Gradient Investments LLC New Holdings in Q3 2025

Gradient Investments LLC

  • $4.68 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
QQQM
Invesco Exchange Traded Fd Tr

ETFs
256K
New
$225.11 - $247.9 $57.5M - $63.4M
256K $63.2M
MLM
Martin Marietta Materials Inc

Basic Materials
40.3K
New
$546.36 - $631.12 $22M - $25.4M
40.3K $25.4M
WELL
Welltower Inc.

Real Estate
87.1K
New
$150.71 - $178.14 $13.1M - $15.5M
87.1K $15.5M
MO
Altria Group, Inc.

Consumer Defensive
225K
New
$57.75 - $67.68 $13M - $15.3M
225K $14.9M
SJM
J M Smucker CO

Consumer Defensive
128K
New
$102.24 - $113.2 $13.1M - $14.5M
128K $13.9M
KMI
Kinder Morgan, Inc.

Energy
477K
New
$26.23 - $28.5 $12.5M - $13.6M
477K $13.5M
PZZA
Papa Johns International Inc

Consumer Cyclical
271K
New
$40.08 - $50.41 $10.9M - $13.6M
271K $13M
CME
Cme Group Inc.

Financial Services
48K
New
$258.83 - $287.1 $12.4M - $13.8M
48K $13M
GIS
General Mills Inc

Consumer Defensive
253K
New
$48.44 - $53.83 $12.2M - $13.6M
253K $12.7M
MOS
Mosaic CO

Basic Materials
366K
New
$30.93 - $37.81 $11.3M - $13.8M
366K $12.7M
MCO
Moodys Corp

Financial Services
25.7K
New
$472.69 - $521.32 $12.1M - $13.4M
25.7K $12.2M
NDSN
Nordson Corp

Industrials
7.09K
New
$209.25 - $227.98 $1.48M - $1.62M
7.09K $1.61M
HOOD
Robinhood Markets, Inc.

Technology
6.87K
New
$91.27 - $143.18 $627K - $984K
6.87K $984K
QLD
Proshares Ultra Qqq

ETFs
3.33K
New
$115.66 - $138.31 $385K - $460K
3.33K $456K
ET
Energy Transfer LP

Energy
22.6K
New
$17.11 - $18.16 $386K - $410K
22.6K $387K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
2.73K
New
$132.9 - $142.03 $363K - $387K
2.73K $384K
VIG
Vanguard Dividend Appreciation

ETFs
2.04K
New
N/A
2.04K $371K
VTV
Vanguard Value ETF

ETFs
1.67K
New
$175.51 - $186.57 $293K - $312K
1.67K $311K
XLK
Technology Sector Spdr

ETFs
1.1K
New
$250.97 - $282.66 $275K - $310K
1.1K $308K
VGT
Vanguard Information Technolog

ETFs
427
New
$656.44 - $753.15 $280K - $322K
427 $307K
CMS
Cms Energy Corp

Utilities
4.19K
New
$69.37 - $74.67 $291K - $313K
4.19K $306K
TFC
Truist Financial Corp

Financial Services
6.64K
New
$42.83 - $47.07 $284K - $312K
6.64K $303K
INTC
Intel Corp

Technology
7.9K
New
$19.31 - $35.5 $153K - $280K
7.9K $265K
ENB
Enbridge Inc

Energy
4.84K
New
$43.79 - $50.46 $212K - $244K
4.84K $243K
ATO
Atmos Energy Corp

Utilities
1.42K
New
$151.51 - $170.75 $215K - $242K
1.42K $242K
SPYG
Spdr Portfolio

ETFs
2.31K
New
$94.33 - $105.31 $218K - $243K
2.31K $241K
SLV
I Shares Silver Trust

ETFs
5.05K
New
$32.73 - $42.5 $165K - $214K
5.05K $213K
NUE
Nucor Corp

Basic Materials
1.52K
New
$133.3 - $150.33 $202K - $228K
1.52K $205K
DTE
Dte Energy CO

Utilities
1.44K
New
$130.26 - $141.49 $188K - $204K
1.44K $203K
PSX
Phillips 66

Energy
1.47K
New
$118.37 - $139.46 $174K - $205K
1.47K $200K
BSET
Bassett Furniture Industries Inc

Consumer Cyclical
10.2K
New
$15.4 - $19.14 $158K - $196K
10.2K $159K
James Hardie Inds PLC
712K
New
N/A
712K $0
Calamos ETF Tr
401K
New
N/A
401K $0
Ssga Active Tr
697K
New
N/A
697K $0
Neos ETF Trust
151K
New
N/A
151K $0
Aim ETF Products Trust
3.15M
New
N/A
3.15M $0
Innovator Etfs Trust
1.18M
New
N/A
1.18M $0
Innovator Etfs Trust
467K
New
N/A
467K $0
UYLD
Angel Oak Fds Tr Ultrashort In
1.41M
New
N/A
1.41M $0
Innovator Etfs Trust
1.78M
New
N/A
1.78M $0
Activity Summary
Buys All Purchases 232 New Holdings 41 Increased Positions 191 Sells All Sells 118 Reductions 118 Sold out 0 Options Calls 0 Puts 0
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