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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
SIXJAim Etf Products Trust
Recent Activity
New Position
3.02%
$144.478M
4.914M shares@ $29.41 avg price
XBJLInnovator Etfs Trust
Recent Activity
New Position
1.48%
$70.693M
2.111M shares@ $33.49 avg price
TJULInnovator Etfs Trust
Recent Activity
New Position
1.06%
$50.559M
1.843M shares@ $27.44 avg price
HODLVaneck Bitcoin Etf
Recent Activity
New Position
0.08%
$3.474M
48,359 shares@ $71.84 avg price
WFRDWeatherford Intl Plc
Recent Activity
New Position
0.03%
$1.255M
14,774 shares@ $84.92 avg price
AOSSmith A O Corp
Recent Activity
New Position
0.02%
$614,437
6,840 shares@ $89.83 avg price
TELTe Connectivity Plc
Recent Activity
New Position
0.02%
$531,530
3,520 shares@ $151.01 avg price
ACPAbrdn Income Credit Strategi
Recent Activity
New Position
0.01%
$77,593
11,721 shares@ $6.62 avg price
CMCTCreative Media & Cmnty Tr
Recent Activity
New Position
0.01%
$10,688
21,746 shares@ $0.5 avg price