0 0 0% 0 0 0    Closed - End Fund - Debt
   (IJJ)1 Year Chart         IJJ iShares S&P MC 400/BARRA VL 1826 New $112.23 $0 0 0% 0 0 0    Closed - End Fund - E...
   (HSPX)1 Year Chart         HSPX Global X S&P 500 Covered Ca... 1104 New $0.00 $0 1 0% 0 1 0    N/A
   (RODM)1 Year Chart         RODM Lattice Developed Markets E... 1607 New $27.53 $0 1 0% 0 1 0    N/A
   (DFIP)1 Year Chart         DFIP Dfa Dimensional Inflation-p... 1889 New $0.00 $0 0 0% 0 0 0    N/A
   (MITT)1 Year Chart         MITT Ag Mortgage Investment Trus... 1291 New $5.65 $0 0 0% 0 0 0    N/A
   (CWAN)1 Year Chart         CWAN Clearwater Analytics Holdin... 1581 New $16.40 $0 10 0% 0 10 0    N/A
   (BYRN)1 Year Chart         BYRN Byrna Technologies Inc 1823 New $13.67 $0 8 0% 0 8 0    N/A
   (BINC)1 Year Chart         BINC Blackrock Flexible Income Etf 1103 New $0.00 $0 4 0% 0 4 0    N/A
   (DIHP)1 Year Chart         DIHP Dfa Dimensional Internatl H... 1031 New $0.00 $0 1 0% 0 1 0    N/A
   (DUHP)1 Year Chart         DUHP Dfa Dimensional Us High Pro... 1888 New $0.00 $0 2 0% 0 2 0    N/A
   (QUS)1 Year Chart         QUS Spdr Msci Usa Strategicfactors 1639 New $0.00 $0 0 0% 0 0 0    N/A
   (IYJ)1 Year Chart         IYJ iShares Dow Jones US Indust... 1569 New $0.00 $0 0 0% 0 0 0    Closed - End Fund - E...
   (JCPB)1 Year Chart         JCPB Jpmorgan Core Plus Bond Etf 1369 New $0.00 $0 1 0% 0 1 0    N/A
   (VRT)1 Year Chart         VRT Vertiv Holdings Co 1096 New $93.49 $0 1 0% 0 1 0    N/A
   (SAND)1 Year Chart         SAND Sandstorm Res Ltd Ord 1471 New $5.63 $0 12 0% 0 12 0    N/A
   (FLQH)1 Year Chart         FLQH Franklin Libertyq Internati... 1883 New $0.00 $0 1 0% 0 1 0    N/A
   (JIRE)1 Year Chart         JIRE Jpmorgan International Rese... 1231 New $0.00 $0 0 0% 0 0 0    N/A
   (YANG)1 Year Chart         YANG Direxion Shares Exchange Tr... 1067 New $0.00 $0 1 0% 0 1 0    N/A
   (ING)1 Year Chart         ING ING Groep N.V. (ADR) 1557 New $15.94 $0 6 0% 0 6 0    Life & Health Insurance
   (IYH)1 Year Chart         IYH iShares Dow Jones US Health... 1307 New $58.61 $0 0 0% 0 0 0    Closed - End Fund - E...
   (BILS)1 Year Chart         BILS Spdr Bloomberg Barclays 312... 1095 New $0.00 $0 1 0% 0 1 0    N/A
   (BLW)1 Year Chart         BLW Blackrock Limited Duration ... 1599 New $13.52 $0 27 0% 0 27 0    Closed - End Fund - Debt
   (KYN)1 Year Chart         KYN Kayne Anderson Mlp Investme... 1628 New $9.76 $0 38 0% 0 38 0    Closed - End Fund - Debt
   (IDU)1 Year Chart         IDU iShares Dow Jones US Utilities 1063 New $85.03 $0 0 0% 0 0 0    Closed - End Fund - E...
   (RHS)1 Year Chart         RHS Invesco S&p 500 Equal Weigh... 1553 New $32.12 $0 0 0% 0 0 0    Closed - End Fund - E...
   (OR)1 Year Chart         OR Osisko Gold Royalties LTD 1813 New $16.05 $0 7 0% 0 7 0    N/A
   (RYT)1 Year Chart         RYT Invesco S&P 500 Equal Weigh... 1469 New $33.51 $0 0 0% 0 0 0    Closed - End Fund - E...
   (CGDV)1 Year Chart         CGDV Capital Group Dividend Valu... 1857 New $0.00 $0 0 0% 0 0 0    N/A
   (GIPR)1 Year Chart         GIPR Generation Income Propertie... 1122 New $0.00 $0 4 0% 0 4 0    N/A
   (JHMM)1 Year Chart         JHMM John Hancock Multifactor Mi... 1811 New $54.70 $0 2 0% 0 2 0    N/A
      67 Records Found
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