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Nicole Alexander

Gradient Investments Llc

Assets Managed
$7.247B
Holdings
448
Last Quarter
2026 - Q2
Filed Date
2d ago
Growth Rate
12.28%(2Q avg: 7.37%)
Sustained Growth
11 quarters

Portfolio positions

This chart displays the top 10 holdings in Gradient Investments Llc's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 448 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 11 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 7.247B in assets, with a quarterly growth rate of 12.28% and a 2-quarter average growth rate of 7.37%. The portfolio is managed by Nicole Alexander, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
SPLG
Spdr Portfolio S&p 500 Etf
Recent Activity
Increased 6.59%
5.43%
$393.246M
4.475M shares@ $87.89 avg price
NVDA
Nvidia Corp
Recent Activity
Increased 29.49%
2.66%
$192.131M
960,223 shares@ $200.1 avg price
DMBS
Doubleline Mortgage Etf
Recent Activity
Increased 0.35%
2.09%
$151.25M
3.081M shares@ $49.09 avg price
AAPL
Apple Inc
Recent Activity
Increased 1.78%
2.01%
$145.263M
502,015 shares@ $289.36 avg price
AMZN
Amazon.com Inc
Recent Activity
Decreased -3.18%
1.97%
$142.293M
597,018 shares@ $238.35 avg price
AVDE
Avantis International Equity
Recent Activity
Increased 2.19%
1.78%
$128.95M
1.446M shares@ $89.21 avg price
GOOG
Alphabet Inc-cl C
Recent Activity
Decreased -5.72%
1.69%
$122.036M
345,387 shares@ $353.34 avg price
JMBS
Janus Henderson Mortg Backed
Recent Activity
Increased 14.57%
1.67%
$120.968M
2.689M shares@ $44.99 avg price
GLDM
Spdr Gold Minishares Trust
Recent Activity
Decreased -6.78%
1.67%
$120.537M
1.518M shares@ $79.42 avg price
SEPU
Allianzim Us Bf15 Uncap Sep
Recent Activity
Increased 14.53%
1.66%
$119.857M
3.858M shares@ $31.07 avg price

1-10 of 448