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
IAUX
I 80 Gold Corp.
844
+ 4.41%
$0.53 - $0.83 $447 - $701
20K $12K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
14
+ 0.52%
$81.83 - $82.73 $1.15K - $1.16K
2.69K $221K
PEY
Invesco Exchange Traded Fd Tr

ETFs
66
+ 0.37%
$20.82 - $22.08 $1.37K - $1.46K
18K $382K
LCTU
Blackrock ETF Tr Us Carbon Tra

ETFs
394
+ 6.68%
$59.79 - $67.15 $23.6K - $26.5K
6.3K $379K
ADI
Analog Devices Inc

Technology
90
+ 5.86%
$201.56 - $243.82 $18.1K - $21.9K
1.63K $327K
CLTL
Invesco ETF Tr Ii Treas Collat

ETFs
865
+ 11.29%
N/A
8.53K $0
Blackrock Inc
58
+ 18.01%
N/A
380 $0
Hesai Group
10K
New
N/A
10K $0
Graniteshares ETF Tr
20
+ 0.27%
N/A
7.32K $0
Ishares Bitcoin Trust ETF
825
+ 4.96%
N/A
17.5K $0
Pimco ETF Tr
16.7K
New
N/A
16.7K $0
FDLO
Fidelity Covington Tr Low Vola

ETFs
20
+ 0.4%
$59.43 - $63.22 $1.19K - $1.26K
5.04K $302K
MTUM
Ishares Msci Usa Momentum Fact

ETFs
100
+ 2.31%
$196.12 - $229.48 $19.6K - $22.9K
4.43K $889K
ESGU
Ishares Trust Ishares Esg Awar

ETFs
212
+ 4.45%
$120.24 - $134.3 $25.5K - $28.5K
4.98K $603K
KBE
Spdr S&P Bank ETF

ETFs
1
+ 0.03%
$51.28 - $59.92 $51.3 - $59.9
3.94K $206K
FSK
Fs Kkr Capital Corp

Financial Services
100
+ 0.43%
$20.47 - $24.06 $2.05K - $2.41K
23.2K $486K
VONG
Vanguard Russell 1000 Growth E

ETFs
580
+ 8.5%
$92.71 - $107.38 $53.8K - $62.3K
7.4K $686K
DSI
Ishares Msci Kld 400 Social Et

ETFs
76
+ 2.0%
$101.98 - $115.66 $7.75K - $8.79K
3.88K $395K
SPGP
Invesco Exchange Traded Fd Tr

ETFs
855
+ 4.59%
$96.88 - $111.25 $82.8K - $95.1K
19.5K $1.93M
MRK
Merck & Co., Inc.

Healthcare
176
+ 3.9%
$83.01 - $101.02 $14.6K - $17.8K
4.69K $420K
GM
General Motors CO

Consumer Cyclical
14
+ 0.29%
$45.22 - $54.92 $633 - $769
4.86K $228K
CMI
Cummins Inc

Industrials
1
+ 0.11%
$312.92 - $386.07 $313 - $386
914 $286K
JHMM
John Hancock Multifactor Mid C

ETFs
32
+ 0.24%
$55.69 - $63.12 $1.78K - $2.02K
13.5K $767K
SCHA
Schwab Strategic Tr Us Small C

ETFs
96
+ 0.56%
$23.16 - $27.04 $2.22K - $2.6K
17.4K $407K
AXP
American Express CO

Financial Services
3
+ 0.19%
$255.39 - $325.87 $766 - $978
1.61K $433K
SEM
Select Medical Holdings Corp

Healthcare
27
+ 0.11%
$16.56 - $20.38 $447 - $550
25.2K $423K
VFVA
Vanguard Wellington Fd U S Val

ETFs
57
+ 0.44%
$111.86 - $124.32 $6.38K - $7.09K
13K $1.48M
IRM
Iron Mountain Inc

Real Estate
3
+ 0.1%
$82.79 - $111.31 $248 - $334
3.15K $270K
CRM
Salesforce, Inc.

Technology
58
+ 4.86%
$268.36 - $359.95 $15.6K - $20.9K
1.25K $335K
PCT
Pure Cycle Technologies, Inc.

Industrials
15
+ 0.06%
$6.92 - $10.9 $104 - $164
23.9K $167K
HUBB
Hubbell Inc

Industrials
1
+ 0.1%
$330.91 - $456.86 $331 - $457
998 $330K
IWY
Ishares Tr Russell 200 Growth

ETFs
440
+ 5.81%
$210.19 - $243.33 $92.5K - $107K
8.01K $1.69M
KKR
Kkr & Co. Inc.

Financial Services
8
+ 0.25%
$108.17 - $167.07 $865 - $1.34K
3.18K $367K
PDP
Invesco Exchange Traded Fd Tr

ETFs
222
+ 1.32%
$96.95 - $116.13 $21.5K - $25.8K
17K $1.69M
VB
Vanguard Small Cap ETF

ETFs
1.57K
+ 5.94%
$217.89 - $252.64 $343K - $398K
28.1K $6.22M
TSLA
Tesla, Inc.

Consumer Cyclical
184
+ 9.21%
$222.15 - $428.22 $40.9K - $78.8K
2.18K $565K
AVGO
Broadcom Inc.

Technology
706
+ 11.92%
$167.43 - $244.7 $118K - $173K
6.63K $1.11M
MSFT
Microsoft Corp

Technology
866
+ 5.91%
$375.39 - $447.2 $325K - $387K
15.5K $5.83M
SPY
Spdr S&P 500 ETF Trust

ETFs
867
+ 2.09%
$551.42 - $612.93 $478K - $531K
42.3K $23.7M
AAPL
Apple Inc.

Technology
2.59K
+ 4.78%
$209.68 - $247.1 $544K - $641K
56.8K $12.6M
GOOGL
Alphabet Inc.

Communication Services
98
+ 0.26%
$154.33 - $206.19 $15.1K - $20.2K
37.4K $5.78M
VUG
Vanguard Growth ETF

ETFs
2.7K
+ 4.64%
$369.1 - $427.61 $995K - $1.15M
60.8K $22.5M
QQQ
Invesco Qqq Trust, Series 1

ETFs
296
+ 0.84%
$468.34 - $539.52 $139K - $160K
35.5K $16.6M
GOOG
Alphabet Inc.

Communication Services
639
+ 1.11%
$156.06 - $207.71 $99.7K - $133K
58.2K $9.09M
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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