Sovereign Financial Group, Inc. Purchases in Q3 2024

Sovereign Financial Group, Inc.

  • $421 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
SCHD
Schwab Strategic Tr Us Dividen

ETFs
22
+ 0.81%
$77.02 - $85.06 $1.69K - $1.87K
2.73K $231K
IDXX
Idexx Laboratories Inc

Healthcare
23
+ 5.15%
$455.08 - $517.19 $10.5K - $11.9K
470 $237K
GHYB
Gs ETF Tr Access High Yield CO

ETFs
86
+ 1.03%
$43.7 - $45.66 $3.76K - $3.93K
8.42K $384K
AMZN
Amazon Com Inc

Consumer Cyclical
774
+ 4.22%
$161.02 - $200.0 $125K - $155K
19.1K $3.56M
TGT
Target Corp

Consumer Defensive
6
+ 0.3%
$133.47 - $159.25 $801 - $956
1.98K $308K
NEA
Nuveen Amt Free Quality Municipal Income Fund

Financial Services
820
+ 5.98%
$11.31 - $11.96 $9.27K - $9.81K
14.5K $173K
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
3
+ 0.15%
$100.75 - $111.62 $302 - $335
2K $218K
LLY
Eli Lilly & CO

Healthcare
25
+ 3.8%
$772.14 - $960.02 $19.3K - $24K
683 $605K
SHV
Ishares Tr

ETFs
55
+ 1.08%
$110.05 - $110.63 $6.05K - $6.08K
5.16K $570K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
9
+ 0.25%
$81.31 - $83.29 $732 - $750
3.6K $299K
ESS
Essex Property Trust, Inc.

Real Estate
1
+ 0.12%
$272.82 - $272.82 $273 - $273
852 $232K
Ishares Bitcoin Trust ETF
3.62K
+ 24.49%
N/A
18.4K $0
TBIL
Rbb Fd Inc Us Treas 3 Month Bi
16.6K
+ 44.76%
N/A
53.7K $0
Arm Holdings PLC
763
+ 19.13%
N/A
4.75K $0
CLTL
Invesco ETF Tr Ii Treas Collat

ETFs
2.42K
+ 66.05%
N/A
6.09K $0
Ge Vernova Inc
1K
+ 53.56%
N/A
2.87K $0
DIS
Walt Disney CO

Communication Services
79
+ 1.74%
$85.6 - $98.61 $6.76K - $7.79K
4.62K $443K
MPC
Marathon Petroleum Corp

Energy
37
+ 2.62%
$158.61 - $180.75 $5.87K - $6.69K
1.45K $235K
COP
Conocophillips

Energy
21
+ 1.1%
$102.3 - $116.61 $2.15K - $2.45K
1.94K $203K
INTC
Intel Corp

Technology
2.3K
+ 19.33%
$18.9 - $34.87 $43.5K - $80.2K
14.2K $333K
DELL
Dell Technologies Inc.

Technology
47
+ 1.7%
$87.89 - $145.97 $4.13K - $6.86K
2.81K $333K
ASML
Asml Holding Nv

Technology
28
+ 6.36%
$749.82 - $1098.95 $21K - $30.8K
468 $389K
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
74
+ 0.98%
$211.47 - $281.27 $15.6K - $20.8K
7.6K $1.87M
GOOGL
Alphabet Inc.

Communication Services
205
+ 0.55%
$148.65 - $191.18 $30.5K - $39.2K
37.2K $6.17M
Activity Summary
Buys All Purchases 125 New Holdings 16 Increased Positions 109 Sells All Sells 131 Reductions 131 Sold out 0 Options Calls 0 Puts 0
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