Sovereign Financial Group, Inc. Purchases in Q1 2025

Sovereign Financial Group, Inc.

  • $425 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VEA
Vanguard Ftse Developed Market

ETFs
38.8K
+ 8.57%
$47.4 - $52.99 $1.84M - $2.05M
491K $25.2M
VTV
Vanguard Value ETF

ETFs
6.41K
+ 6.38%
$167.73 - $179.21 $1.08M - $1.15M
107K $18.3M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
19.9K
+ 14.08%
$48.43 - $49.9 $963K - $992K
161K $8.03M
BNDX
Vanguard Total International B

ETFs
20.5K
+ 11.49%
$48.33 - $49.5 $993K - $1.02M
199K $9.73M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
9.2K
+ 8.53%
$76.94 - $78.28 $708K - $720K
117K $9.16M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
1.12K
+ 40.92%
$442.66 - $534.52 $494K - $596K
3.84K $2.02M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
11.2K
+ 6.29%
$42.5 - $46.71 $477K - $524K
190K $8.6M
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
7.09K
New
$97.25 - $104.79 $689K - $743K
7.09K $730K
BLV
Vanguard Bd Index Fd Inc Long

ETFs
9.01K
+ 17.54%
$66.9 - $71.57 $602K - $644K
60.3K $4.22M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
7.32K
+ 12.2%
$73.78 - $76.59 $540K - $560K
67.3K $5.14M
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
11.3K
+ 13.12%
$44.68 - $46.49 $505K - $525K
97.4K $4.51M
OEF
Ishares S&P 100 ETF

ETFs
2.27K
+ 217.98%
N/A
3.31K $879K
NFLX
Netflix Inc

Communication Services
613
+ 103.37%
$828.4 - $1058.6 $508K - $649K
1.21K $1.12M
ED
Consolidated Edison Inc

Utilities
194
+ 0.95%
$88.0 - $110.59 $17.1K - $21.5K
20.6K $2.28M
GSY
Invesco Actively Mngd ETF Tr U

ETFs
9.09K
+ 27.54%
$50.03 - $50.27 $455K - $457K
42.1K $2.11M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
8.8K
+ 30.71%
$50.39 - $50.66 $443K - $446K
37.4K $1.9M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
3.35K
+ 9.18%
$126.11 - $135.06 $423K - $453K
39.8K $5.08M
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
5.57K
New
$63.07 - $73.5 $351K - $410K
5.57K $395K
IVE
Ishares S&P 500 Value ETF

ETFs
2K
+ 32.77%
$185.78 - $198.58 $371K - $397K
8.1K $1.53M
HEFA
Ishares Currency Hedged Msci E

ETFs
9.07K
New
$34.83 - $37.52 $316K - $340K
9.07K $331K
IAU
Ishares Gold Trust

ETFs
3.94K
+ 37.95%
$49.74 - $58.96 $196K - $232K
14.3K $844K
YINN
Direxion Shs ETF Tr

ETFs
7.75K
New
$23.11 - $52.34 $179K - $405K
7.75K $321K
UBER
Uber Technologies, Inc

Technology
4.4K
New
$63.17 - $81.49 $278K - $359K
4.4K $320K
XOM
Exxon Mobil Corp

Energy
385
+ 1.73%
$105.44 - $118.93 $40.6K - $45.8K
22.6K $2.69M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
5.04K
+ 16.09%
$51.52 - $52.37 $260K - $264K
36.4K $1.9M
IEMG
Ishares Inc

ETFs
5.19K
+ 33.78%
N/A
20.5K $1.1M
NEAR
Blackrock Short Maturity Bond

ETFs
4.7K
+ 7.8%
$50.4 - $50.89 $237K - $239K
64.9K $3.3M
TMUS
T Mobile Us, Inc.

Communication Services
974
New
$211.3 - $272.83 $206K - $266K
974 $259K
AEP
American Electric Power CO Inc

Utilities
1.59K
+ 36.44%
$90.32 - $109.27 $144K - $174K
5.96K $651K
KR
Kroger CO

Consumer Defensive
3.63K
New
$58.36 - $67.72 $212K - $246K
3.63K $245K
HGLB
Highland Global Allocation Fund

N/A
5.52K
+ 4.82%
$7.06 - $8.36 $38.9K - $46.1K
120K $1M
THG
Hanover Insurance Group, Inc.

Financial Services
1.26K
New
$147.13 - $174.61 $185K - $220K
1.26K $219K
WM
Waste Management Inc

Industrials
923
New
$200.54 - $233.78 $185K - $216K
923 $213K
PSX
Phillips 66

Energy
1.72K
New
$113.93 - $131.55 $196K - $226K
1.72K $212K
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
2.63K
New
$69.81 - $78.9 $184K - $208K
2.63K $205K
ET
Energy Transfer LP

Energy
10.6K
New
$17.26 - $21.08 $182K - $223K
10.6K $196K
RDVY
First Trust Rising Dividend Ac

ETFs
5.61K
+ 4.77%
$57.22 - $63.39 $321K - $355K
123K $7.15M
PG
Procter & Gamble CO

Consumer Defensive
987
+ 20.69%
$158.56 - $176.26 $156K - $174K
5.76K $981K
JEPI
J P Morgan Exchange Traded Fd

ETFs
3.53K
+ 14.95%
$56.17 - $59.71 $198K - $210K
27.1K $1.54M
CHD
Church & Dwight CO Inc

Consumer Defensive
437
+ 2.53%
$101.42 - $113.2 $44.3K - $49.5K
17.7K $1.95M
XLE
Energy Sector Spdr

ETFs
1.12K
+ 20.33%
$85.7 - $93.96 $95.9K - $105K
6.62K $612K
JPM
Jpmorgan Chase & CO

Financial Services
424
+ 6.78%
$225.19 - $279.95 $95.5K - $119K
6.68K $1.64M
QUAL
Ishares Msci Usa Quality Facto

ETFs
1.38K
+ 11.85%
$168.16 - $186.21 $232K - $257K
13K $2.21M
XLU
Utilities Sector Spdr

ETFs
1.45K
+ 20.05%
$74.7 - $80.27 $108K - $116K
8.68K $676K
MU
Micron Technology Inc

Technology
1.27K
+ 20.25%
$86.89 - $109.38 $111K - $139K
7.56K $656K
MA
Mastercard Inc

Financial Services
18
+ 0.34%
$504.67 - $576.31 $9.08K - $10.4K
5.37K $2.94M
GLDM
World Gold Trust

ETFs
306
+ 3.04%
$52.19 - $61.89 $16K - $18.9K
10.4K $633K
DFIV
Dimensional ETF Tr

ETFs
268
+ 1.14%
$35.33 - $40.77 $9.47K - $10.9K
23.7K $941K
ABBV
Abb Vie Inc.

Healthcare
12
+ 0.36%
$169.2 - $216.66 $2.03K - $2.6K
3.3K $691K
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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