Sonoma Private Wealth LLC has filed its 13F form on August 14, 2024 for Q2 2024 where it was disclosed a total value porftolio of $61.6 Billion distributed in 87 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 $4.99B, Microsoft Corp with a value of $2.86B, Nvidia Corp with a value of $2.63B, Ishares S&P 500 Value ETF with a value of $2.33B, and Vanguard Value ETF with a value of $2.23B.
Examining the 13F form we can see an decrease of $551M in the current position value, from $62.2B to 61.6B.
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.