Sonora Investment Management Group, LLC Purchases in Q3 2024

Sonora Investment Management Group, LLC

  • $1.18 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
SCHR
Schwab Intermediate Term Us Tr

ETFs
6.1K
New
$48.4 - $50.91 $295K - $310K
6.1K $308K
IVV
Ishares Core S&P 500 ETF

ETFs
301
+ 6.62%
$520.18 - $576.82 $157K - $174K
4.85K $2.8M
IWF
Ishares Russell 1000 Gr ETF

ETFs
788
New
$332.02 - $382.76 $262K - $302K
788 $295K
WEC
Wec Energy Group, Inc.

Utilities
2.95K
New
$77.68 - $96.19 $229K - $284K
2.95K $283K
PANW
Palo Alto Networks Inc

Technology
830
New
$294.18 - $368.01 $244K - $305K
830 $283K
PRF
Invesco Exchange Traded Fd Tr

ETFs
6.98K
New
$37.33 - $40.63 $261K - $284K
6.98K $283K
MMM
3 M CO

Industrials
1.98K
New
$99.69 - $139.42 $197K - $276K
1.98K $270K
FCX
Freeport Mcmoran Inc

Basic Materials
5.09K
+ 76.14%
$39.52 - $51.92 $201K - $264K
11.8K $587K
UTF
Cohen & Steers Infrastructure Fund Inc

Financial Services
9.91K
New
$22.3 - $26.02 $221K - $258K
9.91K $257K
CI
Cigna Corp

Healthcare
743
New
$319.12 - $367.1 $237K - $273K
743 $257K
SHOP
Shopify Inc.

Technology
3.12K
New
$52.26 - $80.75 $163K - $252K
3.12K $249K
UPS
United Parcel Service Inc

Industrials
1.79K
+ 99.72%
$123.32 - $147.38 $221K - $264K
3.59K $489K
C
Citigroup Inc

Financial Services
3.82K
New
$56.11 - $67.61 $214K - $258K
3.82K $239K
ICE
Intercontinental Exchange, Inc.

Financial Services
1.47K
New
$136.93 - $162.81 $201K - $239K
1.47K $235K
TTD
Trade Desk, Inc.

Technology
2.14K
New
$83.08 - $110.79 $178K - $237K
2.14K $234K
AMD
Advanced Micro Devices Inc

Technology
1.36K
+ 36.48%
$128.67 - $183.96 $175K - $250K
5.08K $834K
AEP
American Electric Power CO Inc

Utilities
2.24K
New
$87.11 - $104.95 $195K - $235K
2.24K $229K
O
Realty Income Corp

Real Estate
3.58K
New
$52.36 - $63.42 $188K - $227K
3.58K $227K
ADP
Automatic Data Processing Inc

Industrials
818
New
$233.44 - $279.45 $191K - $229K
818 $226K
WFC
Wells Fargo & Company

Financial Services
3.86K
New
$51.58 - $60.97 $199K - $236K
3.86K $218K
AZN
Astrazeneca PLC

Healthcare
2.8K
New
$76.67 - $87.62 $214K - $245K
2.8K $217K
DTE
Dte Energy CO

Utilities
1.67K
New
$108.67 - $128.41 $182K - $215K
1.67K $214K
ANET
Arista Networks, Inc.

Technology
555
New
$311.42 - $388.21 $173K - $215K
555 $213K
PLTR
Palantir Technologies Inc.

Technology
5.7K
New
$24.09 - $37.95 $137K - $216K
5.7K $212K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
3.09K
+ 90.79%
$57.32 - $62.65 $177K - $193K
6.48K $404K
URI
United Rentals, Inc.

Industrials
14
+ 1.41%
$627.41 - $814.1 $8.78K - $11.4K
1.01K $815K
SO
Southern CO

Utilities
849
+ 13.24%
$77.0 - $90.52 $65.4K - $76.9K
7.26K $654K
IAU
Ishares Gold Trust

ETFs
2.13K
+ 28.3%
$44.06 - $50.5 $93.7K - $107K
9.64K $479K
GVA
Granite Construction Inc

Industrials
836
+ 21.03%
$58.93 - $80.33 $49.3K - $67.2K
4.81K $381K
EPD
Enterprise Products Partners L.P.

Energy
4.14K
+ 7.55%
$27.88 - $30.0 $115K - $124K
59K $1.72M
SCHA
Schwab Strategic Tr Us Small C

ETFs
2.09K
+ 43.42%
$46.9 - $51.96 $97.9K - $108K
6.9K $355K
SYK
Stryker Corp

Healthcare
24
+ 0.44%
$315.94 - $371.96 $7.58K - $8.93K
5.52K $2M
NFLX
Netflix Inc

Communication Services
146
+ 25.57%
$598.55 - $722.26 $87.4K - $105K
717 $508K
MET
Metlife Inc

Financial Services
784
+ 16.55%
$67.96 - $82.48 $53.3K - $64.7K
5.52K $455K
NOW
Service Now, Inc.

Technology
98
+ 35.13%
$730.87 - $937.36 $71.6K - $91.9K
377 $337K
CLX
Clorox CO

Consumer Defensive
281
+ 10.76%
$131.73 - $166.97 $37K - $46.9K
2.89K $471K
MELI
Mercadolibre Inc

Consumer Cyclical
13
+ 6.19%
$1591.44 - $2140.1 $20.7K - $27.8K
223 $457K
OKE
Oneok Inc

Energy
60
+ 0.58%
$78.62 - $95.27 $4.72K - $5.72K
10.4K $950K
STWD
Starwood Property Trust, Inc.

Real Estate
2.32K
+ 6.89%
$18.75 - $21.11 $43.6K - $49.1K
36.1K $735K
CSX
Csx Corp

Industrials
1.93K
+ 7.5%
$32.48 - $35.45 $62.7K - $68.4K
27.7K $955K
CTAS
Cintas Corp

Industrials
1.63K
+ 334.22%
$201.38 - $819.83 $328K - $1.34M
2.12K $436K
ENB
Enbridge Inc

Energy
110
+ 0.69%
$35.27 - $41.18 $3.88K - $4.53K
16.1K $653K
VUG
Vanguard Growth ETF

ETFs
148
+ 5.38%
$341.08 - $391.94 $50.5K - $58K
2.9K $1.11M
JPC
Nuveen Preferred & Income Opportunities Fund

Financial Services
10K
New
$7.45 - $8.23 $74.5K - $82.3K
10K $80K
CMI
Cummins Inc

Industrials
3
+ 0.18%
$266.63 - $326.4 $800 - $979
1.69K $547K
DVN
Devon Energy Corp

Energy
3.13K
+ 58.3%
$37.87 - $48.65 $118K - $152K
8.49K $332K
DUK
Duke Energy Corp

Utilities
172
+ 4.66%
$99.35 - $117.71 $17.1K - $20.2K
3.86K $445K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
123
+ 17.06%
$386.81 - $423.12 $47.6K - $52K
844 $357K
PFG
Principal Financial Group Inc

Financial Services
542
+ 15.06%
$72.94 - $87.46 $39.5K - $47.4K
4.14K $355K
Activity Summary
Buys All Purchases 133 New Holdings 29 Increased Positions 104 Sells All Sells 124 Reductions 124 Sold out 0 Options Calls 0 Puts 0
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