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Gerald Kane

@Nordwand Advisors, Llc

Latest period2024 - Q3ReportedManaged Assets$373.635MTotal holdings141
Assets growth rate62.97%Assets growth rate (2-Q avg)26.04%Continuous growth in asset value1 quarters

Portfolio positions

This chart displays the top 10 holdings in Nordwand Advisors, Llc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 141 positions.

Assets under management

The assets under management (AUM) of Nordwand Advisors, 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 373.635M in assets, with a quarterly growth rate of 62.97% and a 2-quarter average growth rate of 26.04%. The portfolio is managed by Gerald Kane, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
MSFTMicrosoft Corp
Recent Activity
Decreased -3.71%
2.38%
$8.859M
20,588 shares@ $430.3 avg price
JPIEJ P Morgan Exchange Traded F
Recent Activity
Decreased -33.43%
1.63%
$6.087M
131,223 shares@ $46.4 avg price
GRABGrab Holdings Limited
Recent Activity
Decreased -6.96%
1.36%
$5.073M
1.335M shares@ $3.8 avg price
AMBPArdagh Metal Packaging S A
Recent Activity
Decreased -18.65%
0.74%
$2.748M
728,987 shares@ $3.78 avg price
AAPLApple Inc
Recent Activity
Decreased -5.37%
0.51%
$1.876M
8,050 shares@ $233.0 avg price
JEPIJ P Morgan Exchange Traded F
Recent Activity
Decreased -60.96%
0.37%
$1.372M
23,050 shares@ $59.52 avg price
LXULsb Inds Inc
Recent Activity
Decreased -80.27%
0.07%
$247,367
30,767 shares@ $8.05 avg price
AMPSAltus Power Inc
Recent Activity
Decreased -3%
0.04%
$141,675
44,552 shares@ $3.18 avg price
VEAVanguard Tax-managed Fds
Recent Activity
Decreased -48.65%
0.03%
$105,884
2,005 shares@ $52.81 avg price
MRKMerck &co Inc
Recent Activity
Decreased -73.59%
0.03%
$104,589
921 shares@ $113.57 avg price