Gradient Investments LLC Sells in Q2 2025

Gradient Investments LLC

  • $4.41 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
PFF
Ishares Trust Ishares Pfd And

ETFs
-100
- 1.03%
$29.0 - $30.68 $2.9K - $3.07K
9.6K $294K
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
-6.66K
- 1.61%
$51.1 - $53.29 $340K - $355K
407K $21.7M
WMB
Williams Companies, Inc.

Energy
-449
- 5.34%
$54.33 - $62.87 $24.4K - $28.2K
7.96K $499K
VERU
Veru Inc.

Healthcare
-6.43K
- 27.01%
$0.49 - $0.7 $3.15K - $4.5K
17.4K $10K
Janus Detroit Str Tr
-7.77K
- 63.98%
N/A
4.38K $0
Doubleline ETF Trust
-2.25K
- 0.76%
N/A
293K $0
AZBO
Aim ETF Prods Tr Allianzim Us

ETFs
-1.49M
- 59.08%
N/A
1.03M $0
CSHI
Shp ETF Tr Neos Enhanced Incom
-2.92K
- 0.68%
N/A
430K $0
IGTR
Innovator Etfs Tr Gradient Tac
-505K
- 17.0%
N/A
2.47M $0
Innovator Etfs Trust
-10.4K
- 1.1%
N/A
933K $0
SPHB
Invesco ETF Tr Ii S&P 500 High

ETFs
-755
- 19.23%
$67.28 - $97.53 $50.8K - $73.6K
3.17K $309K
LNG
Cheniere Energy, Inc.

Energy
-111
- 4.77%
$197.25 - $244.33 $21.9K - $27.1K
2.22K $540K
CMA
Comerica Inc

Financial Services
-6
- 0.12%
$50.42 - $59.65 $303 - $358
5.03K $299K
SPTS
Spdr Portfolio Short Term Trea

ETFs
-628
- 0.11%
$29.07 - $29.38 $18.3K - $18.5K
590K $17.3M
MCK
Mckesson Corp

Healthcare
-1
- 0.24%
$652.83 - $732.78 $653 - $733
410 $300K
MEC
Mayville Engineering Company, Inc.

Industrials
-875
- 3.9%
$11.86 - $16.34 $10.4K - $14.3K
21.6K $344K
MGK
Vanguard Mega Cap Growth ETF

ETFs
-3
- 0.44%
$273.67 - $366.17 $821 - $1.1K
677 $247K
BA
Boeing CO

Industrials
-787
- 14.28%
$136.59 - $217.51 $107K - $171K
4.73K $990K
MPC
Marathon Petroleum Corp

Energy
-107
- 2.96%
$118.55 - $170.08 $12.7K - $18.2K
3.51K $582K
CAT
Caterpillar Inc

Industrials
-6
- 0.55%
$273.94 - $388.21 $1.64K - $2.33K
1.09K $423K
ARKX
Ark ETF Tr Ark Space Expl & In

ETFs
-7
- 0.07%
$16.01 - $24.16 $112 - $169
10.2K $245K
LPLA
Lpl Financial Holdings Inc.

Financial Services
-595
- 9.18%
$283.31 - $388.96 $169K - $231K
5.89K $2.21M
AMD
Advanced Micro Devices Inc

Technology
-174
- 5.5%
$78.21 - $143.81 $13.6K - $25K
2.99K $423K
IAU
Ishares Gold Trust

ETFs
-3.17K
- 3.45%
$56.1 - $64.74 $178K - $205K
88.7K $5.53M
CATH
Global X Fds Global X S&P 500

ETFs
-34
- 0.2%
$59.85 - $75.45 $2.03K - $2.57K
16.9K $1.28M
DT
Dynatrace, Inc.

Technology
-454
- 1.39%
$41.21 - $55.9 $18.7K - $25.4K
32.3K $1.78M
HQY
Healthequity, Inc.

Healthcare
-895
- 4.35%
$76.77 - $113.06 $68.7K - $101K
19.7K $2.06M
PLTR
Palantir Technologies Inc.

Technology
-45
- 0.8%
$74.01 - $144.25 $3.33K - $6.49K
5.58K $760K
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
-119
- 2.79%
$328.01 - $475.68 $39K - $56.6K
4.14K $1.94M
COST
Costco Wholesale Corp

Consumer Defensive
-717
- 2.84%
$908.13 - $1056.85 $651K - $758K
24.5K $24.3M
ICE
Intercontinental Exchange, Inc.

Financial Services
-1.33K
- 1.6%
$151.62 - $183.47 $201K - $243K
81.5K $15M
BSX
Boston Scientific Corp

Healthcare
-5.96K
- 2.66%
$89.7 - $107.41 $535K - $640K
218K $23.5M
RTX
Raytheon Technologies Corp

Industrials
-2.33K
- 2.09%
$113.75 - $148.48 $265K - $346K
109K $15.9M
HON
Honeywell International Inc

Industrials
-503
- 0.82%
$182.86 - $232.88 $92K - $117K
61K $14.2M
INTU
Intuit Inc

Technology
-6.15K
- 17.63%
$544.07 - $787.63 $3.35M - $4.84M
28.7K $22.6M
PYPL
Pay Pal Holdings, Inc.

Financial Services
-23.3K
- 6.71%
$57.41 - $74.81 $1.34M - $1.74M
324K $24.1M
NYT
New York Times CO

Communication Services
-4.53K
- 1.7%
$45.37 - $57.12 $206K - $259K
262K $14.7M
ARES
Ares Management Corp

Financial Services
-594
- 0.72%
$118.04 - $175.83 $70.1K - $104K
82.4K $14.3M
AZEK
Azek CO Inc.

Industrials
-4.14K
- 0.83%
$43.39 - $54.86 $180K - $227K
497K $27M
LHX
L3 Harris Technologies, Inc.

Industrials
-839
- 1.46%
$200.21 - $256.99 $168K - $216K
56.8K $14.2M
CAH
Cardinal Health Inc

Healthcare
-5.51K
- 4.96%
$125.0 - $168.0 $689K - $926K
106K $17.7M
BAC
Bank Of America Corp

Financial Services
-22.9K
- 3.29%
$34.39 - $47.46 $788K - $1.09M
674K $31.9M
WMT
Walmart Inc.

Consumer Defensive
-11.2K
- 2.75%
$81.79 - $99.98 $918K - $1.12M
397K $38.8M
DXCM
Dexcom Inc

Healthcare
-11.6K
- 4.12%
$59.83 - $87.57 $693K - $1.01M
270K $23.5M
NOW
Service Now, Inc.

Technology
-1.34K
- 5.17%
$721.65 - $1040.18 $964K - $1.39M
24.5K $25.2M
ORCL
Oracle Corp

Technology
-67
- 0.09%
$122.82 - $218.63 $8.23K - $14.6K
76.7K $16.8M
PWR
Quanta Services, Inc.

Industrials
-5.3K
- 7.36%
$239.47 - $381.26 $1.27M - $2.02M
66.7K $25.2M
APH
Amphenol Corp

Technology
-38.9K
- 11.91%
$59.09 - $98.75 $2.3M - $3.84M
288K $28.4M
MS
Morgan Stanley

Financial Services
-4.8K
- 1.43%
$99.83 - $140.86 $479K - $676K
331K $46.7M
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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