Gradient Investments LLC Purchases in Q1 2025

Gradient Investments LLC

  • $3.96 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
PGR
Progressive Corp

Financial Services
6
+ 0.2%
$235.61 - $291.22 $1.41K - $1.75K
3K $848K
SHEL
Shell PLC

Energy
245
+ 2.62%
$62.84 - $73.29 $15.4K - $18K
9.61K $698K
WEC
Wec Energy Group, Inc.

Utilities
120
+ 1.99%
$92.12 - $108.98 $11.1K - $13.1K
6.14K $669K
XBOC
Innovator Etfs Tr Us Equity Ac

ETFs
23.1K
+ 2.17%
$29.36 - $31.01 $677K - $715K
1.09M $32.2M
AFL
Aflac Inc

Financial Services
255
+ 2.94%
$100.99 - $111.19 $25.8K - $28.4K
8.92K $991K
JD
Jd.Com, Inc.

Consumer Cyclical
49
+ 0.35%
$33.1 - $45.21 $1.62K - $2.22K
14.1K $578K
KOF
Coca Cola Femsa Sab De Cv

Consumer Defensive
81
+ 1.28%
$74.5 - $92.3 $6.03K - $7.48K
6.43K $586K
HSBC
Hsbc Holdings PLC

Financial Services
137
+ 1.34%
$48.68 - $61.58 $6.67K - $8.44K
10.3K $593K
NVS
Novartis Ag

Healthcare
91
+ 1.72%
$97.14 - $115.57 $8.84K - $10.5K
5.38K $599K
SNY
Sanofi

Healthcare
200
+ 2.09%
$48.15 - $59.42 $9.63K - $11.9K
9.76K $541K
GLD
Spdr Gold Trust

ETFs
87
+ 8.82%
$243.19 - $288.14 $21.2K - $25.1K
1.07K $309K
USB
Us Bancorp \De\

Financial Services
2.3K
+ 48.31%
$40.92 - $50.9 $94K - $117K
7.05K $297K
AZN
Astrazeneca PLC

Healthcare
147
+ 2.02%
$65.37 - $77.96 $9.61K - $11.5K
7.42K $545K
IBM
International Business Machines Corp

Technology
29
+ 1.53%
$217.4 - $264.74 $6.3K - $7.68K
1.92K $477K
RELX
Relx PLC

Communication Services
191
+ 1.82%
$45.34 - $51.91 $8.66K - $9.91K
10.7K $537K
NGG
National Grid PLC

Utilities
163
+ 2.04%
$56.13 - $65.61 $9.15K - $10.7K
8.16K $535K
TFI
Spdr Nuveen Bloomberg Municipa

ETFs
1.38K
+ 7.39%
$44.81 - $46.22 $61.9K - $63.8K
20.1K $902K
VUG
Vanguard Growth ETF

ETFs
201
+ 27.35%
$369.1 - $427.61 $74.2K - $85.9K
936 $346K
MCK
Mckesson Corp

Healthcare
1
+ 0.24%
$566.21 - $672.99 $566 - $673
411 $276K
SMFG
Sumitomo Mitsui Financial Group, Inc.

Financial Services
341
+ 0.99%
$14.13 - $16.72 $4.82K - $5.7K
34.8K $538K
CL
Colgate Palmolive CO

Consumer Defensive
299
+ 9.74%
$85.68 - $97.5 $25.6K - $29.2K
3.37K $315K
SO
Southern CO

Utilities
20
+ 0.74%
$80.96 - $92.96 $1.62K - $1.86K
2.73K $250K
AMCR
Amcor PLC

Consumer Cyclical
1.11K
+ 2.22%
$9.33 - $10.39 $10.4K - $11.6K
51.2K $496K
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
402
+ 7.26%
$51.26 - $52.53 $20.6K - $21.1K
5.94K $305K
UBS
Ubs Group Ag

Financial Services
433
+ 2.91%
$30.28 - $35.78 $13.1K - $15.5K
15.3K $469K
ITM
Vaneck Intermediate Muni ETF

ETFs
392
+ 4.6%
$45.21 - $46.67 $17.7K - $18.3K
8.91K $404K
CSCO
Cisco Systems, Inc.

Technology
18
+ 0.49%
$58.74 - $64.87 $1.06K - $1.17K
3.7K $228K
TTE
Total Energies Se

Energy
134
+ 1.52%
N/A
8.97K $615K
PFF
Ishares Trust Ishares Pfd And

ETFs
200
+ 2.11%
$30.73 - $32.26 $6.15K - $6.45K
9.7K $299K
Bondbloxx ETF Trust
126K
+ 25.9%
N/A
613K $0
XTEN
Bondbloxx ETF Tr Bloomberg 10
56.8K
+ 16.16%
N/A
408K $0
SMOT
Vaneck ETF Tr Morningstar Smid
92.4K
+ 8.26%
N/A
1.21M $0
XFIV
Bondbloxx ETF Tr 5 Yr Target D
105K
+ 11.73%
N/A
1M $0
Series Portfolios Tr
30.4K
+ 6.65%
N/A
487K $0
Vaneck Bitcoin ETF
248K
+ 444.3%
N/A
304K $0
XSVN
Bondbloxx ETF Tr 7 Yr Target D
208K
+ 40.76%
N/A
717K $0
Bondbloxx ETF Trust
519K
New
N/A
519K $0
Te Connectivity PLC
54
+ 1.57%
N/A
3.49K $0
Amplify ETF Tr
22.1K
+ 8.56%
N/A
280K $0
Tidal Tr Ii
79.3K
+ 55.2%
N/A
223K $0
Doubleline ETF Trust
922K
New
N/A
922K $0
Linde PLC
69
+ 6.1%
N/A
1.2K $0
Aim ETF Products Trust
30.4K
+ 2.13%
N/A
1.46M $0
CRH.L
Crh PLC

Basic Materials
143
+ 2.84%
N/A
5.18K $0
VERU
Veru Inc.

Healthcare
4.67K
+ 24.4%
$0.45 - $1.28 $2.1K - $5.98K
23.8K $12K
Neos ETF Trust
12.3K
+ 9.41%
N/A
143K $0
Cohen & Steers ETF Trust
576K
New
N/A
576K $0
Lam Research Corp
16.5K
+ 7.57%
N/A
234K $0
QTUM
ETF Ser Solutions Defiance Qua
109K
New
N/A
109K $0
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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