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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
JNJJohnson & Johnson
Recent Activity
Decreased -5.36%
0.77%
$36.531M
225,420 shares@ $162.06 avg price
FTSMFirst Tr Exchange-traded Fd
Recent Activity
Increased 1.23%
0.76%
$36.306M
606,416 shares@ $59.87 avg price
LMBSFirst Tr Exchange-traded Fd
Recent Activity
Increased 11312.4%
0.75%
$35.891M
726,399 shares@ $49.42 avg price
MCDMcdonalds Corp
Recent Activity
Increased 3.84%
0.74%
$35.468M
116,475 shares@ $304.51 avg price
MDTMedtronic Plc
Recent Activity
Decreased -3.38%
0.73%
$35.02M
388,984 shares@ $90.03 avg price
SBUXStarbucks Corp
Recent Activity
Increased 11.83%
0.73%
$34.563M
354,524 shares@ $97.5 avg price
MSMorgan Stanley
Recent Activity
Decreased -8.55%
0.72%
$34.536M
331,311 shares@ $104.25 avg price
EXRExtra Space Storage Inc
Recent Activity
Increased 54.06%
0.71%
$34.015M
188,774 shares@ $180.2 avg price
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