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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
KVUEKenvue Inc
Recent Activity
Decreased -59.79%
0.03%
$1.98M
92,720 shares@ $21.36 avg price
CLColgate Palmolive Co
Recent Activity
Decreased -0.25%
0.03%
$1.844M
20,282 shares@ $90.92 avg price
ADIAnalog Devices Inc
Recent Activity
Decreased -19.48%
0.03%
$1.755M
8,261 shares@ $212.45 avg price
ABTAbbott Labs
Recent Activity
Decreased -1.01%
0.03%
$1.749M
15,466 shares@ $113.11 avg price
CATCaterpillar Inc
Recent Activity
Decreased -2.79%
0.03%
$1.704M
4,697 shares@ $362.77 avg price
VRSNVerisign Inc
Recent Activity
Decreased -66.57%
0.03%
$1.448M
6,998 shares@ $206.96 avg price
ADBEAdobe Inc
Recent Activity
Decreased -2.43%
0.03%
$1.446M
3,252 shares@ $444.64 avg price
PFEPfizer Inc
Recent Activity
Decreased -4.83%
0.02%
$948,463
35,751 shares@ $26.53 avg price
DPZDominos Pizza Inc
Recent Activity
Decreased -6.1%
0.02%
$910,879
2,170 shares@ $419.76 avg price
LUVSouthwest Airlines Co
Recent Activity
Decreased -15.32%
0.02%
$836,197
24,872 shares@ $33.63 avg price