Sonora Investment Management Group, LLC Purchases in Q2 2025

Sonora Investment Management Group, LLC

  • $1.27 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
CEG
Constellation Energy Corp

Utilities
867
New
$170.96 - $322.76 $148K - $280K
867 $279K
TTD
Trade Desk, Inc.

Technology
3.81K
New
$45.27 - $79.4 $172K - $303K
3.81K $274K
NVS
Novartis Ag

Healthcare
2.2K
New
$101.96 - $121.01 $224K - $266K
2.2K $265K
IVW
Ishares S&P 500 Growth ETF

ETFs
2.36K
New
$82.96 - $110.1 $196K - $260K
2.36K $259K
VBR
Vanguard Small Cap Value ETF

ETFs
1.28K
New
$162.76 - $195.77 $208K - $251K
1.28K $249K
AXP
American Express CO

Financial Services
549
+ 37.2%
$231.39 - $318.98 $127K - $175K
2.03K $645K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
508
+ 61.43%
$376.48 - $440.65 $191K - $224K
1.34K $588K
EVRG
Evergy, Inc.

Utilities
3.27K
+ 1.47%
$64.06 - $69.64 $209K - $228K
226K $15.6M
CGNX
Cognex Corp

Technology
4.21K
+ 9.09%
$23.27 - $32.07 $98K - $135K
50.5K $1.6M
COF
Capital One Financial Corp

Financial Services
1.04K
New
$150.57 - $212.76 $156K - $221K
1.04K $220K
VNQ
Vanguard Specialized Funds Van

ETFs
2.36K
New
$79.79 - $91.42 $188K - $215K
2.36K $209K
AMP
Ameriprise Financial Inc

Financial Services
380
New
$422.19 - $533.73 $160K - $203K
380 $202K
HBAN
Huntington Bancshares Inc

Financial Services
12K
New
$12.49 - $16.76 $150K - $201K
12K $201K
MCO
Moodys Corp

Financial Services
402
New
$396.7 - $501.59 $159K - $202K
402 $201K
PAX
Patria Investments LTD

Financial Services
14K
New
$9.68 - $14.06 $136K - $197K
14K $196K
ETN
Eaton Corp PLC

Industrials
14
+ 0.64%
$246.52 - $356.99 $3.45K - $5K
2.19K $780K
VTV
Vanguard Value ETF

ETFs
988
+ 76.35%
$153.67 - $176.74 $152K - $175K
2.28K $403K
WPC
W. P. Carey Inc.

Real Estate
4.82K
+ 2.71%
$56.12 - $64.53 $270K - $311K
183K $11.4M
MU
Micron Technology Inc

Technology
532
+ 22.24%
$64.72 - $127.91 $34.4K - $68K
2.92K $360K
NOW
Service Now, Inc.

Technology
39
+ 8.09%
$721.65 - $1040.18 $28.1K - $40.6K
521 $535K
SCHX
Schwab Strategic Tr Us Large C

ETFs
347
+ 0.65%
$19.6 - $24.44 $6.8K - $8.48K
53.5K $1.31M
NKE
Nike, Inc.

Consumer Cyclical
90
+ 0.53%
$53.27 - $72.04 $4.79K - $6.48K
17.2K $1.22M
SYK
Stryker Corp

Healthcare
12
+ 0.22%
$337.37 - $395.63 $4.05K - $4.75K
5.54K $2.19M
WES
Western Midstream Partners, LP

Energy
3.5K
+ 70.0%
$34.99 - $41.61 $122K - $146K
8.5K $328K
BV
Bright View Holdings, Inc.

Industrials
500
+ 1.69%
$12.2 - $16.94 $6.1K - $8.47K
30K $499K
WFC
Wells Fargo & Company

Financial Services
1.02K
+ 21.64%
$60.98 - $80.12 $62K - $81.5K
5.72K $457K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
669
+ 22.61%
$114.78 - $133.31 $76.8K - $89.2K
3.63K $483K
PANW
Palo Alto Networks Inc

Technology
98
+ 4.52%
$152.44 - $204.64 $14.9K - $20.1K
2.27K $463K
MLPA
Global X Mlp ETF

ETFs
8.05K
+ 8.35%
$46.47 - $54.16 $374K - $436K
104K $5.24M
HII
Huntington Ingalls Industries, Inc.

Industrials
100
+ 6.18%
$183.31 - $241.46 $18.3K - $24.1K
1.72K $415K
ABT
Abbott Laboratories

Healthcare
401
+ 4.83%
$123.95 - $138.08 $49.7K - $55.4K
8.71K $1.18M
SCHR
Schwab Intermediate Term Us Tr

ETFs
2.94K
+ 24.84%
$24.54 - $25.07 $72.2K - $73.8K
14.8K $370K
SHOP
Shopify Inc.

Technology
195
+ 7.97%
$76.89 - $115.35 $15K - $22.5K
2.64K $304K
SHEL
Shell PLC

Energy
1.21K
+ 18.06%
$59.75 - $73.05 $72.5K - $88.6K
7.93K $558K
ISRG
Intuitive Surgical Inc

Healthcare
31
+ 2.92%
$451.58 - $565.94 $14K - $17.5K
1.09K $593K
KO
Coca Cola CO

Consumer Defensive
2.09K
+ 2.17%
$68.37 - $73.9 $143K - $154K
98.3K $6.95M
SCHW
Schwab Charles Corp

Financial Services
13
+ 0.28%
$69.06 - $91.24 $898 - $1.19K
4.64K $422K
CTAS
Cintas Corp

Industrials
100
+ 4.8%
$190.11 - $227.66 $19K - $22.8K
2.18K $486K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
3.52K
+ 9.86%
$24.32 - $27.87 $85.5K - $98K
39.2K $1.04M
GLD
Spdr Gold Trust

ETFs
25
+ 0.98%
$273.71 - $316.29 $6.84K - $7.91K
2.59K $788K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
46
+ 0.28%
$19.1 - $23.83 $879 - $1.1K
16.6K $395K
WMB
Williams Companies, Inc.

Energy
163
+ 1.65%
$54.33 - $62.87 $8.86K - $10.2K
10K $630K
ADI
Analog Devices Inc

Technology
10
+ 0.98%
$164.6 - $238.02 $1.65K - $2.38K
1.03K $245K
AEP
American Electric Power CO Inc

Utilities
503
+ 19.38%
$98.59 - $109.11 $49.6K - $54.9K
3.1K $321K
MMM
3 M CO

Industrials
177
+ 8.48%
$126.09 - $154.15 $22.3K - $27.3K
2.26K $344K
IAU
Ishares Gold Trust

ETFs
55
+ 0.57%
$56.1 - $64.74 $3.09K - $3.56K
9.7K $604K
GD
General Dynamics Corp

Industrials
57
+ 7.3%
$247.68 - $291.66 $14.1K - $16.6K
838 $244K
AZN
Astrazeneca PLC

Healthcare
585
+ 20.38%
$64.87 - $75.0 $37.9K - $43.9K
3.46K $241K
MO
Altria Group, Inc.

Consumer Defensive
938
+ 4.84%
$55.56 - $60.91 $52.1K - $57.1K
20.3K $1.19M
Activity Summary
Buys All Purchases 143 New Holdings 24 Increased Positions 119 Sells All Sells 113 Reductions 112 Sold out 1 Options Calls 0 Puts 0
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