Sonata Capital Group Inc Incresed Positions in Q1 2025

Sonata Capital Group Inc

  • $230 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
560
+ 3.97%
$442.66 - $534.52 $248K - $299K
14.7K $7.8M
IWD
Ishares Russell 1000 Val ETF

ETFs
773
+ 1.21%
$182.82 - $196.21 $141K - $152K
64.9K $12.2M
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
2.33K
+ 50.23%
$63.07 - $73.5 $147K - $171K
6.97K $489K
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
3.86K
+ 2.55%
N/A
155K $3.76M
SUB
Ishares Short Term National Mu

ETFs
1.05K
+ 20.44%
$105.3 - $106.24 $111K - $112K
6.19K $653K
SBUX
Starbucks Corp

Consumer Cyclical
675
+ 10.98%
$91.75 - $115.81 $61.9K - $78.2K
6.82K $669K
VIS
Vanguard Industrial ETF

ETFs
550
+ 11.29%
$243.63 - $273.99 $134K - $151K
5.42K $1.34M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
926
+ 5.09%
$77.7 - $78.94 $72K - $73.1K
19.1K $1.51M
VDE
Vanguard Energy ETF

ETFs
120
+ 1.45%
$119.14 - $132.76 $14.3K - $15.9K
8.39K $1.09M
VHT
Vanguard Health Care ETF

ETFs
265
+ 21.12%
$254.06 - $273.83 $67.3K - $72.6K
1.52K $402K
JPM
Jpmorgan Chase & CO

Financial Services
5
+ 0.05%
$225.19 - $279.95 $1.13K - $1.4K
11.1K $2.72M
VCIT
Vanguard Intermediate Term Cor

ETFs
475
+ 4.71%
$79.17 - $82.04 $37.6K - $39K
10.6K $863K
EEM
Ishares Msci Emerging Markets

ETFs
48
+ 0.23%
$40.81 - $45.34 $1.96K - $2.18K
20.9K $913K
EFA
Ishares Tr Msci Eafe ETF

ETFs
247
+ 7.8%
$74.85 - $84.89 $18.5K - $21K
3.41K $279K
LQD
Ishares Iboxx $ Investment Gra

ETFs
16
+ 0.1%
$105.1 - $109.61 $1.68K - $1.75K
16.8K $1.83M
SPY
Spdr S&P 500 ETF Trust

ETFs
337
+ 5.2%
$551.42 - $612.93 $186K - $207K
6.82K $3.81M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
52
+ 1.13%
$95.85 - $99.25 $4.98K - $5.16K
4.67K $462K
CRM
Salesforce, Inc.

Technology
300
+ 28.12%
$268.36 - $359.95 $80.5K - $108K
1.37K $367K
META
Meta Platforms, Inc.

Communication Services
52
+ 2.13%
$576.36 - $736.67 $30K - $38.3K
2.49K $1.44M
JEPI
J P Morgan Exchange Traded Fd

ETFs
6
+ 0.13%
$56.17 - $59.71 $337 - $358
4.46K $255K
MUB
Ishares National Muni Bond ETF

ETFs
41
+ 0.29%
$104.71 - $107.69 $4.29K - $4.42K
14K $1.48M
PFF
Ishares Trust Ishares Pfd And

ETFs
26
+ 0.12%
$30.73 - $32.26 $799 - $839
21.7K $668K
SPYG
Spdr Portfolio

ETFs
6
+ 0.15%
$80.05 - $92.39 $480 - $554
4.06K $326K
VBR
Vanguard Small Cap Value ETF

ETFs
250
+ 1.87%
$183.02 - $207.75 $45.8K - $51.9K
13.6K $2.54M
IJT
Ishares S&P Small Cap 600 Grow

ETFs
40
+ 0.3%
$121.0 - $142.28 $4.84K - $5.69K
13.4K $1.67M
NVDA
Nvidia Corp

Technology
340
+ 4.85%
$106.98 - $149.43 $36.4K - $50.8K
7.35K $797K
GOOG
Alphabet Inc.

Communication Services
1
+ 0.02%
$156.06 - $207.71 $156 - $208
5.73K $896K
IJS
Ishares S&P Smallcap 600 Value

ETFs
2.46K
+ 5.6%
$96.3 - $112.23 $237K - $276K
46.4K $4.53M
VTI
Vanguard Total Stock Market Et

ETFs
469
+ 1.36%
$271.18 - $303.12 $127K - $142K
35K $9.63M
Activity Summary
Buys All Purchases 33 New Holdings 3 Increased Positions 30 Sells All Sells 33 Reductions 33 Sold out 0 Options Calls 0 Puts 0
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