Gradient Capital Advisors, LLC Reduced Holdings in Q1 2025

Gradient Capital Advisors, LLC

  • $299 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
TSLA
Tesla, Inc.

Consumer Cyclical
-4.84K
- 20.13%
$222.15 - $428.22 $1.07M - $2.07M
19.2K $4.97M
AAPL
Apple Inc.

Technology
-3.21K
- 4.03%
$209.68 - $247.1 $673K - $793K
76.3K $17M
NVDA
Nvidia Corp

Technology
-1.56K
- 5.46%
$106.98 - $149.43 $167K - $233K
27K $2.93M
MSFT
Microsoft Corp

Technology
-447
- 3.05%
$375.39 - $447.2 $168K - $200K
14.2K $5.33M
VUG
Vanguard Growth ETF

ETFs
-1.07K
- 10.51%
$369.1 - $427.61 $394K - $456K
9.09K $3.37M
GOOGL
Alphabet Inc.

Communication Services
-52
- 0.24%
$154.33 - $206.19 $8.03K - $10.7K
21.9K $3.39M
SCHX
Schwab Strategic Tr Us Large C

ETFs
-6.86K
- 2.42%
$21.75 - $24.28 $149K - $167K
277K $6.11M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-9.17K
- 6.87%
$50.39 - $50.66 $462K - $465K
124K $6.3M
BILS
Spdr Bloomberg 3 12 Month T Bi

ETFs
-3.33K
- 18.58%
$99.16 - $99.52 $331K - $332K
14.6K $1.45M
LULU
Lululemon Athletica Inc.

Consumer Cyclical
-515
- 39.49%
$283.06 - $421.16 $146K - $217K
789 $223K
AMD
Advanced Micro Devices Inc

Technology
-704
- 6.98%
$96.63 - $129.55 $68K - $91.2K
9.39K $964K
META
Meta Platforms, Inc.

Communication Services
-147
- 2.35%
$576.36 - $736.67 $84.7K - $108K
6.11K $3.52M
LMT
Lockheed Martin Corp

Industrials
-190
- 9.32%
$423.19 - $506.29 $80.4K - $96.2K
1.85K $825K
GOOG
Alphabet Inc.

Communication Services
-342
- 10.96%
$156.06 - $207.71 $53.4K - $71K
2.78K $434K
VBR
Vanguard Small Cap Value ETF

ETFs
-66
- 0.54%
$183.02 - $207.75 $12.1K - $13.7K
12.2K $2.27M
VTI
Vanguard Total Stock Market Et

ETFs
-279
- 6.58%
$271.18 - $303.12 $75.7K - $84.6K
3.96K $1.09M
SPY
Spdr S&P 500 ETF Trust

ETFs
-157
- 13.86%
$551.42 - $612.93 $86.6K - $96.2K
976 $545K
VO
Vanguard Mid Cap ETF

ETFs
-74
- 0.49%
$251.87 - $277.95 $18.6K - $20.6K
15.1K $3.91M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
-123
- 0.16%
$21.23 - $23.75 $2.61K - $2.92K
77.4K $1.67M
HD
Home Depot, Inc.

Consumer Cyclical
-47
- 1.95%
$347.25 - $424.87 $16.3K - $20K
2.37K $868K
PANW
Palo Alto Networks Inc

Technology
-266
- 16.77%
$167.82 - $208.28 $44.6K - $55.4K
1.32K $225K
PFE
Pfizer Inc

Healthcare
-1.8K
- 12.04%
$25.01 - $27.13 $45K - $48.8K
13.1K $333K
CAT
Caterpillar Inc

Industrials
-42
- 3.22%
$326.75 - $407.63 $13.7K - $17.1K
1.26K $416K
DIS
Walt Disney CO

Communication Services
-127
- 4.0%
$96.87 - $114.0 $12.3K - $14.5K
3.05K $300K
ADBE
Adobe Inc.

Technology
-12
- 1.58%
$377.84 - $464.11 $4.53K - $5.57K
746 $286K
QCOM
Qualcomm Inc

Technology
-315
- 3.62%
$151.94 - $175.86 $47.9K - $55.4K
8.38K $1.29M
NFLX
Netflix Inc

Communication Services
-62
- 8.62%
$828.4 - $1058.6 $51.4K - $65.6K
657 $612K
SJNK
Spdr Bloomberg Short Term High

ETFs
-887
- 7.12%
$25.08 - $25.64 $22.2K - $22.7K
11.6K $290K
DFUS
Dimensional ETF Tr U S Equity

ETFs
-89
- 1.7%
$59.61 - $66.71 $5.31K - $5.94K
5.16K $311K
VIG
Vanguard Dividend Appreciation

ETFs
-88
- 1.57%
N/A
5.53K $1.01M
INTC
Intel Corp

Technology
-2.1K
- 16.42%
$19.1 - $27.39 $40.1K - $57.5K
10.7K $242K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-588
- 3.36%
$42.5 - $46.71 $25K - $27.5K
16.9K $766K
VHT
Vanguard Health Care ETF

ETFs
-136
- 4.3%
$254.06 - $273.83 $34.6K - $37.2K
3.03K $801K
Blackrock Inc Com
-9
- 2.11%
N/A
417 $0
Lam Research Corp Com New
-1.31K
- 5.72%
N/A
21.6K $0
SPSB
Spdr Portfolio Short Term Corp

ETFs
-127
- 0.62%
$29.82 - $30.1 $3.79K - $3.82K
20.3K $611K
LQD
Ishares Iboxx $ Investment Gra

ETFs
-67
- 1.31%
$105.1 - $109.61 $7.04K - $7.34K
5.05K $548K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-109
- 1.0%
$76.94 - $78.28 $8.39K - $8.53K
10.8K $842K
SBUX
Starbucks Corp

Consumer Cyclical
-170
- 5.02%
$91.75 - $115.81 $15.6K - $19.7K
3.22K $315K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
-149
- 0.98%
$25.81 - $28.52 $3.85K - $4.25K
15K $413K
SCHP
Schwab Strategic Us Tips ETF

ETFs
-151
- 0.67%
$25.69 - $26.89 $3.88K - $4.06K
22.3K $599K
FILL
Ishares Inc Msci Global Energy

ETFs
-145
- 1.07%
$22.61 - $24.93 $3.28K - $3.61K
13.4K $334K
XOM
Exxon Mobil Corp

Energy
-135
- 3.37%
$105.44 - $118.93 $14.2K - $16.1K
3.87K $460K
JPM
Jpmorgan Chase & CO

Financial Services
-284
- 1.17%
$225.19 - $279.95 $64K - $79.5K
24K $5.89M
JNJ
Johnson & Johnson

Healthcare
-197
- 3.39%
$142.06 - $167.7 $28K - $33K
5.62K $931K
CVX
Chevron Corp

Energy
-838
- 7.81%
$146.71 - $167.97 $123K - $141K
9.89K $1.65M
AMGN
Amgen Inc

Healthcare
-163
- 5.0%
$258.59 - $327.36 $42.2K - $53.4K
3.09K $963K
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
-1.59K
- 1.04%
$48.43 - $49.9 $77.2K - $79.5K
151K $7.54M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
-607
- 0.93%
$58.01 - $64.46 $35.2K - $39.1K
64.9K $4.03M
Activity Summary
Buys All Purchases 73 New Holdings 4 Increased Positions 69 Sells All Sells 52 Reductions 52 Sold out 0 Options Calls 0 Puts 0
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