Douglas Lane & Associates, LLC has filed its 13F form on April 11, 2024 for Q1 2024 where it was disclosed a total value porftolio of $6.79 Billion distributed in 243 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $238M, Qualcomm Inc with a value of $212M, Microsoft Corp with a value of $180M, Jpmorgan Chase & CO with a value of $171M, and Alphabet Inc. with a value of $148M.

Examining the 13F form we can see an increase of $428M in the current position value, from $6.36B to 6.79B.

Below you can find more details about Douglas Lane & Associates, LLC portfolio as well as his latest detailed transactions.

Portfolio value $6.79 Billion
Financial Services: $1.3 Billion
Technology: $1.1 Billion
Healthcare: $907 Million
Industrials: $786 Million
Communication Services: $548 Million
Consumer Defensive: $535 Million
Consumer Cyclical: $476 Million
Basic Materials: $406 Million
Other: $673 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History


  • Portfolio
  • No. of Stocks 243
  • Current Value $6.79 Billion
  • Prior Value $6.36 Billion
  • Filing
  • Period Q1 2024
  • Filing Date April 11, 2024
  • Form Type 13F-HR
  • Activity in Q1 2024
  • New Purchases 9 stocks
  • Additional Purchases 85 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 129 stocks
Track This Portfolio

Track Douglas Lane & Associates, LLC Portfolio

Follow Douglas Lane & Associates, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Douglas Lane & Associates, LLC, based on Form 13F filings with the SEC.


Stay updated on Douglas Lane & Associates, LLC with notifications on news.