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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

Sonora Investment Management Group, LLC

Quarter ended Q4 2024 · Filed January 23, 2025 · Accession 0001725547-25-000171

Total Value
$1.31B
Positions
298
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (298)

#IssuerTicker / CUSIPSharesValue% of Filing
1APPLE INCAAPL273,268$68.4M5.24%
2MICROSOFT CORPMSFT131,830$55.6M4.26%
3ALPHABET INCGOOG210,210$40.0M3.07%
4COSTCO WHSL CORP NEW22160K10534,523$31.6M2.42%
5ORACLE CORPORCL-PD181,584$30.3M2.32%
6GALLAGHER ARTHUR J & CO363576109100,925$28.6M2.20%
7BROADCOM INCAVGO122,697$28.4M2.18%
8WALMART INCWMT311,732$28.2M2.16%
9JPMORGAN CHASE & CO.VYLD113,646$27.2M2.09%
10REPUBLIC SVCS INC760759100126,574$25.5M1.95%
11AMAZON COM INCAMZN113,802$25.0M1.91%
12QUALCOMM INCQCOM159,704$24.5M1.88%
13BLACKSTONE INCBX138,881$23.9M1.83%
14META PLATFORMS INCMETA40,809$23.9M1.83%
15INTERNATIONAL BUSINESS MACHSINTR106,946$23.5M1.80%
16HOME DEPOT INCHD53,652$20.9M1.60%
17CISCO SYS INCCSCO345,485$20.5M1.57%
18KLA CORPKLAC32,120$20.2M1.55%
19VALERO ENERGY CORPVLO161,950$19.9M1.52%
20LOCKHEED MARTIN CORPLMT38,902$18.9M1.45%
21MERCK & CO INCMRK174,710$17.4M1.33%
22TEXAS INSTRS INC88250810490,908$17.0M1.31%
23NEXTERA ENERGY INCNEE-PW402,135$16.5M1.26%
24VISA INCV51,835$16.4M1.26%
25UNION PAC CORPUNP68,298$15.6M1.19%
26PEPSICO INCPEP101,505$15.4M1.18%
27JOHNSON & JOHNSONJNJ105,170$15.2M1.17%
28SUMMIT HOTEL PPTYS866082AA815,227,000$14.9M1.14%
29NVIDIA CORPORATIONNVDA109,953$14.8M1.13%
30PNC FINL SVCS GROUP INC69347510576,346$14.7M1.13%
31TRUIST FINL CORP89832Q109335,203$14.5M1.11%
32ACCENTURE PLC IRELANDACN38,116$13.4M1.03%
33PROCTER AND GAMBLE CO74271810979,458$13.3M1.02%
34MCDONALDS CORPMCD45,861$13.3M1.02%
35PAYCHEX INCPAYX92,866$13.0M1.00%
36EVERGY INCEVRG200,231$12.3M0.94%
37CHEVRON CORP NEWCVX83,143$12.0M0.92%
38UNITEDHEALTH GROUP INCUNH23,514$11.9M0.91%
39RTX CORPORATIONRTX100,520$11.6M0.89%
40VISHAY INTERTECHNOLOGY INCVSH11,587,000$11.4M0.87%
41VICI PPTYS INC925652109365,509$10.7M0.82%
42US BANCORP DELUSB-PS221,981$10.6M0.81%
43MEDTRONIC PLCMDT128,663$10.3M0.79%
44LYONDELLBASELL INDUSTRIES NLYB137,316$10.2M0.78%
45ALPHABET INCGOOG51,385$9.7M0.75%
46EMERSON ELEC COEMR78,383$9.7M0.74%
47DISNEY WALT CO25468710685,691$9.5M0.73%
48PFIZER INCPFE358,748$9.5M0.73%
49ADOBE INCADBE21,313$9.5M0.73%
50KIMBERLY-CLARK CORPKMB65,978$8.6M0.66%
51WP CAREY INC92936U109158,512$8.6M0.66%
52IRON MTN INC DEL46284V10178,168$8.2M0.63%
53VERIZON COMMUNICATIONS INCVZ197,379$7.9M0.60%
54HONEYWELL INTL INC43851610634,373$7.8M0.59%
55SALESFORCE INCCRM22,573$7.5M0.58%
56INTRA-CELLULAR THERAPIES INC46116X10186,931$7.3M0.56%
57EXXON MOBIL CORPXOM67,341$7.2M0.56%
58RPM INTL INC74968510358,123$7.2M0.55%
59AMGEN INCAMGN26,842$7.0M0.54%
60KINDER MORGAN INC DELEP-PC254,642$7.0M0.53%
61CLEVELAND-CLIFFS INC NEWCLF707,220$6.6M0.51%
62COCA COLA COKO96,752$6.0M0.46%
63CATERPILLAR INCCAT15,797$5.7M0.44%
64IONIS PHARMACEUTICALS INCIONS5,499,000$5.4M0.42%
65TECK RESOURCES LTDTCKRF130,268$5.3M0.40%
66IONIS PHARMACEUTICALS INCIONS148,776$5.2M0.40%
67GENERAL MLS INC37033410481,010$5.2M0.40%
68CHEESECAKE FACTORY INCCAKE5,055,000$5.0M0.38%
69EVOLENT HEALTH INCEVH4,827,000$4.7M0.36%
70AKAMAI TECHNOLOGIES INCAKAM4,605,000$4.6M0.35%
71MACERICH COMAC222,843$4.4M0.34%
72BERKSHIRE HATHAWAY INC DELBRK-A9,747$4.4M0.34%
73VERINT SYSTEMS INC92343XAC44,380,000$4.1M0.31%
74GLOBAL X FDS37954Y34381,479$4.0M0.31%
75TESLA INCTSLA9,887$4.0M0.31%
76MICROCHIP TECHNOLOGY INC.MCHPP2,360,000$4.0M0.30%
77AT&T INCT-PC173,217$3.9M0.30%
78EXACT SCIENCES CORP30063PAB14,255,000$3.9M0.30%
79LUMENTUM HLDGS INCLITE3,562,000$3.9M0.30%
80HALOZYME THERAPEUTICS INCHALO4,092,000$3.9M0.30%
81BIOMARIN PHARMACEUTICAL INCBMRN4,200,000$3.9M0.30%
82SPDR S&P 500 ETF TRSPY6,518$3.8M0.29%
83MGM RESORTS INTERNATIONALMGM104,242$3.6M0.28%
84TEXAS ROADHOUSE INCTXRH19,081$3.4M0.26%
85OMEROS CORPOMER3,514,000$3.4M0.26%
86CORNING INCGLW70,346$3.3M0.26%
87ENOVIX CORPORATIONENVX275,901$3.0M0.23%
88PHILLIPS 66PSX26,196$3.0M0.23%
89ILLINOIS TOOL WKS INC45230810911,245$2.9M0.22%
90ISHARES TR4642872004,771$2.8M0.22%
91WHEATON PRECIOUS METALS CORPWPM49,690$2.8M0.21%
92ETSY INCETSY3,305,000$2.7M0.21%
93VANGUARD INDEX FDS9229083635,001$2.7M0.21%
94REVANCE THERAPEUTICS INC761330AB52,755,000$2.7M0.20%
95INVESCO QQQ TRIVZ5,108$2.6M0.20%
96FIFTH THIRD BANCORPFITBM59,944$2.5M0.19%
97HALOZYME THERAPEUTICS INCHALO2,280,000$2.5M0.19%
98SONOCO PRODS CO83549510250,214$2.5M0.19%
99WASTE MGMT INC DEL94106L10911,513$2.3M0.18%
100ELI LILLY & COLLY2,923$2.3M0.17%
101EXACT SCIENCES CORP30063PAA32,215,000$2.2M0.17%
102ENTERPRISE PRODS PARTNERS L29379210766,554$2.1M0.16%
103GREEN PLAINS INCGPRE2,430,000$2.1M0.16%
104CRACKER BARREL OLD CTRY STOR22410JAB22,173,000$2.0M0.16%
105PINNACLE WEST CAP CORPPNW23,777$2.0M0.15%
106STRYKER CORPORATIONSYK5,522$2.0M0.15%
107INTEL CORPINTC96,026$1.9M0.15%
108ENERGY TRANSFER L PET-PI94,726$1.9M0.14%
109CENTURY ALUM COCENX1,433,000$1.7M0.13%
110TAIWAN SEMICONDUCTOR MFG LTD8740391008,589$1.7M0.13%
111COGNEX CORPCGNX46,806$1.7M0.13%
112GLOBAL NET LEASE INCGNL-PE228,289$1.7M0.13%
113SHOE CARNIVAL INCSCVL49,956$1.7M0.13%
114ABBVIE INCABBV9,026$1.6M0.12%
115NORTHROP GRUMMAN CORPNOC3,352$1.6M0.12%
116UNITI GROUP INCUNIT279,335$1.5M0.12%
117WEYERHAEUSER CO MTN BEWY51,785$1.5M0.11%
118BLACKSTONE SECD LENDING FDBX44,845$1.4M0.11%
119ETSY INCETSY1,625,000$1.4M0.11%
120PHILIP MORRIS INTL INC71817210911,172$1.3M0.10%
121APPLIED MATLS INC0382221058,244$1.3M0.10%
122SCHWAB STRATEGIC TR80852420157,777$1.3M0.10%
123ONEOK INC NEWOKE13,063$1.3M0.10%
124NIKE INCNKE16,988$1.3M0.10%
125VANGUARD INDEX FDS9229087362,846$1.2M0.09%
126NEXTERA ENERGY INCNEE-PW15,837$1.1M0.09%
127D R HORTON INC23331A1097,738$1.1M0.08%
128BOEING COBA-PA6,106$1.1M0.08%
129CSX CORPCSX33,419$1.1M0.08%
130STARBUCKS CORPSBUX11,349$1.0M0.08%
131INSMED INCINSM475,000$1.0M0.08%
132AMERICAN TOWER CORP NEW03027X1005,409$992,0910.08%
133ABBOTT LABSABLZF8,582$970,7620.07%
134CONOCOPHILLIPSCOP9,771$969,0130.07%
135ALTRIA GROUP INCMO18,212$952,3020.07%
136CINCINNATI FINL CORP1720621016,430$923,9910.07%
137SELECT SECTOR SPDR TR81369Y8033,680$855,6870.07%
138VANGUARD SCOTTSDALE FDS92206C77118,692$847,4960.06%
139UBER TECHNOLOGIES INCUBER835,000$843,1580.06%
140EXP WORLD HLDGS INCEXPI66,319$763,3320.06%
141EXELIXIS INCEXEL22,161$737,9620.06%
142ENBRIDGE INCENNPF17,324$735,0580.06%
143UNITED RENTALS INCURI1,042$734,0270.06%
144MASTERCARD INCORPORATEDMA1,381$727,0630.06%
145SPDR GOLD TRGLD3,001$726,6330.06%
146ADVANCED MICRO DEVICES INCAMD5,689$687,1750.05%
147VANGUARD SPECIALIZED FUNDS9219088443,468$679,0650.05%
148SCHWAB STRATEGIC TR80852479724,224$661,7900.05%
149EATON CORP PLCETN1,994$661,7640.05%
150NETFLIX INCNFLX725$646,2070.05%
151SCHWAB STRATEGIC TR80852477125,754$609,8550.05%
152CROWDSTRIKE HLDGS INCCRWD1,755$600,4910.05%
153SOUTHERN COSOMN7,272$598,6380.05%
154LAM RESEARCH CORPLRCX8,186$591,2750.05%
155CUMMINS INCCMI1,692$589,8920.05%
156KAYNE ANDERSON ENERGY INFRST48660610646,225$587,5200.05%
157CHENIERE ENERGY INCLNG2,710$582,2980.04%
158VANGUARD INDEX FDS9229087692,008$582,0590.04%
159PALANTIR TECHNOLOGIES INCPLTR7,543$570,4780.04%
160ARM HOLDINGS PLC0420682054,594$566,7160.04%
161WILLIAMS COS INC9694571009,995$540,9300.04%
162ISHARES TR4642876552,439$538,8480.04%
163INTUITIVE SURGICAL INCISRG1,025$535,0090.04%
164NUVEEN AMT FREE MUN CR INC FNU43,279$530,6010.04%
165STARWOOD PPTY TR INCSTHO27,835$527,4660.04%
166BRIGHTVIEW HLDGS INCBV32,776$524,0890.04%
167LOWES COS INC5486611072,118$522,7020.04%
168HARROW INCHROW15,448$518,2810.04%
169DUKE ENERGY CORP NEWDUKB4,735$510,1090.04%
170HUNTSMAN CORPHUN28,210$508,6220.04%
171UNITED PARCEL SERVICE INCUPS3,971$500,7300.04%
172ISHARES TR4642872265,155$499,5200.04%
173CROWN CASTLE INCCCI5,342$484,8080.04%
174EASTERLY GOVT PPTYS INC27616P10342,250$479,9600.04%
175ISHARES GOLD TRIAU9,643$477,4250.04%
176BIOMARIN PHARMACEUTICAL INCBMRN7,218$474,4400.04%
177ONTO INNOVATION INCONTO2,834$472,3430.04%
178AUTOZONE INCAZO147$470,6940.04%
179CLOROX CO DELCLX2,868$465,7920.04%
180SERVICENOW INCNOW437$463,2730.04%
181METLIFE INCMET-PF5,433$444,8860.03%
182VANGUARD TAX-MANAGED FDS9219438589,286$444,0540.03%
183GILEAD SCIENCES INCGILD4,802$443,5650.03%
184FREEPORT-MCMORAN INCFCX11,626$442,7190.03%
185DOVER CORPDOV2,341$439,1720.03%
186TARGET CORPTGT3,236$437,4680.03%
187SHELL PLCRYDAF6,912$433,0220.03%
188ISHARES TR4642875076,483$403,9260.03%
189WORKIVA INCWK3,654$400,1130.03%
190INTUITINTU630$395,9550.03%
191CINTAS CORPCTAS2,104$384,3720.03%
192SELECT SECTOR SPDR TR81369Y6057,876$380,6480.03%
193SCHWAB STRATEGIC TR80852460714,368$371,5600.03%
194ISHARES TR4642871682,810$368,9250.03%
195AVISTA CORPAVA9,997$366,1910.03%
196SMUCKER J M CO8326964053,302$363,6170.03%
197PALO ALTO NETWORKS INCPANW1,996$363,1930.03%
198HEALTHPEAK PROPERTIES INCDOC18,231$356,2290.03%
199REGENERON PHARMACEUTICALSREGN500$356,1650.03%
200SCHWAB CHARLES CORPSCHW-PJ4,809$355,9250.03%
201SHOPIFY INCSHOP3,346$355,7810.03%
202SPDR DOW JONES INDL AVERAGE78467X109833$354,3020.03%
203PROLOGIS INC.PLDGP3,316$350,5020.03%
204INVESCO EXCHANGE TRADED FD TIVZ1,966$344,5500.03%
205GAMCO GLOBAL GOLD NAT RES &36465A10990,335$340,5620.03%
206ISHARES TR46432F3391,897$337,8180.03%
207GE AEROSPACE3696043012,019$336,6750.03%
208GRANITE CONSTR INCGVA3,811$334,2630.03%
209ALLIANCEBERNSTEIN HLDG L P01881G1069,012$334,2560.03%
210ROCKWELL AUTOMATION INCROK1,130$322,9430.02%
211PRINCIPAL FINANCIAL GROUP INPFG4,142$320,6330.02%
212ISHARES TR464287614788$316,4460.02%
213VANGUARD WORLD FD92204A702508$315,6110.02%
214MPLX LPMPLXP6,542$313,0930.02%
215CENCORA INCCOR1,379$309,8340.02%
216COMCAST CORP NEWCCZ8,169$306,5740.02%
217CALAMOS CONV OPPORTUNITIES &12811710825,350$302,6790.02%
218THE TRADE DESK INC88339J1052,517$295,8240.02%
219SCHWAB STRATEGIC TR80852485412,114$294,2500.02%
220MCKESSON CORPMCK507$289,0660.02%
221MONDELEZ INTL INC6092071054,835$288,7920.02%
222BANK AMERICA CORP0605051046,521$286,5960.02%
223HP INCHPQ8,668$282,8430.02%
224WEC ENERGY GROUP INCWEC3,002$282,2630.02%
225INVESCO EXCHANGE TRADED FD TIVZ6,980$281,5740.02%
226SCHLUMBERGER LTDSLB7,321$280,6880.02%
227ISHARES SILVER TRSLV10,600$279,0980.02%
228MERCADOLIBRE INCMELI163$277,1720.02%
229SCHWAB STRATEGIC TR8085247639,086$269,8550.02%
230ENI S P A26874R1089,750$266,7600.02%
231OMEGA HEALTHCARE INVS INC6819361007,040$266,4640.02%
232WELLS FARGO CO NEW9497461013,726$261,7310.02%
233GENTEX CORPGNTX8,989$258,2560.02%
234SELECT SECTOR SPDR TR81369Y5063,006$257,5050.02%
235AMERICAN EXPRESS COAXP863$256,2530.02%
236BRISTOL-MYERS SQUIBB COCELG-RI4,515$255,3760.02%
2373M COMMM1,936$249,8610.02%
238VIRTUS DIVIDEND INTEREST & PNFJ19,500$246,2850.02%
239ARISTA NETWORKS INCANET2,220$245,3770.02%
240GLOBAL X FDS37954Y2934,040$244,6630.02%
241VANGUARD INDEX FDS9229085121,501$242,7850.02%
242CITIGROUP INCC-PR3,439$242,0800.02%
243COLGATE PALMOLIVE COCL2,629$239,0030.02%
244CVS HEALTH CORPCVS5,284$237,2040.02%
245PRUDENTIAL FINL INCPUKPF2,000$237,0760.02%
246DEVON ENERGY CORP NEW25179M1037,188$235,2590.02%
247GOLDMAN SACHS GROUP INCGSCE410$234,8420.02%
248INTERCONTINENTAL EXCHANGE IN45866F1041,525$227,2410.02%
249CROSSAMERICA PARTNERS LPCAPL10,200$224,4000.02%
250ANALOG DEVICES INCADI1,050$223,0220.02%
251EATON VANCE NATL MUN OPPORTETN13,500$222,2100.02%
252AMERICAN ELEC PWR CO INC0255371012,389$220,3380.02%
253PETROLEO BRASILEIRO SA PETRO71654V40817,070$219,5210.02%
254PROSHARES TR74348A4672,197$218,7120.02%
255WESTERN ASSET HIGH YIELD DEFHYI18,390$217,3700.02%
256T-MOBILE US INCTMUSZ984$217,1590.02%
257PIMCO INCOME STRATEGY FD II72201J10428,660$213,5170.02%
258STAG INDL INC85254J1026,300$213,0660.02%
259MURPHY OIL CORPMUR7,013$212,2200.02%
260ALLSPRING INCOME OPPORTUNITEAD30,550$210,4900.02%
261PIMCO INCOME STRATEGY FD72201H10825,065$210,0450.02%
262OAKTREE SPECIALTY LENDING COOCSL13,700$209,3360.02%
263FISERV INCFISV1,009$207,1670.02%
264HUNTINGTON INGALLS INDS INC4464131061,094$206,7340.02%
265VANGUARD INDEX FDS9229087441,221$206,7230.02%
266NEXSTAR MEDIA GROUP INCNXST1,300$205,3610.02%
267GENERAL DYNAMICS CORPGD779$205,3530.02%
268DTE ENERGY CODTK1,674$202,1360.02%
269CREDIT SUISSE HIGH YIELD BDDHY90,000$192,6000.01%
270PLAINS ALL AMERN PIPELINE L72650310510,584$180,7750.01%
271AMERICAN AIRLINES GROUP INCAAL150,000$180,5370.01%
272RITHM CAPITAL CORPRITM-PF15,722$170,2740.01%
273PAGSEGURO DIGITAL LTDPAGS26,697$167,1240.01%
274IONIS PHARMACEUTICALS INCIONS160,000$154,6530.01%
275EATON VANCE TAX-MANAGED DIVEETN10,312$154,1650.01%
276ANTERO MIDSTREAM CORPAM10,000$150,9000.01%
277AGNC INVT CORP00123Q10416,054$147,8570.01%
278D-WAVE QUANTUM INCQBTS16,129$135,4840.01%
279FORD MTR CO34537086013,581$134,4480.01%
280NUVEEN MUN HIGH INCOME OPPORNU12,154$131,3850.01%
281NUVEEN MUN VALUE FD INCNU15,120$129,8810.01%
282NUVEEN MUN CR OPPORTUNITIESNU12,070$128,0630.01%
283NUVEEN DYNAMIC MUN OPPORTUNINU12,570$125,9520.01%
284BLACKROCK MUNIYIELD QUALITYBLK10,000$110,4000.01%
285VIRTUS CONVERTIBLE & INC FD92838U10832,000$100,1600.01%
286VIRTUS CONVERTIBLE & INCOME92838X10228,400$98,5480.01%
287PORTILLOS INC73642K10610,400$97,7600.01%
288EATON VANCE TAX-MANAGED GLOBETN11,710$95,6710.01%
289CORNERSTONE STRATEGIC INVESTCLM10,133$87,0470.01%
290GABELLI UTIL TR36240A10114,419$72,5280.01%
291WESTERN ASSET HIGH INCOM FD95766J10216,000$67,3600.01%
292GRAFTECH INTL LTD38431350829,025$50,2140.00%
293QUIPT HOME MEDICAL CORP74880P10416,000$48,8000.00%
294ORASURE TECHNOLOGIES INCOSUR13,232$47,7680.00%
295STANDARD LITHIUM LTDSLI32,000$46,7200.00%
296ASSERTIO HOLDINGS INCASRT44,735$38,9690.00%
297GRAY TELEVISION INCGTN-A10,500$33,0750.00%
298AKEBIA THERAPEUTICS INCAKBA12,000$22,8000.00%