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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
AVGOBroadcom Inc
Recent Activity
Increased 0.45%
0.02%
$990,038
4,270 shares@ $231.86 avg price
ULTAUlta Beauty Inc
Recent Activity
Increased 5.4%
0.02%
$917,067
2,109 shares@ $434.84 avg price
VZVerizon Communications Inc
Recent Activity
Increased 6.36%
0.02%
$865,480
21,642 shares@ $40.0 avg price
MDLZMondelez Intl Inc Cl A
Recent Activity
Increased 1.43%
0.02%
$843,999
14,130 shares@ $59.74 avg price
PMPhilip Morris International In
Recent Activity
Increased 16.23%
0.02%
$715,684
5,947 shares@ $120.35 avg price
MCDMcdonalds Corp
Recent Activity
Increased 23.38%
0.01%
$683,770
2,359 shares@ $289.86 avg price
UNPUnion Pacific Corp
Recent Activity
Increased 4.85%
0.01%
$651,282
2,856 shares@ $228.04 avg price
BNBrookfield Corp Cl A Ltd Vt Sh
Recent Activity
Increased 28.82%
0.01%
$649,472
11,305 shares@ $57.45 avg price
NFLXNetflix Inc
Recent Activity
Increased 17.93%
0.01%
$515,829
579 shares@ $890.9 avg price
EDConsolidated Edison Inc
Recent Activity
Increased 54.74%
0.01%
$491,124
5,504 shares@ $89.24 avg price