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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 $61,945,650
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 8,886 $5,231,010 8.44%
2.
Nvidia Corp
 NVDA 27,829 $3,737,119 6.03%
3.
Microsoft Corp
 MSFT 6,585 $2,775,477 4.48%
4.
Vanguard Index Fds
 12,696 $2,149,433 3.46%
5.
Ishares Trust
 IEF 10,545 $2,012,830 3.24%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% 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 November 14th, 2024)