Gradient Capital Advisors, LLC Purchases in Q2 2025

Gradient Capital Advisors, LLC

  • $329 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
VV
Vanguard Large Cap ETF

ETFs
12.1K
+ 62.56%
$228.25 - $285.3 $2.77M - $3.46M
31.6K $9M
IVV
Ishares Core S&P 500 ETF

ETFs
618
+ 1.2%
$498.8 - $620.9 $308K - $384K
52.2K $32.4M
AVGO
Broadcom Inc.

Technology
3K
+ 30.97%
$146.29 - $275.65 $439K - $828K
12.7K $3.5M
MSFT
Microsoft Corp

Technology
227
+ 1.6%
$354.56 - $497.45 $80.5K - $113K
14.4K $7.17M
NVDA
Nvidia Corp

Technology
720
+ 2.67%
$94.31 - $157.99 $67.9K - $114K
27.7K $4.38M
BILS
Spdr Bloomberg 3 12 Month T Bi

ETFs
11.8K
+ 80.66%
$99.1 - $99.49 $1.17M - $1.17M
26.4K $2.62M
DFSV
Dimensional ETF Tr Dimensional

ETFs
33.3K
+ 23.93%
$24.21 - $29.47 $806K - $981K
172K $5.07M
JPM
Jpmorgan Chase & CO

Financial Services
245
+ 1.02%
$210.28 - $289.91 $51.5K - $71K
24.3K $7.04M
META
Meta Platforms, Inc.

Communication Services
130
+ 2.13%
$484.66 - $738.09 $63K - $96K
6.24K $4.61M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
13.2K
+ 4.17%
$22.92 - $28.05 $303K - $370K
330K $9.25M
SCHX
Schwab Strategic Tr Us Large C

ETFs
5.82K
+ 2.1%
$19.6 - $24.44 $114K - $142K
282K $6.9M
HYMU
Blackrock ETF Tr Ii High Yield
34.6K
New
N/A
34.6K $795K
VNQI
Vanguard Global Ex U.S. Real

ETFs
2.43K
+ 3.22%
$37.77 - $46.15 $91.9K - $112K
78K $3.6M
GOOGL
Alphabet Inc.

Communication Services
297
+ 1.36%
$144.7 - $178.6 $43K - $53K
22.2K $3.91M
CSCO
Cisco Systems, Inc.

Technology
5.2K
+ 29.45%
$53.19 - $69.38 $276K - $360K
22.8K $1.58M
DFAX
Dimensional ETF Tr
1.35K
+ 1.02%
$23.37 - $29.39 $31.5K - $39.6K
134K $3.93M
GLD
Spdr Gold Trust

ETFs
831
+ 9.23%
$273.71 - $316.29 $227K - $263K
9.83K $3M
DFAT
Dimensional ETF Tr U S Target

ETFs
1.05K
+ 0.75%
$44.8 - $53.97 $47K - $56.6K
140K $7.57M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
307
+ 6.03%
$141.37 - $228.57 $43.4K - $70.2K
5.39K $1.22M
AMZN
Amazon Com Inc

Consumer Cyclical
348
+ 3.69%
$167.32 - $223.3 $58.2K - $77.7K
9.77K $2.14M
VO
Vanguard Mid Cap ETF

ETFs
11
+ 0.07%
$228.54 - $279.83 $2.51K - $3.08K
15.1K $4.23M
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
4.27K
+ 3.3%
$36.25 - $42.28 $155K - $180K
134K $5.65M
AVUV
American Centy ETF Tr Avantis

ETFs
2.9K
+ 25.82%
$75.17 - $91.21 $218K - $265K
14.1K $1.29M
FEZ
Spdr Euro Stoxx 50 ETF

ETFs
3.57K
+ 24.06%
$48.22 - $60.41 $172K - $216K
18.4K $1.1M
NFLX
Netflix Inc

Communication Services
2
+ 0.3%
$855.86 - $1339.13 $1.71K - $2.68K
659 $882K
VB
Vanguard Small Cap ETF

ETFs
258
+ 1.95%
$193.73 - $237.37 $50K - $61.2K
13.5K $3.2M
SLV
I Shares Silver Trust

ETFs
7.1K
+ 50.14%
$27.08 - $33.74 $192K - $240K
21.3K $697K
GS
Goldman Sachs Group Inc

Financial Services
328
New
$462.22 - $707.75 $152K - $232K
328 $232K
OFIX
Orthofix Medical Inc.

Healthcare
20K
New
$10.35 - $16.3 $207K - $326K
20K $223K
ORCL
Oracle Corp

Technology
1.01K
New
$122.82 - $218.63 $124K - $220K
1.01K $220K
AXP
American Express CO

Financial Services
688
New
$231.39 - $318.98 $159K - $219K
688 $219K
ISRG
Intuitive Surgical Inc

Healthcare
397
New
$451.58 - $565.94 $179K - $225K
397 $215K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
463
New
$376.48 - $440.65 $174K - $204K
463 $204K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
995
+ 1.29%
$19.1 - $23.83 $19K - $23.7K
78.4K $1.87M
JCPI
Jp Morgan Exchange Traded Fd T

ETFs
4.15K
New
$47.03 - $48.37 $195K - $201K
4.15K $200K
VEU
Vanguard Ftse All World Ex Us

ETFs
740
+ 3.72%
$54.19 - $67.22 $40.1K - $49.7K
20.6K $1.39M
CEG
Constellation Energy Corp

Utilities
106
+ 9.18%
$170.96 - $322.76 $18.1K - $34.2K
1.26K $407K
ATEC
Alphatec Holdings, Inc.

Healthcare
15K
New
$9.43 - $13.03 $141K - $195K
15K $166K
SCHA
Schwab Strategic Tr Us Small C

ETFs
3.39K
+ 8.45%
$20.42 - $25.3 $69.2K - $85.7K
43.5K $1.1M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
2.14K
+ 9.16%
$29.12 - $35.84 $62.3K - $76.7K
25.5K $913K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
845
+ 4.99%
$39.89 - $49.46 $33.7K - $41.8K
17.8K $878K
INTU
Intuit Inc

Technology
11
+ 1.84%
$544.07 - $787.63 $5.98K - $8.66K
608 $478K
DFAR
Dimensional ETF Tr Dimensional

ETFs
6.94K
+ 3.64%
$20.99 - $23.93 $146K - $166K
198K $4.64M
IBM
International Business Machines Corp

Technology
47
+ 2.47%
$221.03 - $294.78 $10.4K - $13.9K
1.95K $574K
QQQ
Invesco Qqq Trust, Series 1

ETFs
1
+ 0.09%
$416.06 - $551.64 $416 - $552
1.1K $605K
COST
Costco Wholesale Corp

Consumer Defensive
65
+ 11.55%
$908.13 - $1056.85 $59K - $68.7K
628 $621K
WFC
Wells Fargo & Company

Financial Services
580
+ 14.01%
$60.98 - $80.12 $35.4K - $46.5K
4.72K $378K
BA
Boeing CO

Industrials
67
+ 4.38%
$136.59 - $217.51 $9.15K - $14.6K
1.6K $334K
XLE
Energy Sector Spdr

ETFs
1.2K
+ 35.57%
$76.44 - $94.13 $91.4K - $113K
4.56K $386K
Activity Summary
Buys All Purchases 78 New Holdings 11 Increased Positions 67 Sells All Sells 54 Reductions 54 Sold out 0 Options Calls 0 Puts 0
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