Gradient Investments LLC Incresed Positions in Q3 2025

Gradient Investments LLC

  • $4.68 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
IETC
Ishares U S ETF Tr

ETFs
501K
+ 403.86%
$92.7 - $103.65 $46.4M - $51.9M
625K $63.5M
XLF
Financial Sector Spdr

ETFs
814K
+ 11778.85%
$51.37 - $54.25 $41.8M - $44.2M
821K $44.2M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
195K
+ 5.48%
$72.65 - $78.68 $14.2M - $15.3M
3.75M $294M
GOOG
Alphabet Inc.

Communication Services
1.75K
+ 0.36%
$175.16 - $255.24 $306K - $445K
490K $119M
AAPL
Apple Inc.

Technology
16.7K
+ 3.59%
$202.38 - $256.87 $3.38M - $4.29M
482K $123M
NVDA
Nvidia Corp

Technology
20.5K
+ 2.66%
$153.3 - $186.58 $3.14M - $3.82M
793K $148M
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
285K
+ 70.17%
$52.55 - $54.37 $15M - $15.5M
692K $37.4M
GLDM
World Gold Trust

ETFs
70.2K
+ 7.61%
$64.73 - $76.45 $4.54M - $5.37M
993K $75.9M
AEP
American Electric Power CO Inc

Utilities
129K
+ 4026.0%
$103.26 - $115.0 $13.4M - $14.9M
133K $14.9M
AVDE
American Centy ETF Tr Avantis

ETFs
110K
+ 9.12%
$73.24 - $79.04 $8.05M - $8.68M
1.31M $104M
USB
Us Bancorp \De\

Financial Services
282K
+ 3500.71%
$43.94 - $50.41 $12.4M - $14.2M
290K $14M
ROK
Rockwell Automation, Inc

Industrials
38.6K
+ 2701.26%
$328.67 - $358.52 $12.7M - $13.8M
40.1K $14M
WFC
Wells Fargo & Company

Financial Services
150K
+ 1074.86%
$77.05 - $85.16 $11.5M - $12.7M
164K $13.7M
PRU
Prudential Financial Inc

Financial Services
122K
+ 697.69%
$100.68 - $109.89 $12.3M - $13.4M
140K $14.5M
DIS
Walt Disney CO

Communication Services
109K
+ 1897.5%
$112.25 - $124.0 $12.2M - $13.5M
114K $13.1M
AVGO
Broadcom Inc.

Technology
748
+ 0.35%
$264.74 - $369.57 $198K - $276K
216K $71.2M
MSFT
Microsoft Corp

Technology
11.8K
+ 4.31%
$491.09 - $535.64 $5.78M - $6.3M
285K $148M
RECS
Columbia ETF Tr I

ETFs
106K
+ 5.24%
$36.82 - $40.35 $3.92M - $4.3M
2.14M $86.3M
IBM
International Business Machines Corp

Technology
40.4K
+ 1619.46%
$234.77 - $292.47 $9.47M - $11.8M
42.8K $12.1M
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
183K
+ 43.15%
$59.81 - $60.11 $10.9M - $11M
606K $36.3M
AVUS
American Centy ETF Tr Avantis

ETFs
93K
+ 96.57%
$101.2 - $109.16 $9.41M - $10.2M
189K $20.6M
UNH
Unitedhealth Group Inc

Healthcare
18.3K
+ 14.87%
$237.77 - $353.61 $4.36M - $6.48M
142K $48.9M
AVEM
American Centy ETF Tr Avantis

ETFs
48.1K
+ 4.71%
$68.33 - $75.41 $3.29M - $3.63M
1.07M $80.4M
BLOK
Amplify ETF Tr Trnsformational

ETFs
81.7K
+ 23.65%
$56.05 - $67.13 $4.58M - $5.48M
427K $28.6M
SIVR
Abrdn Silver ETF Trust

ETFs
140K
+ 53.67%
$34.34 - $44.62 $4.82M - $6.27M
402K $17.9M
URI
United Rentals, Inc.

Industrials
733
+ 1.82%
$774.14 - $975.23 $567K - $715K
41K $39.1M
ARKW
Ark Next Generation Internet E

ETFs
28K
+ 20.34%
$144.46 - $174.76 $4.04M - $4.89M
166K $28.9M
JNJ
Johnson & Johnson

Healthcare
5.38K
+ 2.42%
$155.17 - $185.42 $834K - $997K
228K $42.2M
JMBS
Janus Detroit Str Tr Henderson

ETFs
151K
+ 7.58%
$44.34 - $45.94 $6.68M - $6.92M
2.14M $97.7M
APH
Amphenol Corp

Technology
7.12K
+ 2.47%
$97.39 - $125.4 $693K - $892K
295K $36.5M
MUB
Ishares National Muni Bond ETF

ETFs
68.1K
+ 53.22%
$103.24 - $106.68 $7.03M - $7.26M
196K $20.9M
MS
Morgan Stanley

Financial Services
5.87K
+ 1.77%
$139.09 - $161.16 $817K - $946K
337K $53.6M
LOW
Lowes Companies Inc

Consumer Cyclical
9.93K
+ 7.25%
$215.01 - $273.02 $2.14M - $2.71M
147K $36.9M
LOUP
Innovator Etfs Tr Loup Frontie

ETFs
52.4K
+ 27.12%
$61.01 - $75.47 $3.2M - $3.96M
246K $18.2M
CVX
Chevron Corp

Energy
12.8K
+ 4.03%
$145.57 - $161.83 $1.86M - $2.07M
330K $51.3M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
16.1K
+ 0.76%
$39.8 - $42.86 $640K - $689K
2.13M $91.1M
BKR
Baker Hughes CO

Energy
12.6K
+ 2.74%
$38.68 - $50.55 $487K - $637K
472K $23M
CRPT
First Tr ETF Fd Viii Skybridge
300K
+ 23.61%
$19.92 - $25.22 $5.97M - $7.56M
1.57M $33.5M
JPM
Jpmorgan Chase & CO

Financial Services
960
+ 0.51%
$282.78 - $316.06 $271K - $303K
188K $59.4M
META
Meta Platforms, Inc.

Communication Services
7.4K
+ 6.08%
$695.21 - $791.73 $5.15M - $5.86M
129K $94.8M
PALL
Abrdn Palladium ETF Trust

ETFs
38K
+ 92.4%
$99.79 - $117.24 $3.79M - $4.46M
79.1K $9.03M
AMZN
Amazon Com Inc

Consumer Cyclical
21.6K
+ 3.92%
$211.65 - $238.24 $4.57M - $5.14M
572K $126M
MDT
Medtronic PLC

Healthcare
11.6K
+ 2.56%
$87.67 - $95.74 $1.02M - $1.11M
463K $44.1M
WMT
Walmart Inc.

Consumer Defensive
24K
+ 6.05%
$94.4 - $104.27 $2.27M - $2.5M
421K $43.4M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
5.65K
+ 7.32%
$459.11 - $506.91 $2.59M - $2.86M
82.9K $41.7M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
83.4K
+ 7.72%
$50.53 - $50.82 $4.21M - $4.24M
1.16M $59M
PWR
Quanta Services, Inc.

Industrials
3.79K
+ 5.68%
$372.29 - $421.68 $1.41M - $1.6M
70.5K $29.2M
IVV
Ishares Core S&P 500 ETF

ETFs
4.44K
+ 21.26%
$620.67 - $670.08 $2.76M - $2.98M
25.3K $17M
NEE
Nextera Energy Inc

Utilities
17.2K
+ 4.06%
$69.77 - $77.54 $1.2M - $1.34M
442K $33.4M
Activity Summary
Buys All Purchases 232 New Holdings 41 Increased Positions 191 Sells All Sells 118 Reductions 118 Sold out 0 Options Calls 0 Puts 0
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