Sonata Capital Group Inc Purchases in Q2 2025

Sonata Capital Group Inc

  • $250 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
IBDT
Ishares Tr Ibonds Dec 2028 Ter

ETFs
68.4K
+ 76.53%
$24.94 - $25.42 $1.71M - $1.74M
158K $4.01M
VTI
Vanguard Total Stock Market Et

ETFs
709
+ 2.02%
$243.75 - $303.93 $173K - $215K
35.7K $10.9M
IWD
Ishares Russell 1000 Val ETF

ETFs
995
+ 1.53%
$166.82 - $194.23 $166K - $193K
65.9K $12.8M
XLK
Technology Sector Spdr

ETFs
190
+ 1.67%
$179.73 - $253.23 $34.1K - $48.1K
11.6K $2.93M
SPY
Spdr S&P 500 ETF Trust

ETFs
237
+ 3.48%
$496.48 - $617.85 $118K - $146K
7.05K $4.36M
NFLX
Netflix Inc

Communication Services
375
New
$855.86 - $1339.13 $321K - $502K
375 $502K
NVDA
Nvidia Corp

Technology
390
+ 5.3%
$94.31 - $157.99 $36.8K - $61.6K
7.74K $1.22M
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
4.82K
+ 69.09%
$62.73 - $78.42 $302K - $378K
11.8K $913K
META
Meta Platforms, Inc.

Communication Services
2
+ 0.08%
$484.66 - $738.09 $969 - $1.48K
2.5K $1.84M
VONG
Vanguard Russell 1000 Growth E

ETFs
1.8K
+ 21.82%
$82.51 - $109.2 $149K - $197K
10.1K $1.1M
EFA
Ishares Tr Msci Eafe ETF

ETFs
3.06K
+ 89.69%
$72.96 - $90.39 $223K - $277K
6.48K $579K
IBDU
Ishares Tr Ibonds Dec 2029 Ter

ETFs
12.6K
New
$22.7 - $23.33 $286K - $294K
12.6K $294K
IBDV
Ishares Tr

Technology
13.2K
New
$21.28 - $21.98 $281K - $290K
13.2K $290K
IBDW
Ishares Tr Ibonds Dec 2031 Ter
13.6K
New
$20.23 - $21.04 $275K - $286K
13.6K $286K
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
9.41K
+ 4.57%
$23.96 - $24.27 $225K - $228K
215K $5.23M
VIS
Vanguard Industrial ETF

ETFs
250
+ 4.61%
$220.04 - $280.07 $55K - $70K
5.67K $1.59M
BA
Boeing CO

Industrials
1.17K
New
$136.59 - $217.51 $159K - $254K
1.17K $245K
LLY
Eli Lilly & CO

Healthcare
310
New
$713.71 - $898.95 $221K - $279K
310 $242K
VTV
Vanguard Value ETF

ETFs
1.29K
New
$153.67 - $176.74 $198K - $228K
1.29K $228K
IRBO
Ishares Robotics & Artificial

ETFs
5.53K
New
N/A
5.53K $227K
IWO
Ishares Russell 2000 Gwt ETF

ETFs
51
+ 0.76%
$224.16 - $285.86 $11.4K - $14.6K
6.8K $1.94M
CSCO
Cisco Systems, Inc.

Technology
2.97K
New
$53.19 - $69.38 $158K - $206K
2.97K $206K
HD
Home Depot, Inc.

Consumer Cyclical
552
New
$335.24 - $380.78 $185K - $210K
552 $202K
COST
Costco Wholesale Corp

Consumer Defensive
98
+ 5.51%
$908.13 - $1056.85 $89K - $104K
1.88K $1.86M
SUB
Ishares Short Term National Mu

ETFs
1.55K
+ 25.06%
$104.77 - $106.34 $162K - $165K
7.74K $823K
IJT
Ishares S&P Small Cap 600 Grow

ETFs
292
+ 2.17%
$108.87 - $133.04 $31.8K - $38.8K
13.7K $1.83M
VGT
Vanguard Information Technolog

ETFs
56
+ 5.9%
$470.37 - $663.28 $26.3K - $37.1K
1.01K $667K
IWM
Ishares Russell 2000 ETF

ETFs
15
+ 0.19%
$174.82 - $215.79 $2.62K - $3.24K
7.73K $1.67M
EEM
Ishares Msci Emerging Markets

ETFs
627
+ 3.0%
$38.52 - $48.28 $24.2K - $30.3K
21.5K $1.04M
GOOG
Alphabet Inc.

Communication Services
11
+ 0.19%
$146.58 - $180.01 $1.61K - $1.98K
5.75K $1.02M
GOOGL
Alphabet Inc.

Communication Services
272
+ 11.15%
$144.7 - $178.6 $39.4K - $48.6K
2.71K $478K
IWS
Ishares Russell Midcap Value E

ETFs
81
+ 0.91%
$110.58 - $132.14 $8.96K - $10.7K
8.97K $1.19M
V
Visa Inc.

Financial Services
74
+ 5.93%
$308.27 - $373.31 $22.8K - $27.6K
1.32K $469K
MUB
Ishares National Muni Bond ETF

ETFs
345
+ 2.47%
$102.31 - $105.8 $35.3K - $36.5K
14.3K $1.5M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
1.1K
+ 1.86%
$48.13 - $49.85 $52.9K - $54.8K
60.3K $2.96M
VOE
Vanguard Mid Cap Value Index F

ETFs
59
+ 2.46%
$141.87 - $164.49 $8.37K - $9.7K
2.46K $404K
HYG
Ishares Tr

ETFs
65
+ 0.89%
$75.75 - $80.65 $4.92K - $5.24K
7.35K $593K
IYK
Ishares U.S. Consumer Staples

ETFs
250
+ 5.92%
$67.29 - $72.42 $16.8K - $18.1K
4.47K $315K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
21
+ 0.11%
$77.94 - $79.5 $1.64K - $1.67K
19.1K $1.52M
MO
Altria Group, Inc.

Consumer Defensive
100
+ 2.06%
$55.56 - $60.91 $5.56K - $6.09K
4.96K $291K
ICF
Ishares Tr

ETFs
84
+ 0.49%
$54.56 - $62.47 $4.58K - $5.25K
17.2K $1.06M
JEPI
J P Morgan Exchange Traded Fd

ETFs
7
+ 0.16%
$51.14 - $57.0 $358 - $399
4.46K $254K
XLE
Energy Sector Spdr

ETFs
15
+ 0.44%
$76.44 - $94.13 $1.15K - $1.41K
3.45K $292K
CVX
Chevron Corp

Energy
100
+ 5.21%
$133.73 - $168.51 $13.4K - $16.9K
2.02K $289K
AAPL
Apple Inc.

Technology
35
+ 0.08%
$172.42 - $223.89 $6.03K - $7.84K
44.7K $9.16M
Activity Summary
Buys All Purchases 46 New Holdings 11 Increased Positions 35 Sells All Sells 42 Reductions 42 Sold out 0 Options Calls 0 Puts 0
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