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
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
2.36K
+ 2.84%
$41.09 - $45.94 $97.1K - $109K
85.7K $3.6M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
856
+ 4.0%
$55.73 - $66.16 $47.7K - $56.6K
22.2K $1.34M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
149
+ 7.37%
$521.84 - $558.82 $77.8K - $83.3K
2.17K $1.17M
DSI
Ishares Msci Kld 400 Social Et

ETFs
205
+ 0.4%
$107.41 - $115.71 $22K - $23.7K
52K $5.74M
TTE
Total Energies Se

Energy
1.38K
+ 18.53%
N/A
8.84K $606K
JUST
Goldman Sachs ETF Tr Just Us L

ETFs
524
+ 1.69%
$80.84 - $86.4 $42.4K - $45.3K
31.5K $2.62M
QQQ
Invesco Qqq Trust, Series 1

ETFs
43
+ 2.02%
$481.22 - $538.17 $20.7K - $23.1K
2.18K $1.11M
ARE
Alexandria Real Estate Equities, Inc.

Real Estate
23.5K
+ 22.39%
$97.29 - $122.68 $2.29M - $2.89M
129K $12.6M
PUK
Prudential PLC

Financial Services
7.89K
+ 32.84%
$15.52 - $18.99 $122K - $150K
31.9K $508K
EFIV
Spdr Ser Tr Spdr S&P 500 Esg E

Technology
68
+ 0.1%
$55.05 - $58.86 $3.74K - $4K
69.5K $3.93M
IAU
Ishares Gold Trust

ETFs
1.27K
+ 1.41%
$48.37 - $52.65 $61.5K - $67K
91.5K $4.53M
XLF
Financial Sector Spdr

ETFs
457
+ 6.62%
$44.89 - $51.34 $20.5K - $23.5K
7.36K $355K
SRE
Sempra Energy

Utilities
3
+ 0.03%
$80.81 - $94.77 $242 - $284
9.77K $856K
FDX
Fedex Corp

Industrials
88
+ 4.94%
$260.5 - $305.15 $22.9K - $26.9K
1.87K $525K
SHE
Spdr Ser Tr Ssga Gender Divers

ETFs
170
+ 2.1%
$113.29 - $121.45 $19.3K - $20.6K
8.27K $957K
SYY
Sysco Corp

Consumer Defensive
4.08K
+ 2.37%
$73.63 - $81.77 $300K - $334K
176K $13.5M
IVW
Ishares S&P 500 Growth ETF

ETFs
103
+ 2.71%
$94.43 - $105.47 $9.73K - $10.9K
3.9K $396K
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
1.44K
+ 0.75%
$20.6 - $20.71 $29.7K - $29.8K
193K $3.98M
SNAP
Snap Inc

Communication Services
1.31K
+ 0.93%
$9.98 - $12.86 $13.1K - $16.8K
142K $1.53M
CRBN
Ishares Tr Msci Acwi Low Carbo

ETFs
200
+ 2.09%
$192.71 - $203.05 $38.5K - $40.6K
9.79K $1.89M
ITOT
Ishares Core S&P Total U.S. St

ETFs
59
+ 3.45%
$124.26 - $134.12 $7.33K - $7.91K
1.77K $227K
UPS
United Parcel Service Inc

Industrials
183
+ 12.12%
$122.65 - $138.35 $22.4K - $25.3K
1.69K $213K
SCHG
Schwab Strategic Tr Us Large C

ETFs
6.09K
+ 282.2%
$25.93 - $105.3 $158K - $641K
8.24K $229K
XFIV
Bondbloxx ETF Tr 5 Yr Target D
324K
+ 56.32%
N/A
898K $0
XSVN
Bondbloxx ETF Tr 7 Yr Target D
215K
+ 73.09%
N/A
509K $0
SPYI
Shp ETF Tr Neos S&P 500 High I
433K
+ 24.43%
N/A
2.21M $0
Linde PLC
2
+ 0.18%
N/A
1.13K $0
CSHI
Shp ETF Tr Neos Enhanced Incom
123K
+ 30.2%
N/A
529K $0
Angel Oak Funds Trust
441K
+ 10.66%
N/A
4.58M $0
Doubleline ETF Trust
973K
+ 75.64%
N/A
2.26M $0
Doubleline ETF Trust
73.4K
+ 20.05%
N/A
440K $0
Ishares Bitcoin Trust ETF
924
+ 3.44%
N/A
27.8K $0
Tidal Tr Ii
41K
+ 39.91%
N/A
144K $0
Vaneck Bitcoin ETF
7.5K
+ 15.5%
N/A
55.9K $0
Series Portfolios Tr
28.5K
+ 6.66%
N/A
457K $0
Janus Detroit Str Tr
473K
+ 41.38%
N/A
1.61M $0
Pimco ETF Tr
336K
+ 44.01%
N/A
1.1M $0
Innovator Etfs Trust
117K
+ 6.37%
N/A
1.96M $0
MEM
Matthews Asia Fds Emerging Mar
19.4K
+ 4.41%
N/A
459K $0
SUSC
Ishares Tr Esg Aware Usd Corpo

ETFs
1.75K
+ 4.53%
$22.65 - $23.8 $39.5K - $41.5K
40.2K $914K
CNI
Canadian National Railway CO

Industrials
684
+ 14.83%
$100.62 - $117.12 $68.8K - $80.1K
5.3K $537K
BLRX
Bio Line Rx Ltd.

Healthcare
11.4K
+ 38.0%
$0.2 - $0.6 $2.28K - $6.84K
41.4K $9K
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
2.35K
+ 4.13%
$46.33 - $48.6 $109K - $114K
59.3K $2.75M
DUK
Duke Energy Corp

Utilities
3
+ 0.12%
$105.76 - $120.76 $317 - $362
2.45K $264K
SHEL
Shell PLC

Energy
8
+ 0.09%
$60.63 - $70.23 $485 - $562
9.37K $587K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
31.3K
+ 202.3%
$26.93 - $84.95 $844K - $2.66M
46.8K $1.28M
AZN
Astrazeneca PLC

Healthcare
201
+ 2.84%
$63.2 - $79.58 $12.7K - $16K
7.27K $476K
SNY
Sanofi

Healthcare
184
+ 1.96%
$45.89 - $57.31 $8.44K - $10.5K
9.56K $461K
IPG
Interpublic Group Of Companies, Inc.

Communication Services
52.9K
+ 12.2%
$27.09 - $32.06 $1.43M - $1.7M
487K $13.6M
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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