Sonora Investment Management Group, LLC Incresed Positions in Q2 2025

Sonora Investment Management Group, LLC

  • $1.27 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
NOW
Service Now, Inc.

Technology
39
+ 8.09%
$721.65 - $1040.18 $28.1K - $40.6K
521 $535K
SCHX
Schwab Strategic Tr Us Large C

ETFs
347
+ 0.65%
$19.6 - $24.44 $6.8K - $8.48K
53.5K $1.31M
NKE
Nike, Inc.

Consumer Cyclical
90
+ 0.53%
$53.27 - $72.04 $4.79K - $6.48K
17.2K $1.22M
SYK
Stryker Corp

Healthcare
12
+ 0.22%
$337.37 - $395.63 $4.05K - $4.75K
5.54K $2.19M
WES
Western Midstream Partners, LP

Energy
3.5K
+ 70.0%
$34.99 - $41.61 $122K - $146K
8.5K $328K
BV
Bright View Holdings, Inc.

Industrials
500
+ 1.69%
$12.2 - $16.94 $6.1K - $8.47K
30K $499K
WFC
Wells Fargo & Company

Financial Services
1.02K
+ 21.64%
$60.98 - $80.12 $62K - $81.5K
5.72K $457K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
669
+ 22.61%
$114.78 - $133.31 $76.8K - $89.2K
3.63K $483K
PANW
Palo Alto Networks Inc

Technology
98
+ 4.52%
$152.44 - $204.64 $14.9K - $20.1K
2.27K $463K
MLPA
Global X Mlp ETF

ETFs
8.05K
+ 8.35%
$46.47 - $54.16 $374K - $436K
104K $5.24M
ABT
Abbott Laboratories

Healthcare
401
+ 4.83%
$123.95 - $138.08 $49.7K - $55.4K
8.71K $1.18M
SCHR
Schwab Intermediate Term Us Tr

ETFs
2.94K
+ 24.84%
$24.54 - $25.07 $72.2K - $73.8K
14.8K $370K
SHOP
Shopify Inc.

Technology
195
+ 7.97%
$76.89 - $115.35 $15K - $22.5K
2.64K $304K
SHEL
Shell PLC

Energy
1.21K
+ 18.06%
$59.75 - $73.05 $72.5K - $88.6K
7.93K $558K
ISRG
Intuitive Surgical Inc

Healthcare
31
+ 2.92%
$451.58 - $565.94 $14K - $17.5K
1.09K $593K
KO
Coca Cola CO

Consumer Defensive
2.09K
+ 2.17%
$68.37 - $73.9 $143K - $154K
98.3K $6.95M
SCHW
Schwab Charles Corp

Financial Services
13
+ 0.28%
$69.06 - $91.24 $898 - $1.19K
4.64K $422K
CTAS
Cintas Corp

Industrials
100
+ 4.8%
$190.11 - $227.66 $19K - $22.8K
2.18K $486K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
3.52K
+ 9.86%
$24.32 - $27.87 $85.5K - $98K
39.2K $1.04M
GLD
Spdr Gold Trust

ETFs
25
+ 0.98%
$273.71 - $316.29 $6.84K - $7.91K
2.59K $788K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
46
+ 0.28%
$19.1 - $23.83 $879 - $1.1K
16.6K $395K
WMB
Williams Companies, Inc.

Energy
163
+ 1.65%
$54.33 - $62.87 $8.86K - $10.2K
10K $630K
ADI
Analog Devices Inc

Technology
10
+ 0.98%
$164.6 - $238.02 $1.65K - $2.38K
1.03K $245K
AEP
American Electric Power CO Inc

Utilities
503
+ 19.38%
$98.59 - $109.11 $49.6K - $54.9K
3.1K $321K
MMM
3 M CO

Industrials
177
+ 8.48%
$126.09 - $154.15 $22.3K - $27.3K
2.26K $344K
IAU
Ishares Gold Trust

ETFs
55
+ 0.57%
$56.1 - $64.74 $3.09K - $3.56K
9.7K $604K
GD
General Dynamics Corp

Industrials
57
+ 7.3%
$247.68 - $291.66 $14.1K - $16.6K
838 $244K
AZN
Astrazeneca PLC

Healthcare
585
+ 20.38%
$64.87 - $75.0 $37.9K - $43.9K
3.46K $241K
MO
Altria Group, Inc.

Consumer Defensive
938
+ 4.84%
$55.56 - $60.91 $52.1K - $57.1K
20.3K $1.19M
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
MDLZ
Mondelez International, Inc.

Consumer Defensive
179
+ 3.8%
$63.54 - $68.5 $11.4K - $12.3K
4.89K $329K
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
Lam Research Corp
52
+ 1.24%
N/A
4.24K $0
Oaktree Specialty Lending CO
2.4K
+ 15.29%
N/A
18.1K $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
LLY
Eli Lilly & CO

Healthcare
170
+ 5.57%
$713.71 - $898.95 $121K - $153K
3.22K $2.51M
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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