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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
PGProcter And Gamble Co
Recent Activity
Decreased -4.04%
1.03%
$13.826M
79,830 shares@ $173.2 avg price
VICIVici Pptys Inc
Recent Activity
Decreased -3.7%
0.93%
$12.418M
372,804 shares@ $33.31 avg price
RTXRtx Corporation
Recent Activity
Decreased -1.56%
0.91%
$12.265M
101,229 shares@ $121.17 avg price
4622⤦Ionis Pharmaceuticals Inc
Recent Activity
Decreased -1.23%
0.91%
$12.244M
12.363M shares@ $1.0 avg price
9282⤦Vishay Intertechnology Inc
Recent Activity
Decreased -6.59%
0.9%
$12.095M
12.357M shares@ $0.98 avg price
ADBEAdobe Inc
Recent Activity
Decreased -0.1%
0.82%
$11.018M
21,279 shares@ $517.79 avg price
1630⤦Chefs Whse Inc
Recent Activity
Decreased -15.02%
0.8%
$10.688M
10.103M shares@ $1.06 avg price
USBUs Bancorp Del
Recent Activity
Decreased -6.91%
0.77%
$10.263M
224,432 shares@ $45.73 avg price
IRMIron Mtn Inc Del
Recent Activity
Decreased -3.36%
0.73%
$9.745M
82,007 shares@ $118.84 avg price
KMBKimberly-clark Corp
Recent Activity
Decreased -5%
0.71%
$9.569M
67,255 shares@ $142.29 avg price