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Nicole Alexander

Gradient Investments Llc

Assets Managed
$6.455B
Holdings
420
Last Quarter
2026 - Q1
Filed Date
1mo 23d ago
Growth Rate
2.47%(2Q avg: 3.83%)
Sustained Growth
10 quarters

Portfolio positions

This chart displays the top 10 holdings in Gradient Investments Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 420 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 10 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 6.455B in assets, with a quarterly growth rate of 2.47% and a 2-quarter average growth rate of 3.83%. The portfolio is managed by Nicole Alexander, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
SPLG
Spdr Portfolio S&p 500 Etf
Recent Activity
Increased 3.94%
4.98%
$321.348M
4.198M shares@ $76.54 avg price
DMBS
Doubleline Mortgage Etf
Recent Activity
Increased 15.72%
2.35%
$151.619M
3.07M shares@ $49.39 avg price
GLDM
Spdr Gold Minishares Trust
Recent Activity
Increased 47.81%
2.34%
$150.923M
1.628M shares@ $92.69 avg price
NVDA
Nvidia Corp
Recent Activity
Decreased -3.89%
2.01%
$129.326M
741,546 shares@ $174.41 avg price
AMZN
Amazon.com Inc
Recent Activity
Increased 1.39%
1.99%
$128.438M
616,689 shares@ $208.27 avg price
AAPL
Apple Inc
Recent Activity
Decreased -2.64%
1.94%
$125.187M
493,268 shares@ $253.8 avg price
AVDE
Avantis International Equity
Recent Activity
Increased 3.88%
1.86%
$120.03M
1.415M shares@ $84.85 avg price
MSFT
Microsoft Corp
Recent Activity
Increased 6.84%
1.84%
$118.304M
319,595 shares@ $370.17 avg price
JMBS
Janus Henderson Mortg Backed
Recent Activity
Increased 5.38%
1.65%
$106.034M
2.347M shares@ $45.18 avg price
GOOG
Alphabet Inc-cl C
Recent Activity
Decreased -7.95%
1.63%
$105.093M
366,358 shares@ $286.86 avg price

1-10 of 420