Sovereign Financial Group, Inc. Purchases in Q1 2025

Sovereign Financial Group, Inc.

  • $425 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
AOK
Ishares Tr Core Conservative A

ETFs
2.78K
+ 33.86%
$36.86 - $38.15 $103K - $106K
11K $413K
SLV
I Shares Silver Trust

ETFs
1.19K
+ 8.07%
$26.93 - $31.32 $32K - $37.2K
15.9K $492K
TFLO
Ishares Treasury Floating Rate

ETFs
1.89K
+ 5.93%
$50.48 - $50.68 $95.3K - $95.6K
33.7K $1.71M
CVX
Chevron Corp

Energy
207
+ 7.7%
$146.71 - $167.97 $30.4K - $34.8K
2.9K $484K
JNJ
Johnson & Johnson

Healthcare
69
+ 1.79%
$142.06 - $167.7 $9.8K - $11.6K
3.93K $651K
UNH
Unitedhealth Group Inc

Healthcare
97
+ 4.66%
$461.52 - $548.18 $44.8K - $53.2K
2.18K $1.14M
IUS
Invesco Ex Traded Self Indx Fd

ETFs
2.26K
+ 6.13%
$48.25 - $52.09 $109K - $118K
39.1K $1.92M
XLK
Technology Sector Spdr

ETFs
645
+ 33.65%
$206.38 - $242.18 $133K - $156K
2.56K $528K
VHT
Vanguard Health Care ETF

ETFs
271
+ 24.15%
$254.06 - $273.83 $68.9K - $74.2K
1.39K $366K
SGOL
Abrdn Gold ETF Trust

ETFs
630
+ 4.66%
$25.14 - $29.82 $15.8K - $18.8K
14.1K $415K
COST
Costco Wholesale Corp

Consumer Defensive
12
+ 0.7%
$890.62 - $1076.86 $10.7K - $12.9K
1.73K $1.63M
MOAT
Vaneck Morningstar Wide Moat E

ETFs
723
+ 8.6%
N/A
9.13K $783K
MCD
Mcdonalds Corp

Consumer Cyclical
26
+ 1.11%
$279.74 - $321.29 $7.27K - $8.35K
2.38K $742K
EPD
Enterprise Products Partners L.P.

Energy
500
+ 3.46%
$31.75 - $34.14 $15.9K - $17.1K
15K $510K
VPU
Vanguard Utilities ETF

ETFs
55
+ 0.68%
$161.24 - $173.33 $8.87K - $9.53K
8.15K $1.38M
PLTR
Palantir Technologies Inc.

Technology
312
+ 10.02%
$64.98 - $124.62 $20.3K - $38.9K
3.43K $289K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
148
+ 6.8%
$408.78 - $448.82 $60.5K - $66.4K
2.32K $975K
DE
Deere & CO

Industrials
3
+ 0.29%
$408.57 - $509.27 $1.23K - $1.53K
1.05K $492K
FNDX
Schwab Fundamental U S Large C

ETFs
2.3K
+ 6.51%
$23.03 - $25.01 $53.1K - $57.6K
37.7K $880K
ASML
Asml Holding Nv

Technology
82
+ 17.23%
$662.63 - $776.99 $54.3K - $63.7K
558 $369K
IWM
Ishares Russell 2000 ETF

ETFs
332
+ 20.16%
$198.1 - $229.79 $65.8K - $76.3K
1.98K $396K
ESS
Essex Property Trust, Inc.

Real Estate
117
+ 13.65%
N/A
974 $265K
CMC
Commercial Metals CO

Basic Materials
1.39K
+ 13.71%
$43.22 - $53.05 $59.9K - $73.5K
11.5K $530K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
940
+ 6.67%
$27.01 - $28.54 $25.4K - $26.8K
15K $414K
F
Ford Motor CO

Consumer Cyclical
2.34K
+ 7.43%
$9.12 - $10.43 $21.4K - $24.4K
33.9K $340K
OHI
Omega Healthcare Investors Inc

Real Estate
625
+ 7.05%
$35.7 - $38.33 $22.3K - $24K
9.49K $361K
O
Realty Income Corp

Real Estate
26
+ 0.5%
$51.67 - $58.49 $1.34K - $1.52K
5.23K $303K
IXUS
Ishares Tr

ETFs
125
+ 3.04%
$65.06 - $72.31 $8.13K - $9.04K
4.24K $297K
PEP
Pepsico Inc

Consumer Defensive
206
+ 4.79%
$142.64 - $156.42 $29.4K - $32.2K
4.5K $675K
VGM
Invesco Trust For Investment Grade Municipals

Financial Services
2.73K
+ 10.84%
$9.88 - $10.25 $27K - $28K
27.9K $276K
VSMV
Victoryshares Us Multifactor M

ETFs
492
+ 1.72%
$46.86 - $49.75 $23.1K - $24.5K
29.1K $1.39M
XLV
Select Sector Spdr Fund Health

ETFs
40
+ 2.29%
$137.61 - $149.68 $5.5K - $5.99K
1.79K $258K
MEGI
Main Stay Cbre Global Infrastructure Megatrends Fund

ETFs
37
+ 0.24%
$12.14 - $13.31 $449 - $492
15.4K $204K
COP
Conocophillips

Energy
2
+ 0.08%
$88.6 - $105.85 $177 - $212
2.66K $279K
UITB
Usaa ETF Tr Core Intermediate

ETFs
63
+ 0.53%
$45.41 - $47.18 $2.86K - $2.97K
11.9K $554K
USXF
Ishares Esg Advanced Msci Usa

Technology
740
+ 11.12%
$46.38 - $52.65 $34.3K - $39K
7.4K $343K
NOBL
Proshares S&P 500 Dividend Ari

ETFs
60
+ 1.41%
$97.38 - $104.52 $5.84K - $6.27K
4.32K $435K
OUSA
Alps ETF Tr Oshares U S Qualit

ETFs
238
+ 1.06%
$51.94 - $55.24 $12.4K - $13.1K
22.6K $1.2M
SHV
Ishares Tr

ETFs
45
+ 0.67%
$110.11 - $110.51 $4.95K - $4.97K
6.79K $750K
HRL
Hormel Foods Corp

Consumer Defensive
458
+ 2.65%
$28.29 - $31.52 $13K - $14.4K
17.7K $548K
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
36
+ 0.36%
$42.18 - $45.16 $1.52K - $1.63K
10.1K $440K
GHYB
Gs ETF Tr Access High Yield CO

ETFs
118
+ 1.41%
$44.26 - $45.22 $5.22K - $5.34K
8.5K $378K
NEA
Nuveen Amt Free Quality Municipal Income Fund

Financial Services
653
+ 4.33%
$11.13 - $11.61 $7.27K - $7.58K
15.7K $175K
VIG
Vanguard Dividend Appreciation

ETFs
34
+ 0.6%
N/A
5.7K $1.04M
OPK
Opko Health, Inc.

Healthcare
10
+ 0.05%
$1.45 - $1.94 $14.5 - $19.4
20.1K $34K
QCOM
Qualcomm Inc

Technology
24
+ 0.58%
$151.94 - $175.86 $3.65K - $4.22K
4.17K $640K
NSC
Norfolk Southern Corp

Industrials
4
+ 0.39%
$227.69 - $259.76 $911 - $1.04K
1.03K $244K
TOL
Toll Brothers, Inc.

Consumer Cyclical
474
+ 20.64%
$103.02 - $140.69 $48.8K - $66.7K
2.77K $292K
CAT
Caterpillar Inc

Industrials
189
+ 10.51%
$326.75 - $407.63 $61.8K - $77K
1.99K $655K
Activity Summary
Buys All Purchases 145 New Holdings 14 Increased Positions 131 Sells All Sells 124 Reductions 124 Sold out 0 Options Calls 0 Puts 1
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