Sonoma Private Wealth LLC Purchases and Sells in Q2 2025

Sonoma Private Wealth LLC

$81.6 Billion
Q2 2025

Top Buys

Incresed Positions

10 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SGOV	40.9K + 78.23%	$100.35 - $100.71 $4.1M - $4.12M	93.2K $9.38B
NVDA	1.05K + 3.24%	$94.31 - $157.99 $98.6K - $165K	33.3K $5.26B
FXF	2.05K + 14.29%	$100.45 - $111.8 $206K - $229K	16.4K $1.83B
PHYS	8.98K + 14.66%	$22.82 - $26.29 $205K - $236K	70.3K $1.78B
GE	3 + 0.14%	$166.81 - $257.39 $500 - $772	2.18K $561M
GOOGL	66 + 1.27%	$144.7 - $178.6 $9.55K - $11.8K	5.25K $925M

New Holdings

5 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SERVICETITAN INC	3.46K New	N/A	3.46K $371M
META	401 New	$484.66 - $738.09 $194K - $296K	401 $296M
NFLX	218 New	$855.86 - $1339.13 $187K - $292K	218 $292M
DDOG	1.83K New	$87.0 - $134.33 $159K - $246K	1.83K $246M
ABT	1.5K New	$123.95 - $138.08 $186K - $207K	1.5K $204M

Top Sells

Reduced Positions

40 operations

Stock	Shares change	Price Range	Shares Held	Trade History
ABBV	-2.59K - 46.88%	$170.16 - $206.27 $440K - $533K	2.93K $544M
VPN	-22.9K - 42.26%	N/A	31.4K $584M
AAPL	-59 - 0.43%	$172.42 - $223.89 $10.2K - $13.2K	13.5K $2.77B
PG	-203 - 2.29%	$157.66 - $172.39 $32K - $35K	8.68K $1.38B
JNJ	-162 - 2.41%	$146.36 - $159.82 $23.7K - $25.9K	6.56K $1B
LOW	-323 - 9.83%	$210.83 - $235.28 $68.1K - $76K	2.96K $657M

Activity Summary All Purchases 15 New Holdings 5 Increased Positions 10 All Sells 40 Reductions 40 Sold out 0 Calls 0 Puts 0

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