Gradient Investments LLC New Holdings in Q4 2024

Gradient Investments LLC

  • $3.78 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
AVDE
American Centy ETF Tr Avantis

ETFs
691K
New
$60.9 - $66.69 $42.1M - $46.1M
691K $42.4M
XBOC
Innovator Etfs Tr Us Equity Ac

ETFs
1.06M
New
$29.46 - $30.58 $31.3M - $32.5M
1.06M $32.1M
BBRE
Jp Morgan ETF Tr Betabuilders

ETFs
284K
New
$92.26 - $103.02 $26.2M - $29.2M
284K $26.6M
SPTL
Spdr Portfolio Long Term Treas

ETFs
798K
New
$26.05 - $29.17 $20.8M - $23.3M
798K $20.9M
APH
Amphenol Corp

Technology
253K
New
$62.07 - $75.35 $15.7M - $19.1M
253K $17.6M
BALT
Innovator Etfs Tr
548K
New
$30.76 - $31.55 $16.9M - $17.3M
548K $17.2M
BKR
Baker Hughes CO

Energy
325K
New
$35.98 - $44.88 $11.7M - $14.6M
325K $13.3M
SNPS
Synopsys Inc

Technology
25.2K
New
$485.36 - $588.0 $12.2M - $14.8M
25.2K $12.2M
KJUL
Innovator U.S. Small Cap Power

Technology
356K
New
$28.78 - $30.34 $10.3M - $10.8M
356K $10.5M
LONZ
Pimco ETF Tr Sr Ln Active Exch

ETFs
134K
New
$50.81 - $51.59 $6.78M - $6.89M
134K $6.82M
CHK
Chesapeake Energy Corp

Energy
22.7K
New
$81.46 - $87.57 $1.85M - $1.98M
22.7K $1.94M
IBTH
Ishares Tr Ibonds Dec 2027 Ter

ETFs
61.3K
New
$22.1 - $22.59 $1.36M - $1.39M
61.3K $1.36M
BSJQ
Invesco Etsf Fd Tr Bulletshare

ETFs
35.6K
New
$23.25 - $23.56 $829K - $840K
35.6K $829K
FCNCA
First Citizens Bancshares Inc

Financial Services
379
New
$1818.92 - $2353.08 $689K - $892K
379 $800K
PGR
Progressive Corp

Financial Services
2.99K
New
$239.6 - $268.88 $717K - $804K
2.99K $716K
RYAAY
Ryanair Holdings PLC

Industrials
11.6K
New
$42.1 - $47.3 $488K - $549K
11.6K $505K
KOF
Coca Cola Femsa Sab De Cv

Consumer Defensive
6.35K
New
$77.43 - $89.47 $491K - $568K
6.35K $494K
AMCR
Amcor PLC

Consumer Cyclical
50.1K
New
$9.34 - $11.37 $468K - $569K
50.1K $471K
ASML
Asml Holding Nv

Technology
652
New
$658.43 - $872.27 $429K - $569K
652 $451K
CMA
Comerica Inc

Financial Services
5.03K
New
$57.88 - $72.73 $291K - $366K
5.03K $311K
BSJR
Invesco Indx Tr

ETFs
10.8K
New
$22.37 - $22.7 $242K - $245K
10.8K $242K
DAL
Delta Air Lines, Inc.

Industrials
3.9K
New
$47.46 - $65.77 $185K - $257K
3.9K $236K
MGK
Vanguard Mega Cap Growth ETF

ETFs
680
New
$316.94 - $357.88 $216K - $243K
680 $233K
VERU
Veru Inc.

Healthcare
19.1K
New
$0.58 - $0.93 $11.1K - $17.8K
19.1K $12K
Global X Fds
265K
New
N/A
265K $0
Ssga Active Tr
157K
New
N/A
157K $0
Neos ETF Trust
131K
New
N/A
131K $0
Amplify ETF Tr
257K
New
N/A
257K $0
Innovator Etfs Trust
508K
New
N/A
508K $0
Aim ETF Products Trust
1.43M
New
N/A
1.43M $0
Ea Series Trust
87.3K
New
N/A
87.3K $0
XTEN
Bondbloxx ETF Tr Bloomberg 10
352K
New
N/A
352K $0
EOCT
Innovator Etfs Tr Emerging Mar
411K
New
N/A
411K $0
AZBO
Aim ETF Prods Tr Allianzim Us

ETFs
2.75M
New
N/A
2.75M $0
Lam Research Corp
218K
New
N/A
218K $0
Ssga Active Tr
45.2K
New
N/A
45.2K $0
Activity Summary
Buys All Purchases 161 New Holdings 37 Increased Positions 124 Sells All Sells 124 Reductions 124 Sold out 0 Options Calls 0 Puts 0
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