Douglas Lane & Associates, LLC Portfolio Holdings
Douglas Lane & Associates, LLC
- $7.1 Billion
- Q3 2024
Douglas Lane & Associates, LLC has filed its 13F form on October 10, 2024 for Q3 2024 where it was disclosed a total value porftolio of $7.1 Billion distributed in 238 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $264M, Qualcomm Inc with a value of $193M, Microsoft Corp with a value of $172M, Jpmorgan Chase & CO with a value of $167M, and Alphabet Inc. with a value of $155M.
Examining the 13F form we can see an increase of $215M in the current position value, from $6.89B to 7.1B.
Below you can find more details about Douglas Lane & Associates, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$7.1 Billion
Financial Services: $1.28 Billion
Technology: $1.17 Billion
Industrials: $924 Million
Healthcare: $901 Million
Consumer Defensive: $600 Million
Communication Services: $547 Million
Basic Materials: $490 Million
Consumer Cyclical: $403 Million
Other: $713 Million
Stock Holdings Table ETFs Only
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
|---|
Summary
- Portfolio
- No. of Stocks 238
- Current Value $7.1 Billion
- Prior Value $6.89 Billion
- Filing
- Period Q3 2024
- Filing Date October 10, 2024
- Form Type 13F-HR
- Activity in Q3 2024
- New Purchases 10 stocks
- Additional Purchases 54 stocks
- Sold out of 0 stocks
- Reduced holdings in 151 stocks