Sonoma Private Wealth LLC Purchases and Sells in Q1 2024

Sonoma Private Wealth LLC

$62.2 Billion
Q1 2024

Top Buys

Incresed Positions

31 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VPN	16.9K + 24.0%	$14.09 - $16.08 $238K - $272K	87.3K $1.36B
AMZN	944 + 22.41%	$144.57 - $180.38 $136K - $170K	5.16K $930M
V	569 + 29.36%	$257.98 - $290.37 $147K - $165K	2.51K $700M
SCHZ	4.21K + 75.56%	$45.44 - $46.67 $191K - $197K	9.79K $450M
PG	121 + 1.48%	$147.42 - $162.61 $17.8K - $19.7K	8.31K $1.35B
SCHR	3.04K + 61.31%	$48.64 - $49.88 $148K - $152K	8.01K $393M

New Holdings

16 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VPL	11.6K New	$70.03 - $76.38 $811K - $885K	11.6K $881M
AMPLIFY ETF TR	13.7K New	N/A	13.7K $799M
VWO	13.5K New	$39.04 - $42.23 $527K - $570K	13.5K $564M
GILD	5.98K New	$71.58 - $87.29 $428K - $522K	5.98K $438M
PFE	14K New	$25.89 - $29.73 $362K - $415K	14K $388M
DMCY	15.1K New	$23.73 - $25.82 $358K - $389K	15.1K $388M

Top Sells

Reduced Positions

34 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SGOV	-24.7K - 76.71%	$100.29 - $100.71 $2.47M - $2.48M	7.49K $754M
SPYD	-25.3K - 30.98%	$37.72 - $40.71 $955K - $1.03M	56.4K $2.3B
SMI	-8.69K - 41.37%	$45.97 - $46.6 $399K - $405K	12.3K $568M
IVE	-3.2K - 19.81%	$171.09 - $186.81 $547K - $598K	12.9K $2.42B
PCOR	-5.9K - 52.13%	$64.47 - $82.36 $380K - $486K	5.42K $445M
AAPL	-1.13K - 16.51%	$169.0 - $195.18 $190K - $220K	5.69K $976M

Activity Summary All Purchases 47 New Holdings 16 Increased Positions 31 All Sells 34 Reductions 34 Sold out 0 Calls 0 Puts 0

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