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Nicole Solinga-Stasi

@Douglas Lane & Associates, Llc

Latest period2024 - Q4ReportedManaged Assets$7.091BTotal holdings234
Assets growth rate-2.53%Assets growth rate (2-Q avg)0.41%Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in Douglas Lane & Associates, Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 234 positions.

Assets under management

The assets under management (AUM) of Douglas Lane & Associates, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 7.091B in assets, with a quarterly growth rate of -2.53% and a 2-quarter average growth rate of 0.41%. The portfolio is managed by Nicole Solinga-Stasi, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
NVDANvidia Corp
Recent Activity
Decreased -6.57%
3.85%
$272.347M
2.028M shares@ $134.29 avg price
JPMJpmorgan Chase & Co
Recent Activity
Decreased -3.52%
2.59%
$183.141M
764,012 shares@ $239.72 avg price
GOOGAlphabet Inc Cap Stk Cl C
Recent Activity
Decreased -0.14%
2.5%
$176.794M
928,344 shares@ $190.44 avg price
QCOMQualcomm Inc
Recent Activity
Decreased -2.44%
2.4%
$169.835M
1.106M shares@ $153.63 avg price
MSFTMicrosoft Corp
Recent Activity
Decreased -2.71%
2.32%
$164.243M
389,662 shares@ $421.51 avg price
GDDYGodaddy Inc Cl A
Recent Activity
Decreased -6.37%
2.23%
$157.541M
798,203 shares@ $197.38 avg price
AXPAmerican Express Co
Recent Activity
Decreased -7.18%
2.07%
$146.742M
494,431 shares@ $296.8 avg price
DALDelta Air Lines Inc New
Recent Activity
Decreased -4.41%
1.83%
$129.619M
2.142M shares@ $60.51 avg price
VVisa Inc Cl A
Recent Activity
Decreased -1.44%
1.8%
$127.305M
402,813 shares@ $316.04 avg price
BXBlackstone Inc
Recent Activity
Decreased -4.47%
1.72%
$121.961M
707,350 shares@ $172.43 avg price