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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
EDIVSpdr Index Shs Fds
Recent Activity
Exited
0%
$186,855
5,293 shares@ $35.31 avg price
MOAltria Group Inc
Recent Activity
Exited
0%
$186,774
4,100 shares@ $45.56 avg price
BSJQInvesco Exch Trd Slf Idx Fd
Recent Activity
Exited
0%
$184,994
8,021 shares@ $23.07 avg price
IBDNorthern Lts Fd Tr Iv
Recent Activity
Exited
0%
$184,741
7,922 shares@ $23.32 avg price
CLOXSeries Portfolios Tr
Recent Activity
Exited
0%
$183,270
7,173 shares@ $25.55 avg price
PRUPrudential Finl Inc
Recent Activity
Exited
0%
$183,112
1,563 shares@ $117.16 avg price
YUMYum Brands Inc
Recent Activity
Exited
0%
$182,133
1,375 shares@ $132.47 avg price
IJHIshares Tr
Recent Activity
Exited
0%
$176,820
3,022 shares@ $58.52 avg price
IDVIshares Tr
Recent Activity
Exited
0%
$176,756
6,388 shares@ $27.68 avg price
KMBKimberly-clark Corp
Recent Activity
Exited
0%
$170,059
1,231 shares@ $138.15 avg price