Gradient Capital Advisors, LLC Sells in Q4 2024

Gradient Capital Advisors, LLC

  • $304 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
WPC
W. P. Carey Inc.

Real Estate
-1.63K
- 5.18%
$53.44 - $61.33 $87.1K - $100K
29.8K $1.62M
AMGN
Amgen Inc

Healthcare
-320
- 8.95%
$258.78 - $328.31 $82.8K - $105K
3.26K $848K
PFE
Pfizer Inc

Healthcare
-7.54K
- 33.55%
$24.8 - $30.19 $187K - $228K
14.9K $396K
LMT
Lockheed Martin Corp

Industrials
-8
- 0.39%
$479.66 - $614.62 $3.84K - $4.92K
2.04K $990K
JNJ
Johnson & Johnson

Healthcare
-578
- 9.04%
$143.34 - $165.86 $82.9K - $95.9K
5.81K $840K
MSFT
Microsoft Corp

Technology
-98
- 0.67%
$406.35 - $454.46 $39.8K - $44.5K
14.6K $6.17M
VNQ
Vanguard Specialized Funds Van

ETFs
-234
- 1.35%
$87.85 - $98.6 $20.6K - $23.1K
17K $1.52M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-2.03K
- 10.41%
$44.04 - $49.49 $89.6K - $101K
17.5K $771K
QCOM
Qualcomm Inc

Technology
-57
- 0.65%
$150.4 - $178.04 $8.57K - $10.1K
8.7K $1.34M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-1.58K
- 12.66%
$77.02 - $78.58 $121K - $124K
10.9K $839K
VB
Vanguard Small Cap ETF

ETFs
-610
- 4.43%
$233.76 - $261.58 $143K - $160K
13.2K $3.16M
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
-527
- 1.21%
$20.55 - $23.26 $10.8K - $12.3K
43.1K $907K
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
-128
- 0.1%
$40.38 - $44.35 $5.17K - $5.68K
129K $5.26M
YUM
Yum Brands Inc

Consumer Cyclical
-500
- 21.51%
$130.36 - $139.54 $65.2K - $69.8K
1.83K $244K
GLDM
World Gold Trust

ETFs
-1.26K
- 3.81%
$50.76 - $55.23 $63.8K - $69.4K
31.7K $1.65M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-282
- 3.49%
$521.84 - $558.82 $147K - $158K
7.79K $4.2M
HD
Home Depot, Inc.

Consumer Cyclical
-55
- 2.23%
$385.02 - $431.37 $21.2K - $23.7K
2.42K $939K
ADBE
Adobe Inc.

Technology
-7
- 0.92%
$437.39 - $552.96 $3.06K - $3.87K
758 $337K
IEFA
Ishares Tr

ETFs
-6
- 0.09%
$70.06 - $77.43 $420 - $465
6.46K $453K
IVE
Ishares S&P 500 Value ETF

ETFs
-169
- 6.13%
$189.5 - $206.17 $32K - $34.8K
2.59K $494K
DFAI
Dimensional ETF Tr

ETFs
-209
- 1.3%
$29.0 - $31.6 $6.06K - $6.6K
15.9K $463K
CVX
Chevron Corp

Energy
-129
- 1.19%
$141.15 - $162.53 $18.2K - $21K
10.7K $1.55M
CAT
Caterpillar Inc

Industrials
-18
- 1.36%
$360.37 - $416.88 $6.49K - $7.5K
1.31K $473K
FILL
Ishares Inc Msci Global Energy

ETFs
-684
- 4.79%
$22.16 - $26.33 $15.2K - $18K
13.6K $310K
LQD
Ishares Iboxx $ Investment Gra

ETFs
-2
- 0.04%
$106.56 - $113.11 $213 - $226
5.12K $546K
SBUX
Starbucks Corp

Consumer Cyclical
-99
- 2.84%
$87.44 - $102.5 $8.66K - $10.1K
3.39K $308K
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
-180
- 2.93%
$69.58 - $74.87 $12.5K - $13.5K
5.96K $417K
IWM
Ishares Russell 2000 ETF

ETFs
-104
- 1.38%
$216.13 - $242.4 $22.5K - $25.2K
7.45K $1.65M
VIG
Vanguard Dividend Appreciation

ETFs
-111
- 1.94%
N/A
5.62K $1.02M
DFAT
Dimensional ETF Tr U S Target

ETFs
-409
- 0.3%
$54.54 - $61.04 $22.3K - $25K
136K $7.55M
TIP
Ishares Tr Tips Bd ETF

ETFs
-49
- 2.31%
$106.33 - $110.69 $5.21K - $5.42K
2.07K $220K
VTI
Vanguard Total Stock Market Et

ETFs
-150
- 3.42%
$280.04 - $302.45 $42K - $45.4K
4.24K $1.23M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-108
- 1.89%
$61.68 - $67.87 $6.66K - $7.33K
5.61K $349K
AVLV
American Centy ETF Tr Avantis
-150
- 3.77%
$65.51 - $71.22 $9.83K - $10.7K
3.83K $255K
ACN
Accenture PLC

Technology
-3
- 0.25%
$343.9 - $376.86 $1.03K - $1.13K
1.22K $428K
XLP
Consumer Staples Sector Spdr

ETFs
-34
- 0.3%
N/A
11.2K $851K
VUSB
Vanguard Bd Index Fds
-5.16K
- 32.27%
N/A
10.8K $0
SPY
Spdr S&P 500 ETF Trust

ETFs
-23
- 1.99%
$567.81 - $607.81 $13.1K - $14K
1.13K $664K
DFUS
Dimensional ETF Tr U S Equity

ETFs
-102
- 1.91%
$61.52 - $66.5 $6.28K - $6.78K
5.24K $334K
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
-40
- 0.84%
$69.3 - $74.3 $2.77K - $2.97K
4.71K $336K
COST
Costco Wholesale Corp

Consumer Defensive
-6
- 1.07%
$873.59 - $994.69 $5.24K - $5.97K
557 $510K
WMT
Walmart Inc.

Consumer Defensive
-124
- 4.47%
$79.1 - $95.7 $9.81K - $11.9K
2.65K $239K
IVW
Ishares S&P 500 Growth ETF

ETFs
-134
- 2.44%
$94.43 - $105.47 $12.7K - $14.1K
5.35K $543K
DIS
Walt Disney CO

Communication Services
-213
- 6.29%
$92.39 - $117.6 $19.7K - $25K
3.18K $353K
GOOG
Alphabet Inc.

Communication Services
-261
- 7.72%
$163.08 - $198.16 $42.6K - $51.7K
3.12K $594K
WFC
Wells Fargo & Company

Financial Services
-152
- 3.55%
$54.98 - $77.35 $8.36K - $11.8K
4.13K $289K
BX
Blackstone Inc.

Financial Services
-104
- 2.32%
$148.45 - $199.05 $15.4K - $20.7K
4.38K $755K
NFLX
Netflix Inc

Communication Services
-4
- 0.55%
$687.65 - $936.56 $2.75K - $3.75K
719 $640K
LULU
Lululemon Athletica Inc.

Consumer Cyclical
-42
- 3.12%
$260.53 - $404.79 $10.9K - $17K
1.3K $498K
Activity Summary
Buys All Purchases 77 New Holdings 6 Increased Positions 71 Sells All Sells 57 Reductions 57 Sold out 0 Options Calls 0 Puts 0
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