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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
CVXChevron Corp New
Recent Activity
Increased 16.09%
0.85%
$11.338M
76,989 shares@ $147.28 avg price
PFEPfizer Inc
Recent Activity
Increased 4.77%
0.81%
$10.856M
375,109 shares@ $28.94 avg price
WPCWp Carey Inc
Recent Activity
Increased 10.21%
0.73%
$9.846M
158,045 shares@ $62.31 avg price
DISDisney Walt Co
Recent Activity
Increased 10.31%
0.6%
$8.064M
83,839 shares@ $96.19 avg price
XOMExxon Mobil Corp
Recent Activity
Increased 25.48%
0.58%
$7.793M
66,483 shares@ $117.22 avg price
CLFCleveland-cliffs Inc New
Recent Activity
Increased 1.24%
0.58%
$7.729M
605,256 shares@ $12.78 avg price
ITCIIntra-cellular Therapies Inc
Recent Activity
Increased 0.52%
0.48%
$6.43M
87,884 shares@ $73.18 avg price
IONSIonis Pharmaceuticals Inc
Recent Activity
Increased 1.57%
0.46%
$6.136M
153,175 shares@ $40.07 avg price
CRMSalesforce Inc
Recent Activity
Increased 252.11%
0.4%
$5.292M
19,334 shares@ $273.71 avg price
BRK.BBerkshire Hathaway Inc Del
Recent Activity
Increased 5.52%
0.32%
$4.252M
9,238 shares@ $460.27 avg price