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Tuesday, August 01, 2023 9:18:17 AM
Here's a run down on Douglas C. Lane & Associates:
Douglas C. Lane & Associates is a registered1 investment advisory firm based in New York City. We manage approximately $7.0 billion of capital for our client base of high net worth families, trusts, pensions, endowments, foundations and institutions in 46 states and 16 countries around the world. We are independently operated and have 37 associates, including 10 partners.Latest Holdings, Performance, AUM (from 13F, 13D)
Douglas Lane & Associates, LLC has disclosed 237 total holdings in their latest SEC filings. Most recent portfolio value is calculated to be $ 6,192,447,478 USD. Actual Assets Under Management (AUM) is this value plus cash (which is not disclosed). Douglas Lane & Associates, LLCs top holdings are NVIDIA Corp (US:NVDA) , Microsoft Corporation (US:MSFT) , Qualcomm, Inc. (US:QCOM) , JPMorgan Chase & Co. (US:JPM) , and Alphabet Inc - Class A (US:GOOGL) . Douglas Lane & Associates, LLCs new positions include Wheaton Precious Metals Corp (US:WPM) , Nucor Corp. (US:NUE) , Dow Inc (US:DOW) , Arthur J. Gallagher & Co. (US:AJG) , and Copart, Inc. (US:CPRT) .
SOMEBODY LED THEM ONTO BIOELECTRONICS?
Date of Filing was July 19th. Date effective 30th, 2023.
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