Sovereign Financial Group, Inc. Sells in Q1 2025

Sovereign Financial Group, Inc.

  • $425 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
IVV
Ishares Core S&P 500 ETF

ETFs
-2.21K
- 7.15%
$554.06 - $615.85 $1.22M - $1.36M
28.7K $16M
NVDA
Nvidia Corp

Technology
-5.47K
- 13.71%
$106.98 - $149.43 $586K - $818K
34.5K $3.73M
IONQ
Ion Q, Inc.

Technology
-18K
- 52.23%
$18.27 - $51.07 $329K - $919K
16.5K $376K
EFG
Msci Eafe Growth ETF

ETFs
-8.75K
- 47.46%
$96.1 - $106.37 $841K - $931K
9.69K $977K
BBAI
Big Bear.Ai Holdings, Inc.

Technology
-153K
- 76.55%
$2.86 - $9.78 $437K - $1.5M
46.9K $142K
AMZN
Amazon Com Inc

Consumer Cyclical
-43
- 0.23%
$190.26 - $242.06 $8.18K - $10.4K
18.7K $3.55M
TQQQ
Proshares Ultrapro Qqq

ETFs
-4.96K
- 47.81%
$57.3 - $90.39 $284K - $449K
5.42K $310K
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
-898
- 11.8%
$211.47 - $267.17 $190K - $240K
6.71K $1.42M
GS
Goldman Sachs Group Inc

Financial Services
-688
- 65.15%
$524.81 - $672.19 $361K - $462K
368 $201K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-299
- 3.75%
$507.05 - $563.67 $152K - $169K
7.68K $3.93M
IVW
Ishares S&P 500 Growth ETF

ETFs
-936
- 3.73%
$92.45 - $106.69 $86.5K - $99.9K
24.1K $2.23M
PJAN
Innovator U.S. Equity Power Bu

ETFs
-6.97K
- 53.75%
$41.09 - $43.24 $286K - $301K
6K $248K
MGK
Vanguard Mega Cap Growth ETF

ETFs
-314
- 5.68%
$307.43 - $357.48 $96.5K - $112K
5.21K $1.61M
EFV
Msci Eafe Value ETF

ETFs
-8.68K
- 24.82%
$51.88 - $60.73 $451K - $527K
26.3K $1.56M
VTI
Vanguard Total Stock Market Et

ETFs
-750
- 23.56%
$271.18 - $303.12 $203K - $227K
2.43K $665K
META
Meta Platforms, Inc.

Communication Services
-350
- 10.41%
$576.36 - $736.67 $202K - $258K
3.01K $1.74M
IFRA
Ishares Tr

ETFs
-5.13K
- 46.33%
$44.8 - $49.25 $230K - $252K
5.94K $267K
MBB
Ishares Tr

ETFs
-2.64K
- 26.14%
$90.37 - $94.08 $239K - $249K
7.47K $699K
SCHG
Schwab Strategic Tr Us Large C

ETFs
-4.41K
- 12.36%
$24.91 - $29.02 $110K - $128K
31.3K $782K
SSO
Proshares Ultra S&P 500

ETFs
-208
- 1.14%
$80.57 - $100.21 $16.8K - $20.8K
18K $1.47M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
-24
- 0.16%
$126.86 - $146.45 $3.04K - $3.51K
15.3K $1.94M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
-1.66K
- 4.34%
$48.06 - $53.73 $80K - $89.4K
36.7K $1.78M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
-3.34K
- 21.98%
$54.25 - $57.64 $181K - $193K
11.9K $654K
SCHV
Schwab Strategic Tr Us Large C

ETFs
-6.63K
- 25.3%
$25.77 - $27.6 $171K - $183K
19.6K $515K
ETN
Eaton Corp PLC

Industrials
-291
- 21.07%
$271.83 - $371.23 $79.1K - $108K
1.09K $296K
TLT
Ishares Barclays 20+ Year Trea

ETFs
-1.92K
- 35.32%
$85.29 - $92.57 $164K - $178K
3.52K $316K
IYW
Ishares Dj Us Tech ETF

ETFs
-192
- 3.04%
$140.44 - $166.79 $27K - $32K
6.13K $862K
CSX
Csx Corp

Industrials
-1.26K
- 3.55%
$29.11 - $33.67 $36.8K - $42.5K
34.3K $1.01M
AMD
Advanced Micro Devices Inc

Technology
-777
- 25.78%
$96.63 - $129.55 $75.1K - $101K
2.24K $229K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-134
- 1.3%
$102.49 - $119.96 $13.7K - $16.1K
10.2K $1.06M
BX
Blackstone Inc.

Financial Services
-28
- 0.74%
$136.53 - $186.74 $3.82K - $5.23K
3.74K $522K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-1.17K
- 8.37%
$57.21 - $65.8 $66.6K - $76.7K
12.8K $742K
HD
Home Depot, Inc.

Consumer Cyclical
-115
- 3.28%
$347.25 - $424.87 $39.9K - $48.9K
3.39K $1.24M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-72
- 3.37%
$360.07 - $417.26 $25.9K - $30K
2.07K $744K
ORCL
Oracle Corp

Technology
-58
- 1.6%
$139.81 - $186.47 $8.11K - $10.8K
3.57K $499K
RNG
Ring Central, Inc.

Technology
-44
- 0.44%
$24.76 - $36.77 $1.09K - $1.62K
10K $248K
NOW
Service Now, Inc.

Technology
-2
- 0.54%
$783.83 - $1170.39 $1.57K - $2.34K
367 $292K
NXDT
Nexpoint Diversified Real Estate Trust

Financial Services
-3.71K
- 10.32%
$3.77 - $6.08 $14K - $22.5K
32.2K $121K
SPYG
Spdr Portfolio

ETFs
-72
- 0.64%
$80.05 - $92.39 $5.76K - $6.65K
11.2K $897K
BAC
Bank Of America Corp

Financial Services
-197
- 0.52%
$39.61 - $47.74 $7.8K - $9.4K
37.5K $1.56M
GIS
General Mills Inc

Consumer Defensive
-95
- 0.45%
$57.56 - $65.3 $5.47K - $6.2K
21.1K $1.26M
IGLB
Ishares 10+ Year Investment Gr

ETFs
-1.65K
- 18.01%
$48.32 - $51.22 $79.7K - $84.5K
7.51K $375K
ITOT
Ishares Core S&P Total U.S. St

ETFs
-9
- 0.09%
$120.29 - $134.6 $1.08K - $1.21K
10.2K $1.24M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-1.09K
- 7.37%
$77.7 - $78.94 $85K - $86.4K
13.8K $1.09M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-11
- 0.61%
$522.96 - $601.18 $5.75K - $6.61K
1.8K $962K
TT
Trane Technologies PLC

Industrials
-20
- 1.08%
$332.0 - $400.86 $6.64K - $8.02K
1.83K $615K
DIS
Walt Disney CO

Communication Services
-59
- 1.27%
$96.87 - $114.0 $5.72K - $6.73K
4.59K $453K
TGT
Target Corp

Consumer Defensive
-17
- 0.87%
$103.65 - $142.5 $1.76K - $2.42K
1.94K $202K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
-218
- 1.91%
$40.03 - $46.81 $8.73K - $10.2K
11.2K $454K
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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