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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
HONHoneywell Intl Inc
Recent Activity
Increased 3510.52%
0.28%
$13.344M
64,556 shares@ $206.71 avg price
DXCMDexcom Inc
Recent Activity
Increased 16.47%
0.28%
$13.113M
195,596 shares@ $67.04 avg price
IQVIqvia Hldgs Inc
Recent Activity
Increased 21.55%
0.28%
$13.077M
55,183 shares@ $236.98 avg price
CLOIVaneck Etf Trust
Recent Activity
Increased 8.41%
0.27%
$12.846M
242,190 shares@ $53.05 avg price
WCNWaste Connections Inc
Recent Activity
Increased 5.13%
0.26%
$12.229M
68,387 shares@ $178.83 avg price
CLOZSeries Portfolios Tr
Recent Activity
Increased 6.64%
0.24%
$11.516M
428,411 shares@ $26.89 avg price
EJANInnovator Etfs Trust
Recent Activity
Increased 1.12%
0.23%
$10.793M
344,373 shares@ $31.34 avg price
KJANInnovator Etfs Trust
Recent Activity
Increased 0.82%
0.23%
$10.714M
289,019 shares@ $37.07 avg price
ARKWArk Etf Tr
Recent Activity
Increased 32.75%
0.21%
$10.056M
118,131 shares@ $85.13 avg price
CRPTFirst Tr Exchng Traded Fd Vi
Recent Activity
Increased 12.67%
0.19%
$8.79M
703,208 shares@ $12.5 avg price