Sonata Capital Group Inc Incresed Positions in Q3 2025

Sonata Capital Group Inc

  • $271 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
702
+ 1.57%
$202.38 - $256.87 $142K - $180K
45.4K $11.6M
IWF
Ishares Russell 1000 Gr ETF

ETFs
245
+ 0.57%
$420.11 - $472.68 $103K - $116K
42.9K $20.1M
IWD
Ishares Russell 1000 Val ETF

ETFs
1.1K
+ 1.67%
$192.76 - $203.86 $213K - $225K
67K $13.6M
MSFT
Microsoft Corp

Technology
387
+ 1.26%
$491.09 - $535.64 $190K - $207K
31.2K $16.2M
IBDU
Ishares Tr Ibonds Dec 2029 Ter

ETFs
26.3K
+ 208.64%
$23.13 - $23.54 $608K - $619K
38.9K $913K
IJS
Ishares S&P Smallcap 600 Value

ETFs
821
+ 1.78%
$98.99 - $112.2 $81.3K - $92.1K
47K $5.2M
IBDT
Ishares Tr Ibonds Dec 2028 Ter

ETFs
22.7K
+ 14.42%
$25.24 - $25.56 $574K - $581K
180K $4.61M
IBDV
Ishares Tr

Technology
20.8K
+ 157.85%
$21.75 - $22.22 $453K - $463K
34K $754K
GOOG
Alphabet Inc.

Communication Services
191
+ 3.32%
$175.16 - $255.24 $33.5K - $48.8K
5.94K $1.45M
IBDX
Ishares Tr Ibonds Dec 2032 Ter

ETFs
15.8K
+ 132.08%
$24.97 - $25.78 $396K - $409K
27.8K $713K
SPY
Spdr S&P 500 ETF Trust

ETFs
18
+ 0.26%
$617.65 - $666.84 $11.1K - $12K
7.07K $4.71M
IBDW
Ishares Tr Ibonds Dec 2031 Ter
16.2K
+ 118.94%
$20.77 - $21.32 $336K - $345K
29.8K $632K
JPM
Jpmorgan Chase & CO

Financial Services
100
+ 0.93%
$282.78 - $316.06 $28.3K - $31.6K
10.8K $3.41M
VBR
Vanguard Small Cap Value ETF

ETFs
495
+ 3.68%
$195.41 - $212.37 $96.7K - $105K
13.9K $2.91M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
90
+ 0.63%
$459.11 - $506.91 $41.3K - $45.6K
14.4K $7.23M
VIS
Vanguard Industrial ETF

ETFs
450
+ 7.94%
$281.0 - $296.29 $126K - $133K
6.12K $1.81M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
6
+ 0.08%
$567.09 - $607.37 $3.4K - $3.64K
7.48K $4.46M
NVDA
Nvidia Corp

Technology
1
+ 0.01%
$153.3 - $186.58 $153 - $187
7.74K $1.45M
IWM
Ishares Russell 2000 ETF

ETFs
15
+ 0.19%
$214.92 - $244.84 $3.22K - $3.67K
7.75K $1.87M
IBMP
Ishares Tr Ibonds December 202

ETFs
7.28K
+ 7.86%
$25.3 - $25.56 $184K - $186K
99.9K $2.54M
VGT
Vanguard Information Technolog

ETFs
135
+ 13.43%
$656.44 - $753.15 $88.6K - $102K
1.14K $851K
VCIT
Vanguard Intermediate Term Cor

ETFs
1.7K
+ 16.1%
$81.75 - $84.54 $139K - $144K
12.3K $1.03M
VIG
Vanguard Dividend Appreciation

ETFs
45
+ 0.35%
N/A
12.9K $2.78M
SUB
Ishares Short Term National Mu

ETFs
1.3K
+ 16.8%
$106.17 - $107.3 $138K - $139K
9.04K $965K
IYY
Ishares Tr

ETFs
325
+ 5.86%
$150.75 - $162.82 $49K - $52.9K
5.87K $954K
VO
Vanguard Mid Cap ETF

ETFs
250
+ 8.6%
$279.83 - $293.74 $70K - $73.4K
3.16K $927K
IWS
Ishares Russell Midcap Value E

ETFs
227
+ 2.53%
$132.83 - $140.61 $30.2K - $31.9K
9.2K $1.29M
UNH
Unitedhealth Group Inc

Healthcare
200
+ 26.14%
$237.77 - $353.61 $47.6K - $70.7K
965 $333K
AMZN
Amazon Com Inc

Consumer Cyclical
360
+ 0.96%
$211.65 - $238.24 $76.2K - $85.8K
37.8K $8.29M
CRM
Salesforce, Inc.

Technology
550
+ 40.23%
$231.66 - $273.65 $127K - $151K
1.92K $454K
EFA
Ishares Tr Msci Eafe ETF

ETFs
454
+ 7.01%
$87.29 - $93.61 $39.6K - $42.5K
6.93K $647K
NFLX
Netflix Inc

Communication Services
100
+ 26.67%
$1147.87 - $1297.18 $115K - $130K
475 $569K
BA
Boeing CO

Industrials
224
+ 19.19%
$209.79 - $237.38 $47K - $53.2K
1.39K $300K
WFC
Wells Fargo & Company

Financial Services
400
+ 12.84%
$77.05 - $85.16 $30.8K - $34.1K
3.52K $295K
HYG
Ishares Tr

ETFs
285
+ 3.88%
$79.85 - $81.32 $22.8K - $23.2K
7.64K $620K
PFF
Ishares Trust Ishares Pfd And

ETFs
39
+ 0.18%
$30.67 - $32.13 $1.2K - $1.25K
21.6K $683K
XLE
Energy Sector Spdr

ETFs
29
+ 0.84%
$84.25 - $91.99 $2.44K - $2.67K
3.47K $310K
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
100
+ 1.24%
$76.16 - $78.59 $7.62K - $7.86K
8.17K $638K
IBMO
Ishares Tr Ibonds December 202

ETFs
390
+ 0.41%
$25.58 - $25.72 $9.98K - $10K
95.7K $2.46M
JEPI
J P Morgan Exchange Traded Fd

ETFs
6
+ 0.13%
$55.61 - $57.37 $334 - $344
4.47K $255K
LLY
Eli Lilly & CO

Healthcare
1
+ 0.32%
$625.65 - $812.69 $626 - $813
311 $237K
META
Meta Platforms, Inc.

Communication Services
2
+ 0.08%
$695.21 - $791.73 $1.39K - $1.58K
2.5K $1.83M
Activity Summary
Buys All Purchases 46 New Holdings 3 Increased Positions 43 Sells All Sells 32 Reductions 32 Sold out 0 Options Calls 0 Puts 0
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