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 Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

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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