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
Oaktree Specialty Lending CO
2K
+ 14.6%
N/A
15.7K $0
FNDX
Schwab Fundamental U S Large C

ETFs
333
+ 1.29%
$23.03 - $25.01 $7.67K - $8.33K
26.1K $609K
QBTS
D Wave Quantum Inc.

Technology
1.11K
+ 6.85%
$3.83 - $11.18 $4.23K - $12.4K
17.2K $130K
RSP
Invesco S&P 500 Equal Weight E

ETFs
3
+ 0.15%
$169.43 - $182.84 $508 - $549
1.97K $338K
ISRG
Intuitive Surgical Inc

Healthcare
37
+ 3.61%
$476.63 - $610.45 $17.6K - $22.6K
1.06K $525K
MUR
Murphy Oil Corp

Energy
31
+ 0.44%
$24.02 - $33.9 $745 - $1.05K
7.04K $200K
CLM
Cornerstone Strategic Value Fund Inc

Financial Services
2
+ 0.02%
$7.39 - $9.09 $14.8 - $18.2
10.1K $75K
LOW
Lowes Companies Inc

Consumer Cyclical
5
+ 0.24%
$222.66 - $268.42 $1.11K - $1.34K
2.12K $495K
CLX
Clorox CO

Consumer Defensive
72
+ 2.51%
$141.76 - $162.89 $10.2K - $11.7K
2.94K $432K
IWM
Ishares Russell 2000 ETF

ETFs
53
+ 2.17%
$198.1 - $229.79 $10.5K - $12.2K
2.49K $499K
UNIT
Uniti Group Inc.

Real Estate
15K
+ 5.37%
$4.75 - $5.98 $71.3K - $89.7K
294K $1.48M
AMD
Advanced Micro Devices Inc

Technology
381
+ 6.7%
$96.63 - $129.55 $36.8K - $49.4K
6.07K $623K
ETN
Eaton Corp PLC

Industrials
177
+ 8.88%
$271.83 - $371.23 $48.1K - $65.7K
2.17K $590K
URI
United Rentals, Inc.

Industrials
10
+ 0.96%
$594.17 - $789.56 $5.94K - $7.9K
1.05K $659K
ET
Energy Transfer LP

Energy
1.03K
+ 1.08%
$17.26 - $21.08 $17.7K - $21.6K
95.8K $1.78M
NOW
Service Now, Inc.

Technology
45
+ 10.3%
$783.83 - $1170.39 $35.3K - $52.7K
482 $383K
TGT
Target Corp

Consumer Defensive
46
+ 1.42%
$103.65 - $142.5 $4.77K - $6.56K
3.28K $342K
VUG
Vanguard Growth ETF

ETFs
38
+ 1.34%
$369.1 - $427.61 $14K - $16.2K
2.88K $1.07M
FITB
Fifth Third Bancorp

Financial Services
537
+ 0.9%
$37.48 - $44.96 $20.1K - $24.1K
60.5K $2.37M
PEP
Pepsico Inc

Consumer Defensive
272
+ 0.27%
$142.64 - $156.42 $38.8K - $42.5K
102K $15.3M
NKE
Nike, Inc.

Consumer Cyclical
97
+ 0.57%
$63.29 - $81.72 $6.14K - $7.93K
17.1K $1.08M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
2
+ 0.02%
$165.25 - $224.62 $331 - $449
8.59K $1.43M
TFC
Truist Financial Corp

Financial Services
6.82K
+ 2.03%
$39.48 - $48.15 $269K - $328K
342K $14.1M
IONS
Ionis Pharmaceuticals Inc

Healthcare
5.37K
+ 3.61%
$30.17 - $34.97 $162K - $188K
154K $4.65M
ENVX
Enovix Corp

Industrials
48.5K
+ 17.6%
$7.21 - $14.33 $350K - $696K
324K $2.38M
DIS
Walt Disney CO

Communication Services
4.42K
+ 5.16%
$96.87 - $114.0 $428K - $504K
90.1K $8.89M
LMT
Lockheed Martin Corp

Industrials
1.39K
+ 3.56%
$423.19 - $506.29 $586K - $701K
40.3K $18M
PNC
Pnc Financial Services Group, Inc.

Financial Services
1.74K
+ 2.28%
$168.84 - $202.89 $294K - $353K
78.1K $13.7M
HD
Home Depot, Inc.

Consumer Cyclical
556
+ 1.04%
$347.25 - $424.87 $193K - $236K
54.2K $19.9M
ACN
Accenture PLC

Technology
1.23K
+ 3.22%
$300.91 - $398.25 $370K - $489K
39.3K $12.3M
MRK
Merck & Co., Inc.

Healthcare
1.09K
+ 0.62%
$83.01 - $101.02 $90.2K - $110K
176K $15.8M
NVDA
Nvidia Corp

Technology
2.02K
+ 1.84%
$106.98 - $149.43 $216K - $302K
112K $12.1M
AMZN
Amazon Com Inc

Consumer Cyclical
2.56K
+ 2.25%
$190.26 - $242.06 $487K - $620K
116K $22.1M
BX
Blackstone Inc.

Financial Services
3.12K
+ 2.25%
$136.53 - $186.74 $426K - $583K
142K $19.8M
MSFT
Microsoft Corp

Technology
39
+ 0.03%
$375.39 - $447.2 $14.6K - $17.4K
132K $49.5M
AVGO
Broadcom Inc.

Technology
2.46K
+ 2.0%
$167.43 - $244.7 $411K - $601K
125K $21M
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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