Sonora Investment Management Group, LLC Portfolio Holdings

Sonora Investment Management Group, LLC

  • $1.19 Billion
  • Q4 2024

Sonora Investment Management Group, LLC has filed its 13F form on January 23, 2025 for Q4 2024 where it was disclosed a total value porftolio of $1.19 Billion distributed in 298 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $68.4M, Microsoft Corp with a value of $55.6M, Alphabet Inc. with a value of $40M, Costco Wholesale Corp with a value of $31.6M, and Oracle Corp with a value of $30.3M.

Examining the 13F form we can see an increase of $16.7M in the current position value, from $1.18B to 1.19B.

Sonora Investment Management Group, LLC is based out at Tucson, AZ

Below you can find more details about Sonora Investment Management Group, LLC portfolio as well as his latest detailed transactions.

Portfolio value $1.19 Billion
Technology: $350 Million
Financial Services: $154 Million
Industrials: $125 Million
Consumer Defensive: $112 Million
Communication Services: $96.6 Million
Healthcare: $94.8 Million
Consumer Cyclical: $79.4 Million
Energy: $59.7 Million
Other: $123 Million

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$4.03 Million 0.34% of portfolio
81,479
Q4 2024 Added 26.54%
$0
$3.82 Million 0.32% of portfolio
6,518
Q4 2024 Reduced 2.92%
$0
$2.81 Million 0.24% of portfolio
4,771
Q4 2024 Reduced 1.55%
$0
$2.69 Million 0.23% of portfolio
5,001
Q4 2024 Added 25.15%
$0
$2.61 Million 0.22% of portfolio
5,108
Q4 2024 Added 18.85%
$0
$1.34 Million 0.11% of portfolio
57,777
Q4 2024 Added 199.58%
$0
$1.17 Million 0.1% of portfolio
2,846
Q4 2024 Reduced 1.76%
$0
$855,000 0.07% of portfolio
3,680
Q4 2024 Added 9.88%
$0
$847,000 0.07% of portfolio
18,692
Q4 2024 Added 0.02%
$0
$661,000 0.06% of portfolio
24,224
Q4 2024 Added 237.29%
$88.2B
$726,000 0.06% of portfolio
3,001
Q4 2024 Reduced 8.39%
$0
$631,000 0.05% of portfolio
3,468
Q4 2024 Added 1.88%
$0
$581,000 0.05% of portfolio
2,008
Q4 2024 Reduced 2.38%
$0
$609,000 0.05% of portfolio
25,754
Q4 2024 Added 265.05%
$0
$538,000 0.05% of portfolio
2,439
Q4 2024 Reduced 0.04%
$44.4B
$477,000 0.04% of portfolio
9,643
Q3 2024 Added 28.3%
$0
$444,000 0.04% of portfolio
9,286
Q4 2024 Added 94.92%
$0
$315,000 0.03% of portfolio
508
Q3 2024 Added 9.01%
$0
$354,000 0.03% of portfolio
833
Q4 2024 Reduced 1.3%
$0
$368,000 0.03% of portfolio
2,810
Q2 2023 Added 11.07%
$0
$380,000 0.03% of portfolio
7,876
Q4 2024 Added 6.35%
$0
$344,000 0.03% of portfolio
1,966
Q4 2024 Added 0.1%
$0
$403,000 0.03% of portfolio
6,483
Q3 2024 Added 90.79%
$0
$337,000 0.03% of portfolio
1,897
Q4 2024 Reduced 6.6%
$0
$371,000 0.03% of portfolio
14,368
Q4 2024 Added 108.32%
$0
$316,000 0.03% of portfolio
788
Q3 2024 New
$0
$218,000 0.02% of portfolio
2,197
Q3 2024 Reduced 25.45%
$0
$257,000 0.02% of portfolio
3,006
Q4 2024 Added 7.59%
$0
$206,000 0.02% of portfolio
1,221
Q4 2024 New
$0
$242,000 0.02% of portfolio
1,501
Q4 2024 Added 12.52%
$0
$269,000 0.02% of portfolio
9,086
Q4 2024 New
$0
$294,000 0.02% of portfolio
12,114
Q4 2024 Added 98.69%
$14.6B
$279,000 0.02% of portfolio
10,600
Q3 2024 Added 1.92%
$0
$281,000 0.02% of portfolio
6,980
Q3 2024 New
$0
$244,000 0.02% of portfolio
4,040
Q4 2024 New

Summary

  • Portfolio
  • No. of Stocks 298
  • Current Value $1.19 Billion
  • Prior Value $1.18 Billion
  • Filing
  • Period Q4 2024
  • Filing Date January 23, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 27 stocks
  • Additional Purchases 118 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 110 stocks
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