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
HWM
Howmet Aerospace Inc.

Industrials
1.57K
New
$110.79 - $139.39 $174K - $219K
1.57K $203K
OGE
Oge Energy Corp.

Utilities
4.43K
New
$39.76 - $46.32 $176K - $205K
4.43K $203K
O
Realty Income Corp

Real Estate
3.47K
New
$51.67 - $58.49 $179K - $203K
3.47K $201K
NFLX
Netflix Inc

Communication Services
155
+ 21.38%
$828.4 - $1058.6 $128K - $164K
880 $820K
AXP
American Express CO

Financial Services
613
+ 71.03%
$255.39 - $325.87 $157K - $200K
1.48K $397K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
1.27K
+ 24.6%
$95.85 - $99.25 $122K - $126K
6.42K $634K
GILD
Gilead Sciences, Inc.

Healthcare
351
+ 7.31%
$89.14 - $117.41 $31.3K - $41.2K
5.15K $577K
VTI
Vanguard Total Stock Market Et

ETFs
607
+ 30.23%
$271.18 - $303.12 $165K - $184K
2.62K $715K
DUK
Duke Energy Corp

Utilities
531
+ 11.21%
$105.87 - $121.97 $56.2K - $64.8K
5.27K $642K
UPS
United Parcel Service Inc

Industrials
1.78K
+ 44.85%
$109.66 - $136.26 $195K - $243K
5.75K $632K
MPLX
Mplx LP

Energy
1.5K
+ 22.93%
$47.88 - $54.65 $71.8K - $82K
8.04K $430K
PLTR
Palantir Technologies Inc.

Technology
543
+ 7.2%
$64.98 - $124.62 $35.3K - $67.7K
8.09K $682K
KYN
Kayne Anderson Energy Infrastructure Fund, Inc.

Financial Services
8K
+ 17.31%
$11.96 - $13.56 $95.7K - $108K
54.2K $695K
BXSL
Blackstone Secured Lending Fund

Financial Services
3.18K
+ 7.09%
$31.3 - $34.5 $99.6K - $110K
48K $1.55M
SO
Southern CO

Utilities
368
+ 5.06%
$80.96 - $92.96 $29.8K - $34.2K
7.64K $702K
SPY
Spdr S&P 500 ETF Trust

ETFs
466
+ 7.15%
$551.42 - $612.93 $257K - $286K
6.98K $3.91M
GE
General Electric CO

Industrials
69
+ 3.42%
$168.59 - $212.13 $11.6K - $14.6K
2.09K $417K
WFC
Wells Fargo & Company

Financial Services
973
+ 26.11%
$66.78 - $81.42 $65K - $79.2K
4.7K $337K
SYK
Stryker Corp

Healthcare
10
+ 0.18%
$355.18 - $399.9 $3.55K - $4K
5.53K $2.06M
AEP
American Electric Power CO Inc

Utilities
207
+ 8.66%
$90.32 - $109.27 $18.7K - $22.6K
2.6K $283K
ICE
Intercontinental Exchange, Inc.

Financial Services
140
+ 9.18%
$142.8 - $176.36 $20K - $24.7K
1.67K $287K
MMM
3 M CO

Industrials
151
+ 7.8%
$129.7 - $155.12 $19.6K - $23.4K
2.09K $306K
GGN
Gamco Global Gold, Natural Resources & Income Trust

Financial Services
653
+ 0.72%
$3.88 - $4.37 $2.53K - $2.85K
91K $397K
FCX
Freeport Mcmoran Inc

Basic Materials
1.57K
+ 13.48%
$34.5 - $43.01 $54.1K - $67.4K
13.2K $499K
OKE
Oneok Inc

Energy
708
+ 5.42%
$89.57 - $109.85 $63.4K - $77.8K
13.8K $1.37M
CRWD
Crowd Strike Holdings, Inc.

Technology
95
+ 5.41%
$308.86 - $455.36 $29.3K - $43.3K
1.85K $652K
MELI
Mercadolibre Inc

Consumer Cyclical
5
+ 3.07%
$1739.0 - $2260.0 $8.7K - $11.3K
168 $327K
BAC
Bank Of America Corp

Financial Services
1.53K
+ 23.51%
$39.61 - $47.74 $60.7K - $73.2K
8.05K $336K
SLB
Schlumberger Limited

Energy
550
+ 7.51%
$38.4 - $43.74 $21.1K - $24.1K
7.87K $329K
XLF
Financial Sector Spdr

ETFs
713
+ 9.05%
$47.32 - $52.19 $33.7K - $37.2K
8.59K $422K
AMAT
Applied Materials Inc

Technology
1.27K
+ 15.36%
$145.06 - $195.51 $184K - $248K
9.51K $1.38M
META
Meta Platforms, Inc.

Communication Services
984
+ 2.41%
$576.36 - $736.67 $567K - $725K
41.8K $24.1M
LYB
Lyondell Basell Industries N.V.

Basic Materials
7.99K
+ 5.82%
$69.82 - $78.67 $558K - $628K
145K $10.2M
VGT
Vanguard Information Technolog

ETFs
124
+ 24.41%
$542.38 - $646.34 $67.3K - $80.1K
632 $343K
BMY
Bristol Myers Squibb CO

Healthcare
132
+ 2.92%
$53.9 - $63.11 $7.11K - $8.33K
4.65K $283K
STWD
Starwood Property Trust, Inc.

Real Estate
284
+ 1.02%
$18.41 - $20.53 $5.23K - $5.83K
28.1K $555K
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
199
+ 1.06%
$44.68 - $46.49 $8.89K - $9.25K
18.9K $874K
VTV
Vanguard Value ETF

ETFs
73
+ 5.98%
$167.73 - $179.21 $12.2K - $13.1K
1.29K $221K
KIND
Nextdoor Holdings, Inc.

Communication Services
10K
New
$1.53 - $2.75 $15.3K - $27.5K
10K $15K
GD
General Dynamics Corp

Industrials
2
+ 0.26%
$241.94 - $272.58 $484 - $545
781 $212K
PANW
Palo Alto Networks Inc

Technology
172
+ 8.62%
$167.82 - $208.28 $28.9K - $35.8K
2.17K $369K
MET
Metlife Inc

Financial Services
174
+ 3.2%
$77.7 - $87.0 $13.5K - $15.1K
5.61K $450K
VOE
Vanguard Mid Cap Value Index F

ETFs
63
+ 4.2%
$156.61 - $168.02 $9.87K - $10.6K
1.56K $248K
GS
Goldman Sachs Group Inc

Financial Services
25
+ 6.1%
$524.81 - $672.19 $13.1K - $16.8K
435 $237K
C
Citigroup Inc

Financial Services
1
+ 0.03%
$67.23 - $84.63 $67.2 - $84.6
3.44K $244K
FISV
Fiserv Inc

Technology
20
+ 1.98%
N/A
1.03K $128K
F
Ford Motor CO

Consumer Cyclical
57
+ 0.42%
$9.12 - $10.43 $520 - $595
13.6K $136K
NEEPRR
Nextera Energy Inc Corporate U
35.8K
+ 8.91%
N/A
438K $0
Arm Holdings PLC
46
+ 1.0%
N/A
4.64K $0
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
Track This Portfolio

Track Sonora Investment Management Group, LLC Portfolio

Follow Sonora Investment Management Group, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Sonora Investment Management Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sonora Investment Management Group, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email