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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
TSMTaiwan Semiconductor Mfg Ltd
Recent Activity
Exited
0%
$396,982
2,284 shares@ $173.81 avg price
GSKGsk Plc
Recent Activity
Exited
0%
$314,584
8,171 shares@ $38.51 avg price
VZVerizon Communications Inc
Recent Activity
Exited
0%
$310,620
7,532 shares@ $41.25 avg price
UNHUnitedhealth Group Inc
Recent Activity
Exited
0%
$285,186
560 shares@ $509.27 avg price
TPRTapestry Inc
Recent Activity
Exited
0%
$260,120
6,079 shares@ $42.79 avg price
AVGOBroadcom Inc
Recent Activity
Exited
0%
$256,885
160 shares@ $1605.54 avg price
DVNDevon Energy Corp New
Recent Activity
Exited
0%
$252,500
5,327 shares@ $47.41 avg price
FLUTFlutter Entmt Plc
Recent Activity
Exited
0%
$240,715
1,320 shares@ $182.36 avg price
KDPKeurig Dr Pepper Inc
Recent Activity
Exited
0%
$239,378
7,167 shares@ $33.41 avg price
AEPAmerican Elec Pwr Co Inc
Recent Activity
Exited
0%
$235,757
2,687 shares@ $87.74 avg price