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Sara S. Alexander

@Sonora Investment Management Group, Llc

Latest period2024 - Q3ReportedManaged Assets$1.35BTotal holdings288
Assets growth rate5.6%Assets growth rate (2-Q avg)2.79%Continuous growth in asset value1 quarters

Portfolio positions

This chart displays the top 10 holdings in Sonora Investment Management Group, Llc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 288 positions.

Assets under management

The assets under management (AUM) of Sonora Investment Management Group, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 1.35B in assets, with a quarterly growth rate of 5.6% and a 2-quarter average growth rate of 2.79%. The portfolio is managed by Sara S. Alexander, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
AAPLApple Inc
Recent Activity
Decreased -3.46%
4.75%
$64.062M
274,946 shares@ $233.01 avg price
MSFTMicrosoft Corp
Recent Activity
Decreased -1.75%
4.21%
$56.761M
131,911 shares@ $430.3 avg price
GOOGAlphabet Inc
Recent Activity
Decreased -2.03%
2.59%
$34.835M
208,358 shares@ $167.19 avg price
COSTCostco Whsl Corp New
Recent Activity
Decreased -0.17%
2.28%
$30.672M
34,598 shares@ $886.54 avg price
ORCLOracle Corp
Recent Activity
Decreased -0.01%
2.25%
$30.244M
177,486 shares@ $170.4 avg price
QCOMQualcomm Inc
Recent Activity
Decreased -1.14%
1.93%
$25.949M
152,599 shares@ $170.05 avg price
KLACKla Corp
Recent Activity
Decreased -0.34%
1.83%
$24.589M
31,752 shares@ $774.41 avg price
1630⤦Cheesecake Factory Inc
Recent Activity
Decreased -10.71%
1.6%
$21.488M
22.617M shares@ $0.96 avg price
8660⤦Summit Hotel Pptys
Recent Activity
Decreased -6.47%
1.15%
$15.403M
16.36M shares@ $0.95 avg price
4622⤦Ionis Pharmaceuticals Inc
Recent Activity
Decreased -9.89%
1.03%
$13.893M
14.183M shares@ $0.98 avg price