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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
AYAtlantica Sustainable Infr P
Recent Activity
0.04%
$131,880
6,000 shares@ $21.98 avg price
FSKFs Kkr Cap Corp
Recent Activity
0.04%
$129,725
6,575 shares@ $19.74 avg price
CLOXSeries Portfolios Tr
Recent Activity
0.04%
$125,578
4,915 shares@ $25.55 avg price
TSLATesla Inc
Recent Activity
0.04%
$117,734
450 shares@ $261.64 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
ABBVAbbvie Inc
Recent Activity
Decreased -74.38%
0.03%
$95,185
482 shares@ $197.48 avg price
CVXChevron Corp New
Recent Activity
0.03%
$94,695
643 shares@ $147.28 avg price
JPMJpmorgan Chase &co.
Recent Activity
0.03%
$92,568
439 shares@ $210.87 avg price
GSGoldman Sachs Group Inc
Recent Activity
0.03%
$91,595
185 shares@ $495.11 avg price