Sovereign Financial Group, Inc. Purchases in Q2 2025

Sovereign Financial Group, Inc.

  • $470 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
VEA
Vanguard Ftse Developed Market

ETFs
10.9K
+ 2.22%
$45.65 - $57.01 $498K - $622K
502K $28.6M
QQQ
Invesco Qqq Trust, Series 1

ETFs
39
+ 0.11%
$416.06 - $551.64 $16.2K - $21.5K
35.5K $19.6M
IVV
Ishares Core S&P 500 ETF

ETFs
318
+ 1.11%
$498.8 - $620.9 $159K - $197K
29K $18M
NVDA
Nvidia Corp

Technology
323
+ 0.94%
$94.31 - $157.99 $30.5K - $51K
34.8K $5.49M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
1.64K
+ 21.32%
$456.74 - $568.03 $748K - $930K
9.32K $5.29M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
15.8K
+ 13.5%
$77.74 - $78.78 $1.23M - $1.24M
133K $10.5M
GOOG
Alphabet Inc.

Communication Services
369
+ 0.63%
$146.58 - $180.01 $54.1K - $66.4K
58.5K $10.4M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
6.25K
+ 3.29%
$39.89 - $49.46 $249K - $309K
196K $9.69M
VTV
Vanguard Value ETF

ETFs
2.52K
+ 2.35%
$153.67 - $176.74 $387K - $445K
110K $19.4M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
10.2K
New
$96.84 - $99.46 $988K - $1.02M
10.2K $1.01M
GOOGL
Alphabet Inc.

Communication Services
54
+ 0.14%
$144.7 - $178.6 $7.81K - $9.64K
37.5K $6.61M
RDVY
First Trust Rising Dividend Ac

ETFs
3.28K
+ 2.66%
$51.6 - $62.74 $169K - $206K
127K $7.94M
BNDX
Vanguard Total International B

ETFs
11.3K
+ 5.68%
$48.77 - $49.55 $552K - $561K
211K $10.4M
IBTF
Ishares Tr Ibonds Dec 2025 Ter

ETFs
27.9K
New
$23.29 - $23.38 $649K - $652K
27.9K $651K
MS
Morgan Stanley

Financial Services
4.53K
New
$99.83 - $140.86 $452K - $637K
4.53K $637K
META
Meta Platforms, Inc.

Communication Services
203
+ 6.74%
$484.66 - $738.09 $98.4K - $150K
3.21K $2.37M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
1.81K
+ 11.84%
$113.67 - $150.4 $206K - $272K
17.1K $2.57M
PLTR
Palantir Technologies Inc.

Technology
2.73K
+ 79.72%
$74.01 - $144.25 $202K - $394K
6.16K $839K
VB
Vanguard Small Cap ETF

ETFs
452
+ 1.61%
$193.73 - $237.37 $87.6K - $107K
28.5K $6.76M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
24.1K
New
$17.76 - $22.1 $427K - $532K
24.1K $531K
MTUM
Ishares Msci Usa Momentum Fact

ETFs
1.39K
+ 31.31%
$180.84 - $240.32 $251K - $333K
5.81K $1.4M
VGT
Vanguard Information Technolog

ETFs
400
+ 19.85%
$470.37 - $663.28 $188K - $265K
2.42K $1.6M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
1.76K
+ 4.42%
$114.78 - $133.31 $202K - $235K
41.6K $5.55M
MU
Micron Technology Inc

Technology
1.48K
+ 19.54%
$64.72 - $127.91 $95.5K - $189K
9.03K $1.11M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
11.4K
New
$29.12 - $35.84 $332K - $408K
11.4K $408K
H
Hyatt Hotels Corp

Consumer Cyclical
2.81K
New
$104.22 - $139.65 $292K - $392K
2.81K $391K
SRLN
Ssga Active Trust

ETFs
8.66K
New
$39.47 - $41.59 $342K - $360K
8.66K $360K
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
3.76K
+ 5.59%
$75.05 - $77.34 $282K - $291K
71K $5.49M
MP
Mp Materials Corp.

Basic Materials
10.2K
New
$18.77 - $37.74 $191K - $384K
10.2K $338K
JPM
Jpmorgan Chase & CO

Financial Services
133
+ 1.99%
$210.28 - $289.91 $28K - $38.6K
6.81K $1.97M
KWEB
Kraneshares Tr Csi China Inter

ETFs
9.54K
New
$28.28 - $35.22 $270K - $336K
9.54K $327K
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
6.93K
New
$36.25 - $42.28 $251K - $293K
6.93K $292K
SSO
Proshares Ultra S&P 500

ETFs
27
+ 0.15%
$64.8 - $97.72 $1.75K - $2.64K
18K $1.76M
AAOI
Applied Optoelectronics, Inc.

Technology
11.2K
New
$10.05 - $27.77 $112K - $310K
11.2K $286K
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
4.34K
+ 2.7%
$49.57 - $50.27 $215K - $218K
165K $8.32M
PLTM
Granite Shares Platinum Trust

ETFs
21K
New
$8.87 - $13.65 $186K - $287K
21K $273K
DFIV
Dimensional ETF Tr

ETFs
4.56K
+ 19.21%
$34.67 - $43.21 $158K - $197K
28.3K $1.21M
DUHP
Dimensional ETF Tr Dimensional

ETFs
7.19K
New
$29.36 - $35.56 $211K - $256K
7.19K $255K
JEPI
J P Morgan Exchange Traded Fd

ETFs
4.4K
+ 16.21%
$51.14 - $57.0 $225K - $251K
31.5K $1.79M
AMAT
Applied Materials Inc

Technology
1.39K
New
$126.95 - $183.52 $176K - $255K
1.39K $254K
EEM
Ishares Msci Emerging Markets

ETFs
3.39K
+ 17.2%
$38.52 - $48.28 $131K - $164K
23.1K $1.11M
BBAI
Big Bear.Ai Holdings, Inc.

Technology
9.18K
+ 19.58%
$2.39 - $6.79 $21.9K - $62.3K
56K $380K
VTI
Vanguard Total Stock Market Et

ETFs
526
+ 21.62%
$243.75 - $303.93 $128K - $160K
2.96K $899K
IBM
International Business Machines Corp

Technology
65
+ 1.41%
$221.03 - $294.78 $14.4K - $19.2K
4.67K $1.38M
VST
Vistra Corp.

Utilities
1.18K
New
$98.07 - $195.04 $116K - $230K
1.18K $228K
EMR
Emerson Electric CO

Industrials
1.71K
New
$94.15 - $133.33 $161K - $228K
1.71K $227K
QUBT
Quantum Computing Inc.

Technology
11.7K
New
$5.87 - $21.22 $68.8K - $249K
11.7K $224K
QBTS
D Wave Quantum Inc.

Technology
15.3K
New
$6.22 - $19.04 $95.2K - $291K
15.3K $223K
MPC
Marathon Petroleum Corp

Energy
1.34K
New
$118.55 - $170.08 $159K - $229K
1.34K $223K
Activity Summary
Buys All Purchases 174 New Holdings 35 Increased Positions 139 Sells All Sells 118 Reductions 118 Sold out 0 Options Calls 0 Puts 0
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