Sonora Investment Management Group, LLC

RIA/Wealth

Sonora Investment Management Group, LLC is a RIA/Wealth based in Tucson, AZ led by Sara Suzann Alexander, reporting $2.4B in AUM as of Q3 2025 with 32% Technology concentration.

CCOSara Suzann Alexander

Portfolio Value: $1.3B
Positions: 282
Top Holding: MSFT at 4.99%
Last Reported: Q3 2025

Address2343 E. Broadway Blvd, Suite 116, Tucson, AZ, 85719, United States

Top Holdings

Largest long holdings in Sonora Investment Management Group, LLC's portfolio (32.5% of total portfolio)

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Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 Microsoft MSFT	Software - Infrastructure Technology	$67.3M	4.99%	-$1.7M Sold	0.00% 129.9K shares	Q4 2021 Held for 3y 11m
2 Apple AAPL	Consumer Electronics Technology	$66.3M	4.93%	-$1.8M Sold	0.00% 260.6K shares	Q4 2021 Held for 3y 11m
3 Oracle ORCL	Software - Infrastructure Technology	$51.2M	3.80%	-$925.8K Sold	0.01% 182.2K shares	Q4 2021 Held for 3y 11m
4 Alphabet Inc. GOOG	Internet Content & Information Communication Services	$50.2M	3.72%	-$874.8K Sold	0.00% 206.0K shares	Q4 2021 Held for 3y 11m
5 Broadcom Inc. AVGO	Semiconductors Technology	$41.1M	3.05%	-$668.1K Sold	0.00% 124.6K shares	Q4 2021 Held for 3y 11m
6 JPMorgan Chase JPM	Banks - Diversified Financial Services	$35.2M	2.62%	-$1.3M Sold	0.00% 111.7K shares	Q4 2021 Held for 3y 11m
7 KLA Corporation KLAC	Semiconductors Technology	$33.9M	2.52%	-$527.4K Sold	0.02% 31.4K shares	Q4 2021 Held for 3y 11m
8 Walmart WMT	Discount Stores Consumer Defensive	$31.3M	2.32%	-$551.0K Sold	0.00% 303.4K shares	Q4 2021 Held for 3y 11m
9 Meta Platforms, Inc. META	Internet Content & Information Communication Services	$30.8M	2.28%	-$394.4K Sold	0.00% 41.9K shares	Q4 2021 Held for 3y 11m
10 Costco Wholesale COST	Discount Stores Consumer Defensive	$30.3M	2.25%	-$1.5M Sold	0.01% 32.7K shares	Q4 2021 Held for 3y 11m

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Changes

Portfolio activity, position movements, and quarter-over-quarter changes in Sonora Investment Management Group, LLC's latest filing

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Market Value

$1.3B

Prior: $1.3B

Q/Q Change

+5.35%

+$68.4M

Net Flows % of MV

-2.48%

Turnover Ratio

2.0%

New Purchases

13 stocks

$4.0M

Added To

78 stocks

+$5.5M

Sold Out Of

20 stocks

$14.5M

Reduced Holdings

139 stocks

-$28.4M

Increased Positions

Position	Shares Δ	Change
1 ASML ASML ASML	New	0 → 1.1K +$1.1M
2 Agnico Eagle Mines AEM	New	0 → 2.5K +$427.0K
3 Applovin Corporation APP	New	0 → 578.0 +$415.3K
4 Newmont NEM	New	0 → 4.8K +$402.2K
5 Royal Gold RGLD	New	0 → 1.6K +$317.3K

Decreased Positions

Position	Shares Δ	Change
1 UnitedHealth Group UNH	Sold	24.9K → 0 −$7.8M
2 Intel INTC	Sold	96.5K → 0 −$2.2M
3 Exelixis EXEL	Sold	32.1K → 0 −$1.4M
4 Intuit INTU	Sold	624.0 → 0 −$491.5K
5 iShares S&P 500 Growth ETF IVW	Sold	2.4K → 0 −$259.8K

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Analytics

Portfolio insights and performance metrics for Sonora Investment Management Group, LLC

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Sector Allocation

Technology

31.60%

Financial Services

12.30%

Industrials

10.40%

Communication Services

8.80%

Consumer Defensive

8.10%

Healthcare

6.70%

Consumer Cyclical

6.10%

Energy

4.90%

Real Estate

3.60%

ETF

2.80%

Basic Materials

2.30%

Utilities

1.70%

Market Cap Distribution

Mega Cap (> $200B)

53.48%

Large Cap ($10B - $200B)

39.92%

Mid Cap ($2B - $10B)

2.07%

Small Cap ($300M - $2B)

0.64%

Micro Cap ($50M - $300M)

0.13%

Nano Cap (< $50M)

0.03%

N/A (ETF or Unknown)

3.72%

Portfolio Concentration

Top 10 Holdings %

32.48%

Top 20 Holdings %

51.42%

Top 50 Holdings %

80.97%

Top 100 Holdings %

94.09%