Sovereign Financial Group, Inc. Incresed Positions in Q1 2025

Sovereign Financial Group, Inc.

  • $425 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VEA
Vanguard Ftse Developed Market

ETFs
38.8K
+ 8.57%
$47.4 - $52.99 $1.84M - $2.05M
491K $25.2M
VTV
Vanguard Value ETF

ETFs
6.41K
+ 6.38%
$167.73 - $179.21 $1.08M - $1.15M
107K $18.3M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
19.9K
+ 14.08%
$48.43 - $49.9 $963K - $992K
161K $8.03M
BNDX
Vanguard Total International B

ETFs
20.5K
+ 11.49%
$48.33 - $49.5 $993K - $1.02M
199K $9.73M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
9.2K
+ 8.53%
$76.94 - $78.28 $708K - $720K
117K $9.16M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
1.12K
+ 40.92%
$442.66 - $534.52 $494K - $596K
3.84K $2.02M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
11.2K
+ 6.29%
$42.5 - $46.71 $477K - $524K
190K $8.6M
BLV
Vanguard Bd Index Fd Inc Long

ETFs
9.01K
+ 17.54%
$66.9 - $71.57 $602K - $644K
60.3K $4.22M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
7.32K
+ 12.2%
$73.78 - $76.59 $540K - $560K
67.3K $5.14M
REZ
Ishares Tr Residential And Mul

ETFs
4.62K
+ 10.61%
$78.21 - $88.48 $361K - $409K
48.2K $4.13M
OEF
Ishares S&P 100 ETF

ETFs
2.27K
+ 217.98%
N/A
3.31K $879K
NFLX
Netflix Inc

Communication Services
613
+ 103.37%
$828.4 - $1058.6 $508K - $649K
1.21K $1.12M
ED
Consolidated Edison Inc

Utilities
194
+ 0.95%
$88.0 - $110.59 $17.1K - $21.5K
20.6K $2.28M
GSY
Invesco Actively Mngd ETF Tr U

ETFs
9.09K
+ 27.54%
$50.03 - $50.27 $455K - $457K
42.1K $2.11M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
8.8K
+ 30.71%
$50.39 - $50.66 $443K - $446K
37.4K $1.9M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
3.35K
+ 9.18%
$126.11 - $135.06 $423K - $453K
39.8K $5.08M
IVE
Ishares S&P 500 Value ETF

ETFs
2K
+ 32.77%
$185.78 - $198.58 $371K - $397K
8.1K $1.53M
IAU
Ishares Gold Trust

ETFs
3.94K
+ 37.95%
$49.74 - $58.96 $196K - $232K
14.3K $844K
XOM
Exxon Mobil Corp

Energy
385
+ 1.73%
$105.44 - $118.93 $40.6K - $45.8K
22.6K $2.69M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
5.04K
+ 16.09%
$51.52 - $52.37 $260K - $264K
36.4K $1.9M
IEMG
Ishares Inc

ETFs
5.19K
+ 33.78%
N/A
20.5K $1.1M
NEAR
Blackrock Short Maturity Bond

ETFs
4.7K
+ 7.8%
$50.4 - $50.89 $237K - $239K
64.9K $3.3M
AEP
American Electric Power CO Inc

Utilities
1.59K
+ 36.44%
$90.32 - $109.27 $144K - $174K
5.96K $651K
HGLB
Highland Global Allocation Fund

N/A
5.52K
+ 4.82%
$7.06 - $8.36 $38.9K - $46.1K
120K $1M
RDVY
First Trust Rising Dividend Ac

ETFs
5.61K
+ 4.77%
$57.22 - $63.39 $321K - $355K
123K $7.15M
PG
Procter & Gamble CO

Consumer Defensive
987
+ 20.69%
$158.56 - $176.26 $156K - $174K
5.76K $981K
JEPI
J P Morgan Exchange Traded Fd

ETFs
3.53K
+ 14.95%
$56.17 - $59.71 $198K - $210K
27.1K $1.54M
CHD
Church & Dwight CO Inc

Consumer Defensive
437
+ 2.53%
$101.42 - $113.2 $44.3K - $49.5K
17.7K $1.95M
XLE
Energy Sector Spdr

ETFs
1.12K
+ 20.33%
$85.7 - $93.96 $95.9K - $105K
6.62K $612K
JPM
Jpmorgan Chase & CO

Financial Services
424
+ 6.78%
$225.19 - $279.95 $95.5K - $119K
6.68K $1.64M
QUAL
Ishares Msci Usa Quality Facto

ETFs
1.38K
+ 11.85%
$168.16 - $186.21 $232K - $257K
13K $2.21M
XLU
Utilities Sector Spdr

ETFs
1.45K
+ 20.05%
$74.7 - $80.27 $108K - $116K
8.68K $676K
MU
Micron Technology Inc

Technology
1.27K
+ 20.25%
$86.89 - $109.38 $111K - $139K
7.56K $656K
MA
Mastercard Inc

Financial Services
18
+ 0.34%
$504.67 - $576.31 $9.08K - $10.4K
5.37K $2.94M
GLDM
World Gold Trust

ETFs
306
+ 3.04%
$52.19 - $61.89 $16K - $18.9K
10.4K $633K
DFIV
Dimensional ETF Tr

ETFs
268
+ 1.14%
$35.33 - $40.77 $9.47K - $10.9K
23.7K $941K
ABBV
Abb Vie Inc.

Healthcare
12
+ 0.36%
$169.2 - $216.66 $2.03K - $2.6K
3.3K $691K
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
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
610
+ 13.66%
$78.97 - $85.82 $48.2K - $52.4K
5.08K $422K
MOAT
Vaneck Morningstar Wide Moat E

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