Gradient Investments LLC Sells in Q4 2024

Gradient Investments LLC

  • $3.78 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
FANG
Diamondback Energy, Inc.

Energy
-209
- 5.62%
$153.06 - $199.5 $32K - $41.7K
3.51K $574K
CCEP
Coca Cola Europacific Partners PLC

Consumer Defensive
-623
- 8.3%
$74.71 - $79.24 $46.5K - $49.4K
6.88K $528K
DHR
Danaher Corp

Healthcare
-52
- 5.57%
$226.16 - $274.52 $11.8K - $14.3K
882 $202K
SAIA
Saia Inc

Industrials
-314
- 6.57%
$411.44 - $569.08 $129K - $179K
4.47K $2.04M
CL
Colgate Palmolive CO

Consumer Defensive
-101
- 3.18%
$90.22 - $102.31 $9.11K - $10.3K
3.07K $279K
LLY
Eli Lilly & CO

Healthcare
-6
- 1.59%
$727.2 - $932.06 $4.36K - $5.59K
372 $287K
ITM
Vaneck Intermediate Muni ETF

ETFs
-818
- 8.76%
$45.56 - $46.97 $37.3K - $38.4K
8.52K $392K
UBS
Ubs Group Ag

Financial Services
-1.11K
- 6.92%
$29.78 - $33.08 $33K - $36.6K
14.9K $451K
RELX
Relx PLC

Communication Services
-460
- 4.21%
$44.45 - $48.63 $20.4K - $22.4K
10.5K $475K
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
-686
- 11.02%
$51.58 - $52.91 $35.4K - $36.3K
5.54K $286K
FNDF
Schwab Fundamental Intl Large

ETFs
-387
- 5.89%
$32.92 - $37.15 $12.7K - $14.4K
6.18K $205K
EOG
Eog Resources Inc

Energy
-310
- 7.41%
$118.22 - $136.54 $36.6K - $42.3K
3.87K $474K
NNN
National Retail Properties, Inc.

Real Estate
-10
- 0.2%
$39.77 - $49.34 $398 - $493
4.93K $201K
SPIB
Spdr Portfolio Intermediate Te

ETFs
-551
- 3.21%
$32.65 - $33.68 $18K - $18.6K
16.6K $544K
DT
Dynatrace, Inc.

Technology
-1.12K
- 3.04%
$51.09 - $59.6 $57.3K - $66.8K
35.8K $1.95M
SO
Southern CO

Utilities
-1
- 0.04%
$81.5 - $94.15 $81.5 - $94.2
2.71K $222K
CSX
Csx Corp

Industrials
-62
- 0.94%
$31.58 - $36.88 $1.96K - $2.29K
6.53K $210K
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
-206
- 2.14%
$40.38 - $44.35 $8.32K - $9.14K
9.43K $385K
HDV
Ishares Core High Dividend ETF

ETFs
-18
- 0.79%
$110.82 - $121.28 $1.99K - $2.18K
2.26K $254K
WEC
Wec Energy Group, Inc.

Utilities
-17
- 0.28%
$92.94 - $101.82 $1.58K - $1.73K
6.02K $566K
IBM
International Business Machines Corp

Technology
-32
- 1.66%
$204.9 - $238.04 $6.56K - $7.62K
1.89K $415K
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
-22
- 0.54%
$69.58 - $74.87 $1.53K - $1.65K
4.02K $281K
T
At&T Inc.

Communication Services
-1.08K
- 4.57%
$21.22 - $23.88 $23K - $25.8K
22.6K $514K
VUG
Vanguard Growth ETF

ETFs
-57
- 7.2%
$378.79 - $428.11 $21.6K - $24.4K
735 $301K
GBUY
Goldman Sachs ETF Tr Future CO
-816K
- 61.75%
N/A
505K $0
Innovator Etfs Trust
-7.78K
- 60.92%
N/A
4.99K $0
TFJL
Innovator 20+ Year Treasury Bo
-2.03M
- 99.39%
N/A
12.5K $0
SMOT
Vaneck ETF Tr Morningstar Smid
-259K
- 18.78%
N/A
1.12M $0
Bondbloxx ETF Trust
-372K
- 43.29%
N/A
487K $0
IGTR
Innovator Etfs Tr Gradient Tac
-585K
- 11.1%
N/A
4.68M $0
Kenvue Inc
-89.8K
- 13.04%
N/A
599K $0
J P Morgan Exchange Traded F
-444K
- 27.29%
N/A
1.18M $0
Bondbloxx ETF Trust
-280K
- 26.44%
N/A
778K $0
CRH.L
Crh PLC

Basic Materials
-1.25K
- 19.85%
N/A
5.03K $0
Creative Media & Cmnty Tr
-3.59K
- 16.49%
N/A
18.2K $0
Te Connectivity PLC
-82
- 2.33%
N/A
3.44K $0
CSCO
Cisco Systems, Inc.

Technology
-348
- 8.63%
$52.45 - $60.02 $18.3K - $20.9K
3.69K $218K
USB
Us Bancorp \De\

Financial Services
-125
- 2.56%
$43.98 - $53.66 $5.5K - $6.71K
4.75K $227K
HSBC
Hsbc Holdings PLC

Financial Services
-732
- 6.7%
$43.83 - $49.51 $32.1K - $36.2K
10.2K $503K
BMY
Bristol Myers Squibb CO

Healthcare
-276
- 4.66%
$51.92 - $59.94 $14.3K - $16.5K
5.65K $319K
ROK
Rockwell Automation, Inc

Industrials
-24
- 1.91%
$264.65 - $302.92 $6.35K - $7.27K
1.23K $351K
ARCC
Ares Capital Corp

Financial Services
-40
- 0.19%
$20.74 - $22.27 $830 - $891
20.5K $448K
CATH
Global X Fds Global X S&P 500

ETFs
-55
- 0.32%
$68.5 - $73.81 $3.77K - $4.06K
17K $1.2M
WMB
Williams Companies, Inc.

Energy
-1.21K
- 10.62%
$46.37 - $59.74 $56.1K - $72.3K
10.2K $550K
DIS
Walt Disney CO

Communication Services
-236
- 5.97%
$92.39 - $117.6 $21.8K - $27.8K
3.71K $413K
CRM
Salesforce, Inc.

Technology
-9.36K
- 17.93%
$270.87 - $367.87 $2.53M - $3.44M
42.8K $14.3M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
-39
- 1.52%
$1146.59 - $1270.6 $44.7K - $49.6K
2.53K $2.99M
LNG
Cheniere Energy, Inc.

Energy
-300
- 9.8%
$181.07 - $225.92 $54.3K - $67.8K
2.76K $593K
AR
Antero Resources Corp

Energy
-1.37K
- 7.64%
$25.54 - $35.52 $35K - $48.7K
16.6K $581K
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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