Portfolio (Quarterly)
Guide ↗
Gradient Investments LLC
· CIK 0001542265| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 21 | SRLN | SSGA ACTIVE ETF TR | — | 7,416 | $298K | 0.01% | SOLD |
| 22 | VCSH | VANGUARD SCOTTSDALE FDS | — | 3,719 | $295K | 0.01% | SOLD |
| 23 | SPYG | SPDR SERIES TRUST | — | 2,853 | $279K | 0.00% | SOLD |
| 24 | HELO | J P MORGAN EXCHANGE TRADED F | — | 4,097 | $262K | 0.00% | SOLD |
| 25 | JKHY | HENRY JACK & ASSOC INC | Technology | 1,500 | $237K | 0.00% | SOLD |
| 26 | JBL | JABIL INC | Technology | 886 | $235K | 0.00% | SOLD |
| 27 | TJUL | INNOVATOR ETFS TRUST | — | 7,826 | $230K | 0.00% | SOLD |
| 28 | GUSH | DIREXION SHARES ETF TRUST | — | 5,000 | $221K | 0.00% | SOLD |
| 29 | BAPR | INNOVATOR ETFS TRUST | — | 4,300 | $211K | 0.00% | SOLD |
| 30 | XBAP | INNOVATOR ETFS TRUST | — | 5,312 | $208K | 0.00% | SOLD |
| 31 | SPLV | INVESCO EXCH TRADED FD TR II | — | 2,823 | $206K | 0.00% | SOLD |
| 32 | QUAL | ISHARES TR | — | 1,061 | $204K | 0.00% | SOLD |
Sector Allocation
Technology
26.2%
Financial Services
20.2%
Consumer Cyclical
10.2%
Industrials
10.0%
Healthcare
9.5%
Consumer Defensive
7.6%
Energy
5.3%
Communication Services
4.3%
Utilities
2.4%
Basic Materials
2.2%