Sonoma Private Wealth LLC Purchases and Sells in Q1 2025

Sonoma Private Wealth LLC

$72.1 Billion
Q1 2025

Top Buys

Incresed Positions

25 operations

Stock	Shares change	Price Range	Shares Held	Trade History
MSFT	21.5K + 326.15%	$375.39 - $447.2 $8.06M - $9.6M	28.1K $10.5B
SGOV	43.5K + 495.94%	$100.34 - $100.68 $4.36M - $4.38M	52.3K $5.26B
AAPL	7.62K + 127.97%	$209.68 - $247.1 $1.6M - $1.88M	13.6K $3.02B
LOW	2.32K + 238.76%	$222.66 - $268.42 $516K - $622K	3.29K $766M
ABBV	1.58K + 40.28%	$169.2 - $216.66 $268K - $343K	5.52K $1.16B
JNJ	1.97K + 41.27%	$142.06 - $167.7 $279K - $330K	6.73K $1.12B

New Holdings

8 operations

Stock	Shares change	Price Range	Shares Held	Trade History
PHYS	61.3K New	$20.25 - $24.06 $1.24M - $1.47M	61.3K $1.47B
FXF	14.4K New	$96.74 - $101.36 $1.39M - $1.45M	14.4K $1.44B
EWL	10.5K New	$45.85 - $53.59 $483K - $565K	10.5K $546M
ACN	1.08K New	$300.91 - $398.25 $326K - $432K	1.08K $338M
VWO	6.34K New	$42.5 - $46.71 $270K - $296K	6.34K $287M
BNDX	4.47K New	$48.33 - $49.5 $216K - $221K	4.47K $218M

Top Sells

Reduced Positions

33 operations

Stock	Shares change	Price Range	Shares Held	Trade History
PCOR	-14K - 72.48%	$65.21 - $88.33 $915K - $1.24M	5.33K $352M
VTV	-5.08K - 40.01%	$167.73 - $179.21 $852K - $910K	7.62K $1.32B
VUG	-869 - 25.6%	$369.1 - $427.61 $321K - $372K	2.53K $937M
COST	-508 - 46.52%	$890.62 - $1076.86 $452K - $547K	584 $552M
VO	-1.5K - 58.97%	$251.87 - $277.95 $378K - $417K	1.05K $270M
IVV	-78 - 0.88%	$554.06 - $615.85 $43.2K - $48K	8.81K $4.95B

Activity Summary All Purchases 33 New Holdings 8 Increased Positions 25 All Sells 33 Reductions 33 Sold out 0 Calls 0 Puts 0

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