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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
SPMBSpdr Ser Tr
Recent Activity
Exited
0%
$166,736
7,730 shares@ $21.57 avg price
EIXEdison Intl
Recent Activity
Exited
0%
$158,840
2,212 shares@ $71.81 avg price
MMCMarsh & Mclennan Cos Inc
Recent Activity
Exited
0%
$154,879
735 shares@ $210.72 avg price
ORealty Income Corp
Recent Activity
Exited
0%
$152,439
2,886 shares@ $52.83 avg price
IWOIshares Tr
Recent Activity
Exited
0%
$151,480
577 shares@ $262.54 avg price
PEGPublic Svc Enterprise Grp In
Recent Activity
Exited
0%
$151,074
2,050 shares@ $73.7 avg price
NRGNrg Energy Inc
Recent Activity
Exited
0%
$150,909
1,938 shares@ $77.87 avg price
STXSeagate Technology Hldngs Pl
Recent Activity
Exited
0%
$150,906
1,461 shares@ $103.29 avg price
DTEDte Energy Co
Recent Activity
Exited
0%
$148,023
1,333 shares@ $111.05 avg price
EXCExelon Corp
Recent Activity
Exited
0%
$146,158
4,223 shares@ $34.61 avg price