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
WMB
Williams Companies, Inc.

Energy
99
+ 1.0%
$46.37 - $59.74 $4.59K - $5.91K
10K $540K
ENB
Enbridge Inc

Energy
1.23K
+ 7.67%
$40.4 - $43.92 $49.9K - $54.2K
17.3K $735K
PANW
Palo Alto Networks Inc

Technology
1.17K
+ 140.48%
$181.96 - $405.9 $212K - $473K
2K $363K
WM
Waste Management Inc

Industrials
689
+ 6.37%
$201.79 - $228.46 $139K - $157K
11.5K $2.32M
ISRG
Intuitive Surgical Inc

Healthcare
85
+ 9.04%
$471.27 - $550.62 $40.1K - $46.8K
1.03K $535K
PEAK
Healthpeak Properties, Inc.

Real Estate
3.9K
+ 27.2%
N/A
18.2K $345K
DUK
Duke Energy Corp

Utilities
873
+ 22.6%
$105.76 - $120.76 $92.3K - $105K
4.74K $510K
TTD
Trade Desk, Inc.

Technology
375
+ 17.51%
$108.7 - $139.51 $40.8K - $52.3K
2.52K $295K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
17K
+ 237.29%
$26.93 - $84.95 $459K - $1.45M
24.2K $661K
ROK
Rockwell Automation, Inc

Industrials
113
+ 11.11%
$264.65 - $302.92 $29.9K - $34.2K
1.13K $322K
SCVL
Shoe Carnival Inc

Consumer Cyclical
13.1K
+ 35.6%
$32.69 - $41.93 $429K - $550K
50K $1.65M
SCHX
Schwab Strategic Tr Us Large C

ETFs
38.5K
+ 199.58%
$22.4 - $68.28 $862K - $2.63M
57.8K $1.34M
AXP
American Express CO

Financial Services
19
+ 2.25%
$267.35 - $305.57 $5.08K - $5.81K
863 $256K
ORCL
Oracle Corp

Technology
4.1K
+ 2.31%
$165.41 - $192.43 $678K - $789K
182K $30.3M
EAF
Graftech International LTD

Industrials
7K
+ 31.78%
$1.36 - $2.26 $9.52K - $15.8K
29K $50K
VOE
Vanguard Mid Cap Value Index F

ETFs
167
+ 12.52%
$160.89 - $176.18 $26.9K - $29.4K
1.5K $242K
SCHA
Schwab Strategic Tr Us Small C

ETFs
7.47K
+ 108.32%
$25.33 - $51.16 $189K - $382K
14.4K $371K
XLE
Energy Sector Spdr

ETFs
212
+ 7.59%
$83.32 - $97.27 $17.7K - $20.6K
3.01K $257K
UPS
United Parcel Service Inc

Industrials
380
+ 10.58%
$122.65 - $138.35 $46.6K - $52.6K
3.97K $500K
VIG
Vanguard Dividend Appreciation

ETFs
64
+ 1.88%
N/A
3.47K $631K
GUT
Gabelli Utility Trust

Financial Services
2.4K
+ 20.01%
$4.99 - $5.44 $12K - $13.1K
14.4K $72K
AKBA
Akebia Therapeutics, Inc.

Healthcare
2K
+ 20.0%
$1.26 - $2.13 $2.52K - $4.26K
12K $22K
QIPT
Quipt Home Medical Corp.

Healthcare
1K
+ 6.67%
$2.36 - $3.07 $2.36K - $3.07K
16K $48K
F
Ford Motor CO

Consumer Cyclical
1.26K
+ 10.26%
$9.69 - $11.4 $12.2K - $14.4K
13.6K $134K
ETN
Eaton Corp PLC

Industrials
8
+ 0.4%
$326.96 - $377.52 $2.62K - $3.02K
1.99K $661K
FITB
Fifth Third Bancorp

Financial Services
848
+ 1.43%
$41.76 - $48.44 $35.4K - $41.1K
59.9K $2.53M
Arm Holdings PLC
4
+ 0.09%
N/A
4.59K $0
NEEPRR
Nextera Energy Inc Corporate U
56K
+ 16.17%
N/A
402K $0
ABT
Abbott Laboratories

Healthcare
63
+ 0.74%
$111.93 - $119.39 $7.05K - $7.52K
8.58K $970K
WEC
Wec Energy Group, Inc.

Utilities
53
+ 1.8%
$92.94 - $101.82 $4.93K - $5.4K
3K $282K
SHEL
Shell PLC

Energy
285
+ 4.3%
$60.63 - $70.23 $17.3K - $20K
6.91K $433K
GE
General Electric CO

Industrials
204
+ 11.24%
$159.95 - $194.23 $32.6K - $39.6K
2.02K $336K
RSP
Invesco S&P 500 Equal Weight E

ETFs
2
+ 0.1%
$174.22 - $187.62 $348 - $375
1.97K $344K
CMCSA
Comcast Corp

Communication Services
670
+ 8.93%
$37.39 - $45.14 $25.1K - $30.2K
8.17K $306K
ICE
Intercontinental Exchange, Inc.

Financial Services
60
+ 4.1%
$148.29 - $166.93 $8.9K - $10K
1.53K $227K
AEP
American Electric Power CO Inc

Utilities
150
+ 6.7%
$90.91 - $102.21 $13.6K - $15.3K
2.39K $220K
PBR
Petrobras Petroleo Brasileiro Sa

Energy
1K
+ 6.22%
$12.61 - $15.33 $12.6K - $15.3K
17.1K $219K
SCHR
Schwab Intermediate Term Us Tr

ETFs
6.02K
+ 98.69%
$24.19 - $50.58 $146K - $304K
12.1K $294K
MUR
Murphy Oil Corp

Energy
23
+ 0.33%
$28.14 - $36.09 $647 - $830
7.01K $212K
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
4
+ 0.02%
$45.17 - $47.23 $181 - $189
18.7K $847K
LOW
Lowes Companies Inc

Consumer Cyclical
54
+ 2.62%
$244.52 - $284.07 $13.2K - $15.3K
2.12K $522K
ABBV
Abb Vie Inc.

Healthcare
696
+ 8.36%
$164.99 - $203.87 $115K - $142K
9.03K $1.6M
SO
Southern CO

Utilities
13
+ 0.18%
$81.5 - $94.15 $1.06K - $1.22K
7.27K $598K
PLD
Prologis, Inc.

Real Estate
44
+ 1.34%
$101.4 - $126.96 $4.46K - $5.59K
3.32K $350K
MDLZ
Mondelez International, Inc.

Consumer Defensive
57
+ 1.19%
$59.25 - $72.99 $3.38K - $4.16K
4.84K $288K
SBUX
Starbucks Corp

Consumer Cyclical
82
+ 0.73%
$87.44 - $102.5 $7.17K - $8.41K
11.3K $1.03M
DEA
Easterly Government Properties, Inc.

Real Estate
2K
+ 4.97%
$10.93 - $14.48 $21.9K - $29K
42.3K $479K
URI
United Rentals, Inc.

Industrials
35
+ 3.48%
$704.44 - $880.32 $24.7K - $30.8K
1.04K $734K
AMD
Advanced Micro Devices Inc

Technology
605
+ 11.9%
$118.88 - $172.8 $71.9K - $105K
5.69K $687K
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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