Gradient Capital Advisors, LLC Portfolio Holdings
Gradient Capital Advisors, LLC
- $296 Million
- Q3 2024
Gradient Capital Advisors, LLC has filed its 13F form on October 16, 2024 for Q3 2024 where it was disclosed a total value porftolio of $296 Million distributed in 148 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $28.9M, Apple Inc. with a value of $19M, Spdr Ser Tr Fds Spdr Portfolio with a value of $11.9M, Vanguard Sht Term Corp Bd ETF with a value of $11.5M, and Schwab Strategic Tr Intl Eqty with a value of $10M.
Examining the 13F form we can see an increase of $18.6M in the current position value, from $278M to 296M.
Below you can find more details about Gradient Capital Advisors, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$296 Million
ETFs: $212 Million
Technology: $37.7 Million
Financial Services: $12 Million
Consumer Cyclical: $9.98 Million
Communication Services: $8.68 Million
Healthcare: $3.85 Million
Industrials: $2.18 Million
Energy: $2.07 Million
Other: $3.25 Million
Stock Holdings Table Market Cap. of $2 Billions to $10 Billions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
|---|