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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
SDYSpdr Ser Tr
Recent Activity
Exited
0%
$253,597
1,994 shares@ $127.19 avg price
EFAIshares Tr
Recent Activity
Exited
0%
$250,186
3,194 shares@ $78.33 avg price
AGGYWisdomtree Tr
Recent Activity
Exited
0%
$245,559
5,716 shares@ $42.96 avg price
DALDelta Air Lines Inc Del
Recent Activity
Exited
0%
$244,133
5,146 shares@ $47.45 avg price
KJULInnovator Etfs Trust
Recent Activity
Exited
0%
$241,130
8,724 shares@ $27.64 avg price
TFCTruist Finl Corp
Recent Activity
Exited
0%
$240,676
6,195 shares@ $38.86 avg price
VBRVanguard Index Fds
Recent Activity
Exited
0%
$235,998
1,293 shares@ $182.52 avg price
IWVIshares Tr
Recent Activity
Exited
0%
$231,503
750 shares@ $308.68 avg price
IEFAIshares Tr
Recent Activity
Exited
0%
$222,932
3,069 shares@ $72.64 avg price
INTCIntel Corp
Recent Activity
Exited
0%
$221,781
7,161 shares@ $30.98 avg price