Gradient Capital Advisors, LLC Sells in Q2 2025

Gradient Capital Advisors, LLC

  • $329 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
-2.38K
- 3.12%
$172.42 - $223.89 $410K - $533K
74K $15.2M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-11.1K
- 7.06%
$77.94 - $79.5 $866K - $884K
146K $11.6M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
-10.9K
- 7.25%
$49.57 - $50.27 $542K - $550K
140K $7.04M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
-8.92K
- 10.93%
$51.68 - $52.76 $461K - $470K
72.7K $3.83M
CVX
Chevron Corp

Energy
-357
- 3.61%
$133.73 - $168.51 $47.7K - $60.2K
9.53K $1.36M
IWM
Ishares Russell 2000 ETF

ETFs
-1.22K
- 16.32%
$174.82 - $215.79 $212K - $262K
6.23K $1.34M
SCHO
Schwab Short Term Us Treasury

ETFs
-4.82K
- 31.25%
$24.19 - $24.45 $117K - $118K
10.6K $258K
JNJ
Johnson & Johnson

Healthcare
-242
- 4.31%
$146.36 - $159.82 $35.4K - $38.7K
5.37K $820K
AMGN
Amgen Inc

Healthcare
-38
- 1.23%
$262.28 - $309.85 $9.97K - $11.8K
3.06K $853K
VHT
Vanguard Health Care ETF

ETFs
-234
- 7.73%
$236.71 - $261.92 $55.4K - $61.3K
2.8K $694K
WPC
W. P. Carey Inc.

Real Estate
-709
- 2.42%
$56.12 - $64.53 $39.8K - $45.8K
28.6K $1.78M
DFSD
Dimensional ETF Tr Short Durat

ETFs
-3.43K
- 1.65%
$47.09 - $48.01 $161K - $164K
204K $9.8M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-798
- 7.42%
$77.74 - $78.78 $62K - $62.9K
9.96K $784K
VNQ
Vanguard Specialized Funds Van

ETFs
-347
- 1.97%
$79.79 - $91.42 $27.7K - $31.7K
17.3K $1.54M
XOM
Exxon Mobil Corp

Energy
-72
- 1.86%
$99.93 - $119.04 $7.19K - $8.57K
3.8K $409K
QCOM
Qualcomm Inc

Technology
-554
- 6.61%
$124.66 - $159.48 $69.1K - $88.4K
7.83K $1.25M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
-1.77K
- 4.98%
$22.68 - $23.28 $40.1K - $41.1K
33.7K $780K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-783
- 0.63%
$50.36 - $50.68 $39.4K - $39.7K
124K $6.26M
FILL
Ishares Inc Msci Global Energy

ETFs
-378
- 2.81%
$20.55 - $24.96 $7.77K - $9.43K
13.1K $309K
SBUX
Starbucks Corp

Consumer Cyclical
-34
- 1.06%
$79.69 - $99.41 $2.71K - $3.38K
3.19K $291K
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
-261
- 0.6%
$18.94 - $21.67 $4.94K - $5.66K
43K $910K
INTC
Intel Corp

Technology
-695
- 6.51%
$18.13 - $22.69 $12.6K - $15.8K
9.99K $223K
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
-775
- 5.69%
N/A
12.9K $305K
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
-297
- 2.68%
$50.52 - $50.92 $15K - $15.1K
10.8K $548K
SPSB
Spdr Portfolio Short Term Corp

ETFs
-497
- 2.45%
$29.82 - $30.19 $14.8K - $15K
19.8K $598K
SCHV
Schwab Strategic Tr Us Large C

ETFs
-2.01K
- 4.44%
$23.55 - $27.67 $47.2K - $55.5K
43.2K $1.19M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-223
- 3.8%
$114.78 - $133.31 $25.6K - $29.7K
5.65K $753K
LQD
Ishares Iboxx $ Investment Gra

ETFs
-65
- 1.29%
$105.23 - $109.61 $6.84K - $7.12K
4.98K $546K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-31
- 0.59%
$96.84 - $99.46 $3K - $3.08K
5.21K $516K
GLDM
World Gold Trust

ETFs
-1.77K
- 5.56%
$58.96 - $67.97 $104K - $120K
30K $1.97M
VUSB
Vanguard Bd Index Fds
-1.39K
- 10.02%
N/A
12.4K $0
VBR
Vanguard Small Cap Value ETF

ETFs
-442
- 3.63%
$162.76 - $195.77 $71.9K - $86.5K
11.7K $2.29M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-79
- 1.23%
$90.56 - $109.49 $7.15K - $8.65K
6.33K $691K
CAT
Caterpillar Inc

Industrials
-130
- 10.29%
$273.94 - $388.21 $35.6K - $50.5K
1.13K $439K
LMT
Lockheed Martin Corp

Industrials
-5
- 0.27%
$430.82 - $486.45 $2.15K - $2.43K
1.84K $853K
VTV
Vanguard Value ETF

ETFs
-78
- 0.7%
$153.67 - $176.74 $12K - $13.8K
11.1K $1.96M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
-114
- 0.76%
$24.38 - $30.18 $2.78K - $3.44K
14.9K $448K
IEFA
Ishares Tr

ETFs
-116
- 1.8%
$67.83 - $84.09 $7.87K - $9.75K
6.34K $529K
SPY
Spdr S&P 500 ETF Trust

ETFs
-12
- 1.23%
$496.48 - $617.85 $5.96K - $7.41K
964 $595K
DIS
Walt Disney CO

Communication Services
-38
- 1.25%
$81.72 - $124.01 $3.11K - $4.71K
3.01K $373K
VTI
Vanguard Total Stock Market Et

ETFs
-33
- 0.83%
$243.75 - $303.93 $8.04K - $10K
3.93K $1.19M
BAC
Bank Of America Corp

Financial Services
-471
- 2.02%
$34.39 - $47.46 $16.2K - $22.4K
22.8K $1.08M
AVDV
American Centy ETF Tr Avantis

ETFs
-952
- 3.96%
$61.76 - $79.32 $58.8K - $75.5K
23.1K $1.83M
AMD
Advanced Micro Devices Inc

Technology
-1.41K
- 14.97%
$78.21 - $143.81 $110K - $202K
7.98K $1.13M
DFAE
Dimensional ETF Tr

ETFs
-1.22K
- 1.67%
$22.87 - $28.95 $27.9K - $35.4K
71.7K $2.08M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
-2.48K
- 3.81%
$55.54 - $69.09 $137K - $171K
62.4K $4.31M
DISV
Dimensional ETF Tr Dimensional

ETFs
-1.67K
- 1.76%
$25.93 - $32.91 $43.2K - $54.8K
93.2K $3.07M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-5
- 0.06%
$456.74 - $568.03 $2.28K - $2.84K
7.96K $4.52M
VEA
Vanguard Ftse Developed Market

ETFs
-801
- 0.74%
$45.65 - $57.01 $36.6K - $45.7K
108K $6.14M
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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