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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
4622⤦Ionis Pharmaceuticals Inc
Recent Activity
Decreased -9.89%
1.03%
$13.893M
14.183M shares@ $0.98 avg price
PNCPnc Finl Svcs Group Inc
Recent Activity
Increased 7.2%
1.03%
$13.853M
74,944 shares@ $184.85 avg price
PGProcter And Gamble Co
Recent Activity
Decreased -4.04%
1.03%
$13.826M
79,830 shares@ $173.2 avg price
MCDMcdonalds Corp
Recent Activity
Increased 5.09%
1.02%
$13.657M
44,850 shares@ $304.52 avg price
UNHUnitedhealth Group Inc
Recent Activity
Increased 3.29%
1.01%
$13.514M
23,113 shares@ $584.69 avg price
NVDANvidia Corporation
Recent Activity
Increased 934.03%
0.99%
$13.298M
109,503 shares@ $121.44 avg price
LYBLyondellbasell Industries N
Recent Activity
Increased 2.46%
0.98%
$13.219M
137,842 shares@ $95.9 avg price
ACNAccenture Plc Ireland
Recent Activity
Increased 8.23%
0.98%
$13.124M
37,129 shares@ $353.49 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