Sonoma Private Wealth LLC Portfolio Holdings
Sonoma Private Wealth LLC
- $64.2 Billion
- Q3 2024
Sonoma Private Wealth LLC has filed its 13F form on October 17, 2024 for Q3 2024 where it was disclosed a total value porftolio of $64.2 Billion distributed in 90 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $5.25B, Microsoft Corp with a value of $2.77B, Nvidia Corp with a value of $2.65B, Vanguard Value ETF with a value of $2.34B, and Ishares S&P 500 Value ETF with a value of $2.13B.
Examining the 13F form we can see an increase of $2.59B in the current position value, from $61.6B to 64.2B.
Sonoma Private Wealth LLC is based out at San Francisco, CA
Below you can find more details about Sonoma Private Wealth LLC portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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