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
ROBT
First Tr Exchange Traded Fd Vi

ETFs
25.9K
+ 41.77%
$38.33 - $44.95 $994K - $1.17M
88K $3.85M
CLOI
Vaneck ETF Tr

ETFs
18.8K
+ 8.4%
$52.65 - $53.04 $988K - $996K
242K $12.8M
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
5.49K
+ 0.72%
$27.8 - $29.26 $153K - $161K
770K $22.4M
MORT
Vaneck ETF Tr Mtg Reit Income

ETFs
36.5K
+ 6.85%
$10.79 - $12.29 $393K - $448K
568K $6.86M
INTU
Intuit Inc

Technology
2.76K
+ 11.75%
$602.97 - $670.49 $1.66M - $1.85M
26.2K $16.3M
WCN
Waste Connections, Inc.

Industrials
3.34K
+ 5.13%
$173.92 - $186.5 $580K - $622K
68.4K $12.2M
JD
Jd.Com, Inc.

Consumer Cyclical
18.1K
+ 18149.0%
$24.95 - $40.01 $453K - $726K
18.2K $730K
FPE
First Tr Pfd Secs & Income ETF

ETFs
26.7K
+ 8.06%
$17.35 - $18.22 $463K - $486K
358K $6.47M
PPLT
Abrdn Platinum ETF Trust

ETFs
8.22K
+ 13.4%
$89.83 - $89.83 $739K - $739K
69.6K $6.25M
IAU
Ishares Gold Trust

ETFs
2.49K
+ 2.83%
$44.06 - $50.5 $110K - $126K
90.2K $4.48M
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
7.36K
+ 1.23%
$59.61 - $60.15 $439K - $443K
606K $36.3M
KBWD
Invesco ETF Tr Ii Kbw High Div

ETFs
31.1K
+ 7.89%
$14.71 - $16.26 $458K - $506K
426K $6.5M
CRPT
First Tr ETF Fd Viii Skybridge
79.1K
+ 12.67%
$9.75 - $16.23 $771K - $1.28M
703K $8.79M
BIZD
Vaneck Vectors ETF Tr Bdc Inco

ETFs
31K
+ 8.92%
$15.5 - $16.99 $481K - $527K
379K $6.28M
ROK
Rockwell Automation, Inc

Industrials
1.2K
+ 2222.22%
$248.27 - $294.37 $298K - $353K
1.25K $336K
BA
Boeing CO

Industrials
2.54K
+ 82.43%
$152.04 - $190.6 $386K - $485K
5.63K $855K
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
292
+ 0.35%
$38.03 - $42.06 $11.1K - $12.3K
83.4K $3.49M
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
3.46K
+ 6.48%
$46.18 - $48.92 $160K - $169K
56.9K $2.77M
CL
Colgate Palmolive CO

Consumer Defensive
2.51K
+ 376.28%
$95.54 - $108.77 $239K - $273K
3.17K $329K
PSLV
Sprott Physical Silver Trust

Financial Services
10.6K
+ 3.89%
$9.17 - $10.84 $97.3K - $115K
283K $2.96M
PPG
Ppg Industries Inc

Basic Materials
1.7K
+ 4156.1%
$118.32 - $134.55 $202K - $229K
1.75K $231K
CATH
Global X Fds Global X S&P 500

ETFs
2.18K
+ 14.68%
$62.26 - $69.39 $136K - $151K
17K $1.18M
MCK
Mckesson Corp

Healthcare
400
+ 4000.0%
$479.06 - $630.38 $192K - $252K
410 $202K
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
2.61K
+ 181.75%
$64.57 - $71.76 $169K - $187K
4.05K $290K
VTI
Vanguard Total Stock Market Et

ETFs
31
+ 0.31%
$255.18 - $283.2 $7.91K - $8.78K
9.99K $2.83M
CAT
Caterpillar Inc

Industrials
203
+ 17.82%
$316.8 - $391.12 $64.3K - $79.4K
1.34K $524K
TT
Trane Technologies PLC

Industrials
1
+ 0.05%
$314.21 - $388.71 $314 - $389
2.02K $786K
SRE
Sempra Energy

Utilities
368
+ 3.92%
$74.97 - $84.04 $27.6K - $30.9K
9.77K $816K
KR
Kroger CO

Consumer Defensive
926
+ 17.63%
$50.43 - $57.3 $46.7K - $53.1K
6.18K $354K
SUSC
Ishares Tr Esg Aware Usd Corpo

ETFs
2.15K
+ 5.9%
$22.51 - $23.92 $48.3K - $51.3K
38.5K $915K
BMY
Bristol Myers Squibb CO

Healthcare
528
+ 9.79%
$39.66 - $51.75 $20.9K - $27.3K
5.92K $306K
TFI
Spdr Nuveen Bloomberg Municipa

ETFs
872
+ 4.33%
$45.6 - $46.83 $39.8K - $40.8K
21K $983K
DUK
Duke Energy Corp

Utilities
22
+ 0.91%
$99.35 - $117.71 $2.19K - $2.59K
2.45K $282K
CTAS
Cintas Corp

Industrials
810
+ 300.0%
$201.38 - $819.83 $163K - $664K
1.08K $222K
SPIB
Spdr Portfolio Intermediate Te

ETFs
352
+ 2.09%
$32.36 - $33.78 $11.4K - $11.9K
17.2K $579K
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
206
+ 2.19%
$38.51 - $41.69 $7.93K - $8.59K
9.63K $401K
ITM
Vaneck Intermediate Muni ETF

ETFs
385
+ 4.3%
$45.67 - $47.0 $17.6K - $18.1K
9.34K $438K
HDV
Ishares Core High Dividend ETF

ETFs
57
+ 2.56%
$107.62 - $118.76 $6.13K - $6.77K
2.28K $268K
LNG
Cheniere Energy, Inc.

Energy
30
+ 0.99%
$172.24 - $186.09 $5.17K - $5.58K
3.06K $550K
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
253
+ 4.24%
$51.78 - $52.98 $13.1K - $13.4K
6.23K $329K
LTC
Ltc Properties Inc

Real Estate
71
+ 1.17%
$34.07 - $38.15 $2.42K - $2.71K
6.11K $224K
HYD
Vaneck High Yield Muni ETF

ETFs
158
+ 4.06%
$51.46 - $53.07 $8.13K - $8.39K
4.05K $214K
ITOT
Ishares Core S&P Total U.S. St

ETFs
5
+ 0.29%
$113.41 - $125.62 $567 - $628
1.71K $214K
SMMU
Pimco ETF Tr Sht Term Mun Bd A

ETFs
159
+ 4.04%
$49.69 - $50.5 $7.9K - $8.03K
4.09K $206K
PUK
Prudential PLC

Financial Services
63
+ 0.26%
$16.07 - $19.33 $1.01K - $1.22K
24K $445K
UPS
United Parcel Service Inc

Industrials
14
+ 0.94%
$123.32 - $147.38 $1.73K - $2.06K
1.51K $205K
Innovator Etfs Trust
2.33K
+ 0.81%
N/A
289K $0
MEM
Matthews Asia Fds Emerging Mar
9.19K
+ 2.14%
N/A
439K $0
J P Morgan Exchange Traded F
456K
+ 38.89%
N/A
1.63M $0
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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