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Home > Institutional Investor > Sonoma Private Wealth Llc > Profile

Instuitional Investor - Sonoma Private Wealth Llc

Fund Profile
Filing Period:
Fund Name: Sonoma Private Wealth Llc
Portfolio Value $81,554,448
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Microsoft Corp
 MSFT 24,526 $12,199,686 14.96%
2.
Ishares Tr
 93,162 $9,380,493 11.5%
3.
Ishares Trust
 IEF 8,663 $5,378,857 6.6%
4.
Nvidia Corp
 NVDA 33,315 $5,263,458 6.45%
5.
Apple Inc.
 AAPL 13,521 $2,774,188 3.4%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)