test

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
CCitigroup Inc
Recent Activity
0.03%
$78,250
1,250 shares@ $62.6 avg price
MMM3m Co
Recent Activity
0.02%
$69,034
505 shares@ $136.71 avg price
PMPhilip Morris Intl Inc
Recent Activity
Decreased -81.26%
0.02%
$65,677
541 shares@ $121.4 avg price
VOEVanguard Index Fds
Recent Activity
0.02%
$65,391
390 shares@ $167.67 avg price
SPGSimon Ppty Group Inc New
Recent Activity
0.02%
$58,481
346 shares@ $169.03 avg price
VWOVanguard Intl Equity Index F
Recent Activity
0.02%
$58,377
1,220 shares@ $47.85 avg price
VOTVanguard Index Fds
Recent Activity
0.02%
$55,998
230 shares@ $243.47 avg price
PRFInvesco Exchange Traded Fd T
Recent Activity
0.02%
$55,866
1,375 shares@ $40.63 avg price
DALDelta Air Lines Inc Del
Recent Activity
0.02%
$50,790
1,000 shares@ $50.79 avg price
BEBloom Energy Corp
Recent Activity
0.02%
$49,484
4,686 shares@ $10.56 avg price