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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
TFJLInnovator Etfs Trust
Recent Activity
Increased 1%
0.9%
$43.069M
2.045M shares@ $21.06 avg price
XTREBondbloxx Etf Trust
Recent Activity
Increased 144.91%
0.9%
$42.956M
859,121 shares@ $50.01 avg price
IQLTIshares Tr
Recent Activity
Increased 2.34%
0.88%
$42.157M
1.016M shares@ $41.5 avg price
PRFDPimco Etf Tr
Recent Activity
Increased 4.15%
0.83%
$39.48M
764,089 shares@ $51.67 avg price
GSGoldman Sachs Group Inc
Recent Activity
Decreased -12.63%
0.8%
$38.096M
76,944 shares@ $495.11 avg price
PGProcter And Gamble Co
Recent Activity
Decreased -3.96%
0.79%
$37.735M
217,870 shares@ $173.2 avg price
CVXChevron Corp New
Recent Activity
Decreased -3.3%
0.79%
$37.495M
254,600 shares@ $147.28 avg price
MBSAngel Oak Funds Trust
Recent Activity
Increased 20.69%
0.77%
$36.847M
4.14M shares@ $8.91 avg price
JPMJpmorgan Chase & Co.
Recent Activity
Decreased -11.44%
0.77%
$36.688M
173,992 shares@ $210.87 avg price
AVEMAmerican Centy Etf Tr
Recent Activity
Increased 2%
0.77%
$36.542M
565,666 shares@ $64.61 avg price