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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
VVisa Inc
Recent Activity
Increased 49.41%
0.7%
$33.276M
121,027 shares@ $274.95 avg price
KOCoca Cola Co
Recent Activity
Increased 0.84%
0.69%
$32.82M
456,722 shares@ $71.86 avg price
MLPAGlobal X Fds
Recent Activity
Increased 7.98%
0.67%
$31.95M
665,897 shares@ $47.99 avg price
ABTAbbott Labs
Recent Activity
Increased 1.45%
0.66%
$31.526M
276,522 shares@ $114.02 avg price
BRK.BBerkshire Hathaway Inc Del
Recent Activity
Increased 8.6%
0.61%
$29.097M
63,219 shares@ $460.27 avg price
AVGOBroadcom Inc
Recent Activity
Increased 1054.43%
0.58%
$27.593M
159,957 shares@ $172.51 avg price
PFEPfizer Inc
Recent Activity
Increased 64.76%
0.56%
$26.811M
926,429 shares@ $28.94 avg price
TGTTarget Corp
Recent Activity
Increased 5.23%
0.55%
$26.382M
169,267 shares@ $155.86 avg price
LOWLowes Cos Inc
Recent Activity
Increased 11.75%
0.54%
$25.835M
95,387 shares@ $270.85 avg price
SLBSchlumberger Ltd
Recent Activity
Increased 58.4%
0.53%
$25.009M
596,155 shares@ $41.96 avg price