Sonoma Private Wealth LLC Sells in Q2 2025

Sonoma Private Wealth LLC

  • $81.6 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
ABBV
Abb Vie Inc.

Healthcare
-2.59K
- 46.88%
$170.16 - $206.27 $440K - $533K
2.93K $544M
VPN
Global X Fds Data Ctr Reits &

ETFs
-22.9K
- 42.26%
N/A
31.4K $584M
AAPL
Apple Inc.

Technology
-59
- 0.43%
$172.42 - $223.89 $10.2K - $13.2K
13.5K $2.77B
PG
Procter & Gamble CO

Consumer Defensive
-203
- 2.29%
$157.66 - $172.39 $32K - $35K
8.68K $1.38B
JNJ
Johnson & Johnson

Healthcare
-162
- 2.41%
$146.36 - $159.82 $23.7K - $25.9K
6.56K $1B
LOW
Lowes Companies Inc

Consumer Cyclical
-323
- 9.83%
$210.83 - $235.28 $68.1K - $76K
2.96K $657M
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
-830
- 3.28%
$38.81 - $44.28 $32.2K - $36.8K
24.5K $1.04B
DMCY
Advisors Inner Circle Fd Iii D

ETFs
-4K
- 18.98%
$23.08 - $28.53 $92.3K - $114K
17.1K $486M
DBC
Invesco Db Commodity Index Tracking Fund

ETFs
-1.51K
- 7.19%
$20.16 - $23.26 $30.4K - $35.1K
19.5K $424M
MSI
Motorola Solutions, Inc.

Technology
-54
- 4.27%
$394.72 - $440.39 $21.3K - $23.8K
1.21K $509M
NOK
Nokia Corp

Technology
-2.23K
- 5.66%
$4.65 - $5.43 $10.4K - $12.1K
37.2K $193M
GWW
W.W. Grainger, Inc.

Industrials
-52
- 6.74%
$919.93 - $1101.66 $47.8K - $57.3K
719 $748M
SCHR
Schwab Intermediate Term Us Tr

ETFs
-900
- 1.35%
$24.54 - $25.07 $22.1K - $22.6K
65.6K $1.64B
T
At&T Inc.

Communication Services
-1.61K
- 2.76%
$26.33 - $28.94 $42.3K - $46.4K
56.5K $1.64B
IVE
Ishares S&P 500 Value ETF

ETFs
-274
- 2.63%
$168.34 - $195.42 $46.1K - $53.5K
10.1K $1.98B
IHI
Ishares Tr Dow Jones Us Medica

ETFs
-150
- 3.92%
$54.27 - $63.01 $8.14K - $9.45K
3.67K $230M
V
Visa Inc.

Financial Services
-25
- 0.99%
$308.27 - $373.31 $7.71K - $9.33K
2.5K $886M
AMZN
Amazon Com Inc

Consumer Cyclical
-759
- 12.81%
$167.32 - $223.3 $127K - $169K
5.16K $1.13B
HSBC
Hsbc Holdings PLC

Financial Services
-212
- 3.5%
$46.68 - $61.09 $9.9K - $13K
5.85K $356M
SPY
Spdr S&P 500 ETF Trust

ETFs
-62
- 7.81%
$496.48 - $617.85 $30.8K - $38.3K
732 $452M
PCOR
Procore Technologies, Inc.

Technology
-45
- 0.84%
$56.26 - $72.4 $2.53K - $3.26K
5.29K $362M
Amplify ETF Tr
-297
- 3.28%
N/A
8.77K $510M
BOX
Box Inc

Technology
-508
- 5.04%
$28.42 - $38.55 $14.4K - $19.6K
9.57K $327M
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
-1.55K
- 4.58%
$27.3 - $31.8 $42.4K - $49.4K
32.4K $1.03B
CTAS
Cintas Corp

Industrials
-68
- 3.08%
$190.11 - $227.66 $12.9K - $15.5K
2.14K $477M
EWL
Ishares Inc Msci Switzerlnd

ETFs
-77
- 0.73%
$47.04 - $56.27 $3.62K - $4.33K
10.5K $573M
PH
Parker Hannifin Corp

Industrials
-29
- 5.26%
$517.23 - $700.54 $15K - $20.3K
522 $365M
IBM
International Business Machines Corp

Technology
-38
- 3.93%
$221.03 - $294.78 $8.4K - $11.2K
930 $274M
JUST
Goldman Sachs ETF Tr Just Us L

ETFs
-441
- 4.22%
$70.34 - $87.93 $31K - $38.8K
10K $880M
CSCO
Cisco Systems, Inc.

Technology
-460
- 4.29%
$53.19 - $69.38 $24.5K - $31.9K
10.3K $713M
QUAL
Ishares Msci Usa Quality Facto

ETFs
-9
- 0.19%
$152.42 - $182.82 $1.37K - $1.65K
4.64K $847M
GOOG
Alphabet Inc.

Communication Services
-127
- 3.31%
$146.58 - $180.01 $18.6K - $22.9K
3.71K $658M
CEF
Sprott Physical Gold & Silver Trust

Financial Services
-1.32K
- 2.26%
$26.18 - $30.91 $34.6K - $40.8K
57.2K $1.72B
IXN
Ishares Global Information Tec

ETFs
-497
- 5.98%
$65.81 - $92.34 $32.7K - $45.9K
7.81K $721M
JPM
Jpmorgan Chase & CO

Financial Services
-31
- 1.13%
$210.28 - $289.91 $6.52K - $8.99K
2.72K $788M
AMAT
Applied Materials Inc

Technology
-268
- 4.82%
$126.95 - $183.52 $34K - $49.2K
5.29K $968M
GS
Goldman Sachs Group Inc

Financial Services
-18
- 1.62%
$462.22 - $707.75 $8.32K - $12.7K
1.09K $773M
IVV
Ishares Core S&P 500 ETF

ETFs
-145
- 1.65%
$498.8 - $620.9 $72.3K - $90K
8.66K $5.38B
MSFT
Microsoft Corp

Technology
-3.54K
- 12.6%
$354.56 - $497.45 $1.25M - $1.76M
24.5K $12.2B
Activity Summary
Buys All Purchases 15 New Holdings 5 Increased Positions 10 Sells All Sells 40 Reductions 40 Sold out 0 Options Calls 0 Puts 0
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