Gradient Investments LLC Purchases in Q4 2024

Gradient Investments LLC

  • $3.78 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
BSJQ
Invesco Etsf Fd Tr Bulletshare

ETFs
35.6K
New
$23.25 - $23.56 $829K - $840K
35.6K $829K
GLDM
World Gold Trust

ETFs
18.3K
+ 2.04%
$50.76 - $55.23 $931K - $1.01M
919K $47.8M
CLOI
Vaneck ETF Tr

ETFs
16.5K
+ 6.8%
$52.7 - $53.15 $868K - $875K
259K $13.6M
FCNCA
First Citizens Bancshares Inc

Financial Services
379
New
$1818.92 - $2353.08 $689K - $892K
379 $800K
PANW
Palo Alto Networks Inc

Technology
61K
+ 94.48%
$181.96 - $405.9 $11.1M - $24.8M
126K $22.8M
PGR
Progressive Corp

Financial Services
2.99K
New
$239.6 - $268.88 $717K - $804K
2.99K $716K
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
8.79K
+ 5.49%
$101.77 - $113.02 $894K - $993K
169K $17.8M
TT
Trane Technologies PLC

Industrials
1.59K
+ 78.4%
$369.35 - $419.14 $586K - $665K
3.61K $1.33M
RYAAY
Ryanair Holdings PLC

Industrials
11.6K
New
$42.1 - $47.3 $488K - $549K
11.6K $505K
KOF
Coca Cola Femsa Sab De Cv

Consumer Defensive
6.35K
New
$77.43 - $89.47 $491K - $568K
6.35K $494K
WEN
Wendy'S CO

Consumer Cyclical
80.1K
+ 11.56%
$16.26 - $20.42 $1.3M - $1.63M
773K $12.6M
ASML
Asml Holding Nv

Technology
652
New
$658.43 - $872.27 $429K - $569K
652 $451K
SPY
Spdr S&P 500 ETF Trust

ETFs
517
+ 51.44%
$567.81 - $607.81 $294K - $314K
1.52K $892K
CMA
Comerica Inc

Financial Services
5.03K
New
$57.88 - $72.73 $291K - $366K
5.03K $311K
FIVE
Five Below, Inc

Consumer Cyclical
111
+ 0.7%
$83.0 - $115.97 $9.21K - $12.9K
15.9K $1.67M
IBTF
Ishares Tr Ibonds Dec 2025 Ter

ETFs
12K
+ 5.72%
$23.25 - $23.37 $280K - $282K
223K $5.19M
BSJR
Invesco Indx Tr

ETFs
10.8K
New
$22.37 - $22.7 $242K - $245K
10.8K $242K
DAL
Delta Air Lines, Inc.

Industrials
3.9K
New
$47.46 - $65.77 $185K - $257K
3.9K $236K
MGK
Vanguard Mega Cap Growth ETF

ETFs
680
New
$316.94 - $357.88 $216K - $243K
680 $233K
ABT
Abbott Laboratories

Healthcare
3.77K
+ 1.36%
$111.93 - $119.39 $422K - $450K
280K $31.7M
FPE
First Tr Pfd Secs & Income ETF

ETFs
17.9K
+ 5.0%
$17.65 - $18.18 $316K - $325K
375K $6.65M
TM
Toyota Motor Corp

Consumer Cyclical
688
+ 34.84%
$169.2 - $199.52 $116K - $137K
2.66K $518K
KBWD
Invesco ETF Tr Ii Kbw High Div

ETFs
26.6K
+ 6.26%
$14.52 - $15.51 $387K - $413K
452K $6.63M
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
2.36K
+ 2.84%
$41.09 - $45.94 $97.1K - $109K
85.7K $3.6M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
856
+ 4.0%
$55.73 - $66.16 $47.7K - $56.6K
22.2K $1.34M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
149
+ 7.37%
$521.84 - $558.82 $77.8K - $83.3K
2.17K $1.17M
DSI
Ishares Msci Kld 400 Social Et

ETFs
205
+ 0.4%
$107.41 - $115.71 $22K - $23.7K
52K $5.74M
TTE
Total Energies Se

Energy
1.38K
+ 18.53%
N/A
8.84K $606K
JUST
Goldman Sachs ETF Tr Just Us L

ETFs
524
+ 1.69%
$80.84 - $86.4 $42.4K - $45.3K
31.5K $2.62M
QQQ
Invesco Qqq Trust, Series 1

ETFs
43
+ 2.02%
$481.22 - $538.17 $20.7K - $23.1K
2.18K $1.11M
ARE
Alexandria Real Estate Equities, Inc.

Real Estate
23.5K
+ 22.39%
$97.29 - $122.68 $2.29M - $2.89M
129K $12.6M
PUK
Prudential PLC

Financial Services
7.89K
+ 32.84%
$15.52 - $18.99 $122K - $150K
31.9K $508K
EFIV
Spdr Ser Tr Spdr S&P 500 Esg E

Technology
68
+ 0.1%
$55.05 - $58.86 $3.74K - $4K
69.5K $3.93M
IAU
Ishares Gold Trust

ETFs
1.27K
+ 1.41%
$48.37 - $52.65 $61.5K - $67K
91.5K $4.53M
C
Citigroup Inc

Financial Services
35
+ 0.64%
$61.31 - $72.5 $2.15K - $2.54K
5.53K $389K
XLF
Financial Sector Spdr

ETFs
457
+ 6.62%
$44.89 - $51.34 $20.5K - $23.5K
7.36K $355K
SRE
Sempra Energy

Utilities
3
+ 0.03%
$80.81 - $94.77 $242 - $284
9.77K $856K
SHE
Spdr Ser Tr Ssga Gender Divers

ETFs
170
+ 2.1%
$113.29 - $121.45 $19.3K - $20.6K
8.27K $957K
FDX
Fedex Corp

Industrials
88
+ 4.94%
$260.5 - $305.15 $22.9K - $26.9K
1.87K $525K
SYY
Sysco Corp

Consumer Defensive
4.08K
+ 2.37%
$73.63 - $81.77 $300K - $334K
176K $13.5M
IVW
Ishares S&P 500 Growth ETF

ETFs
103
+ 2.71%
$94.43 - $105.47 $9.73K - $10.9K
3.9K $396K
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
1.44K
+ 0.75%
$20.6 - $20.71 $29.7K - $29.8K
193K $3.98M
SNAP
Snap Inc

Communication Services
1.31K
+ 0.93%
$9.98 - $12.86 $13.1K - $16.8K
142K $1.53M
CRBN
Ishares Tr Msci Acwi Low Carbo

ETFs
200
+ 2.09%
$192.71 - $203.05 $38.5K - $40.6K
9.79K $1.89M
ITOT
Ishares Core S&P Total U.S. St

ETFs
59
+ 3.45%
$124.26 - $134.12 $7.33K - $7.91K
1.77K $227K
VERU
Veru Inc.

Healthcare
19.1K
New
$0.58 - $0.93 $11.1K - $17.8K
19.1K $12K
UPS
United Parcel Service Inc

Industrials
183
+ 12.12%
$122.65 - $138.35 $22.4K - $25.3K
1.69K $213K
SCHG
Schwab Strategic Tr Us Large C

ETFs
6.09K
+ 282.2%
$25.93 - $105.3 $158K - $641K
8.24K $229K
EOCT
Innovator Etfs Tr Emerging Mar
411K
New
N/A
411K $0
Activity Summary
Buys All Purchases 161 New Holdings 37 Increased Positions 124 Sells All Sells 124 Reductions 124 Sold out 0 Options Calls 0 Puts 0
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