Douglas Lane & Associates, LLC Portfolio Holdings
Douglas Lane & Associates, LLC
- $6.9 Billion
- Q4 2024
Douglas Lane & Associates, LLC has filed its 13F form on January 08, 2025 for Q4 2024 where it was disclosed a total value porftolio of $6.9 Billion distributed in 234 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $272M, Jpmorgan Chase & CO with a value of $183M, Alphabet Inc. with a value of $177M, Qualcomm Inc with a value of $170M, and Microsoft Corp with a value of $164M.
Examining the 13F form we can see an decrease of $200M in the current position value, from $7.1B to 6.9B.
Below you can find more details about Douglas Lane & Associates, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$6.9 Billion
Financial Services: $1.33 Billion
Technology: $1.21 Billion
Industrials: $936 Million
Healthcare: $798 Million
Communication Services: $569 Million
Consumer Defensive: $512 Million
Basic Materials: $440 Million
Consumer Cyclical: $330 Million
Other: $714 Million
Stock Holdings Table ETFs Only
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
|---|
Summary
- Portfolio
- No. of Stocks 234
- Current Value $6.9 Billion
- Prior Value $7.1 Billion
- Filing
- Period Q4 2024
- Filing Date January 08, 2025
- Form Type 13F-HR
- Activity in Q4 2024
- New Purchases 5 stocks
- Additional Purchases 85 stocks
- Sold out of 0 stocks
- Reduced holdings in 126 stocks