SI

Sonora Investment Management Group, LLC

13F
Sonora Investment Management Group, LLC
Last update 2025-04-15 279 Stocks (18 new)
Value $1.18 Bil Turnover 3 %
Countries:
Top Holdings: AAPL(5.12%)MSFT(4.19%)AJG(2.95%)GOOG(2.77%)COST(2.77%)
Summary Stock Picks Current Portfolio
Sonora Investment Management G... Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
AAPL 		Apple Inc
272,369
60,501.4
-0.33%
5.120
-0.02%
0.000
-13.23%
-18.37%
3,045,713.6
Hardware
MSFT 		Microsoft Corp
131,869
49,502.2
+0.03%
4.190
0%
0.000
+18.73%
+12.03%
3,496,120.0
Software
AJG 		Arthur J. Gallagher & Co
101,118
34,909.9
+0.19%
2.950
+0.01%
0.040
-2.89%
+16.27%
84,180.0
Insurance
GOOG 		Alphabet Inc
209,578
32,742.3
-0.30%
2.770
-0.01%
0.000
+0.52%
-8.04%
2,114,332.8
Interactive Media
COST 		Costco Wholesale Corp
34,599
32,722.7
+0.22%
2.770
+0.01%
0.010
-1.01%
+11.04%
450,102.6
Retail - Defensive
RSG 		Republic Services Inc
126,887
30,727.1
+0.25%
2.600
+0.01%
0.040
+9.54%
+26.41%
79,052.4
Waste Management
JPM 		JPMorgan Chase & Co
114,409
28,064.6
+0.67%
2.370
+0.02%
0.000
+8.45%
+12.11%
738,488.8
Banks
WMT 		Walmart Inc
311,699
27,364.0
-0.01%
2.310
0%
0.000
+3.52%
+8.44%
779,846.4
Retail - Defensive
ORCL 		Oracle Corp
181,503
25,376.0
-0.04%
2.150
0%
0.010
+15.70%
+5.06%
487,992.8
Software
QCOM 		Qualcomm Inc
156,959
24,110.5
-1.72%
2.040
-0.03%
0.010
-3.78%
-1.74%
163,865.5
Semiconductors

Sonora Investment Management Group, LLC's Historical Top Holdings Breakdowns

Sonora Investment Management Group, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
IBM 		International Business Machines Corp2025-03-31Sold Out
-1.94%
●
217.4 ($244.61) 264.74
$268.87
9.92%
Sold Out
0
-106,946
CRM 		Salesforce Inc2025-03-31Add
+0.19%
●
268.36 ($311.03) 359.95
$274.51
-11.74%
Add 35.98%
30,694
8,121
INTC 		Intel Corp2025-03-31Sold Out
-0.16%
●
19.1 ($21.88) 27.39
$20.06
-8.32%
Sold Out
0
-96,026
EVRG 		Evergy Inc2025-03-31Add
+0.13%
●
59.9 ($65.44) 69.52
$65.24
-0.31%
Add 11.19%
222,646
22,415
NEEpR 		NextEra Energy Inc2025-03-31Add
+0.12%
●
38.77 ($40.8) 43.22
$41.22
1.03%
Add 8.91%
437,977
35,842
SCVL 		Shoe Carnival Inc2025-03-31Add
+0.11%
●
21.24 ($25.3) 32.31
$19.59
-22.57%
Add 114.91%
107,358
57,402
PFE 		Pfizer Inc2025-03-31Add
+0.10%
●
25.01 ($26.17) 27.13
$23.35
-10.78%
Add 13.4%
406,837
48,089
WPC 		W.P. Carey Inc2025-03-31Add
+0.10%
●
53.5 ($59.19) 65.05
$62.57
5.71%
Add 12.3%
178,005
19,493
MCD 		McDonald's Corp2025-03-31Add
+0.08%
●
279.74 ($299.1) 321.29
$307.36
2.76%
Add 6.38%
48,785
2,924
CAT 		Caterpillar Inc2025-03-31Add
+0.07%
●
326.75 ($356.21) 407.63
$353.35
-0.80%
Add 16.8%
18,451
2,654

Sonora Investment Management Group, LLC Total Holding History ($B)

To

Sonora Investment Management Group, LLC's Asset Allocation

To

Sonora Investment Management Group, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Sonora Investment Management Group, LLC's Hypothetical Growth since 2025-03-31

Sonora Investment Management Group, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Sonora Investment Management Group, LLC's Holdings Heat Map

Size field:

Sonora Investment Management Group, LLC's Holdings Bubble Chart

Sonora Investment Management Group, LLC News

  • 1

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