test

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
SPLGSpdr Ser Tr
Recent Activity
Increased 1.63%
4.64%
$222.419M
3.295M shares@ $67.51 avg price
IGTRInnovator Etfs Trust
Recent Activity
Decreased -7.83%
3.11%
$149.143M
5.267M shares@ $28.32 avg price
SIXJAim Etf Products Trust
Recent Activity
New Position
3.02%
$144.478M
4.914M shares@ $29.41 avg price
SPDWSpdr Index Shs Fds
Recent Activity
Increased 2.57%
2.57%
$122.952M
3.273M shares@ $37.56 avg price
SPABSpdr Ser Tr
Recent Activity
Increased 7.66%
2.32%
$111.308M
4.258M shares@ $26.14 avg price
HELOJ P Morgan Exchange Traded F
Recent Activity
Increased 38.9%
2.08%
$99.573M
1.629M shares@ $61.14 avg price
AAPLApple Inc
Recent Activity
Decreased -0.08%
1.92%
$91.99M
394,806 shares@ $233.0 avg price
SPYINeos Etf Trust
Recent Activity
Increased 405.86%
1.9%
$90.799M
1.772M shares@ $51.24 avg price
IGIBIshares Tr
Recent Activity
Decreased -11.07%
1.86%
$89.146M
1.659M shares@ $53.72 avg price
MSFTMicrosoft Corp
Recent Activity
Increased 0.32%
1.76%
$84.005M
195,225 shares@ $430.31 avg price