Gradient Capital Advisors, LLC Reduced Holdings in Q3 2024

Gradient Capital Advisors, LLC

  • $296 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
MSFT
Microsoft Corp

Technology
-391
- 2.59%
$395.15 - $467.56 $155K - $183K
14.7K $6.34M
GOOGL
Alphabet Inc.

Communication Services
-91
- 0.4%
$148.65 - $191.18 $13.5K - $17.4K
22.7K $3.76M
QCOM
Qualcomm Inc

Technology
-375
- 4.11%
$156.12 - $209.64 $58.5K - $78.6K
8.75K $1.49M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
-5.46K
- 41.2%
$50.61 - $50.96 $276K - $278K
7.79K $397K
CVX
Chevron Corp

Energy
-687
- 5.95%
$137.88 - $161.97 $94.7K - $111K
10.9K $1.6M
INTC
Intel Corp

Technology
-318
- 2.44%
$18.9 - $34.87 $6.01K - $11.1K
12.7K $297K
NVDA
Nvidia Corp

Technology
-322
- 1.1%
$98.91 - $134.91 $31.8K - $43.4K
28.9K $3.51M
VUG
Vanguard Growth ETF

ETFs
-537
- 4.91%
$341.08 - $391.94 $183K - $210K
10.4K $3.99M
GOOG
Alphabet Inc.

Communication Services
-179
- 5.03%
$149.54 - $192.66 $26.8K - $34.5K
3.38K $565K
BA
Boeing CO

Industrials
-192
- 12.11%
$152.04 - $190.6 $29.2K - $36.6K
1.39K $211K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-580
- 6.7%
$475.2 - $527.7 $276K - $306K
8.07K $4.26M
DIS
Walt Disney CO

Communication Services
-406
- 10.7%
$85.6 - $98.61 $34.8K - $40K
3.39K $325K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-758
- 5.74%
$76.38 - $78.87 $57.9K - $59.8K
12.4K $979K
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
-1.49K
- 7.43%
$45.2 - $47.87 $67.2K - $71.1K
18.5K $879K
FILL
Ishares Inc Msci Global Energy

ETFs
-368
- 2.51%
$23.76 - $26.34 $8.74K - $9.69K
14.3K $354K
AVLV
American Centy ETF Tr Avantis
-539
- 11.94%
$60.05 - $65.83 $32.4K - $35.5K
3.98K $261K
XLE
Energy Sector Spdr

ETFs
-76
- 2.22%
$84.35 - $93.39 $6.41K - $7.1K
3.36K $294K
VIG
Vanguard Dividend Appreciation

ETFs
-2
- 0.03%
$182.15 - $182.15 $364 - $364
5.73K $1.04M
VTI
Vanguard Total Stock Market Et

ETFs
-262
- 5.63%
$255.18 - $283.2 $66.9K - $74.2K
4.39K $1.24M
DFUS
Dimensional ETF Tr U S Equity

ETFs
-181
- 3.27%
$56.04 - $62.2 $10.1K - $11.3K
5.35K $332K
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
-42
- 1.23%
$66.31 - $74.08 $2.79K - $3.11K
3.37K $247K
NFLX
Netflix Inc

Communication Services
-7
- 0.96%
$598.55 - $722.26 $4.19K - $5.06K
723 $512K
SPY
Spdr S&P 500 ETF Trust

ETFs
-22
- 1.87%
$517.38 - $573.86 $11.4K - $12.6K
1.16K $663K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
-394
- 2.58%
$25.45 - $29.53 $10K - $11.6K
14.9K $434K
VEU
Vanguard Ftse All World Ex Us

ETFs
-887
- 4.36%
$56.47 - $63.69 $50.1K - $56.5K
19.5K $1.23M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-116
- 2.07%
$117.9 - $128.2 $13.7K - $14.9K
5.48K $702K
SCHX
Schwab Strategic Tr Us Large C

ETFs
-4.75K
- 4.68%
$61.11 - $67.85 $290K - $322K
96.8K $6.57M
SCHA
Schwab Strategic Tr Us Small C

ETFs
-871
- 3.89%
$46.9 - $51.96 $40.8K - $45.3K
21.5K $1.11M
AVUV
American Centy ETF Tr Avantis

ETFs
-269
- 2.34%
$88.24 - $99.7 $23.7K - $26.8K
11.2K $1.08M
CAT
Caterpillar Inc

Industrials
-52
- 3.78%
$316.8 - $391.12 $16.5K - $20.3K
1.32K $517K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-98
- 0.5%
$41.9 - $48.26 $4.11K - $4.73K
19.5K $935K
SCHV
Schwab Strategic Tr Us Large C

ETFs
-195
- 1.25%
$73.43 - $80.37 $14.3K - $15.7K
15.4K $1.24M
CSCO
Cisco Systems, Inc.

Technology
-224
- 1.29%
$44.74 - $53.22 $10K - $11.9K
17.2K $915K
AVDV
American Centy ETF Tr Avantis

ETFs
-424
- 2.0%
$62.52 - $71.12 $26.5K - $30.2K
20.8K $1.47M
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
-1.43K
- 3.18%
$19.78 - $23.53 $28.3K - $33.7K
43.6K $1.01M
HD
Home Depot, Inc.

Consumer Cyclical
-51
- 2.02%
$333.64 - $405.2 $17K - $20.7K
2.47K $1M
JPM
Jpmorgan Chase & CO

Financial Services
-326
- 1.28%
$194.9 - $224.8 $63.5K - $73.3K
25.1K $5.3M
WPC
W. P. Carey Inc.

Real Estate
-1.21K
- 3.72%
$54.63 - $63.96 $66.3K - $77.6K
31.4K $1.96M
GLDM
World Gold Trust

ETFs
-9
- 0.03%
$46.2 - $53.01 $416 - $477
33K $1.72M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
-686
- 1.06%
$58.03 - $65.37 $39.8K - $44.8K
64.1K $4.15M
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
-786
- 0.61%
$38.51 - $41.69 $30.3K - $32.8K
129K $5.37M
VEA
Vanguard Ftse Developed Market

ETFs
-409
- 0.43%
$47.6 - $53.31 $19.5K - $21.8K
94K $4.96M
VO
Vanguard Mid Cap ETF

ETFs
-12
- 0.08%
$237.84 - $263.83 $2.85K - $3.17K
14.8K $3.91M
META
Meta Platforms, Inc.

Communication Services
-173
- 2.73%
$453.41 - $572.44 $78.4K - $99K
6.15K $3.52M
DFAT
Dimensional ETF Tr U S Target

ETFs
-766
- 0.56%
$51.0 - $57.07 $39.1K - $43.7K
136K $7.57M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-1.41K
- 0.57%
$36.98 - $41.55 $52.2K - $58.6K
244K $10M
AAPL
Apple Inc.

Technology
-3.93K
- 4.6%
$207.23 - $234.82 $813K - $922K
81.4K $19M
TSLA
Tesla, Inc.

Consumer Cyclical
-1.23K
- 4.95%
$191.76 - $263.26 $236K - $325K
23.7K $6.2M
IVV
Ishares Core S&P 500 ETF

ETFs
-15
- 0.03%
$520.18 - $576.82 $7.8K - $8.65K
50.2K $28.9M
Activity Summary
Buys All Purchases 72 New Holdings 10 Increased Positions 62 Sells All Sells 50 Reductions 50 Sold out 0 Options Calls 0 Puts 0
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