Sonoma Private Wealth LLC Incresed Positions in Q4 2024

Sonoma Private Wealth LLC

  • $61.9 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
CEF
Sprott Physical Gold & Silver Trust

Financial Services
50.3K
+ 518.8%
$23.63 - $26.47 $1.19M - $1.33M
60K $1.43B
PCOR
Procore Technologies, Inc.

Technology
14K
+ 261.04%
$58.8 - $85.72 $823K - $1.2M
19.4K $1.45B
NVDA
Nvidia Corp

Technology
6.01K
+ 27.54%
$117.0 - $148.88 $703K - $895K
27.8K $3.74B
SCHR
Schwab Intermediate Term Us Tr

ETFs
56K
+ 519.35%
$24.19 - $50.58 $1.35M - $2.83M
66.8K $1.62B
AMZN
Amazon Com Inc

Consumer Cyclical
149
+ 2.83%
$180.88 - $232.93 $27K - $34.7K
5.41K $1.19B
AAPL
Apple Inc.

Technology
417
+ 7.53%
$221.69 - $259.02 $92.4K - $108K
5.96K $1.49B
IJR
Ishares Core S&P Sm Cap ETF

ETFs
1.65K
+ 34.68%
$113.92 - $127.38 $188K - $211K
6.42K $740M
V
Visa Inc.

Financial Services
106
+ 4.37%
$273.87 - $320.91 $29K - $34K
2.53K $800M
DBC
Invesco Db Commodity Index Tracking Fund

ETFs
6.42K
+ 43.37%
$20.92 - $23.57 $134K - $151K
21.2K $454M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
17.9K
+ 144.82%
$22.63 - $47.53 $404K - $849K
30.2K $685M
GOOG
Alphabet Inc.

Communication Services
46
+ 1.19%
$163.08 - $198.16 $7.5K - $9.12K
3.9K $742M
SPY
Spdr S&P 500 ETF Trust

ETFs
148
+ 22.91%
$567.81 - $607.81 $84K - $90K
794 $465M
DMCY
Advisors Inner Circle Fd Iii D

ETFs
5.22K
+ 31.34%
$24.75 - $27.13 $129K - $142K
21.9K $542M
JPM
Jpmorgan Chase & CO

Financial Services
128
+ 7.95%
$205.18 - $250.29 $26.3K - $32K
1.74K $417M
IXJ
Ishares Global Healthcare ETF

ETFs
1.06K
+ 41.57%
$85.65 - $98.34 $90.8K - $104K
3.61K $310M
T
At&T Inc.

Communication Services
629
+ 1.1%
$21.22 - $23.88 $13.3K - $15K
57.6K $1.31B
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
582
+ 7.11%
$100.16 - $100.7 $58.3K - $58.6K
8.77K $880M
HSBC
Hsbc Holdings PLC

Financial Services
250
+ 3.92%
$43.83 - $49.51 $11K - $12.4K
6.64K $328M
GE
General Electric CO

Industrials
462
+ 25.97%
$159.95 - $194.23 $73.9K - $89.7K
2.24K $374M
QUAL
Ishares Msci Usa Quality Facto

ETFs
184
+ 3.9%
$176.42 - $186.91 $32.5K - $34.4K
4.9K $873M
BOX
Box Inc

Technology
941
+ 10.69%
$31.6 - $35.65 $29.7K - $33.5K
9.74K $308M
AKAM
Akamai Technologies Inc

Technology
490
+ 9.3%
N/A
5.76K $551M
VTI
Vanguard Total Stock Market Et

ETFs
1
+ 0.05%
$280.04 - $302.45 $280 - $302
2.19K $634M
MSI
Motorola Solutions, Inc.

Technology
2
+ 0.2%
$449.08 - $504.6 $898 - $1.01K
996 $460M
Amplify ETF Tr
235
+ 2.74%
N/A
8.82K $527M
XLV
Select Sector Spdr Fund Health

ETFs
735
+ 13.45%
$136.28 - $154.74 $100K - $114K
6.2K $853M
MSFT
Microsoft Corp

Technology
157
+ 2.44%
$406.35 - $454.46 $63.8K - $71.4K
6.59K $2.78B
SCHX
Schwab Strategic Tr Us Large C

ETFs
10.9K
+ 200.0%
$22.4 - $68.28 $245K - $746K
16.4K $380M
MGV
Vanguard Mega Cap Value

ETFs
55
+ 1.94%
$124.06 - $133.48 $6.82K - $7.34K
2.89K $361M
SCHO
Schwab Short Term Us Treasury

ETFs
5.76K
+ 100.75%
$24.06 - $48.88 $139K - $281K
11.5K $276M
SMI
Vaneck Vectors ETF Tr

ETFs
30
+ 0.28%
$45.76 - $46.91 $1.37K - $1.41K
10.9K $502M
TLTD
Flexshares Morningstar Dev Mkt

ETFs
115
+ 4.12%
$68.55 - $74.48 $7.88K - $8.57K
2.91K $200M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
7.72K
+ 200.0%
$26.93 - $84.95 $208K - $656K
11.6K $316M
Calamos ETF Tr
263
+ 1.43%
N/A
18.6K $513M
LOW
Lowes Companies Inc

Consumer Cyclical
3
+ 0.31%
$244.52 - $284.07 $734 - $852
970 $239M
ABBV
Abb Vie Inc.

Healthcare
125
+ 3.28%
$164.99 - $203.87 $20.6K - $25.5K
3.93K $699M
JNJ
Johnson & Johnson

Healthcare
4
+ 0.08%
$143.34 - $165.86 $573 - $663
4.76K $689M
AMAT
Applied Materials Inc

Technology
526
+ 10.63%
$161.44 - $213.89 $84.9K - $113K
5.48K $890M
Activity Summary
Buys All Purchases 45 New Holdings 6 Increased Positions 39 Sells All Sells 31 Reductions 31 Sold out 0 Options Calls 0 Puts 0
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