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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

Gradient Investments LLC

Quarter ended Q1 2025 · Filed April 9, 2025 · Accession 0001542265-25-000003

Total Value
$4.96B
Positions
320
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (320)

#IssuerTicker / CUSIPSharesValue% of Filing
1SPDR SER TR78464A8543,447,304$226.7M4.57%
2SPDR SER TR78464A6494,070,096$104.0M2.10%
3AMAZON COM INCAMZN543,359$103.4M2.09%
4MICROSOFT CORPMSFT275,343$103.4M2.08%
5APPLE INCAAPL440,334$97.8M1.97%
6JANUS DETROIT STR TR47103U8521,989,708$89.9M1.81%
7AIM ETF PRODUCTS TRUST00888H5052,521,655$88.6M1.79%
8NVIDIA CORPORATIONNVDA802,376$87.0M1.75%
9DOUBLELINE ETF TRUST25861R4021,771,459$86.9M1.75%
10AMERICAN CENTY ETF TR0250727031,193,068$79.1M1.59%
11NEOS ETF TRUST78433H3031,642,236$78.6M1.59%
12SPDR INDEX SHS FDS78463X8892,105,458$76.7M1.55%
13SSGA ACTIVE ETF TR78467V7071,847,262$75.1M1.51%
14ALPHABET INCGOOG479,481$74.9M1.51%
15INVESCO ACTIVELY MANAGED EXCIVZ1,489,378$74.6M1.51%
16INNOVATOR ETFS TRUSTINHD2,970,506$72.6M1.46%
17INNOVATOR ETFS TRUSTINHD2,046,084$69.2M1.40%
18META PLATFORMS INCMETA118,291$68.2M1.38%
19COLUMBIA ETF TR I19761L7062,008,135$66.7M1.35%
20ISHARES TR46432F339372,215$63.6M1.28%
21AMERICAN CENTY ETF TR0250726041,014,627$61.1M1.23%
22UNITEDHEALTH GROUP INCUNH110,967$58.1M1.17%
23J P MORGAN EXCHANGE TRADED F46641Q399564,311$56.9M1.15%
24WORLD GOLD TRGLDW906,303$56.1M1.13%
25JANUS DETROIT STR TR47103U8451,052,654$53.4M1.08%
26VISA INCV151,312$53.0M1.07%
27PIMCO ETF TR72201R619998,982$50.5M1.02%
28BONDBLOXX ETF TRUST09789C8381,003,802$49.3M0.99%
29CHEVRON CORP NEWCVX288,909$48.3M0.97%
30J P MORGAN EXCHANGE TRADED F46654Q724782,660$46.7M0.94%
31DOUBLELINE ETF TRUST25861R808922,438$46.3M0.93%
32JPMORGAN CHASE & CO.VYLD187,422$46.0M0.93%
33GOLDMAN SACHS GROUP INCGSCE83,707$45.7M0.92%
34AIM ETF PRODUCTS TRUST00888H7371,456,177$43.3M0.87%
35PROCTER AND GAMBLE CO742718109253,326$43.2M0.87%
36MEDTRONIC PLCMDT449,100$40.4M0.81%
37VANECK ETF TRUST92189H7301,212,034$39.7M0.80%
38MORGAN STANLEYMS-PQ336,000$39.2M0.79%
39ANGEL OAK FUNDS TRUST03463K7374,404,523$38.2M0.77%
40BERKSHIRE HATHAWAY INC DELBRK-A71,199$37.9M0.76%
41BONDBLOXX ETF TRUST09789C754741,982$37.9M0.76%
42ABBOTT LABSABLZF285,351$37.9M0.76%
43MCDONALDS CORPMCD119,725$37.4M0.75%
44COCA COLA COKO520,237$37.3M0.75%
45JOHNSON & JOHNSONJNJ220,249$36.5M0.74%
46WALMART INCWMT407,929$35.8M0.72%
47BONDBLOXX ETF TRUST09789C820716,574$34.2M0.69%
48STARBUCKS CORPSBUX345,979$33.9M0.68%
49EXTRA SPACE STORAGE INCEXR223,168$33.1M0.67%
50ISHARES TR464288646629,910$33.0M0.67%
51SPDR SER TR78464A6721,151,200$32.9M0.66%
52INNOVATOR ETFS TRUSTINHD1,085,699$32.3M0.65%
53SCHLUMBERGER LTDSLB736,393$30.8M0.62%
54BONDBLOXX ETF TRUST09789C846613,391$30.4M0.61%
55BROADCOM INCAVGO176,792$29.6M0.60%
56PFIZER INCPFE1,160,482$29.4M0.59%
57CONOCOPHILLIPSCOP277,591$29.2M0.59%
58BANK AMERICA CORP060505104696,416$29.1M0.59%
59NEXTERA ENERGY INCNEE-PW403,211$28.6M0.58%
60TARGET CORPTGT271,663$28.4M0.57%
61INVESCO EXCHANGE TRADED FD TIVZ158,455$27.4M0.55%
62LOWES COS INC548661107115,854$27.0M0.55%
63INNOVATOR ETFS TRUSTINHD943,664$26.5M0.53%
64BONDBLOXX ETF TRUST09789C671518,784$26.4M0.53%
65SPDR SER TR78468R663281,973$25.9M0.52%
66FIRST TR EXCHANGE-TRADED FD33739Q408427,001$25.6M0.52%
67UNITED RENTALS INCURI40,188$25.2M0.51%
68NETFLIX INCNFLX26,773$25.0M0.50%
69PALO ALTO NETWORKS INCPANW145,097$24.8M0.50%
70AZEK CO INC05478C105500,944$24.5M0.49%
71COSTCO WHSL CORP NEW22160K10525,251$23.9M0.48%
72GLOBAL X FDS37954Y343430,352$22.9M0.46%
73PAYPAL HLDGS INCPYPL347,529$22.7M0.46%
74BOSTON SCIENTIFIC CORPBSX224,375$22.6M0.46%
75ISHARES TR464288638413,487$21.7M0.44%
76NEOS ETF TRUST78433H501432,585$21.5M0.43%
77AMPHENOL CORP NEW032095101326,693$21.4M0.43%
78INTUITINTU34,886$21.4M0.43%
79ZIMMER BIOMET HOLDINGS INCZBH187,903$21.3M0.43%
80SERVICENOW INCNOW25,863$20.6M0.42%
81ECOLAB INCECL77,113$19.5M0.39%
82DEXCOM INCDXCM281,325$19.2M0.39%
83BONDBLOXX ETF TRUST09789C812408,464$19.0M0.38%
84EATON CORP PLCETN69,324$18.8M0.38%
85WASTE CONNECTIONS INCWCN94,170$18.4M0.37%
86QUANTA SVCS INC74762E10271,975$18.3M0.37%
87SOUTHWEST AIRLS CO844741108525,042$17.6M0.36%
88GLOBAL PMTS INC37940X102179,401$17.6M0.35%
89INNOVATOR ETFS TRUSTINHD559,401$17.6M0.35%
90SPDR SER TR78468R101590,659$17.3M0.35%
91LAM RESEARCH CORPLRCX234,025$17.0M0.34%
92EQUINIX INCEQIX20,669$16.9M0.34%
93ABBVIE INCABBV79,441$16.6M0.34%
94SPDR SER TR78464A664603,378$16.4M0.33%
95EXXON MOBIL CORPXOM135,282$16.1M0.32%
96BAKER HUGHES COMPANYBKR363,039$16.0M0.32%
97DOUBLELINE ETF TRUST25861R303295,750$15.3M0.31%
98CARDINAL HEALTH INCCAH111,113$15.3M0.31%
99RTX CORPORATIONRTX111,495$14.8M0.30%
100AMGEN INCAMGN46,951$14.6M0.30%
101VANECK ETF TRUST92189H748275,605$14.6M0.29%
102HOME DEPOT INCHD39,711$14.6M0.29%
103COHEN & STEERS ETF TRUST19249U302576,184$14.4M0.29%
104INTERCONTINENTAL EXCHANGE IN45866F10482,840$14.3M0.29%
105XCEL ENERGY INCXELLL201,047$14.2M0.29%
106PROSHARES TR74347B508270,128$14.2M0.29%
107CHUBB LIMITEDCB47,093$14.2M0.29%
108KENVUE INCKVUE583,270$14.0M0.28%
109AMERICAN TOWER CORP NEW03027X10064,088$13.9M0.28%
110SYNOPSYS INCSNPS32,022$13.7M0.28%
111NORTHROP GRUMMAN CORPNOC26,723$13.7M0.28%
112INNOVATOR ETFS TRUSTINHD513,276$13.6M0.27%
113FIRST TR EXCHNG TRADED FD VI33740F5401,106,704$13.5M0.27%
114PEPSICO INCPEP89,847$13.5M0.27%
115THE CIGNA GROUP12552310040,266$13.2M0.27%
116NEW YORK TIMES CONYT266,944$13.2M0.27%
117INTERPUBLIC GROUP COS INCINTR483,619$13.1M0.26%
118HONEYWELL INTL INC43851610661,504$13.0M0.26%
119SYSCO CORPSYY173,263$13.0M0.26%
120SERIES PORTFOLIOS TR81752T528487,288$12.9M0.26%
121AMERICAN EXPRESS COAXP47,767$12.9M0.26%
122ACCENTURE PLC IRELANDACN39,589$12.4M0.25%
123AVERY DENNISON CORPAVY69,258$12.3M0.25%
124ARES MANAGEMENT CORPORATIONARES-PB82,958$12.2M0.25%
125L3HARRIS TECHNOLOGIES INCLHX57,616$12.1M0.24%
126ALEXANDRIA REAL ESTATE EQ IN015271109128,593$11.9M0.24%
127SALESFORCE INCCRM44,283$11.9M0.24%
128BALL CORPBALL226,953$11.8M0.24%
129WENDYS CO95058W100787,890$11.5M0.23%
130ARK ETF TR00214Q401118,424$11.2M0.23%
131INNOVATOR ETFS TRUSTINHD418,749$11.2M0.23%
132CONSTELLATION BRANDS INCSTZ60,375$11.1M0.22%
133AMPLIFY ETF TR032108607295,653$10.9M0.22%
134ORACLE CORPORCL-PD76,802$10.7M0.22%
135BLACKSTONE INCBX76,581$10.7M0.22%
136INNOVATOR ETFS TRUSTINHD368,120$10.3M0.21%
137ETF SER SOLUTIONS26922A420108,909$8.1M0.16%
138ISHARES U S ETF TR46431W648106,550$8.0M0.16%
139ABRDN SILVER ETF TRUSTSIVR243,727$7.9M0.16%
140TIDAL TR II88636J600222,967$7.8M0.16%
141ISHARES TR46428720013,331$7.5M0.15%
142INNOVATOR ETFS TRUSTINHD164,235$7.5M0.15%
143J P MORGAN EXCHANGE TRADED F46641Q126150,163$7.2M0.15%
144PIMCO ETF TR72201R627143,006$7.2M0.15%
145VANECK ETF TRUST92189F452644,462$7.2M0.15%
146GLOBAL X FDS37960A479285,589$7.2M0.14%
147VANECK BITCOIN ETFHODL304,016$7.1M0.14%
148FIRST TR EXCH TRADED FD III33739E108402,551$7.1M0.14%
149INVESCO EXCH TRADED FD TR IIIVZ483,636$7.0M0.14%
150ISHARES TR46428841465,023$6.9M0.14%
151AMPLIFY ETF TR032108680279,544$6.7M0.13%
152NEOS ETF TRUST78433H634142,831$6.2M0.13%
153ISHARES GOLD TRIAU91,849$5.4M0.11%
154LOCKHEED MARTIN CORPLMT11,866$5.3M0.11%
155ISHARES TR46428857049,618$5.1M0.10%
156ISHARES TR46436E866197,724$4.6M0.09%
157ISHARES TR46436E858193,258$4.4M0.09%
158AMERICAN CENTY ETF TR02507288545,383$4.2M0.08%
159ABRDN PLATINUM ETF TRUSTPPLT41,814$3.8M0.08%
160INVESCO EXCH TRD SLF IDX FDIVZ172,282$3.6M0.07%
161SPDR SER TR78468R53166,213$3.5M0.07%
162SSGA ACTIVE TR78470P820140,836$3.5M0.07%
163SPROTT PHYSICAL SILVER TRSII298,263$3.5M0.07%
164ABRDN PALLADIUM ETF TRUSTPALL37,410$3.4M0.07%
165OREILLY AUTOMOTIVE INC67103H1072,344$3.4M0.07%
166ISHARES TR46435U66382,377$3.2M0.06%
167ISHARES TR46435U54955,064$2.6M0.05%
168VANGUARD INDEX FDS9229087699,238$2.5M0.05%
169FORTINET INCFTNT26,270$2.5M0.05%
170J P MORGAN EXCHANGE TRADED F46641Q65449,243$2.5M0.05%
171GOLDMAN SACHS ETF TRNVGLF29,845$2.4M0.05%
172F5 INCFFIV8,535$2.3M0.05%
173EXPAND ENERGY CORPORATIONEXE20,349$2.3M0.05%
174TESLA INCTSLA8,360$2.2M0.04%
175LPL FINL HLDGS INC50212V1006,480$2.1M0.04%
176EA SERIES TRUST02072L56516,891$1.9M0.04%
177HEALTHEQUITY INCHQY20,587$1.8M0.04%
178INVITATION HOMES INCINVH52,079$1.8M0.04%
179ISHARES TR46434V4649,313$1.8M0.04%
180ULTA BEAUTY INCULTA4,261$1.6M0.03%
181DYNATRACE INCDT32,721$1.5M0.03%
182LULULEMON ATHLETICA INCLULU5,090$1.4M0.03%
183SAIA INCSAIA4,106$1.4M0.03%
184ISHARES BITCOIN TRUST ETFIBIT28,500$1.3M0.03%
185SCHWAB STRATEGIC TR80852479745,998$1.3M0.03%
186ISHARES TR46428750722,006$1.3M0.03%
187SUNCOR ENERGY INC NEWSU31,123$1.2M0.02%
188SHERWIN WILLIAMS COSHW3,371$1.2M0.02%
189ISHARES TR46436E84152,429$1.2M0.02%
190SNAP INCSNAP134,495$1.2M0.02%
191ALPHABET INCGOOG7,476$1.2M0.02%
192GLOBAL X FDS37954Y88916,939$1.1M0.02%
193VANGUARD INDEX FDS9229083632,217$1.1M0.02%
194FIVE BELOW INCFIVE15,141$1.1M0.02%
195CHIPOTLE MEXICAN GRILL INCCMG21,652$1.1M0.02%
196INVESCO QQQ TRIVZ2,187$1.0M0.02%
197WELLS FARGO CO NEW94974610113,838$993,4210.02%
198AFLAC INCAFL8,915$991,2590.02%
199SSGA ACTIVE TR78470P81238,732$965,3910.02%
200GLOBAL X FDS37960A45312,022$944,8160.02%
201BOEING COBA-PA5,513$940,2420.02%
202SPDR SER TR78468R72120,081$905,0510.02%
203SPDR SER TR78468R7477,835$894,2450.02%
204ISHARES TR46435G19337,777$871,1480.02%
205WEATHERFORD INTL PLCG4883311816,080$861,0840.02%
206PROGRESSIVE CORP7433151032,997$848,1810.02%
207BERKSHIRE HATHAWAY INC DELBRK-A1$798,4420.02%
208SPDR SER TR78464A84715,552$795,9510.02%
209J P MORGAN EXCHANGE TRADED F46641Q29012,397$750,2660.02%
210INVESCO EXCH TRD SLF IDX FDIVZ32,207$746,8790.02%
211SHELL PLCRYDAF9,610$704,2510.01%
212FIRST CTZNS BANCSHARES INC N31946M103379$702,7110.01%
213SEMPRASREA9,790$698,6250.01%
214INVESCO EXCH TRD SLF IDX FDIVZ30,090$693,5700.01%
215PRUDENTIAL PLCPUKPF32,045$688,9680.01%
216VANGUARD STAR FDS92190976810,839$673,1020.01%
217WEC ENERGY GROUP INCWEC6,141$669,1980.01%
218AT&T INCT-PC22,935$648,5980.01%
219JANUS DETROIT STR TR47103U74612,149$636,0000.01%
220COCA-COLA EUROPACIFIC PARTNECCEP6,909$601,2900.01%
221NOVARTIS AGNVSEF5,376$599,2970.01%
222HSBC HLDGS PLCHBCYF10,326$593,0220.01%
223CANADIAN NAT RES LTD13638510119,239$592,5610.01%
224COCA-COLA FEMSA SAB DE CVCOCSF6,427$586,7210.01%
225TOTALENERGIES SETTE8,974$580,5280.01%
226JD.COM INCJDCMF14,063$578,2710.01%
227ANTERO RESOURCES CORPAR14,050$568,1820.01%
228LINDE PLCLIN1,200$558,7680.01%
229INNOVATOR ETFS TRUSTINHD13,800$554,6220.01%
230ELI LILLY & COLLY670$553,3600.01%
231VALERO ENERGY CORPVLO4,186$552,8720.01%
232SPDR SER TR78464A37516,574$550,9200.01%
233ASTRAZENECA PLCAZN7,419$545,2970.01%
234DISNEY WALT CO2546871065,522$545,0290.01%
235SANOFISNYNF9,764$541,5110.01%
236SCHWAB STRATEGIC TR80852420124,470$540,2980.01%
237CHENIERE ENERGY INCLNG2,329$538,9310.01%
238SUMITOMO MITSUI FINL GROUP I86562M20934,818$538,2860.01%
239RELX PLCRLXXF10,659$537,3200.01%
240NATIONAL GRID PLCNMPWP8,156$535,1150.01%
241CANADIAN NATL RY CO1363751025,409$527,1610.01%
242MARATHON PETE CORPMARA3,613$526,3780.01%
243SPDR S&P 500 ETF TRSPY929$519,7470.01%
244WILLIAMS COS INC9694571008,408$502,4620.01%
245DIAMONDBACK ENERGY INCFANG3,138$501,7030.01%
246RYANAIR HOLDINGS PLCRYAOF11,779$499,0760.01%
247AMCOR PLCAMCCF51,175$496,3980.01%
248TE CONNECTIVITY PLCTEL3,492$493,4890.01%
249TOYOTA MOTOR CORPTOYOF2,748$485,1040.01%
250INTERNATIONAL BUSINESS MACHSINTR1,920$477,3710.01%
251PALANTIR TECHNOLOGIES INCPLTR5,622$474,4970.01%
252UBS GROUP AGUBS15,315$469,0980.01%
253CANADIAN IMPERIAL BK COMMCNDIF8,278$466,0510.01%
254CRH PLCCRH5,175$455,2450.01%
255ASML HOLDING N VASMLF678$449,2630.01%
256SMITH A O CORPAOS6,840$447,0620.01%
257EOG RES INCEOG3,473$445,3780.01%
258FEDEX CORPFDX1,805$440,0860.01%
259DIMENSIONAL ETF TRUST25434V4017,078$428,0770.01%
260ROYAL BK CDA7800871023,748$422,4750.01%
261DUKE ENERGY CORP NEWDUKB3,454$421,2340.01%
262KROGER COKR6,179$418,2570.01%
263TAIWAN SEMICONDUCTOR MFG LTD8740391002,457$407,8620.01%
264VANECK ETF TRUST92189H2018,913$405,6310.01%
265DIMENSIONAL ETF TRUST25434V7249,427$388,4870.01%
266MERCK & CO INCMRK4,231$379,7580.01%
267HALLIBURTON COHAL14,877$377,4380.01%
268CATERPILLAR INCCAT1,098$362,2850.01%
269VANGUARD INDEX FDS922908736936$347,0880.01%
270ARES CAPITAL CORPARCC15,574$345,1300.01%
271SPDR SER TR78468R8538,390$341,9760.01%
272BRISTOL-MYERS SQUIBB COCELG-RI5,456$332,7880.01%
273CITIGROUP INCC-PR4,605$326,9090.01%
274ADVANCED MICRO DEVICES INCAMD3,161$324,7610.01%
275INNOVATOR ETFS TRUSTINHD8,993$322,1290.01%
276ROCKWELL AUTOMATION INCROK1,230$317,8070.01%
277COLGATE PALMOLIVE COCL3,370$315,7690.01%
278SELECT SECTOR SPDR TR81369Y6056,305$314,0520.01%
279SPDR GOLD TRGLD1,073$309,1740.01%
280INVESCO EXCH TRADED FD TR IIIVZ3,927$307,3040.01%
281PIMCO ETF TR72201R8665,941$306,2590.01%
282MAYVILLE ENGR CO INC57860510722,444$301,4230.01%
283ISHARES TR4642886879,695$297,9270.01%
284US BANCORP DELUSB-PS7,049$297,6170.01%
285COMERICA INC2003401075,033$297,2270.01%
286GE AEROSPACE3696043011,436$287,4910.01%
287SPROTT PHYSICAL GOLD & SILVESII9,832$279,3270.01%
288MCKESSON CORPMCK411$276,6440.01%
289ISHARES TR46429B6632,264$274,2160.01%
290HENRY JACK & ASSOC INC4262811011,500$273,9000.01%
291CHOICEONE FINL SVCS INC1703861069,318$268,0790.01%
292GLOBAL X FDS37954Y3687,718$258,9390.01%
293PHILIP MORRIS INTL INC7181721091,600$254,0100.01%
294EVERGY INCEVRG3,661$252,4260.01%
295SOUTHERN COSOMN2,725$250,5640.01%
296SSGA ACTIVE ETF TR78467V6085,775$237,5100.00%
297ALLSTATE CORPALL-PJ1,143$236,6400.00%
298GOLDMAN SACHS ETF TRNVGLF7,187$236,4640.00%
299CINTAS CORPCTAS1,117$229,5770.00%
300CISCO SYS INCCSCO3,703$228,5290.00%
301QUALCOMM INCQCOM1,487$228,4420.00%
302SCHWAB STRATEGIC TR8085247556,178$223,2730.00%
303J P MORGAN EXCHANGE TRADED F46641Q7382,340$219,9830.00%
304AMERICAN ELEC PWR CO INC0255371011,993$217,8010.00%
305AUTOMATIC DATA PROCESSING INADP703$214,7880.00%
306INVESCO EXCH TRADED FD TR IIIVZ2,828$211,3410.00%
307NNN REIT INCNNN4,927$210,1370.00%
308VANGUARD WORLD FD921910816680$210,1080.00%
309INVESCO EXCH TRD SLF IDX FDIVZ9,265$207,5850.00%
310INNOVATOR ETFS TRUSTINHD4,992$207,3190.00%
311SELECT SECTOR SPDR TR81369Y4071,047$206,7410.00%
312SCHWAB STRATEGIC TR8085243008,244$206,4300.00%
313CHESAPEAKE UTILS CORP1653031081,605$206,1300.00%
314ISHARES TR4642871501,669$203,5920.00%
315VANGUARD INTL EQUITY INDEX F9220427753,352$203,3430.00%
316SPDR SER TR78464A8052,962$201,4460.00%
317VERIZON COMMUNICATIONS INCVZ4,422$200,5730.00%
318ARK ETF TR00214Q80710,179$180,5750.00%
319ABRDN INCOME CREDIT STRATEGIACP-PA11,721$69,0370.00%
320VERU INCVERU23,809$11,6690.00%