Sonora Investment Management Group, LLC Reduced Holdings in Q3 2025

Sonora Investment Management Group, LLC

  • $1.34 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
COST
Costco Wholesale Corp

Consumer Defensive
-1.61K
- 4.69%
$915.95 - $994.57 $1.47M - $1.6M
32.7K $30.3M
RSG
Republic Services, Inc.

Industrials
-1.75K
- 1.41%
$225.33 - $246.01 $395K - $432K
123K $28.2M
ACN
Accenture PLC

Technology
-213
- 0.46%
$232.56 - $304.78 $49.5K - $64.9K
45.9K $11.3M
IBM
International Business Machines Corp

Technology
-1.41K
- 1.34%
$234.77 - $292.47 $331K - $412K
104K $29.3M
LYB
Lyondell Basell Industries N.V.

Basic Materials
-4.78K
- 3.0%
$48.34 - $67.22 $231K - $322K
155K $7.59M
HON
Honeywell International Inc

Industrials
-3.41K
- 10.57%
$207.7 - $240.4 $708K - $819K
28.8K $6.07M
AJG
Arthur J. Gallagher & Co.

Financial Services
-969
- 1.04%
$284.17 - $319.49 $275K - $310K
91.9K $28.5M
V
Visa Inc.

Financial Services
-515
- 0.95%
$332.09 - $358.86 $171K - $185K
53.4K $18.2M
ADBE
Adobe Inc.

Technology
-285
- 1.36%
$333.65 - $392.1 $95.1K - $112K
20.7K $7.29M
PG
Procter & Gamble CO

Consumer Defensive
-2.01K
- 2.55%
$150.47 - $161.22 $303K - $325K
76.9K $11.8M
VZ
Verizon Communications Inc

Communication Services
-17K
- 8.62%
$40.84 - $45.06 $696K - $768K
181K $7.94M
KMB
Kimberly Clark Corp

Consumer Defensive
-2.35K
- 3.66%
$121.72 - $136.77 $286K - $321K
61.9K $7.69M
KO
Coca Cola CO

Consumer Defensive
-2.02K
- 2.05%
$65.67 - $71.67 $133K - $145K
96.3K $6.38M
VICI
Vici Properties Inc.

Real Estate
-17.3K
- 4.66%
$31.43 - $33.93 $543K - $586K
354K $11.5M
META
Meta Platforms, Inc.

Communication Services
-537
- 1.27%
$695.21 - $791.73 $373K - $425K
41.9K $30.8M
TXRH
Texas Roadhouse, Inc.

Consumer Cyclical
-596
- 3.27%
$158.24 - $191.13 $94.3K - $114K
17.6K $2.93M
CSCO
Cisco Systems, Inc.

Technology
-1.57K
- 0.44%
$66.2 - $71.79 $104K - $112K
356K $24.4M
EMR
Emerson Electric CO

Industrials
-1.89K
- 2.6%
$128.6 - $149.63 $243K - $283K
70.9K $9.3M
GIS
General Mills Inc

Consumer Defensive
-5.84K
- 7.62%
$48.44 - $53.83 $283K - $314K
70.8K $3.57M
KMI
Kinder Morgan, Inc.

Energy
-3.58K
- 1.58%
$26.23 - $28.5 $94K - $102K
224K $6.34M
IRM
Iron Mountain Inc

Real Estate
-2.25K
- 2.51%
$89.46 - $104.46 $201K - $235K
87.3K $8.89M
PM
Philip Morris International Inc.

Consumer Defensive
-276
- 2.37%
$157.77 - $183.27 $43.5K - $50.6K
11.4K $1.84M
T
At&T Inc.

Communication Services
-4.36K
- 2.17%
$26.94 - $29.62 $117K - $129K
196K $5.55M
AMGN
Amgen Inc

Healthcare
-1.14K
- 4.4%
$271.18 - $309.22 $308K - $351K
24.7K $6.97M
OKE
Oneok Inc

Energy
-966
- 7.75%
$71.36 - $83.47 $68.9K - $80.6K
11.5K $839K
TXN
Texas Instruments Inc

Technology
-800
- 0.85%
N/A
93.7K $18.2M
AMT
American Tower Corp

Real Estate
-105
- 2.33%
$192.32 - $232.35 $20.2K - $24.4K
4.41K $847K
LLY
Eli Lilly & CO

Healthcare
-125
- 3.88%
$625.65 - $812.69 $78.2K - $102K
3.1K $2.36M
VTV
Vanguard Value ETF

ETFs
-849
- 37.2%
$175.51 - $186.57 $149K - $158K
1.43K $267K
IAU
Ishares Gold Trust

ETFs
-3.17K
- 32.72%
$61.62 - $72.77 $196K - $231K
6.53K $474K
BA
Boeing CO

Industrials
-848
- 9.5%
$209.79 - $237.38 $178K - $201K
8.08K $1.74M
EAD
Allspring Income Opportunities Fund

Financial Services
-17.6K
- 57.45%
$6.91 - $7.16 $121K - $126K
13K $91K
UPS
United Parcel Service Inc

Industrials
-153
- 2.55%
$82.58 - $105.54 $12.6K - $16.1K
5.85K $488K
STWD
Starwood Property Trust, Inc.

Real Estate
-4.97K
- 17.72%
$19.37 - $20.97 $96.2K - $104K
23.1K $446K
IVV
Ishares Core S&P 500 ETF

ETFs
-445
- 11.65%
$620.67 - $670.08 $276K - $298K
3.38K $2.26M
BV
Bright View Holdings, Inc.

Industrials
-1.08K
- 3.6%
$13.01 - $16.85 $14.1K - $18.2K
28.9K $387K
DHY
Credit Suisse High Yield Bond Fund

Financial Services
-50K
- 55.56%
$2.08 - $2.15 $104K - $108K
40K $83K
ISRG
Intuitive Surgical Inc

Healthcare
-7
- 0.64%
$433.66 - $544.47 $3.04K - $3.81K
1.09K $485K
PFN
Pimco Income Strategy Fund Ii

Financial Services
-13.4K
- 46.62%
$7.37 - $7.67 $98.5K - $102K
15.3K $116K
PFL
Pimco Income Strategy Fund

Financial Services
-11.2K
- 44.56%
$8.25 - $8.57 $92.2K - $95.7K
13.9K $118K
SBUX
Starbucks Corp

Consumer Cyclical
-89
- 0.8%
$81.9 - $96.86 $7.29K - $8.62K
11.1K $935K
VIG
Vanguard Dividend Appreciation

ETFs
-446
- 9.07%
N/A
4.47K $814K
CIO
City Office Reit, Inc.

Real Estate
-87.5K
- 26.67%
$5.4 - $6.98 $473K - $611K
241K $1.67M
MGM
Mgm Resorts International

Consumer Cyclical
-2.9K
- 3.02%
$34.18 - $39.77 $99K - $115K
93K $3.22M
DOV
Dover Corp

Industrials
-165
- 7.22%
$165.59 - $190.9 $27.3K - $31.5K
2.12K $353K
AB
Alliancebernstein Holding L.P.

Financial Services
-1K
- 11.2%
$37.76 - $42.88 $37.8K - $42.9K
7.93K $302K
ABT
Abbott Laboratories

Healthcare
-258
- 2.96%
$120.51 - $136.62 $31.1K - $35.2K
8.45K $1.13M
SHEL
Shell PLC

Energy
-834
- 10.52%
$69.82 - $73.93 $58.2K - $61.7K
7.1K $507K
PAX
Patria Investments LTD

Financial Services
-4K
- 28.57%
$13.1 - $15.28 $52.4K - $61.1K
10K $146K
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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