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
AMZNAmazon Com Inc
Recent Activity
Increased 6.57%
1.72%
$82.328M
441,842 shares@ $186.34 avg price
PFEBInnovator Etfs Trust
Recent Activity
Increased 1%
1.71%
$81.767M
2.269M shares@ $36.05 avg price
GOOGAlphabet Inc
Recent Activity
Increased 17.53%
1.56%
$74.449M
445,298 shares@ $167.2 avg price
NVDANvidia Corporation
Recent Activity
Increased 14.71%
1.53%
$73.074M
601,726 shares@ $121.45 avg price
XBJLInnovator Etfs Trust
Recent Activity
New Position
1.48%
$70.693M
2.111M shares@ $33.49 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
JMBSJanus Detroit Str Tr
Recent Activity
Increased 0.47%
1.39%
$66.519M
1.426M shares@ $46.66 avg price
DMBSDoubleline Etf Trust
Recent Activity
Decreased -21.74%
1.36%
$64.848M
1.287M shares@ $50.39 avg price
JSIJanus Detroit Str Tr
Recent Activity
Increased 7.08%
1.27%
$60.514M
1.142M shares@ $52.98 avg price