Sonora Investment Management Group, LLC Incresed Positions in Q1 2025

Sonora Investment Management Group, LLC

  • $1.16 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
AJG
Arthur J. Gallagher & Co.

Financial Services
193
+ 0.19%
$275.89 - $345.24 $53.2K - $66.6K
101K $34.9M
RSG
Republic Services, Inc.

Industrials
313
+ 0.25%
$200.09 - $242.16 $62.6K - $75.8K
127K $30.7M
EVRG
Evergy, Inc.

Utilities
22.4K
+ 11.19%
$59.9 - $69.52 $1.34M - $1.56M
223K $15.4M
JNJ
Johnson & Johnson

Healthcare
2.67K
+ 2.53%
$142.06 - $167.7 $379K - $447K
108K $17.9M
WPC
W. P. Carey Inc.

Real Estate
19.5K
+ 12.3%
$53.5 - $65.05 $1.04M - $1.27M
178K $11.2M
CVX
Chevron Corp

Energy
4.26K
+ 5.12%
$146.71 - $167.97 $625K - $715K
87.4K $14.6M
V
Visa Inc.

Financial Services
1.93K
+ 3.72%
$306.92 - $362.71 $591K - $699K
53.8K $18.8M
VLO
Valero Energy Corp

Energy
4.55K
+ 2.81%
$121.76 - $142.99 $554K - $650K
166K $22M
MDT
Medtronic PLC

Healthcare
8.07K
+ 6.28%
$79.84 - $94.5 $645K - $763K
137K $12.3M
MCD
Mcdonalds Corp

Consumer Cyclical
2.92K
+ 6.38%
$279.74 - $321.29 $818K - $939K
48.8K $15.2M
PAYX
Paychex Inc

Industrials
2.62K
+ 2.82%
$136.06 - $154.52 $356K - $404K
95.5K $14.7M
VICI
Vici Properties Inc.

Real Estate
7.97K
+ 2.18%
$28.21 - $32.68 $225K - $260K
373K $12.2M
CSCO
Cisco Systems, Inc.

Technology
6.5K
+ 1.88%
$58.74 - $64.87 $382K - $422K
352K $21.7M
VZ
Verizon Communications Inc

Communication Services
2.72K
+ 1.38%
$37.81 - $46.49 $103K - $127K
200K $9.08M
MLPA
Global X Mlp ETF

ETFs
14.9K
+ 18.31%
$49.83 - $54.53 $743K - $814K
96.4K $5.15M
COST
Costco Wholesale Corp

Consumer Defensive
76
+ 0.22%
$890.62 - $1076.86 $67.7K - $81.8K
34.6K $32.7M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
317
+ 3.25%
$442.66 - $534.52 $140K - $169K
10.1K $5.28M
JPM
Jpmorgan Chase & CO

Financial Services
763
+ 0.67%
$225.19 - $279.95 $172K - $214K
114K $28.1M
PFE
Pfizer Inc

Healthcare
48.1K
+ 13.4%
$25.01 - $27.13 $1.2M - $1.3M
407K $10.3M
UNP
Union Pacific Corp

Industrials
751
+ 1.1%
$225.21 - $254.42 $169K - $191K
69K $16.3M
UNH
Unitedhealth Group Inc

Healthcare
563
+ 2.39%
$461.52 - $548.18 $260K - $309K
24.1K $12.6M
SCVL
Shoe Carnival Inc

Consumer Cyclical
57.4K
+ 114.91%
$21.24 - $32.31 $1.22M - $1.85M
107K $2.36M
CRM
Salesforce, Inc.

Technology
8.12K
+ 35.98%
$268.36 - $359.95 $2.18M - $2.92M
30.7K $8.24M
PM
Philip Morris International Inc.

Consumer Defensive
68
+ 0.61%
$117.15 - $158.79 $7.97K - $10.8K
11.2K $1.78M
EPD
Enterprise Products Partners L.P.

Energy
6.81K
+ 10.24%
$31.75 - $34.14 $216K - $233K
73.4K $2.5M
CAT
Caterpillar Inc

Industrials
2.65K
+ 16.8%
$326.75 - $407.63 $867K - $1.08M
18.5K $6.09M
VIG
Vanguard Dividend Appreciation

ETFs
1.84K
+ 53.17%
N/A
5.31K $967K
ABBV
Abb Vie Inc.

Healthcare
214
+ 2.37%
$169.2 - $216.66 $36.2K - $46.4K
9.24K $1.94M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
11.4K
+ 47.15%
$27.01 - $28.54 $308K - $326K
35.6K $983K
TXN
Texas Instruments Inc

Technology
1.55K
+ 1.71%
N/A
92.5K $18M
PNW
Pinnacle West Capital Corp

Utilities
287
+ 1.21%
$81.76 - $95.25 $23.5K - $27.3K
24.1K $2.29M
LLY
Eli Lilly & CO

Healthcare
127
+ 4.34%
$725.72 - $929.72 $92.2K - $118K
3.05K $2.52M
CVS
Cvs Health Corp

Healthcare
1.95K
+ 36.9%
$44.22 - $68.64 $86.2K - $134K
7.23K $490K
QQQ
Invesco Qqq Trust, Series 1

ETFs
943
+ 18.46%
$468.34 - $539.52 $442K - $509K
6.05K $2.84M
MO
Altria Group, Inc.

Consumer Defensive
1.16K
+ 6.34%
$50.81 - $60.02 $58.7K - $69.3K
19.4K $1.16M
NFLX
Netflix Inc

Communication Services
155
+ 21.38%
$828.4 - $1058.6 $128K - $164K
880 $820K
AXP
American Express CO

Financial Services
613
+ 71.03%
$255.39 - $325.87 $157K - $200K
1.48K $397K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
1.27K
+ 24.6%
$95.85 - $99.25 $122K - $126K
6.42K $634K
VTI
Vanguard Total Stock Market Et

ETFs
607
+ 30.23%
$271.18 - $303.12 $165K - $184K
2.62K $715K
GILD
Gilead Sciences, Inc.

Healthcare
351
+ 7.31%
$89.14 - $117.41 $31.3K - $41.2K
5.15K $577K
DUK
Duke Energy Corp

Utilities
531
+ 11.21%
$105.87 - $121.97 $56.2K - $64.8K
5.27K $642K
UPS
United Parcel Service Inc

Industrials
1.78K
+ 44.85%
$109.66 - $136.26 $195K - $243K
5.75K $632K
HII
Huntington Ingalls Industries, Inc.

Industrials
525
+ 47.99%
$159.75 - $208.61 $83.9K - $110K
1.62K $330K
MPLX
Mplx LP

Energy
1.5K
+ 22.93%
$47.88 - $54.65 $71.8K - $82K
8.04K $430K
PLTR
Palantir Technologies Inc.

Technology
543
+ 7.2%
$64.98 - $124.62 $35.3K - $67.7K
8.09K $682K
KYN
Kayne Anderson Energy Infrastructure Fund, Inc.

Financial Services
8K
+ 17.31%
$11.96 - $13.56 $95.7K - $108K
54.2K $695K
BXSL
Blackstone Secured Lending Fund

Financial Services
3.18K
+ 7.09%
$31.3 - $34.5 $99.6K - $110K
48K $1.55M
SO
Southern CO

Utilities
368
+ 5.06%
$80.96 - $92.96 $29.8K - $34.2K
7.64K $702K
SPY
Spdr S&P 500 ETF Trust

ETFs
466
+ 7.15%
$551.42 - $612.93 $257K - $286K
6.98K $3.91M
Activity Summary
Buys All Purchases 137 New Holdings 18 Increased Positions 119 Sells All Sells 114 Reductions 114 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Sonora Investment Management Group, LLC Portfolio

Follow Sonora Investment Management Group, 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 Sonora Investment Management Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sonora Investment Management Group, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email