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
CLTL
Invesco ETF Tr Ii Treas Collat

ETFs
662
+ 7.76%
N/A
9.19K $0
Amc Entmt Hldgs Inc
10.5K
New
N/A
10.5K $0
Arista Networks Inc
4.53K
New
N/A
4.53K $0
RYT
Invesco S&P 500 Equal Weight T

ETFs
5K
New
N/A
5K $0
OPTT
Ocean Power Technologies, Inc.

Industrials
2K
+ 13.33%
$0.33 - $0.58 $660 - $1.16K
17K $7K
Blackrock Inc
51
+ 13.42%
N/A
431 $0
TBIL
Rbb Fd Inc Us Treas 3 Month Bi
27.3K
+ 32.36%
N/A
112K $0
WM
Waste Management Inc

Industrials
5
+ 0.54%
$216.47 - $242.1 $1.08K - $1.21K
928 $212K
NEA
Nuveen Amt Free Quality Municipal Income Fund

Financial Services
264
+ 1.68%
$10.29 - $11.24 $2.72K - $2.97K
16K $174K
WPC
W. P. Carey Inc.

Real Estate
12
+ 0.3%
$56.12 - $64.53 $673 - $774
3.99K $249K
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
22
+ 0.22%
$38.81 - $44.28 $854 - $974
10.1K $428K
OHI
Omega Healthcare Investors Inc

Real Estate
20
+ 0.21%
$35.55 - $39.05 $711 - $781
9.51K $348K
VZ
Verizon Communications Inc

Communication Services
187
+ 1.69%
$41.67 - $45.62 $7.79K - $8.53K
11.3K $487K
XLE
Energy Sector Spdr

ETFs
351
+ 5.3%
$76.44 - $94.13 $26.8K - $33K
6.97K $591K
ABBV
Abb Vie Inc.

Healthcare
260
+ 7.88%
$170.16 - $206.27 $44.2K - $53.6K
3.56K $660K
JNJ
Johnson & Johnson

Healthcare
117
+ 2.98%
$146.36 - $159.82 $17.1K - $18.7K
4.05K $617K
PG
Procter & Gamble CO

Consumer Defensive
65
+ 1.13%
$157.66 - $172.39 $10.2K - $11.2K
5.82K $927K
PEP
Pepsico Inc

Consumer Defensive
51
+ 1.13%
$128.02 - $151.37 $6.53K - $7.72K
4.55K $601K
REZ
Ishares Tr Residential And Mul

ETFs
1.07K
+ 2.21%
$76.14 - $86.35 $81.2K - $92K
49.2K $4.05M
XOM
Exxon Mobil Corp

Energy
330
+ 1.46%
$99.93 - $119.04 $33K - $39.3K
23K $2.47M
CHD
Church & Dwight CO Inc

Consumer Defensive
10
+ 0.06%
$91.57 - $110.76 $916 - $1.11K
17.7K $1.7M
UNH
Unitedhealth Group Inc

Healthcare
69
+ 3.17%
$274.35 - $599.47 $18.9K - $41.4K
2.25K $701K
AAPL
Apple Inc.

Technology
1.07K
+ 1.87%
$172.42 - $223.89 $184K - $238K
57.9K $11.9M
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