Gradient Investments LLC Purchases in Q2 2025

Gradient Investments LLC

  • $4.41 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
BAPR
Innovator U.S. Equity Buffer E

ETFs
1.04M
New
$38.86 - $45.19 $40.2M - $46.8M
1.04M $46.8M
XBAP
Innovator ETF Tr Us Equity Acc
1.25M
New
$32.27 - $36.65 $40.3M - $45.8M
1.25M $45.8M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
108K
+ 3.12%
$58.41 - $72.69 $6.28M - $7.82M
3.55M $258M
AVGO
Broadcom Inc.

Technology
38.4K
+ 21.73%
$146.29 - $275.65 $5.62M - $10.6M
215K $59.3M
META
Meta Platforms, Inc.

Communication Services
3.41K
+ 2.88%
$484.66 - $738.09 $1.65M - $2.52M
122K $89.8M
UBER
Uber Technologies, Inc

Technology
189K
New
$64.62 - $93.3 $12.2M - $17.7M
189K $17.7M
PODD
Insulet Corp

Healthcare
55.5K
New
$238.57 - $327.47 $13.2M - $18.2M
55.5K $17.4M
AMZN
Amazon Com Inc

Consumer Cyclical
6.95K
+ 1.28%
$167.32 - $223.3 $1.16M - $1.55M
550K $121M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
38K
New
$421.16 - $509.5 $16M - $19.4M
38K $16.9M
CRPT
First Tr ETF Fd Viii Skybridge
163K
+ 14.74%
$10.82 - $22.89 $1.76M - $3.73M
1.27M $28.3M
GOOG
Alphabet Inc.

Communication Services
8.61K
+ 1.8%
$146.58 - $180.01 $1.26M - $1.55M
488K $86.6M
ALL
Allstate Corp

Financial Services
57.8K
+ 5053.63%
$180.53 - $212.64 $10.4M - $12.3M
58.9K $11.9M
EAPR
Innovator Etfs Tr Emerging Mkt
403K
New
$24.71 - $27.99 $9.97M - $11.3M
403K $11.3M
AVDE
American Centy ETF Tr Avantis

ETFs
11.2K
+ 0.94%
$59.32 - $74.36 $664K - $832K
1.2M $89.1M
ARKW
Ark Next Generation Internet E

ETFs
19.2K
+ 16.21%
$82.77 - $147.9 $1.59M - $2.84M
138K $20.3M
AVEM
American Centy ETF Tr Avantis

ETFs
7.9K
+ 0.78%
$53.08 - $68.54 $419K - $542K
1.02M $70.1M
BLOK
Amplify ETF Tr Trnsformational

ETFs
49.6K
+ 16.78%
$32.56 - $57.11 $1.62M - $2.83M
345K $19.7M
BBUS
J P Morgan Exchg Traded Fd

ETFs
17.7K
+ 3.13%
$89.63 - $111.92 $1.58M - $1.98M
582K $65.1M
RECS
Columbia ETF Tr I

ETFs
23.6K
+ 1.17%
$29.4 - $36.79 $694K - $868K
2.03M $74.7M
JPM
Jpmorgan Chase & CO

Financial Services
9
+ 0.0%
$210.28 - $289.91 $1.89K - $2.61K
187K $54.3M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
7.17K
+ 0.34%
$32.66 - $40.75 $234K - $292K
2.11M $85.5M
ETN
Eaton Corp PLC

Industrials
5.06K
+ 7.29%
$246.52 - $356.99 $1.25M - $1.81M
74.4K $26.6M
SNPS
Synopsys Inc

Technology
9.22K
+ 28.78%
$380.9 - $517.66 $3.51M - $4.77M
41.2K $21.1M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
79.8K
+ 28.32%
$91.43 - $91.74 $7.3M - $7.33M
362K $33.2M
SCHX
Schwab Strategic Tr Us Large C

ETFs
287K
+ 1171.9%
$19.6 - $24.44 $5.62M - $7.01M
311K $7.61M
MUB
Ishares National Muni Bond ETF

ETFs
62.9K
+ 96.73%
$102.31 - $105.8 $6.44M - $6.65M
128K $13.4M
DFUS
Dimensional ETF Tr U S Equity

ETFs
95.6K
+ 1350.73%
$53.65 - $67.02 $5.13M - $6.41M
103K $6.88M
PANW
Palo Alto Networks Inc

Technology
7.42K
+ 5.12%
$152.44 - $204.64 $1.13M - $1.52M
153K $31.2M
AVUS
American Centy ETF Tr Avantis

ETFs
50.9K
+ 112.2%
$81.38 - $100.82 $4.14M - $5.13M
96.3K $9.71M
IVV
Ishares Core S&P 500 ETF

ETFs
7.57K
+ 56.81%
$498.8 - $620.9 $3.78M - $4.7M
20.9K $13M
QUAL
Ishares Msci Usa Quality Facto

ETFs
3.24K
+ 0.87%
$152.42 - $182.82 $494K - $593K
375K $68.6M
URI
United Rentals, Inc.

Industrials
88
+ 0.22%
$551.94 - $753.4 $48.6K - $66.3K
40.3K $30.3M
GLDM
World Gold Trust

ETFs
16.3K
+ 1.8%
$58.96 - $67.97 $964K - $1.11M
923K $60.5M
LOUP
Innovator Etfs Tr Loup Frontie

ETFs
29.1K
+ 17.7%
$39.47 - $62.61 $1.15M - $1.82M
193K $12.1M
QQQ
Invesco Qqq Trust, Series 1

ETFs
7.2K
+ 329.4%
$416.06 - $551.64 $3M - $3.97M
9.39K $5.18M
IETC
Ishares U S ETF Tr

ETFs
17.4K
+ 16.34%
$67.28 - $93.11 $1.17M - $1.62M
124K $11.5M
LOW
Lowes Companies Inc

Consumer Cyclical
21.2K
+ 18.3%
$210.83 - $235.28 $4.47M - $4.99M
137K $30.4M
WCN
Waste Connections, Inc.

Industrials
20.8K
+ 22.04%
$183.26 - $199.95 $3.8M - $4.15M
115K $21.5M
ECL
Ecolab Inc.

Basic Materials
5.81K
+ 7.54%
$225.65 - $270.95 $1.31M - $1.57M
82.9K $22.3M
EQIX
Equinix Inc

Real Estate
4.02K
+ 19.43%
$740.07 - $914.43 $2.97M - $3.67M
24.7K $19.6M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
47.1K
+ 95.68%
$50.52 - $50.92 $2.38M - $2.4M
96.4K $4.91M
RSP
Invesco S&P 500 Equal Weight E

ETFs
3.72K
+ 2.35%
$152.93 - $181.74 $569K - $676K
162K $29.5M
ITW
Illinois Tool Works Inc

Industrials
8.81K
New
$218.41 - $252.43 $1.92M - $2.22M
8.81K $2.18M
TMO
Thermo Fisher Scientific Inc.

Healthcare
5.17K
New
$390.26 - $489.06 $2.02M - $2.53M
5.17K $2.1M
C
Citigroup Inc

Financial Services
23.6K
+ 512.25%
$58.13 - $85.12 $1.37M - $2.01M
28.2K $2.4M
ABT
Abbott Laboratories

Healthcare
7.68K
+ 2.69%
$123.95 - $138.08 $952K - $1.06M
293K $39.9M
JEF
Jefferies Financial Group Inc.

Financial Services
36.6K
New
$41.06 - $56.09 $1.5M - $2.05M
36.6K $2M
KEY
Keycorp

Financial Services
113K
New
$13.23 - $17.42 $1.5M - $1.97M
113K $1.97M
NJUL
Innovator Growth 100 Power Buf

Technology
28.4K
New
$56.05 - $68.06 $1.59M - $1.93M
28.4K $1.93M
Activity Summary
Buys All Purchases 240 New Holdings 55 Increased Positions 185 Sells All Sells 104 Reductions 104 Sold out 0 Options Calls 0 Puts 0
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