Sovereign Financial Group, Inc. Reduced Holdings in Q1 2025

Sovereign Financial Group, Inc.

  • $425 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
CSCO
Cisco Systems, Inc.

Technology
-225
- 2.22%
$58.74 - $64.87 $13.2K - $14.6K
9.9K $611K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-166
- 2.17%
$87.68 - $94.52 $14.6K - $15.7K
7.48K $694K
IEFA
Ishares Tr

ETFs
-1.5K
- 6.96%
$69.57 - $78.65 $104K - $118K
20.1K $1.53M
TRV
Travelers Companies, Inc.

Financial Services
-16
- 1.63%
$232.43 - $265.13 $3.72K - $4.24K
964 $254K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
-24
- 0.44%
$58.01 - $64.46 $1.39K - $1.55K
5.43K $339K
INTC
Intel Corp

Technology
-579
- 4.77%
$19.1 - $27.39 $11.1K - $15.9K
11.6K $262K
VLO
Valero Energy Corp

Energy
-9
- 0.3%
$121.76 - $142.99 $1.1K - $1.29K
3.04K $401K
BMY
Bristol Myers Squibb CO

Healthcare
-434
- 3.05%
$53.9 - $63.11 $23.4K - $27.4K
13.8K $840K
VZ
Verizon Communications Inc

Communication Services
-574
- 4.92%
$37.81 - $46.49 $21.7K - $26.7K
11.1K $502K
LLY
Eli Lilly & CO

Healthcare
-4
- 0.53%
$725.72 - $929.72 $2.9K - $3.72K
744 $614K
OTIS
Otis Worldwide Corp

Industrials
-57
- 1.25%
$90.77 - $104.01 $5.17K - $5.93K
4.51K $464K
DTE
Dte Energy CO

Utilities
-2
- 0.06%
$117.6 - $138.27 $235 - $277
3.34K $462K
ALL
Allstate Corp

Financial Services
-23
- 0.45%
$180.99 - $210.18 $4.16K - $4.83K
5.03K $1.04M
AMGN
Amgen Inc

Healthcare
-25
- 1.54%
$258.59 - $327.36 $6.46K - $8.18K
1.6K $498K
RTX
Raytheon Technologies Corp

Industrials
-143
- 2.4%
$114.1 - $135.66 $16.3K - $19.4K
5.82K $770K
IBM
International Business Machines Corp

Technology
-219
- 4.54%
$217.4 - $264.74 $47.6K - $58K
4.6K $1.14M
GE
General Electric CO

Industrials
-5
- 0.19%
$168.59 - $212.13 $843 - $1.06K
2.7K $539K
KMB
Kimberly Clark Corp

Consumer Defensive
-159
- 1.55%
$124.46 - $147.4 $19.8K - $23.4K
10.1K $1.44M
EFA
Ishares Tr Msci Eafe ETF

ETFs
-63
- 0.42%
$74.85 - $84.89 $4.72K - $5.35K
14.8K $1.22M
KO
Coca Cola CO

Consumer Defensive
-33
- 0.28%
$60.81 - $72.32 $2.01K - $2.39K
11.7K $840K
PM
Philip Morris International Inc.

Consumer Defensive
-80
- 2.5%
$117.15 - $158.79 $9.37K - $12.7K
3.12K $495K
SO
Southern CO

Utilities
-2.31K
- 5.86%
$80.96 - $92.96 $187K - $214K
37.1K $3.41M
GLD
Spdr Gold Trust

ETFs
-9
- 0.14%
$243.19 - $288.14 $2.19K - $2.59K
6.47K $1.86M
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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