Gradient Capital Advisors, LLC Portfolio Holdings
Gradient Capital Advisors, LLC
- $304 Million
- Q4 2024
Gradient Capital Advisors, LLC has filed its 13F form on January 29, 2025 for Q4 2024 where it was disclosed a total value porftolio of $304 Million distributed in 152 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 $29.7M, Apple Inc. with a value of $19.9M, Vanguard Sht Term Corp Bd ETF with a value of $12.2M, Spdr Ser Tr Fds Spdr Portfolio with a value of $11.4M, and Tesla, Inc. with a value of $9.7M.
Examining the 13F form we can see an increase of $7.6M in the current position value, from $296M to 304M.
Below you can find more details about Gradient Capital Advisors, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$304 Million
ETFs: $214 Million
Technology: $39 Million
Consumer Cyclical: $13.7 Million
Financial Services: $13 Million
Communication Services: $9.44 Million
Healthcare: $3.1 Million
Energy: $1.98 Million
Industrials: $1.97 Million
Other: $2.93 Million
Stock Holdings Table Market Cap. of $2 Billions to $10 Billions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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