Gradient Investments LLC Incresed Positions in Q4 2024

Gradient Investments LLC

  • $3.78 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
1.46M
+ 44.34%
$66.77 - $71.52 $97.5M - $104M
4.76M $328M
XBJL
Innovator Etfs Tr Us Equity Ac
1.04M
+ 49.31%
$33.29 - $34.41 $34.7M - $35.8M
3.15M $108M
AMZN
Amazon Com Inc

Consumer Cyclical
42.1K
+ 9.53%
$180.88 - $232.93 $7.62M - $9.81M
484K $106M
AZEK
Azek CO Inc.

Industrials
366K
+ 834.88%
$42.23 - $54.76 $15.5M - $20.1M
410K $19.5M
MSFT
Microsoft Corp

Technology
44.3K
+ 22.71%
$406.35 - $454.46 $18M - $20.1M
240K $101M
NVDA
Nvidia Corp

Technology
50.9K
+ 8.45%
$117.0 - $148.88 $5.95M - $7.57M
653K $87.6M
V
Visa Inc.

Financial Services
27.7K
+ 22.88%
$273.87 - $320.91 $7.58M - $8.88M
149K $47M
PEP
Pepsico Inc

Consumer Defensive
86.5K
+ 2263.35%
$151.29 - $176.1 $13.1M - $15.2M
90.3K $13.7M
AVGO
Broadcom Inc.

Technology
8.95K
+ 5.6%
$159.67 - $250.0 $1.43M - $2.24M
169K $39.2M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
185K
+ 20.57%
$50.62 - $50.97 $9.38M - $9.44M
1.09M $55.1M
CRPT
First Tr ETF Fd Viii Skybridge
182K
+ 25.84%
$11.77 - $22.57 $2.14M - $4.1M
885K $14.8M
ARKW
Ark Next Generation Internet E

ETFs
26.3K
+ 22.27%
$82.66 - $120.04 $2.17M - $3.16M
144K $15.6M
NFLX
Netflix Inc

Communication Services
1.05K
+ 4.31%
$687.65 - $936.56 $719K - $980K
25.3K $22.6M
META
Meta Platforms, Inc.

Communication Services
5.58K
+ 5.34%
$554.08 - $632.68 $3.09M - $3.53M
110K $64.9M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
42.1K
+ 22.48%
$91.29 - $91.8 $3.85M - $3.87M
230K $21M
BLOK
Amplify ETF Tr Trnsformational

ETFs
57.9K
+ 27.4%
$36.5 - $53.22 $2.11M - $3.08M
269K $11.6M
IBTG
Ishares Tr Ibonds Dec 2026 Ter

ETFs
160K
+ 274.9%
$22.72 - $23.0 $3.63M - $3.67M
218K $4.97M
TGT
Target Corp

Consumer Defensive
51.8K
+ 30.6%
$121.59 - $160.69 $6.3M - $8.32M
221K $29.9M
PFE
Pfizer Inc

Healthcare
183K
+ 19.8%
$24.8 - $30.19 $4.55M - $5.54M
1.11M $29.4M
COP
Conocophillips

Energy
34.6K
+ 17.12%
$95.12 - $114.72 $3.29M - $3.97M
237K $23.5M
TSLA
Tesla, Inc.

Consumer Cyclical
1.05K
+ 9.06%
$213.65 - $479.86 $224K - $503K
12.6K $5.09M
INTU
Intuit Inc

Technology
2.96K
+ 11.29%
$602.01 - $706.25 $1.78M - $2.09M
29.2K $18.3M
WCN
Waste Connections, Inc.

Industrials
14.7K
+ 21.53%
$171.06 - $193.25 $2.52M - $2.84M
83.1K $14.3M
SIVR
Abrdn Silver ETF Trust

ETFs
82K
+ 47.45%
$27.61 - $33.22 $2.26M - $2.72M
255K $7.04M
ROBT
First Tr Exchange Traded Fd Vi

ETFs
38.1K
+ 43.36%
$42.89 - $48.05 $1.64M - $1.83M
126K $5.68M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
40.3K
+ 11.74%
$51.54 - $52.55 $2.08M - $2.12M
383K $19.8M
JMBS
Janus Detroit Str Tr Henderson

ETFs
119K
+ 8.34%
$44.03 - $46.65 $5.24M - $5.55M
1.54M $68.3M
PG
Procter & Gamble CO

Consumer Defensive
16.9K
+ 7.77%
$161.05 - $179.7 $2.73M - $3.04M
235K $39.4M
ETN
Eaton Corp PLC

Industrials
4.8K
+ 9.81%
$326.96 - $377.52 $1.57M - $1.81M
53.8K $17.8M
CVX
Chevron Corp

Energy
15K
+ 5.89%
$141.15 - $162.53 $2.12M - $2.44M
270K $39M
SLB
Schlumberger Limited

Energy
92.5K
+ 15.52%
$36.83 - $45.59 $3.41M - $4.22M
689K $26.4M
GSY
Invesco Actively Mngd ETF Tr U

ETFs
26.4K
+ 1.91%
$50.0 - $50.27 $1.32M - $1.33M
1.41M $70.4M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
3.19K
+ 5.04%
$442.29 - $483.08 $1.41M - $1.54M
66.4K $30.1M
QUAL
Ishares Msci Usa Quality Facto

ETFs
7.46K
+ 2.24%
$176.42 - $186.91 $1.32M - $1.39M
340K $60.5M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
355K
+ 10.85%
$34.13 - $37.35 $12.1M - $13.3M
3.63M $124M
ULST
Ssga Active ETF Tr Ssga Ultra

ETFs
37K
+ 2.16%
$40.34 - $40.62 $1.49M - $1.5M
1.75M $70.5M
GLDM
World Gold Trust

ETFs
18.3K
+ 2.04%
$50.76 - $55.23 $931K - $1.01M
919K $47.8M
CLOI
Vaneck ETF Tr

ETFs
16.5K
+ 6.8%
$52.7 - $53.15 $868K - $875K
259K $13.6M
PANW
Palo Alto Networks Inc

Technology
61K
+ 94.48%
$181.96 - $405.9 $11.1M - $24.8M
126K $22.8M
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
8.79K
+ 5.49%
$101.77 - $113.02 $894K - $993K
169K $17.8M
TT
Trane Technologies PLC

Industrials
1.59K
+ 78.4%
$369.35 - $419.14 $586K - $665K
3.61K $1.33M
WEN
Wendy'S CO

Consumer Cyclical
80.1K
+ 11.56%
$16.26 - $20.42 $1.3M - $1.63M
773K $12.6M
SPY
Spdr S&P 500 ETF Trust

ETFs
517
+ 51.44%
$567.81 - $607.81 $294K - $314K
1.52K $892K
FIVE
Five Below, Inc

Consumer Cyclical
111
+ 0.7%
$83.0 - $115.97 $9.21K - $12.9K
15.9K $1.67M
IBTF
Ishares Tr Ibonds Dec 2025 Ter

ETFs
12K
+ 5.72%
$23.25 - $23.37 $280K - $282K
223K $5.19M
ABT
Abbott Laboratories

Healthcare
3.77K
+ 1.36%
$111.93 - $119.39 $422K - $450K
280K $31.7M
FPE
First Tr Pfd Secs & Income ETF

ETFs
17.9K
+ 5.0%
$17.65 - $18.18 $316K - $325K
375K $6.65M
TM
Toyota Motor Corp

Consumer Cyclical
688
+ 34.84%
$169.2 - $199.52 $116K - $137K
2.66K $518K
KBWD
Invesco ETF Tr Ii Kbw High Div

ETFs
26.6K
+ 6.26%
$14.52 - $15.51 $387K - $413K
452K $6.63M
Activity Summary
Buys All Purchases 161 New Holdings 37 Increased Positions 124 Sells All Sells 124 Reductions 124 Sold out 0 Options Calls 0 Puts 0
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