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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
PMPhilip Morris Intl Inc
Recent Activity
Exited
0%
$221,635
2,187 shares@ $101.35 avg price
EJULInnovator Etfs Trust
Recent Activity
Exited
0%
$216,668
8,840 shares@ $24.51 avg price
IWDIshares Tr
Recent Activity
Exited
0%
$210,585
1,207 shares@ $174.47 avg price
CMCSAComcast Corp New
Recent Activity
Exited
0%
$209,271
5,344 shares@ $39.16 avg price
SPHDInvesco Exch Traded Fd Tr Ii
Recent Activity
Exited
0%
$209,043
4,705 shares@ $44.43 avg price
VBKVanguard Index Fds
Recent Activity
Exited
0%
$196,352
785 shares@ $250.13 avg price
VEAVanguard Tax-managed Fds
Recent Activity
Exited
0%
$195,998
3,966 shares@ $49.42 avg price
FFord Mtr Co Del
Recent Activity
Exited
0%
$194,027
15,473 shares@ $12.54 avg price
DDominion Energy Inc
Recent Activity
Exited
0%
$191,855
3,915 shares@ $49.01 avg price
XLESelect Sector Spdr Tr
Recent Activity
Exited
0%
$187,183
2,054 shares@ $91.14 avg price