test

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
MRKMerck & Co Inc
Recent Activity
Increased 2.18%
1.45%
$19.479M
171,528 shares@ $113.57 avg price
TXNTexas Instrs Inc
Recent Activity
Increased 3.39%
1.38%
$18.517M
89,639 shares@ $206.57 avg price
CSCOCisco Sys Inc
Recent Activity
Increased 4.22%
1.32%
$17.701M
332,609 shares@ $53.23 avg price
JNJJohnson & Johnson
Recent Activity
Increased 1.8%
1.24%
$16.637M
102,657 shares@ $162.06 avg price
UNPUnion Pac Corp
Recent Activity
Increased 2.35%
1.23%
$16.593M
67,318 shares@ $246.49 avg price
PEPPepsico Inc
Recent Activity
Increased 5.08%
1.21%
$16.227M
95,427 shares@ $170.06 avg price
6533⤦Nextera Energy Inc
Recent Activity
Increased 27.87%
1.19%
$16.048M
346,170 shares@ $46.37 avg price
8660⤦Summit Hotel Pptys
Recent Activity
Decreased -6.47%
1.15%
$15.403M
16.36M shares@ $0.95 avg price
TFCTruist Finl Corp
Recent Activity
Increased 5.25%
1.05%
$14.124M
330,238 shares@ $42.77 avg price
VVisa Inc
Recent Activity
Increased 2.73%
1.05%
$14.074M
51,187 shares@ $274.96 avg price