test

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
AJGGallagher Arthur J & Co
Recent Activity
Exited
0%
$16.148M
62,271 shares@ $259.32 avg price
SCHWSchwab Charles Corp
Recent Activity
Exited
0%
$15.906M
215,852 shares@ $73.7 avg price
METMetlife Inc
Recent Activity
Exited
0%
$15.503M
220,867 shares@ $70.2 avg price
CMECme Group Inc
Recent Activity
Exited
0%
$13.935M
70,880 shares@ $196.61 avg price
CVSCvs Health Corp
Recent Activity
Exited
0%
$13.167M
222,938 shares@ $59.06 avg price
NKENike Inc
Recent Activity
Exited
0%
$11.418M
151,490 shares@ $75.38 avg price
TMOThermo Fisher Scientific Inc
Recent Activity
Exited
0%
$10.156M
18,366 shares@ $553.01 avg price
PCRXPacira Biosciences Inc
Recent Activity
Exited
0%
$4.538M
158,610 shares@ $28.61 avg price
LEGRFirst Tr Exchange-traded Fd
Recent Activity
Exited
0%
$2.508M
57,755 shares@ $43.44 avg price
SPYGSpdr Ser Tr
Recent Activity
Exited
0%
$1.422M
17,751 shares@ $80.14 avg price