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
DONWisdomtree Tr
Recent Activity
Exited
0%
$590,565
12,627 shares@ $46.78 avg price
IWMIshares Tr
Recent Activity
Exited
0%
$574,347
2,831 shares@ $202.88 avg price
MDYGSpdr Ser Tr
Recent Activity
Exited
0%
$571,692
6,801 shares@ $84.06 avg price
TELTe Connectivity Ltd
Recent Activity
Exited
0%
$541,887
3,602 shares@ $150.45 avg price
JPSTJ P Morgan Exchange Traded F
Recent Activity
Exited
0%
$492,940
9,767 shares@ $50.47 avg price
SPTSSpdr Ser Tr
Recent Activity
Exited
0%
$488,520
16,921 shares@ $28.88 avg price
ILTBIshares Tr
Recent Activity
Exited
0%
$473,687
9,529 shares@ $49.72 avg price
BMOBank Montreal Que
Recent Activity
Exited
0%
$473,600
5,648 shares@ $83.86 avg price
IEIIshares Tr
Recent Activity
Exited
0%
$457,261
3,960 shares@ $115.47 avg price
DEODiageo Plc
Recent Activity
Exited
0%
$401,060
3,181 shares@ $126.08 avg price