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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
METAMeta Platforms Inc
Recent Activity
Increased 43.91%
1.25%
$59.795M
104,457 shares@ $572.44 avg price
QUALIshares Tr
Recent Activity
Increased 1.32%
1.25%
$59.543M
332,084 shares@ $179.3 avg price
UNHUnitedhealth Group Inc
Recent Activity
Decreased -4.63%
1.17%
$55.965M
95,719 shares@ $584.69 avg price
BBBSBondbloxx Etf Trust
Recent Activity
Increased 26.46%
1.14%
$54.496M
1.058M shares@ $51.51 avg price
TJULInnovator Etfs Trust
Recent Activity
New Position
1.06%
$50.559M
1.843M shares@ $27.44 avg price
JEPIJ P Morgan Exchange Traded F
Recent Activity
Increased 2.55%
1.05%
$50.116M
842,152 shares@ $59.51 avg price
SMOTVaneck Etf Trust
Recent Activity
Increased 2.42%
1.01%
$48.287M
1.378M shares@ $35.03 avg price
GLDMWorld Gold Tr
Recent Activity
Decreased -0.41%
0.98%
$46.947M
900,583 shares@ $52.13 avg price
GBUYGoldman Sachs Etf Tr
Recent Activity
Increased 2.01%
0.97%
$46.195M
1.322M shares@ $34.96 avg price
JAAAJanus Detroit Str Tr
Recent Activity
Increased 13.65%
0.96%
$45.824M
900,639 shares@ $50.88 avg price