Sovereign Financial Group, Inc. Purchases in Q4 2025

Sovereign Financial Group, Inc.

  • $536 Million
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
SSO
Proshares Ultra S&P 500

ETFs
18K
+ 100.0%
$107.49 - $118.65 $1.94M - $2.14M
36.1K $4.07M
USFR
Wisdomtree Floating Rate Treas

ETFs
24.8K
New
$50.24 - $50.4 $1.24M - $1.25M
24.8K $1.25M
NOW
Service Now, Inc.

Technology
1.52K
+ 427.25%
$835.79 - $946.29 $1.27M - $1.44M
1.88K $1.57M
VUG
Vanguard Growth ETF

ETFs
1.57K
+ 2.54%
$470.44 - $504.26 $737K - $790K
63.3K $30.6M
AOR
Ishares Tr Core Growth Allocat

ETFs
14.5K
+ 303.25%
$63.43 - $65.6 $922K - $954K
19.3K $1.25M
IVE
Ishares S&P 500 Value ETF

ETFs
4.24K
+ 42.05%
$202.52 - $212.07 $859K - $899K
14.3K $3M
XLU
Utilities Sector Spdr

ETFs
9.96K
+ 127.99%
$87.89 - $92.9 $875K - $925K
17.7K $1.57M
AOA
Ishares Tr Core Aggressive All

ETFs
9.99K
+ 183.0%
$86.51 - $90.12 $864K - $900K
15.4K $1.37M
VEA
Vanguard Ftse Developed Market

ETFs
2.59K
+ 0.51%
$59.18 - $62.09 $153K - $161K
515K $31.6M
XLK
Technology Sector Spdr

ETFs
2.83K
+ 94.33%
$278.39 - $304.13 $787K - $860K
5.82K $1.68M
XLE
Energy Sector Spdr

ETFs
7.35K
+ 100.78%
$85.22 - $92.02 $627K - $677K
14.6K $1.35M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
10.2K
+ 4.97%
$52.54 - $55.77 $535K - $568K
215K $11.8M
SPY
Spdr S&P 500 ETF Trust

ETFs
1.03K
+ 2.52%
$653.02 - $687.39 $674K - $709K
41.9K $27.9M
BNDX
Vanguard Total International B

ETFs
12K
+ 5.54%
$49.3 - $49.91 $589K - $596K
228K $11.3M
AOK
Ishares Tr Core Conservative A

ETFs
12.9K
+ 83.96%
$39.89 - $40.78 $516K - $528K
28.4K $1.14M
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
5.31K
+ 91.81%
$88.45 - $91.41 $470K - $485K
11.1K $1M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
6.2K
+ 4.58%
$78.65 - $79.19 $488K - $491K
142K $11.1M
DFIV
Dimensional ETF Tr

ETFs
8.23K
+ 26.23%
$45.13 - $48.25 $371K - $397K
39.6K $1.9M
DGRO
Ishares Core Dividend Growth E

ETFs
6.26K
New
$66.93 - $69.17 $419K - $433K
6.26K $428K
BALT
Innovator Etfs Tr
12.1K
New
$32.7 - $33.07 $397K - $401K
12.1K $400K
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
3.96K
New
$100.33 - $100.69 $397K - $399K
3.96K $397K
TQQQ
Proshares Ultrapro Qqq

ETFs
3.65K
+ 101.39%
$97.07 - $120.61 $354K - $440K
7.25K $759K
AMZN
Amazon Com Inc

Consumer Cyclical
509
+ 2.96%
$213.04 - $254.0 $108K - $129K
17.7K $4.15M
JEPI
J P Morgan Exchange Traded Fd

ETFs
6.24K
+ 17.84%
$56.0 - $57.6 $349K - $359K
41.2K $2.34M
FDVV
Fidelity High Dividend ETF

ETFs
5.73K
New
$54.66 - $56.68 $313K - $325K
5.73K $321K
IEMG
Ishares Inc

ETFs
5.75K
+ 16.09%
N/A
41.5K $2.23M
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
6.33K
+ 6.08%
$46.85 - $47.44 $296K - $300K
110K $5.18M
IAU
Ishares Gold Trust

ETFs
2.71K
+ 17.27%
$72.65 - $82.5 $197K - $223K
18.4K $1.41M
NOC
Northrop Grumman Corp

Industrials
490
New
$558.0 - $637.95 $273K - $313K
490 $275K
BA
Boeing CO

Industrials
1.42K
New
$191.81 - $225.32 $273K - $320K
1.42K $272K
BLV
Vanguard Bd Index Fd Inc Long

ETFs
4.41K
+ 6.66%
$70.19 - $72.57 $310K - $320K
70.7K $4.96M
REZ
Ishares Tr Residential And Mul

ETFs
3.51K
+ 6.66%
$81.26 - $85.37 $285K - $300K
56.3K $4.75M
AMD
Advanced Micro Devices Inc

Technology
62
+ 2.03%
$164.01 - $264.33 $10.2K - $16.4K
3.12K $749K
ICVT
Ishares Tr Convertible Bond Et

ETFs
2.56K
New
$98.1 - $103.73 $251K - $265K
2.56K $250K
XLG
Invesco Exchange Traded Fd Tr

ETFs
4.23K
New
$56.5 - $60.52 $239K - $256K
4.23K $248K
IWR
Ishares Russell Mid Cap ETF

ETFs
2.55K
New
$94.02 - $97.61 $240K - $249K
2.55K $241K
UPS
United Parcel Service Inc

Industrials
50
+ 0.23%
$82.87 - $97.4 $4.14K - $4.87K
22.1K $2.08M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
3.05K
+ 4.07%
$77.73 - $78.84 $237K - $241K
77.9K $6.07M
IDEV
Ishares Core Msci Intl Develop

ETFs
2.69K
New
$79.1 - $82.39 $213K - $222K
2.69K $218K
JXN
Jackson Financial Inc.

Financial Services
2.2K
New
$92.13 - $103.82 $202K - $228K
2.2K $207K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
4.08K
+ 63.93%
$49.98 - $50.59 $204K - $206K
10.5K $525K
SBUX
Starbucks Corp

Consumer Cyclical
2.41K
New
$78.46 - $87.26 $189K - $210K
2.41K $204K
TSLA
Tesla, Inc.

Consumer Cyclical
661
+ 35.46%
$401.99 - $468.37 $266K - $310K
2.53K $1.03M
APH
Amphenol Corp

Technology
1.52K
New
$121.7 - $143.85 $185K - $218K
1.52K $202K
GLW
Corning Inc

Technology
2.43K
+ 58.48%
$82.06 - $90.29 $199K - $219K
6.58K $539K
OKE
Oneok Inc

Energy
2.81K
New
$64.31 - $72.98 $181K - $205K
2.81K $197K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
1.35K
+ 2.96%
$137.47 - $143.13 $185K - $193K
47K $6.62M
CEG
Constellation Energy Corp

Utilities
569
New
$335.74 - $401.43 $191K - $228K
569 $192K
KRE
Spdr S&P Regional Banking ETF

ETFs
3.14K
New
$58.14 - $64.09 $183K - $201K
3.14K $191K
Activity Summary
Buys All Purchases 190 New Holdings 28 Increased Positions 162 Sells All Sells 133 Reductions 133 Sold out 0 Options Calls 2 Puts 2
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