Sovereign Financial Group, Inc. Purchases in Q4 2024

Sovereign Financial Group, Inc.

  • $426 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
IONQ
Ion Q, Inc.

Technology
4.04K
+ 13.29%
$8.17 - $48.24 $33K - $195K
34.5K $1.44M
QQQ
Invesco Qqq Trust, Series 1

ETFs
557
+ 1.61%
$481.22 - $538.17 $268K - $300K
35.2K $18M
AAPL
Apple Inc.

Technology
377
+ 0.7%
$221.69 - $259.02 $83.6K - $97.7K
54.2K $13.6M
GOOGL
Alphabet Inc.

Communication Services
130
+ 0.35%
$161.86 - $196.66 $21K - $25.6K
37.3K $7.07M
BBAI
Big Bear.Ai Holdings, Inc.

Technology
175K
+ 699.26%
$1.38 - $4.81 $241K - $841K
200K $889K
SPY
Spdr S&P 500 ETF Trust

ETFs
271
+ 0.66%
$567.81 - $607.81 $154K - $165K
41.5K $24.3M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
2.89K
+ 201.46%
$201.32 - $217.44 $582K - $629K
4.33K $895K
IUS
Invesco Ex Traded Self Indx Fd

ETFs
10.6K
+ 40.41%
$49.39 - $52.31 $524K - $555K
36.9K $1.83M
AVGO
Broadcom Inc.

Technology
778
+ 15.12%
$159.67 - $250.0 $124K - $195K
5.92K $1.37M
IGLB
Ishares 10+ Year Investment Gr

ETFs
9.16K
New
$49.36 - $53.72 $452K - $492K
9.16K $452K
IGOV
Ishares 1 3 International Trea

ETFs
9.92K
+ 155.79%
$38.42 - $41.79 $381K - $415K
16.3K $626K
TFLO
Ishares Treasury Floating Rate

ETFs
6.94K
+ 27.93%
$50.37 - $50.63 $350K - $352K
31.8K $1.61M
USXF
Ishares Esg Advanced Msci Usa

Technology
6.66K
New
$48.45 - $52.57 $323K - $350K
6.66K $330K
JPM
Jpmorgan Chase & CO

Financial Services
667
+ 11.94%
$205.18 - $250.29 $137K - $167K
6.26K $1.5M
TSLA
Tesla, Inc.

Consumer Cyclical
50
+ 2.57%
$213.65 - $479.86 $10.7K - $24K
2K $806K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
2.38K
+ 6.96%
$126.68 - $134.74 $301K - $320K
36.5K $4.66M
VCIT
Vanguard Intermediate Term Cor

ETFs
3.57K
+ 84.9%
$80.13 - $83.77 $286K - $299K
7.76K $623K
VTI
Vanguard Total Stock Market Et

ETFs
868
+ 37.49%
$280.04 - $302.45 $243K - $263K
3.18K $922K
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
3.5K
New
$47.29 - $84.74 $165K - $296K
3.5K $260K
VTV
Vanguard Value ETF

ETFs
4.45K
+ 4.62%
$168.32 - $181.87 $748K - $808K
101K $17M
PLTR
Palantir Technologies Inc.

Technology
3.12K
New
$36.46 - $82.38 $114K - $257K
3.12K $235K
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
5.77K
+ 10.64%
$74.5 - $78.37 $430K - $452K
60K $4.48M
IWY
Ishares Tr Russell 200 Growth

ETFs
536
+ 7.62%
$216.72 - $244.71 $116K - $131K
7.57K $1.78M
QUBT
Quantum Computing Inc.

Technology
12.7K
New
$0.64 - $21.61 $8.1K - $273K
12.7K $220K
NFLX
Netflix Inc

Communication Services
153
+ 34.77%
$687.65 - $936.56 $105K - $143K
593 $528K
RGTI
Rigetti Computing, Inc.

Technology
14.1K
New
$0.74 - $17.08 $10.4K - $241K
14.1K $216K
IAU
Ishares Gold Trust

ETFs
4.3K
+ 70.74%
$48.37 - $52.65 $208K - $227K
10.4K $514K
WFC
Wells Fargo & Company

Financial Services
2.99K
New
$54.98 - $77.35 $164K - $231K
2.99K $210K
DSI
Ishares Msci Kld 400 Social Et

ETFs
1.76K
+ 86.47%
$107.41 - $115.71 $189K - $204K
3.8K $419K
SPGP
Invesco Exchange Traded Fd Tr

ETFs
1.84K
+ 10.93%
$103.6 - $112.52 $190K - $206K
18.6K $1.95M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
6.48K
+ 4.81%
$48.33 - $49.08 $313K - $318K
141K $6.84M
QBTS
D Wave Quantum Inc.

Technology
21.3K
New
$0.89 - $9.91 $19K - $211K
21.3K $178K
TT
Trane Technologies PLC

Industrials
547
+ 42.08%
$369.35 - $419.14 $202K - $229K
1.85K $682K
SHV
Ishares Tr

ETFs
1.59K
+ 30.83%
$109.92 - $110.57 $175K - $176K
6.75K $743K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
144
+ 1.84%
$521.84 - $558.82 $75.1K - $80.5K
7.98K $4.3M
RDVY
First Trust Rising Dividend Ac

ETFs
2.86K
+ 2.49%
$58.65 - $64.37 $168K - $184K
118K $6.96M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
11.4K
+ 415.84%
$26.93 - $84.95 $306K - $965K
14.1K $385K
WMT
Walmart Inc.

Consumer Defensive
902
+ 12.93%
$79.1 - $95.7 $71.3K - $86.3K
7.88K $711K
EPD
Enterprise Products Partners L.P.

Energy
3.8K
+ 35.62%
$28.66 - $34.43 $109K - $131K
14.5K $453K
MBB
Ishares Tr

ETFs
1.89K
+ 23.05%
$91.26 - $95.82 $173K - $181K
10.1K $926K
VGM
Invesco Trust For Investment Grade Municipals

Financial Services
14.3K
+ 130.53%
$9.82 - $10.6 $140K - $151K
25.2K $254K
VB
Vanguard Small Cap ETF

ETFs
239
+ 0.91%
$233.76 - $261.58 $55.9K - $62.5K
26.5K $6.37M
VONG
Vanguard Russell 1000 Growth E

ETFs
817
+ 13.61%
$95.27 - $107.82 $77.8K - $88.1K
6.82K $704K
BND
Vanguard Bd Index Fd Inc Total

ETFs
2.02K
+ 19.1%
$71.75 - $75.11 $145K - $152K
12.6K $907K
AOA
Ishares Tr Core Aggressive All

ETFs
1.49K
+ 36.27%
$76.61 - $79.88 $114K - $119K
5.58K $427K
ESGU
Ishares Trust Ishares Esg Awar

ETFs
676
+ 16.52%
$124.61 - $133.96 $84.2K - $90.6K
4.77K $614K
NXDT
Nexpoint Diversified Real Estate Trust

Financial Services
15K
+ 71.72%
$5.19 - $7.23 $77.8K - $108K
35.9K $218K
HDV
Ishares Core High Dividend ETF

ETFs
997
+ 21.94%
$110.82 - $121.28 $110K - $121K
5.54K $622K
IEFA
Ishares Tr

ETFs
3.19K
+ 17.34%
$70.06 - $77.43 $223K - $247K
21.6K $1.52M
Activity Summary
Buys All Purchases 150 New Holdings 15 Increased Positions 135 Sells All Sells 121 Reductions 121 Sold out 0 Options Calls 0 Puts 0
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