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
CLOI
Vaneck ETF Tr

ETFs
16.9K
+ 6.55%
$52.68 - $53.16 $893K - $901K
276K $14.6M
IAU
Ishares Gold Trust

ETFs
375
+ 0.41%
$49.74 - $58.96 $18.7K - $22.1K
91.8K $5.42M
GPN
Global Payments Inc

Industrials
29K
+ 19.31%
$92.18 - $113.03 $2.68M - $3.28M
179K $17.6M
MORT
Vaneck ETF Tr Mtg Reit Income

ETFs
40.2K
+ 6.65%
$10.35 - $11.79 $416K - $474K
644K $7.1M
BAC
Bank Of America Corp

Financial Services
50.3K
+ 7.78%
$39.61 - $47.74 $1.99M - $2.4M
696K $29.1M
PSLV
Sprott Physical Silver Trust

Financial Services
8.36K
+ 2.89%
$9.86 - $11.68 $82.5K - $97.7K
298K $3.45M
PWR
Quanta Services, Inc.

Industrials
16.2K
+ 28.94%
$236.71 - $358.03 $3.82M - $5.78M
72K $18.3M
JPRE
J P Morgan Exchange Traded Fd

ETFs
10.1K
+ 7.21%
$45.34 - $49.96 $458K - $504K
150K $7.18M
FPE
First Tr Pfd Secs & Income ETF

ETFs
27.1K
+ 7.22%
$17.53 - $17.87 $475K - $484K
403K $7.08M
LONZ
Pimco ETF Tr Sr Ln Active Exch

ETFs
9.5K
+ 7.12%
$50.21 - $51.23 $477K - $487K
143K $7.22M
BALT
Innovator Etfs Tr
11.2K
+ 2.05%
$31.31 - $31.89 $352K - $358K
559K $17.6M
LLY
Eli Lilly & CO

Healthcare
298
+ 80.11%
$725.72 - $929.72 $216K - $277K
670 $553K
PUK
Prudential PLC

Financial Services
121
+ 0.38%
$14.54 - $21.92 $1.76K - $2.65K
32K $688K
DFUS
Dimensional ETF Tr U S Equity

ETFs
3.14K
+ 79.78%
$59.61 - $66.71 $187K - $210K
7.08K $425K
DUK
Duke Energy Corp

Utilities
1K
+ 40.92%
$105.87 - $121.97 $106K - $122K
3.45K $421K
LHX
L3 Harris Technologies, Inc.

Industrials
912
+ 1.61%
$194.65 - $222.86 $178K - $203K
57.6K $12.1M
T
At&T Inc.

Communication Services
322
+ 1.42%
$21.56 - $28.28 $6.94K - $9.11K
22.9K $648K
PGR
Progressive Corp

Financial Services
6
+ 0.2%
$235.61 - $291.22 $1.41K - $1.75K
3K $848K
DIS
Walt Disney CO

Communication Services
1.81K
+ 48.68%
$96.87 - $114.0 $175K - $206K
5.52K $545K
SHEL
Shell PLC

Energy
245
+ 2.62%
$62.84 - $73.29 $15.4K - $18K
9.61K $698K
WEC
Wec Energy Group, Inc.

Utilities
120
+ 1.99%
$92.12 - $108.98 $11.1K - $13.1K
6.14K $669K
XBOC
Innovator Etfs Tr Us Equity Ac

ETFs
23.1K
+ 2.17%
$29.36 - $31.01 $677K - $715K
1.09M $32.2M
AFL
Aflac Inc

Financial Services
255
+ 2.94%
$100.99 - $111.19 $25.8K - $28.4K
8.92K $991K
JD
Jd.Com, Inc.

Consumer Cyclical
49
+ 0.35%
$33.1 - $45.21 $1.62K - $2.22K
14.1K $578K
KOF
Coca Cola Femsa Sab De Cv

Consumer Defensive
81
+ 1.28%
$74.5 - $92.3 $6.03K - $7.48K
6.43K $586K
HSBC
Hsbc Holdings PLC

Financial Services
137
+ 1.34%
$48.68 - $61.58 $6.67K - $8.44K
10.3K $593K
NVS
Novartis Ag

Healthcare
91
+ 1.72%
$97.14 - $115.57 $8.84K - $10.5K
5.38K $599K
SNY
Sanofi

Healthcare
200
+ 2.09%
$48.15 - $59.42 $9.63K - $11.9K
9.76K $541K
CCEP
Coca Cola Europacific Partners PLC

Consumer Defensive
29
+ 0.42%
$73.71 - $87.55 $2.14K - $2.54K
6.91K $601K
GLD
Spdr Gold Trust

ETFs
87
+ 8.82%
$243.19 - $288.14 $21.2K - $25.1K
1.07K $309K
USB
Us Bancorp \De\

Financial Services
2.3K
+ 48.31%
$40.92 - $50.9 $94K - $117K
7.05K $297K
AZN
Astrazeneca PLC

Healthcare
147
+ 2.02%
$65.37 - $77.96 $9.61K - $11.5K
7.42K $545K
RELX
Relx PLC

Communication Services
191
+ 1.82%
$45.34 - $51.91 $8.66K - $9.91K
10.7K $537K
IBM
International Business Machines Corp

Technology
29
+ 1.53%
$217.4 - $264.74 $6.3K - $7.68K
1.92K $477K
NGG
National Grid PLC

Utilities
163
+ 2.04%
$56.13 - $65.61 $9.15K - $10.7K
8.16K $535K
TFI
Spdr Nuveen Bloomberg Municipa

ETFs
1.38K
+ 7.39%
$44.81 - $46.22 $61.9K - $63.8K
20.1K $902K
VUG
Vanguard Growth ETF

ETFs
201
+ 27.35%
$369.1 - $427.61 $74.2K - $85.9K
936 $346K
MCK
Mckesson Corp

Healthcare
1
+ 0.24%
$566.21 - $672.99 $566 - $673
411 $276K
SMFG
Sumitomo Mitsui Financial Group, Inc.

Financial Services
341
+ 0.99%
$14.13 - $16.72 $4.82K - $5.7K
34.8K $538K
CL
Colgate Palmolive CO

Consumer Defensive
299
+ 9.74%
$85.68 - $97.5 $25.6K - $29.2K
3.37K $315K
SO
Southern CO

Utilities
20
+ 0.74%
$80.96 - $92.96 $1.62K - $1.86K
2.73K $250K
AMCR
Amcor PLC

Consumer Cyclical
1.11K
+ 2.22%
$9.33 - $10.39 $10.4K - $11.6K
51.2K $496K
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
402
+ 7.26%
$51.26 - $52.53 $20.6K - $21.1K
5.94K $305K
UBS
Ubs Group Ag

Financial Services
433
+ 2.91%
$30.28 - $35.78 $13.1K - $15.5K
15.3K $469K
ITM
Vaneck Intermediate Muni ETF

ETFs
392
+ 4.6%
$45.21 - $46.67 $17.7K - $18.3K
8.91K $404K
CSCO
Cisco Systems, Inc.

Technology
18
+ 0.49%
$58.74 - $64.87 $1.06K - $1.17K
3.7K $228K
TTE
Total Energies Se

Energy
134
+ 1.52%
N/A
8.97K $615K
PFF
Ishares Trust Ishares Pfd And

ETFs
200
+ 2.11%
$30.73 - $32.26 $6.15K - $6.45K
9.7K $299K
Vaneck Bitcoin ETF
248K
+ 444.3%
N/A
304K $0
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
Track This Portfolio

Track Gradient Investments LLC Portfolio

Follow Gradient Investments LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Gradient Investments LLC, based on Form 13F filings with the SEC.

News

Stay updated on Gradient Investments LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email