Gradient Investments LLC Purchases in Q4 2025

Gradient Investments LLC

  • $4.99 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
NOW
Service Now, Inc.

Technology
129K
+ 488.12%
$835.79 - $946.29 $108M - $122M
155K $130M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
290K
+ 7.73%
$76.84 - $80.86 $22.3M - $23.4M
4.04M $319M
LLY
Eli Lilly & CO

Healthcare
19.6K
+ 2351.38%
$799.57 - $1025.28 $15.7M - $20.1M
20.5K $20.9M
CTAS
Cintas Corp

Industrials
108K
+ 9549.38%
$182.04 - $203.64 $19.6M - $22M
109K $20.4M
ISRG
Intuitive Surgical Inc

Healthcare
35.4K
New
$429.59 - $576.2 $15.2M - $20.4M
35.4K $19.4M
TJX
Tjx Companies Inc

Consumer Cyclical
132K
New
$138.56 - $147.63 $18.3M - $19.5M
132K $19.3M
AMZN
Amazon Com Inc

Consumer Cyclical
36.4K
+ 6.36%
$213.04 - $254.0 $7.75M - $9.24M
608K $143M
TGT
Target Corp

Consumer Defensive
174K
+ 61.16%
$85.53 - $97.77 $14.9M - $17M
458K $41.1M
AZN
Astrazeneca PLC

Healthcare
169K
+ 1098.86%
$81.15 - $89.4 $13.7M - $15.1M
184K $16.5M
EOG
Eog Resources Inc

Energy
128K
+ 4333.55%
$105.0 - $111.92 $13.4M - $14.3M
131K $14.4M
CSCO
Cisco Systems, Inc.

Technology
178K
+ 2018.39%
$67.46 - $78.0 $12M - $13.9M
187K $14.6M
KEY
Keycorp

Financial Services
798K
+ 797.89%
$16.78 - $18.63 $13.4M - $14.9M
898K $15.8M
KHC
Kraft Heinz CO

Consumer Defensive
542K
New
$23.72 - $26.28 $12.9M - $14.2M
542K $13.5M
GOOGL
Alphabet Inc.

Communication Services
47.4K
+ 492.72%
$236.57 - $291.31 $11.2M - $13.8M
57K $15.8M
UPS
United Parcel Service Inc

Industrials
142K
New
$82.87 - $97.4 $11.8M - $13.8M
142K $13.4M
ITW
Illinois Tool Works Inc

Industrials
54.8K
+ 691.28%
$242.03 - $260.73 $13.3M - $14.3M
62.7K $15.3M
GLDM
World Gold Trust

ETFs
109K
+ 10.96%
$76.32 - $86.69 $8.3M - $9.43M
1.1M $89.1M
JEF
Jefferies Financial Group Inc.

Financial Services
260K
+ 807.14%
$48.8 - $63.49 $12.7M - $16.5M
292K $15.3M
LYB
Lyondell Basell Industries N.V.

Basic Materials
289K
New
$42.38 - $49.47 $12.2M - $14.3M
289K $13.1M
FLEX
Flex Ltd.

Technology
216K
New
$56.13 - $66.1 $12.1M - $14.3M
216K $13M
C
Citigroup Inc

Financial Services
132K
+ 564.54%
$93.93 - $102.87 $12.4M - $13.6M
155K $15.3M
AAPL
Apple Inc.

Technology
24.7K
+ 5.13%
$245.27 - $275.25 $6.07M - $6.81M
507K $136M
MHO
M/I Homes, Inc.

Consumer Cyclical
100K
+ 689.36%
$125.05 - $148.06 $12.5M - $14.8M
115K $14.8M
QCOM
Qualcomm Inc

Technology
74.5K
+ 4723.21%
$153.59 - $187.68 $11.4M - $14M
76.1K $12.7M
HII
Huntington Ingalls Industries, Inc.

Industrials
38.9K
+ 662.27%
$280.02 - $324.19 $10.9M - $12.6M
44.8K $14.1M
AVUS
American Centy ETF Tr Avantis

ETFs
110K
+ 57.85%
$105.96 - $111.17 $11.6M - $12.2M
299K $32.6M
ASML
Asml Holding Nv

Technology
11.6K
+ 424.34%
$936.19 - $1075.45 $10.9M - $12.5M
14.4K $14.7M
ARE
Alexandria Real Estate Equities, Inc.

Real Estate
241K
+ 1453.9%
$50.84 - $83.8 $12.3M - $20.2M
258K $13.1M
KLAC
Kla Corp

Technology
9.84K
New
$982.75 - $1235.28 $9.67M - $12.2M
9.84K $11.2M
MUB
Ishares National Muni Bond ETF

ETFs
82.7K
+ 42.18%
$106.36 - $107.61 $8.79M - $8.9M
279K $29.8M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
62.6K
+ 17.09%
$91.46 - $91.76 $5.73M - $5.74M
429K $39.3M
AVDE
American Centy ETF Tr Avantis

ETFs
47.9K
+ 3.65%
$77.65 - $81.2 $3.72M - $3.89M
1.36M $109M
AVEM
American Centy ETF Tr Avantis

ETFs
34.7K
+ 3.24%
$73.09 - $78.36 $2.54M - $2.72M
1.11M $85.8M
KO
Coca Cola CO

Consumer Defensive
41K
+ 7.5%
$66.1 - $71.61 $2.71M - $2.93M
587K $41.5M
ABT
Abbott Laboratories

Healthcare
47.1K
+ 15.74%
$123.62 - $134.59 $5.83M - $6.34M
347K $45.1M
PODD
Insulet Corp

Healthcare
10.5K
+ 17.89%
$305.98 - $336.84 $3.21M - $3.54M
69.2K $23M
SBUX
Starbucks Corp

Consumer Cyclical
57K
+ 20.84%
$78.46 - $87.26 $4.47M - $4.97M
330K $28M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
92.7K
+ 7.96%
$50.55 - $50.74 $4.68M - $4.7M
1.26M $63.6M
IETC
Ishares U S ETF Tr

ETFs
49.1K
+ 7.87%
$100.06 - $107.97 $4.92M - $5.31M
674K $68.2M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
57.2K
+ 2.69%
$42.26 - $44.28 $2.42M - $2.53M
2.19M $95.7M
SIVR
Abrdn Silver ETF Trust

ETFs
59.9K
+ 14.89%
$44.53 - $51.56 $2.67M - $3.09M
462K $22.3M
MSFT
Microsoft Corp

Technology
14K
+ 4.91%
$496.82 - $542.07 $6.95M - $7.59M
299K $152M
JMBS
Janus Detroit Str Tr Henderson

ETFs
88.4K
+ 4.13%
$45.54 - $46.2 $4.03M - $4.08M
2.23M $102M
NFLX
Netflix Inc

Communication Services
299K
+ 1097.17%
$110.29 - $1241.35 $32.9M - $371M
326K $35.9M
PALL
Abrdn Palladium ETF Trust

ETFs
16.7K
+ 21.07%
$114.08 - $147.62 $1.9M - $2.46M
95.8K $12.3M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
63.2K
+ 43.36%
$50.85 - $51.0 $3.21M - $3.22M
209K $10.6M
TXN
Texas Instruments Inc

Technology
16.3K
+ 25.64%
N/A
80K $15.6M
LOUP
Innovator Etfs Tr Loup Frontie

ETFs
33.5K
+ 13.63%
$74.93 - $82.69 $2.51M - $2.77M
279K $21.3M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
8.43K
+ 3.3%
$242.67 - $261.79 $2.05M - $2.21M
264K $66.2M
Activity Summary
Buys All Purchases 237 New Holdings 21 Increased Positions 216 Sells All Sells 93 Reductions 93 Sold out 0 Options Calls 0 Puts 0
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