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
TBIL
Rbb Fd Inc Us Treas 3 Month Bi
16.3K
+ 30.42%
N/A
70.1K $0
Concentra Group Holdings Par
20.3K
New
N/A
20.3K $0
ALCC
Alt C Acquisition Corp.

Financial Services
21.7K
New
N/A
21.7K $0
Blackrock Inc
322
New
N/A
322 $0
AINV
Apollo Investment Corp

Financial Services
34
+ 0.28%
N/A
12.1K $134K
AOR
Ishares Tr Core Growth Allocat

ETFs
136
+ 2.92%
$57.32 - $59.66 $7.8K - $8.11K
4.79K $274K
FDLO
Fidelity Covington Tr Low Vola

ETFs
18
+ 0.36%
$60.24 - $63.08 $1.08K - $1.14K
5.02K $304K
NEA
Nuveen Amt Free Quality Municipal Income Fund

Financial Services
528
+ 3.63%
$11.1 - $12.03 $5.86K - $6.35K
15.1K $169K
ADI
Analog Devices Inc

Technology
92
+ 6.37%
$206.35 - $236.48 $19K - $21.8K
1.54K $326K
VIOO
Vanguard S&P Small Cap 600 ETF

ETFs
45
+ 0.9%
$105.45 - $117.99 $4.75K - $5.31K
5.04K $534K
SBUX
Starbucks Corp

Consumer Cyclical
22
+ 0.98%
$87.44 - $102.5 $1.92K - $2.26K
2.28K $207K
OUSA
Alps ETF Tr Oshares U S Qualit

ETFs
113
+ 0.51%
$53.0 - $55.5 $5.99K - $6.27K
22.4K $1.19M
TOL
Toll Brothers, Inc.

Consumer Cyclical
325
+ 16.49%
$123.8 - $167.8 $40.2K - $54.5K
2.3K $289K
F
Ford Motor CO

Consumer Cyclical
224
+ 0.71%
$9.69 - $11.4 $2.17K - $2.55K
31.6K $312K
VFVA
Vanguard Wellington Fd U S Val

ETFs
82
+ 0.64%
$117.34 - $130.02 $9.62K - $10.7K
12.9K $1.53M
UITB
Usaa ETF Tr Core Intermediate

ETFs
71
+ 0.61%
$45.83 - $48.07 $3.25K - $3.41K
11.8K $541K
EFA
Ishares Tr Msci Eafe ETF

ETFs
1.16K
+ 8.48%
$75.1 - $82.99 $87K - $96.2K
14.8K $1.12M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
5
+ 0.07%
$238.25 - $261.28 $1.19K - $1.31K
7.61K $1.84M
VHT
Vanguard Health Care ETF

ETFs
25
+ 2.28%
$250.81 - $283.3 $6.27K - $7.08K
1.12K $284K
XLV
Select Sector Spdr Fund Health

ETFs
8
+ 0.46%
$136.28 - $154.74 $1.09K - $1.24K
1.75K $240K
NOBL
Proshares S&P 500 Dividend Ari

ETFs
34
+ 0.8%
$99.2 - $108.47 $3.37K - $3.69K
4.26K $424K
VNQ
Vanguard Specialized Funds Van

ETFs
275
+ 4.42%
$87.85 - $98.6 $24.2K - $27.1K
6.5K $578K
LLY
Eli Lilly & CO

Healthcare
65
+ 9.52%
$727.2 - $932.06 $47.3K - $60.6K
748 $577K
IUSV
Ishares Core S&P U.S. Value Et

ETFs
150
+ 0.98%
$91.94 - $100.02 $13.8K - $15K
15.5K $1.43M
D
Dominion Energy, Inc

Utilities
594
+ 3.73%
$52.63 - $60.92 $31.3K - $36.2K
16.5K $889K
WPC
W. P. Carey Inc.

Real Estate
67
+ 1.51%
$53.44 - $61.33 $3.58K - $4.11K
4.51K $245K
MCD
Mcdonalds Corp

Consumer Cyclical
4
+ 0.17%
$288.47 - $316.54 $1.15K - $1.27K
2.35K $681K
SCHV
Schwab Strategic Tr Us Large C

ETFs
17.3K
+ 193.91%
$25.79 - $80.4 $446K - $1.39M
26.2K $683K
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
31
+ 0.7%
$79.93 - $88.06 $2.48K - $2.73K
4.47K $357K
DD
Du Pont De Nemours, Inc.

Basic Materials
14
+ 0.52%
$75.95 - $88.05 $1.06K - $1.23K
2.73K $207K
VZ
Verizon Communications Inc

Communication Services
492
+ 4.41%
$39.6 - $45.21 $19.5K - $22.2K
11.7K $466K
CL
Colgate Palmolive CO

Consumer Defensive
146
+ 3.59%
$90.22 - $102.31 $13.2K - $14.9K
4.22K $383K
EEM
Ishares Msci Emerging Markets

ETFs
950
+ 4.79%
$41.82 - $47.36 $39.7K - $45K
20.8K $868K
CAT
Caterpillar Inc

Industrials
25
+ 1.41%
$360.37 - $416.88 $9.01K - $10.4K
1.8K $652K
NEAR
Blackrock Short Maturity Bond

ETFs
58
+ 0.1%
$50.28 - $51.08 $2.92K - $2.96K
60.2K $3.04M
EFG
Msci Eafe Growth ETF

ETFs
1.46K
+ 8.62%
$96.83 - $106.88 $142K - $156K
18.4K $1.79M
HD
Home Depot, Inc.

Consumer Cyclical
14
+ 0.4%
$385.02 - $431.37 $5.39K - $6.04K
3.5K $1.36M
CMC
Commercial Metals CO

Basic Materials
10
+ 0.1%
$49.22 - $63.32 $492 - $633
10.1K $501K
QCOM
Qualcomm Inc

Technology
87
+ 2.14%
$150.4 - $178.04 $13.1K - $15.5K
4.14K $636K
GE
General Electric CO

Industrials
30
+ 1.12%
$159.95 - $194.23 $4.8K - $5.83K
2.7K $450K
ASML
Asml Holding Nv

Technology
8
+ 1.71%
$658.43 - $872.27 $5.27K - $6.98K
476 $329K
XOM
Exxon Mobil Corp

Energy
1.29K
+ 6.14%
$105.51 - $125.37 $136K - $161K
22.2K $2.39M
PSA
Public Storage

Real Estate
9
+ 0.82%
$289.33 - $360.21 $2.6K - $3.24K
1.1K $329K
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
103
+ 0.68%
$55.45 - $61.08 $5.71K - $6.29K
15.2K $842K
EFV
Msci Eafe Value ETF

ETFs
184
+ 0.53%
$51.78 - $57.15 $9.53K - $10.5K
35K $1.84M
ED
Consolidated Edison Inc

Utilities
459
+ 2.3%
$88.87 - $107.38 $40.8K - $49.3K
20.4K $1.82M
REZ
Ishares Tr Residential And Mul

ETFs
145
+ 0.33%
$79.04 - $89.77 $11.5K - $13K
43.5K $3.53M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
2.79K
+ 1.59%
$44.04 - $49.49 $123K - $138K
178K $7.86M
VEA
Vanguard Ftse Developed Market

ETFs
7.31K
+ 1.64%
$47.57 - $52.44 $348K - $383K
452K $21.6M
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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