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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
WPCWp Carey Inc
Recent Activity
Increased 10.21%
0.73%
$9.846M
158,045 shares@ $62.31 avg price
IRMIron Mtn Inc Del
Recent Activity
Decreased -3.36%
0.73%
$9.745M
82,007 shares@ $118.84 avg price
KMBKimberly-clark Corp
Recent Activity
Decreased -5%
0.71%
$9.569M
67,255 shares@ $142.29 avg price
VZVerizon Communications Inc
Recent Activity
Decreased -1.93%
0.68%
$9.168M
204,141 shares@ $44.91 avg price
0906⤦Biomarin Pharmaceutical Inc
Recent Activity
Decreased -6.74%
0.66%
$8.832M
9.26M shares@ $0.96 avg price
AMGNAmgen Inc
Recent Activity
Decreased -0.41%
0.65%
$8.768M
27,212 shares@ $322.21 avg price
GOOGLAlphabet Inc
Recent Activity
Decreased -2.95%
0.65%
$8.653M
52,171 shares@ $165.85 avg price
EMREmerson Elec Co
Recent Activity
Decreased -1.78%
0.62%
$8.256M
75,486 shares@ $109.37 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