Sonata Capital Group Inc Sells in Q2 2025

Sonata Capital Group Inc

  • $250 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-366
- 2.5%
$483.48 - $539.8 $177K - $198K
14.3K $6.94M
UNH
Unitedhealth Group Inc

Healthcare
-182
- 19.22%
$274.35 - $599.47 $49.9K - $109K
765 $239K
MCD
Mcdonalds Corp

Consumer Cyclical
-500
- 28.52%
$285.55 - $321.23 $143K - $161K
1.25K $366K
DVY
Ishares Tr

ETFs
-1.02K
- 4.06%
$118.37 - $134.86 $120K - $137K
24K $3.19M
SBUX
Starbucks Corp

Consumer Cyclical
-1K
- 14.65%
$79.69 - $99.41 $79.7K - $99.4K
5.82K $534K
VDE
Vanguard Energy ETF

ETFs
-350
- 4.17%
$105.87 - $130.56 $37.1K - $45.7K
8.04K $958K
JNJ
Johnson & Johnson

Healthcare
-600
- 21.1%
$146.36 - $159.82 $87.8K - $95.9K
2.24K $343K
LQD
Ishares Iboxx $ Investment Gra

ETFs
-1.12K
- 6.67%
$105.23 - $109.61 $118K - $123K
15.7K $1.72M
GLD
Spdr Gold Trust

ETFs
-400
- 36.36%
$273.71 - $316.29 $109K - $127K
700 $213K
MRK
Merck & Co., Inc.

Healthcare
-497
- 10.23%
$73.47 - $87.12 $36.5K - $43.3K
4.36K $345K
ABBV
Abb Vie Inc.

Healthcare
-187
- 10.25%
$170.16 - $206.27 $31.8K - $38.6K
1.64K $304K
BND
Vanguard Bd Index Fd Inc Total

ETFs
-1.06K
- 12.08%
$72.02 - $73.82 $76.5K - $78.4K
7.73K $569K
XOM
Exxon Mobil Corp

Energy
-106
- 2.89%
$99.93 - $119.04 $10.6K - $12.6K
3.56K $383K
IBM
International Business Machines Corp

Technology
-670
- 20.18%
$221.03 - $294.78 $148K - $198K
2.65K $781K
IAK
Ishares Tr

ETFs
-200
- 5.0%
$122.44 - $138.47 $24.5K - $27.7K
3.8K $511K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-655
- 7.56%
$90.56 - $109.49 $59.3K - $71.7K
8.01K $875K
BAC
Bank Of America Corp

Financial Services
-1.6K
- 18.39%
$34.39 - $47.46 $55K - $75.9K
7.1K $336K
IVE
Ishares S&P 500 Value ETF

ETFs
-294
- 2.91%
$168.34 - $195.42 $49.5K - $57.5K
9.81K $1.92M
PFF
Ishares Trust Ishares Pfd And

ETFs
-159
- 0.73%
$29.0 - $30.68 $4.61K - $4.88K
21.6K $662K
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
-50
- 0.49%
$50.52 - $50.92 $2.53K - $2.55K
10.1K $517K
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
-312
- 0.2%
N/A
155K $3.76M
DTD
Wisdomtree Tr U.S Total Divide

ETFs
-560
- 2.81%
$68.45 - $79.52 $38.3K - $44.5K
19.4K $1.54M
XLF
Financial Sector Spdr

ETFs
-61
- 0.94%
$43.92 - $52.37 $2.68K - $3.19K
6.4K $335K
VUG
Vanguard Growth ETF

ETFs
-6
- 1.05%
$329.49 - $438.4 $1.98K - $2.63K
567 $249K
IJJ
Ishares S&P Midcap 400 Value E

ETFs
-140
- 0.81%
$103.88 - $123.68 $14.5K - $17.3K
17.1K $2.12M
IJS
Ishares S&P Smallcap 600 Value

ETFs
-238
- 0.51%
$83.54 - $100.04 $19.9K - $23.8K
46.2K $4.6M
VBR
Vanguard Small Cap Value ETF

ETFs
-192
- 1.41%
$162.76 - $195.77 $31.2K - $37.6K
13.4K $2.62M
VIG
Vanguard Dividend Appreciation

ETFs
-225
- 1.73%
N/A
12.8K $2.62M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-2.41K
- 3.02%
$51.16 - $62.02 $123K - $150K
77.5K $4.81M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-9
- 0.46%
$416.06 - $551.64 $3.74K - $4.96K
1.95K $1.07M
IWN
Ishares Russell2000 Val ETF

ETFs
-1.69K
- 2.62%
$131.84 - $157.76 $222K - $266K
62.7K $9.9M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-120
- 1.58%
$468.22 - $566.51 $56.2K - $68K
7.48K $4.24M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-405
- 0.58%
$114.78 - $133.31 $46.5K - $54K
69.7K $9.3M
IYW
Ishares Dj Us Tech ETF

ETFs
-5
- 0.05%
$122.57 - $173.27 $613 - $866
10.5K $1.82M
JPM
Jpmorgan Chase & CO

Financial Services
-401
- 3.61%
$210.28 - $289.91 $84.3K - $116K
10.7K $3.1M
IVV
Ishares Core S&P 500 ETF

ETFs
-2
- 0.03%
$498.8 - $620.9 $998 - $1.24K
6.62K $4.11M
AMZN
Amazon Com Inc

Consumer Cyclical
-222
- 0.59%
$167.32 - $223.3 $37.1K - $49.6K
37.4K $8.21M
IVW
Ishares S&P 500 Growth ETF

ETFs
-1.01K
- 1.38%
$82.96 - $110.1 $83.6K - $111K
71.9K $7.92M
IWR
Ishares Russell Mid Cap ETF

ETFs
-113
- 0.06%
$74.88 - $91.97 $8.46K - $10.4K
185K $17M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-292
- 0.68%
$320.42 - $424.58 $93.6K - $124K
42.7K $18.1M
MSFT
Microsoft Corp

Technology
-952
- 3.0%
$354.56 - $497.45 $338K - $474K
30.8K $15.3M
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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