Gerald Kane

@Nordwand Advisors, Llc

Latest period2024 - Q3

Reported2mo 18d ago

Managed Assets$373.635M

Total 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

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
TFFPTff Pharmaceuticals Inc Recent Activity New Position	0.01%	$2,010 1,000 shares@ $2.01 avg price	New Position
OCEAOcean Biomedical Inc Recent Activity New Position	0.01%	$1,960 2,000 shares@ $0.98 avg price	New Position
QSIQuantum Si Inc Recent Activity New Position	0.01%	$1,764 2,000 shares@ $0.89 avg price	New Position
PASGPassage Bio Inc Recent Activity New Position	0.01%	$1,750 2,500 shares@ $0.7 avg price	New Position
PHIOPhio Pharmaceuticals Corp Recent Activity New Position	0.01%	$1,725 500 shares@ $3.45 avg price	New Position
SBFMSunshine Biopharma Inc Recent Activity New Position	0.01%	$1,590 500 shares@ $3.18 avg price	New Position
EBEventbrite Inc Recent Activity New Position	0.01%	$1,365 500 shares@ $2.73 avg price	New Position
USEAUnited Maritime Corporation Recent Activity New Position	0.01%	$1,038 400 shares@ $2.6 avg price	New Position
PLTKPlaytika Hldg Corp Recent Activity New Position	0.01%	$792 100 shares@ $7.92 avg price	New Position
2540⤦Digital Brands Group Inc Recent Activity New Position	0.01%	$504 1,500 shares@ $0.34 avg price	New Position