Gradient Investments LLC Sells in Q4 2025

Gradient Investments LLC

  • $4.99 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
ORCL
Oracle Corp

Technology
-60.2K
- 85.82%
$217.57 - $313.0 $13.1M - $18.8M
9.94K $2.19M
NOC
Northrop Grumman Corp

Industrials
-25.5K
- 98.0%
$558.0 - $637.95 $14.2M - $16.3M
521 $293K
T
At&T Inc.

Communication Services
-441K
- 95.07%
$24.44 - $27.55 $10.8M - $12.2M
22.9K $583K
DIS
Walt Disney CO

Communication Services
-107K
- 93.77%
$105.69 - $116.65 $11.3M - $12.5M
7.13K $753K
HON
Honeywell International Inc

Industrials
-56.5K
- 93.24%
$194.07 - $220.67 $11M - $12.5M
4.09K $802K
JNJ
Johnson & Johnson

Healthcare
-75.7K
- 33.26%
$185.98 - $199.58 $14.1M - $15.1M
152K $30.3M
NEE
Nextera Energy Inc

Utilities
-177K
- 39.95%
$78.18 - $86.03 $13.8M - $15.2M
266K $22.8M
V
Visa Inc.

Financial Services
-23.1K
- 15.63%
$325.75 - $352.42 $7.53M - $8.15M
125K $40.7M
APH
Amphenol Corp

Technology
-80.4K
- 27.28%
$121.7 - $143.85 $9.79M - $11.6M
214K $28.7M
URI
United Rentals, Inc.

Industrials
-1.59K
- 3.87%
$806.61 - $1020.0 $1.28M - $1.62M
39.4K $31.8M
GOOG
Alphabet Inc.

Communication Services
-91.8K
- 18.74%
$237.49 - $291.74 $21.8M - $26.8M
398K $114M
SNPS
Synopsys Inc

Technology
-970
- 2.28%
$389.83 - $489.36 $378K - $475K
41.6K $16.2M
PWR
Quanta Services, Inc.

Industrials
-13.3K
- 18.89%
$412.21 - $453.83 $5.49M - $6.04M
57.2K $24.5M
NVDA
Nvidia Corp

Technology
-20.9K
- 2.64%
$179.83 - $207.04 $3.76M - $4.33M
772K $144M
GS
Goldman Sachs Group Inc

Financial Services
-2.26K
- 3.0%
$744.6 - $838.97 $1.68M - $1.89M
72.9K $56.5M
SPAB
Spdr Portfolio Aggregate Bond

ETFs
-90.8K
- 2.37%
$25.75 - $26.12 $2.34M - $2.37M
3.74M $96.6M
RTX
Raytheon Technologies Corp

Industrials
-16K
- 16.93%
$157.0 - $179.44 $2.51M - $2.87M
78.4K $13.8M
LUV
Southwest Airlines CO

Industrials
-74.8K
- 12.93%
$29.67 - $34.68 $2.22M - $2.59M
503K $16.5M
EXR
Extra Space Storage Inc.

Real Estate
-2.33K
- 1.33%
$130.5 - $152.09 $304K - $355K
173K $23M
GSY
Invesco Actively Mngd ETF Tr U

ETFs
-28.6K
- 1.99%
$50.2 - $50.36 $1.43M - $1.44M
1.41M $70.9M
WMT
Walmart Inc.

Consumer Defensive
-12.2K
- 2.9%
$101.18 - $109.03 $1.23M - $1.33M
409K $42.1M
ABBV
Abb Vie Inc.

Healthcare
-5.73K
- 7.45%
$211.96 - $244.38 $1.21M - $1.4M
71.2K $16.6M
PRU
Prudential Financial Inc

Financial Services
-14.9K
- 10.7%
$99.13 - $107.85 $1.48M - $1.61M
125K $13.3M
USB
Us Bancorp \De\

Financial Services
-5.24K
- 1.81%
$45.28 - $48.26 $237K - $253K
285K $12.9M
MS
Morgan Stanley

Financial Services
-7.31K
- 2.17%
$151.86 - $169.92 $1.11M - $1.24M
330K $52.6M
PFE
Pfizer Inc

Healthcare
-36.5K
- 22.77%
$24.23 - $27.37 $884K - $999K
124K $3.11M
XBJL
Innovator Etfs Tr Us Equity Ac
-23.7K
- 2.16%
$37.17 - $37.81 $882K - $897K
1.08M $40.4M
BAPR
Innovator U.S. Equity Buffer E

ETFs
-15.7K
- 76.24%
$46.57 - $47.36 $733K - $745K
4.9K $231K
BKR
Baker Hughes CO

Energy
-14.3K
- 3.04%
$44.47 - $49.08 $637K - $703K
457K $22.3M
SLB
Schlumberger Limited

Energy
-26.3K
- 22.41%
$31.72 - $37.61 $835K - $990K
91.2K $3.37M
OXY
Occidental Petroleum Corp

Energy
-9.01K
- 23.03%
$39.75 - $47.72 $358K - $430K
30.1K $1.29M
AEP
American Electric Power CO Inc

Utilities
-13.6K
- 10.28%
$112.75 - $122.73 $1.54M - $1.67M
119K $14.4M
LMT
Lockheed Martin Corp

Industrials
-114
- 0.94%
$452.1 - $514.24 $51.5K - $58.6K
12K $5.63M
TSLA
Tesla, Inc.

Consumer Cyclical
-120
- 1.37%
$401.99 - $468.37 $48.2K - $56.2K
8.66K $3.54M
TMO
Thermo Fisher Scientific Inc.

Healthcare
-1.27K
- 27.91%
$524.58 - $588.02 $666K - $746K
3.28K $1.86M
XBAP
Innovator ETF Tr Us Equity Acc
-8.06K
- 57.15%
$37.72 - $38.17 $304K - $308K
6.05K $230K
IBTG
Ishares Tr Ibonds Dec 2026 Ter

ETFs
-9.73K
- 5.38%
$22.88 - $22.95 $223K - $223K
171K $3.92M
DG
Dollar General Corp

Consumer Defensive
-2.31K
- 21.69%
$95.94 - $106.44 $222K - $246K
8.35K $870K
EXP
Eagle Materials Inc

Basic Materials
-317
- 5.91%
$202.06 - $241.84 $64.1K - $76.7K
5.04K $1.02M
FIVE
Five Below, Inc

Consumer Cyclical
-512
- 3.38%
$138.49 - $161.57 $70.9K - $82.7K
14.6K $2.15M
AXP
American Express CO

Financial Services
-590
- 27.47%
$316.26 - $372.77 $187K - $220K
1.56K $531K
DFUS
Dimensional ETF Tr U S Equity

ETFs
-2.88K
- 3.19%
$71.0 - $74.64 $204K - $215K
87.3K $6.36M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-1.16K
- 42.63%
$137.47 - $143.13 $160K - $166K
1.57K $220K
BLDR
Builders First Source, Inc.

Industrials
-283
- 3.93%
$103.44 - $129.54 $29.3K - $36.7K
6.91K $714K
BA
Boeing CO

Industrials
-154
- 2.89%
$191.81 - $225.32 $29.5K - $34.7K
5.18K $993K
SYY
Sysco Corp

Consumer Defensive
-503
- 3.25%
$72.9 - $83.27 $36.7K - $41.9K
15K $1.12M
ON
On Semiconductor Corp

Technology
-1.71K
- 6.98%
$45.74 - $55.08 $78.1K - $94.1K
22.7K $1.07M
WEC
Wec Energy Group, Inc.

Utilities
-1.01K
- 16.18%
$110.61 - $117.5 $112K - $119K
5.23K $580K
PM
Philip Morris International Inc.

Consumer Defensive
-700
- 24.65%
$144.33 - $160.86 $101K - $113K
2.14K $326K
Activity Summary
Buys All Purchases 237 New Holdings 21 Increased Positions 216 Sells All Sells 93 Reductions 93 Sold out 0 Options Calls 0 Puts 0
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