Sonoma Private Wealth LLC Purchases in Q3 2024

Sonoma Private Wealth LLC

  • $64.2 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
ADP
Automatic Data Processing Inc

Industrials
1.69K
New
$233.44 - $279.45 $394K - $472K
1.69K $467M
CI
Cigna Corp

Healthcare
1.31K
New
$319.12 - $367.1 $419K - $482K
1.31K $455M
HPQ
Hp Inc

Technology
12.6K
New
$32.02 - $38.11 $403K - $480K
12.6K $452M
NULV
Nuveen Esg Large Cap Value ETF

ETFs
7.3K
New
$37.61 - $41.72 $275K - $305K
7.3K $305M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
2.37K
+ 99.12%
$105.53 - $118.34 $251K - $281K
4.77K $558M
LMT
Lockheed Martin Corp

Industrials
412
New
$460.3 - $584.56 $190K - $241K
412 $241M
TLTD
Flexshares Morningstar Dev Mkt

ETFs
2.79K
New
$67.66 - $75.54 $189K - $211K
2.79K $209M
PRU
Prudential Financial Inc

Financial Services
1.66K
New
$105.53 - $127.32 $175K - $211K
1.66K $201M
ABBV
Abb Vie Inc.

Healthcare
339
+ 9.78%
$163.84 - $199.33 $55.5K - $67.6K
3.81K $752M
SMI
Vaneck Vectors ETF Tr

ETFs
2.35K
+ 27.45%
$45.9 - $46.94 $108K - $110K
10.9K $510M
PH
Parker Hannifin Corp

Industrials
19
+ 2.93%
$501.01 - $635.92 $9.52K - $12.1K
667 $421M
QUAL
Ishares Msci Usa Quality Facto

ETFs
307
+ 6.96%
$162.64 - $179.3 $49.9K - $55K
4.72K $846M
FIS
Fidelity National Information Services, Inc.

Technology
469
+ 8.18%
$72.8 - $85.04 $34.1K - $39.9K
6.21K $520M
SCHR
Schwab Intermediate Term Us Tr

ETFs
1.36K
+ 14.38%
$48.4 - $50.91 $65.6K - $69K
10.8K $545M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
1.17K
+ 10.47%
$45.2 - $47.87 $52.8K - $56K
12.3K $586M
AKAM
Akamai Technologies Inc

Technology
162
+ 3.17%
N/A
5.27K $532M
XLV
Select Sector Spdr Fund Health

ETFs
178
+ 3.37%
$143.3 - $157.24 $25.5K - $28K
5.47K $842M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
500
+ 14.88%
$77.02 - $85.06 $38.5K - $42.5K
3.86K $326M
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
46
+ 0.36%
$66.31 - $74.08 $3.05K - $3.41K
12.6K $929M
VPL
Vanguard Ftse Pacific ETF Ftse

ETFs
130
+ 1.12%
$69.61 - $79.56 $9.05K - $10.3K
11.7K $916M
DMCY
Advisors Inner Circle Fd Iii D

ETFs
1.05K
+ 6.69%
$24.48 - $27.64 $25.6K - $28.9K
16.7K $453M
GE
General Electric CO

Industrials
1
+ 0.06%
$156.66 - $189.66 $157 - $190
1.78K $335M
SCHX
Schwab Strategic Tr Us Large C

ETFs
500
+ 10.07%
$61.11 - $67.85 $30.6K - $33.9K
5.46K $371M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
463
+ 5.99%
$100.3 - $100.74 $46.4K - $46.6K
8.19K $825M
CTAS
Cintas Corp

Industrials
1.61K
+ 278.34%
$201.38 - $819.83 $323K - $1.32M
2.18K $449M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
242
+ 2.97%
$41.9 - $48.26 $10.1K - $11.7K
8.39K $402M
MGV
Vanguard Mega Cap Value

ETFs
126
+ 4.66%
$118.0 - $128.28 $14.9K - $16.2K
2.83K $363M
EWJ
Ishares Msci Japan ETF

ETFs
297
+ 5.87%
$63.12 - $72.99 $18.7K - $21.7K
5.36K $383M
BOTZ
Global X Fds

ETFs
646
+ 5.94%
$27.68 - $32.27 $17.9K - $20.8K
11.5K $370M
INDA
Ishares Msci India Index Fund

ETFs
181
+ 2.3%
$54.86 - $59.22 $9.93K - $10.7K
8.06K $472M
V
Visa Inc.

Financial Services
2
+ 0.08%
$253.74 - $291.56 $507 - $583
2.43K $667M
CEF
Sprott Physical Gold & Silver Trust

Financial Services
263
+ 2.79%
$21.72 - $25.05 $5.71K - $6.59K
9.7K $237M
JPM
Jpmorgan Chase & CO

Financial Services
70
+ 4.55%
$194.9 - $224.8 $13.6K - $15.7K
1.61K $339M
QQQ
Invesco Qqq Trust, Series 1

ETFs
39
+ 8.61%
$434.77 - $502.96 $17K - $19.6K
492 $240M
SCHO
Schwab Short Term Us Treasury

ETFs
329
+ 6.11%
$47.93 - $49.06 $15.8K - $16.1K
5.71K $280M
NVDA
Nvidia Corp

Technology
500
+ 2.35%
$98.91 - $134.91 $49.5K - $67.5K
21.8K $2.65B
TEF
Telefonica S A

Communication Services
375
+ 3.67%
$4.18 - $4.9 $1.57K - $1.84K
10.6K $51.5M
EWT
Ishares Inc Msci Taiwan ETF

ETFs
198
+ 2.85%
$47.78 - $56.88 $9.46K - $11.3K
7.16K $385M
DBC
Invesco Db Commodity Index Tracking Fund

ETFs
640
+ 4.52%
$21.02 - $23.78 $13.5K - $15.2K
14.8K $330M
AMZN
Amazon Com Inc

Consumer Cyclical
66
+ 1.27%
$161.02 - $200.0 $10.6K - $13.2K
5.26K $980M
MRK
Merck & Co., Inc.

Healthcare
128
+ 1.57%
$111.15 - $128.97 $14.2K - $16.5K
8.27K $939M
MSFT
Microsoft Corp

Technology
39
+ 0.61%
$395.15 - $467.56 $15.4K - $18.2K
6.43K $2.77B
AMAT
Applied Materials Inc

Technology
38
+ 0.77%
$174.88 - $254.97 $6.65K - $9.69K
4.95K $1B
Activity Summary
Buys All Purchases 44 New Holdings 7 Increased Positions 37 Sells All Sells 38 Reductions 38 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Sonoma Private Wealth LLC Portfolio

Follow Sonoma Private Wealth LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Sonoma Private Wealth LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sonoma Private Wealth LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email