Gradient Investments LLC New Holdings in Q1 2025

Gradient Investments LLC

  • $3.96 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
RECS
Columbia ETF Tr I

ETFs
2.01M
New
$32.64 - $36.08 $65.5M - $72.5M
2.01M $66.3M
BBUS
J P Morgan Exchg Traded Fd

ETFs
564K
New
$99.5 - $110.97 $56.1M - $62.6M
564K $56.6M
RSP
Invesco S&P 500 Equal Weight E

ETFs
158K
New
$169.43 - $182.84 $26.8M - $29M
158K $27.2M
SPTS
Spdr Portfolio Short Term Trea

ETFs
591K
New
$28.92 - $29.22 $17.1M - $17.3M
591K $17.3M
TOLZ
Dj Brookfield Global

ETFs
270K
New
$48.2 - $52.75 $13M - $14.2M
270K $14.2M
IETC
Ishares U S ETF Tr

ETFs
107K
New
$75.19 - $89.98 $8.01M - $9.59M
107K $8.01M
LOUP
Innovator Etfs Tr Loup Frontie

ETFs
164K
New
$45.41 - $60.95 $7.46M - $10M
164K $7.58M
MUB
Ishares National Muni Bond ETF

ETFs
65K
New
$104.71 - $107.69 $6.81M - $7M
65K $6.84M
AVUS
American Centy ETF Tr Avantis

ETFs
45.4K
New
$90.7 - $101.57 $4.12M - $4.61M
45.4K $4.17M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
49.2K
New
$50.72 - $50.92 $2.5M - $2.51M
49.2K $2.5M
BRK-A
Berkshire Hathaway Inc

Financial Services
1
New
$663000.0 - $801950.0 $663K - $802K
1 $798K
SPMD
Spdr Portfolio

ETFs
15.6K
New
$50.21 - $57.73 $781K - $898K
15.6K $793K
BBSC
Jp Morgan Exc Trd Tr Betabuild
12.4K
New
$59.8 - $70.98 $741K - $880K
12.4K $751K
SCHX
Schwab Strategic Tr Us Large C

ETFs
24.5K
New
$21.75 - $24.28 $532K - $594K
24.5K $537K
PLTR
Palantir Technologies Inc.

Technology
5.62K
New
$64.98 - $124.62 $365K - $701K
5.62K $474K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
8.39K
New
$40.03 - $46.81 $336K - $393K
8.39K $340K
GE
General Electric CO

Industrials
1.44K
New
$168.59 - $212.13 $242K - $305K
1.44K $287K
PM
Philip Morris International Inc.

Consumer Defensive
1.6K
New
$117.15 - $158.79 $187K - $254K
1.6K $253K
EVRG
Evergy, Inc.

Utilities
3.66K
New
$59.9 - $69.52 $219K - $255K
3.66K $252K
SRLN
Ssga Active Trust

ETFs
5.78K
New
$41.02 - $41.99 $237K - $242K
5.78K $237K
ALL
Allstate Corp

Financial Services
1.14K
New
$180.99 - $210.18 $207K - $240K
1.14K $236K
CTAS
Cintas Corp

Industrials
1.12K
New
$182.09 - $208.14 $203K - $232K
1.12K $229K
QCOM
Qualcomm Inc

Technology
1.49K
New
$151.94 - $175.86 $226K - $262K
1.49K $228K
AEP
American Electric Power CO Inc

Utilities
1.99K
New
$90.32 - $109.27 $180K - $218K
1.99K $217K
XLY
Select Sector Spdr Consumer Di

ETFs
1.05K
New
$192.6 - $233.2 $202K - $244K
1.05K $206K
CPK
Chesapeake Utilities Corp

Utilities
1.61K
New
$116.55 - $130.37 $187K - $209K
1.61K $205K
VEU
Vanguard Ftse All World Ex Us

ETFs
3.35K
New
$56.51 - $62.98 $189K - $211K
3.35K $204K
VZ
Verizon Communications Inc

Communication Services
4.42K
New
$37.81 - $46.49 $167K - $206K
4.42K $200K
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
2.96K
New
$67.03 - $74.61 $199K - $221K
2.96K $200K
ARKX
Ark ETF Tr Ark Space Expl & In

ETFs
10.2K
New
$17.8 - $21.48 $181K - $219K
10.2K $183K
Global X Fds
12K
New
N/A
12K $0
Bondbloxx ETF Trust
519K
New
N/A
519K $0
QTUM
ETF Ser Solutions Defiance Qua
109K
New
N/A
109K $0
Choiceone Finl Svcs Inc
9.32K
New
N/A
9.32K $0
Doubleline ETF Trust
922K
New
N/A
922K $0
Cohen & Steers ETF Trust
576K
New
N/A
576K $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