Gradient Investments LLC Purchases in Q1 2025

Gradient Investments LLC

  • $3.96 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
MSFT
Microsoft Corp

Technology
35.8K
+ 14.94%
$375.39 - $447.2 $13.4M - $16M
275K $103M
NEE
Nextera Energy Inc

Utilities
33.7K
+ 9.12%
$66.96 - $76.16 $2.26M - $2.57M
403K $28.6M
GS
Goldman Sachs Group Inc

Financial Services
7.29K
+ 9.53%
$524.81 - $672.19 $3.82M - $4.9M
83.7K $45.7M
PANW
Palo Alto Networks Inc

Technology
19.6K
+ 15.59%
$167.82 - $208.28 $3.28M - $4.08M
145K $24.8M
MS
Morgan Stanley

Financial Services
37.2K
+ 12.45%
$111.68 - $141.08 $4.15M - $5.25M
336K $39.2M
LUV
Southwest Airlines CO

Industrials
47.6K
+ 9.98%
$28.18 - $34.84 $1.34M - $1.66M
525K $17.6M
SNPS
Synopsys Inc

Technology
6.87K
+ 27.29%
$428.58 - $551.54 $2.94M - $3.79M
32K $13.7M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
22K
New
$57.21 - $65.8 $1.26M - $1.45M
22K $1.28M
AAPL
Apple Inc.

Technology
54.7K
+ 14.2%
$209.68 - $247.1 $11.5M - $13.5M
440K $97.8M
ETN
Eaton Corp PLC

Industrials
15.5K
+ 28.9%
$271.83 - $371.23 $4.22M - $5.77M
69.3K $18.8M
CLOI
Vaneck ETF Tr

ETFs
16.9K
+ 6.55%
$52.68 - $53.16 $893K - $901K
276K $14.6M
IAU
Ishares Gold Trust

ETFs
375
+ 0.41%
$49.74 - $58.96 $18.7K - $22.1K
91.8K $5.42M
BRK-A
Berkshire Hathaway Inc

Financial Services
1
New
$663000.0 - $801950.0 $663K - $802K
1 $798K
SPMD
Spdr Portfolio

ETFs
15.6K
New
$50.21 - $57.73 $781K - $898K
15.6K $793K
BBSC
Jp Morgan Exc Trd Tr Betabuild
12.4K
New
$59.8 - $70.98 $741K - $880K
12.4K $751K
GPN
Global Payments Inc

Industrials
29K
+ 19.31%
$92.18 - $113.03 $2.68M - $3.28M
179K $17.6M
MORT
Vaneck ETF Tr Mtg Reit Income

ETFs
40.2K
+ 6.65%
$10.35 - $11.79 $416K - $474K
644K $7.1M
BAC
Bank Of America Corp

Financial Services
50.3K
+ 7.78%
$39.61 - $47.74 $1.99M - $2.4M
696K $29.1M
PSLV
Sprott Physical Silver Trust

Financial Services
8.36K
+ 2.89%
$9.86 - $11.68 $82.5K - $97.7K
298K $3.45M
PWR
Quanta Services, Inc.

Industrials
16.2K
+ 28.94%
$236.71 - $358.03 $3.82M - $5.78M
72K $18.3M
JPRE
J P Morgan Exchange Traded Fd

ETFs
10.1K
+ 7.21%
$45.34 - $49.96 $458K - $504K
150K $7.18M
SCHX
Schwab Strategic Tr Us Large C

ETFs
24.5K
New
$21.75 - $24.28 $532K - $594K
24.5K $537K
PLTR
Palantir Technologies Inc.

Technology
5.62K
New
$64.98 - $124.62 $365K - $701K
5.62K $474K
FPE
First Tr Pfd Secs & Income ETF

ETFs
27.1K
+ 7.22%
$17.53 - $17.87 $475K - $484K
403K $7.08M
LONZ
Pimco ETF Tr Sr Ln Active Exch

ETFs
9.5K
+ 7.12%
$50.21 - $51.23 $477K - $487K
143K $7.22M
KBWD
Invesco ETF Tr Ii Kbw High Div

ETFs
31.5K
+ 6.96%
$14.31 - $15.69 $450K - $494K
484K $6.97M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
8.39K
New
$40.03 - $46.81 $336K - $393K
8.39K $340K
BALT
Innovator Etfs Tr
11.2K
+ 2.05%
$31.31 - $31.89 $352K - $358K
559K $17.6M
GE
General Electric CO

Industrials
1.44K
New
$168.59 - $212.13 $242K - $305K
1.44K $287K
LLY
Eli Lilly & CO

Healthcare
298
+ 80.11%
$725.72 - $929.72 $216K - $277K
670 $553K
PM
Philip Morris International Inc.

Consumer Defensive
1.6K
New
$117.15 - $158.79 $187K - $254K
1.6K $253K
EVRG
Evergy, Inc.

Utilities
3.66K
New
$59.9 - $69.52 $219K - $255K
3.66K $252K
SRLN
Ssga Active Trust

ETFs
5.78K
New
$41.02 - $41.99 $237K - $242K
5.78K $237K
ALL
Allstate Corp

Financial Services
1.14K
New
$180.99 - $210.18 $207K - $240K
1.14K $236K
CTAS
Cintas Corp

Industrials
1.12K
New
$182.09 - $208.14 $203K - $232K
1.12K $229K
QCOM
Qualcomm Inc

Technology
1.49K
New
$151.94 - $175.86 $226K - $262K
1.49K $228K
AEP
American Electric Power CO Inc

Utilities
1.99K
New
$90.32 - $109.27 $180K - $218K
1.99K $217K
XLY
Select Sector Spdr Consumer Di

ETFs
1.05K
New
$192.6 - $233.2 $202K - $244K
1.05K $206K
CPK
Chesapeake Utilities Corp

Utilities
1.61K
New
$116.55 - $130.37 $187K - $209K
1.61K $205K
VEU
Vanguard Ftse All World Ex Us

ETFs
3.35K
New
$56.51 - $62.98 $189K - $211K
3.35K $204K
VZ
Verizon Communications Inc

Communication Services
4.42K
New
$37.81 - $46.49 $167K - $206K
4.42K $200K
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
2.96K
New
$67.03 - $74.61 $199K - $221K
2.96K $200K
ARKX
Ark ETF Tr Ark Space Expl & In

ETFs
10.2K
New
$17.8 - $21.48 $181K - $219K
10.2K $183K
PUK
Prudential PLC

Financial Services
121
+ 0.38%
$14.54 - $21.92 $1.76K - $2.65K
32K $688K
DFUS
Dimensional ETF Tr U S Equity

ETFs
3.14K
+ 79.78%
$59.61 - $66.71 $187K - $210K
7.08K $425K
DUK
Duke Energy Corp

Utilities
1K
+ 40.92%
$105.87 - $121.97 $106K - $122K
3.45K $421K
LHX
L3 Harris Technologies, Inc.

Industrials
912
+ 1.61%
$194.65 - $222.86 $178K - $203K
57.6K $12.1M
T
At&T Inc.

Communication Services
322
+ 1.42%
$21.56 - $28.28 $6.94K - $9.11K
22.9K $648K
DIS
Walt Disney CO

Communication Services
1.81K
+ 48.68%
$96.87 - $114.0 $175K - $206K
5.52K $545K
Activity Summary
Buys All Purchases 194 New Holdings 37 Increased Positions 157 Sells All Sells 109 Reductions 109 Sold out 0 Options Calls 0 Puts 0
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