Sovereign Financial Group, Inc. Purchases in Q3 2025

Sovereign Financial Group, Inc.

  • $514 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
GOOG
Alphabet Inc.

Communication Services
263
+ 0.45%
$175.16 - $255.24 $46.1K - $67.1K
58.8K $14.3M
VUG
Vanguard Growth ETF

ETFs
983
+ 1.62%
$433.97 - $484.08 $427K - $476K
61.7K $29.6M
GOOGL
Alphabet Inc.

Communication Services
657
+ 1.75%
$174.36 - $254.72 $115K - $167K
38.2K $9.28M
VEA
Vanguard Ftse Developed Market

ETFs
10.5K
+ 2.09%
$56.02 - $60.3 $587K - $632K
513K $30.7M
QQQ
Invesco Qqq Trust, Series 1

ETFs
200
+ 0.56%
$546.99 - $602.2 $109K - $120K
35.7K $21.5M
VTV
Vanguard Value ETF

ETFs
2.6K
+ 2.38%
$175.51 - $186.57 $457K - $485K
112K $20.9M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
8.93K
+ 4.56%
$49.43 - $54.52 $442K - $487K
205K $11.1M
OEF
Ishares S&P 100 ETF

ETFs
5.21K
+ 154.72%
N/A
8.58K $2.28M
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
11.4K
New
$110.74 - $122.12 $1.27M - $1.4M
11.4K $1.39M
NVDA
Nvidia Corp

Technology
1.8K
+ 5.19%
$153.3 - $186.58 $277K - $337K
36.6K $6.82M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
1.13K
+ 12.08%
$567.77 - $614.76 $639K - $692K
10.4K $6.4M
VTI
Vanguard Total Stock Market Et

ETFs
2.87K
+ 96.82%
$303.93 - $329.86 $871K - $945K
5.82K $1.91M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
4K
+ 9.61%
$132.9 - $142.03 $531K - $568K
45.6K $6.43M
USDU
Wisdomtree Bloomberg U.S. Doll

ETFs
31.4K
New
$25.78 - $26.62 $810K - $837K
31.4K $829K
RDVY
First Trust Rising Dividend Ac

ETFs
3.58K
+ 2.83%
$62.38 - $67.29 $223K - $241K
130K $8.75M
IEMG
Ishares Inc

ETFs
14.8K
+ 70.8%
N/A
35.7K $1.92M
VB
Vanguard Small Cap ETF

ETFs
992
+ 3.48%
$237.58 - $259.17 $236K - $257K
29.5K $7.5M
IWM
Ishares Russell 2000 ETF

ETFs
2.77K
+ 136.08%
$214.92 - $244.84 $596K - $679K
4.81K $1.16M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
7.86K
+ 21.56%
$54.35 - $59.32 $427K - $466K
44.3K $2.62M
MSFT
Microsoft Corp

Technology
551
+ 3.64%
$491.09 - $535.64 $271K - $295K
15.7K $8.12M
MP
Mp Materials Corp.

Basic Materials
3.75K
+ 36.82%
$30.03 - $77.13 $113K - $289K
13.9K $934K
ITA
Ishares Tr

ETFs
2.81K
New
$184.73 - $209.26 $520K - $589K
2.81K $588K
IAGG
Ishares Tr Core Intl Aggregate

ETFs
10.2K
New
$50.85 - $51.35 $521K - $526K
10.2K $524K
VONE
Vanguard Russell 1000 ETF

ETFs
1.72K
New
$280.68 - $303.97 $482K - $523K
1.72K $519K
IVE
Ishares S&P 500 Value ETF

ETFs
2.01K
+ 24.96%
$194.44 - $206.51 $392K - $416K
10.1K $2.08M
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
4.28K
+ 61.43%
$98.52 - $103.93 $421K - $444K
11.2K $1.16M
AVGO
Broadcom Inc.

Technology
303
+ 4.8%
$264.74 - $369.57 $80.2K - $112K
6.62K $2.18M
REZ
Ishares Tr Residential And Mul

ETFs
3.55K
+ 7.22%
$81.06 - $85.23 $288K - $303K
52.8K $4.48M
VHT
Vanguard Health Care ETF

ETFs
1.49K
+ 129.39%
$239.12 - $259.95 $356K - $387K
2.64K $684K
EFV
Msci Eafe Value ETF

ETFs
4.15K
+ 15.93%
$62.79 - $68.42 $260K - $284K
30.2K $2.05M
BLV
Vanguard Bd Index Fd Inc Long

ETFs
4.31K
+ 6.95%
$67.48 - $71.55 $291K - $308K
66.3K $4.7M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
3.86K
+ 5.44%
$76.16 - $78.59 $294K - $303K
74.9K $5.85M
GLDM
World Gold Trust

ETFs
3.25K
+ 33.95%
$64.73 - $76.45 $210K - $248K
12.8K $979K
GLD
Spdr Gold Trust

ETFs
57
+ 0.88%
$300.96 - $355.47 $17.2K - $20.3K
6.51K $2.32M
XLF
Financial Sector Spdr

ETFs
6.38K
New
$51.37 - $54.25 $328K - $346K
6.38K $343K
GLW
Corning Inc

Technology
4.15K
New
$51.6 - $82.03 $214K - $341K
4.15K $340K
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
5.2K
+ 3.14%
$49.78 - $50.75 $259K - $264K
171K $8.64M
IDCC
Inter Digital, Inc.

Communication Services
933
New
$221.35 - $349.23 $207K - $326K
933 $322K
IWY
Ishares Tr Russell 200 Growth

ETFs
413
+ 5.38%
$243.93 - $275.62 $101K - $114K
8.09K $2.21M
DUK
Duke Energy Corp

Utilities
2.59K
New
$116.31 - $125.93 $301K - $326K
2.59K $320K
QS
Quantum Scape Corp

Consumer Cyclical
25.5K
New
$6.36 - $14.64 $162K - $373K
25.5K $314K
RGTI
Rigetti Computing, Inc.

Technology
3.12K
+ 28.88%
$11.33 - $32.1 $35.3K - $100K
13.9K $414K
BE
Bloom Energy Corp

Industrials
3.2K
New
$22.13 - $86.27 $70.8K - $276K
3.2K $270K
JPM
Jpmorgan Chase & CO

Financial Services
305
+ 4.48%
$282.78 - $316.06 $86.2K - $96.4K
7.12K $2.24M
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
4.41K
+ 4.42%
$45.72 - $47.27 $202K - $208K
104K $4.89M
SUB
Ishares Short Term National Mu

ETFs
2.5K
New
$106.17 - $107.3 $266K - $268K
2.5K $267K
XLC
Select Sector Spdr Tr Communic

ETFs
2.17K
New
$105.99 - $119.41 $230K - $260K
2.17K $257K
C
Citigroup Inc

Financial Services
2.5K
New
$85.57 - $103.49 $214K - $259K
2.5K $253K
IAU
Ishares Gold Trust

ETFs
1.44K
+ 10.12%
$61.62 - $72.77 $88.7K - $105K
15.7K $1.14M
Activity Summary
Buys All Purchases 174 New Holdings 32 Increased Positions 142 Sells All Sells 121 Reductions 121 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Sovereign Financial Group, Inc. Portfolio

Follow Sovereign Financial Group, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Sovereign Financial Group, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Sovereign Financial Group, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email