Gradient Investments LLC Incresed Positions in Q2 2025

Gradient Investments LLC

  • $4.41 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
108K
+ 3.12%
$58.41 - $72.69 $6.28M - $7.82M
3.55M $258M
AVGO
Broadcom Inc.

Technology
38.4K
+ 21.73%
$146.29 - $275.65 $5.62M - $10.6M
215K $59.3M
META
Meta Platforms, Inc.

Communication Services
3.41K
+ 2.88%
$484.66 - $738.09 $1.65M - $2.52M
122K $89.8M
AMZN
Amazon Com Inc

Consumer Cyclical
6.95K
+ 1.28%
$167.32 - $223.3 $1.16M - $1.55M
550K $121M
CRPT
First Tr ETF Fd Viii Skybridge
163K
+ 14.74%
$10.82 - $23.21 $1.76M - $3.79M
1.27M $28.3M
T
At&T Inc.

Communication Services
429K
+ 1869.13%
$26.33 - $28.94 $11.3M - $12.4M
452K $13.1M
GOOG
Alphabet Inc.

Communication Services
8.61K
+ 1.8%
$146.58 - $180.01 $1.26M - $1.55M
488K $86.6M
ALL
Allstate Corp

Financial Services
57.8K
+ 5053.63%
$180.53 - $212.64 $10.4M - $12.3M
58.9K $11.9M
AVDE
American Centy ETF Tr Avantis

ETFs
11.2K
+ 0.94%
$59.32 - $74.36 $664K - $832K
1.2M $89.1M
ARKW
Ark Next Generation Internet E

ETFs
19.2K
+ 16.21%
$82.77 - $147.9 $1.59M - $2.84M
138K $20.3M
BLOK
Amplify ETF Tr Trnsformational

ETFs
49.6K
+ 16.78%
$32.56 - $57.11 $1.62M - $2.83M
345K $19.7M
BBUS
J P Morgan Exchg Traded Fd

ETFs
17.7K
+ 3.13%
$89.63 - $111.92 $1.58M - $1.98M
582K $65.1M
RECS
Columbia ETF Tr I

ETFs
23.6K
+ 1.17%
$29.4 - $36.79 $694K - $868K
2.03M $74.7M
JPM
Jpmorgan Chase & CO

Financial Services
9
+ 0.0%
$210.28 - $289.91 $1.89K - $2.61K
187K $54.3M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
7.17K
+ 0.34%
$32.66 - $40.75 $234K - $292K
2.11M $85.5M
ETN
Eaton Corp PLC

Industrials
5.06K
+ 7.29%
$246.52 - $356.99 $1.25M - $1.81M
74.4K $26.6M
SNPS
Synopsys Inc

Technology
9.22K
+ 28.78%
$380.9 - $517.66 $3.51M - $4.77M
41.2K $21.1M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
79.8K
+ 28.32%
$91.43 - $91.74 $7.3M - $7.33M
362K $33.2M
SCHX
Schwab Strategic Tr Us Large C

ETFs
287K
+ 1171.9%
$19.6 - $24.44 $5.62M - $7.01M
311K $7.61M
MUB
Ishares National Muni Bond ETF

ETFs
62.9K
+ 96.73%
$102.31 - $105.8 $6.44M - $6.65M
128K $13.4M
DFUS
Dimensional ETF Tr U S Equity

ETFs
95.6K
+ 1350.73%
$53.65 - $67.02 $5.13M - $6.41M
103K $6.88M
PANW
Palo Alto Networks Inc

Technology
7.42K
+ 5.12%
$152.44 - $204.64 $1.13M - $1.52M
153K $31.2M
AVUS
American Centy ETF Tr Avantis

ETFs
50.9K
+ 112.2%
$81.38 - $100.82 $4.14M - $5.13M
96.3K $9.71M
IVV
Ishares Core S&P 500 ETF

ETFs
7.57K
+ 56.81%
$498.8 - $620.9 $3.78M - $4.7M
20.9K $13M
QUAL
Ishares Msci Usa Quality Facto

ETFs
3.24K
+ 0.87%
$152.42 - $182.82 $494K - $593K
375K $68.6M
URI
United Rentals, Inc.

Industrials
88
+ 0.22%
$551.94 - $753.4 $48.6K - $66.3K
40.3K $30.3M
GLDM
World Gold Trust

ETFs
16.3K
+ 1.8%
$58.96 - $67.97 $964K - $1.11M
923K $60.5M
LOUP
Innovator Etfs Tr Loup Frontie

ETFs
29.1K
+ 17.7%
$39.47 - $62.61 $1.15M - $1.82M
193K $12.1M
QQQ
Invesco Qqq Trust, Series 1

ETFs
7.2K
+ 329.4%
$416.06 - $551.64 $3M - $3.97M
9.39K $5.18M
IETC
Ishares U S ETF Tr

ETFs
17.4K
+ 16.34%
$67.28 - $94.0 $1.17M - $1.64M
124K $11.5M
LOW
Lowes Companies Inc

Consumer Cyclical
21.2K
+ 18.3%
$210.83 - $235.28 $4.47M - $4.99M
137K $30.4M
WCN
Waste Connections, Inc.

Industrials
20.8K
+ 22.04%
$183.26 - $199.95 $3.8M - $4.15M
115K $21.5M
ECL
Ecolab Inc.

Basic Materials
5.81K
+ 7.54%
$225.65 - $270.95 $1.31M - $1.57M
82.9K $22.3M
EQIX
Equinix Inc

Real Estate
4.02K
+ 19.43%
$740.07 - $914.43 $2.97M - $3.67M
24.7K $19.6M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
47.1K
+ 95.68%
$50.52 - $50.92 $2.38M - $2.4M
96.4K $4.91M
RSP
Invesco S&P 500 Equal Weight E

ETFs
3.72K
+ 2.35%
$152.93 - $181.74 $569K - $676K
162K $29.5M
C
Citigroup Inc

Financial Services
23.6K
+ 512.25%
$58.13 - $85.12 $1.37M - $2.01M
28.2K $2.4M
ABT
Abbott Laboratories

Healthcare
7.68K
+ 2.69%
$123.95 - $138.08 $952K - $1.06M
293K $39.9M
BKR
Baker Hughes CO

Energy
96.1K
+ 26.47%
$35.0 - $44.92 $3.36M - $4.32M
459K $17.6M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
28.3K
+ 2.69%
$49.79 - $50.75 $1.41M - $1.44M
1.08M $54.9M
ASML
Asml Holding Nv

Technology
1.67K
+ 246.02%
$595.37 - $815.24 $993K - $1.36M
2.35K $1.88M
SYY
Sysco Corp

Consumer Defensive
15.9K
+ 9.18%
$68.0 - $75.91 $1.08M - $1.21M
189K $14.3M
BALL
Ball Corp

Consumer Cyclical
1.56K
+ 0.69%
$44.94 - $56.99 $70.1K - $88.9K
229K $12.8M
SPMD
Spdr Portfolio

ETFs
19.5K
+ 125.21%
$44.89 - $54.38 $874K - $1.06M
35K $1.9M
BX
Blackstone Inc.

Financial Services
2.31K
+ 3.02%
$120.07 - $151.11 $277K - $349K
78.9K $11.8M
SIVR
Abrdn Silver ETF Trust

ETFs
18K
+ 7.37%
$28.36 - $35.37 $509K - $635K
262K $9M
FIVE
Five Below, Inc

Consumer Cyclical
1.49K
+ 9.86%
$55.75 - $131.18 $83.2K - $196K
16.6K $2.18M
NEE
Nextera Energy Inc

Utilities
22K
+ 5.45%
$64.11 - $75.0 $1.41M - $1.65M
425K $29.5M
PALL
Abrdn Palladium ETF Trust

ETFs
3.72K
+ 9.94%
$82.97 - $103.91 $309K - $386K
41.1K $4.14M
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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