Gradient Investments LLC Sells in Q2 2025

Gradient Investments LLC

  • $4.41 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
XBOC
Innovator Etfs Tr Us Equity Ac

ETFs
-1.07M
- 98.82%
$27.12 - $31.85 $29.1M - $34.2M
12.8K $408K
XBJL
Innovator Etfs Tr Us Equity Ac
-954K
- 46.6%
$30.83 - $35.99 $29.4M - $34.3M
1.09M $39.3M
GPN
Global Payments Inc

Industrials
-162K
- 90.17%
$67.47 - $99.6 $10.9M - $16.1M
17.6K $1.41M
SLB
Schlumberger Limited

Energy
-222K
- 30.17%
$31.95 - $42.2 $7.1M - $9.38M
514K $17.4M
AXP
American Express CO

Financial Services
-45.5K
- 95.31%
$231.39 - $318.98 $10.5M - $14.5M
2.24K $714K
ARE
Alexandria Real Estate Equities, Inc.

Real Estate
-110K
- 85.43%
$67.83 - $92.33 $7.45M - $10.1M
18.7K $1.36M
PFE
Pfizer Inc

Healthcare
-351K
- 30.26%
$21.59 - $24.84 $7.58M - $8.72M
809K $19.6M
PG
Procter & Gamble CO

Consumer Defensive
-37.5K
- 14.82%
$157.66 - $172.39 $5.92M - $6.47M
216K $34.4M
COP
Conocophillips

Energy
-36.4K
- 13.12%
$82.66 - $106.1 $3.01M - $3.87M
241K $21.6M
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
-2.17K
- 1.15%
$90.21 - $112.66 $196K - $244K
186K $16.9M
ULST
Ssga Active ETF Tr Ssga Ultra

ETFs
-50.3K
- 2.72%
$40.41 - $40.68 $2.03M - $2.05M
1.8M $73.1M
TGT
Target Corp

Consumer Defensive
-3.68K
- 1.35%
$88.76 - $105.77 $326K - $389K
268K $26.4M
GSY
Invesco Actively Mngd ETF Tr U

ETFs
-36.7K
- 2.46%
$49.98 - $50.26 $1.83M - $1.85M
1.45M $72.8M
V
Visa Inc.

Financial Services
-6.19K
- 4.09%
$308.27 - $373.31 $1.91M - $2.31M
145K $51.5M
HD
Home Depot, Inc.

Consumer Cyclical
-3.77K
- 9.49%
$335.24 - $380.78 $1.26M - $1.44M
35.9K $13.2M
XEL
Xcel Energy Inc

Utilities
-3.02K
- 1.5%
$65.65 - $72.39 $198K - $218K
198K $13.5M
CB
Chubb LTD

Financial Services
-578
- 1.23%
$274.32 - $302.46 $159K - $175K
46.5K $13.5M
NOC
Northrop Grumman Corp

Industrials
-344
- 1.29%
$456.3 - $540.39 $157K - $186K
26.4K $13.2M
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
-9.49K
- 17.23%
$46.41 - $47.7 $440K - $453K
45.6K $2.17M
SPTL
Spdr Portfolio Long Term Treas

ETFs
-2.66K
- 0.44%
$25.48 - $27.78 $67.7K - $73.8K
601K $16M
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
-3.82K
- 0.89%
$59.8 - $60.07 $228K - $229K
423K $25.3M
EFIV
Spdr Ser Tr Spdr S&P 500 Esg E

Technology
-11.3K
- 17.0%
$47.24 - $58.55 $532K - $659K
55K $3.22M
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
-12.7K
- 15.4%
$33.46 - $41.33 $424K - $524K
69.7K $2.88M
JMBS
Janus Detroit Str Tr Henderson

ETFs
-1.58K
- 0.08%
$43.89 - $45.45 $69.1K - $71.6K
1.99M $89.6M
AFL
Aflac Inc

Financial Services
-1.78K
- 19.98%
$99.77 - $112.45 $178K - $200K
7.13K $752K
FTNT
Fortinet, Inc.

Technology
-4.61K
- 17.56%
$84.71 - $108.69 $391K - $501K
21.7K $2.29M
JUST
Goldman Sachs ETF Tr Just Us L

ETFs
-5.54K
- 18.57%
$70.34 - $87.93 $390K - $487K
24.3K $2.14M
CHK
Chesapeake Energy Corp

Energy
-2.36K
- 11.59%
N/A
18K $1.54M
DSI
Ishares Msci Kld 400 Social Et

ETFs
-7.67K
- 15.45%
$91.62 - $116.16 $702K - $891K
42K $4.87M
CRBN
Ishares Tr Msci Acwi Low Carbo

ETFs
-1.67K
- 17.97%
$170.2 - $211.82 $285K - $355K
7.64K $1.62M
INVH
Invitation Homes Inc.

Real Estate
-1.55K
- 2.97%
$30.53 - $35.47 $47.2K - $54.8K
50.5K $1.66M
CI
Cigna Corp

Healthcare
-653
- 1.62%
$301.89 - $340.04 $197K - $222K
39.6K $13.1M
SUSC
Ishares Tr Esg Aware Usd Corpo

ETFs
-6.28K
- 16.63%
$22.43 - $23.23 $141K - $146K
31.5K $731K
AMT
American Tower Corp

Real Estate
-1.54K
- 2.4%
$203.96 - $228.19 $313K - $351K
62.6K $13.8M
SHE
Spdr Ser Tr Ssga Gender Divers

ETFs
-1.52K
- 19.44%
$102.11 - $124.82 $156K - $190K
6.31K $787K
BMY
Bristol Myers Squibb CO

Healthcare
-74
- 1.36%
$44.12 - $59.6 $3.26K - $4.41K
5.38K $249K
FANG
Diamondback Energy, Inc.

Energy
-56
- 1.78%
$119.25 - $161.49 $6.68K - $9.04K
3.08K $423K
SHW
Sherwin Williams CO

Basic Materials
-134
- 3.98%
$313.51 - $363.51 $42K - $48.7K
3.24K $1.11M
CEF
Sprott Physical Gold & Silver Trust

Financial Services
-2.4K
- 24.41%
$26.18 - $30.91 $62.8K - $74.2K
7.43K $223K
FDX
Fedex Corp

Industrials
-89
- 4.93%
$198.07 - $245.17 $17.6K - $21.8K
1.72K $390K
EOG
Eog Resources Inc

Energy
-102
- 2.94%
$104.61 - $129.97 $10.7K - $13.3K
3.37K $403K
LLY
Eli Lilly & CO

Healthcare
-1
- 0.15%
$713.71 - $898.95 $714 - $899
669 $521K
WEC
Wec Energy Group, Inc.

Utilities
-1
- 0.02%
$102.24 - $109.76 $102 - $110
6.14K $639K
AR
Antero Resources Corp

Energy
-641
- 4.56%
$31.92 - $43.78 $20.5K - $28.1K
13.4K $540K
GE
General Electric CO

Industrials
-411
- 28.62%
$166.81 - $257.39 $68.6K - $106K
1.03K $263K
SPY
Spdr S&P 500 ETF Trust

ETFs
-115
- 12.38%
$496.48 - $617.85 $57.1K - $71.1K
814 $502K
PM
Philip Morris International Inc.

Consumer Defensive
-299
- 18.69%
$149.23 - $184.95 $44.6K - $55.3K
1.3K $236K
CL
Colgate Palmolive CO

Consumer Defensive
-76
- 2.26%
$87.57 - $96.0 $6.66K - $7.3K
3.29K $299K
CNQ
Canadian Natural Resources LTD

Energy
-746
- 3.88%
$25.14 - $34.01 $18.8K - $25.4K
18.5K $580K
Activity Summary
Buys All Purchases 240 New Holdings 55 Increased Positions 185 Sells All Sells 104 Reductions 104 Sold out 0 Options Calls 0 Puts 0
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