Sonora Investment Management Group, LLC Purchases in Q1 2025

Sonora Investment Management Group, LLC

  • $1.16 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
AJG
Arthur J. Gallagher & Co.

Financial Services
193
+ 0.19%
$275.89 - $345.24 $53.2K - $66.6K
101K $34.9M
RSG
Republic Services, Inc.

Industrials
313
+ 0.25%
$200.09 - $242.16 $62.6K - $75.8K
127K $30.7M
EVRG
Evergy, Inc.

Utilities
22.4K
+ 11.19%
$59.9 - $69.52 $1.34M - $1.56M
223K $15.4M
JNJ
Johnson & Johnson

Healthcare
2.67K
+ 2.53%
$142.06 - $167.7 $379K - $447K
108K $17.9M
WPC
W. P. Carey Inc.

Real Estate
19.5K
+ 12.3%
$53.5 - $65.05 $1.04M - $1.27M
178K $11.2M
CVX
Chevron Corp

Energy
4.26K
+ 5.12%
$146.71 - $167.97 $625K - $715K
87.4K $14.6M
V
Visa Inc.

Financial Services
1.93K
+ 3.72%
$306.92 - $362.71 $591K - $699K
53.8K $18.8M
VLO
Valero Energy Corp

Energy
4.55K
+ 2.81%
$121.76 - $142.99 $554K - $650K
166K $22M
MDT
Medtronic PLC

Healthcare
8.07K
+ 6.28%
$79.84 - $94.5 $645K - $763K
137K $12.3M
MCD
Mcdonalds Corp

Consumer Cyclical
2.92K
+ 6.38%
$279.74 - $321.29 $818K - $939K
48.8K $15.2M
PAYX
Paychex Inc

Industrials
2.62K
+ 2.82%
$136.06 - $154.52 $356K - $404K
95.5K $14.7M
VICI
Vici Properties Inc.

Real Estate
7.97K
+ 2.18%
$28.21 - $32.68 $225K - $260K
373K $12.2M
CSCO
Cisco Systems, Inc.

Technology
6.5K
+ 1.88%
$58.74 - $64.87 $382K - $422K
352K $21.7M
VZ
Verizon Communications Inc

Communication Services
2.72K
+ 1.38%
$37.81 - $46.49 $103K - $127K
200K $9.08M
MLPA
Global X Mlp ETF

ETFs
14.9K
+ 18.31%
$49.83 - $54.53 $743K - $814K
96.4K $5.15M
COST
Costco Wholesale Corp

Consumer Defensive
76
+ 0.22%
$890.62 - $1076.86 $67.7K - $81.8K
34.6K $32.7M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
317
+ 3.25%
$442.66 - $534.52 $140K - $169K
10.1K $5.28M
JPM
Jpmorgan Chase & CO

Financial Services
763
+ 0.67%
$225.19 - $279.95 $172K - $214K
114K $28.1M
PFE
Pfizer Inc

Healthcare
48.1K
+ 13.4%
$25.01 - $27.13 $1.2M - $1.3M
407K $10.3M
UNP
Union Pacific Corp

Industrials
751
+ 1.1%
$225.21 - $254.42 $169K - $191K
69K $16.3M
UNH
Unitedhealth Group Inc

Healthcare
563
+ 2.39%
$461.52 - $548.18 $260K - $309K
24.1K $12.6M
SCVL
Shoe Carnival Inc

Consumer Cyclical
57.4K
+ 114.91%
$21.24 - $32.31 $1.22M - $1.85M
107K $2.36M
CRM
Salesforce, Inc.

Technology
8.12K
+ 35.98%
$268.36 - $359.95 $2.18M - $2.92M
30.7K $8.24M
CIO
City Office Reit, Inc.

Real Estate
126K
New
$4.81 - $5.52 $608K - $697K
126K $655K
PM
Philip Morris International Inc.

Consumer Defensive
68
+ 0.61%
$117.15 - $158.79 $7.97K - $10.8K
11.2K $1.78M
EPD
Enterprise Products Partners L.P.

Energy
6.81K
+ 10.24%
$31.75 - $34.14 $216K - $233K
73.4K $2.5M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
2.96K
New
$126.11 - $135.06 $373K - $400K
2.96K $377K
VGSH
Vanguard

ETFs
6.23K
New
$58.07 - $58.69 $362K - $366K
6.23K $365K
CAT
Caterpillar Inc

Industrials
2.65K
+ 16.8%
$326.75 - $407.63 $867K - $1.08M
18.5K $6.09M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
16.6K
New
$21.23 - $23.75 $351K - $393K
16.6K $354K
VIG
Vanguard Dividend Appreciation

ETFs
1.84K
+ 53.17%
N/A
5.31K $967K
ABBV
Abb Vie Inc.

Healthcare
214
+ 2.37%
$169.2 - $216.66 $36.2K - $46.4K
9.24K $1.94M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
11.4K
+ 47.15%
$27.01 - $28.54 $308K - $326K
35.6K $983K
TXN
Texas Instruments Inc

Technology
1.55K
+ 1.71%
N/A
92.5K $18M
PDM
Piedmont Office Realty Trust, Inc.

Real Estate
40K
New
N/A
40K $284K
PNW
Pinnacle West Capital Corp

Utilities
287
+ 1.21%
$81.76 - $95.25 $23.5K - $27.3K
24.1K $2.29M
CI
Cigna Corp

Healthcare
814
New
$274.49 - $329.0 $223K - $268K
814 $267K
LLY
Eli Lilly & CO

Healthcare
127
+ 4.34%
$725.72 - $929.72 $92.2K - $118K
3.05K $2.52M
CVS
Cvs Health Corp

Healthcare
1.95K
+ 36.9%
$44.22 - $68.64 $86.2K - $134K
7.23K $490K
QQQ
Invesco Qqq Trust, Series 1

ETFs
943
+ 18.46%
$468.34 - $539.52 $442K - $509K
6.05K $2.84M
CAH
Cardinal Health Inc

Healthcare
1.57K
New
$118.02 - $137.77 $185K - $216K
1.57K $216K
PHYS
Sprott Physical Gold Trust

Financial Services
8.94K
New
$20.25 - $24.06 $181K - $215K
8.94K $214K
MO
Altria Group, Inc.

Consumer Defensive
1.16K
+ 6.34%
$50.81 - $60.02 $58.7K - $69.3K
19.4K $1.16M
UGI
Ugi Corp

Utilities
6.37K
New
$28.0 - $34.16 $178K - $218K
6.37K $210K
AZN
Astrazeneca PLC

Healthcare
2.87K
New
$65.37 - $77.96 $188K - $224K
2.87K $210K
FNDF
Schwab Fundamental Intl Large

ETFs
5.75K
New
$32.9 - $37.45 $189K - $215K
5.75K $209K
PDI
Pimco Dynamic Income Fund

Financial Services
10.5K
New
$18.51 - $20.05 $194K - $211K
10.5K $208K
MU
Micron Technology Inc

Technology
2.39K
New
$86.89 - $109.38 $208K - $262K
2.39K $207K
WES
Western Midstream Partners, LP

Energy
5K
New
$37.87 - $42.89 $189K - $214K
5K $204K
Activity Summary
Buys All Purchases 137 New Holdings 18 Increased Positions 119 Sells All Sells 114 Reductions 114 Sold out 0 Options Calls 0 Puts 0
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