Gradient Investments LLC Incresed Positions in Q3 2025

Gradient Investments LLC

  • $4.68 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
SPTL
Spdr Portfolio Long Term Treas

ETFs
119K
+ 19.77%
$25.67 - $27.21 $3.05M - $3.23M
719K $19.4M
BAC
Bank Of America Corp

Financial Services
10.5K
+ 1.56%
$44.92 - $52.42 $473K - $552K
684K $35.3M
QQQ
Invesco Qqq Trust, Series 1

ETFs
3.72K
+ 39.57%
$546.99 - $602.2 $2.03M - $2.24M
13.1K $7.87M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
49.4K
+ 51.27%
$50.81 - $51.07 $2.51M - $2.52M
146K $7.44M
ALL
Allstate Corp

Financial Services
8.12K
+ 13.78%
$192.0 - $214.65 $1.56M - $1.74M
67K $14.4M
MCD
Mcdonalds Corp

Consumer Cyclical
3.61K
+ 2.98%
$291.67 - $316.99 $1.05M - $1.14M
125K $38M
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
8.71K
+ 4.69%
$90.62 - $107.71 $790K - $938K
194K $19.2M
HD
Home Depot, Inc.

Consumer Cyclical
1.95K
+ 5.42%
$357.4 - $423.42 $696K - $825K
37.9K $15.4M
PANW
Palo Alto Networks Inc

Technology
11.2K
+ 7.36%
$167.06 - $208.19 $1.88M - $2.34M
164K $33.3M
COP
Conocophillips

Energy
10.1K
+ 4.2%
$91.0 - $98.99 $921K - $1M
251K $23.8M
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
64.8K
+ 5.62%
$28.38 - $29.05 $1.84M - $1.88M
1.22M $35.2M
UBER
Uber Technologies, Inc

Technology
10.9K
+ 5.77%
$86.91 - $99.57 $950K - $1.09M
200K $19.6M
TOLZ
Dj Brookfield Global

ETFs
34.5K
+ 12.43%
$52.67 - $54.58 $1.82M - $1.88M
312K $16.9M
XBJL
Innovator Etfs Tr Us Equity Ac
8.23K
+ 0.75%
$36.0 - $37.45 $296K - $308K
1.1M $41.2M
ECL
Ecolab Inc.

Basic Materials
4.73K
+ 5.7%
$259.39 - $285.47 $1.23M - $1.35M
87.7K $24M
XOM
Exxon Mobil Corp

Energy
5.53K
+ 3.93%
$105.83 - $117.22 $585K - $648K
146K $16.5M
TFI
Spdr Nuveen Bloomberg Municipa

ETFs
22.4K
+ 101.26%
$44.22 - $45.74 $990K - $1.02M
44.5K $2.03M
GOOGL
Alphabet Inc.

Communication Services
1.95K
+ 25.45%
$174.36 - $254.72 $340K - $497K
9.62K $2.34M
SPY
Spdr S&P 500 ETF Trust

ETFs
1.4K
+ 172.36%
$617.65 - $666.84 $867K - $936K
2.22K $1.48M
EAPR
Innovator Etfs Tr Emerging Mkt
10.5K
+ 2.61%
$27.94 - $29.17 $294K - $307K
414K $12.1M
ASML
Asml Holding Nv

Technology
398
+ 16.97%
$689.63 - $968.09 $274K - $385K
2.74K $2.66M
SMB
Vaneck Short Muni ETF

ETFs
40.8K
+ 45.08%
$17.24 - $17.48 $704K - $714K
131K $2.29M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
1.85K
+ 56.98%
$224.68 - $282.71 $416K - $523K
5.1K $1.42M
PODD
Insulet Corp

Healthcare
3.19K
+ 5.75%
$277.3 - $352.82 $885K - $1.13M
58.7K $18.1M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
209
+ 0.58%
$89.32 - $107.82 $18.7K - $22.5K
36.4K $3.93M
LUV
Southwest Airlines CO

Industrials
29.7K
+ 5.41%
$29.06 - $37.7 $862K - $1.12M
578K $18.4M
HSBC
Hsbc Holdings PLC

Financial Services
6.99K
+ 56.71%
$60.27 - $70.98 $421K - $496K
19.3K $1.37M
UBS
Ubs Group Ag

Financial Services
11.7K
+ 60.94%
$33.77 - $42.38 $396K - $496K
30.9K $1.27M
PUK
Prudential PLC

Financial Services
17.3K
+ 47.48%
$24.27 - $28.15 $419K - $486K
53.6K $1.5M
CM
Canadian Imperial Bank Of Commerce

Financial Services
6.23K
+ 60.13%
$71.11 - $81.68 $443K - $509K
16.6K $1.32M
RY
Royal Bank Of Canada

Financial Services
3.38K
+ 70.88%
$128.46 - $148.6 $435K - $503K
8.16K $1.2M
SMFG
Sumitomo Mitsui Financial Group, Inc.

Financial Services
30K
+ 69.3%
$14.53 - $17.13 $436K - $514K
73.4K $1.23M
JD
Jd.Com, Inc.

Consumer Cyclical
15.1K
+ 82.92%
$30.39 - $35.64 $458K - $537K
33.2K $1.16M
SU
Suncor Energy Inc

Energy
9.75K
+ 28.79%
$37.83 - $43.02 $369K - $420K
43.6K $1.82M
AZN
Astrazeneca PLC

Healthcare
6.24K
+ 68.27%
$68.72 - $82.11 $429K - $513K
15.4K $1.18M
NVS
Novartis Ag

Healthcare
3.85K
+ 60.01%
$113.5 - $129.73 $437K - $500K
10.3K $1.32M
TM
Toyota Motor Corp

Consumer Cyclical
2.45K
+ 71.25%
$167.86 - $202.79 $411K - $497K
5.89K $1.13M
MORT
Vaneck ETF Tr Mtg Reit Income

ETFs
10.3K
+ 1.51%
$10.43 - $11.34 $108K - $117K
694K $7.7M
TTE
Total Energies Se

Energy
7.69K
+ 69.7%
N/A
18.7K $1.29M
EQIX
Equinix Inc

Real Estate
1.04K
+ 4.21%
$756.7 - $811.13 $787K - $844K
25.7K $20.1M
RYAAY
Ryanair Holdings PLC

Industrials
7.57K
+ 54.59%
$55.19 - $66.72 $418K - $505K
21.4K $1.29M
LMT
Lockheed Martin Corp

Industrials
118
+ 0.99%
$410.74 - $499.21 $48.5K - $58.9K
12.1K $6.03M
SHEL
Shell PLC

Energy
6.51K
+ 56.88%
$69.82 - $73.93 $454K - $481K
18K $1.28M
NGG
National Grid PLC

Utilities
6.6K
+ 65.69%
$67.98 - $74.38 $449K - $491K
16.6K $1.21M
SNY
Sanofi

Healthcare
10K
+ 81.14%
$45.07 - $51.35 $452K - $515K
22.4K $1.06M
ITM
Vaneck Intermediate Muni ETF

ETFs
9.41K
+ 95.96%
$45.2 - $46.71 $425K - $439K
19.2K $895K
CCEP
Coca Cola Europacific Partners PLC

Consumer Defensive
5.07K
+ 62.28%
$86.67 - $100.17 $440K - $508K
13.2K $1.2M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
5.05K
+ 18.6%
$62.09 - $66.51 $314K - $336K
32.2K $2.1M
CNI
Canadian National Railway CO

Industrials
5.11K
+ 77.3%
$92.01 - $106.6 $470K - $545K
11.7K $1.11M
Activity Summary
Buys All Purchases 232 New Holdings 41 Increased Positions 191 Sells All Sells 118 Reductions 118 Sold out 0 Options Calls 0 Puts 0
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