Gradient Investments LLC Incresed Positions in Q3 2024

Gradient Investments LLC

  • $3.79 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
720K
+ 11312.4%
$47.95 - $49.61 $34.5M - $35.7M
726K $35.9M
META
Meta Platforms, Inc.

Communication Services
31.9K
+ 43.91%
$453.41 - $572.44 $14.5M - $18.2M
104K $59.8M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
341K
+ 19327.48%
$51.02 - $52.74 $17.4M - $18M
343K $18.1M
ETN
Eaton Corp PLC

Industrials
48.3K
+ 7199.4%
$272.52 - $333.02 $13.2M - $16.1M
49K $16.2M
SHW
Sherwin Williams CO

Basic Materials
39.1K
+ 1173.76%
$294.65 - $384.0 $11.5M - $15M
42.5K $16.2M
EXR
Extra Space Storage Inc.

Real Estate
66.2K
+ 54.06%
$151.92 - $183.06 $10.1M - $12.1M
189K $34M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
52.7K
+ 1.63%
$60.84 - $67.51 $3.21M - $3.56M
3.29M $222M
NOC
Northrop Grumman Corp

Industrials
28.1K
+ 7238.14%
$423.73 - $533.14 $11.9M - $15M
28.5K $15M
CRM
Salesforce, Inc.

Technology
49.5K
+ 1875.54%
$238.42 - $276.53 $11.8M - $13.7M
52.2K $14.3M
HON
Honeywell International Inc

Industrials
62.8K
+ 3510.51%
$196.73 - $220.21 $12.3M - $13.8M
64.6K $13.3M
V
Visa Inc.

Financial Services
40K
+ 49.4%
$253.74 - $291.56 $10.2M - $11.7M
121K $33.3M
PFE
Pfizer Inc

Healthcare
364K
+ 64.75%
$27.7 - $31.39 $10.1M - $11.4M
926K $26.8M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
81.8K
+ 2.56%
$33.74 - $37.96 $2.76M - $3.11M
3.27M $123M
SBUX
Starbucks Corp

Consumer Cyclical
37.5K
+ 11.83%
$72.51 - $98.6 $2.72M - $3.7M
355K $34.6M
NVDA
Nvidia Corp

Technology
77.1K
+ 14.7%
$98.91 - $134.91 $7.63M - $10.4M
602K $73.1M
SLB
Schlumberger Limited

Energy
220K
+ 58.4%
$39.57 - $49.67 $8.7M - $10.9M
596K $25M
LOW
Lowes Companies Inc

Consumer Cyclical
10K
+ 11.74%
$213.3 - $270.78 $2.14M - $2.71M
95.4K $25.8M
MCD
Mcdonalds Corp

Consumer Cyclical
4.3K
+ 3.84%
$245.82 - $304.51 $1.06M - $1.31M
116K $35.5M
URI
United Rentals, Inc.

Industrials
3.37K
+ 13.43%
$627.41 - $814.1 $2.12M - $2.75M
28.5K $23.1M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
108K
+ 13.64%
$50.52 - $50.95 $5.46M - $5.51M
901K $45.8M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
5.01K
+ 8.6%
$405.19 - $478.57 $2.03M - $2.4M
63.2K $29.1M
AVGO
Broadcom Inc.

Technology
146K
+ 1054.42%
$136.27 - $1745.86 $19.9M - $255M
160K $27.6M
GOOG
Alphabet Inc.

Communication Services
66.4K
+ 17.53%
$149.54 - $192.66 $9.93M - $12.8M
445K $74.4M
EQIX
Equinix Inc

Real Estate
2.78K
+ 18.49%
$749.0 - $890.01 $2.08M - $2.47M
17.8K $15.8M
KO
Coca Cola CO

Consumer Defensive
3.78K
+ 0.83%
$62.69 - $73.01 $237K - $276K
457K $32.8M
QUAL
Ishares Msci Usa Quality Facto

ETFs
4.31K
+ 1.32%
$162.64 - $179.3 $701K - $773K
332K $59.5M
JEPI
J P Morgan Exchange Traded Fd

ETFs
20.9K
+ 2.54%
$54.98 - $59.51 $1.15M - $1.24M
842K $50.1M
IQV
Iqvia Holdings Inc.

Healthcare
9.78K
+ 21.55%
$206.81 - $251.55 $2.02M - $2.46M
55.2K $13.1M
MA
Mastercard Inc

Financial Services
4.53K
+ 19.8%
$429.6 - $500.99 $1.95M - $2.27M
27.4K $13.5M
IQLT
Ishares Msci Intl Quality Fact

ETFs
23.2K
+ 2.33%
$37.37 - $41.82 $866K - $969K
1.02M $42.2M
PWR
Quanta Services, Inc.

Industrials
3.42K
+ 6.52%
$239.58 - $298.23 $818K - $1.02M
55.8K $16.6M
ABT
Abbott Laboratories

Healthcare
3.94K
+ 1.45%
$100.07 - $118.13 $394K - $465K
277K $31.5M
JMBS
Janus Detroit Str Tr Henderson

ETFs
6.57K
+ 0.46%
$44.13 - $47.01 $290K - $309K
1.43M $66.5M
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
29.8K
+ 22.89%
$104.47 - $116.17 $3.12M - $3.47M
160K $17.3M
ARKW
Ark Next Generation Internet E

ETFs
29.1K
+ 32.74%
$68.06 - $85.67 $1.98M - $2.5M
118K $10.1M
LUV
Southwest Airlines CO

Industrials
88.5K
+ 21.74%
$23.7 - $29.93 $2.1M - $2.65M
496K $14.7M
PFEB
Innovator U.S. Equity Power Bu

ETFs
22.3K
+ 0.99%
$34.29 - $36.04 $763K - $802K
2.27M $81.8M
AVEM
American Centy ETF Tr Avantis

ETFs
11.1K
+ 2.0%
$57.2 - $65.59 $634K - $727K
566K $36.5M
TGT
Target Corp

Consumer Defensive
8.4K
+ 5.22%
$133.47 - $159.25 $1.12M - $1.34M
169K $26.4M
AMZN
Amazon Com Inc

Consumer Cyclical
27.2K
+ 6.56%
$161.02 - $200.0 $4.38M - $5.44M
442K $82.3M
MLPA
Global X Mlp ETF

ETFs
49.2K
+ 7.97%
$45.78 - $49.84 $2.25M - $2.45M
666K $31.9M
DT
Dynatrace, Inc.

Technology
36.9K
+ 3693100.0%
$40.49 - $53.47 $1.5M - $1.97M
36.9K $1.97M
AVY
Avery Dennison Corp

Industrials
7.99K
+ 13.36%
$202.27 - $224.18 $1.62M - $1.79M
67.8K $15M
BLOK
Amplify ETF Tr Trnsformational

ETFs
40.1K
+ 23.42%
$31.4 - $40.35 $1.26M - $1.62M
211K $7.92M
ECL
Ecolab Inc.

Basic Materials
3.04K
+ 5.0%
$228.86 - $255.76 $695K - $776K
63.8K $16.3M
LMT
Lockheed Martin Corp

Industrials
30
+ 0.26%
$460.3 - $584.56 $13.8K - $17.5K
11.4K $6.68M
JPRE
J P Morgan Exchange Traded Fd

ETFs
6.29K
+ 4.41%
$43.9 - $51.94 $276K - $327K
149K $7.58M
COP
Conocophillips

Energy
27.1K
+ 15.5%
$102.3 - $116.61 $2.77M - $3.16M
202K $21.3M
TSLA
Tesla, Inc.

Consumer Cyclical
2.63K
+ 29.45%
$191.76 - $263.26 $505K - $693K
11.6K $3.03M
Activity Summary
Buys All Purchases 139 New Holdings 9 Increased Positions 130 Sells All Sells 151 Reductions 151 Sold out 0 Options Calls 0 Puts 0
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