Gradient Investments LLC Purchases in Q1 2025

Gradient Investments LLC

  • $3.96 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
Global X Fds
12K
New
N/A
12K $0
Choiceone Finl Svcs Inc
9.32K
New
N/A
9.32K $0
Global X Fds
20.1K
+ 7.59%
N/A
286K $0
EOCT
Innovator Etfs Tr Emerging Mar
7.66K
+ 1.86%
N/A
419K $0
Innovator Etfs Trust
5.6K
+ 1.1%
N/A
513K $0
Ishares Bitcoin Trust ETF
689
+ 2.48%
N/A
28.5K $0
ASML
Asml Holding Nv

Technology
26
+ 3.99%
$662.63 - $776.99 $17.2K - $20.2K
678 $449K
RYAAY
Ryanair Holdings PLC

Industrials
176
+ 1.52%
$41.54 - $50.08 $7.31K - $8.81K
11.8K $499K
CNI
Canadian National Railway CO

Industrials
112
+ 2.11%
$95.46 - $106.79 $10.7K - $12K
5.41K $527K
RY
Royal Bank Of Canada

Financial Services
136
+ 3.77%
$108.81 - $123.4 $14.8K - $16.8K
3.75K $422K
MRK
Merck & Co., Inc.

Healthcare
100
+ 2.42%
$83.01 - $101.02 $8.3K - $10.1K
4.23K $379K
TM
Toyota Motor Corp

Consumer Cyclical
85
+ 3.19%
$176.53 - $195.35 $15K - $16.6K
2.75K $485K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
45
+ 2.07%
$507.05 - $563.67 $22.8K - $25.4K
2.22K $1.13M
PFE
Pfizer Inc

Healthcare
50.7K
+ 4.56%
$25.01 - $27.13 $1.27M - $1.37M
1.16M $29.4M
SPHB
Invesco ETF Tr Ii S&P 500 High

ETFs
35
+ 0.9%
$78.55 - $95.21 $2.75K - $3.33K
3.93K $308K
CM
Canadian Imperial Bank Of Commerce

Financial Services
191
+ 2.36%
$55.05 - $64.52 $10.5K - $12.3K
8.28K $466K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
125
+ 5.36%
$165.25 - $224.62 $20.7K - $28.1K
2.46K $407K
QQQ
Invesco Qqq Trust, Series 1

ETFs
11
+ 0.51%
$468.34 - $539.52 $5.15K - $5.93K
2.19K $1.03M
VTI
Vanguard Total Stock Market Et

ETFs
6
+ 0.06%
$271.18 - $303.12 $1.63K - $1.82K
9.24K $2.53M
SRE
Sempra Energy

Utilities
21
+ 0.21%
$67.85 - $87.67 $1.42K - $1.84K
9.79K $698K
KJUL
Innovator U.S. Small Cap Power

Technology
11.7K
+ 3.28%
$27.83 - $30.18 $326K - $353K
368K $10.3M
GOOGL
Alphabet Inc.

Communication Services
50
+ 0.67%
$154.33 - $206.19 $7.72K - $10.3K
7.48K $1.15M
WFRD
Weatherford International PLC

Energy
228
+ 1.44%
$51.89 - $74.8 $11.8K - $17.1K
16.1K $853K
LMT
Lockheed Martin Corp

Industrials
356
+ 3.09%
$423.19 - $506.29 $151K - $180K
11.9K $5.3M
BALL
Ball Corp

Consumer Cyclical
5.83K
+ 2.64%
$49.04 - $56.53 $286K - $329K
227K $11.7M
AVY
Avery Dennison Corp

Industrials
948
+ 1.39%
$174.58 - $195.91 $166K - $186K
69.3K $12.3M
BLOK
Amplify ETF Tr Trnsformational

ETFs
26.7K
+ 9.91%
$37.03 - $49.3 $987K - $1.31M
296K $11.1M
DXCM
Dexcom Inc

Healthcare
26.8K
+ 10.52%
$67.74 - $90.75 $1.81M - $2.43M
281K $19.2M
NVDA
Nvidia Corp

Technology
150K
+ 22.95%
$106.98 - $149.43 $16M - $22.4M
802K $87M
NOW
Service Now, Inc.

Technology
5.78K
+ 28.75%
$783.83 - $1170.39 $4.53M - $6.76M
25.9K $20.6M
HD
Home Depot, Inc.

Consumer Cyclical
283
+ 0.72%
$347.25 - $424.87 $98.3K - $120K
39.7K $14.6M
CRPT
First Tr ETF Fd Viii Skybridge
222K
+ 25.06%
$12.28 - $20.06 $2.72M - $4.45M
1.11M $14M
WEN
Wendy'S CO

Consumer Cyclical
15.3K
+ 1.98%
$14.17 - $16.17 $217K - $248K
788K $11.5M
STZ
Constellation Brands, Inc.

Consumer Defensive
4.39K
+ 7.84%
$161.05 - $222.93 $707K - $978K
60.4K $11.1M
ACN
Accenture PLC

Technology
485
+ 1.24%
$300.91 - $398.25 $146K - $193K
39.6K $12.4M
TGT
Target Corp

Consumer Defensive
50.6K
+ 22.89%
$103.65 - $142.5 $5.24M - $7.21M
272K $28.4M
ORCL
Oracle Corp

Technology
2.57K
+ 3.46%
$139.81 - $186.47 $360K - $480K
76.8K $10.7M
BX
Blackstone Inc.

Financial Services
3.44K
+ 4.7%
$136.53 - $186.74 $470K - $642K
76.6K $10.7M
PYPL
Pay Pal Holdings, Inc.

Financial Services
58.6K
+ 20.29%
$65.15 - $91.81 $3.82M - $5.38M
348K $22.7M
CRM
Salesforce, Inc.

Technology
1.47K
+ 3.42%
$268.36 - $359.95 $393K - $528K
44.3K $11.9M
AMZN
Amazon Com Inc

Consumer Cyclical
59.4K
+ 12.28%
$190.26 - $242.06 $11.3M - $14.4M
543K $103M
GOOG
Alphabet Inc.

Communication Services
41.1K
+ 9.38%
$156.06 - $207.71 $6.42M - $8.54M
479K $74.9M
AVGO
Broadcom Inc.

Technology
7.88K
+ 4.67%
$167.43 - $244.7 $1.32M - $1.93M
177K $29.6M
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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