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.
