Sonoma Allocations LLC Purchases in Q3 2025

Sonoma Allocations LLC

  • $275 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
USTB
Victory Portfolios Ii Victorys

ETFs
14.2K
New
$50.54 - $51.1 $720K - $728K
14.2K $726M
JPM
Jpmorgan Chase & CO

Financial Services
2.4K
New
$282.78 - $316.06 $678K - $758K
2.4K $716M
V
Visa Inc.

Financial Services
2.12K
New
$332.09 - $358.86 $703K - $760K
2.12K $710M
Blackrock Inc
606
New
N/A
606 $709M
NOW
Service Now, Inc.

Technology
791
New
$850.86 - $1044.69 $673K - $826K
791 $709M
AMAT
Applied Materials Inc

Technology
3.12K
New
$156.25 - $204.95 $487K - $639K
3.12K $709M
NEE
Nextera Energy Inc

Utilities
8.12K
New
$69.77 - $77.54 $566K - $630K
8.12K $691M
BALT
Innovator Etfs Tr
21K
New
$32.11 - $32.82 $676K - $691K
21K $689M
VO
Vanguard Mid Cap ETF

ETFs
2.33K
New
$279.83 - $293.74 $652K - $684K
2.33K $673M
Arista Networks Inc
4.36K
New
N/A
4.36K $631M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
2.04K
New
$224.68 - $282.71 $459K - $577K
2.04K $612M
GOOGL
Alphabet Inc.

Communication Services
2.35K
New
$174.36 - $254.72 $410K - $598K
2.35K $591M
UBER
Uber Technologies, Inc

Technology
6.38K
New
$86.91 - $99.57 $554K - $635K
6.38K $590M
QCOM
Qualcomm Inc

Technology
3.42K
New
$145.84 - $173.55 $499K - $594K
3.42K $562M
CAT
Caterpillar Inc

Industrials
1.03K
New
$390.92 - $477.15 $403K - $491K
1.03K $557M
BAC
Bank Of America Corp

Financial Services
10.7K
New
$44.92 - $52.42 $481K - $561K
10.7K $540M
HD
Home Depot, Inc.

Consumer Cyclical
1.39K
New
$357.4 - $423.42 $496K - $588K
1.39K $538M
OEF
Ishares S&P 100 ETF

ETFs
1.55K
New
N/A
1.55K $511M
IWR
Ishares Russell Mid Cap ETF

ETFs
4.9K
New
$92.26 - $97.51 $452K - $478K
4.9K $466M
PJAN
Innovator U.S. Equity Power Bu

ETFs
10.2K
New
$43.95 - $45.8 $449K - $468K
10.2K $465M
KO
Coca Cola CO

Consumer Defensive
6.75K
New
$65.67 - $71.67 $443K - $484K
6.75K $456M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
4.5K
New
$97.75 - $100.75 $440K - $453K
4.5K $455M
TJX
Tjx Companies Inc

Consumer Cyclical
3.18K
New
$121.35 - $144.54 $385K - $459K
3.18K $452M
QQMG
Invesco Exchange Traded Fd Tr

ETFs
10.8K
New
$37.38 - $41.35 $404K - $447K
10.8K $447M
VRT
Vertiv Holdings CO

Industrials
2.48K
New
N/A
2.48K $440M
VCIT
Vanguard Intermediate Term Cor

ETFs
5.14K
New
$81.75 - $84.54 $421K - $435K
5.14K $435M
UNH
Unitedhealth Group Inc

Healthcare
1.21K
New
$237.77 - $353.61 $287K - $428K
1.21K $432M
GS
Goldman Sachs Group Inc

Financial Services
569
New
$696.56 - $806.32 $396K - $459K
569 $432M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
5.48K
New
$72.65 - $78.68 $398K - $431K
5.48K $426M
ABBV
Abb Vie Inc.

Healthcare
1.88K
New
$184.85 - $231.54 $347K - $435K
1.88K $424M
XOM
Exxon Mobil Corp

Energy
3.81K
New
$105.83 - $117.22 $404K - $447K
3.81K $422M
BGRN
Ishares Trust Ishares Usd Gre

ETFs
8.18K
New
$47.21 - $48.3 $386K - $395K
8.18K $395M
CRM
Salesforce, Inc.

Technology
1.59K
New
$231.66 - $273.65 $367K - $434K
1.59K $390M
UFEB
Innovator U.S. Equity Ultra Bu

ETFs
10.8K
New
$34.26 - $35.77 $371K - $387K
10.8K $385M
USEP
Innovator U.S. Equity Ultra Bu
8.96K
New
N/A
8.96K $346M
SPYI
Shp ETF Tr Neos S&P 500 High I
6.64K
New
N/A
6.64K $345M
SHEL
Shell PLC

Energy
4.8K
New
$69.82 - $73.93 $335K - $355K
4.8K $343M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
5.96K
New
$53.81 - $57.52 $321K - $343K
5.96K $340M
YLDE
Legg Mason ETF Invt Tr

ETFs
6.19K
New
$51.68 - $54.69 $320K - $339K
6.19K $333M
Ishares Tr
6.47K
New
N/A
6.47K $331M
ESGD
Ishares Trust Ishares Esg Awar

ETFs
3.37K
New
$87.05 - $93.19 $293K - $314K
3.37K $316M
PLTR
Palantir Technologies Inc.

Technology
1.76K
New
$130.68 - $186.97 $230K - $329K
1.76K $313M
BSX
Boston Scientific Corp

Healthcare
3.16K
New
$97.03 - $108.14 $307K - $342K
3.16K $309M
Ishares Bitcoin Trust ETF
4.91K
New
N/A
4.91K $302M
EUSB
Ishares Tr Esg Advanced Total

Technology
6.81K
New
$42.97 - $44.2 $293K - $301K
6.81K $301M
AZN
Astrazeneca PLC

Healthcare
3.59K
New
$68.72 - $82.11 $247K - $295K
3.59K $301M
LMT
Lockheed Martin Corp

Industrials
609
New
$410.74 - $499.21 $250K - $304K
609 $301M
MRK
Merck & Co., Inc.

Healthcare
3.57K
New
$77.6 - $87.37 $277K - $312K
3.57K $299M
CGDV
Capital Group Divid Value ETF

ETFs
7.17K
New
$39.59 - $42.21 $284K - $303K
7.17K $299M
Activity Summary
Buys All Purchases 137 New Holdings 137 Increased Positions 0 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 0 Puts 0
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