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
GOOG
Alphabet Inc.

Communication Services
60
+ 2.16%
$146.58 - $180.01 $8.79K - $10.8K
2.84K $503K
PANW
Palo Alto Networks Inc

Technology
57
+ 4.32%
$152.44 - $204.64 $8.69K - $11.7K
1.38K $281K
DFUS
Dimensional ETF Tr U S Equity

ETFs
8
+ 0.16%
$53.65 - $67.02 $429 - $536
5.16K $346K
WMT
Walmart Inc.

Consumer Defensive
47
+ 1.75%
$81.79 - $99.98 $3.84K - $4.7K
2.74K $267K
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
139
+ 4.34%
$65.84 - $80.81 $9.15K - $11.2K
3.35K $267K
V
Visa Inc.

Financial Services
28
+ 1.08%
$308.27 - $373.31 $8.63K - $10.5K
2.62K $930K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
866
+ 10.16%
$483.48 - $539.8 $419K - $467K
9.39K $4.56M
XLF
Financial Sector Spdr

ETFs
1
+ 0.02%
$43.92 - $52.37 $43.9 - $52.4
6.65K $348K
JSCP
Jp Morgan Exch Traded Fd Tr Sh

ETFs
212
+ 4.51%
$46.46 - $47.44 $9.85K - $10.1K
4.91K $232K
CRM
Salesforce, Inc.

Technology
17
+ 1.33%
$236.26 - $291.15 $4.02K - $4.95K
1.3K $353K
IBDX
Ishares Tr Ibonds Dec 2032 Ter

ETFs
7
+ 0.02%
$24.31 - $25.29 $170 - $177
32.5K $823K
VIG
Vanguard Dividend Appreciation

ETFs
30
+ 0.54%
N/A
5.56K $1.01M
ADBE
Adobe Inc.

Technology
11
+ 1.47%
$340.0 - $420.68 $3.74K - $4.63K
757 $292K
HD
Home Depot, Inc.

Consumer Cyclical
10
+ 0.42%
$335.24 - $380.78 $3.35K - $3.81K
2.38K $872K
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
15
+ 0.11%
$23.96 - $24.27 $359 - $364
13.1K $317K
Ishares Ibonds Dec 2034 Term Corporate ETF
3.69K
+ 32.19%
N/A
15.2K $0
Lam Research Corp Com New
846
+ 3.92%
N/A
22.4K $0
Dimensional Us Large Cap Value ETF
6.01K
+ 6.34%
N/A
101K $0
XLP
Consumer Staples Sector Spdr

ETFs
2
+ 0.02%
N/A
11.2K $851K
Blackrock Inc Com
19
+ 4.56%
N/A
436 $0
Dimensional California Municipal Bond ETF
5.39K
New
N/A
5.39K $0
Ishares Ibonds Dec 2033 Term Corporate ETF
2.96K
+ 27.66%
N/A
13.7K $0
Dimensional Global Core Plus Fixed Income ETF
7.68K
+ 149.4%
N/A
12.8K $0
Avantis U.S. Mid Cap Equity ETF
3.32K
+ 38.6%
N/A
11.9K $0
PG
Procter & Gamble CO

Consumer Defensive
32
+ 1.79%
$157.66 - $172.39 $5.05K - $5.52K
1.82K $290K
ABBV
Abb Vie Inc.

Healthcare
43
+ 3.22%
$170.16 - $206.27 $7.32K - $8.87K
1.38K $255K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
6.15K
+ 4.53%
$24.32 - $27.87 $150K - $171K
142K $3.77M
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
Track This Portfolio

Track Gradient Capital Advisors, LLC Portfolio

Follow Gradient Capital Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Gradient Capital Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Gradient Capital Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email