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
SCHA
Schwab Strategic Tr Us Small C

ETFs
100
+ 0.74%
$20.42 - $25.3 $2.04K - $2.53K
13.6K $344K
SO
Southern CO

Utilities
307
+ 4.02%
$84.91 - $92.56 $26.1K - $28.4K
7.95K $729K
AB
Alliancebernstein Holding L.P.

Financial Services
79
+ 0.89%
$33.0 - $41.77 $2.61K - $3.3K
8.93K $364K
CMI
Cummins Inc

Industrials
5
+ 0.3%
$267.12 - $336.65 $1.34K - $1.68K
1.7K $555K
DUK
Duke Energy Corp

Utilities
356
+ 6.76%
$112.46 - $124.05 $40K - $44.2K
5.62K $663K
CMCSA
Comcast Corp

Communication Services
804
+ 10.46%
$32.84 - $36.72 $26.4K - $29.5K
8.49K $303K
GUT
Gabelli Utility Trust

Financial Services
1.5K
+ 10.4%
$4.95 - $5.81 $7.43K - $8.72K
15.9K $92K
PRF
Invesco Exchange Traded Fd Tr

ETFs
9
+ 0.13%
$35.77 - $42.27 $322 - $380
6.99K $295K
CI
Cigna Corp

Healthcare
45
+ 5.53%
$301.89 - $340.04 $13.6K - $15.3K
859 $283K
MLPX
Global X Mlp & Energy Infrastr

ETFs
320
+ 7.97%
$55.32 - $65.02 $17.7K - $20.8K
4.34K $271K
DVY
Ishares Tr

ETFs
50
+ 1.78%
$118.37 - $134.86 $5.92K - $6.74K
2.86K $379K
GGN
Gamco Global Gold, Natural Resources & Income Trust

Financial Services
639
+ 0.7%
$3.84 - $4.48 $2.45K - $2.86K
91.6K $402K
KYN
Kayne Anderson Energy Infrastructure Fund, Inc.

Financial Services
800
+ 1.48%
$10.49 - $12.99 $8.39K - $10.4K
55K $699K
LOW
Lowes Companies Inc

Consumer Cyclical
123
+ 5.79%
$210.83 - $235.28 $25.9K - $28.9K
2.25K $498K
Oaktree Specialty Lending CO
2.4K
+ 15.29%
N/A
18.1K $0
Ge Vernova Inc
405
New
N/A
405 $0
Arista Networks Inc
2.2K
New
N/A
2.2K $0
Easterly Govt Pptys Inc
17.9K
New
N/A
17.9K $0
Lam Research Corp
52
+ 1.24%
N/A
4.24K $0
TSLL
Direxion Shs ETF Tr Daily Tsla
10.2K
New
N/A
10.2K $0
WEC
Wec Energy Group, Inc.

Utilities
125
+ 4.21%
$102.24 - $109.76 $12.8K - $13.7K
3.09K $322K
PRU
Prudential Financial Inc

Financial Services
40
+ 2.0%
$95.12 - $112.71 $3.8K - $4.51K
2.04K $219K
PDI
Pimco Dynamic Income Fund

Financial Services
24
+ 0.23%
$17.02 - $19.87 $408 - $477
10.5K $199K
LLY
Eli Lilly & CO

Healthcare
170
+ 5.57%
$713.71 - $898.95 $121K - $153K
3.22K $2.51M
XLE
Energy Sector Spdr

ETFs
50
+ 1.81%
$76.44 - $94.13 $3.82K - $4.71K
2.81K $237K
NOC
Northrop Grumman Corp

Industrials
29
+ 0.87%
$456.3 - $540.39 $13.2K - $15.7K
3.36K $1.68M
PNW
Pinnacle West Capital Corp

Utilities
1.27K
+ 5.28%
$88.3 - $95.43 $112K - $121K
25.3K $2.27M
WM
Waste Management Inc

Industrials
21
+ 0.18%
$216.47 - $242.1 $4.55K - $5.08K
11.5K $2.63M
UPS
United Parcel Service Inc

Industrials
250
+ 4.35%
$91.92 - $110.2 $23K - $27.6K
6K $605K
AVA
Avista Corp

Utilities
221
+ 2.23%
$36.94 - $42.43 $8.16K - $9.38K
10.1K $384K
UNIT
Uniti Group Inc.

Real Estate
41K
+ 13.91%
$4.06 - $5.24 $166K - $215K
335K $1.45M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
550
+ 5.47%
$483.48 - $539.8 $266K - $297K
10.6K $5.16M
SON
Sonoco Products CO

Consumer Cyclical
1.06K
+ 2.07%
$40.6 - $47.93 $42.8K - $50.6K
52.1K $2.27M
COP
Conocophillips

Energy
1
+ 0.01%
$82.66 - $106.1 $82.7 - $106
9.5K $852K
UNP
Union Pacific Corp

Industrials
452
+ 0.65%
$208.27 - $238.46 $94.1K - $108K
69.5K $16M
PAYX
Paychex Inc

Industrials
2.38K
+ 2.49%
$137.01 - $159.78 $326K - $380K
97.9K $14.2M
XOM
Exxon Mobil Corp

Energy
1.53K
+ 2.44%
$99.93 - $119.04 $152K - $182K
64.1K $6.91M
MCD
Mcdonalds Corp

Consumer Cyclical
936
+ 1.92%
$285.55 - $321.23 $267K - $301K
49.7K $14.5M
LYB
Lyondell Basell Industries N.V.

Basic Materials
14.3K
+ 9.87%
$53.23 - $70.65 $763K - $1.01M
160K $9.24M
JNJ
Johnson & Johnson

Healthcare
492
+ 0.46%
$146.36 - $159.82 $72K - $78.6K
108K $16.5M
CVX
Chevron Corp

Energy
3.69K
+ 4.22%
$133.73 - $168.51 $493K - $621K
91.1K $13M
UNH
Unitedhealth Group Inc

Healthcare
821
+ 3.41%
$274.35 - $599.47 $225K - $492K
24.9K $7.77M
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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