Gradient Investments LLC Purchases in Q2 2025

Gradient Investments LLC

  • $4.41 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
USB
Us Bancorp \De\

Financial Services
998
+ 14.16%
$36.4 - $45.76 $36.3K - $45.7K
8.05K $364K
SU
Suncor Energy Inc

Energy
2.75K
+ 8.83%
$31.54 - $41.04 $86.7K - $113K
33.9K $1.27M
SNY
Sanofi

Healthcare
2.59K
+ 26.54%
$47.62 - $55.44 $123K - $144K
12.4K $596K
XLF
Financial Sector Spdr

ETFs
608
+ 9.64%
$43.92 - $52.37 $26.7K - $31.8K
6.91K $362K
XLY
Select Sector Spdr Consumer Di

ETFs
123
+ 11.75%
$176.34 - $218.59 $21.7K - $26.9K
1.17K $254K
SRE
Sempra Energy

Utilities
4
+ 0.04%
$63.78 - $78.91 $255 - $316
9.79K $742K
ITM
Vaneck Intermediate Muni ETF

ETFs
889
+ 9.97%
$44.27 - $45.82 $39.4K - $40.7K
9.8K $445K
CSCO
Cisco Systems, Inc.

Technology
96
+ 2.59%
$53.19 - $69.38 $5.11K - $6.66K
3.8K $263K
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
591
+ 9.95%
$50.34 - $51.86 $29.8K - $30.6K
6.53K $335K
ITOT
Ishares Core S&P Total U.S. St

ETFs
41
+ 2.46%
$108.12 - $135.04 $4.43K - $5.54K
1.71K $230K
BSJQ
Invesco Etsf Fd Tr Bulletshare

ETFs
929
+ 2.88%
$22.66 - $23.41 $21.1K - $21.7K
33.1K $773K
VEU
Vanguard Ftse All World Ex Us

ETFs
1
+ 0.03%
$54.19 - $67.22 $54.2 - $67.2
3.35K $225K
JD
Jd.Com, Inc.

Consumer Cyclical
4.1K
+ 29.13%
$31.44 - $41.32 $129K - $169K
18.2K $592K
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
220
+ 7.78%
$68.13 - $74.77 $15K - $16.4K
3.05K $221K
QCOM
Qualcomm Inc

Technology
13
+ 0.87%
$124.66 - $159.48 $1.62K - $2.07K
1.5K $238K
BSJP
Invesco Et Sf Idxd Fd Tr Bulle

ETFs
348
+ 1.16%
$22.87 - $23.14 $7.96K - $8.05K
30.4K $702K
SPIB
Spdr Portfolio Intermediate Te

ETFs
47
+ 0.28%
$32.62 - $33.58 $1.53K - $1.58K
16.6K $558K
IBTH
Ishares Tr Ibonds Dec 2027 Ter

ETFs
58
+ 0.11%
$22.3 - $22.57 $1.29K - $1.31K
52.5K $1.18M
BSJR
Invesco Indx Tr

ETFs
71
+ 0.77%
$21.81 - $22.71 $1.55K - $1.61K
9.34K $212K
SO
Southern CO

Utilities
60
+ 2.2%
$84.91 - $92.56 $5.09K - $5.55K
2.79K $255K
SRLN
Ssga Active Trust

ETFs
5
+ 0.09%
$39.47 - $41.59 $197 - $208
5.78K $240K
SMOT
Vaneck ETF Tr Morningstar Smid
24.4K
+ 2.01%
N/A
1.24M $0
Vaneck Bitcoin ETF
43.9K
+ 14.44%
N/A
348K $0
Ssga Active Tr
5.11K
+ 3.63%
N/A
146K $0
AZAJ
Aim ETF Prods Tr Allianzim Us

ETFs
61.5K
New
N/A
61.5K $0
AZAO
Aim ETF Prods Trallianzim U S

ETFs
38.4K
New
N/A
38.4K $0
Te Connectivity PLC
753
+ 21.56%
N/A
4.25K $0
AZAL
Aim ETF Prods Tr Allianzim Us

Technology
606K
New
N/A
606K $0
AZBL
Aim ETF Prods Tr Allianzim Us

Technology
25.6K
New
N/A
25.6K $0
AZBJ
Aim ETF Prods Tr Allianzim Us

ETFs
52.4K
New
N/A
52.4K $0
Tidal Tr Ii
36.2K
+ 16.24%
N/A
259K $0
AZBA
Aim ETF Prods Tr Allianzim U S

ETFs
28.2K
New
N/A
28.2K $0
AZAA
Aim ETF Prods Tr Allianzim U S

ETFs
28.6K
New
N/A
28.6K $0
Innovator Etfs Trust
656K
New
N/A
656K $0
Ssga Active Tr
89
+ 0.23%
N/A
38.8K $0
Aim ETF Products Trust
1.32M
New
N/A
1.32M $0
Series Portfolios Tr
7.34K
+ 1.51%
N/A
495K $0
Pimco ETF Tr
2.81K
+ 0.28%
N/A
1M $0
Doubleline ETF Trust
34.4K
+ 3.72%
N/A
957K $0
CRH.L
Crh PLC

Basic Materials
1.38K
+ 26.72%
N/A
6.56K $0
Cohen & Steers ETF Trust
14.7K
+ 2.56%
N/A
591K $0
Ishares Bitcoin Trust ETF
1.02K
+ 3.59%
N/A
29.5K $0
Bondbloxx ETF Trust
8.05K
New
N/A
8.05K $0
XSVN
Bondbloxx ETF Tr 7 Yr Target D
41K
+ 5.73%
N/A
758K $0
Bondbloxx ETF Trust
33.4K
+ 6.43%
N/A
552K $0
Linde PLC
264
+ 22.0%
N/A
1.46K $0
Bondbloxx ETF Trust
42.2K
+ 5.69%
N/A
784K $0
XFIV
Bondbloxx ETF Tr 5 Yr Target D
58.1K
+ 5.78%
N/A
1.06M $0
Bondbloxx ETF Trust
34.9K
+ 5.69%
N/A
648K $0
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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