Douglas Lane & Associates, LLC Portfolio Holdings
Douglas Lane & Associates, LLC
- $6.59 Billion
- Q1 2025
Douglas Lane & Associates, LLC has filed its 13F form on April 09, 2025 for Q1 2025 where it was disclosed a total value porftolio of $6.59 Billion distributed in 236 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $211M, Jpmorgan Chase & CO with a value of $183M, Qualcomm Inc with a value of $167M, Microsoft Corp with a value of $147M, and Alphabet Inc. with a value of $143M.
Examining the 13F form we can see an decrease of $314M in the current position value, from $6.9B to 6.59B.
Below you can find more details about Douglas Lane & Associates, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$6.59 Billion
Financial Services: $1.24 Billion
Technology: $1.07 Billion
Industrials: $868 Million
Healthcare: $827 Million
Consumer Defensive: $540 Million
Communication Services: $500 Million
Basic Materials: $435 Million
Real Estate: $341 Million
Other: $700 Million
Stock Holdings Table
Summary
- Portfolio
- No. of Stocks 236
- Current Value $6.59 Billion
- Prior Value $6.9 Billion
- Filing
- Period Q1 2025
- Filing Date April 09, 2025
- Form Type 13F-HR
- Activity in Q1 2025
- New Purchases 10 stocks
- Additional Purchases 79 stocks
- Sold out of 0 stocks
- Reduced holdings in 135 stocks