Nicole Alexander

@Gradient Investments Llc

Latest period2024 - Q3

Reported3mo 4d ago

Managed Assets$4.799B

Total 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

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
XTREBondbloxx Etf Trust Recent Activity Increased 144.91%	0.9%	$42.956M 859,121 shares@ $50.01 avg price	Increased 144.91%
IQLTIshares Tr Recent Activity Increased 2.34%	0.88%	$42.157M 1.016M shares@ $41.5 avg price	Increased 2.34%
PRFDPimco Etf Tr Recent Activity Increased 4.15%	0.83%	$39.48M 764,089 shares@ $51.67 avg price	Increased 4.15%
MBSAngel Oak Funds Trust Recent Activity Increased 20.69%	0.77%	$36.847M 4.14M shares@ $8.91 avg price	Increased 20.69%
AVEMAmerican Centy Etf Tr Recent Activity Increased 2%	0.77%	$36.542M 565,666 shares@ $64.61 avg price	Increased 2%
FTSMFirst Tr Exchange-traded Fd Recent Activity Increased 1.23%	0.76%	$36.306M 606,416 shares@ $59.87 avg price	Increased 1.23%
LMBSFirst Tr Exchange-traded Fd Recent Activity Increased 11312.4%	0.75%	$35.891M 726,399 shares@ $49.42 avg price	Increased 11312.4%
MCDMcdonalds Corp Recent Activity Increased 3.84%	0.74%	$35.468M 116,475 shares@ $304.51 avg price	Increased 3.84%
SBUXStarbucks Corp Recent Activity Increased 11.83%	0.73%	$34.563M 354,524 shares@ $97.5 avg price	Increased 11.83%
EXRExtra Space Storage Inc Recent Activity Increased 54.06%	0.71%	$34.015M 188,774 shares@ $180.2 avg price	Increased 54.06%