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
EXR
Extra Space Storage Inc.

Real Estate
6.93K
+ 3.1%
$126.61 - $152.99 $877K - $1.06M
230K $33.9M
TOLZ
Dj Brookfield Global

ETFs
7.13K
+ 2.64%
$48.57 - $54.85 $346K - $391K
277K $14.9M
PJUL
Innovator U.S. Equity Power Bu

ETFs
15.4K
+ 111.72%
$37.66 - $43.85 $581K - $676K
29.2K $1.28M
TSLA
Tesla, Inc.

Consumer Cyclical
516
+ 6.17%
$221.86 - $362.89 $114K - $187K
8.88K $2.82M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
7.24K
+ 33.45%
$45.98 - $56.15 $333K - $407K
28.9K $1.62M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
678
+ 30.58%
$456.74 - $568.03 $310K - $385K
2.9K $1.64M
VTI
Vanguard Total Stock Market Et

ETFs
734
+ 7.95%
$243.75 - $303.93 $179K - $223K
9.97K $3.03M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
5.16K
+ 23.44%
$51.16 - $62.02 $264K - $320K
27.2K $1.68M
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
2.56K
+ 0.22%
$28.21 - $28.85 $72.2K - $73.9K
1.15M $33.2M
CRM
Salesforce, Inc.

Technology
541
+ 1.22%
$236.26 - $291.15 $128K - $158K
44.8K $12.2M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
872
+ 0.14%
$51.68 - $52.76 $45.1K - $46K
631K $33.3M
RYAAY
Ryanair Holdings PLC

Industrials
2.08K
+ 17.66%
$39.21 - $57.84 $81.6K - $120K
13.9K $799K
WFRD
Weatherford International PLC

Energy
6.78K
+ 42.14%
$39.17 - $54.26 $265K - $368K
22.9K $1.15M
KBWD
Invesco ETF Tr Ii Kbw High Div

ETFs
40.2K
+ 8.31%
$12.37 - $14.5 $497K - $583K
524K $7.27M
CM
Canadian Imperial Bank Of Commerce

Financial Services
2.08K
+ 25.09%
$54.6 - $70.83 $113K - $147K
10.4K $733K
IBM
International Business Machines Corp

Technology
572
+ 29.79%
$221.03 - $294.78 $126K - $169K
2.49K $734K
KO
Coca Cola CO

Consumer Defensive
9.87K
+ 1.9%
$68.37 - $73.9 $675K - $730K
530K $37.5M
PPLT
Abrdn Platinum ETF Trust

ETFs
2.71K
+ 6.48%
N/A
44.5K $4M
VUG
Vanguard Growth ETF

ETFs
406
+ 43.38%
$329.49 - $438.4 $134K - $178K
1.34K $588K
LMT
Lockheed Martin Corp

Industrials
95
+ 0.8%
$430.82 - $486.45 $40.9K - $46.2K
12K $5.54M
PUK
Prudential PLC

Financial Services
4.32K
+ 13.49%
$18.03 - $25.49 $78K - $110K
36.4K $909K
PSLV
Sprott Physical Silver Trust

Financial Services
1.57K
+ 0.53%
$9.98 - $12.51 $15.7K - $19.7K
300K $3.67M
NGG
National Grid PLC

Utilities
1.89K
+ 23.15%
$62.74 - $74.79 $118K - $141K
10K $747K
RY
Royal Bank Of Canada

Financial Services
1.03K
+ 27.35%
$108.36 - $131.55 $111K - $135K
4.77K $627K
GOOGL
Alphabet Inc.

Communication Services
191
+ 2.55%
$144.7 - $178.6 $27.6K - $34.1K
7.67K $1.35M
AMCR
Amcor PLC

Consumer Cyclical
23.6K
+ 46.12%
$8.57 - $9.81 $202K - $232K
74.8K $687K
FPE
First Tr Pfd Secs & Income ETF

ETFs
6.09K
+ 1.51%
$16.93 - $17.81 $103K - $108K
409K $7.27M
GLD
Spdr Gold Trust

ETFs
549
+ 51.16%
$273.71 - $316.29 $150K - $174K
1.62K $494K
UBS
Ubs Group Ag

Financial Services
3.91K
+ 25.53%
$26.12 - $33.82 $102K - $132K
19.2K $650K
NVS
Novartis Ag

Healthcare
1.04K
+ 19.4%
$101.96 - $121.01 $106K - $126K
6.42K $776K
SCHG
Schwab Strategic Tr Us Large C

ETFs
4.68K
+ 56.72%
$22.27 - $29.21 $104K - $137K
12.9K $377K
JPRE
J P Morgan Exchange Traded Fd

ETFs
4.12K
+ 2.74%
$42.75 - $48.79 $176K - $201K
154K $7.35M
IBTG
Ishares Tr Ibonds Dec 2026 Ter

ETFs
7.27K
+ 3.76%
$22.81 - $22.97 $166K - $167K
201K $4.6M
RELX
Relx PLC

Communication Services
2.27K
+ 21.31%
$45.31 - $55.66 $103K - $126K
12.9K $702K
DIS
Walt Disney CO

Communication Services
203
+ 3.68%
$81.72 - $124.01 $16.6K - $25.2K
5.73K $709K
LUV
Southwest Airlines CO

Industrials
23.4K
+ 4.45%
$24.04 - $34.36 $562K - $803K
548K $17.8M
CNI
Canadian National Railway CO

Industrials
1.2K
+ 22.24%
$92.66 - $108.13 $111K - $130K
6.61K $687K
ROK
Rockwell Automation, Inc

Industrials
200
+ 16.26%
$218.97 - $332.17 $43.8K - $66.4K
1.43K $475K
HSBC
Hsbc Holdings PLC

Financial Services
2K
+ 19.35%
$46.68 - $61.09 $93.3K - $122K
12.3K $749K
CCEP
Coca Cola Europacific Partners PLC

Consumer Defensive
1.24K
+ 17.89%
$81.84 - $93.53 $101K - $116K
8.15K $755K
SNAP
Snap Inc

Communication Services
17.7K
+ 13.14%
$7.23 - $9.21 $128K - $163K
152K $1.32M
KOF
Coca Cola Femsa Sab De Cv

Consumer Defensive
1.2K
+ 18.67%
$89.4 - $99.04 $107K - $119K
7.63K $737K
TTE
Total Energies Se

Energy
2.06K
+ 23.0%
N/A
11K $757K
CLOI
Vaneck ETF Tr

ETFs
2.13K
+ 0.77%
$51.16 - $53.02 $109K - $113K
278K $14.7M
DUK
Duke Energy Corp

Utilities
1.26K
+ 36.39%
$112.46 - $124.05 $141K - $156K
4.71K $555K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
6.03K
+ 8.47%
$483.48 - $539.8 $2.92M - $3.26M
77.2K $37.5M
LONZ
Pimco ETF Tr Sr Ln Active Exch

ETFs
1.25K
+ 0.88%
$48.48 - $50.99 $60.7K - $63.9K
144K $7.35M
WFC
Wells Fargo & Company

Financial Services
88
+ 0.64%
$60.98 - $80.12 $5.37K - $7.05K
13.9K $1.12M
AEP
American Electric Power CO Inc

Utilities
1.22K
+ 61.16%
$98.59 - $109.11 $120K - $133K
3.21K $333K
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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