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
SCHV
Schwab Strategic Tr Us Large C

ETFs
1.28K
+ 6.52%
$23.55 - $27.67 $30K - $35.3K
20.9K $577K
PRF
Invesco Exchange Traded Fd Tr

ETFs
303
+ 1.44%
$35.77 - $42.27 $10.8K - $12.8K
21.3K $899K
IRM
Iron Mountain Inc

Real Estate
77
+ 2.45%
$76.93 - $105.25 $5.92K - $8.1K
3.22K $330K
OUSA
Alps ETF Tr Oshares U S Qualit

ETFs
651
+ 2.88%
$47.97 - $54.0 $31.2K - $35.2K
23.3K $1.26M
KKR
Kkr & Co. Inc.

Financial Services
10
+ 0.31%
$92.79 - $134.29 $928 - $1.34K
3.19K $424K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
8
+ 0.04%
$19.1 - $23.83 $153 - $191
21.5K $511K
IXUS
Ishares Tr

ETFs
200
+ 4.72%
$62.37 - $77.63 $12.5K - $15.5K
4.44K $342K
IWM
Ishares Russell 2000 ETF

ETFs
58
+ 2.93%
$174.82 - $215.79 $10.1K - $12.5K
2.04K $439K
BX
Blackstone Inc.

Financial Services
35
+ 0.94%
$120.07 - $151.11 $4.2K - $5.29K
3.77K $564K
VIOO
Vanguard S&P Small Cap 600 ETF

ETFs
159
+ 3.17%
$83.8 - $101.39 $13.3K - $16.1K
5.17K $523K
SGOL
Abrdn Gold ETF Trust

ETFs
202
+ 1.43%
$28.39 - $32.75 $5.73K - $6.62K
14.3K $452K
ET
Energy Transfer LP

Energy
2.21K
+ 20.96%
$15.65 - $18.93 $34.6K - $41.9K
12.8K $231K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
384
+ 1.06%
$51.68 - $52.76 $19.8K - $20.3K
36.8K $1.94M
IGLB
Ishares 10+ Year Investment Gr

ETFs
627
+ 8.35%
$47.55 - $50.44 $29.8K - $31.6K
8.13K $408K
CMC
Commercial Metals CO

Basic Materials
23
+ 0.2%
$39.2 - $50.67 $902 - $1.17K
11.5K $563K
V
Visa Inc.

Financial Services
15
+ 0.26%
$308.27 - $373.31 $4.62K - $5.6K
5.78K $2.05M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
654
+ 13.39%
$48.13 - $49.85 $31.5K - $32.6K
5.54K $271K
F
Ford Motor CO

Consumer Cyclical
270
+ 0.8%
$8.69 - $10.85 $2.35K - $2.93K
34.2K $370K
WFC
Wells Fargo & Company

Financial Services
51
+ 1.75%
$60.98 - $80.12 $3.11K - $4.09K
2.96K $237K
NSC
Norfolk Southern Corp

Industrials
17
+ 1.65%
$206.34 - $257.46 $3.51K - $4.38K
1.05K $268K
SPMD
Spdr Portfolio

ETFs
55
+ 0.95%
$44.89 - $54.38 $2.47K - $2.99K
5.85K $318K
IEMG
Ishares Inc

ETFs
380
+ 1.85%
N/A
20.9K $1.12M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
1.31K
+ 8.74%
$24.32 - $27.87 $32K - $36.6K
16.4K $433K
OEF
Ishares S&P 100 ETF

ETFs
63
+ 1.91%
N/A
3.37K $896K
INTC
Intel Corp

Technology
890
+ 7.7%
$18.13 - $22.69 $16.1K - $20.2K
12.4K $278K
VCIT
Vanguard Intermediate Term Cor

ETFs
75
+ 0.98%
$79.56 - $82.92 $5.97K - $6.22K
7.76K $643K
FDLO
Fidelity Covington Tr Low Vola

ETFs
19
+ 0.38%
$54.44 - $62.8 $1.03K - $1.19K
5.06K $317K
MEGI
Main Stay Cbre Global Infrastructure Megatrends Fund

ETFs
24
+ 0.16%
$11.7 - $14.28 $281 - $343
15.4K $219K
GHYB
Gs ETF Tr Access High Yield CO

ETFs
143
+ 1.68%
$42.62 - $45.37 $6.09K - $6.49K
8.64K $391K
VGM
Invesco Trust For Investment Grade Municipals

Financial Services
2.48K
+ 8.88%
$9.4 - $10.12 $23.3K - $25.1K
30.4K $288K
NEE
Nextera Energy Inc

Utilities
330
+ 3.52%
$64.11 - $75.0 $21.2K - $24.8K
9.71K $673K
VLO
Valero Energy Corp

Energy
8
+ 0.26%
$104.69 - $141.77 $838 - $1.13K
3.05K $409K
UITB
Usaa ETF Tr Core Intermediate

ETFs
68
+ 0.57%
$45.95 - $47.33 $3.12K - $3.22K
11.9K $561K
VNQ
Vanguard Specialized Funds Van

ETFs
114
+ 1.87%
$79.79 - $91.42 $9.1K - $10.4K
6.21K $553K
CL
Colgate Palmolive CO

Consumer Defensive
181
+ 4.58%
$87.57 - $96.0 $15.9K - $17.4K
4.13K $375K
TRV
Travelers Companies, Inc.

Financial Services
5
+ 0.52%
$233.83 - $276.34 $1.17K - $1.38K
969 $259K
IEF
Ishares Barclays

ETFs
30
+ 1.02%
$93.15 - $96.56 $2.79K - $2.9K
2.96K $283K
LLY
Eli Lilly & CO

Healthcare
49
+ 6.59%
$713.71 - $898.95 $35K - $44K
793 $618K
HD
Home Depot, Inc.

Consumer Cyclical
5
+ 0.15%
$335.24 - $380.78 $1.68K - $1.9K
3.39K $1.24M
KO
Coca Cola CO

Consumer Defensive
171
+ 1.46%
$68.37 - $73.9 $11.7K - $12.6K
11.9K $842K
LOW
Lowes Companies Inc

Consumer Cyclical
54
+ 5.9%
$210.83 - $235.28 $11.4K - $12.7K
970 $215K
O
Realty Income Corp

Real Estate
60
+ 1.15%
$52.27 - $58.52 $3.14K - $3.51K
5.29K $304K
TXN
Texas Instruments Inc

Technology
9
+ 0.44%
N/A
2.08K $403K
Coreweave Inc
5.61K
New
N/A
5.61K $0
Ishares Bitcoin Trust ETF
23
+ 0.13%
N/A
17.5K $0
MDLZ
Mondelez International, Inc.

Consumer Defensive
29
+ 0.56%
$63.54 - $68.5 $1.84K - $1.99K
5.19K $349K
Hesai Group
9.42K
+ 94.23%
N/A
19.4K $0
ALCC
Alt C Acquisition Corp.

Financial Services
6.68K
New
N/A
6.68K $0
Pimco ETF Tr
34.2K
+ 204.45%
N/A
51K $0
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
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