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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 -1.23%
0.91%
$12.244M
12.363M shares@ $1.0 avg price
PAYXPaychex Inc
Recent Activity
Increased 9.39%
0.91%
$12.15M
90,546 shares@ $134.19 avg price
9282⤦Vishay Intertechnology Inc
Recent Activity
Decreased -6.59%
0.9%
$12.095M
12.357M shares@ $0.98 avg price
EVRGEvergy Inc
Recent Activity
Increased 6.77%
0.88%
$11.84M
190,935 shares@ $62.01 avg price
MDTMedtronic Plc
Recent Activity
Increased 9.98%
0.87%
$11.606M
128,917 shares@ $90.04 avg price
CVXChevron Corp New
Recent Activity
Increased 16.09%
0.85%
$11.338M
76,989 shares@ $147.28 avg price
ADBEAdobe Inc
Recent Activity
Decreased -0.1%
0.82%
$11.018M
21,279 shares@ $517.79 avg price
PFEPfizer Inc
Recent Activity
Increased 4.77%
0.81%
$10.856M
375,109 shares@ $28.94 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