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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
VFHVanguard World Fd
Recent Activity
Exited
0%
$304,255
2,972 shares@ $102.38 avg price
VYMVanguard Whitehall Fds
Recent Activity
Exited
0%
$294,362
2,433 shares@ $120.99 avg price
VTIPVanguard Malvern Fds
Recent Activity
Exited
0%
$261,576
5,462 shares@ $47.9 avg price
JPSTJ P Morgan Exchange Traded F
Recent Activity
Exited
0%
$250,384
4,963 shares@ $50.46 avg price
RSPTInvesco Exchange Traded Fd T
Recent Activity
Exited
0%
$249,529
7,091 shares@ $35.19 avg price
NSCNorfolk Southn Corp
Recent Activity
Exited
0%
$248,741
976 shares@ $254.86 avg price
CAHCardinal Health Inc
Recent Activity
Exited
0%
$243,942
2,180 shares@ $111.9 avg price
VNQVanguard Index Fds
Recent Activity
Exited
0%
$224,157
2,592 shares@ $86.49 avg price
FISFidelity Natl Information Sv
Recent Activity
Exited
0%
$208,150
2,806 shares@ $74.19 avg price
TROWPrice T Rowe Group Inc
Recent Activity
Exited
0%
$207,752
1,704 shares@ $121.93 avg price