Sovereign Investment Advisors, LLC Purchases in Q4 2024

Sovereign Investment Advisors, LLC

  • $317 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
COP
Conocophillips

Energy
2.36K
New
$95.12 - $114.72 $224K - $270K
2.36K $233K
BIIB
Biogen Inc.

Healthcare
1.52K
New
$146.47 - $191.55 $223K - $291K
1.52K $232K
ACN
Accenture PLC

Technology
653
New
$343.9 - $376.86 $225K - $246K
653 $229K
ETN
Eaton Corp PLC

Industrials
686
New
$326.96 - $377.52 $224K - $259K
686 $227K
TAP
Molson Coors Beverage CO

Consumer Defensive
3.95K
New
$53.97 - $63.88 $213K - $252K
3.95K $226K
CL
Colgate Palmolive CO

Consumer Defensive
2.48K
New
$90.22 - $102.31 $224K - $254K
2.48K $225K
CBOE
Cboe Global Markets, Inc.

Financial Services
1.15K
New
$191.61 - $217.84 $220K - $250K
1.15K $224K
LLY
Eli Lilly & CO

Healthcare
284
New
$727.2 - $932.06 $207K - $265K
284 $219K
NFLX
Netflix Inc

Communication Services
244
New
$687.65 - $936.56 $168K - $229K
244 $217K
SSNC
Ss&C Technologies Holdings Inc

Technology
2.85K
New
$69.93 - $77.36 $199K - $220K
2.85K $215K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
2.5K
+ 18.45%
$77.86 - $79.27 $194K - $198K
16K $1.25M
F
Ford Motor CO

Consumer Cyclical
14.9K
New
$9.69 - $11.4 $144K - $169K
14.9K $147K
IEMG
Ishares Inc

ETFs
1.53K
+ 2.01%
N/A
77.6K $4.16M
TFLO
Ishares Treasury Floating Rate

ETFs
1.64K
+ 1.56%
$50.37 - $50.63 $82.7K - $83.1K
107K $5.39M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
751
+ 1.59%
$91.29 - $91.8 $68.6K - $68.9K
47.9K $4.38M
DFAS
Dimensional ETF Tr U S Small C

ETFs
140
+ 2.7%
$63.58 - $71.15 $8.9K - $9.96K
5.33K $347K
Alps ETF Tr
126K
+ 50.24%
N/A
377K $0
Bny Mellon ETF Trust
63.1K
+ 25.15%
N/A
314K $0
South Bow Corp
11K
New
N/A
11K $0
HYG
Ishares Tr

ETFs
75
+ 0.79%
$78.09 - $80.04 $5.86K - $6K
9.61K $756K
JNK
Spdr Bloomberg High Yield Bond

ETFs
989
+ 2.2%
$94.77 - $97.36 $93.7K - $96.3K
45.9K $4.38M
IJT
Ishares S&P Small Cap 600 Grow

ETFs
30
+ 0.26%
$134.53 - $150.65 $4.04K - $4.52K
11.5K $1.56M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
649
+ 2.38%
$44.04 - $49.49 $28.6K - $32.1K
27.9K $1.23M
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
185
+ 0.27%
$69.58 - $74.87 $12.9K - $13.9K
68.5K $4.8M
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
2.12K
+ 1.31%
$45.17 - $47.23 $95.8K - $100K
164K $7.44M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
831
+ 1.26%
$96.64 - $101.23 $80.3K - $84.1K
66.5K $6.45M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
1.05K
+ 1.08%
$74.5 - $78.37 $78.2K - $82.2K
98.2K $7.34M
LVHD
Franklin U.S. Low Volatility H

ETFs
1.34K
+ 0.92%
$38.29 - $41.26 $51.2K - $55.2K
147K $5.64M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
759
+ 1.25%
$58.88 - $64.8 $44.7K - $49.2K
61.5K $3.62M
BND
Vanguard Bd Index Fd Inc Total

ETFs
1.72K
+ 0.96%
$71.75 - $75.11 $123K - $129K
180K $13M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
1.35K
+ 0.48%
$88.59 - $94.57 $120K - $128K
286K $25.4M
IEFA
Ishares Tr

ETFs
3.83K
+ 1.62%
$70.06 - $77.43 $268K - $296K
240K $16.9M
Activity Summary
Buys All Purchases 83 New Holdings 60 Increased Positions 23 Sells All Sells 1 Reductions 1 Sold out 0 Options Calls 0 Puts 0
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