Gradient Capital Advisors, LLC Purchases in Q3 2025

Gradient Capital Advisors, LLC

  • $358 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
IVV
Ishares Core S&P 500 ETF

ETFs
248
+ 0.47%
$620.67 - $670.08 $154K - $166K
52.5K $35.1M
NVDA
Nvidia Corp

Technology
6.1K
+ 22.01%
$153.3 - $186.58 $935K - $1.14M
33.8K $6.31M
GOOGL
Alphabet Inc.

Communication Services
621
+ 2.8%
$174.36 - $254.72 $108K - $158K
22.8K $5.55M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
13.7K
+ 9.39%
$78.96 - $80.04 $1.09M - $1.1M
160K $12.8M
DFSD
Dimensional ETF Tr Short Durat

ETFs
18.3K
+ 8.95%
$47.86 - $48.43 $875K - $885K
222K $10.7M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
14.4K
+ 10.3%
$49.78 - $50.75 $718K - $732K
155K $7.82M
DFSV
Dimensional ETF Tr Dimensional

ETFs
7.94K
+ 4.61%
$29.2 - $32.74 $232K - $260K
180K $5.74M
BK
Bank Of New York Mellon Corp

Financial Services
5.96K
New
$90.65 - $109.75 $540K - $654K
5.96K $649K
DFAT
Dimensional ETF Tr U S Target

ETFs
29
+ 0.02%
$53.36 - $59.69 $1.55K - $1.73K
140K $8.17M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
10.2K
+ 14.03%
$52.39 - $53.11 $534K - $542K
82.9K $4.39M
BILS
Spdr Bloomberg 3 12 Month T Bi

ETFs
4.75K
+ 18.01%
$99.12 - $99.52 $471K - $473K
31.1K $3.1M
MSFT
Microsoft Corp

Technology
302
+ 2.1%
$491.09 - $535.64 $148K - $162K
14.7K $7.62M
SLV
I Shares Silver Trust

ETFs
4.25K
+ 19.98%
$32.73 - $42.5 $139K - $181K
25.5K $1.08M
META
Meta Platforms, Inc.

Communication Services
502
+ 8.04%
$695.21 - $791.73 $349K - $397K
6.75K $4.95M
GLDM
World Gold Trust

ETFs
217
+ 0.72%
$64.73 - $76.45 $14K - $16.6K
30.2K $2.31M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
149
+ 2.76%
$224.68 - $282.71 $33.5K - $42.1K
5.54K $1.55M
XLK
Technology Sector Spdr

ETFs
1.14K
New
$250.97 - $282.66 $286K - $322K
1.14K $321K
QQQ
Invesco Qqq Trust, Series 1

ETFs
445
+ 40.57%
$546.99 - $602.2 $243K - $268K
1.54K $925K
PLTR
Palantir Technologies Inc.

Technology
1.62K
New
$130.68 - $186.97 $211K - $302K
1.62K $294K
DISV
Dimensional ETF Tr Dimensional

ETFs
267
+ 0.29%
$32.78 - $35.79 $8.75K - $9.56K
93.5K $3.34M
COST
Costco Wholesale Corp

Consumer Defensive
306
+ 48.73%
$915.95 - $994.57 $280K - $304K
934 $864K
IWC
Russell Micro Cap ETF

ETFs
1.51K
New
$127.86 - $151.39 $193K - $229K
1.51K $225K
TJX
Tjx Companies Inc

Consumer Cyclical
1.48K
New
$121.35 - $144.54 $180K - $214K
1.48K $214K
VEU
Vanguard Ftse All World Ex Us

ETFs
1.75K
+ 8.49%
$66.38 - $71.68 $116K - $126K
22.4K $1.6M
KRE
Spdr S&P Regional Banking ETF

ETFs
3.32K
New
$58.82 - $66.17 $195K - $220K
3.32K $210K
RTX
Raytheon Technologies Corp

Industrials
1.25K
New
$144.19 - $167.33 $181K - $210K
1.25K $209K
SO
Southern CO

Utilities
2.18K
New
$90.83 - $96.0 $198K - $209K
2.18K $206K
DFAR
Dimensional ETF Tr Dimensional

ETFs
5.3K
+ 2.68%
$22.9 - $24.1 $121K - $128K
203K $4.84M
JNJ
Johnson & Johnson

Healthcare
50
+ 0.93%
$155.17 - $185.42 $7.76K - $9.27K
5.42K $1.01M
VNQI
Vanguard Global Ex U.S. Real

ETFs
1.24K
+ 1.59%
$45.22 - $48.34 $56K - $59.9K
79.2K $3.78M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
2.51K
+ 1.76%
$26.38 - $27.95 $66.1K - $70K
145K $3.95M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
36
+ 0.38%
$459.11 - $506.91 $16.5K - $18.2K
9.42K $4.74M
VTI
Vanguard Total Stock Market Et

ETFs
236
+ 6.01%
$303.93 - $329.86 $71.7K - $77.8K
4.16K $1.37M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
2.68K
+ 2.17%
$50.47 - $50.74 $135K - $136K
126K $6.41M
VTV
Vanguard Value ETF

ETFs
62
+ 0.56%
$175.51 - $186.57 $10.9K - $11.6K
11.1K $2.07M
AMZN
Amazon Com Inc

Consumer Cyclical
446
+ 4.56%
$211.65 - $238.24 $94.4K - $106K
10.2K $2.24M
BX
Blackstone Inc.

Financial Services
7
+ 0.16%
$152.77 - $188.68 $1.07K - $1.32K
4.39K $750K
HD
Home Depot, Inc.

Consumer Cyclical
4
+ 0.17%
$357.4 - $423.42 $1.43K - $1.69K
2.38K $965K
VNQ
Vanguard Specialized Funds Van

ETFs
381
+ 2.21%
$88.47 - $93.24 $33.7K - $35.5K
17.7K $1.61M
PFE
Pfizer Inc

Healthcare
2.34K
+ 22.32%
$23.29 - $25.88 $54.4K - $60.5K
12.8K $326K
ABBV
Abb Vie Inc.

Healthcare
28
+ 2.03%
$184.85 - $231.54 $5.18K - $6.48K
1.41K $325K
ORCL
Oracle Corp

Technology
22
+ 2.18%
$218.96 - $328.33 $4.82K - $7.22K
1.03K $289K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
2
+ 0.03%
$108.46 - $120.63 $217 - $241
6.33K $751K
XLF
Financial Sector Spdr

ETFs
910
+ 13.68%
$51.37 - $54.25 $46.7K - $49.4K
7.56K $407K
GS
Goldman Sachs Group Inc

Financial Services
2
+ 0.61%
$696.56 - $806.32 $1.39K - $1.61K
330 $262K
DFUS
Dimensional ETF Tr U S Equity

ETFs
21
+ 0.41%
$67.01 - $72.84 $1.41K - $1.53K
5.18K $375K
SCHO
Schwab Short Term Us Treasury

ETFs
1.04K
+ 9.75%
$24.23 - $24.42 $25.1K - $25.3K
11.7K $284K
XOM
Exxon Mobil Corp

Energy
32
+ 0.84%
$105.83 - $117.22 $3.39K - $3.75K
3.83K $431K
WMT
Walmart Inc.

Consumer Defensive
67
+ 2.45%
$94.4 - $104.27 $6.32K - $6.99K
2.81K $289K
Activity Summary
Buys All Purchases 77 New Holdings 10 Increased Positions 67 Sells All Sells 57 Reductions 57 Sold out 0 Options Calls 0 Puts 0
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