Sonata Capital Group Inc Incresed Positions in Q4 2024

Sonata Capital Group Inc

  • $242 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
136K
+ 197.39%
$23.88 - $24.32 $3.25M - $3.31M
205K $4.91M
IBMP
Ishares Tr Ibonds December 202

ETFs
84.7K
+ 1075.16%
$25.08 - $25.43 $2.12M - $2.15M
92.6K $2.33M
IBDT
Ishares Tr Ibonds Dec 2028 Ter

ETFs
72K
+ 387.99%
$24.82 - $25.48 $1.79M - $1.83M
90.6K $2.26M
AMZN
Amazon Com Inc

Consumer Cyclical
725
+ 1.69%
$180.88 - $232.93 $131K - $169K
43.5K $9.55M
IWF
Ishares Russell 1000 Gr ETF

ETFs
185
+ 0.43%
$370.24 - $418.94 $68.5K - $77.5K
43.7K $17.5M
VTI
Vanguard Total Stock Market Et

ETFs
1.49K
+ 4.51%
$280.04 - $302.45 $418K - $451K
34.6K $10M
IVW
Ishares S&P 500 Growth ETF

ETFs
388
+ 0.52%
$94.43 - $105.47 $36.6K - $40.9K
75K $7.61M
IBMO
Ishares Tr Ibonds December 202

ETFs
18.9K
+ 24.74%
$25.4 - $25.62 $480K - $484K
95.3K $2.43M
VONG
Vanguard Russell 1000 Growth E

ETFs
2.98K
+ 55.83%
$95.27 - $107.82 $283K - $321K
8.3K $858K
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
15.4K
+ 11.32%
N/A
151K $3.65M
JPM
Jpmorgan Chase & CO

Financial Services
50
+ 0.45%
$205.18 - $250.29 $10.3K - $12.5K
11.1K $2.66M
SPY
Spdr S&P 500 ETF Trust

ETFs
299
+ 4.84%
$567.81 - $607.81 $170K - $182K
6.48K $3.8M
IBM
International Business Machines Corp

Technology
975
+ 39.88%
$204.9 - $238.04 $200K - $232K
3.42K $752K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
346
+ 4.56%
$563.99 - $620.12 $195K - $215K
7.93K $4.52M
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
7.06K
+ 6.03%
$25.0 - $25.11 $177K - $177K
124K $3.11M
VO
Vanguard Mid Cap ETF

ETFs
600
+ 25.62%
$261.5 - $284.63 $157K - $171K
2.94K $777K
VGT
Vanguard Information Technolog

ETFs
210
+ 28.42%
$571.78 - $647.97 $120K - $136K
949 $590K
GOOG
Alphabet Inc.

Communication Services
1
+ 0.02%
$163.08 - $198.16 $163 - $198
5.73K $1.09M
COST
Costco Wholesale Corp

Consumer Defensive
62
+ 3.58%
$873.59 - $994.69 $54.2K - $61.7K
1.79K $1.64M
NVDA
Nvidia Corp

Technology
100
+ 1.45%
$117.0 - $148.88 $11.7K - $14.9K
7.01K $942K
IYW
Ishares Dj Us Tech ETF

ETFs
5
+ 0.05%
$148.14 - $166.23 $741 - $831
10.5K $1.67M
IWR
Ishares Russell Mid Cap ETF

ETFs
378
+ 0.2%
$87.25 - $95.52 $33K - $36.1K
188K $16.6M
IVV
Ishares Core S&P 500 ETF

ETFs
7
+ 0.11%
$570.51 - $610.59 $3.99K - $4.27K
6.64K $3.91M
IJS
Ishares S&P Smallcap 600 Value

ETFs
288
+ 0.66%
$104.59 - $118.05 $30.1K - $34K
44K $4.78M
SBUX
Starbucks Corp

Consumer Cyclical
1.1K
+ 21.79%
$87.44 - $102.5 $96.2K - $113K
6.15K $561K
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
1.13K
+ 10.79%
$50.67 - $50.9 $57K - $57.3K
11.5K $586K
MUB
Ishares National Muni Bond ETF

ETFs
770
+ 5.84%
$105.78 - $108.7 $81.5K - $83.7K
13.9K $1.49M
META
Meta Platforms, Inc.

Communication Services
2
+ 0.08%
$554.08 - $632.68 $1.11K - $1.27K
2.44K $1.43M
VIS
Vanguard Industrial ETF

ETFs
225
+ 4.84%
$254.39 - $279.7 $57.2K - $62.9K
4.87K $1.24M
IAK
Ishares Tr

ETFs
250
+ 6.67%
$123.78 - $138.16 $30.9K - $34.5K
4K $506K
SUB
Ishares Short Term National Mu

ETFs
100
+ 1.99%
$104.94 - $106.2 $10.5K - $10.6K
5.14K $542K
AMD
Advanced Micro Devices Inc

Technology
645
+ 39.09%
$118.88 - $172.8 $76.7K - $111K
2.3K $277K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
148
+ 1.74%
$113.92 - $127.38 $16.9K - $18.9K
8.66K $998K
VBR
Vanguard Small Cap Value ETF

ETFs
165
+ 1.25%
$197.36 - $217.3 $32.6K - $35.9K
13.4K $2.65M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
7
+ 0.19%
$81.68 - $82.93 $572 - $581
3.77K $309K
JEPI
J P Morgan Exchange Traded Fd

ETFs
5
+ 0.11%
$57.53 - $60.83 $288 - $304
4.45K $256K
IVE
Ishares S&P 500 Value ETF

ETFs
206
+ 2.03%
$189.5 - $206.17 $39K - $42.5K
10.3K $1.97M
IJT
Ishares S&P Small Cap 600 Grow

ETFs
157
+ 1.19%
$134.53 - $150.65 $21.1K - $23.7K
13.4K $1.81M
PFF
Ishares Trust Ishares Pfd And

ETFs
47
+ 0.22%
$31.23 - $33.51 $1.47K - $1.57K
21.7K $683K
ICF
Ishares Tr

ETFs
808
+ 4.84%
$58.8 - $66.61 $47.5K - $53.8K
17.5K $1.06M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
110
+ 0.79%
$442.29 - $483.08 $48.7K - $53.1K
14.1K $6.39M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
50
+ 0.08%
$49.79 - $51.14 $2.49K - $2.56K
62.8K $3.15M
DVY
Ishares Tr

ETFs
101
+ 0.4%
$129.55 - $143.41 $13.1K - $14.5K
25.5K $3.35M
MRK
Merck & Co., Inc.

Healthcare
2
+ 0.03%
$96.31 - $114.76 $193 - $230
6.71K $667K
IWD
Ishares Russell 1000 Val ETF

ETFs
323
+ 0.51%
$183.23 - $199.79 $59.2K - $64.5K
64.1K $11.9M
Activity Summary
Buys All Purchases 48 New Holdings 2 Increased Positions 46 Sells All Sells 23 Reductions 23 Sold out 0 Options Calls 0 Puts 0
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