Sonoma Private Wealth LLC Purchases in Q1 2025

Sonoma Private Wealth LLC

  • $72.1 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
MSFT
Microsoft Corp

Technology
21.5K
+ 326.15%
$375.39 - $447.2 $8.06M - $9.6M
28.1K $10.5B
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
43.5K
+ 495.94%
$100.34 - $100.68 $4.36M - $4.38M
52.3K $5.26B
AAPL
Apple Inc.

Technology
7.62K
+ 127.97%
$209.68 - $247.1 $1.6M - $1.88M
13.6K $3.02B
PHYS
Sprott Physical Gold Trust

Financial Services
61.3K
New
$20.25 - $24.06 $1.24M - $1.47M
61.3K $1.47B
FXF
Invesco Currency Shares Swiss Franc Trust

ETFs
14.4K
New
$96.74 - $101.36 $1.39M - $1.45M
14.4K $1.44B
EWL
Ishares Inc Msci Switzerlnd

ETFs
10.5K
New
$45.85 - $53.59 $483K - $565K
10.5K $546M
LOW
Lowes Companies Inc

Consumer Cyclical
2.32K
+ 238.76%
$222.66 - $268.42 $516K - $622K
3.29K $766M
ABBV
Abb Vie Inc.

Healthcare
1.58K
+ 40.28%
$169.2 - $216.66 $268K - $343K
5.52K $1.16B
JNJ
Johnson & Johnson

Healthcare
1.97K
+ 41.27%
$142.06 - $167.7 $279K - $330K
6.73K $1.12B
ACN
Accenture PLC

Technology
1.08K
New
$300.91 - $398.25 $326K - $432K
1.08K $338M
VEA
Vanguard Ftse Developed Market

ETFs
5.42K
+ 63.91%
$47.4 - $52.99 $257K - $287K
13.9K $706M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
6.34K
New
$42.5 - $46.71 $270K - $296K
6.34K $287M
JPM
Jpmorgan Chase & CO

Financial Services
1.01K
+ 58.11%
$225.19 - $279.95 $227K - $283K
2.75K $674M
BNDX
Vanguard Total International B

ETFs
4.47K
New
$48.33 - $49.5 $216K - $221K
4.47K $218M
VV
Vanguard Large Cap ETF

ETFs
828
New
$253.32 - $282.66 $210K - $234K
828 $213M
VZ
Verizon Communications Inc

Communication Services
4.67K
New
$37.81 - $46.49 $177K - $217K
4.67K $212M
GOOGL
Alphabet Inc.

Communication Services
1.9K
+ 57.83%
$154.33 - $206.19 $293K - $391K
5.18K $801M
PG
Procter & Gamble CO

Consumer Defensive
689
+ 8.41%
$158.56 - $176.26 $109K - $121K
8.88K $1.51B
MSI
Motorola Solutions, Inc.

Technology
269
+ 27.01%
$411.73 - $482.1 $111K - $130K
1.27K $554M
CTAS
Cintas Corp

Industrials
49
+ 2.27%
$182.09 - $208.14 $8.92K - $10.2K
2.21K $454M
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
2.74K
+ 8.77%
$29.34 - $31.31 $80.2K - $85.6K
33.9K $1.01B
GS
Goldman Sachs Group Inc

Financial Services
146
+ 15.15%
$524.81 - $672.19 $76.6K - $98.1K
1.11K $606M
NOK
Nokia Corp

Technology
2.46K
+ 6.66%
$4.43 - $5.42 $10.9K - $13.3K
39.4K $208M
GWW
W.W. Grainger, Inc.

Industrials
85
+ 12.39%
$953.54 - $1132.42 $81.1K - $96.3K
771 $761M
SCHO
Schwab Short Term Us Treasury

ETFs
932
+ 8.12%
$24.1 - $24.34 $22.5K - $22.7K
12.4K $302M
ADP
Automatic Data Processing Inc

Industrials
8
+ 0.48%
$286.85 - $318.64 $2.29K - $2.55K
1.67K $509M
BOX
Box Inc

Technology
334
+ 3.43%
$30.22 - $35.39 $10.1K - $11.8K
10.1K $311M
PH
Parker Hannifin Corp

Industrials
6
+ 1.1%
$591.65 - $707.05 $3.55K - $4.24K
551 $335M
Amplify ETF Tr
247
+ 2.8%
N/A
9.06K $498M
AMZN
Amazon Com Inc

Consumer Cyclical
514
+ 9.5%
$190.26 - $242.06 $97.8K - $124K
5.92K $1.13B
AMAT
Applied Materials Inc

Technology
82
+ 1.5%
$145.06 - $195.51 $11.9K - $16K
5.56K $806M
NVDA
Nvidia Corp

Technology
4.44K
+ 15.95%
$106.98 - $149.43 $475K - $663K
32.3K $3.5B
Activity Summary
Buys All Purchases 33 New Holdings 8 Increased Positions 25 Sells All Sells 33 Reductions 33 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Sonoma Private Wealth LLC Portfolio

Follow Sonoma Private Wealth LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Sonoma Private Wealth LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sonoma Private Wealth LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email