Sonoma Private Wealth LLC Reduced Holdings in Q3 2025

Sonoma Private Wealth LLC

  • $83.7 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
PG
Procter & Gamble CO

Consumer Defensive
-6.93K
- 79.82%
$150.47 - $161.22 $1.04M - $1.12M
1.75K $269M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
-9.37K
- 10.06%
$100.37 - $100.74 $941K - $944K
83.8K $8.44B
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
-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
Costco Wholesale Corp

Consumer Defensive
-62
- 10.13%
$915.95 - $994.57 $56.8K - $61.7K
550 $509M
FXF
Invesco Currency Shares Swiss Franc Trust

ETFs
-697
- 4.25%
$108.84 - $112.69 $75.9K - $78.5K
15.7K $1.75B
JUST
Goldman Sachs ETF Tr Just Us L

ETFs
-1.43K
- 14.27%
$87.95 - $94.49 $126K - $135K
8.58K $805M
T
At&T Inc.

Communication Services
-1.2K
- 2.13%
$26.94 - $29.62 $32.4K - $35.6K
55.3K $1.56B
SCHR
Schwab Intermediate Term Us Tr

ETFs
-1.98K
- 3.02%
$24.69 - $25.26 $48.9K - $50.1K
63.6K $1.6B
Calamos ETF Tr
-1.31K
- 8.51%
N/A
14.1K $410M
EWL
Ishares Inc Msci Switzerlnd

ETFs
-453
- 4.33%
$52.43 - $56.33 $23.8K - $25.5K
10K $553M
DMCY
Advisors Inner Circle Fd Iii D

ETFs
-1.41K
- 8.25%
$27.91 - $30.07 $39.3K - $42.4K
15.7K $470M
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
-340
- 11.94%
$109.47 - $119.06 $37.2K - $40.5K
2.51K $297M
CSCO
Cisco Systems, Inc.

Technology
-49
- 0.48%
$66.2 - $71.79 $3.24K - $3.52K
10.2K $699M
DBC
Invesco Db Commodity Index Tracking Fund

ETFs
-47
- 0.24%
$21.62 - $22.81 $1.02K - $1.07K
19.4K $437M
VUG
Vanguard Growth ETF

ETFs
-175
- 6.93%
$433.97 - $484.08 $75.9K - $84.7K
2.35K $1.13B
PCOR
Procore Technologies, Inc.

Technology
-29
- 0.55%
$61.62 - $76.64 $1.79K - $2.22K
5.26K $383M
HSBC
Hsbc Holdings PLC

Financial Services
-309
- 5.28%
$60.27 - $70.98 $18.6K - $21.9K
5.54K $393M
QUAL
Ishares Msci Usa Quality Facto

ETFs
-49
- 1.06%
$182.33 - $194.5 $8.93K - $9.53K
4.59K $892M
LOW
Lowes Companies Inc

Consumer Cyclical
-96
- 3.24%
$215.01 - $273.02 $20.6K - $26.2K
2.87K $721M
IVE
Ishares S&P 500 Value ETF

ETFs
-225
- 2.22%
$194.44 - $206.51 $43.7K - $46.5K
9.92K $2.05B
IXN
Ishares Global Information Tec

ETFs
-167
- 2.14%
$91.28 - $103.32 $15.2K - $17.3K
7.64K $789M
MSFT
Microsoft Corp

Technology
-713
- 2.91%
$491.09 - $535.64 $350K - $382K
23.8K $12.3B
GOOG
Alphabet Inc.

Communication Services
-77
- 2.07%
$175.16 - $255.24 $13.5K - $19.7K
3.63K $885M
AAPL
Apple Inc.

Technology
-14
- 0.1%
$202.38 - $256.87 $2.83K - $3.6K
13.5K $3.44B
NVDA
Nvidia Corp

Technology
-1.2K
- 3.6%
$153.3 - $186.58 $184K - $224K
32.1K $5.99B
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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