Gradient Investments LLC Sells in Q4 2024

Gradient Investments LLC

  • $3.78 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SIXJ
Aim ETF Prods Tr Allianzim U S
-4.9M
- 99.7%
$29.24 - $30.42 $143M - $149M
14.9K $454K
PFEB
Innovator U.S. Equity Power Bu

ETFs
-2.26M
- 99.47%
$35.94 - $36.85 $81.1M - $83.2M
12K $442K
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
-721K
- 99.27%
$48.48 - $49.47 $35M - $35.7M
5.33K $259K
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
-756K
- 98.19%
$27.8 - $29.05 $21M - $22M
13.9K $387K
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
-239K
- 14.37%
$51.33 - $53.74 $12.2M - $12.8M
1.42M $73.2M
SHW
Sherwin Williams CO

Basic Materials
-39K
- 91.95%
$338.75 - $399.71 $13.2M - $15.6M
3.42K $1.16M
MLPA
Global X Mlp ETF

ETFs
-252K
- 37.89%
$47.44 - $52.61 $12M - $13.3M
414K $20.4M
JNJ
Johnson & Johnson

Healthcare
-12.8K
- 5.68%
$143.34 - $165.86 $1.84M - $2.12M
213K $30.7M
AMD
Advanced Micro Devices Inc

Technology
-700
- 0.54%
$118.88 - $172.8 $83.2K - $121K
129K $15.6M
SBUX
Starbucks Corp

Consumer Cyclical
-26.2K
- 7.4%
$87.44 - $102.5 $2.29M - $2.69M
328K $29.9M
ORCL
Oracle Corp

Technology
-16.2K
- 17.92%
$165.41 - $192.43 $2.68M - $3.12M
74.2K $12.4M
BX
Blackstone Inc.

Financial Services
-27K
- 26.99%
$148.45 - $199.05 $4.01M - $5.38M
73.1K $12.6M
PYPL
Pay Pal Holdings, Inc.

Financial Services
-62K
- 17.66%
$77.25 - $91.3 $4.79M - $5.66M
289K $24.7M
LOW
Lowes Companies Inc

Consumer Cyclical
-1.06K
- 1.11%
$244.52 - $284.07 $259K - $301K
94.3K $23.3M
PPLT
Abrdn Platinum ETF Trust

ETFs
-26K
- 37.31%
N/A
43.6K $3.92M
NOC
Northrop Grumman Corp

Industrials
-902
- 3.17%
$466.52 - $543.88 $421K - $491K
27.6K $12.9M
MCD
Mcdonalds Corp

Consumer Cyclical
-691
- 0.59%
$288.47 - $316.54 $199K - $219K
116K $33.6M
RTX
Raytheon Technologies Corp

Industrials
-8.41K
- 6.58%
$114.45 - $127.21 $963K - $1.07M
120K $13.8M
COST
Costco Wholesale Corp

Consumer Defensive
-2.31K
- 9.78%
$873.59 - $994.69 $2.02M - $2.3M
21.3K $19.6M
HD
Home Depot, Inc.

Consumer Cyclical
-1.28K
- 3.14%
$385.02 - $431.37 $492K - $551K
39.4K $15.3M
NYT
New York Times CO

Communication Services
-1.26K
- 0.46%
$52.01 - $56.83 $65.3K - $71.4K
270K $14M
XEL
Xcel Energy Inc

Utilities
-23K
- 9.99%
$62.16 - $72.92 $1.43M - $1.68M
207K $14M
JPRE
J P Morgan Exchange Traded Fd

ETFs
-8.78K
- 5.9%
$46.45 - $51.64 $408K - $454K
140K $6.62M
CB
Chubb LTD

Financial Services
-557
- 1.12%
$271.57 - $301.89 $151K - $168K
49K $13.5M
ACN
Accenture PLC

Technology
-1.09K
- 2.7%
$343.9 - $376.86 $373K - $409K
39.1K $13.8M
CAH
Cardinal Health Inc

Healthcare
-11.6K
- 9.02%
$107.89 - $125.33 $1.26M - $1.46M
117K $13.9M
PJUL
Innovator U.S. Equity Power Bu

ETFs
-8.18K
- 37.22%
$40.12 - $41.68 $328K - $341K
13.8K $568K
AXP
American Express CO

Financial Services
-5.69K
- 10.54%
$267.35 - $305.57 $1.52M - $1.74M
48.3K $14.3M
JD
Jd.Com, Inc.

Consumer Cyclical
-4.24K
- 23.21%
$33.35 - $47.1 $141K - $199K
14K $485K
INVH
Invitation Homes Inc.

Real Estate
-1.46K
- 2.52%
$31.4 - $34.69 $45.7K - $50.5K
56.4K $1.8M
VTI
Vanguard Total Stock Market Et

ETFs
-756
- 7.57%
$280.04 - $302.45 $212K - $229K
9.23K $2.68M
CM
Canadian Imperial Bank Of Commerce

Financial Services
-2.65K
- 24.7%
$59.58 - $67.31 $158K - $179K
8.09K $511K
RY
Royal Bank Of Canada

Financial Services
-1.02K
- 22.05%
$119.72 - $128.02 $122K - $131K
3.61K $435K
MEC
Mayville Engineering Company, Inc.

Industrials
-660
- 2.86%
$15.66 - $21.81 $10.3K - $14.4K
22.4K $352K
TFI
Spdr Nuveen Bloomberg Municipa

ETFs
-2.29K
- 10.91%
$45.38 - $46.88 $104K - $107K
18.7K $853K
IVV
Ishares Core S&P 500 ETF

ETFs
-234
- 34.01%
$570.51 - $610.59 $133K - $143K
454 $267K
MPC
Marathon Petroleum Corp

Energy
-184
- 4.26%
$131.65 - $174.84 $24.2K - $32.2K
4.14K $577K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-1.04K
- 30.9%
$172.07 - $207.36 $179K - $216K
2.33K $460K
SU
Suncor Energy Inc

Energy
-1.75K
- 4.98%
$34.5 - $41.53 $60.5K - $72.8K
33.4K $1.19M
SMFG
Sumitomo Mitsui Financial Group, Inc.

Financial Services
-13.4K
- 27.97%
$12.27 - $15.41 $164K - $206K
34.5K $499K
CAT
Caterpillar Inc

Industrials
-174
- 12.97%
$360.37 - $416.88 $62.7K - $72.5K
1.17K $423K
NGG
National Grid PLC

Utilities
-211
- 2.57%
$57.68 - $70.03 $12.2K - $14.8K
7.99K $474K
CNQ
Canadian Natural Resources LTD

Energy
-1.4K
- 6.27%
$29.51 - $37.6 $41.4K - $52.8K
21K $647K
VLO
Valero Energy Corp

Energy
-280
- 5.72%
$118.59 - $144.02 $33.2K - $40.3K
4.62K $566K
MRK
Merck & Co., Inc.

Healthcare
-289
- 6.54%
$96.31 - $114.76 $27.8K - $33.2K
4.13K $410K
BSJP
Invesco Et Sf Idxd Fd Tr Bulle

ETFs
-3.5K
- 9.56%
$23.02 - $23.23 $80.5K - $81.2K
33.1K $762K
ADP
Automatic Data Processing Inc

Industrials
-336
- 30.63%
$280.08 - $307.97 $94.1K - $103K
761 $222K
AFL
Aflac Inc

Financial Services
-25
- 0.29%
$100.37 - $115.27 $2.51K - $2.88K
8.66K $895K
GLD
Spdr Gold Trust

ETFs
-266
- 21.25%
$236.59 - $257.5 $62.9K - $68.5K
986 $238K
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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