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
SHE
Spdr Ser Tr Ssga Gender Divers

ETFs
-433
- 5.24%
$111.29 - $123.42 $48.2K - $53.4K
7.84K $888K
CATH
Global X Fds Global X S&P 500

ETFs
-21
- 0.12%
$66.14 - $74.2 $1.39K - $1.56K
16.9K $1.13M
C
Citigroup Inc

Financial Services
-926
- 16.74%
$67.23 - $84.63 $62.3K - $78.4K
4.61K $326K
CAT
Caterpillar Inc

Industrials
-70
- 5.99%
$326.75 - $407.63 $22.9K - $28.5K
1.1K $362K
CNQ
Canadian Natural Resources LTD

Energy
-1.75K
- 8.32%
$26.72 - $32.74 $46.6K - $57.1K
19.2K $592K
LNG
Cheniere Energy, Inc.

Energy
-431
- 15.62%
$209.32 - $253.66 $90.2K - $109K
2.33K $538K
MPC
Marathon Petroleum Corp

Energy
-526
- 12.71%
$134.72 - $159.03 $70.9K - $83.6K
3.61K $526K
WMB
Williams Companies, Inc.

Energy
-1.77K
- 17.41%
$54.02 - $61.09 $95.8K - $108K
8.41K $502K
SUSC
Ishares Tr Esg Aware Usd Corpo

ETFs
-2.47K
- 6.14%
$22.42 - $23.22 $55.4K - $57.4K
37.8K $869K
XLF
Financial Sector Spdr

ETFs
-1.06K
- 14.33%
$47.32 - $52.19 $49.9K - $55.1K
6.31K $310K
BSJR
Invesco Indx Tr

ETFs
-1.54K
- 14.24%
$22.4 - $22.69 $34.5K - $34.9K
9.27K $207K
FFIV
F5, Inc.

Technology
-629
- 6.86%
$251.75 - $310.6 $158K - $195K
8.54K $2.27M
EOG
Eog Resources Inc

Energy
-399
- 10.3%
$120.54 - $138.05 $48.1K - $55.1K
3.47K $445K
ITOT
Ishares Core S&P Total U.S. St

ETFs
-99
- 5.6%
$120.29 - $134.6 $11.9K - $13.3K
1.67K $202K
VLO
Valero Energy Corp

Energy
-432
- 9.35%
$121.76 - $142.99 $52.6K - $61.8K
4.19K $552K
CMA
Comerica Inc

Financial Services
-1
- 0.02%
$56.11 - $68.38 $56.1 - $68.4
5.03K $297K
AR
Antero Resources Corp

Energy
-2.53K
- 15.26%
$33.64 - $41.42 $85.1K - $105K
14.1K $568K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-843
- 1.8%
$27.01 - $28.54 $22.8K - $24.1K
46K $1.27M
ADP
Automatic Data Processing Inc

Industrials
-58
- 7.62%
$286.85 - $318.64 $16.6K - $18.5K
703 $214K
WFC
Wells Fargo & Company

Financial Services
-320
- 2.26%
$66.78 - $81.42 $21.4K - $26.1K
13.8K $993K
AZBO
Aim ETF Prods Tr Allianzim Us

ETFs
-227K
- 8.25%
N/A
2.52M $0
IGTR
Innovator Etfs Tr Gradient Tac
-1.71M
- 36.56%
N/A
2.97M $0
Innovator Etfs Trust
-1.02M
- 51.85%
N/A
944K $0
Bondbloxx ETF Trust
-36.3K
- 4.67%
N/A
742K $0
J P Morgan Exchange Traded F
-402K
- 33.91%
N/A
783K $0
CSHI
Shp ETF Tr Neos Enhanced Incom
-96.7K
- 18.27%
N/A
433K $0
Angel Oak Funds Trust
-177K
- 3.86%
N/A
4.4M $0
Pimco ETF Tr
-101K
- 9.21%
N/A
999K $0
Ssga Active Tr
-16.6K
- 10.56%
N/A
141K $0
Janus Detroit Str Tr
-1.6M
- 99.25%
N/A
12.1K $0
Ssga Active Tr
-6.48K
- 14.34%
N/A
38.7K $0
GBUY
Goldman Sachs ETF Tr Future CO
-498K
- 98.58%
N/A
7.19K $0
Kenvue Inc
-15.3K
- 2.55%
N/A
583K $0
Doubleline ETF Trust
-144K
- 32.71%
N/A
296K $0
Doubleline ETF Trust
-489K
- 21.63%
N/A
1.77M $0
Ea Series Trust
-70.4K
- 80.66%
N/A
16.9K $0
SPYI
Shp ETF Tr Neos S&P 500 High I
-563K
- 25.53%
N/A
1.64M $0
SPIB
Spdr Portfolio Intermediate Te

ETFs
-52
- 0.31%
$32.5 - $33.3 $1.69K - $1.73K
16.6K $550K
NNN
National Retail Properties, Inc.

Real Estate
-4
- 0.08%
$38.0 - $43.19 $152 - $173
4.93K $210K
INVH
Invitation Homes Inc.

Real Estate
-4.33K
- 7.68%
$30.28 - $34.85 $131K - $151K
52.1K $1.81M
SU
Suncor Energy Inc

Energy
-2.32K
- 6.93%
$34.27 - $40.63 $79.5K - $94.2K
31.1K $1.21M
BMY
Bristol Myers Squibb CO

Healthcare
-189
- 3.35%
$53.9 - $63.11 $10.2K - $11.9K
5.46K $332K
SHW
Sherwin Williams CO

Basic Materials
-47
- 1.38%
$330.16 - $365.55 $15.5K - $17.2K
3.37K $1.18M
PALL
Abrdn Palladium ETF Trust

ETFs
-527
- 1.39%
$83.55 - $92.52 $44K - $48.8K
37.4K $3.33M
XEL
Xcel Energy Inc

Utilities
-6.04K
- 2.92%
$63.37 - $72.1 $383K - $435K
201K $14.2M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
-181
- 7.17%
$1187.71 - $1432.58 $215K - $259K
2.34K $3.36M
CB
Chubb LTD

Financial Services
-1.94K
- 3.96%
$257.71 - $301.99 $500K - $586K
47.1K $14.2M
NOC
Northrop Grumman Corp

Industrials
-847
- 3.07%
$433.45 - $513.82 $367K - $435K
26.7K $13.7M
SIVR
Abrdn Silver ETF Trust

ETFs
-11.2K
- 4.38%
$28.07 - $32.82 $313K - $366K
244K $7.92M
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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