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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 Q1 2025 · Filed April 15, 2025 · Accession 0001725547-25-001410

Total Value
$1.26B
Positions
302
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (302)

#IssuerTicker / CUSIPSharesValue% of Filing
1APPLE INCAAPL272,369$60.5M4.79%
2MICROSOFT CORPMSFT131,869$49.5M3.92%
3GALLAGHER ARTHUR J & CO363576109101,118$34.9M2.76%
4ALPHABET INCGOOG209,578$32.7M2.59%
5COSTCO WHSL CORP NEW22160K10534,599$32.7M2.59%
6REPUBLIC SVCS INC760759100126,887$30.7M2.43%
7JPMORGAN CHASE & CO.VYLD114,409$28.1M2.22%
8WALMART INCWMT311,699$27.4M2.17%
9ORACLE CORPORCL-PD181,503$25.4M2.01%
10QUALCOMM INCQCOM156,959$24.1M1.91%
11META PLATFORMS INCMETA41,793$24.1M1.91%
12AMAZON COM INCAMZN116,363$22.1M1.75%
13KLA CORPKLAC32,421$22.0M1.74%
14VALERO ENERGY CORPVLO166,498$22.0M1.74%
15CISCO SYS INCCSCO351,986$21.7M1.72%
16BROADCOM INCAVGO125,154$21.0M1.66%
17HOME DEPOT INCHD54,208$19.9M1.57%
18BLACKSTONE INCBX142,003$19.8M1.57%
19VISA INCV53,761$18.8M1.49%
20LOCKHEED MARTIN CORPLMT40,287$18.0M1.42%
21JOHNSON & JOHNSONJNJ107,836$17.9M1.42%
22NEXTERA ENERGY INCNEE-PW437,977$17.8M1.41%
23TEXAS INSTRS INC88250810492,462$16.6M1.32%
24UNION PAC CORPUNP69,049$16.3M1.29%
25MERCK & CO INCMRK175,797$15.8M1.25%
26EVERGY INCEVRG222,646$15.4M1.22%
27PEPSICO INCPEP101,777$15.3M1.21%
28MCDONALDS CORPMCD48,785$15.2M1.21%
29PAYCHEX INCPAYX95,483$14.7M1.17%
30CHEVRON CORP NEWCVX87,400$14.6M1.16%
31TRUIST FINL CORP89832Q109342,018$14.1M1.11%
32SUMMIT HOTEL PPTYS866082AA814,735,000$14.0M1.11%
33PNC FINL SVCS GROUP INC69347510578,087$13.7M1.09%
34PROCTER AND GAMBLE CO74271810978,982$13.5M1.07%
35RTX CORPORATIONRTX98,285$13.0M1.03%
36UNITEDHEALTH GROUP INCUNH24,077$12.6M1.00%
37MEDTRONIC PLCMDT136,737$12.3M0.97%
38ACCENTURE PLC IRELANDACN39,345$12.3M0.97%
39VICI PPTYS INC925652109373,474$12.2M0.96%
40NVIDIA CORPORATIONNVDA111,974$12.1M0.96%
41WP CAREY INC92936U109178,005$11.2M0.89%
42VISHAY INTERTECHNOLOGY INCVSH10,991,000$10.9M0.86%
43INTRA-CELLULAR THERAPIES INC46116X10180,763$10.7M0.84%
44PFIZER INCPFE406,837$10.3M0.82%
45LYONDELLBASELL INDUSTRIES NLYB145,302$10.2M0.81%
46US BANCORP DELUSB-PS218,974$9.2M0.73%
47KIMBERLY-CLARK CORPKMB64,238$9.1M0.72%
48VERIZON COMMUNICATIONS INCVZ200,102$9.1M0.72%
49DISNEY WALT CO25468710690,111$8.9M0.70%
50EMERSON ELEC COEMR77,888$8.5M0.68%
51SALESFORCE INCCRM30,694$8.2M0.65%
52ADOBE INCADBE21,210$8.1M0.64%
53AMGEN INCAMGN25,931$8.1M0.64%
54ALPHABET INCGOOG50,915$7.9M0.62%
55EXXON MOBIL CORPXOM62,614$7.4M0.59%
56HONEYWELL INTL INC43851610633,536$7.1M0.56%
57KINDER MORGAN INC DELEP-PC247,089$7.0M0.56%
58COCA COLA COKO96,203$6.9M0.55%
59IRON MTN INC DEL46284V10176,293$6.6M0.52%
60RPM INTL INC74968510356,620$6.5M0.52%
61CATERPILLAR INCCAT18,451$6.1M0.48%
62CLEVELAND-CLIFFS INC NEWCLF696,853$5.7M0.45%
63BERKSHIRE HATHAWAY INC DELBRK-A10,064$5.4M0.42%
64IONIS PHARMACEUTICALS INCIONS5,499,000$5.3M0.42%
65GLOBAL X FDS37954Y34396,399$5.1M0.41%
66AT&T INCT-PC170,662$4.8M0.38%
67GENERAL MLS INC37033410478,023$4.7M0.37%
68TECK RESOURCES LTDTCKRF127,753$4.7M0.37%
69IONIS PHARMACEUTICALS INCIONS154,147$4.7M0.37%
70EVOLENT HEALTH INCEVH4,602,000$4.5M0.36%
71AKAMAI TECHNOLOGIES INCAKAM4,476,000$4.3M0.34%
72HALOZYME THERAPEUTICS INCHALO4,037,000$4.2M0.34%
73VERINT SYSTEMS INC92343XAC44,210,000$4.0M0.32%
74SPDR S&P 500 ETF TRSPY6,984$3.9M0.31%
75BIOMARIN PHARMACEUTICAL INCBMRN4,080,000$3.9M0.30%
76EXACT SCIENCES CORP30063PAB14,120,000$3.8M0.30%
77WHEATON PRECIOUS METALS CORPWPM46,905$3.6M0.29%
78MACERICH COMAC211,868$3.6M0.29%
79LUMENTUM HLDGS INCLITE3,512,000$3.6M0.29%
80MICROCHIP TECHNOLOGY INC.MCHPP2,335,000$3.4M0.27%
81OMEROS CORPOMER3,499,000$3.3M0.26%
82CORNING INCGLW70,091$3.2M0.25%
83PHILLIPS 66PSX25,896$3.2M0.25%
84TEXAS ROADHOUSE INCTXRH18,667$3.1M0.25%
85MGM RESORTS INTERNATIONALMGM101,840$3.0M0.24%
86HALOZYME THERAPEUTICS INCHALO2,275,000$2.9M0.23%
87INVESCO QQQ TRIVZ6,051$2.8M0.22%
88ETSY INCETSY3,219,000$2.7M0.21%
89ILLINOIS TOOL WKS INC45230810910,946$2.7M0.21%
90WASTE MGMT INC DEL94106L10911,454$2.7M0.21%
91ISHARES TR4642872004,503$2.5M0.20%
92ELI LILLY & COLLY3,050$2.5M0.20%
93ENTERPRISE PRODS PARTNERS L29379210773,367$2.5M0.20%
94VANGUARD INDEX FDS9229083634,710$2.4M0.19%
95SONOCO PRODS CO83549510251,069$2.4M0.19%
96ENOVIX CORPORATIONENVX324,449$2.4M0.19%
97FIFTH THIRD BANCORPFITBM60,481$2.4M0.19%
98SHOE CARNIVAL INCSCVL107,358$2.4M0.19%
99TESLA INCTSLA9,035$2.3M0.19%
100PINNACLE WEST CAP CORPPNW24,064$2.3M0.18%
101STRYKER CORPORATIONSYK5,532$2.1M0.16%
102CRACKER BARREL OLD CTRY STOR22410JAB22,108,000$2.0M0.16%
103GREEN PLAINS INCGPRE2,400,000$2.0M0.16%
104ABBVIE INCABBV9,240$1.9M0.15%
105GLOBAL NET LEASE INCGNL-PE224,909$1.8M0.14%
106PHILIP MORRIS INTL INC71817210911,240$1.8M0.14%
107ENERGY TRANSFER L PET-PI95,751$1.8M0.14%
108CENTURY ALUM COCENX1,418,000$1.7M0.14%
109NORTHROP GRUMMAN CORPNOC3,331$1.7M0.14%
110BLACKSTONE SECD LENDING FDBX48,026$1.6M0.12%
111WEYERHAEUSER CO MTN BEWY50,802$1.5M0.12%
112UNITI GROUP INCUNIT294,335$1.5M0.12%
113TAIWAN SEMICONDUCTOR MFG LTD8740391008,591$1.4M0.11%
114COGNEX CORPCGNX46,316$1.4M0.11%
115APPLIED MATLS INC0382221059,510$1.4M0.11%
116ONEOK INC NEWOKE13,771$1.4M0.11%
117ETSY INCETSY1,555,000$1.4M0.11%
118SCHWAB STRATEGIC TR80852420153,152$1.2M0.09%
119ALTRIA GROUP INCMO19,367$1.2M0.09%
120NEXTERA ENERGY INCNEE-PW15,785$1.1M0.09%
121AMERICAN TOWER CORP NEW03027X1005,131$1.1M0.09%
122ABBOTT LABSABLZF8,308$1.1M0.09%
123STARBUCKS CORPSBUX11,212$1.1M0.09%
124INSMED INCINSM460,000$1.1M0.09%
125NIKE INCNKE17,085$1.1M0.09%
126VANGUARD INDEX FDS9229087362,884$1.1M0.08%
127VANGUARD SPECIALIZED FUNDS9219088445,312$1.0M0.08%
128CONOCOPHILLIPSCOP9,500$997,6810.08%
129SCHWAB STRATEGIC TR80852479735,645$996,6240.08%
130D R HORTON INC23331A1097,738$983,7320.08%
131BOEING COBA-PA5,746$980,0450.08%
132CSX CORPCSX32,519$957,0360.08%
133CINCINNATI FINL CORP1720621016,362$939,7950.07%
134VANGUARD SCOTTSDALE FDS92206C77118,891$874,8430.07%
135UBER TECHNOLOGIES INCUBER800,000$849,5920.07%
136NETFLIX INCNFLX880$820,6270.06%
137EXELIXIS INCEXEL21,761$803,4170.06%
138MASTERCARD INCORPORATEDMA1,352$741,0430.06%
139SPDR GOLD TRGLD2,563$738,5030.06%
140ENBRIDGE INCENNPF16,299$722,2090.06%
141VANGUARD INDEX FDS9229087692,615$718,7610.06%
142SOUTHERN COSOMN7,640$702,4680.06%
143KAYNE ANDERSON ENERGY INFRST48660610654,225$695,7070.06%
144PALANTIR TECHNOLOGIES INCPLTR8,086$682,4590.05%
145UNITED RENTALS INCURI1,052$659,2890.05%
146CITY OFFICE REIT INCCHCO126,300$655,4970.05%
147CROWDSTRIKE HLDGS INCCRWD1,850$652,2730.05%
148SELECT SECTOR SPDR TR81369Y8033,139$648,0550.05%
149DUKE ENERGY CORP NEWDUKB5,266$642,3030.05%
150ISHARES TR4642872266,423$635,3640.05%
151UNITED PARCEL SERVICE INCUPS5,752$632,6170.05%
152CHENIERE ENERGY INCLNG2,710$627,0940.05%
153ADVANCED MICRO DEVICES INCAMD6,070$623,6320.05%
154SCHWAB STRATEGIC TR80852477126,087$615,9150.05%
155EXP WORLD HLDGS INCEXPI61,894$605,3240.05%
156EATON CORP PLCETN2,171$590,1560.05%
157WILLIAMS COS INC9694571009,870$589,8320.05%
158GILEAD SCIENCES INCGILD5,153$577,3560.05%
159ISHARES GOLD TRIAU9,643$568,5520.05%
160AUTOZONE INCAZO147$560,4790.04%
161STARWOOD PPTY TR INCSTHO28,119$555,9140.04%
162NUVEEN AMT FREE MUN CR INC FNU43,279$535,7950.04%
163CUMMINS INCCMI1,692$530,3950.04%
164INTUITIVE SURGICAL INCISRG1,062$525,9770.04%
165CROWN CASTLE INCCCI4,924$513,2340.04%
166BIOMARIN PHARMACEUTICAL INCBMRN7,218$510,2410.04%
167FREEPORT-MCMORAN INCFCX13,193$499,4870.04%
168ISHARES TR4642876552,492$497,1190.04%
169ARM HOLDINGS PLC0420682054,640$495,5060.04%
170LOWES COS INC5486611072,123$495,1280.04%
171SHELL PLCRYDAF6,716$492,1630.04%
172CVS HEALTH CORPCVS7,234$490,0750.04%
173METLIFE INCMET-PF5,607$450,1480.04%
174EASTERLY GOVT PPTYS INC27616P10342,250$447,8500.04%
175CLOROX CO DELCLX2,940$432,8780.03%
176MPLX LPMPLXP8,042$430,3990.03%
177CINTAS CORPCTAS2,084$428,2920.03%
178SELECT SECTOR SPDR TR81369Y6058,589$427,8190.03%
179HUNTSMAN CORPHUN26,970$425,8520.03%
180GE AEROSPACE3696043012,088$417,8300.03%
181AVISTA CORPAVA9,915$415,1420.03%
182HARROW INCHROW15,448$410,9170.03%
183DOVER CORPDOV2,291$402,4830.03%
184GAMCO GLOBAL GOLD NAT RES &36465A10990,988$397,6160.03%
185AMERICAN EXPRESS COAXP1,476$397,0120.03%
186VANGUARD TAX-MANAGED FDS9219438587,803$396,6480.03%
187SMUCKER J M CO8326964053,302$390,9900.03%
188SERVICENOW INCNOW482$383,7400.03%
189CENCORA INCCOR1,379$383,4870.03%
190VANGUARD WHITEHALL FDS9219464062,959$381,5770.03%
191BRIGHTVIEW HLDGS INCBV29,516$378,9860.03%
192ISHARES TR4642871682,810$377,3550.03%
193ISHARES TR4642875076,443$375,9210.03%
194PALO ALTO NETWORKS INCPANW2,168$369,9480.03%
195PROLOGIS INC.PLDGP3,272$365,7770.03%
196VANGUARD SCOTTSDALE FDS92206C1026,229$365,5810.03%
197SCHWAB CHARLES CORPSCHW-PJ4,622$361,7740.03%
198SCHWAB STRATEGIC TR80852410216,556$356,4420.03%
199HEALTHPEAK PROPERTIES INCDOC18,231$355,5270.03%
200PRINCIPAL FINANCIAL GROUP INPFG4,142$349,4610.03%
201SPDR DOW JONES INDL AVERAGE78467X109827$347,2450.03%
202VANGUARD WORLD FD92204A702632$342,5540.03%
203TARGET CORPTGT3,282$342,5340.03%
204INVESCO EXCHANGE TRADED FD TIVZ1,969$341,0590.03%
205ALLIANCEBERNSTEIN HLDG L P01881G1068,848$338,9670.03%
206WELLS FARGO CO NEW9497461014,699$337,3580.03%
207BANK AMERICA CORP0605051048,054$336,0940.03%
208ONTO INNOVATION INCONTO2,749$333,5640.03%
209MCKESSON CORPMCK492$331,2550.03%
210HUNTINGTON INGALLS INDS INC4464131061,619$330,3410.03%
211SCHLUMBERGER LTDSLB7,871$329,0080.03%
212ISHARES SILVER TRSLV10,600$328,4940.03%
213MERCADOLIBRE INCMELI168$327,7470.03%
214WEC ENERGY GROUP INCWEC2,967$323,2970.03%
215MONDELEZ INTL INC6092071054,709$319,4820.03%
216REGENERON PHARMACEUTICALSREGN500$317,1150.03%
217SCHWAB STRATEGIC TR80852460713,502$316,3530.03%
2183M COMMM2,087$306,4430.02%
219LAM RESEARCH CORPLRCX4,191$304,6940.02%
220ENI S P A26874R1089,750$301,5680.02%
221PIEDMONT OFFICE REALTY TR INPDM40,000$294,8000.02%
222SCHWAB STRATEGIC TR80852485411,846$294,4920.02%
223INTERCONTINENTAL EXCHANGE IN45866F1041,665$287,2130.02%
224ISHARES TR464287614787$284,1780.02%
225COMCAST CORP NEWCCZ7,687$283,6410.02%
226AMERICAN ELEC PWR CO INC0255371012,596$283,6190.02%
227BRISTOL-MYERS SQUIBB COCELG-RI4,647$283,4150.02%
228INVESCO EXCHANGE TRADED FD TIVZ6,980$282,0620.02%
229WORKIVA INCWK3,654$277,3760.02%
230THE CIGNA GROUP125523100814$267,8060.02%
231OMEGA HEALTHCARE INVS INC6819361006,982$265,8750.02%
232SELECT SECTOR SPDR TR81369Y5062,755$257,4670.02%
233GLOBAL X FDS37954Y2934,015$256,1980.02%
234DEVON ENERGY CORP NEW25179M1036,838$255,7360.02%
235ISHARES TR46432F3391,470$251,2090.02%
236VANGUARD INDEX FDS9229085121,564$251,0530.02%
237CROSSAMERICA PARTNERS LPCAPL10,200$250,6140.02%
238ROCKWELL AUTOMATION INCROK949$245,2030.02%
239PETROLEO BRASILEIRO SA PETRO71654V40817,070$244,7840.02%
240CITIGROUP INCC-PR3,440$244,2080.02%
241OAKTREE SPECIALTY LENDING COOCSL15,700$241,1520.02%
242COLGATE PALMOLIVE COCL2,554$239,3100.02%
243GOLDMAN SACHS GROUP INCGSCE435$237,4660.02%
244VIRTUS DIVIDEND INTEREST & PNFJ19,500$236,5350.02%
245SCHWAB STRATEGIC TR8085247638,602$235,6090.02%
246SHOPIFY INCSHOP2,447$233,6400.02%
247STAG INDL INC85254J1026,300$227,5560.02%
248FISERV INCFISV1,029$227,1240.02%
249EATON VANCE NATL MUN OPPORTETN13,500$224,7750.02%
250PROSHARES TR74348A4672,197$224,4900.02%
251VANGUARD INDEX FDS9229087441,294$223,5430.02%
252PRUDENTIAL FINL INCPUKPF2,000$223,3750.02%
253DTE ENERGY CODTK1,599$221,0940.02%
254GRANITE CONSTR INCGVA2,911$219,4900.02%
255WESTERN ASSET HIGH YIELD DEFHYI18,390$217,7380.02%
256PIMCO INCOME STRATEGY FD II72201J10428,660$216,0970.02%
257CARDINAL HEALTH INCCAH1,568$216,0240.02%
258PIMCO INCOME STRATEGY FD72201H10825,065$215,5590.02%
259SPROTT PHYSICAL GOLD TRSII8,935$214,9770.02%
260GENERAL DYNAMICS CORPGD781$212,9420.02%
261HP INCHPQ7,671$212,4200.02%
262PLAINS ALL AMERN PIPELINE L72650310510,584$211,6800.02%
263ASTRAZENECA PLCAZN2,870$210,9480.02%
264UGI CORP NEW9026811056,369$210,6080.02%
265ALLSPRING INCOME OPPORTUNITEAD30,550$208,9620.02%
266PIMCO DYNAMIC INCOME FD72201Y10110,507$208,0420.02%
267MICRON TECHNOLOGY INCMU2,392$207,8410.02%
268SCHWAB STRATEGIC TR8085247555,750$207,8050.02%
269ANALOG DEVICES INCADI1,022$206,0490.02%
270WESTERN MIDSTREAM PARTNERS LWES5,000$204,8000.02%
271HOWMET AEROSPACE INCHWM1,572$203,9360.02%
272OGE ENERGY CORPOGE4,434$203,7870.02%
273REALTY INCOME CORPO3,469$201,2490.02%
274MURPHY OIL CORPMUR7,044$200,0480.02%
275CREDIT SUISSE HIGH YIELD BDDHY90,000$190,8000.02%
276RITHM CAPITAL CORPRITM-PF15,722$180,0220.01%
277ANTERO MIDSTREAM CORPAM10,000$180,0000.01%
278PAGSEGURO DIGITAL LTDPAGS22,577$172,2630.01%
279CHEESECAKE FACTORY INCCAKE165,000$160,6610.01%
280IONIS PHARMACEUTICALS INCIONS160,000$157,1730.01%
281CALAMOS CONV OPPORTUNITIES &12811710816,350$156,7970.01%
282AMERICAN AIRLINES GROUP INCAAL150,000$151,6480.01%
283EATON VANCE TAX-MANAGED DIVEETN10,312$147,0500.01%
284FORD MTR CO34537086013,638$136,7890.01%
285NUVEEN MUN VALUE FD INCNU15,120$132,6030.01%
286NUVEEN MUN HIGH INCOME OPPORNU12,154$132,6010.01%
287D-WAVE QUANTUM INCQBTS17,234$130,9790.01%
288NUVEEN MUN CR OPPORTUNITIESNU12,070$129,1490.01%
289NUVEEN DYNAMIC MUN OPPORTUNINU12,570$128,9690.01%
290AGNC INVT CORP00123Q10412,396$118,7540.01%
291BLACKROCK MUNIYIELD QUALITYBLK10,000$109,9000.01%
292EATON VANCE TAX-MANAGED GLOBETN11,710$95,3200.01%
293GABELLI UTIL TR36240A10114,419$76,9980.01%
294CORNERSTONE STRATEGIC INVESTCLM10,135$75,3050.01%
295WESTERN ASSET HIGH INCOM FD95766J10216,000$66,8800.01%
296GRAY MEDIA INCGTN-A10,500$45,3600.00%
297ORASURE TECHNOLOGIES INCOSUR13,232$44,5920.00%
298STANDARD LITHIUM LTDSLI32,000$40,6400.00%
299ASSERTIO HOLDINGS INCASRT44,735$30,1790.00%
300AKEBIA THERAPEUTICS INCAKBA12,000$23,0400.00%
301GRAFTECH INTL LTD38431350825,705$22,4770.00%
302NEXTDOOR HOLDINGS INCNXDR10,000$15,3000.00%