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
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
3.97K
New
$45.88 - $54.4 $182K - $216K
3.97K $215K
IDXX
Idexx Laboratories Inc

Healthcare
399
New
$361.04 - $536.34 $144K - $214K
399 $213K
SCHX
Schwab Strategic Tr Us Large C

ETFs
8.58K
New
$19.6 - $24.44 $168K - $210K
8.58K $209K
QUAL
Ishares Msci Usa Quality Facto

ETFs
202
+ 1.55%
$152.42 - $182.82 $30.8K - $36.9K
13.2K $2.42M
CTVA
Corteva, Inc.

Basic Materials
2.8K
New
$55.52 - $74.53 $155K - $208K
2.8K $208K
NKE
Nike, Inc.

Consumer Cyclical
2.93K
New
$53.27 - $72.04 $156K - $211K
2.93K $207K
TQQQ
Proshares Ultrapro Qqq

ETFs
817
+ 15.08%
$38.9 - $83.0 $31.8K - $67.8K
6.24K $517K
RJF
Raymond James Financial Inc

Financial Services
1.35K
New
$123.65 - $153.88 $167K - $208K
1.35K $207K
IDLV
Invesco ETF Ii S&P Intl Dev Lo

ETFs
6.18K
New
$28.17 - $33.34 $174K - $206K
6.18K $204K
GOLF
Acushnet Holdings Corp.

Consumer Cyclical
2.77K
New
$56.27 - $73.32 $156K - $203K
2.77K $201K
APLD
Applied Blockchain, Inc.

Financial Services
19.3K
New
$3.53 - $13.86 $68K - $267K
19.3K $193K
XLK
Technology Sector Spdr

ETFs
285
+ 11.12%
$179.73 - $253.23 $51.2K - $72.2K
2.85K $720K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
924
+ 9.08%
$90.56 - $109.49 $83.7K - $101K
11.1K $1.21M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
233
+ 10.03%
$376.48 - $440.65 $87.7K - $103K
2.56K $1.13M
SCHG
Schwab Strategic Tr Us Large C

ETFs
575
+ 1.84%
$22.27 - $29.21 $12.8K - $16.8K
31.9K $930K
AOK
Ishares Tr Core Conservative A

ETFs
3.36K
+ 30.49%
$36.09 - $39.07 $121K - $131K
14.4K $560K
TOL
Toll Brothers, Inc.

Consumer Cyclical
993
+ 35.85%
$90.5 - $114.3 $89.9K - $113K
3.76K $429K
DIS
Walt Disney CO

Communication Services
115
+ 2.5%
$81.72 - $124.01 $9.4K - $14.3K
4.71K $583K
AXP
American Express CO

Financial Services
153
+ 9.5%
$231.39 - $318.98 $35.4K - $48.8K
1.76K $562K
RGTI
Rigetti Computing, Inc.

Technology
10.8K
New
$7.5 - $14.29 $81K - $154K
10.8K $128K
SCHA
Schwab Strategic Tr Us Small C

ETFs
3.79K
+ 21.8%
$20.42 - $25.3 $77.3K - $95.8K
21.1K $535K
VFVA
Vanguard Wellington Fd U S Val

ETFs
559
+ 4.3%
$97.51 - $118.42 $54.5K - $66.2K
13.5K $1.6M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
452
+ 3.81%
$50.08 - $63.14 $22.6K - $28.5K
12.3K $777K
CAT
Caterpillar Inc

Industrials
14
+ 0.7%
$273.94 - $388.21 $3.84K - $5.43K
2K $776K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
1.11K
+ 8.69%
$51.16 - $62.02 $56.7K - $68.8K
13.9K $860K
ADI
Analog Devices Inc

Technology
206
+ 12.67%
$164.6 - $238.02 $33.9K - $49K
1.83K $436K
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
2.22K
+ 2.28%
$45.2 - $46.6 $100K - $103K
99.6K $4.62M
GS
Goldman Sachs Group Inc

Financial Services
66
+ 17.93%
$462.22 - $707.75 $30.5K - $46.7K
434 $307K
SHV
Ishares Tr

ETFs
967
+ 14.24%
$110.06 - $110.46 $106K - $107K
7.76K $856K
RTX
Raytheon Technologies Corp

Industrials
141
+ 2.42%
$113.75 - $148.48 $16K - $20.9K
5.96K $870K
QCOM
Qualcomm Inc

Technology
460
+ 11.04%
$124.66 - $159.48 $57.3K - $73.4K
4.63K $737K
COST
Costco Wholesale Corp

Consumer Defensive
17
+ 0.98%
$908.13 - $1056.85 $15.4K - $18K
1.74K $1.73M
YINN
Direxion Shs ETF Tr

ETFs
2.32K
+ 29.98%
$22.36 - $42.33 $51.9K - $98.3K
10.1K $412K
BLV
Vanguard Bd Index Fd Inc Long

ETFs
1.66K
+ 2.76%
$66.5 - $71.25 $111K - $119K
62K $4.31M
AMD
Advanced Micro Devices Inc

Technology
2
+ 0.09%
$78.21 - $143.81 $156 - $288
2.24K $317K
MA
Mastercard Inc

Financial Services
23
+ 0.43%
$479.92 - $590.74 $11K - $13.6K
5.4K $3.03M
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
572
+ 11.27%
$75.29 - $91.16 $43.1K - $52.1K
5.65K $508K
VO
Vanguard Mid Cap ETF

ETFs
60
+ 1.98%
$228.54 - $279.83 $13.7K - $16.8K
3.09K $865K
AEP
American Electric Power CO Inc

Utilities
1.13K
+ 18.87%
$98.59 - $109.11 $111K - $123K
7.09K $735K
VPU
Vanguard Utilities ETF

ETFs
111
+ 1.36%
$158.36 - $178.82 $17.6K - $19.8K
8.26K $1.46M
ASML
Asml Holding Nv

Technology
1
+ 0.18%
$595.37 - $815.24 $595 - $815
559 $447K
HUBB
Hubbell Inc

Industrials
2
+ 0.2%
$315.94 - $408.41 $632 - $817
1K $408K
VOT
Vanguard Mid Cap Growth Index

ETFs
9
+ 0.49%
$216.28 - $284.39 $1.95K - $2.56K
1.86K $527K
AOM
Ishares Tr Core Moderate Alloc

ETFs
595
+ 2.95%
$41.55 - $46.04 $24.7K - $27.4K
20.7K $954K
KR
Kroger CO

Consumer Defensive
743
+ 20.49%
$64.62 - $74.0 $48K - $55K
4.37K $313K
TFLO
Ishares Treasury Floating Rate

ETFs
1.33K
+ 3.95%
$50.47 - $50.66 $67.2K - $67.4K
35K $1.77M
SLV
I Shares Silver Trust

ETFs
1.11K
+ 6.98%
$27.08 - $33.74 $30.1K - $37.5K
17K $558K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
785
+ 29.24%
$82.21 - $83.12 $64.5K - $65.2K
3.47K $287K
VIG
Vanguard Dividend Appreciation

ETFs
337
+ 5.92%
N/A
6.03K $1.1M
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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