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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
SPYSpdr S&p 500 Etf Tr
Recent Activity
Increased 5.89%
0.29%
$3.852M
6,714 shares@ $573.74 avg price
MLPAGlobal X Fds
Recent Activity
Increased 21.22%
0.23%
$3.089M
64,389 shares@ $47.99 avg price
PSXPhillips 66
Recent Activity
Increased 1.65%
0.21%
$2.807M
21,352 shares@ $131.46 avg price
IVVIshares Tr
Recent Activity
Increased 6.63%
0.21%
$2.795M
4,846 shares@ $576.78 avg price
LLYEli Lilly & Co
Recent Activity
Increased 22.93%
0.2%
$2.627M
2,965 shares@ $886.02 avg price
TSLATesla Inc
Recent Activity
Increased 3.54%
0.2%
$2.589M
9,894 shares@ $261.64 avg price
FITBFifth Third Bancorp
Recent Activity
Increased 0.64%
0.19%
$2.532M
59,096 shares@ $42.84 avg price
INTCIntel Corp
Recent Activity
Increased 562.06%
0.18%
$2.347M
100,037 shares@ $23.47 avg price
WMWaste Mgmt Inc Del
Recent Activity
Increased 0.09%
0.17%
$2.247M
10,824 shares@ $207.61 avg price
SYKStryker Corporation
Recent Activity
Increased 0.44%
0.15%
$1.996M
5,524 shares@ $361.25 avg price