Gradient Investments LLC Purchases in Q2 2025

Gradient Investments LLC

  • $4.41 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
PRU
Prudential Financial Inc

Financial Services
17.5K
New
$95.12 - $112.71 $1.66M - $1.97M
17.5K $1.88M
MHO
M/I Homes, Inc.

Consumer Cyclical
16.5K
New
$103.9 - $115.72 $1.72M - $1.91M
16.5K $1.86M
OXY
Occidental Petroleum Corp

Energy
43.8K
New
$36.11 - $49.33 $1.58M - $2.16M
43.8K $1.84M
NOCT
Innovator Growth 100 Power Buf

ETFs
31.4K
New
$46.13 - $54.5 $1.45M - $1.71M
31.4K $1.71M
BKR
Baker Hughes CO

Energy
96.1K
+ 26.47%
$35.0 - $44.92 $3.36M - $4.32M
459K $17.6M
HII
Huntington Ingalls Industries, Inc.

Industrials
6.65K
New
$183.31 - $241.46 $1.22M - $1.6M
6.65K $1.6M
SMB
Vaneck Short Muni ETF

ETFs
90.6K
New
$16.86 - $17.26 $1.53M - $1.56M
90.6K $1.56M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
28.3K
+ 2.69%
$49.79 - $50.75 $1.41M - $1.44M
1.08M $54.9M
ON
On Semiconductor Corp

Technology
27.7K
New
$31.95 - $54.21 $887K - $1.5M
27.7K $1.45M
ASML
Asml Holding Nv

Technology
1.67K
+ 246.02%
$595.37 - $815.24 $993K - $1.36M
2.35K $1.88M
BJAN
Innovator U.S. Equity Buffer E

ETFs
27.9K
New
$42.58 - $50.22 $1.19M - $1.4M
27.9K $1.4M
DG
Dollar General Corp

Consumer Defensive
12K
New
$86.02 - $114.95 $1.03M - $1.38M
12K $1.37M
SYY
Sysco Corp

Consumer Defensive
15.9K
+ 9.18%
$68.0 - $75.91 $1.08M - $1.21M
189K $14.3M
EXP
Eagle Materials Inc

Basic Materials
6.02K
New
$193.68 - $241.95 $1.17M - $1.46M
6.02K $1.22M
BALL
Ball Corp

Consumer Cyclical
1.56K
+ 0.69%
$44.94 - $56.99 $70.1K - $88.9K
229K $12.8M
BBMC
Jp Morgan Exc Trd Fd Tr Betabu

ETFs
11.5K
New
$79.01 - $97.45 $910K - $1.12M
11.5K $1.12M
SPMD
Spdr Portfolio

ETFs
19.5K
+ 125.21%
$44.89 - $54.38 $874K - $1.06M
35K $1.9M
BX
Blackstone Inc.

Financial Services
2.31K
+ 3.02%
$120.07 - $151.11 $277K - $349K
78.9K $11.8M
SIVR
Abrdn Silver ETF Trust

ETFs
18K
+ 7.37%
$28.36 - $35.37 $509K - $635K
262K $9M
FIVE
Five Below, Inc

Consumer Cyclical
1.49K
+ 9.86%
$55.75 - $131.18 $83.2K - $196K
16.6K $2.18M
BLDR
Builders First Source, Inc.

Industrials
8.16K
New
$105.63 - $131.12 $862K - $1.07M
8.16K $952K
BOCT
Innovator U.S. Equity Buffer E

ETFs
20.9K
New
$38.5 - $45.45 $803K - $948K
20.9K $948K
NEE
Nextera Energy Inc

Utilities
22K
+ 5.45%
$64.11 - $75.0 $1.41M - $1.65M
425K $29.5M
NVO
Novo Nordisk A S

Healthcare
12.9K
New
$58.08 - $81.05 $749K - $1.04M
12.9K $889K
PALL
Abrdn Palladium ETF Trust

ETFs
3.72K
+ 9.94%
$82.97 - $103.91 $309K - $386K
41.1K $4.14M
IWY
Ishares Tr Russell 200 Growth

ETFs
3.25K
New
$187.5 - $246.51 $609K - $801K
3.25K $800K
EXR
Extra Space Storage Inc.

Real Estate
6.93K
+ 3.1%
$126.61 - $152.99 $877K - $1.06M
230K $33.9M
TOLZ
Dj Brookfield Global

ETFs
7.13K
+ 2.64%
$48.57 - $54.85 $346K - $391K
277K $14.9M
PJUL
Innovator U.S. Equity Power Bu

ETFs
15.4K
+ 111.72%
$37.66 - $43.85 $581K - $676K
29.2K $1.28M
TSLA
Tesla, Inc.

Consumer Cyclical
516
+ 6.17%
$221.86 - $362.89 $114K - $187K
8.88K $2.82M
XBJA
Innovator Etfs Tr Us Equity Ac

ETFs
20.1K
New
$25.77 - $30.14 $517K - $605K
20.1K $605K
SUB
Ishares Short Term National Mu

ETFs
5.12K
New
$104.77 - $106.34 $536K - $544K
5.12K $544K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
7.24K
+ 33.45%
$45.98 - $56.15 $333K - $407K
28.9K $1.62M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
678
+ 30.58%
$456.74 - $568.03 $310K - $385K
2.9K $1.64M
VTI
Vanguard Total Stock Market Et

ETFs
734
+ 7.95%
$243.75 - $303.93 $179K - $223K
9.97K $3.03M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
5.16K
+ 23.44%
$51.16 - $62.02 $264K - $320K
27.2K $1.68M
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
2.56K
+ 0.22%
$28.21 - $28.85 $72.2K - $73.9K
1.15M $33.2M
CRM
Salesforce, Inc.

Technology
541
+ 1.22%
$236.26 - $291.15 $128K - $158K
44.8K $12.2M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
790
+ 32.15%
$141.37 - $228.57 $112K - $181K
3.25K $735K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
872
+ 0.14%
$51.68 - $52.76 $45.1K - $46K
631K $33.3M
RYAAY
Ryanair Holdings PLC

Industrials
2.08K
+ 17.66%
$39.21 - $57.84 $81.6K - $120K
13.9K $799K
WFRD
Weatherford International PLC

Energy
6.78K
+ 42.14%
$39.17 - $54.26 $265K - $368K
22.9K $1.15M
KBWD
Invesco ETF Tr Ii Kbw High Div

ETFs
40.2K
+ 8.31%
$12.37 - $14.5 $497K - $583K
524K $7.27M
CSX
Csx Corp

Industrials
8.28K
New
$26.69 - $32.91 $221K - $272K
8.28K $270K
CM
Canadian Imperial Bank Of Commerce

Financial Services
2.08K
+ 25.09%
$54.6 - $70.83 $113K - $147K
10.4K $733K
IBM
International Business Machines Corp

Technology
572
+ 29.79%
$221.03 - $294.78 $126K - $169K
2.49K $734K
KO
Coca Cola CO

Consumer Defensive
9.87K
+ 1.9%
$68.37 - $73.9 $675K - $730K
530K $37.5M
PPLT
Abrdn Platinum ETF Trust

ETFs
2.71K
+ 6.48%
N/A
44.5K $4M
VUG
Vanguard Growth ETF

ETFs
406
+ 43.38%
$329.49 - $438.4 $134K - $178K
1.34K $588K
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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