Gradient Investments LLC Reduced Holdings in Q1 2025

Gradient Investments LLC

  • $3.96 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-1.31M
- 27.51%
$64.88 - $72.1 $84.9M - $94.3M
3.45M $225M
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
-1.01M
- 70.9%
$50.82 - $52.7 $51.2M - $53.1M
413K $21.7M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-1.52M
- 41.98%
$33.84 - $37.77 $51.5M - $57.5M
2.11M $77.3M
XBJL
Innovator Etfs Tr Us Equity Ac
-1.11M
- 35.1%
$33.37 - $34.93 $36.9M - $38.7M
2.05M $69.1M
BBRE
Jp Morgan ETF Tr Betabuilders

ETFs
-281K
- 99.18%
$90.18 - $98.47 $25.4M - $27.7M
2.34K $218K
AMD
Advanced Micro Devices Inc

Technology
-126K
- 97.56%
$96.63 - $129.55 $12.2M - $16.4M
3.16K $324K
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
-108K
- 20.12%
$59.78 - $60.03 $6.43M - $6.46M
427K $25.6M
SPAB
Spdr Portfolio Aggregate Bond

ETFs
-281K
- 6.46%
$24.73 - $25.62 $6.95M - $7.2M
4.07M $104M
SPTL
Spdr Portfolio Long Term Treas

ETFs
-194K
- 24.36%
$25.54 - $27.64 $4.96M - $5.37M
603K $16.3M
ARKW
Ark Next Generation Internet E

ETFs
-26K
- 18.01%
$91.59 - $125.64 $2.38M - $3.27M
118K $11.4M
ARES
Ares Management Corp

Financial Services
-546
- 0.65%
$140.19 - $198.28 $76.5K - $108K
83K $12.2M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
-33.3K
- 3.06%
$50.48 - $51.04 $1.68M - $1.7M
1.05M $53.3M
AXP
American Express CO

Financial Services
-499
- 1.03%
$255.39 - $325.87 $127K - $163K
47.8K $12.9M
NYT
New York Times CO

Communication Services
-2.78K
- 1.03%
$46.9 - $55.89 $130K - $155K
267K $13.1M
HON
Honeywell International Inc

Industrials
-343
- 0.55%
$202.75 - $226.52 $69.5K - $77.7K
61.5K $13M
LULU
Lululemon Athletica Inc.

Consumer Cyclical
-530
- 9.43%
$283.06 - $421.16 $150K - $223K
5.09K $1.44M
DSI
Ishares Msci Kld 400 Social Et

ETFs
-2.43K
- 4.66%
$101.98 - $115.66 $247K - $281K
49.6K $5.06M
ARE
Alexandria Real Estate Equities, Inc.

Real Estate
-140
- 0.11%
$92.51 - $102.81 $13K - $14.4K
129K $11.9M
IBTF
Ishares Tr Ibonds Dec 2025 Ter

ETFs
-24.9K
- 11.2%
$23.29 - $23.38 $581K - $583K
198K $4.62M
SAIA
Saia Inc

Industrials
-361
- 8.08%
$349.29 - $508.47 $126K - $184K
4.11K $1.47M
IBTG
Ishares Tr Ibonds Dec 2026 Ter

ETFs
-24.6K
- 11.31%
$22.77 - $22.94 $561K - $565K
193K $4.43M
FIVE
Five Below, Inc

Consumer Cyclical
-734
- 4.62%
$72.25 - $103.2 $53K - $75.7K
15.1K $1.13M
IPG
Interpublic Group Of Companies, Inc.

Communication Services
-3.28K
- 0.67%
$25.93 - $29.28 $85.1K - $96.1K
484K $13.1M
SYY
Sysco Corp

Consumer Defensive
-2.72K
- 1.54%
$70.0 - $77.13 $190K - $210K
173K $13M
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
-331
- 7.21%
$314.47 - $431.35 $104K - $143K
4.26K $1.56M
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
-3.34K
- 3.9%
$37.84 - $44.02 $127K - $147K
82.4K $3.17M
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
-20.4K
- 10.59%
$20.64 - $20.73 $421K - $423K
172K $3.56M
HQY
Healthequity, Inc.

Healthcare
-2.42K
- 10.5%
$84.32 - $114.51 $204K - $277K
20.6K $1.79M
EFIV
Spdr Ser Tr Spdr S&P 500 Esg E

Technology
-3.31K
- 4.77%
$52.53 - $58.51 $174K - $194K
66.2K $3.51M
DT
Dynatrace, Inc.

Technology
-3.09K
- 8.63%
$47.15 - $62.42 $146K - $193K
32.7K $1.54M
SPY
Spdr S&P 500 ETF Trust

ETFs
-593
- 38.96%
$551.42 - $612.93 $327K - $363K
929 $519K
SNAP
Snap Inc

Communication Services
-7.65K
- 5.38%
$8.37 - $12.57 $64K - $96.1K
134K $1.17M
FTNT
Fortinet, Inc.

Technology
-3.46K
- 11.63%
$92.49 - $114.57 $320K - $396K
26.3K $2.53M
JUST
Goldman Sachs ETF Tr Just Us L

ETFs
-1.66K
- 5.27%
$78.45 - $87.45 $130K - $145K
29.8K $2.36M
PEP
Pepsico Inc

Consumer Defensive
-433
- 0.48%
$142.64 - $156.42 $61.8K - $67.7K
89.8K $13.5M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
-592
- 2.66%
$47.79 - $59.89 $28.3K - $35.5K
21.7K $1.09M
LPLA
Lpl Financial Holdings Inc.

Financial Services
-779
- 10.73%
$308.87 - $383.33 $241K - $299K
6.48K $2.12M
CHK
Chesapeake Energy Corp

Energy
-2.31K
- 10.19%
N/A
20.3K $1.74M
IBTH
Ishares Tr Ibonds Dec 2027 Ter

ETFs
-8.92K
- 14.54%
$22.11 - $22.43 $197K - $200K
52.4K $1.18M
PPLT
Abrdn Platinum ETF Trust

ETFs
-1.82K
- 4.18%
N/A
41.8K $3.76M
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
-4.2K
- 7.09%
$45.92 - $47.58 $193K - $200K
55.1K $2.61M
PFEB
Innovator U.S. Equity Power Bu

ETFs
-3.04K
- 25.25%
$35.54 - $37.44 $108K - $114K
8.99K $321K
CRBN
Ishares Tr Msci Acwi Low Carbo

ETFs
-473
- 4.83%
$189.39 - $204.09 $89.6K - $96.5K
9.31K $1.78M
ARCC
Ares Capital Corp

Financial Services
-4.93K
- 24.04%
$21.28 - $23.81 $105K - $117K
15.6K $345K
FDX
Fedex Corp

Industrials
-63
- 3.37%
$230.33 - $281.53 $14.5K - $17.7K
1.81K $440K
BSJQ
Invesco Etsf Fd Tr Bulletshare

ETFs
-3.43K
- 9.63%
$23.19 - $23.5 $79.6K - $80.7K
32.2K $746K
FANG
Diamondback Energy, Inc.

Energy
-370
- 10.55%
$139.9 - $180.18 $51.8K - $66.7K
3.14K $501K
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
-1.2K
- 29.72%
$68.32 - $75.06 $81.7K - $89.8K
2.83K $208K
BSJP
Invesco Et Sf Idxd Fd Tr Bulle

ETFs
-2.98K
- 9.0%
$23.03 - $23.17 $68.6K - $69K
30.1K $693K
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
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