Gradient Investments LLC Incresed Positions in Q1 2025

Gradient Investments LLC

  • $3.96 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
AVDE
American Centy ETF Tr Avantis

ETFs
502K
+ 72.58%
$60.63 - $68.55 $30.4M - $34.4M
1.19M $79.8M
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
1.14M
+ 8179.63%
$27.64 - $28.58 $31.4M - $32.5M
1.15M $32.8M
AVEM
American Centy ETF Tr Avantis

ETFs
422K
+ 71.34%
$57.11 - $62.4 $24.1M - $26.4M
1.01M $61.2M
JMBS
Janus Detroit Str Tr Henderson

ETFs
445K
+ 28.8%
$43.53 - $45.42 $19.4M - $20.2M
1.99M $89.9M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
247K
+ 64.4%
$51.52 - $52.37 $12.7M - $12.9M
630K $33M
CVX
Chevron Corp

Energy
19.3K
+ 7.16%
$146.71 - $167.97 $2.83M - $3.24M
289K $48.3M
UNH
Unitedhealth Group Inc

Healthcare
14K
+ 14.39%
$461.52 - $548.18 $6.44M - $7.65M
111K $58.1M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
4.8K
+ 7.22%
$442.66 - $534.52 $2.12M - $2.56M
71.2K $37.4M
IVV
Ishares Core S&P 500 ETF

ETFs
12.9K
+ 2836.34%
$554.06 - $615.85 $7.13M - $7.93M
13.3K $7.44M
ABT
Abbott Laboratories

Healthcare
5.06K
+ 1.8%
$111.1 - $140.22 $562K - $709K
285K $37.9M
KO
Coca Cola CO

Consumer Defensive
14.9K
+ 2.94%
$60.81 - $72.32 $903K - $1.07M
520K $37.3M
JNJ
Johnson & Johnson

Healthcare
7.64K
+ 3.59%
$142.06 - $167.7 $1.09M - $1.28M
220K $36.5M
COP
Conocophillips

Energy
41K
+ 17.35%
$88.6 - $105.85 $3.64M - $4.34M
278K $29.2M
MDT
Medtronic PLC

Healthcare
14.3K
+ 3.3%
$79.84 - $94.5 $1.14M - $1.35M
449K $40.4M
AZEK
Azek CO Inc.

Industrials
90.7K
+ 22.11%
$39.61 - $52.0 $3.59M - $4.72M
501K $24.9M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
52.4K
+ 22.83%
$91.45 - $91.75 $4.79M - $4.81M
282K $25.9M
ULST
Ssga Active ETF Tr Ssga Ultra

ETFs
102K
+ 5.83%
$40.24 - $40.65 $4.1M - $4.14M
1.85M $75.1M
JPM
Jpmorgan Chase & CO

Financial Services
14.1K
+ 8.15%
$225.19 - $279.95 $3.18M - $3.96M
187K $46M
SLB
Schlumberger Limited

Energy
47.7K
+ 6.93%
$38.4 - $43.74 $1.83M - $2.09M
736K $30.8M
COST
Costco Wholesale Corp

Consumer Defensive
3.9K
+ 18.28%
$890.62 - $1076.86 $3.48M - $4.2M
25.3K $23.9M
GSY
Invesco Actively Mngd ETF Tr U

ETFs
83.8K
+ 5.96%
$50.03 - $50.27 $4.19M - $4.21M
1.49M $74.6M
URI
United Rentals, Inc.

Industrials
10.3K
+ 34.55%
$594.17 - $789.56 $6.13M - $8.15M
40.2K $25.2M
WCN
Waste Connections, Inc.

Industrials
11.1K
+ 13.31%
$169.89 - $195.19 $1.88M - $2.16M
94.2K $18.4M
SBUX
Starbucks Corp

Consumer Cyclical
17.7K
+ 5.39%
$91.75 - $115.81 $1.62M - $2.05M
346K $33.8M
APH
Amphenol Corp

Technology
73.5K
+ 29.01%
$61.62 - $78.55 $4.53M - $5.77M
327K $21.4M
MCD
Mcdonalds Corp

Consumer Cyclical
3.94K
+ 3.4%
$279.74 - $321.29 $1.1M - $1.27M
120K $37.4M
PG
Procter & Gamble CO

Consumer Defensive
18.5K
+ 7.89%
$158.56 - $176.26 $2.94M - $3.27M
253K $43.2M
LOW
Lowes Companies Inc

Consumer Cyclical
21.5K
+ 22.82%
$222.66 - $268.42 $4.79M - $5.78M
116K $27M
WMT
Walmart Inc.

Consumer Defensive
51.6K
+ 14.5%
$84.5 - $105.05 $4.36M - $5.43M
408K $35.8M
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
18.9K
+ 11.2%
$98.98 - $113.18 $1.87M - $2.14M
188K $21.3M
ECL
Ecolab Inc.

Basic Materials
8K
+ 11.58%
$229.72 - $269.82 $1.84M - $2.16M
77.1K $19.5M
META
Meta Platforms, Inc.

Communication Services
8.26K
+ 7.5%
$576.36 - $736.67 $4.76M - $6.08M
118K $68.2M
EXR
Extra Space Storage Inc.

Real Estate
23.8K
+ 11.92%
$143.8 - $161.28 $3.42M - $3.83M
223K $33.1M
BSX
Boston Scientific Corp

Healthcare
7.48K
+ 3.45%
$89.38 - $106.18 $668K - $794K
224K $22.6M
INTU
Intuit Inc

Technology
5.71K
+ 19.55%
$555.63 - $630.23 $3.17M - $3.6M
34.9K $21.4M
QUAL
Ishares Msci Usa Quality Facto

ETFs
32.7K
+ 9.62%
$168.16 - $186.21 $5.49M - $6.08M
372K $63.1M
BKR
Baker Hughes CO

Energy
38.4K
+ 11.84%
$41.16 - $48.85 $1.58M - $1.88M
363K $16M
MLPA
Global X Mlp ETF

ETFs
16.8K
+ 4.05%
$49.83 - $54.53 $836K - $914K
430K $23M
NFLX
Netflix Inc

Communication Services
1.47K
+ 5.79%
$828.4 - $1058.6 $1.21M - $1.55M
26.8K $25M
MSFT
Microsoft Corp

Technology
35.8K
+ 14.94%
$375.39 - $447.2 $13.4M - $16M
275K $103M
NEE
Nextera Energy Inc

Utilities
33.7K
+ 9.12%
$66.96 - $76.16 $2.26M - $2.57M
403K $28.6M
GS
Goldman Sachs Group Inc

Financial Services
7.29K
+ 9.53%
$524.81 - $672.19 $3.82M - $4.9M
83.7K $45.7M
PANW
Palo Alto Networks Inc

Technology
19.6K
+ 15.59%
$167.82 - $208.28 $3.28M - $4.08M
145K $24.8M
MS
Morgan Stanley

Financial Services
37.2K
+ 12.45%
$111.68 - $141.08 $4.15M - $5.25M
336K $39.2M
LUV
Southwest Airlines CO

Industrials
47.6K
+ 9.98%
$28.18 - $34.84 $1.34M - $1.66M
525K $17.6M
SNPS
Synopsys Inc

Technology
6.87K
+ 27.29%
$428.58 - $551.54 $2.94M - $3.79M
32K $13.7M
AAPL
Apple Inc.

Technology
54.7K
+ 14.2%
$209.68 - $247.1 $11.5M - $13.5M
440K $97.8M
ETN
Eaton Corp PLC

Industrials
15.5K
+ 28.9%
$271.83 - $371.23 $4.22M - $5.77M
69.3K $18.8M
EQIX
Equinix Inc

Real Estate
3.84K
+ 22.84%
$803.0 - $959.97 $3.09M - $3.69M
20.7K $16.9M
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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