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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
INTUIntuit
Recent Activity
Increased 11.75%
0.34%
$16.283M
26,221 shares@ $621.01 avg price
ETNEaton Corp Plc
Recent Activity
Increased 7199.41%
0.34%
$16.234M
48,979 shares@ $331.45 avg price
SHWSherwin Williams Co
Recent Activity
Increased 1173.76%
0.34%
$16.208M
42,467 shares@ $381.68 avg price
EQIXEquinix Inc
Recent Activity
Increased 18.5%
0.33%
$15.788M
17,787 shares@ $887.65 avg price
NOCNorthrop Grumman Corp
Recent Activity
Increased 7238.15%
0.32%
$15.035M
28,472 shares@ $528.08 avg price
AVYAvery Dennison Corp
Recent Activity
Increased 13.37%
0.32%
$14.969M
67,809 shares@ $220.76 avg price
LUVSouthwest Airls Co
Recent Activity
Increased 21.74%
0.31%
$14.687M
495,685 shares@ $29.64 avg price
MEMMatthews Asia Fds
Recent Activity
Increased 2.14%
0.31%
$14.505M
439,439 shares@ $33.01 avg price
CRMSalesforce Inc
Recent Activity
Increased 1875.54%
0.3%
$14.281M
52,174 shares@ $273.72 avg price
MAMastercard Incorporated
Recent Activity
Increased 19.81%
0.29%
$13.53M
27,400 shares@ $493.8 avg price