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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
CSHINeos Etf Trust
Recent Activity
Increased 1.58%
0.43%
$20.243M
406,483 shares@ $49.8 avg price
DCREDoubleline Etf Trust
Recent Activity
Increased 1.61%
0.4%
$19.031M
366,128 shares@ $51.99 avg price
NOWServicenow Inc
Recent Activity
Decreased -17.91%
0.4%
$18.984M
21,226 shares@ $894.39 avg price
BSXBoston Scientific Corp
Recent Activity
Decreased -22.33%
0.39%
$18.58M
221,716 shares@ $83.81 avg price
IGSBIshares Tr
Recent Activity
Increased 19327.48%
0.38%
$18.057M
342,895 shares@ $52.66 avg price
ZBHZimmer Biomet Holdings Inc
Recent Activity
Increased 22.89%
0.37%
$17.292M
160,185 shares@ $107.96 avg price
NFLXNetflix Inc
Recent Activity
Decreased -11.89%
0.36%
$17.209M
24,262 shares@ $709.29 avg price
BILSpdr Ser Tr
Recent Activity
Decreased -14.56%
0.36%
$17.208M
187,428 shares@ $91.81 avg price
PWRQuanta Svcs Inc
Recent Activity
Increased 6.52%
0.35%
$16.65M
55,845 shares@ $298.16 avg price
HDHome Depot Inc
Recent Activity
Decreased -20.68%
0.35%
$16.494M
40,706 shares@ $405.21 avg price