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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
URIUnited Rentals Inc
Recent Activity
Increased 13.44%
0.49%
$23.064M
28,484 shares@ $809.73 avg price
SPTISpdr Ser Tr
Recent Activity
Increased 0.72%
0.47%
$22.378M
770,067 shares@ $29.07 avg price
COPConocophillips
Recent Activity
Increased 15.5%
0.45%
$21.264M
201,972 shares@ $105.28 avg price
IJANInnovator Etfs Trust
Recent Activity
Increased 1.06%
0.45%
$21.226M
643,700 shares@ $32.98 avg price
CSHINeos Etf Trust
Recent Activity
Increased 1.58%
0.43%
$20.243M
406,483 shares@ $49.8 avg price
DCREDoubleline Etf Trust
Recent Activity
Increased 1.61%
0.4%
$19.031M
366,128 shares@ $51.99 avg price
IGSBIshares Tr
Recent Activity
Increased 19327.48%
0.38%
$18.057M
342,895 shares@ $52.66 avg price
ZBHZimmer Biomet Holdings Inc
Recent Activity
Increased 22.89%
0.37%
$17.292M
160,185 shares@ $107.96 avg price
PWRQuanta Svcs Inc
Recent Activity
Increased 6.52%
0.35%
$16.65M
55,845 shares@ $298.16 avg price
ECLEcolab Inc
Recent Activity
Increased 5%
0.34%
$16.291M
63,804 shares@ $255.33 avg price