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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
WMTWalmart Inc
Recent Activity
Increased 3.77%
0.04%
$2.133M
23,611 shares@ $90.36 avg price
ABBVAbbvie Inc
Recent Activity
Increased 0.22%
0.03%
$1.891M
10,644 shares@ $177.71 avg price
ADPAutomatic Data Processing Inc
Recent Activity
Increased 6.05%
0.03%
$1.691M
5,775 shares@ $292.74 avg price
LAMRLamar Advertising Co New Cl A
Recent Activity
Increased 0.42%
0.03%
$1.544M
12,682 shares@ $121.75 avg price
MMCMarsh & Mclennan Cos Inc
Recent Activity
Increased 45.61%
0.03%
$1.488M
7,005 shares@ $212.41 avg price
VRSKVerisk Analytics Inc
Recent Activity
Increased 0.45%
0.02%
$1.313M
4,767 shares@ $275.46 avg price
SBUXStarbucks Corp
Recent Activity
Increased 0.17%
0.02%
$1.202M
13,171 shares@ $91.26 avg price
HUBBHubbell Inc
Recent Activity
Increased 158.66%
0.02%
$1.127M
2,690 shares@ $418.89 avg price
EMREmerson Electric Co
Recent Activity
Increased 16.26%
0.02%
$1.103M
8,904 shares@ $123.93 avg price
KKRKkr & Co Inc
Recent Activity
Increased 0.44%
0.02%
$1.053M
7,121 shares@ $147.92 avg price