Sonora Investment Management Group, LLC Incresed Positions in Q4 2024

Sonora Investment Management Group, LLC

  • $1.19 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
AVGO
Broadcom Inc.

Technology
671
+ 0.55%
$159.67 - $250.0 $107K - $168K
123K $28.4M
GOOG
Alphabet Inc.

Communication Services
1.85K
+ 0.89%
$163.08 - $198.16 $302K - $367K
210K $40M
CAT
Caterpillar Inc

Industrials
13.2K
+ 498.6%
$360.37 - $416.88 $4.74M - $5.49M
15.8K $5.73M
AMZN
Amazon Com Inc

Consumer Cyclical
3K
+ 2.7%
$180.88 - $232.93 $542K - $698K
114K $25M
JPM
Jpmorgan Chase & CO

Financial Services
1.48K
+ 1.32%
$205.18 - $250.29 $304K - $370K
114K $27.2M
WMT
Walmart Inc.

Consumer Defensive
1.33K
+ 0.43%
$79.1 - $95.7 $105K - $127K
312K $28.2M
BX
Blackstone Inc.

Financial Services
740
+ 0.54%
$148.45 - $199.05 $110K - $147K
139K $23.9M
AJG
Arthur J. Gallagher & Co.

Financial Services
8.94K
+ 9.72%
$278.49 - $315.16 $2.49M - $2.82M
101K $28.6M
CSCO
Cisco Systems, Inc.

Technology
12.9K
+ 3.87%
$52.45 - $60.02 $675K - $773K
345K $20.5M
V
Visa Inc.

Financial Services
648
+ 1.27%
$273.87 - $320.91 $177K - $208K
51.8K $16.4M
KMI
Kinder Morgan, Inc.

Energy
10.5K
+ 4.3%
$22.59 - $28.54 $237K - $299K
255K $6.98M
DIS
Walt Disney CO

Communication Services
1.85K
+ 2.21%
$92.39 - $117.6 $171K - $218K
85.7K $9.54M
NVDA
Nvidia Corp

Technology
450
+ 0.41%
$117.0 - $148.88 $52.7K - $67K
110K $14.8M
EMR
Emerson Electric CO

Industrials
2.9K
+ 3.84%
$108.13 - $134.33 $313K - $389K
78.4K $9.71M
RPM
Rpm International Inc

Basic Materials
8.1K
+ 16.18%
$120.09 - $140.26 $972K - $1.14M
58.1K $7.15M
META
Meta Platforms, Inc.

Communication Services
537
+ 1.33%
$554.08 - $632.68 $298K - $340K
40.8K $24.1M
MLPA
Global X Mlp ETF

ETFs
17.1K
+ 26.54%
$47.44 - $52.61 $811K - $899K
81.5K $4.03M
PNC
Pnc Financial Services Group, Inc.

Financial Services
1.4K
+ 1.87%
$178.39 - $215.0 $250K - $301K
76.3K $14.7M
PAYX
Paychex Inc

Industrials
2.32K
+ 2.56%
$135.86 - $148.73 $315K - $345K
92.9K $13M
CVX
Chevron Corp

Energy
6.15K
+ 7.99%
$141.15 - $162.53 $869K - $1M
83.1K $12M
ENVX
Enovix Corp

Industrials
25.3K
+ 10.08%
$8.03 - $12.81 $203K - $324K
276K $3M
IBM
International Business Machines Corp

Technology
3.53K
+ 3.41%
$204.9 - $238.04 $724K - $841K
107K $23.5M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
1.01K
+ 25.15%
$521.84 - $558.82 $524K - $562K
5K $2.69M
QQQ
Invesco Qqq Trust, Series 1

ETFs
810
+ 18.85%
$481.22 - $538.17 $390K - $436K
5.11K $2.61M
EVRG
Evergy, Inc.

Utilities
9.3K
+ 4.87%
$59.06 - $65.0 $549K - $604K
200K $12.3M
MAC
Macerich CO

Real Estate
3.06K
+ 1.39%
$17.44 - $22.11 $53.3K - $67.6K
223K $4.44M
TFC
Truist Financial Corp

Financial Services
4.97K
+ 1.5%
$41.51 - $48.1 $206K - $239K
335K $14.5M
NEE
Nextera Energy Inc

Utilities
6.82K
+ 75.63%
$69.77 - $85.43 $476K - $583K
15.8K $1.14M
EPD
Enterprise Products Partners L.P.

Energy
7.55K
+ 12.8%
$28.66 - $34.43 $216K - $260K
66.6K $2.09M
OKE
Oneok Inc

Energy
2.63K
+ 25.24%
$92.28 - $117.05 $243K - $308K
13.1K $1.31M
PLTR
Palantir Technologies Inc.

Technology
1.84K
+ 32.31%
$36.46 - $82.38 $67.2K - $152K
7.54K $570K
WY
Weyerhaeuser CO

Real Estate
18.7K
+ 56.51%
$27.21 - $33.7 $509K - $630K
51.8K $1.46M
RSG
Republic Services, Inc.

Industrials
1.4K
+ 1.12%
$198.0 - $218.75 $277K - $306K
127K $25.5M
COP
Conocophillips

Energy
3.65K
+ 59.6%
$95.12 - $114.72 $347K - $419K
9.77K $968K
ACN
Accenture PLC

Technology
987
+ 2.66%
$343.9 - $376.86 $339K - $372K
38.1K $13.4M
LNG
Cheniere Energy, Inc.

Energy
1K
+ 58.48%
$181.07 - $225.92 $181K - $226K
2.71K $582K
TXN
Texas Instruments Inc

Technology
1.27K
+ 1.42%
N/A
90.9K $17.7M
BXSL
Blackstone Secured Lending Fund

Financial Services
3.49K
+ 8.44%
$29.25 - $33.27 $102K - $116K
44.8K $1.45M
PNW
Pinnacle West Capital Corp

Utilities
3.53K
+ 17.45%
$84.03 - $94.52 $297K - $334K
23.8K $2.02M
VEA
Vanguard Ftse Developed Market

ETFs
4.52K
+ 94.92%
$47.57 - $52.44 $215K - $237K
9.29K $444K
CRWD
Crowd Strike Holdings, Inc.

Technology
265
+ 17.79%
$275.15 - $388.2 $72.9K - $103K
1.76K $600K
PSX
Phillips 66

Energy
4.84K
+ 22.69%
$110.35 - $138.93 $535K - $673K
26.2K $2.98M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
509
+ 5.51%
$442.29 - $483.08 $225K - $246K
9.75K $4.42M
NFLX
Netflix Inc

Communication Services
8
+ 1.12%
$687.65 - $936.56 $5.5K - $7.49K
725 $646K
NOW
Service Now, Inc.

Technology
60
+ 15.92%
$867.18 - $1148.42 $52K - $68.9K
437 $463K
CSX
Csx Corp

Industrials
5.75K
+ 20.79%
$31.58 - $36.88 $182K - $212K
33.4K $1.08M
SHOP
Shopify Inc.

Technology
229
+ 7.35%
$78.14 - $119.49 $17.9K - $27.4K
3.35K $355K
FNDX
Schwab Fundamental U S Large C

ETFs
18.7K
+ 265.05%
$23.49 - $71.77 $439K - $1.34M
25.8K $609K
XLK
Technology Sector Spdr

ETFs
331
+ 9.88%
$220.26 - $241.44 $72.9K - $79.9K
3.68K $855K
Activity Summary
Buys All Purchases 145 New Holdings 27 Increased Positions 118 Sells All Sells 110 Reductions 110 Sold out 0 Options Calls 0 Puts 0
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