Sonoma Private Wealth LLC Purchases and Sells in Q3 2025

Sonoma Private Wealth LLC

$83.7 Billion
Q3 2025

Top Buys

Incresed Positions

29 operations

Stock	Shares change	Price Range	Shares Held	Trade History
PHYS	7.5K + 10.67%	$25.02 - $29.62 $188K - $222K	77.8K $2.3B
GOOGL	389 + 7.42%	$174.36 - $254.72 $67.8K - $99.1K	5.64K $1.37B
IVV	21 + 0.24%	$620.67 - $670.08 $13K - $14.1K	8.68K $5.81B
CEF	264 + 0.46%	$30.06 - $36.69 $7.94K - $9.69K	57.5K $2.11B
VTV	860 + 11.29%	$175.51 - $186.57 $151K - $160K	8.48K $1.58B
GE	441 + 20.25%	$244.75 - $305.63 $108K - $135K	2.62K $788M

New Holdings

4 operations

Stock	Shares change	Price Range	Shares Held	Trade History
BSV	3.7K New	$78.11 - $79.07 $289K - $292K	3.7K $292M
VZ	6.35K New	$40.84 - $45.06 $259K - $286K	6.35K $279M
VPL	2.99K New	$80.54 - $89.67 $241K - $268K	2.99K $262M
VOO	355 New	$567.77 - $614.76 $202K - $218K	355 $217M

Top Sells

Reduced Positions

27 operations

Stock	Shares change	Price Range	Shares Held	Trade History
PG	-6.93K - 79.82%	$150.47 - $161.22 $1.04M - $1.12M	1.75K $269M
SGOV	-9.37K - 10.06%	$100.37 - $100.74 $941K - $944K	83.8K $8.44B
SPYD	-5.68K - 23.2%	$42.43 - $45.05 $241K - $256K	18.8K $828M
AMPLIFY ETF TR	-2.6K - 29.66%	N/A	6.17K $393M
COST	-62 - 10.13%	$915.95 - $994.57 $56.8K - $61.7K	550 $509M
FXF	-697 - 4.25%	$108.84 - $112.69 $75.9K - $78.5K	15.7K $1.75B

Activity Summary All Purchases 33 New Holdings 4 Increased Positions 29 All Sells 27 Reductions 27 Sold out 0 Calls 0 Puts 0

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