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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
LOWLowes Cos Inc
Recent Activity
Increased 11.75%
0.54%
$25.835M
95,387 shares@ $270.85 avg price
BACBank America Corp
Recent Activity
Decreased -18.96%
0.54%
$25.675M
647,058 shares@ $39.69 avg price
SLBSchlumberger Ltd
Recent Activity
Increased 58.4%
0.53%
$25.009M
596,155 shares@ $41.96 avg price
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
PANWPalo Alto Networks Inc
Recent Activity
Decreased -20.06%
0.46%
$22.061M
64,543 shares@ $341.81 avg price
AMDAdvanced Micro Devices Inc
Recent Activity
Decreased -12.76%
0.45%
$21.36M
130,183 shares@ $164.09 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
COSTCostco Whsl Corp New
Recent Activity
Decreased -10.99%
0.44%
$20.977M
23,662 shares@ $886.53 avg price