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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
AGGIshares Tr
Recent Activity
Exited
0%
$372,335
3,836 shares@ $97.07 avg price
AVIGAmerican Centy Etf Tr
Recent Activity
Exited
0%
$359,313
8,811 shares@ $40.79 avg price
FIXDFirst Tr Exchng Traded Fd Vi
Recent Activity
Exited
0%
$329,289
7,649 shares@ $43.05 avg price
USFRWisdomtree Tr
Recent Activity
Exited
0%
$328,826
6,536 shares@ $50.31 avg price
AVUVAmerican Centy Etf Tr
Recent Activity
Exited
0%
$298,498
3,327 shares@ $89.72 avg price
VZVerizon Communications Inc
Recent Activity
Exited
0%
$292,875
7,102 shares@ $41.24 avg price
BSRRSierra Bancorp
Recent Activity
Exited
0%
$258,713
11,560 shares@ $22.39 avg price
SLYGSpdr Ser Tr
Recent Activity
Exited
0%
$257,598
3,000 shares@ $85.87 avg price
IUSBIshares Tr
Recent Activity
Exited
0%
$255,855
5,658 shares@ $45.23 avg price
IJULInnovator Etfs Trust
Recent Activity
Exited
0%
$254,852
9,063 shares@ $28.13 avg price