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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
EPDEnterprise Prods Partners L
Recent Activity
Increased 7.55%
0.13%
$1.718M
59,004 shares@ $29.12 avg price
ETEnergy Transfer L P
Recent Activity
Increased 26.24%
0.13%
$1.713M
106,725 shares@ $16.05 avg price
AMATApplied Matls Inc
Recent Activity
Increased 1.08%
0.13%
$1.69M
8,364 shares@ $202.04 avg price
TSMTaiwan Semiconductor Mfg Ltd
Recent Activity
Increased 0.68%
0.12%
$1.502M
8,649 shares@ $173.67 avg price
DHID R Horton Inc
Recent Activity
Increased 1.31%
0.11%
$1.476M
7,738 shares@ $190.78 avg price
PMPhilip Morris Intl Inc
Recent Activity
Increased 13.12%
0.11%
$1.415M
11,660 shares@ $121.4 avg price
SCHXSchwab Strategic Tr
Recent Activity
Increased 28.98%
0.1%
$1.309M
19,286 shares@ $67.85 avg price
BXSLBlackstone Secd Lending Fd
Recent Activity
Increased 6.3%
0.09%
$1.211M
41,355 shares@ $29.3 avg price
VUGVanguard Index Fds
Recent Activity
Increased 5.39%
0.09%
$1.112M
2,897 shares@ $383.95 avg price
CSXCsx Corp
Recent Activity
Increased 7.5%
0.08%
$955,307
27,666 shares@ $34.54 avg price