Sonoma Private Wealth LLC Incresed Positions 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
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
T
At&T Inc.

Communication Services
534
+ 0.93%
$21.56 - $28.28 $11.5K - $15.1K
58.1K $1.64B
VEA
Vanguard Ftse Developed Market

ETFs
5.42K
+ 63.91%
$47.4 - $52.99 $257K - $287K
13.9K $706M
JPM
Jpmorgan Chase & CO

Financial Services
1.01K
+ 58.11%
$225.19 - $279.95 $227K - $283K
2.75K $674M
GOOGL
Alphabet Inc.

Communication Services
1.9K
+ 57.83%
$154.33 - $206.19 $293K - $391K
5.18K $801M
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
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