Sonora Investment Management Group, LLC
Sonora Investment Management Group, LLC is a registered investment adviser based in Tucson, Arizona, United States. Founded in 2011, the firm provides investment management services primarily to individual clients, including both high-net-worth and non-high-net-worth individuals. With a team of approximately 15-17 employees, Sonora manages nearly $2 billion in assets. The firm serves clients seeking disciplined, long-term investment solutions and is committed to personalized advisory services.
Investment Strategy
Sonora Investment Management Group, LLC employs a disciplined, long-term investment approach, focusing on building diversified portfolios predominantly of high-quality equities. Their investment philosophy centers on fundamental research and individual security selection, striving to enhance returns while managing risk. Client portfolios are customized according to individual goals and risk tolerances, primarily serving private clients in both high-net-worth and retail segments. Holdings are typically concentrated in established large-cap companies, with flexibility to adjust asset allocation in response to market opportunities.
Top Holdings
Equity Positions (282)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
M MSFT | MICROSOFT CORP | 4.76% | $67.3M | 129,887 | $330.68 | $517.95 | +$998.3K |
A AAPL | APPLE INC | 4.70% | $66.3M | 260,565 | $174.38 | $254.63 | +$11.4M |
O ORCL | ORACLE CORP | 3.63% | $51.2M | 182,166 | $91.56 | $281.24 | +$10.7M |
G GOOG | ALPHABET INC | 3.55% | $50.2M | 206,009 | $93.98 | $243.55 | +$13.0M |
A AVGO | BROADCOM INC | 2.91% | $41.1M | 124,552 | $67.67 | $329.91 | +$6.2M |
Options Positions (3)
| Ticker | Security | Action | Type | Notional Value | Contracts | Underlying Price | Premium Paid | Change (Contracts) | Change (Value) |
|---|---|---|---|---|---|---|---|---|---|
E EXPI | EXP WORLD HLDGS INC | New | Call | $122.6K | 115 | $10.66 | $10.66 | +115 | +$122.6K |
O OMER | OMEROS CORP | New | Call | $49.2K | 120 | $4.10 | $4.10 | +120 | +$49.2K |
E EXEL | EXELIXIS INC | New | Call | $12.4K | 3 | $41.30 | $41.30 | +3 | +$12.4K |