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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
CVXChevron Corp New
Recent Activity
Decreased -3.3%
0.79%
$37.495M
254,600 shares@ $147.28 avg price
JPMJpmorgan Chase & Co.
Recent Activity
Decreased -11.44%
0.77%
$36.688M
173,992 shares@ $210.87 avg price
JNJJohnson & Johnson
Recent Activity
Decreased -5.36%
0.77%
$36.531M
225,420 shares@ $162.06 avg price
MDTMedtronic Plc
Recent Activity
Decreased -3.38%
0.73%
$35.02M
388,984 shares@ $90.03 avg price
MSMorgan Stanley
Recent Activity
Decreased -8.55%
0.72%
$34.536M
331,311 shares@ $104.25 avg price
WMTWalmart Inc
Recent Activity
Decreased -2.25%
0.67%
$31.776M
393,513 shares@ $80.75 avg price
NEENextera Energy Inc
Recent Activity
Decreased -20.58%
0.61%
$29.004M
343,124 shares@ $84.54 avg price
XFIVBondbloxx Etf Trust
Recent Activity
Decreased -2.72%
0.6%
$28.734M
574,726 shares@ $50.0 avg price
PYPLPaypal Hldgs Inc
Recent Activity
Decreased -11.64%
0.58%
$27.378M
350,869 shares@ $78.03 avg price
BACBank America Corp
Recent Activity
Decreased -18.96%
0.54%
$25.675M
647,058 shares@ $39.69 avg price