Sonoma Private Wealth LLC Incresed Positions in Q3 2025

Sonoma Private Wealth LLC

  • $83.7 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
PHYS
Sprott Physical Gold Trust

Financial Services
7.5K
+ 10.67%
$25.02 - $29.62 $188K - $222K
77.8K $2.3B
GOOGL
Alphabet Inc.

Communication Services
389
+ 7.42%
$174.36 - $254.72 $67.8K - $99.1K
5.64K $1.37B
IVV
Ishares Core S&P 500 ETF

ETFs
21
+ 0.24%
$620.67 - $670.08 $13K - $14.1K
8.68K $5.81B
CEF
Sprott Physical Gold & Silver Trust

Financial Services
264
+ 0.46%
$30.06 - $36.69 $7.94K - $9.69K
57.5K $2.11B
VTV
Vanguard Value ETF

ETFs
860
+ 11.29%
$175.51 - $186.57 $151K - $160K
8.48K $1.58B
GE
General Electric CO

Industrials
441
+ 20.25%
$244.75 - $305.63 $108K - $135K
2.62K $788M
JNJ
Johnson & Johnson

Healthcare
32
+ 0.49%
$155.17 - $185.42 $4.97K - $5.93K
6.6K $1.22B
JPM
Jpmorgan Chase & CO

Financial Services
338
+ 12.44%
$282.78 - $316.06 $95.6K - $107K
3.06K $964M
ABBV
Abb Vie Inc.

Healthcare
5
+ 0.17%
$184.85 - $231.54 $924 - $1.16K
2.94K $680M
VPN
Global X Fds Data Ctr Reits &

ETFs
3.68K
+ 11.74%
N/A
35K $717M
GS
Goldman Sachs Group Inc

Financial Services
7
+ 0.64%
$696.56 - $806.32 $4.88K - $5.64K
1.1K $875M
VEA
Vanguard Ftse Developed Market

ETFs
574
+ 4.13%
$56.02 - $60.3 $32.2K - $34.6K
14.5K $867M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
687
+ 10.83%
$49.43 - $54.52 $34K - $37.5K
7.03K $381M
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
49
+ 0.15%
$31.79 - $33.42 $1.56K - $1.64K
32.4K $1.08B
VBR
Vanguard Small Cap Value ETF

ETFs
158
+ 10.27%
$195.41 - $212.37 $30.9K - $33.6K
1.7K $354M
MSI
Motorola Solutions, Inc.

Technology
15
+ 1.24%
$408.73 - $490.3 $6.13K - $7.35K
1.23K $561M
VO
Vanguard Mid Cap ETF

ETFs
97
+ 9.28%
$279.83 - $293.74 $27.1K - $28.5K
1.14K $335M
PH
Parker Hannifin Corp

Industrials
1
+ 0.19%
$697.13 - $769.67 $697 - $770
523 $397M
BNDX
Vanguard Total International B

ETFs
581
+ 10.25%
$49.0 - $49.51 $28.5K - $28.8K
6.25K $309M
MGV
Vanguard Mega Cap Value

ETFs
22
+ 0.77%
$129.46 - $137.85 $2.85K - $3.03K
2.89K $398M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
223
+ 0.74%
$22.9 - $23.58 $5.11K - $5.26K
30.2K $708M
AMZN
Amazon Com Inc

Consumer Cyclical
28
+ 0.54%
$211.65 - $238.24 $5.93K - $6.67K
5.19K $1.14B
SCHO
Schwab Short Term Us Treasury

ETFs
178
+ 1.44%
$24.23 - $24.42 $4.31K - $4.35K
12.6K $307M
IBM
International Business Machines Corp

Technology
28
+ 3.01%
$234.77 - $292.47 $6.57K - $8.19K
958 $270M
ADP
Automatic Data Processing Inc

Industrials
24
+ 1.53%
$288.69 - $310.94 $6.93K - $7.46K
1.6K $468M
V
Visa Inc.

Financial Services
12
+ 0.48%
$332.09 - $358.86 $3.99K - $4.31K
2.51K $857M
CTAS
Cintas Corp

Industrials
26
+ 1.22%
$199.29 - $226.27 $5.18K - $5.88K
2.17K $444M
ACN
Accenture PLC

Technology
11
+ 1.0%
$232.56 - $304.78 $2.56K - $3.35K
1.11K $274M
Activity Summary
Buys All Purchases 33 New Holdings 4 Increased Positions 29 Sells All Sells 27 Reductions 27 Sold out 0 Options Calls 0 Puts 0
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