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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
JPMJpmorgan Chase & Co.
Recent Activity
Increased 1.48%
1.76%
$23.651M
112,166 shares@ $210.87 avg price
METAMeta Platforms Inc
Recent Activity
Increased 3.36%
1.71%
$23.053M
40,272 shares@ $572.44 avg price
IBMInternational Business Machs
Recent Activity
Increased 1.06%
1.7%
$22.863M
103,415 shares@ $221.09 avg price
LMTLockheed Martin Corp
Recent Activity
Increased 3.38%
1.67%
$22.484M
38,462 shares@ $584.57 avg price
1630⤦Cheesecake Factory Inc
Recent Activity
Decreased -10.71%
1.6%
$21.488M
22.617M shares@ $0.96 avg price
HDHome Depot Inc
Recent Activity
Increased 2.89%
1.6%
$21.46M
52,960 shares@ $405.21 avg price
VLOValero Energy Corp
Recent Activity
Increased 0.86%
1.58%
$21.274M
157,553 shares@ $135.04 avg price
BXBlackstone Inc
Recent Activity
Increased 5.98%
1.57%
$21.154M
138,141 shares@ $153.14 avg price
AVGOBroadcom Inc
Recent Activity
Increased 938.97%
1.56%
$21.049M
122,026 shares@ $172.5 avg price
AMZNAmazon Com Inc
Recent Activity
Increased 3.16%
1.53%
$20.646M
110,806 shares@ $186.33 avg price