Sonora Investment Management Group, LLC Incresed Positions in Q3 2025

Sonora Investment Management Group, LLC

  • $1.34 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
IONS
Ionis Pharmaceuticals Inc

Healthcare
6.64K
+ 4.07%
$39.94 - $65.42 $265K - $434K
170K $11.1M
ABBV
Abb Vie Inc.

Healthcare
399
+ 0.55%
$184.85 - $231.54 $73.8K - $92.4K
72.9K $16.9M
CAT
Caterpillar Inc

Industrials
919
+ 4.17%
$390.92 - $477.15 $359K - $439K
22.9K $10.9M
CVX
Chevron Corp

Energy
1.79K
+ 1.97%
$145.57 - $161.83 $261K - $290K
92.9K $14.4M
MDT
Medtronic PLC

Healthcare
162
+ 0.11%
$87.67 - $95.74 $14.2K - $15.5K
145K $13.8M
PEP
Pepsico Inc

Consumer Defensive
479
+ 0.49%
$133.81 - $152.16 $64.1K - $72.9K
98.5K $13.8M
STX
Seagate Technology Holdings PLC

Technology
240
+ 3.18%
$142.01 - $236.06 $34.1K - $56.7K
7.79K $1.84M
MLPA
Global X Mlp ETF

ETFs
13.2K
+ 12.61%
$48.25 - $51.56 $636K - $679K
118K $5.79M
ARE
Alexandria Real Estate Equities, Inc.

Real Estate
1.35K
+ 4.58%
$71.86 - $87.45 $97K - $118K
30.8K $2.57M
NOC
Northrop Grumman Corp

Industrials
79
+ 2.35%
$498.9 - $609.32 $39.4K - $48.1K
3.44K $2.1M
SPY
Spdr S&P 500 ETF Trust

ETFs
24
+ 0.32%
$617.65 - $666.84 $14.8K - $16K
7.49K $4.99M
GLD
Spdr Gold Trust

ETFs
660
+ 25.5%
$300.96 - $355.47 $199K - $235K
3.25K $1.15M
QQQ
Invesco Qqq Trust, Series 1

ETFs
86
+ 1.35%
$546.99 - $602.2 $47K - $51.8K
6.45K $3.87M
HROW
Harrow Health, Inc.

Healthcare
1.7K
+ 11.0%
$30.57 - $48.85 $52K - $83K
17.1K $808K
ENVX
Enovix Corp

Industrials
45.7K
+ 11.05%
$8.0 - $15.93 $366K - $728K
459K $4.58M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
9.07K
+ 54.63%
$23.82 - $25.84 $216K - $234K
25.7K $660K
AMAT
Applied Materials Inc

Technology
241
+ 2.63%
$156.25 - $204.95 $37.7K - $49.4K
9.39K $1.92M
AMD
Advanced Micro Devices Inc

Technology
464
+ 5.74%
$134.8 - $184.42 $62.5K - $85.6K
8.55K $1.38M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
36
+ 0.79%
$567.77 - $614.76 $20.4K - $22.1K
4.58K $2.81M
SCVL
Shoe Carnival Inc

Consumer Cyclical
1.09K
+ 1.21%
$19.57 - $25.89 $21.4K - $28.3K
91.5K $1.9M
MO
Altria Group, Inc.

Consumer Defensive
798
+ 3.93%
$57.75 - $67.68 $46.1K - $54K
21.1K $1.39M
SCHX
Schwab Strategic Tr Us Large C

ETFs
2.82K
+ 5.27%
$24.46 - $26.5 $69K - $74.8K
56.3K $1.48M
PANW
Palo Alto Networks Inc

Technology
781
+ 34.47%
$167.06 - $208.19 $130K - $163K
3.05K $620K
SHOP
Shopify Inc.

Technology
418
+ 15.82%
$112.11 - $157.12 $46.9K - $65.7K
3.06K $454K
DUK
Duke Energy Corp

Utilities
907
+ 16.13%
$116.31 - $125.93 $105K - $114K
6.53K $807K
IWM
Ishares Russell 2000 ETF

ETFs
316
+ 12.68%
$214.92 - $244.84 $67.9K - $77.4K
2.81K $679K
PEAK
Healthpeak Properties, Inc.

Real Estate
7.13K
+ 53.47%
N/A
20.5K $388K
GS
Goldman Sachs Group Inc

Financial Services
120
+ 28.17%
$696.56 - $806.32 $83.6K - $96.8K
546 $434K
AZN
Astrazeneca PLC

Healthcare
1.33K
+ 38.41%
$68.72 - $82.11 $91.2K - $109K
4.78K $366K
DHI
Horton D R Inc

Consumer Cyclical
133
+ 5.31%
$129.82 - $184.04 $17.3K - $24.5K
2.64K $446K
FNDX
Schwab Fundamental U S Large C

ETFs
2.16K
+ 8.3%
$24.38 - $26.34 $52.7K - $56.9K
28.2K $741K
ZS
Zscaler, Inc.

Technology
394
+ 34.11%
$267.68 - $316.5 $105K - $125K
1.55K $464K
CRWD
Crowd Strike Holdings, Inc.

Technology
268
+ 13.86%
$412.46 - $514.1 $111K - $138K
2.2K $1.08M
XLK
Technology Sector Spdr

ETFs
1
+ 0.03%
$250.97 - $282.66 $251 - $283
3K $845K
CI
Cigna Corp

Healthcare
412
+ 47.96%
$262.23 - $334.39 $108K - $138K
1.27K $366K
HII
Huntington Ingalls Industries, Inc.

Industrials
1
+ 0.06%
$246.31 - $287.91 $246 - $288
1.72K $495K
GD
General Dynamics Corp

Industrials
106
+ 12.65%
$293.92 - $341.0 $31.2K - $36.1K
944 $321K
GGN
Gamco Global Gold, Natural Resources & Income Trust

Financial Services
599
+ 0.65%
$4.36 - $5.16 $2.61K - $3.09K
92.2K $475K
SCHA
Schwab Strategic Tr Us Small C

ETFs
1.23K
+ 9.04%
$25.29 - $28.33 $31.1K - $34.8K
14.8K $413K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
1.24K
+ 3.16%
$26.38 - $27.95 $32.7K - $34.6K
40.4K $1.1M
WES
Western Midstream Partners, LP

Energy
1.5K
+ 17.65%
$37.5 - $41.18 $56.3K - $61.8K
10K $392K
BAC
Bank Of America Corp

Financial Services
125
+ 0.96%
$44.92 - $52.42 $5.62K - $6.55K
13.2K $680K
MLPX
Global X Mlp & Energy Infrastr

ETFs
880
+ 20.3%
$59.5 - $62.99 $52.4K - $55.4K
5.22K $327K
C
Citigroup Inc

Financial Services
54
+ 1.94%
$85.57 - $103.49 $4.62K - $5.59K
2.84K $287K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
150
+ 4.13%
$132.9 - $142.03 $19.9K - $21.3K
3.78K $532K
SON
Sonoco Products CO

Consumer Cyclical
1.71K
+ 3.28%
$42.77 - $48.68 $73.2K - $83.3K
53.8K $2.32M
COP
Conocophillips

Energy
9
+ 0.09%
$91.0 - $98.99 $819 - $891
9.51K $899K
TJX
Tjx Companies Inc

Consumer Cyclical
64
+ 3.68%
$121.35 - $144.54 $7.77K - $9.25K
1.81K $260K
PRF
Invesco Exchange Traded Fd Tr

ETFs
525
+ 7.51%
$42.04 - $45.23 $22.1K - $23.7K
7.51K $339K
Activity Summary
Buys All Purchases 98 New Holdings 19 Increased Positions 79 Sells All Sells 154 Reductions 154 Sold out 0 Options Calls 3 Puts 0
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