Gradient Capital Advisors, LLC Purchases in Q4 2024

Gradient Capital Advisors, LLC

  • $304 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
CEG
Constellation Energy Corp

Utilities
122
+ 11.98%
$224.28 - $285.52 $27.4K - $34.8K
1.14K $256K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
4
+ 0.06%
$113.92 - $127.38 $456 - $510
6.4K $737K
AVDV
American Centy ETF Tr Avantis

ETFs
1.54K
+ 7.41%
$63.85 - $70.4 $98.2K - $108K
22.3K $1.45M
SCHP
Schwab Strategic Us Tips ETF

ETFs
11.2K
+ 100.0%
$25.74 - $53.78 $289K - $604K
22.4K $579K
ABBV
Abb Vie Inc.

Healthcare
1
+ 0.08%
$164.99 - $203.87 $165 - $204
1.33K $235K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
203K
+ 198.92%
$27.54 - $83.04 $5.58M - $16.8M
305K $8.44M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
258
+ 1.73%
$26.63 - $30.23 $6.87K - $7.8K
15.1K $403K
MRK
Merck & Co., Inc.

Healthcare
97
+ 3.32%
$96.31 - $114.76 $9.34K - $11.1K
3.02K $300K
DISV
Dimensional ETF Tr Dimensional

ETFs
6.57K
+ 7.88%
$26.18 - $28.77 $172K - $189K
90K $2.39M
VEA
Vanguard Ftse Developed Market

ETFs
9.07K
+ 9.65%
$47.57 - $52.44 $431K - $476K
103K $4.93M
INTC
Intel Corp

Technology
85
+ 0.67%
$19.07 - $26.23 $1.62K - $2.23K
12.8K $256K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
37
+ 0.45%
$442.29 - $483.08 $16.4K - $17.9K
8.29K $3.76M
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
13.4K
+ 6.65%
$26.16 - $28.82 $350K - $385K
214K $5.62M
DFAX
Dimensional ETF Tr
7.85K
+ 6.83%
$24.76 - $27.04 $194K - $212K
123K $3.05M
DFAE
Dimensional ETF Tr

ETFs
3.15K
+ 4.83%
$25.36 - $28.15 $79.9K - $88.7K
68.5K $1.74M
SCHA
Schwab Strategic Tr Us Small C

ETFs
18.6K
+ 86.26%
$25.33 - $51.16 $470K - $949K
40.1K $1.04M
SCHV
Schwab Strategic Tr Us Large C

ETFs
29.1K
+ 189.4%
$25.79 - $80.4 $751K - $2.34M
44.5K $1.16M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
15.8K
+ 85.3%
$22.63 - $47.53 $357K - $750K
34.3K $778K
VEU
Vanguard Ftse All World Ex Us

ETFs
129
+ 0.66%
$57.29 - $63.1 $7.39K - $8.14K
19.6K $1.12M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
86.8K
+ 200.57%
$26.93 - $84.95 $2.34M - $7.38M
130K $3.56M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
1.42K
+ 2.22%
$58.88 - $64.8 $83.7K - $92.1K
65.5K $3.86M
DFAR
Dimensional ETF Tr Dimensional

ETFs
5.39K
+ 3.02%
$22.72 - $25.76 $123K - $139K
184K $4.29M
VNQI
Vanguard Global Ex U.S. Real

ETFs
4.4K
+ 6.79%
$39.22 - $47.52 $173K - $209K
69.3K $2.74M
AMD
Advanced Micro Devices Inc

Technology
228
+ 2.31%
$118.88 - $172.8 $27.1K - $39.4K
10.1K $1.22M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
18.4K
+ 5.83%
$34.13 - $37.35 $629K - $688K
334K $11.4M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
244K
+ 99.78%
$18.41 - $40.87 $4.48M - $9.96M
488K $9.02M
Activity Summary
Buys All Purchases 77 New Holdings 6 Increased Positions 71 Sells All Sells 57 Reductions 57 Sold out 0 Options Calls 0 Puts 0
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