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Nicole Alexander

@Gradient Investments Llc

Latest period2024 - Q3ReportedManaged Assets$4.799BTotal holdings299
Assets growth rate7.77%Assets growth rate (2-Q avg)5.52%Continuous growth in asset value4 quarters

Portfolio positions

This chart displays the top 10 holdings in Gradient Investments Llc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 299 positions.

Assets under management

The assets under management (AUM) of Gradient Investments Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 4.799B in assets, with a quarterly growth rate of 7.77% and a 2-quarter average growth rate of 5.52%. The portfolio is managed by Nicole Alexander, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
IGTRInnovator Etfs Trust
Recent Activity
Decreased -7.83%
3.11%
$149.143M
5.267M shares@ $28.32 avg price
AAPLApple Inc
Recent Activity
Decreased -0.08%
1.92%
$91.99M
394,806 shares@ $233.0 avg price
IGIBIshares Tr
Recent Activity
Decreased -11.07%
1.86%
$89.146M
1.659M shares@ $53.72 avg price
ULSTSsga Active Etf Tr
Recent Activity
Decreased -2.56%
1.46%
$69.672M
1.708M shares@ $40.79 avg price
GSYInvesco Actively Managed Exc
Recent Activity
Decreased -2.65%
1.45%
$69.207M
1.379M shares@ $50.19 avg price
DMBSDoubleline Etf Trust
Recent Activity
Decreased -21.74%
1.36%
$64.848M
1.287M shares@ $50.39 avg price
UNHUnitedhealth Group Inc
Recent Activity
Decreased -4.63%
1.17%
$55.965M
95,719 shares@ $584.69 avg price
GLDMWorld Gold Tr
Recent Activity
Decreased -0.41%
0.98%
$46.947M
900,583 shares@ $52.13 avg price
GSGoldman Sachs Group Inc
Recent Activity
Decreased -12.63%
0.8%
$38.096M
76,944 shares@ $495.11 avg price
PGProcter And Gamble Co
Recent Activity
Decreased -3.96%
0.79%
$37.735M
217,870 shares@ $173.2 avg price