Gradient Capital Advisors, LLC Sells in Q3 2025

Gradient Capital Advisors, LLC

  • $358 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
VV
Vanguard Large Cap ETF

ETFs
-4.56K
- 14.45%
$285.05 - $309.14 $1.3M - $1.41M
27K $8.31M
XLE
Energy Sector Spdr

ETFs
-1.47K
- 32.32%
$84.25 - $91.99 $124K - $136K
3.09K $275K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-708
- 7.11%
$78.11 - $79.07 $55.3K - $56K
9.26K $730K
ADBE
Adobe Inc.

Technology
-75
- 9.91%
$333.65 - $392.1 $25K - $29.4K
682 $240K
CRM
Salesforce, Inc.

Technology
-23
- 1.77%
$231.66 - $273.65 $5.33K - $6.29K
1.28K $302K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-2.48K
- 13.93%
$49.43 - $54.52 $122K - $135K
15.3K $828K
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
-2.59K
- 7.67%
$22.9 - $23.58 $59.2K - $61K
31.1K $730K
YUM
Yum Brands Inc

Consumer Cyclical
-296
- 16.22%
$139.5 - $153.94 $41.3K - $45.6K
1.53K $232K
SCHP
Schwab Strategic Us Tips ETF

ETFs
-1.48K
- 6.62%
$26.44 - $27.1 $39K - $40K
20.8K $561K
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
-377
- 8.34%
$52.55 - $54.37 $19.8K - $20.5K
4.14K $223K
XLP
Consumer Staples Sector Spdr

ETFs
-149
- 1.33%
N/A
11.1K $840K
DFAE
Dimensional ETF Tr

ETFs
-6.12K
- 8.53%
$28.84 - $31.84 $177K - $195K
65.6K $2.07M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-115
- 2.21%
$97.75 - $100.75 $11.2K - $11.6K
5.09K $510K
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
-1.03K
- 2.4%
$20.76 - $21.78 $21.4K - $22.5K
42K $906K
Lam Research Corp Com New
-485
- 2.16%
N/A
21.9K $0
VUSB
Vanguard Bd Index Fds
-215
- 1.73%
N/A
12.2K $0
AVLV
American Centy ETF Tr Avantis
-174
- 4.55%
$68.33 - $72.69 $11.9K - $12.6K
3.65K $263K
VHT
Vanguard Health Care ETF

ETFs
-107
- 3.83%
$239.12 - $259.95 $25.6K - $27.8K
2.69K $697K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-280
- 4.95%
$132.9 - $142.03 $37.2K - $39.8K
5.37K $757K
LQD
Ishares Iboxx $ Investment Gra

ETFs
-36
- 0.72%
$107.66 - $112.36 $3.88K - $4.04K
4.95K $551K
DFAI
Dimensional ETF Tr

ETFs
-112
- 0.71%
$34.05 - $36.55 $3.81K - $4.09K
15.8K $573K
QCOM
Qualcomm Inc

Technology
-164
- 2.1%
$145.84 - $173.55 $23.9K - $28.5K
7.66K $1.27M
FEZ
Spdr Euro Stoxx 50 ETF

ETFs
-223
- 1.21%
$57.15 - $62.12 $12.7K - $13.9K
18.2K $1.13M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
-967
- 3.79%
$36.04 - $38.78 $34.9K - $37.5K
24.5K $946K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
-143
- 0.96%
$30.13 - $33.37 $4.31K - $4.77K
14.7K $491K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-506
- 6.36%
$567.77 - $614.76 $287K - $311K
7.46K $4.57M
SCHV
Schwab Strategic Tr Us Large C

ETFs
-460
- 1.07%
$27.61 - $29.15 $12.7K - $13.4K
42.7K $1.24M
AVUV
American Centy ETF Tr Avantis

ETFs
-650
- 4.6%
$90.37 - $102.12 $58.7K - $66.4K
13.5K $1.34M
LMT
Lockheed Martin Corp

Industrials
-22
- 1.19%
$410.74 - $499.21 $9.04K - $11K
1.82K $909K
BAC
Bank Of America Corp

Financial Services
-732
- 3.21%
$44.92 - $52.42 $32.9K - $38.4K
22.1K $1.14M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
-2.86K
- 4.58%
$68.24 - $73.73 $195K - $211K
59.6K $4.38M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
-2.11K
- 2.69%
$23.82 - $25.84 $50.3K - $54.5K
76.3K $1.96M
INTC
Intel Corp

Technology
-505
- 5.06%
$19.31 - $35.5 $9.75K - $17.9K
9.48K $318K
CAT
Caterpillar Inc

Industrials
-8
- 0.71%
$390.92 - $477.15 $3.13K - $3.82K
1.13K $536K
SCHA
Schwab Strategic Tr Us Small C

ETFs
-237
- 0.54%
$25.29 - $28.33 $5.99K - $6.71K
43.3K $1.21M
IWM
Ishares Russell 2000 ETF

ETFs
-217
- 3.48%
$214.92 - $244.84 $46.6K - $53.1K
6.01K $1.46M
WPC
W. P. Carey Inc.

Real Estate
-352
- 1.23%
$61.29 - $68.7 $21.6K - $24.2K
28.2K $1.91M
VUG
Vanguard Growth ETF

ETFs
-565
- 5.89%
$433.97 - $484.08 $245K - $274K
9.03K $4.33M
VBR
Vanguard Small Cap Value ETF

ETFs
-167
- 1.42%
$195.41 - $212.37 $32.6K - $35.5K
11.6K $2.41M
AMD
Advanced Micro Devices Inc

Technology
-113
- 1.42%
$134.8 - $184.42 $15.2K - $20.8K
7.87K $1.27M
AVDV
American Centy ETF Tr Avantis

ETFs
-724
- 3.14%
$79.24 - $89.03 $57.4K - $64.5K
22.4K $1.99M
VO
Vanguard Mid Cap ETF

ETFs
-156
- 1.03%
$279.83 - $293.74 $43.7K - $45.8K
15K $4.4M
GOOG
Alphabet Inc.

Communication Services
-21
- 0.74%
$175.16 - $255.24 $3.68K - $5.36K
2.82K $686K
VB
Vanguard Small Cap ETF

ETFs
-190
- 1.41%
$237.58 - $259.17 $45.1K - $49.2K
13.3K $3.38M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-12.3K
- 2.63%
$21.69 - $23.34 $266K - $286K
454K $10.6M
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
-887
- 0.66%
$41.91 - $44.87 $37.2K - $39.8K
133K $5.93M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
-8.1K
- 2.46%
$28.15 - $30.13 $228K - $244K
322K $9.53M
VEA
Vanguard Ftse Developed Market

ETFs
-60
- 0.06%
$56.02 - $60.3 $3.36K - $3.62K
108K $6.45M
GLD
Spdr Gold Trust

ETFs
-345
- 3.51%
$300.96 - $355.47 $104K - $123K
9.49K $3.37M
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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