Gradient Investments LLC Purchases in Q2 2025

Gradient Investments LLC

  • $4.41 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
J P Morgan Exchange Traded F
3.83K
+ 0.49%
N/A
786K $0
SPYI
Shp ETF Tr Neos S&P 500 High I
26.7K
+ 1.63%
N/A
1.67M $0
Neos ETF Trust
18.6K
+ 12.99%
N/A
161K $0
Lam Research Corp
10.4K
+ 4.46%
N/A
244K $0
Global X Fds
8.29K
+ 2.9%
N/A
294K $0
QTUM
ETF Ser Solutions Defiance Qua
18K
+ 16.51%
N/A
127K $0
Amplify ETF Tr
37K
+ 13.22%
N/A
317K $0
Doubleline ETF Trust
104K
+ 5.86%
N/A
1.88M $0
Ea Series Trust
15.3K
+ 90.83%
N/A
32.2K $0
Innovator Etfs Trust
13.2K
New
N/A
13.2K $0
Innovator Etfs Trust
20.4K
New
N/A
20.4K $0
Innovator Etfs Trust
728K
New
N/A
728K $0
SFLR
Innovator Etfs Tr Equity Manag
18.1K
New
N/A
18.1K $0
Innovator Etfs Trust
51.8K
New
N/A
51.8K $0
XTEN
Bondbloxx ETF Tr Bloomberg 10
25.7K
+ 6.29%
N/A
434K $0
SCHD
Schwab Strategic Tr Us Dividen

ETFs
1.79K
+ 3.88%
$24.32 - $27.87 $43.4K - $49.8K
47.8K $1.27M
ARCC
Ares Capital Corp

Financial Services
14
+ 0.09%
$18.91 - $22.43 $265 - $314
15.6K $342K
MRK
Merck & Co., Inc.

Healthcare
403
+ 9.52%
$73.47 - $87.12 $29.6K - $35.1K
4.63K $366K
PGR
Progressive Corp

Financial Services
13
+ 0.43%
$255.27 - $288.74 $3.32K - $3.75K
3.01K $803K
HAL
Halliburton CO

Energy
71
+ 0.48%
$19.26 - $25.7 $1.37K - $1.82K
14.9K $304K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
33.9K
+ 1445.82%
$87.84 - $1441.89 $2.98M - $48.9M
36.2K $3.27M
AVY
Avery Dennison Corp

Industrials
237
+ 0.34%
$159.58 - $183.97 $37.8K - $43.6K
69.5K $12.2M
SBUX
Starbucks Corp

Consumer Cyclical
21.2K
+ 6.14%
$79.69 - $99.41 $1.69M - $2.11M
367K $33.6M
SAIA
Saia Inc

Industrials
663
+ 16.15%
$236.65 - $374.8 $157K - $248K
4.77K $1.31M
LULU
Lululemon Athletica Inc.

Consumer Cyclical
165
+ 3.24%
$225.56 - $335.19 $37.2K - $55.3K
5.26K $1.25M
ACN
Accenture PLC

Technology
13
+ 0.03%
$279.23 - $323.21 $3.63K - $4.2K
39.6K $11.8M
XOM
Exxon Mobil Corp

Energy
5.24K
+ 3.87%
$99.93 - $119.04 $524K - $624K
141K $15.1M
MDT
Medtronic PLC

Healthcare
2.58K
+ 0.57%
$80.68 - $88.86 $208K - $229K
452K $39.4M
ABBV
Abb Vie Inc.

Healthcare
4.37K
+ 5.5%
$170.16 - $206.27 $743K - $901K
83.8K $15.6M
STZ
Constellation Brands, Inc.

Consumer Defensive
869
+ 1.44%
$160.0 - $195.62 $139K - $170K
61.2K $9.96M
MLPA
Global X Mlp ETF

ETFs
4.75K
+ 1.1%
$46.47 - $54.16 $221K - $257K
435K $21.8M
AMGN
Amgen Inc

Healthcare
285
+ 0.61%
$262.28 - $309.85 $74.7K - $88.3K
47.2K $13.2M
PEP
Pepsico Inc

Consumer Defensive
646
+ 0.72%
$128.02 - $151.37 $82.7K - $97.8K
90.5K $11.9M
MCD
Mcdonalds Corp

Consumer Cyclical
1.58K
+ 1.32%
$285.55 - $321.23 $452K - $509K
121K $35.4M
WEN
Wendy'S CO

Consumer Cyclical
48.7K
+ 6.19%
$11.11 - $14.72 $541K - $717K
837K $9.55M
AAPL
Apple Inc.

Technology
24.9K
+ 5.66%
$172.42 - $223.89 $4.3M - $5.58M
465K $95.5M
JNJ
Johnson & Johnson

Healthcare
1.92K
+ 0.87%
$146.36 - $159.82 $281K - $307K
222K $33.9M
CVX
Chevron Corp

Energy
28.5K
+ 9.86%
$133.73 - $168.51 $3.81M - $4.8M
317K $45.4M
UNH
Unitedhealth Group Inc

Healthcare
12.2K
+ 11.01%
$274.35 - $599.47 $3.35M - $7.32M
123K $38.4M
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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