Sonoma Allocations LLC Purchases in Q3 2025

Sonoma Allocations LLC

  • $275 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
VOTE
Engine No 1 ETF Tr

ETFs
3.79K
New
$72.69 - $78.67 $275K - $298K
3.79K $294M
CEG
Constellation Energy Corp

Utilities
751
New
$298.82 - $354.89 $224K - $267K
751 $293M
VIG
Vanguard Dividend Appreciation

ETFs
1.36K
New
N/A
1.36K $291M
GLD
Spdr Gold Trust

ETFs
732
New
$300.96 - $355.47 $220K - $260K
732 $290M
HWM
Howmet Aerospace Inc.

Industrials
1.5K
New
$171.0 - $196.23 $257K - $295K
1.5K $288M
JNJ
Johnson & Johnson

Healthcare
1.48K
New
$155.17 - $185.42 $230K - $275K
1.48K $283M
CVX
Chevron Corp

Energy
1.85K
New
$145.57 - $161.83 $270K - $300K
1.85K $281M
Blackrock ETF Trust Ii
5.28K
New
N/A
5.28K $281M
DTE
Dte Energy CO

Utilities
1.96K
New
$130.26 - $141.49 $255K - $277K
1.96K $277M
VTI
Vanguard Total Stock Market Et

ETFs
844
New
$303.93 - $329.86 $257K - $278K
844 $275M
Ge Vernova Inc
447
New
N/A
447 $269M
PH
Parker Hannifin Corp

Industrials
367
New
$697.13 - $769.67 $256K - $282K
367 $267M
UL
Unilever PLC

Consumer Defensive
4.3K
New
$58.43 - $65.01 $251K - $279K
4.3K $267M
DHR
Danaher Corp

Healthcare
1.25K
New
$181.46 - $212.2 $227K - $265K
1.25K $264M
CMI
Cummins Inc

Industrials
606
New
$327.85 - $426.39 $199K - $258K
606 $255M
Neos ETF Trust
4.66K
New
N/A
4.66K $252M
PM
Philip Morris International Inc.

Consumer Defensive
1.57K
New
$157.77 - $183.27 $247K - $287K
1.57K $244M
HOOD
Robinhood Markets, Inc.

Technology
1.83K
New
$91.27 - $143.18 $167K - $262K
1.83K $241M
MPWR
Monolithic Power Systems Inc

Technology
233
New
$711.24 - $922.81 $166K - $215K
233 $240M
EFA
Ishares Tr Msci Eafe ETF

ETFs
2.53K
New
$87.29 - $93.61 $221K - $237K
2.53K $239M
ABC
Amerisourcebergen Corp

Healthcare
738
New
N/A
738 $235M
ABT
Abbott Laboratories

Healthcare
1.84K
New
$120.51 - $136.62 $222K - $251K
1.84K $235M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
468
New
$459.11 - $506.91 $215K - $237K
468 $229M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
8.58K
New
$26.38 - $27.95 $226K - $240K
8.58K $228M
Linde PLC
513
New
N/A
513 $228M
DJIA
Global X Fds Dow 30 Covered Ca

ETFs
10.4K
New
$21.34 - $21.93 $221K - $227K
10.4K $226M
FISV
Fiserv Inc

Technology
1.9K
New
N/A
1.9K $225M
SPUU
Direxion Daily S&P 500 Bull 2 X

ETFs
1.26K
New
$156.09 - $180.72 $196K - $227K
1.26K $222M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
2.36K
New
$92.18 - $95.14 $217K - $224K
2.36K $220M
FICO
Fair Isaac Corp

Technology
134
New
$1311.26 - $1869.83 $176K - $251K
134 $217M
EQH
Equitable Holdings, Inc.

Financial Services
4.56K
New
$50.09 - $55.88 $228K - $255K
4.56K $215M
LULU
Lululemon Athletica Inc.

Consumer Cyclical
1.26K
New
$159.87 - $247.68 $202K - $313K
1.26K $214M
SJNK
Spdr Bloomberg Short Term High

ETFs
8.6K
New
$25.28 - $25.63 $217K - $220K
8.6K $212M
BKR
Baker Hughes CO

Energy
4.69K
New
$38.68 - $50.55 $181K - $237K
4.69K $209M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
2.64K
New
$76.16 - $78.59 $201K - $208K
2.64K $208M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
821
New
$236.25 - $257.69 $194K - $212K
821 $208M
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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