Gradient Investments LLC Purchases in Q2 2025

Gradient Investments LLC

  • $4.41 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
LMT
Lockheed Martin Corp

Industrials
95
+ 0.8%
$430.82 - $486.45 $40.9K - $46.2K
12K $5.54M
LNT
Alliant Energy Corp

Utilities
3.89K
New
$58.79 - $64.85 $229K - $252K
3.89K $235K
O
Realty Income Corp

Real Estate
3.98K
New
$52.27 - $58.52 $208K - $233K
3.98K $229K
JBL
Jabil Inc

Technology
1.03K
New
$116.88 - $218.1 $120K - $224K
1.03K $223K
PUK
Prudential PLC

Financial Services
4.32K
+ 13.49%
$18.03 - $25.49 $78K - $110K
36.4K $909K
IDV
Ishares Tr

ETFs
6.39K
New
$27.79 - $34.84 $178K - $223K
6.39K $220K
PSLV
Sprott Physical Silver Trust

Financial Services
1.57K
+ 0.53%
$9.98 - $12.51 $15.7K - $19.7K
300K $3.67M
HYD
Vaneck High Yield Muni ETF

ETFs
4.31K
New
$49.08 - $51.35 $211K - $221K
4.31K $216K
SMMU
Pimco ETF Tr Sht Term Mun Bd A

ETFs
4.27K
New
$49.18 - $50.16 $210K - $214K
4.27K $214K
IVW
Ishares S&P 500 Growth ETF

ETFs
1.94K
New
$82.96 - $110.1 $161K - $213K
1.94K $213K
DAL
Delta Air Lines, Inc.

Industrials
4.2K
New
$35.88 - $52.99 $151K - $223K
4.2K $206K
RY
Royal Bank Of Canada

Financial Services
1.03K
+ 27.35%
$108.36 - $131.55 $111K - $135K
4.77K $627K
SCHV
Schwab Strategic Tr Us Large C

ETFs
7.28K
New
$23.55 - $27.67 $171K - $201K
7.28K $201K
GOOGL
Alphabet Inc.

Communication Services
191
+ 2.55%
$144.7 - $178.6 $27.6K - $34.1K
7.67K $1.35M
AMCR
Amcor PLC

Consumer Cyclical
23.6K
+ 46.12%
$8.57 - $9.81 $202K - $232K
74.8K $687K
FPE
First Tr Pfd Secs & Income ETF

ETFs
6.09K
+ 1.51%
$16.93 - $17.81 $103K - $108K
409K $7.27M
GLD
Spdr Gold Trust

ETFs
549
+ 51.16%
$273.71 - $316.29 $150K - $174K
1.62K $494K
UBS
Ubs Group Ag

Financial Services
3.91K
+ 25.53%
$26.12 - $33.82 $102K - $132K
19.2K $650K
NVS
Novartis Ag

Healthcare
1.04K
+ 19.4%
$101.96 - $121.01 $106K - $126K
6.42K $776K
SCHG
Schwab Strategic Tr Us Large C

ETFs
4.68K
+ 56.72%
$22.27 - $29.21 $104K - $137K
12.9K $377K
JPRE
J P Morgan Exchange Traded Fd

ETFs
4.12K
+ 2.74%
$42.75 - $48.79 $176K - $201K
154K $7.35M
IBTG
Ishares Tr Ibonds Dec 2026 Ter

ETFs
7.27K
+ 3.76%
$22.81 - $22.97 $166K - $167K
201K $4.6M
RELX
Relx PLC

Communication Services
2.27K
+ 21.31%
$45.31 - $55.66 $103K - $126K
12.9K $702K
DIS
Walt Disney CO

Communication Services
203
+ 3.68%
$81.72 - $124.01 $16.6K - $25.2K
5.73K $709K
CNI
Canadian National Railway CO

Industrials
1.2K
+ 22.24%
$92.66 - $108.13 $111K - $130K
6.61K $687K
LUV
Southwest Airlines CO

Industrials
23.4K
+ 4.45%
$24.04 - $34.36 $562K - $803K
548K $17.8M
ROK
Rockwell Automation, Inc

Industrials
200
+ 16.26%
$218.97 - $332.17 $43.8K - $66.4K
1.43K $475K
HSBC
Hsbc Holdings PLC

Financial Services
2K
+ 19.35%
$46.68 - $61.09 $93.3K - $122K
12.3K $749K
CCEP
Coca Cola Europacific Partners PLC

Consumer Defensive
1.24K
+ 17.89%
$81.84 - $93.53 $101K - $116K
8.15K $755K
SNAP
Snap Inc

Communication Services
17.7K
+ 13.14%
$7.23 - $9.21 $128K - $163K
152K $1.32M
KOF
Coca Cola Femsa Sab De Cv

Consumer Defensive
1.2K
+ 18.67%
$89.4 - $99.04 $107K - $119K
7.63K $737K
TTE
Total Energies Se

Energy
2.06K
+ 23.0%
N/A
11K $757K
CLOI
Vaneck ETF Tr

ETFs
2.13K
+ 0.77%
$51.16 - $53.02 $109K - $113K
278K $14.7M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
6.03K
+ 8.47%
$483.48 - $539.8 $2.92M - $3.26M
77.2K $37.5M
DUK
Duke Energy Corp

Utilities
1.26K
+ 36.39%
$112.46 - $124.05 $141K - $156K
4.71K $555K
LONZ
Pimco ETF Tr Sr Ln Active Exch

ETFs
1.25K
+ 0.88%
$48.48 - $50.94 $60.7K - $63.8K
144K $7.35M
WFC
Wells Fargo & Company

Financial Services
88
+ 0.64%
$60.98 - $80.12 $5.37K - $7.05K
13.9K $1.12M
F
Ford Motor CO

Consumer Cyclical
11.2K
New
$8.69 - $10.85 $97.7K - $122K
11.2K $121K
SMFG
Sumitomo Mitsui Financial Group, Inc.

Financial Services
8.51K
+ 24.44%
$12.23 - $15.46 $104K - $132K
43.3K $654K
AEP
American Electric Power CO Inc

Utilities
1.22K
+ 61.16%
$98.59 - $109.11 $120K - $133K
3.21K $333K
SHEL
Shell PLC

Energy
1.83K
+ 19.07%
$59.75 - $73.05 $110K - $134K
11.4K $805K
TM
Toyota Motor Corp

Consumer Cyclical
692
+ 25.18%
$158.63 - $195.39 $110K - $135K
3.44K $592K
VZ
Verizon Communications Inc

Communication Services
2.48K
+ 56.13%
$41.67 - $45.62 $103K - $113K
6.9K $298K
IBTF
Ishares Tr Ibonds Dec 2025 Ter

ETFs
4.16K
+ 2.11%
$23.29 - $23.38 $97K - $97.3K
202K $4.72M
AZN
Astrazeneca PLC

Healthcare
1.72K
+ 23.24%
$64.87 - $75.0 $112K - $129K
9.14K $638K
TFI
Spdr Nuveen Bloomberg Municipa

ETFs
2.04K
+ 10.15%
$43.63 - $45.4 $89K - $92.6K
22.1K $988K
EVRG
Evergy, Inc.

Utilities
1.24K
+ 33.73%
$64.06 - $69.64 $79.1K - $86K
4.9K $337K
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
3.69K
+ 2.14%
$20.66 - $20.74 $76.3K - $76.6K
176K $3.64M
MORT
Vaneck ETF Tr Mtg Reit Income

ETFs
39.2K
+ 6.08%
$9.19 - $10.76 $360K - $422K
684K $7.17M
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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