Sonora Investment Management Group, LLC Reduced Holdings in Q1 2025

Sonora Investment Management Group, LLC

  • $1.16 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
-6
- 0.72%
$408.78 - $448.82 $2.45K - $2.69K
827 $347K
XLE
Energy Sector Spdr

ETFs
-251
- 8.35%
$85.7 - $93.96 $21.5K - $23.6K
2.76K $254K
SCHR
Schwab Intermediate Term Us Tr

ETFs
-268
- 2.21%
$24.05 - $24.86 $6.45K - $6.66K
11.8K $293K
OHI
Omega Healthcare Investors Inc

Real Estate
-58
- 0.82%
$35.7 - $38.33 $2.07K - $2.22K
6.98K $265K
Cracker Barrel Old Ctry Stor
-65K
- 2.99%
N/A
2.11M $0
CL
Colgate Palmolive CO

Consumer Defensive
-75
- 2.85%
$85.68 - $97.5 $6.43K - $7.31K
2.55K $239K
Etsy Inc
-86K
- 2.6%
N/A
3.22M $0
Evolent Health Inc
-225K
- 4.66%
N/A
4.6M $0
Microchip Technology Inc.
-25K
- 1.06%
N/A
2.34M $0
Biomarin Pharmaceutical Inc
-120K
- 2.86%
N/A
4.08M $0
Century Alum CO
-15K
- 1.05%
N/A
1.42M $0
Omeros Corp
-15K
- 0.43%
N/A
3.5M $0
Exact Sciences Corp
-135K
- 3.17%
N/A
4.12M $0
Lumentum Hldgs Inc
-50K
- 1.4%
N/A
3.51M $0
Etsy Inc
-70K
- 4.31%
N/A
1.56M $0
Halozyme Therapeutics Inc
-5K
- 0.22%
N/A
2.28M $0
Verint Systems Inc
-170K
- 3.88%
N/A
4.21M $0
Insmed Inc
-15K
- 3.16%
N/A
460K $0
Uber Technologies Inc
-35K
- 4.19%
N/A
800K $0
Halozyme Therapeutics Inc
-55K
- 1.34%
N/A
4.04M $0
Green Plains Inc
-30K
- 1.23%
N/A
2.4M $0
Akamai Technologies Inc
-129K
- 2.8%
N/A
4.48M $0
Vishay Intertechnology Inc
-596K
- 5.14%
N/A
11M $0
Summit Hotel Pptys
-492K
- 3.23%
N/A
14.7M $0
Cheesecake Factory Inc
-4.89M
- 96.74%
N/A
165K $0
AB
Alliancebernstein Holding L.P.

Financial Services
-164
- 1.82%
$35.0 - $40.73 $5.74K - $6.68K
8.85K $338K
PAGS
Pag Seguro Digital Ltd.

Technology
-4.12K
- 15.43%
$6.27 - $8.52 $25.8K - $35.1K
22.6K $172K
SCHW
Schwab Charles Corp

Financial Services
-187
- 3.89%
$71.24 - $83.64 $13.3K - $15.6K
4.62K $361K
GLD
Spdr Gold Trust

ETFs
-438
- 14.6%
$243.19 - $288.14 $107K - $126K
2.56K $738K
MLPX
Global X Mlp & Energy Infrastr

ETFs
-25
- 0.62%
$59.6 - $67.2 $1.49K - $1.68K
4.02K $256K
MA
Mastercard Inc

Financial Services
-29
- 2.1%
$504.67 - $576.31 $14.6K - $16.7K
1.35K $741K
PLD
Prologis, Inc.

Real Estate
-44
- 1.33%
$103.59 - $124.04 $4.56K - $5.46K
3.27K $365K
CINF
Cincinnati Financial Corp

Financial Services
-68
- 1.06%
$133.67 - $147.81 $9.09K - $10.1K
6.36K $939K
DTE
Dte Energy CO

Utilities
-75
- 4.48%
$117.6 - $138.27 $8.82K - $10.4K
1.6K $221K
DVN
Devon Energy Corp

Energy
-350
- 4.87%
$33.15 - $38.55 $11.6K - $13.5K
6.84K $255K
COP
Conocophillips

Energy
-271
- 2.77%
$88.6 - $105.85 $24K - $28.7K
9.5K $997K
CCI
Crown Castle International Corp

Real Estate
-418
- 7.82%
$84.33 - $106.39 $35.2K - $44.5K
4.92K $513K
WY
Weyerhaeuser CO

Real Estate
-983
- 1.9%
$27.29 - $31.39 $26.8K - $30.9K
50.8K $1.49M
MDLZ
Mondelez International, Inc.

Consumer Defensive
-126
- 2.61%
$56.12 - $68.15 $7.07K - $8.59K
4.71K $319K
WEC
Wec Energy Group, Inc.

Utilities
-35
- 1.17%
$92.12 - $108.98 $3.22K - $3.81K
2.97K $323K
MCK
Mckesson Corp

Healthcare
-15
- 2.96%
$566.21 - $672.99 $8.49K - $10.1K
492 $331K
CTAS
Cintas Corp

Industrials
-20
- 0.95%
$182.09 - $208.14 $3.64K - $4.16K
2.08K $428K
AVA
Avista Corp

Utilities
-82
- 0.82%
$35.2 - $41.87 $2.89K - $3.43K
9.92K $415K
WMB
Williams Companies, Inc.

Energy
-125
- 1.25%
$54.02 - $61.09 $6.75K - $7.64K
9.87K $589K
SHEL
Shell PLC

Energy
-196
- 2.84%
$62.84 - $73.29 $12.3K - $14.4K
6.72K $488K
SBUX
Starbucks Corp

Consumer Cyclical
-137
- 1.21%
$91.75 - $115.81 $12.6K - $15.9K
11.2K $1.1M
EXEL
Exelixis, Inc.

Healthcare
-400
- 1.8%
$32.38 - $39.16 $13K - $15.7K
21.8K $803K
KMI
Kinder Morgan, Inc.

Energy
-7.55K
- 2.97%
$26.1 - $31.22 $197K - $236K
247K $7.05M
AMT
American Tower Corp

Real Estate
-278
- 5.14%
$173.46 - $217.6 $48.2K - $60.5K
5.13K $1.12M
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
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